We Asked David Finch About 8 Polarising Mining Stocks

Gold, copper, tungsten, antimony, macro, micro… we cover it all in this ep with David Finch. 

We’ve got one of the sharpest operators in the commodity investment landscape on the show today. 

He joins us to chat through:  

• Commodities from a macro lens 

• The cost pressures facing companies 

• What margins are looking like 

• How equities have performed against the underlying 

• + a heap of the companies he follows closely 

…………… 

TIMESTAMPS  

(0:00) Hot Streak in Miners
(2:30) Gold Bull Case Stages
(5:30) Why Gold Stocks Outperform
(8:00) Barrick Strategy Questions
(10:50) M&A Discipline Debate
(14:10) Costs, Diesel, and Inflation
(18:40) Energy Metals Copper Run
(24:50) Rapid Fire Company Takes
(40:50) Wrap Up, Risks, and Thanks

…………… 

Join 19k+ subscribers to the ⁠⁠⁠⁠⁠⁠Director’s Special⁠⁠⁠⁠⁠⁠:one daily email with all the news that matters in mining  

…………… 

PARTNERS 

Thank you to the mining services businesses that make this content possible:  

• ⁠⁠⁠⁠⁠Sandvik Ground Support⁠⁠⁠⁠⁠⁠ – The only ground supportyou’ll ever need

• ⁠⁠⁠⁠⁠Titan Recruitment⁠⁠⁠⁠⁠ – Specialists in engineering and technology recruitment

• ⁠⁠⁠⁠⁠Focus by Marketech⁠⁠⁠⁠⁠ – All your mining news and market needs in one powerful platform | ⁠⁠⁠⁠⁠10-day free trial⁠⁠⁠⁠⁠

• ⁠⁠⁠⁠⁠SS&C Intralinks⁠⁠⁠⁠⁠ – Powering deals with unmatched security and efficiency

• ⁠⁠⁠⁠⁠Exceed Capital⁠⁠⁠⁠⁠ – Diversify your portfolio with Exceed’s property trusts

…………… 

FOLLOW & CONNECT 

• YouTube: ⁠⁠⁠⁠⁠⁠@MoneyofMine⁠⁠⁠⁠⁠⁠   

• Twitter / X: ⁠⁠⁠⁠⁠⁠@moneyofminepod⁠⁠⁠⁠⁠⁠

• ⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠ 

• Travis Ricciardo: ⁠⁠⁠⁠⁠⁠@TRAVmoneyofmine⁠⁠⁠⁠⁠⁠⁠ 

• Jonas Dorling: ⁠⁠⁠⁠⁠⁠@JDmoneyofmine⁠⁠⁠⁠⁠⁠⁠ 

• Email us Word on the Decline: ⁠⁠⁠⁠⁠gc@moneyofmine.com⁠⁠⁠⁠⁠ 

…………… 

DISCLAIMER 

All information in this podcast is for education andentertainment purposes only and is of general nature only. Please ensure you read our ⁠⁠⁠⁠⁠⁠full disclaimer⁠⁠⁠⁠⁠⁠.