Not having Conviction Hurts Returns (Dave Franklyn Interview)

We had natural resources fundie Dave Franklyn on to pick his brain on everything commodities related.

The world of commodities has changed quite a bit since we last spoke with Dave one year ago, so we revisited some favourite topics such as the forces moving gold, the state of the Chinese economy and building a resources portfolio, as well as why the world’s view of met coal has changed, whether this is a ‘pause’ for uranium and plenty more.

Thank you to our Podcast Partners:

Axis Mining Technology - Drill hole survey instrumentation experts
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VRIFY - Communicate in 3D
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SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical
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Marty Law - [email protected]
+61 439 917 192

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
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DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries
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Silverstone – Energy solutions for your business
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CHAPTERS

0:00:00 Dave Franklyn on MoM
0:01:10 Diggers sentiment
0:04:58 Key market observations
0:08:20 Shorting
0:12:13 Energy transition and Geopolitical
0:15:08 Oil & gas investing
0:16:22 High conviction
0:20:01 Gold
0:21:25 Capricorn Metals
0:26:35 Develop
0:31:49 Copper
0:33:49 Uranium
0:44:41 Met coal
0:47:38 Rare earths
0:51:21 PLS acquisition of LRS and also LTR
0:56:06 Rapid thoughts

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DISCLAIMER

All information in this podcast is for education and entertainment purposes only and is of general nature only.

The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

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