PERSON DIRECTORY
Darren McLean
Darren McLean appears in 1 indexed conversation across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Muddy Waters' Darren McLean on investing in the mining sector
Public drill data can create extreme mining information arbitrage: McLean’s manual reconstruction reduced a celebrated gold deposit to roughly one-fifth of assumed ounces, making a $1.2 billion company effectively worthless.His full-chain model captures threshold economics, while a decade-long discovery drought, talent drain and jurisdictional risk constrain supply; Lundin backing showed sponsorship can change Montage Gold’s financeability by orders of magnitude.