321. The hidden opportunities in today’s metal market

FundCalibre - Investing on the go

Georges Lequime, co-manager of the WS Amati Strategic Metals fund, gives an update on the current trends in the strategic metals market, particularly focusing on gold and silver. We also look at the broader metals market, emphasising the lengthy lead times for mining projects and the sector's need for capital investment. Georges tells us why he’s predicting a strong future for metals, and lithium's growing importance in energy storage and electric vehicles.
What’s covered in this episode:

• Gold equities versus the gold spot
• Valuation in gold miners
• Today’s opportunities in silver miners
• What’s more exciting: silver or gold?
• The role of metals in the shift to decarbonisation
• The impact of lead time in the mining sector
• Increased demand for lithium
• M&A activity within the portfolio
• What do precious metals add to a portfolio?
• How do metals perform in a rate cutting environment?
• Why site visits are an essential part of the job

More about the fund:
WS Amati Strategic Metals is a great portfolio diversifier that taps into unique investment opportunities, including the transition to a lower-carbon world. The fund benefits from having co-managers with both strong technical and industry knowledge, and who use their global network of CEOs, brokers, commodity traders, mining engineers and geologists to unearth the best opportunities in the sector.
Learn more on fundcalibre.com
Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.