4min chapter

Mining Stock Education cover image

How to Navigate a Resource Portfolio through a Bear Market with Fund Manager Matt Geiger

Mining Stock Education

CHAPTER

Adriatic Metals - I Like the Story

Adriatic remains a position of ours. One thing that I'm very much looking for in this market environment is companies being able to go well into late 2023, really into 2024 without raising additional capital. My base assumption is that markets are going to be rocky for another 12, 15, 18 months. And I'm bracing for the worst and holding a bigger cash position as a result than we would. But that said, you do not want to be in a position where you're raising in these distress circumstances. It could get worse before it gets better.

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