Dave Lotan – Macro Trends For Investing In Natural Resource Companies
Dave Lotan, activist investor in small cap natural resource companies and Chairman of Aurion Resources (TAX.V:AU – OTCQX:AIRRF), joins us for a general discussion on investing in resource companies and the trends he is paying attention to. We review the mergers and acquisitions we’ve seen over the last few years, and the kinds of deals we’ve not seen, and what that may mean for junior mining developers. Next we discuss the impacts of inflation on development stage projects, and some of the recent big misses by producers with cost overruns. Dave also addresses jurisdictions he avoids and those he likes, in combination with the types and mining approaches being proposed. We wrap up with some thoughts around the commodities and sectors related to energy and food, and how both the fossil fuels and energy metals have interesting futures ahead of them for the foreseeable future.
If you have any topics or questions you would like us to discuss with Dave in future calls, then please email us at Fleck@kereport.com and Shad@kereport.com.