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Nov 2024
1h 2m

The Overlooked Way to Play the Commodity...

Mineral Media
About this episode

We’re pumped to share our discussion with the co-founders of Baza Capital, Will Sandover & Brayden McCormack.

We kick off the chat by hearing about the journey of starting a fund a couple months before covid swept through, and the various ups and downs since. The guys get into how they build their portfolio, how they’ve refined their strategy of the years & why they’re seeing value in the beaten-up mining services space, plus the alternative ways of playing the commodity cycle. 

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Mineral Mining Services – Your preferred mining contractor

 

enquiry@mineralms.com.au - 1300 546 117

 

Grounded - Infrastructure for remote mining and civil projects Australia wide

 

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CrossBoundary Energy – Can-do independent power producer

 

tim.taylor@crossboundary.com - +61 466 184 943

 

Sandvik Ground Support – The only ground support you’ll ever need

 

https://www.dsiunderground.com/contact

 

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davidh@creinsurance.com.au - +61 2 9493 6100

 

K-Drill – Safe, reliable, and productive surface RC drilling

 

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(0:00:00)Introduction

(0:01:30)Raising the funds money

(0:04:05)The Gold mix

(0:07:21)High conviction fund

(0:11:14)Market screening

(0:18:34)The lads working together

(0:25:07)Meeting management

(0:26:26)Unloved Mining Services companies

(0:28:36)Euroz Hartleys

(0:33:59)Lycopodium

(0:42:58)Vysarn

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