Canada, Commodities & the Supply Crunch with Matthew Langsford, Terra Capital

July 04, 2023 00:46:57
Canada, Commodities & the Supply Crunch with Matthew Langsford, Terra Capital
Money of Mine
Canada, Commodities & the Supply Crunch with Matthew Langsford, Terra Capital

Jul 04 2023 | 00:46:57

/

Show Notes

Today we had the opportunity to delve into the current state of commodity markets with Terra Capital portfolio manager Mathew Langsford.

 

Our discussion covered plenty of ground from the valuation differentials between the ASX and TSX, where Terra is seeing value, what it will take to turn the buy over build mindset plus how running a natural resource focused fund compares with 10 years ago.

 

We had a great time speaking with Matt and hope the Money Miners enjoy the chat!

 

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.

 

Follow Money of Mine on YouTube

 

Follow Money of Mine on Twitter

 

Follow Money of Mine on LinkedIn

 

Follow Money of Mine on Instagram

Other Episodes

Episode 0

April 11, 2023 00:40:59
Episode Cover

Will Newmont close history’s biggest gold deal with Newcrest?

Newmont have come back for another bite at Newcrest with a $29.4b bid, Evolution revise their guidance after Ernest Henry’s disruption, Calidus are on...

Listen

Episode 0

June 19, 2023 00:41:49
Episode Cover

What is happening with MinRes’ Mega Lithium Business?

We covered lots of ground today, filling the Money Miners in on Mining News from across the globe.   In our deep-dive we expand upon...

Listen

Episode 0

June 14, 2023 00:36:29
Episode Cover

Panoramic’s Mill Mishap, do they need to Raise to Remedy it?

Today we do a deep dive into the current situation for Panoramic Resources (PAN.asx) who today announced that their filter press pressure plate has...

Listen