In Today’s episode is an across-the-board conversation with Melbourne based fundie Emanuel Datt.
We kick off by hearing how he’s thinking about the excess and frothy behaviour we’re seeing in markets, segueing into gold, gold miners and portfolio construction.
The discussion moves to his long-term bets on high quality companies, including WA1, as well as exploring where rare earths and other niche metals like antimony could go from here.
We cover his views on miners in the tin, silver and PGM space and wrap up the show with a juicy underrated vs overrated debate.
Stocks covered: GMD, VAU, RMS, WGX, MEK, GHM, FRS, GBR, CYL, PDI, SMI, TSO, WA1, ALK, ENR, LYC, MLX, SRZ, HAV, CYM
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TIMESTAMPS
(00:00) – Introduction & Market Overview
(05:00) – Market Sentiment & Investment Approaches
(10:00) – Technology, Recovery, and Government Policy
(12:10) – Vault Buyback & Performance
(12:40) – Genesis & Vault: Mid-cap Producers
(13:10) – Meeka Metals: Ramp-up & Value
(20:00) – Portfolio Strategies & Gold Allocation
(24:50) – Predictive Discovery: West Africa Focus
(28:50) – WA1: Portfolio Role & Asset Quality
(32:40) – WA1: Development, Deals & Strategy
(38:10) – WA1: Exploration & Industry Comparison
(43:00) – Meeka: Deal Potential & Market Cap
(46:40) – Metals X: Tin Exposure & Company Strategy
(50:00) – Niche Metals, Juniors, and Closing Thoughts
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