Navigating Mining Valuations

This chapter explores the intricate process of valuing mining companies, contrasting straightforward technical evaluations with the more complex qualitative assessments. It emphasizes the importance of due diligence, local insights, and relationship building in navigating the mining investment landscape, particularly in high-risk areas like Congo.

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Episode notes

IN THIS EPISODE, YOU’LL LEARN:

01:34 - How to apply probabilistic thinking when approaching investing.
14:26 - Will’s structure for the “perfect portfolio”.
32:29 - Why Uranium hasn’t performed as most hoped for in 2022.
40:11 - How the sustainable energy supply chain is struggling to achieve healthy margins.
54:58 - Assessing different types of risk including political risk.
1:00:04 - The stock pick that got Will accepted into the prestigious Value Investors Club (founded by Joel Greenblatt) and what stock he would pitch today.
And much, much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

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Massif Capital Website.
Will Thomson Twitter.
Trey Lockerbie Twitter.

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