I'm excited to share my conversation with Raging Bull Cap on BQE Water $BQE.V.
DISCLAIMER: I DO NOT OWN SHARES IN $BQE AS OF THE DATE OF THIS PODCAST OR AT ANY POINT BEFORE THE PODCAST. THAT COULD CHANGE IN THE FUTURE AND I WILL PROBABLY BUY SOME SHARES ON A PULLBACK IF I EVER GET ONE. DYODD PEOPLE NONE OF THIS IS INVESTMENT ADVICE.
With that out of the way, I think you'll love this conversation. BQE is right up my alley and a perfect way to play the metals and mining cycle. It's a picks and shovels water play with low float, decent insider ownership, and an inflecting business model with multiple near-term catalysts.
Raging Bull does a great job breaking down the thesis. If you like this podcast and want to learn more about him, check him out on Twitter/X @RagingBullCap or on substack ragingbullinvestments.substack.com.
Finally, a big thanks to the following sponsors for making the podcast a reality.
Mitimco
This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.
For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!
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Marhelm
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