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Picking Small Cap Gems with Matt Griffin
Manage episode 428493359 series 3359702
We went for a deep dive into the miners and contractors that make the cut for Aussie Small Cap fundie Matt Griffin’s portfolio.
Matt’s a thoughtful generalist investor with plenty of experience in the mining sector, and he currently operates as a co-portfolio manager at Maple-Brown Abbott.
We’ve discussed his uranium, copper, gold and energy holdings, as well as his views on the Canadian market, cost inflation across Australia and how he builds a small cap portfolio. Plus, a bumper under vs over-rated section.
Sign-up for the Director’s Special
All information in this podcast is for education and entertainment purposes only and is of general nature only.
The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.
MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
Thank you to our Partners:
Axis Mining Technology - Drill hole survey instrumentation experts
info@axisminetech.com - +61 (8) 9317 6911
Mineral Mining Services – Your preferred mining contractor
enquiry@mineralms.com.au - 1300 546 117
VRIFY – Communicate in 3D
grant@vrify.com
GetWet Solutions – Innovative bladder tanks for mobile water storage
Matt.hall@getwetsolutions.com.au - +61 475 627 569
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
kenny@sstone.com.au
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
davidh@creinsurance.com.au - +61 2 9493 6100
WA Water Bores – WA’s premier water well drilling company
James@wawaterbores.com.au - +61 429 695 538
K-Drill – Safe, reliable, and productive surface RC drilling
drew@k-drill.com.au
We use SPARK - Market data for active ASX Traders - https://sparktrader.com
(0:00:00)Introduction
(0:01:22)Uranium producers
(0:13:02)Nexgen not in portfolio
(0:14:16)Canada clamps down on M&A
(0:16:39)Metals Acquisition Ltd
(0:25:54)Growth of Genesis
(0:32:36)Perseus cash growth
(0:37:05)2 premier un-developed gold projects
(0:47:09)Energy
(0:54:35)SRG and Perenti - how do they make money?
(1:02:33)Over-rated / Under-rated
313 episodes
Manage episode 428493359 series 3359702
We went for a deep dive into the miners and contractors that make the cut for Aussie Small Cap fundie Matt Griffin’s portfolio.
Matt’s a thoughtful generalist investor with plenty of experience in the mining sector, and he currently operates as a co-portfolio manager at Maple-Brown Abbott.
We’ve discussed his uranium, copper, gold and energy holdings, as well as his views on the Canadian market, cost inflation across Australia and how he builds a small cap portfolio. Plus, a bumper under vs over-rated section.
Sign-up for the Director’s Special
All information in this podcast is for education and entertainment purposes only and is of general nature only.
The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.
MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
Thank you to our Partners:
Axis Mining Technology - Drill hole survey instrumentation experts
info@axisminetech.com - +61 (8) 9317 6911
Mineral Mining Services – Your preferred mining contractor
enquiry@mineralms.com.au - 1300 546 117
VRIFY – Communicate in 3D
grant@vrify.com
GetWet Solutions – Innovative bladder tanks for mobile water storage
Matt.hall@getwetsolutions.com.au - +61 475 627 569
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
kenny@sstone.com.au
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
davidh@creinsurance.com.au - +61 2 9493 6100
WA Water Bores – WA’s premier water well drilling company
James@wawaterbores.com.au - +61 429 695 538
K-Drill – Safe, reliable, and productive surface RC drilling
drew@k-drill.com.au
We use SPARK - Market data for active ASX Traders - https://sparktrader.com
(0:00:00)Introduction
(0:01:22)Uranium producers
(0:13:02)Nexgen not in portfolio
(0:14:16)Canada clamps down on M&A
(0:16:39)Metals Acquisition Ltd
(0:25:54)Growth of Genesis
(0:32:36)Perseus cash growth
(0:37:05)2 premier un-developed gold projects
(0:47:09)Energy
(0:54:35)SRG and Perenti - how do they make money?
(1:02:33)Over-rated / Under-rated
313 episodes
All episodes
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