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The Overlooked Way to Play the Commodity Cycle (Baza Capital)

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Manage episode 449050301 series 3359702
Content provided by Mineral Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mineral Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

We’re pumped to share our discussion with the co-founders of Baza Capital, Will Sandover & Brayden McCormack.
We kick off the chat by hearing about the journey of starting a fund a couple months before covid swept through, and the various ups and downs since. The guys get into how they build their portfolio, how they’ve refined their strategy of the years & why they’re seeing value in the beaten-up mining services space, plus the alternative ways of playing the commodity cycle.
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Thank you to our Partners:

Mineral Mining Services – Your preferred mining contractor

enquiry@mineralms.com.au - 1300 546 117

Grounded - Infrastructure for remote mining and civil projects Australia wide

Paul Natoli - pn@groundedgroup.com.au

CrossBoundary Energy – Can-do independent power producer

tim.taylor@crossboundary.com - +61 466 184 943

Sandvik Ground Support – The only ground support you’ll ever need

https://www.dsiunderground.com/contact

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

davidh@creinsurance.com.au - +61 2 9493 6100

K-Drill – Safe, reliable, and productive surface RC drilling

drew@k-drill.com.au - +61 416 015 876

Daishsat – Geophysical survey experts

nathan.daish@daishsat.com - +61 433 261 071

Buy Money of Mine MERCH

Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.

Money of Mine on YouTube, Twitter, LinkedIn & Instagram
(0:00:00)Introduction
(0:01:30)Raising the funds money
(0:04:05)The Gold mix
(0:07:21)High conviction fund
(0:11:14)Market screening
(0:18:34)The lads working together
(0:25:07)Meeting management
(0:26:26)Unloved Mining Services companies
(0:28:36)Euroz Hartleys
(0:33:59)Lycopodium
(0:42:58)Vysarn

  continue reading

383 episodes

Artwork
iconShare
 
Manage episode 449050301 series 3359702
Content provided by Mineral Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mineral Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

We’re pumped to share our discussion with the co-founders of Baza Capital, Will Sandover & Brayden McCormack.
We kick off the chat by hearing about the journey of starting a fund a couple months before covid swept through, and the various ups and downs since. The guys get into how they build their portfolio, how they’ve refined their strategy of the years & why they’re seeing value in the beaten-up mining services space, plus the alternative ways of playing the commodity cycle.
Sign-up for the Director’s Special

Please read our Privacy Policy and Disclaimer here

Thank you to our Partners:

Mineral Mining Services – Your preferred mining contractor

enquiry@mineralms.com.au - 1300 546 117

Grounded - Infrastructure for remote mining and civil projects Australia wide

Paul Natoli - pn@groundedgroup.com.au

CrossBoundary Energy – Can-do independent power producer

tim.taylor@crossboundary.com - +61 466 184 943

Sandvik Ground Support – The only ground support you’ll ever need

https://www.dsiunderground.com/contact

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

davidh@creinsurance.com.au - +61 2 9493 6100

K-Drill – Safe, reliable, and productive surface RC drilling

drew@k-drill.com.au - +61 416 015 876

Daishsat – Geophysical survey experts

nathan.daish@daishsat.com - +61 433 261 071

Buy Money of Mine MERCH

Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.

Money of Mine on YouTube, Twitter, LinkedIn & Instagram
(0:00:00)Introduction
(0:01:30)Raising the funds money
(0:04:05)The Gold mix
(0:07:21)High conviction fund
(0:11:14)Market screening
(0:18:34)The lads working together
(0:25:07)Meeting management
(0:26:26)Unloved Mining Services companies
(0:28:36)Euroz Hartleys
(0:33:59)Lycopodium
(0:42:58)Vysarn

  continue reading

383 episodes

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