Go offline with the Player FM app!
Navigating Market Chaos with Resource Investor Will Thomson
Manage episode 481616871 series 3359702
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.
452 episodes
Manage episode 481616871 series 3359702
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.
452 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.