Picking Winners in Junior Mining with Richard Morrow of Lowell Resources Funds Management

Описание: We know how much you love the fundie chats so today we have interviewed Richard Morrow who sits on the Investment Committee at Lowell Resources Funds Management based in Melbourne. We venture into individual stocks such as Musgrave (MGV.asx), Predictive (PDI.asx), and Caravel (CVV.asx) and touch on all things happening in the mining sector at the moment.

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Pre-chat: 0:00
Introducing Richard: 2:08
Lowell’s investment style: 3:48
Why a listed fund structure? 7:42
Richard’s take on the Genesis vs Silver Lake Battle for Leonora: 10:35
How to have an edge when based in Melbourne 13:41
Musgrave Minerals (MGV) thesis: 15:45
Challenges getting a mine going in Victoria 20:59
Caravel (CVV) versus Rex Minerals (RXM) for copper juniors 24:57
Why Richard isn’t a fan of IRR as a project metric 28:09
The copper opportunities in North America (Canada specifically): 29:35
Nickel play Azure Minerals (AZS) in West Pilbara: 32:39
Gold developer Predictive Discovery (PDI) in West Africa: 35:00
De Grey (DEG) and Gold Road (GOR) – how does it play out? 38:23
Top-end gold consolidation: 41:02
Developer struggles and the “Profitless Boom” 43:02
Market labour supply: 45:14
Copper market insight: 47:05
Are junior copper plays the “prey” of Develop (DVP) or BHP?
Stranded assets as an investment thesis: 52:39
M&A leading to portfolio rationalisation – leaving “company making” assets behind: 54:06
Most difficult times to be in commodity and mining markets: 56:00
Melbourne conferences versus Diggers & Dealers: 1:01:25
Wrap-up: 1:02:40

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