Contrarian Bets: Brian Laks on Lithium, Coal & Uranium

Описание: Coal and lithium are down 60 - 90% from their highs, uranium stocks have risen tenfold, and copper is on the cusp of breaking out. Where does a contrarian put capital next?

In this episode, Brian Laks (Old West Management) shares how he’s positioning after being early and right on uranium:

• Why coal and lithium are attractive again after brutal selloffs
• How he identifies large, low-cost supply before the cycle turns
• What uranium looks like today vs. five years ago
• Why copper still has room to surprise to the upside
• How he rotates portfolios—harvesting crowded trades, redeploying into hated ones

If you want to understand how a contrarian fund manager is navigating today’s commodity cycles, this is a must-listen.

Connect with Brian on LinkedIn on X:

• linkedin.com/in/brianlaks

• x.com/brianlaks

Companies mentioned include:

LUN.TO, ADT, AFM.V, NGEX.TO, WA1, MLX, SQM.NYSE, ALB.NYSE

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▶️ CHAPTER TIMESTAMPS

0:00 – Intro
5:50 – Portfolio Approach
9:30 – Where are we within the uranium cycle
12:50 – How much he has invested in Uranium
17:00 – Did he stock up on Uranium while it’s been down?
20:00 – Restart and new Projects
25:20 – Copper
28:10 – NGEX and FILO
31:20 – Argentina problems
33:30 – Tin market
39:30 – Commodity Ratings
55:50 – Final Thoughts


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