Understanding the potential rewards & idiosyncratic risks associated with resource stocks is challenging at the best of times.
However here, top notch, fund managers & industry specialists - Georges Lequime & Mark Smith of Amati Strategic Metals - provide me with a masterclass in this exciting asset class.
What is a strategic metal? Start
Why is this sector is interesting. 01:23
Portfolio benefits of precious metals. 03:58
Where is the gold price heading? 05:43
Why buy stocks, rather than the commodity? 09:23
Preference for small/midcaps vs largecaps. 11:08
Atlantic Lithium. 13:48
Managing geopolitical risk. 18:33
AngloGold Ashanti. 21:23
Talga Resources. 25:08
Fresnillo. 31:08
Cameco. 35:43
Hochschild Mining. 40:18
Centaurus metals. 43:48
M&A upside. 45:53
Investment time horizons & targeted returns. 49:13
K92 Mining. 52:23
How to invest in the fund. 56:53