We went for a deep dive into the miners and contractors that make the cut for Aussie Small Cap fundie Matt Griffin’s portfolio.
Matt’s a thoughtful generalist investor with plenty of experience in the mining sector, and he currently operates as a co-portfolio manager at Maple-Brown Abbott.
We’ve discussed his uranium, copper, gold and energy holdings, as well as his views on the Canadian market, cost inflation across Australia and how he builds a small cap portfolio. Plus, a bumper under vs over-rated section.
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(0:00:00)Introduction
(0:01:22)Uranium producers
(0:13:02)Nexgen not in portfolio
(0:14:16)Canada clamps down on M&A
(0:16:39)Metals Acquisition Ltd
(0:25:54)Growth of Genesis
(0:32:36)Perseus cash growth
(0:37:05)2 premier un-developed gold projects
(0:47:09)Energy
(0:54:35)SRG and Perenti - how do they make money?
(1:02:33)Over-rated / Under-rated
