BNN Comment by Exploration Insights
https://www.bnn.ca/brent-cook-s-top-picks-march-6-2017-1.689136?spUserID=MTU2NDY0NTAwODIxS0&spJobID=943193031&spReportId=OTQzMTkzMDMxS0&spMailingID=14366029
At about 36:22 of the video, Brent Cook and Joe Mazumdar are asked for their opinion about OceanaGold.
Unfortunately, Cook and Mazumdar follow (1) junior explorers that will be bought out or (2) prospect generators (like Mirasol) who do joint ventures with larger firms (like OceanaGold). Accordingly, Mazumdar states that a comment on OGC is outside their gambit.
Nonetheless, Mazumdar comments that OGC has become active in the Exploaration Insights realm with investments in Mirasol and Gold Standard Ventures. Mazumdar’s opinion is that: (1) OceanaGold has done a good job with the Wahi acquisition but (2) may be overexposed in its Philippine operations.
In my opinion, DENR in the Philippines will be a non-issue and the oncoming Haile operations lessens any issues of overexposure.