Strategic Resource Investor David Lotan Shares Mining Stock Tips (45min Discussion with a Pro)

Strategic resource investor David Lotan shares mining stock tips from his decades of experience investing in resource companies. Have a listen to this 45-minute discussion and learn from one of the best. David is the President of LHI an investment company focused on natural resource opportunities. In his previous career David was the founder and CEO of the structured finance operations of Polar Capital – a Canadian merchant bank and alternative asset manager, acted as a portfolio manager for the Ontario Teachers’ Pension Plan and was a risk management consultant with PricewaterhouseCoopers focused on commodities and rates. He is a Chartered Accountant and CPA and also the non-executive chairman of Aurion Resources. 0:00 Introduction 1:00 David’s background and path to investing in mining stocks 9:56 What is David Lotan’s ideal junior mining investment? 17:19 Best place to find ten-baggers? 20:30 Juniors can take risks that senior mining companies can’t 22:27 What percentage of your portfolio is explorers? 25:31 David’s work with Aurion Resources 27:45 “Good exploration stories are a race between the shares outstanding and the drill bit” 29:20 Your exit strategy for an exploration company? 30:20 One of your failed mining investments and what did you learn? 33:21 “I bought 80% of the stock I own in the secondary market” 37:49 First thing to get right is the macro-story for a commodities 40:47 Commodities you are most bullish on? Aurion Resources: https://www.aurionresources.com/ Sponsor: https://fpxnickel.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.