Underrated mining businesses, physical uranium or equities & the commodities to be in with Sam Berridge (part 2)

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

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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