Money of Mine 30 Fundies Share Their Best Picks for 2026 (Part 1)
Dec 9, 2025
Guest
Christopher Schmidt
Guest
Anthony Kavanagh
Guest
Russell Delroy
Guest
Henry Ruehl
Guest
Kingsley Jones
Guest
Warren Gilman
Guest
Ben Richards
In this insightful discussion, Ben Richards, a fund manager at Seneca Financial, shares his enthusiasm for bauxite and coal while spotlighting exploration spend benefits. Warren Gilman from Queens Road Capital positions uranium as a top commodity, critiquing China's dominance in rare earths. Kingsley Jones emphasizes copper and niche metals like molybdenum. Others, like Russell Delroy, speculate on macro trends and nickel opportunities, while Anthony Kavanagh highlights small-cap copper potential, making for a dynamic conversation about the future of commodities.
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Under‑the‑Radar Gold Developer
- New Murchison Gold could generate outsized cash flows from a favourable ore sale agreement and high open-cut grades.
- Rick Squire highlights a potential cash position near A$200m versus a ~A$450m market cap which signals underappreciated upside.
Play Services To Ride Exploration Upswing
- Consider services stocks like XRF Scientific to ride exploration spend as explorers raise cash and drill more.
- Ben Richards calls XRF attractive on a 21x PE with recurring revenue and rising sample volumes.
Discounted Holding Company Opportunity
- Queens Road Capital trades at a material discount to NAV despite owning high-performing assets like NextGen.
- Warren Gilman argues the discount plus rising dividends creates an asymmetric risk/reward for investors.