On our voyage to Sydney, we sat down with Darko Kuzmanovic (Janus Henderson) and Matt Fist (Firetrail), alongside Livewire’s James Marley, to pick the brains of these resource investors.
This video is part 2 of the interview, with part 1 posted on Livewire’s channel last Friday (link below).
While part 1 covered resource investing fundamentals, lithium (IGO, PMT, PLS) and copper, part 2 dives further into copper, gold, some fascinating views on debt vs equity funding projects, management premiums and the uranium trade.
Link to Part 1: • Everybody hates lithiu...
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CHAPTERS
0:00:00 Introduction
0:02:06 Friedland & Ivanhoe
0:06:16 Darko & Fisty's investment strategies
0:08:58 Small cap investing
0:14:46 Spartan's growth story
0:17:12 Debt vs equity funding
0:23:09 The outlook for Genesis
0:26:21 Management premiums
0:27:18 Uranium thematic
0:32:49 What are NexGen doing?!
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DISCLAIMER
All information in this podcast is for education and entertainment purposes only and is of general nature only.
The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.
MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
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