Today’s show is a fantastic chat with fund manager Rick Squire.
We covered a heap of ground, from the possibility of a rare earths rebound, to where there’s value in the gold sector, as well as prioritising companies of scale, potential natural resources M&A and who’ll benefit from a lithium run up.
Enjoy the yarn!
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(0:00:00)Intro
(0:01:53)Rare Earths
(0:07:23)Petratherm
(0:12:08)Brazilian clay rare earths
(0:15:40)Gold excitement
(0:18:58)Meeka Metals
(0:25:04)Mid cap golds converting the gold price
(0:33:15)Pantoro
(0:36:15)Bellevue
(0:41:12)Gold Road
(0:44:50)Alto and Brighstar
(0:52:10)AIC Mines
(0:55:35)Undeveloped gold opportunities
(0:58:23)Patriot and potential lithium deals
