Mines and Money spoke to Rick Rule, Chairman of Sprott Global, ahead of his keynote presentations at both Mines and Money Australia and Mines and Money London later in the year.
We asked Rick for his opinions on the state of the market, his top picks for commodities and what questions investors should be asking the management teams of mining companies to gauge their investment potential. Listen to the podcast with your Mines and Money login (or create your account here).
Questions:
- Do you think we’ve reached the bottom of the market for mining stocks? And what are the signals that support your position?
- What will be the factors that trigger a recovery and what timeframe could we see that happen?
- Which commodities do you think will display the strongest upside in the next 3-5 years? What are the drivers behind this?
- At Mines and Money Australia in late October and Mines and Money London in December– both of which you’ll be presenting at – there will be a large selection of mining companies showcasing their company credentials and projects. As this presents a chance to speak directly to senior executives from these companies, what key questions should investors be asking to gauge a company’s investment potential?
- Conversely, how should junior mining companies be positioning themselves to attract investment?
- With traditional funding sources remaining tight, which sources of alternative finance do you think we’ll see the most growth in over the next year?
- As an endnote, with share prices having gone through a fairly sustained phase of underperformance, can you outline the case to any detractors out there for the long-term benefits of investing in mining stocks?
As Rick Rule puts it in this podcast, current market conditions create a “once-in-a-decade opportunity to stock up on the best juniors”. At both Mines and Money Australia and Mines and Money London, investors have the ability to speak directly with the executive management teams of a wide range of global mining companies to assess their investment potential and make informed investment decisions. For a list of mining companies being showcased at each event, click here for Australia and here for London.
Along with the chance to assess and compare mining companies and projects, delegates will hear from extensive speaker rosters of leading resource investors and mining entrepreneurs for market analysis, forecasts, networking, interactive sessions and deal-making.
Download the Agenda for Mines and Money Australia
Download the Agenda for Mines and Money London
Rick Rule invites you to subscribe to Sprott’s new daily investment newsletter, Sprott’s Thoughts, which features daily market commentary from his team (and himself) at Sprott Global Resource Investments Ltd., as well as his partners at Sprott Asset Management. Go to sprottgroup.com/subscribe to subscribe (you’ll also receive a FREE electronic copy of the “Sprott Gold Book,” by Eric Sprott).
The post Podcast: Rick Rule: “A Once-in-a-Decade Opportunity to Stock Up on the Best Juniors” appeared first on Mines and Money.