The Fremantle Fundie that picked WA1 at 20c and Almonty at $1 скачать в хорошем качестве

The Fremantle Fundie that picked WA1 at 20c and Almonty at $1

We sat down with Peter Prendiville and Chris Wiener, the people behind Norfolk Capital Management. Norfolk is one of the newest resource funds on the block. While being new, Norfolk’s returns have been spectacular since the fund kicked off, buoyed by a sound investment process and enviable exploration success. Pete and Chris shared this process through the conversation and explored the big winners they have had to date: WA1; Q2 Metals; Adriatic; New World; Almonty and Commerce Resources. And we spoke about the ideas that didn’t go to plan – being too early in beaten up commodities in names hampered by debt. Norfolk is currently positioned more defensively than historically, with the majority of their capital in cash. Naturally, the macro outlook behind this was something we had to talk about too. To wrap things up, we did an overrated-underrated segment. And we also spoke about our top longs and shorts we shared over a beer in November last year. This was recorded on 15th September 2025. Stocks mentioned in the episode include: WA1 AII QTWO.v ADT NWC MAC FFM GLEN.l CCE.v MRZ MIN MTM IPX PNR YRL BOE TRE JRV Connect with Peter Prendiville on LinkedIn here:   / peter-prendiville-53a76998   Connect with Chris Wiener on LinkedIn here:   / christopher-wiener-22874a4a   📰 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 00:00 - Intro 10:00 - Portfolio composition 12:20 - Big wins: Almonty 20:40 - Picking WA1 and QTWO early 24:00 - How important management is 29:40 - NWC, MAC, ADT 38:00 - GLEN, FFM 44:00 - What to avoid 48:50 - Outlook ahead 1:07:00 - Overrated/Underrated 1:17:00 - Predictions from last year: were we right or wrong ------------------------------------------------------- 🤝 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...