5min chapter

Value Hive Podcast cover image

Will Thomson: Critical Raw Materials Deep Dive

Value Hive Podcast

CHAPTER

The Biggest Red Flags When Studying Mining Companies

Don't fall in love with the assets. That one got me badly with 3-Port Mac Moran. I tend to avoid management teams that are first-time. Each stage of the mine requires a different management team almost. Political risk management skill is obviously critical.

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