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
Paul Natoli - pn@groundedgroup.com.au
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
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
davidh@creinsurance.com.au - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
drew@k-drill.com.au - +61 416 015 876
Daishsat – Geophysical survey experts
nathan.daish@daishsat.com - +61 433 261 071
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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