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. 

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(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