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Not having Conviction Hurts Returns (Dave Franklyn Interview)

1:07:49
 
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Manage episode 435737940 series 3359702
内容由Mineral Media提供。所有播客内容(包括剧集、图形和播客描述)均由 Mineral Media 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

We had natural resources fundie Dave Franklyn on to pick his brain on everything commodities related.
The world of commodities has changed quite a bit since we last spoke with Dave one year ago, so we revisited some favourite topics such as the forces moving gold, the state of the Chinese economy and building a resources portfolio, as well as why the world’s view of met coal has changed, whether this is a ‘pause’ for uranium and plenty more.
Sign-up for the Director’s Special

All information in this podcast is for education and entertainment purposes only and is of general nature only.

The hosts of Money of Mine (MoM) are not financial professionals. MoM 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.

MoM 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 MoM are their opinion only and may contain forward looking statements that may not eventuate.

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

Thank you to our Partners:

Axis Mining Technology - Drill hole survey instrumentation experts

info@axisminetech.com – call Shaun Oehlman - +61457053260

Mineral Mining Services – Your preferred mining contractor

enquiry@mineralms.com.au - 1300 546 117

VRIFY – Communicate in 3D

grant@vrify.com

SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical

Marty Law - mjl@smelectrical.com.au - +61 439 917 192

DSI Underground – Ground support gurus

https://www.dsiunderground.com/contact

Silverstone – Energy solutions for your business

kenny@sstone.com.au

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

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

Greenlands Equipment – Turnkey mine water management

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

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

drew@k-drill.com.au

We use SPARK - Market data for active ASX Traders - https://sparktrader.com

(0:00:00)Dave Franklyn on MoM
(0:01:10)Diggers sentiment
(0:04:58)Key market observations
(0:08:20)Shorting
(0:12:13)Energy transition and Geopolitical
(0:15:08)Oil & gas investing
(0:16:22)High conviction
(0:20:01)Gold
(0:21:25)Capricorn Metals
(0:26:35)Develop
(0:31:49)Copper
(0:33:49)Uranium
(0:44:41)Met coal
(0:47:38)Rare earths
(0:51:21)PLS acquisition of LRS and also LTR
(0:56:06)Rapid thoughts

  continue reading

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Artwork
icon分享
 
Manage episode 435737940 series 3359702
内容由Mineral Media提供。所有播客内容(包括剧集、图形和播客描述)均由 Mineral Media 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

We had natural resources fundie Dave Franklyn on to pick his brain on everything commodities related.
The world of commodities has changed quite a bit since we last spoke with Dave one year ago, so we revisited some favourite topics such as the forces moving gold, the state of the Chinese economy and building a resources portfolio, as well as why the world’s view of met coal has changed, whether this is a ‘pause’ for uranium and plenty more.
Sign-up for the Director’s Special

All information in this podcast is for education and entertainment purposes only and is of general nature only.

The hosts of Money of Mine (MoM) are not financial professionals. MoM 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.

MoM 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 MoM are their opinion only and may contain forward looking statements that may not eventuate.

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

Thank you to our Partners:

Axis Mining Technology - Drill hole survey instrumentation experts

info@axisminetech.com – call Shaun Oehlman - +61457053260

Mineral Mining Services – Your preferred mining contractor

enquiry@mineralms.com.au - 1300 546 117

VRIFY – Communicate in 3D

grant@vrify.com

SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical

Marty Law - mjl@smelectrical.com.au - +61 439 917 192

DSI Underground – Ground support gurus

https://www.dsiunderground.com/contact

Silverstone – Energy solutions for your business

kenny@sstone.com.au

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

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

Greenlands Equipment – Turnkey mine water management

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

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

drew@k-drill.com.au

We use SPARK - Market data for active ASX Traders - https://sparktrader.com

(0:00:00)Dave Franklyn on MoM
(0:01:10)Diggers sentiment
(0:04:58)Key market observations
(0:08:20)Shorting
(0:12:13)Energy transition and Geopolitical
(0:15:08)Oil & gas investing
(0:16:22)High conviction
(0:20:01)Gold
(0:21:25)Capricorn Metals
(0:26:35)Develop
(0:31:49)Copper
(0:33:49)Uranium
(0:44:41)Met coal
(0:47:38)Rare earths
(0:51:21)PLS acquisition of LRS and also LTR
(0:56:06)Rapid thoughts

  continue reading

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