![]() ![]() ![]() “As a commodity price turns, you actually want to buy the worst companies because they rally hardest!”.“The assets don’t actually matter – it’s about whether the CEO can tell a story!”.“A large market cap is actually a negative for a stock as it limits your upside!”.The Metals and Mining sector is chock full of quotable anecdotes, truisms and sage advice from the industry’s veterans (this advice is freely available on many formats…podcasts, youtube, patreon! All for the low-low price of buying after the speaker is long and likely selling after they do as well!) Among the comments we often hear from anonymous avatar experts: While not unbelievably surprising (rallies after long bear markets often begin with a flows > fundamentals narrative), we believe relative value opportunities in today’s market stand out more than usual and should be thought about more critically as the cycle progresses. However, as many of our readers likely know, we have long bemoaned the inefficient deployment of capital in the trade. Since that time, investor interest in the space has increased and the price of the commodity and related equities have risen. Segra Capital launched Segra Resource Partners in 2018 to take advantage of what we believed was an underfollowed and mispriced opportunity in the uranium and nuclear power markets. Please see our “Terms” page link below for more information regarding this website. Disclaimer: Nothing that follows is investment advice. ![]()
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