On part 2 of our fascinating chat with natural resource fund manager Sam Berridge we pulled apart a number of his stock picks, highlighting the potential as well as the pitfalls to watch out for.
We discussed whether uranium equities or the physical trusts are a better way to play the nuclear thesis as well as a detailed version of under-rated and over-rated, covering commodities, stocks, ideas and much more.
Thank you to our Podcast Partners:
DSI Underground – Supplier of Ground Support Products to the Mining and Tunnelling industries
https://www.dsiunderground.com/
Terra Capital – Specialist Investment manager in the natural resources sector
K-Drill – Safe, reliable, and productive surface RC drilling
https://www.k-drill.com.au/
McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts
Brooks Airways – Perth’s leading charter flight operators
https://www.brooksairways.com/
JP Search – Recruitment specialists for the financial world
https://www.linkedin.com/in/xavierprevot/
https://www.linkedin.com/in/michael-jay-260b2254/
KCA Site Services – Underground Mining machine hire for IT’s, Normet’s, Trucks, and more
Future Proof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities
https://futureproofconsulting.com.au/
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage plus much more
SMEC Power & Technology – Electrical specialists for the mining industry
https://smecpt.com.au/
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CHAPTERS
0:00:00 Preview
0:00:00 Introduction
0:01:46 Fun Underground Facts with Matty
0:10:56 What’s Chris & Gina’s strategy
0:20:55 SPUT vs Paladin
0:27:53 Metals Acquisition Corp re-rate
0:33:02 De Grey’s DFS thoughts
0:37:24 Explain Ora Banda
0:45:17 Genesis’ journey to 300kozpa
0:51:17 Will Silver Lake merge with Red 5?
0:55:14 One sentence answer round
0:56:09 Under-rated vs Over-rated
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DISCLAIMER
All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.
20 Comments
Promo SM 🌹
Wait… 8 mins of infomercials dressed up as entertainment?
Must be beer o'clock.
Back at Sarcen at one stage they were close to the most shorted stock on the ASX and Rayleigh's team just burned them. As a GMD holder here is hoping it happens again.
Sam makes me realise how little I know, what a weapon. Great 2 part lads, love this show.
One of the best guests yet
Red 5 and pcl
Good stuff boys
Great episode. One sentence over rated under rated gets my vote! You should keep it gong like this! 👍
Probably the best underated/overrated answers. Answers per the segment then follows up with a quick justification.
CRS to SIR to IGO was the best money I ever punted. But I should have cashed out of IGO at its peak.
good show please have Sam back again some time
Hey boys if you all ever come to visit Argentina please let me know I would love to take you all out for dinner! Love you work so far. Many more to come!
Sensational poddie guys keep up the great work 🍻🍻
CTM is definitely underrated in the context of a counter cyclical investment, having worked at large scale nickel sulphide plants, it's pretty impressive
Direct Lithium extraction.. The future!
Industries such as the Water softening industry (Ca and Mg removal), have been using IEX for decades.. The Uranium industry more recently,. It will move into Lithium.
Running liquid brine through an ion exchange (IEX) column and capturing the Lithium ion is going to reset the cost curve for lithium.
Removing naturally soluble monovalent Lithium from brines (water with salts), could not be simpler, and is a low capital expenditure process. Similar in nature to the oil industry. you just dig a bloody big hole and suck to surface.
I expect Minres et al., to spread their risk by acquiring assets in this space, rotate out of and reduce their reliance on spod.
RIP Spodu!
Great discussion certainly agree re Liontown 4 million tons from underground. Thanks for input on Delta.
If the team is ever coming to Melbourne, it would be great to do informal session with the Money Miners locally. Great show btw; Sam is excellent!
Hooteroo from GC67
great show Fellas.
All these potash projects would be great idea for a show .. kalium lakes mardie lake mcleod etc