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Avoiding Red Flags 🚩 & Timing the Entry with Acorn Capital's Rick Squire & Karina Bader
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JD sat down with the duo that runs Acorn Capital’s NextGen Resource Fund for wide-ranging chat on all things resource investing.
Rick & Karina shared where they pick to invest along the Lassonde Curve, what sort of commodities and deposit styles they like, the red flags they look out for, how they diversify the portfolio across stages + commodities plus a heap of hot takes on dozens of resource plays.
Enjoy the chat & let us know your thoughts!
Thank you to our Podcast Partners:
Terra Capital – Specialist Investment manager in the natural resources sector
K-Drill – Safe, reliable, and productive surface RC drilling
JP Search – Recruitment specialists for the financial world
Anytime Exploration Services - Exploration workers, equipment, core cutting/storage plus much more
SMEC Power & Technology – Electrical specialists for the mining industry
-------------------------------
FOLLOW US
Join our Money Miner Facebook Group:
Sign-up for our Weekly Newsletter:
Subscribe to our podcast wherever you listen to them:
Follow us on all social platforms to stay up-to-date:
We have personal Twitter accounts you can follow too:
-------------------------------
CHAPTERS
0:00 Coming up
0:51 Intro
3:49 Welcoming Rick & Karina onto Money of Mine
4:33 Are they excited about opportunities right now?
6:05 Capital raisings going on at the moment
6:48 Where are we in the broader cycle
7:55 Project quality vs Macro environment
8:42 How’s the funds management landscape changed?
11:50 Acorn’s investment process
13:52 Staying disciplined
16:50 Spreading investment across the lassonde curve
19:55 The importance of quality management
21:16 The propriety database
23:50 Ranking resources
26:33 De Grey the one that got away
28:32 Red flags to look out for!
31:40 Why aren’t there more copper mines in Australia?
37:21 Weighing up Aussie copper plays (MAC, 29M)
44:41 Why invest in hard rock lithium over brine projects?
47:08 Will DLE change the lithium market?
49:28 Lessons from studying lithium
51:09 Acorn’s best performing picks
51:40 Has Azure Minerals peaked?
55:00 Scoping study challenges with marketing
57:15 Does Boss Energy still have room to run?
1:00:44 Red 5’s good couple of quarters
1:02:40 The funds detractors – what has set Acorn back?
1:02:55 Patriot – the red flags don’t apply?
1:05:17 Leo Lithium’s tough time
1:08:21 Under-rated vs Over-rated!
1:11:44 Wrap-Up
-------------------------------
DISCLAIMER
All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.
Rick & Karina shared where they pick to invest along the Lassonde Curve, what sort of commodities and deposit styles they like, the red flags they look out for, how they diversify the portfolio across stages + commodities plus a heap of hot takes on dozens of resource plays.
Enjoy the chat & let us know your thoughts!
Thank you to our Podcast Partners:
Terra Capital – Specialist Investment manager in the natural resources sector
K-Drill – Safe, reliable, and productive surface RC drilling
JP Search – Recruitment specialists for the financial world
Anytime Exploration Services - Exploration workers, equipment, core cutting/storage plus much more
SMEC Power & Technology – Electrical specialists for the mining industry
-------------------------------
FOLLOW US
Join our Money Miner Facebook Group:
Sign-up for our Weekly Newsletter:
Subscribe to our podcast wherever you listen to them:
Follow us on all social platforms to stay up-to-date:
We have personal Twitter accounts you can follow too:
-------------------------------
CHAPTERS
0:00 Coming up
0:51 Intro
3:49 Welcoming Rick & Karina onto Money of Mine
4:33 Are they excited about opportunities right now?
6:05 Capital raisings going on at the moment
6:48 Where are we in the broader cycle
7:55 Project quality vs Macro environment
8:42 How’s the funds management landscape changed?
11:50 Acorn’s investment process
13:52 Staying disciplined
16:50 Spreading investment across the lassonde curve
19:55 The importance of quality management
21:16 The propriety database
23:50 Ranking resources
26:33 De Grey the one that got away
28:32 Red flags to look out for!
31:40 Why aren’t there more copper mines in Australia?
37:21 Weighing up Aussie copper plays (MAC, 29M)
44:41 Why invest in hard rock lithium over brine projects?
47:08 Will DLE change the lithium market?
49:28 Lessons from studying lithium
51:09 Acorn’s best performing picks
51:40 Has Azure Minerals peaked?
55:00 Scoping study challenges with marketing
57:15 Does Boss Energy still have room to run?
1:00:44 Red 5’s good couple of quarters
1:02:40 The funds detractors – what has set Acorn back?
1:02:55 Patriot – the red flags don’t apply?
1:05:17 Leo Lithium’s tough time
1:08:21 Under-rated vs Over-rated!
1:11:44 Wrap-Up
-------------------------------
DISCLAIMER
All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.
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