Fund manager, David Finch of Ixios Asset Management kindly joined us to explore the full spectrum of mining equites. We largely discuss the state of gold miners who will be flush with cash at current gold prices. The question on David’s mind: which ones will allocate that cash best?
Plus we explore the more ‘out of favour’ commodities on David’s mind.
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Chapters:
(0:00) Preview
(0:17) David Finch joins, state of gold miners today
(5:50) Exemplary Capital Management (AEM)
(8:10) Growth M&A vs. Per-Share Value
(13:35) China's Strategic Gold Accumulation
(16:00) Portfolio Strategy: Quality vs. Leverage
(20:00) Australia vs. Canada
(29:40) Transition Metals: Copper Outlook
(48:30) Contrarian Views & Copper Stock Value
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