The window is closing - why there will be no more 'buyer-friendly' resource stocks after 2024

Поделиться
HTML-код
  • Опубликовано: 15 окт 2024

Комментарии • 18

  • @eoinmurphy572
    @eoinmurphy572 9 месяцев назад +3

    Great interview! I value Warren Gilmans insights highly and I love QRCs business model.

  • @ElenaMarianaa
    @ElenaMarianaa 9 месяцев назад +1

    Awesome insights on the closing window for buyer-friendly resource stocks! Heard Fuse Minerals is making waves with their lithium and rare earth prospectivity in Aussie exploration. Any chance you could share your take on them in an upcoming video?

  • @paulsteen7641
    @paulsteen7641 9 месяцев назад +4

    Interesting, first person I’ve heard suggesting now good time to be investing in copper. Mostly what I’ve heard is if economic contraction likely in 2024 to wait til economy/demand thesis better. I imagine as he invests so much money for clients he knows more than many others

    • @Minneolaos
      @Minneolaos 9 месяцев назад +2

      Good question. Copper is used in construction. In a severe recession construction plummets. That's why copper should drop in price. But, copper is an essential resource and one of the most valuable assets on planet Earth. Therefore, it's not impossible for the price of copper to reflect "true value".

  • @jeanpaulfelix4095
    @jeanpaulfelix4095 9 месяцев назад +1

    I reccomended a stock to a friend ( which i never do) , 18 months ago. It was boss energy. He asked me how my uranium stock was a doing, with a bit of snicker, ( he only buy fang stocks). I told him it has doubled. He wasn't laughing anymore.

    • @Mrtrancefreak50
      @Mrtrancefreak50 9 месяцев назад

      Diamondback energy???

    • @scott4499
      @scott4499 8 месяцев назад

      ​@Mrtrancefreak50 I think he meant the Cramer acronym Facebook-Amazon-Netflix-Google.
      It's a bit outdated. Last year it was the Magnificent 7 that were the darlings of the S&P.

  • @JHatLpool
    @JHatLpool 9 месяцев назад

    Great discussion and interview.

  • @AlpineStacker
    @AlpineStacker 9 месяцев назад +1

    Interesting interview!

  • @martinishakerxxl
    @martinishakerxxl 9 месяцев назад

    A new gold deal this week? Seems Warren said so

  • @chrismo2922
    @chrismo2922 9 месяцев назад

    92E. Still 25% upside from ATHA merger

  • @rayng4336
    @rayng4336 9 месяцев назад +2

    Because of such hysteria, there's going to be a market altering event that will crash the uranium price that will make most investors broke. Stay close to the exit.

    • @lukedecelis3090
      @lukedecelis3090 9 месяцев назад +2

      A supply/demand analysis will cause a meltdown?

    • @ianwilson5669
      @ianwilson5669 9 месяцев назад +2

      😂😂😂
      Bullshit.

    • @Mrtrancefreak50
      @Mrtrancefreak50 9 месяцев назад

      Brother you don't do a lick of macro research if that's what you think, research something other than past investment trends

  • @friendlychat34
    @friendlychat34 9 месяцев назад

    I reckon his next investment is nova resources and their alaska mine, that orebody is fuckin gnarly

  • @amywhite752
    @amywhite752 6 месяцев назад

    Way too egocentric for me. Anyone who talks up their own book like this, saying it can only go further up, 🟰 danger, buyer beware. “80% of my clients are billionaires and they came to me…” Let’s see it!