Matt Griffin is back. Two years on from his last chat with us, the Maple-Brown Abbott small caps PM returns to unpack a macro-dominated FY26 that saw 75% of active managers underperform the index.
It's a full tour of the small cap resources landscape, from gold to uranium, aluminium and the mining services boom.
In this ep, Matt covers:
Why gold swelled to 18% of the small cap index, and why the coming quarterly season could disappoint
His stock theses on Bellevue, Catalyst Metals and long-term holding Genesis Minerals
Uranium's brutal working capital cycle and why Paladin is his only exposure
(0:00) Small Caps Valuation Snapshot (10:00) Gold Stock Picks and Process (26:20) Why Paladin Stands Out (33:00) Alcoa Aluminium Bull Case (40:50) Mining Services Rerate (48:30) Tin and Rare Earths Wrap
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