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.
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.
Thank you to our Podcast Partners:
DSI Underground – Supplier of Ground Support Products to the Mining and Tunnelling industries
Terra Capital – Specialist investment manager in the natural resources sector
McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts
Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more
JP Search – Recruitment specialists for the financial world
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
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
TIMESTAMPS
(0:00:00) Introduction
(0:01:30) Fun Underground Facts with Matty
(0:10:40) What’s Chris & Gina’s strategy
(0:20:39) SPUT vs Paladin
(0:27:37) Metals Acquisition Corp re-rate
(0:32:46) De Grey’s DFS thoughts
(0:37:08) Explain Ora Banda
(0:45:01) Genesis’ journey to 300kozpa
(0:51:01) Will Silver Lake merge with Red 5?
(0:54:58) One sentence answer round
(0:55:53) Under-rated vs Over-rated
Today we had the opportunity to delve into the current state of commodity markets with Terra Capital portfolio manager Mathew Langsford. Our discussion covered...
We take a look at Mineral Resources (MIN) quarterly, which the market hasn’t taken a liking to, then discuss Adriatic’s (ADT) progress in Bosnia...
We recap the Genesis and St Barbara deal, Sayona Mining’s DFS and resource upgrade, Regis’s March quarter as well as why Minres has popped...
