Today we had the pleasure of having a deep dive discussion with the one and only Rick Rule.
We covered heaps of ground including fundamentals in natural resource investing, the nuclear renaissance, lithium’s rise from obscurity, surging resource nationalism, picking reliable management teams, unloved sectors, and a heap more.
To check out Rick’s upcoming Natural Resources Symposium click here
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.
Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group.
Subscribe to our weekly newsletter HOOTEROO HERALD
Follow Money of Mine on YouTube
Follow Money of Mine on Twitter
Follow Money of Mine on LinkedIn
Follow Money of Mine on Instagram
Chapters:
(0:00) Video Preview
(0:54) Introduction to Rick Rule
(4:23) Contrarianism in Resources Investing
(7:20) Lithium Boom is Like Uranium
(20:19) Uranium Investment Case
(26:09) Coal is the most mispriced
(30:26) Investing in high optionality
(33:57) Career highlights at Sprott
(45:53) Nationalism of resource projects
(50:05) Management costs for Exploration
(1:00:58) Rick’s upcoming Symposium
We start off today with a bit of M&A unhappiness as the once happy takeover of OreCorp (ORR) by Canada’s SilverCorp seems to have...
On part 2 of our fascinating chat with natural resource fund manager Sam Berridge we pulled apart a number of his stock picks, highlighting...
Today we had the opportunity to delve into the current state of commodity markets with Terra Capital portfolio manager Mathew Langsford. Our discussion covered...