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.

    Thank you to our Podcast Partners:

    DSI Underground – Supplier of Ground Support Products to the Mining and Tunnelling industries
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    Terra Capital – Specialist Investment manager in the natural resources sector

    Home Elementor

    K-Drill – Safe, reliable, and productive surface RC drilling
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    McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts

    MMTS Home

    Brooks Airways – Perth’s leading charter flight operators
    https://www.brooksairways.com/

    JP Search – Recruitment specialists for the financial world
    https://www.linkedin.com/in/xavierprevot/
    https://www.linkedin.com/in/michael-jay-260b2254/

    KCA Site Services – Underground Mining machine hire for IT’s, Normet’s, Trucks, and more

    Home

    Future Proof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities
    https://futureproofconsulting.com.au/

    Anytime Exploration Services – Exploration workers, equipment, core cutting/storage plus much more

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    SMEC Power & Technology – Electrical specialists for the mining industry
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    CHAPTERS

    0:00:00 Preview
    0:00:00 Introduction
    0:01:46 Fun Underground Facts with Matty
    0:10:56 What’s Chris & Gina’s strategy
    0:20:55 SPUT vs Paladin
    0:27:53 Metals Acquisition Corp re-rate
    0:33:02 De Grey’s DFS thoughts
    0:37:24 Explain Ora Banda
    0:45:17 Genesis’ journey to 300kozpa
    0:51:17 Will Silver Lake merge with Red 5?
    0:55:14 One sentence answer round
    0:56:09 Under-rated vs Over-rated

    ——————————-

    DISCLAIMER

    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.

    20 Comments

    1. Back at Sarcen at one stage they were close to the most shorted stock on the ASX and Rayleigh's team just burned them. As a GMD holder here is hoping it happens again.

    2. Hey boys if you all ever come to visit Argentina please let me know I would love to take you all out for dinner! Love you work so far. Many more to come!

    3. Direct Lithium extraction.. The future!
      Industries such as the Water softening industry (Ca and Mg removal), have been using IEX for decades.. The Uranium industry more recently,. It will move into Lithium.
      Running liquid brine through an ion exchange (IEX) column and capturing the Lithium ion is going to reset the cost curve for lithium.
      Removing naturally soluble monovalent Lithium from brines (water with salts), could not be simpler, and is a low capital expenditure process. Similar in nature to the oil industry. you just dig a bloody big hole and suck to surface.
      I expect Minres et al., to spread their risk by acquiring assets in this space, rotate out of and reduce their reliance on spod.
      RIP Spodu!

    4. If the team is ever coming to Melbourne, it would be great to do informal session with the Money Miners locally. Great show btw; Sam is excellent!
      Hooteroo from GC67

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