Money of Mine When to pick miners (Stephen Wood Interview)
We sat down with Stephen Wood of Eiger Capital to chat through his views on the world of resources.
Stephen has been invested in a host of companies across many commodities that we love to chat about, from goldies to iron ore, and uranium to rare earths.
He’s got a philosophy on picking miners coming to production in a bullish market which we got a kick out of debating with him.
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(0:00:00)Introduction
(0:01:27)Iron ore mirrors lithium
(0:21:40)Lynas & MP tie up?
(0:29:02)Iluka's funding gap
(0:32:57)Will BGL raise cash?
(0:39:41)BGL growth
(0:41:48)Why hold Deterra?
(0:46:48)The Uranium market
(1:04:45)Backing Whitehaven