Contrarian Bets: Brian Laks on Lithium, Coal & Uranium скачать в хорошем качестве

Contrarian Bets: Brian Laks on Lithium, Coal & Uranium

Coal and lithium are down 60 - 90% from their highs, uranium stocks have risen tenfold, and copper is on the cusp of breaking out. Where does a contrarian put capital next? In this episode, Brian Laks (Old West Management) shares how he’s positioning after being early and right on uranium: • Why coal and lithium are attractive again after brutal selloffs • How he identifies large, low-cost supply before the cycle turns • What uranium looks like today vs. five years ago • Why copper still has room to surprise to the upside • How he rotates portfolios—harvesting crowded trades, redeploying into hated ones If you want to understand how a contrarian fund manager is navigating today’s commodity cycles, this is a must-listen. Connect with Brian on LinkedIn on X: • linkedin.com/in/brianlaks • x.com/brianlaks Companies mentioned include: LUN.TO, ADT, AFM.V, NGEX.TO, WA1, MLX, SQM.NYSE, ALB.NYSE 📰 THE DIRECTOR'S SPECIAL Join 14k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining https://www.moneyofmine.com/subscribe ------------------------------------------------------- ▶️ CHAPTER TIMESTAMPS 0:00 – Intro 5:50 – Portfolio Approach 9:30 – Where are we within the uranium cycle 12:50 – How much he has invested in Uranium 17:00 – Did he stock up on Uranium while it’s been down? 20:00 – Restart and new Projects 25:20 – Copper 28:10 – NGEX and FILO 31:20 – Argentina problems 33:30 – Tin market 39:30 – Commodity Ratings 55:50 – Final Thoughts ------------------------------------------------------- 🤝 OUR PARTNERS Thank you to the mining services businesses that make this show possible: Sandvik Ground Support – The only ground support you’ll ever need http://www.rocktechnology.sandvik/gro... IMARC 2025 – Sydney, October 21st to 23rd. Get your tickets before they're gone – investors go free https://imarcglobal.com/register Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial: https://marketech.com.au/focus?utm_so... ------------------------------------------------------- 📌 FOLLOW US Join our group chat: Step 1: Join the Facebook Group:   / 191qecwiap   Step 2: Access to the HOOTEROO chat: https://m.me/cm/AbZFfgkX01kzAZBu/ Subscribe to our podcast: Spotify: https://open.spotify.com/show/0LsIJIs... Apple: https://apple.co/3Fdocwx Follow us on all social platforms to stay up-to-date: Twitter: https://x.com/moneyofminepod Instagram:   / moneyofminepod   LinkedIn:   / moneyofmine   Facebook:   / moneyofminepod   Our personal Twitter accounts: Travis Ricciardo:   / travmoneyofmine   Jonas Dorling:   / jdmoneyofmine   ------------------------------------------------------- ⚠️ 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 are not financial professionals. Money of Mine 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. Money of Mine 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 Money of Mine are their opinions only and may contain forward-looking statements that may not eventuate. Please read the full Disclaimer here: https://www.moneyofmine.com/privacy-p...