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Navigating Market Chaos with Resource Investor Will Thomson

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Manage episode 481616871 series 3359702
Content provided by Mineral Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mineral Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Will Thomson of Massif Capital has a unique way of thinking about opportunities so we were thrilled to cover topics including tin and the DRC, copper and Zambia, USA’s growing understanding of mineral importance, gold miners in the Americas and some fascinating thoughts on the investment business.

Follow Will on Twitter @wmthomson22

Sign-up for the Director’s Special

Chapters:

(00:00:00) Introduction: Will Thompson

(00:02:30) Macro View: Resources vs. Mag 7

(00:08:00) Navigating Market Uncertainty

(00:11:00) Alphamin & DRC (AFM.V)

(00:21:00) Zambia's Copper Potential & Midnight Sun Play

(00:28:00) Gold Strategy: Equinox & Scale Debate

(00:35:00) Gold: G Mining & Guyana

(00:38:00) Portfolio Construction

(00:42:00) Idea Generation & The Multistrat Model

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Mineral Mining Services – Your preferred mining contractor

https://www.mineralminingservices.com.au/join-us/ - 1300 546 117

Grounded - Infrastructure for remote mining and civil projects Australia wide

Paul Natoli - [email protected]

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

http://www.rocktechnology.sandvik/groundsupport

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

[email protected] - +61 2 9493 6100

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

[email protected] - +61 416 015 876

KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance

[email protected] – 1300 143 947

Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries

[email protected] - +61 450 944 489

Cross Boundary Energy – Independent Power Producer for the global mining industry

[email protected] - +61 466 184 943

Buy Money of Mine MERCH

Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.

Money of Mine on YouTube, Twitter, LinkedIn & Instagram

  continue reading

452 episodes

Artwork
iconShare
 
Manage episode 481616871 series 3359702
Content provided by Mineral Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mineral Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Will Thomson of Massif Capital has a unique way of thinking about opportunities so we were thrilled to cover topics including tin and the DRC, copper and Zambia, USA’s growing understanding of mineral importance, gold miners in the Americas and some fascinating thoughts on the investment business.

Follow Will on Twitter @wmthomson22

Sign-up for the Director’s Special

Chapters:

(00:00:00) Introduction: Will Thompson

(00:02:30) Macro View: Resources vs. Mag 7

(00:08:00) Navigating Market Uncertainty

(00:11:00) Alphamin & DRC (AFM.V)

(00:21:00) Zambia's Copper Potential & Midnight Sun Play

(00:28:00) Gold Strategy: Equinox & Scale Debate

(00:35:00) Gold: G Mining & Guyana

(00:38:00) Portfolio Construction

(00:42:00) Idea Generation & The Multistrat Model

Please read our Privacy Policy and Disclaimer here

Thank you to our Partners:

Mineral Mining Services – Your preferred mining contractor

https://www.mineralminingservices.com.au/join-us/ - 1300 546 117

Grounded - Infrastructure for remote mining and civil projects Australia wide

Paul Natoli - [email protected]

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

http://www.rocktechnology.sandvik/groundsupport

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

[email protected] - +61 2 9493 6100

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

[email protected] - +61 416 015 876

KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance

[email protected] – 1300 143 947

Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries

[email protected] - +61 450 944 489

Cross Boundary Energy – Independent Power Producer for the global mining industry

[email protected] - +61 466 184 943

Buy Money of Mine MERCH

Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.

Money of Mine on YouTube, Twitter, LinkedIn & Instagram

  continue reading

452 episodes

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