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.
