Jeff Phillips: 2 Details That Make or Break a Mining Bet скачать в хорошем качестве

Jeff Phillips: 2 Details That Make or Break a Mining Bet

In today’s episode we’re sharing our discussion with resource investor Jeff Phillips. Jeff has near on 30 years’ experience speculating in the natural resource business, and along the way he’s crafted a simple and effective approach. It all comes down to people and share structure. In our conversation we explore why backing the right people, who often have a track record of success, and are aligned with you, as well as ensuring the company structure is right, is his method of unlocking value. 📰 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 – Opening Take: Jeff’s most controversial view — why stocks should have a one-year hold period. 03:47 – Australia vs. North America: How quickly insiders can sell and what it means for market discipline. 04:29 – Jeff’s Investing Framework: Patience, conviction, and holding positions for 2–3 years at a time. 10:15 – Alignment & Incentives: How Jeff analyzes options, performance rights, and insider ownership. 13:20 – The People Factor: Why management quality drives bull markets — and how euphoria fades fast. 16:51 – Position Building: How Jeff spreads bets across his 12 core names in different commodities. 21:22 – Corporate Outcomes: Selling vs. growing — how Jeff thinks about exits and company maturity. 27:36 – The Playbook: Jeff’s investing model from the 1990s bull run through to today’s cycle. 29:01 – The Oil & Gas Story: How one major energy play shaped his investing philosophy. 32:23 – Final Thoughts: Lessons on discipline, psychology, and long-term conviction. 33:10 – Outro & Sponsors: Partner shout-outs and disclaimers. ------------------------------------------------------- 🤝 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: Join the Money of Mine ⁠Discord Server⁠:   / discord   The Messenger chat has been sunset by Facebook. We have migrated to this Discord server 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   TikTok:   / 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...