I sat down with Gwen Preston, newsletter writer, and ex-mining-journalist, on August 29, to talk about the current state of the commodity market, as well as pick her brain on what she looks for in a good junior mining company.
Is Gwen Preston Bullish or Bearish on Mining Stocks?
Although Gwen recently sold a portion of her mining stocks for tax purposes, she remains bullish on the metals and mining stocks.
Which Metals is the Mining Maven Bullish on?
Gwen is most bullish on uranium.
However, she is also bullish on the precious metals gold and silver.
For the growth side of the commodities market, Gwen is currently investing in copper, nickel, and lithium
How Does Gwen Research Good Mining Stocks to Invest in?
Gwen and I talked through my research framework, she helped me develop it, and told me what to look for in each of the areas that I research.
My research framework is called “The 10Ps”. Those “Ps” are:
- Primary metrics
Antonio Atanasov nor any of the people mentioned and/or featured in this publication are an investment advisor. Antonio Atanasov might own shares of companies mentioned in this publication. The information provided in this publication – and all other publications by Resource Talks – is impersonal in nature and meant for general information purposes only. Before taking any action on any investment, it is imperative that you consult with multiple licensed, experienced, and qualified investment advisors. Get numerous opinions before taking your own decision in the end. The minimum risk on any investment mentioned in this publication is 100% loss of capital.
Shortly: you will lose all of your money and possibly most of your brain cells if you listen to talking heads on the internet. Especially if they have orange hair and no experience (me).
Readers are cautioned that this presentation likely contains forward-looking statements about expected future events and the financial and operating performance of any companies potentially discussed herein. Reality often varies from people’s expectations. Managements like over-promising and under-delivering. If a manager was speaking in here, beware. Readers are encouraged to read the Cautionary Note on Forward-Looking Information and to consult the Company’s Annual Information Form, which is available on www.sedar.com. Reading the full disclaimer on the disclaimer page on this website is mandatory.
00:00 Important warning
00:40 Who is Gwen Preston, the Mining Maven?
10:20 How does Gwen pick sectors to invest in?
13:20 What metals is Gwen bullish on?
18:40 What metals is Gwen most bullish on?
26:00 Are we in a commodity supercycle?
29:00 Gwen on uranium
36:45 Why did Gwen sell some of her junior stocks?
42:00 How does Gwen research junior mining stocks?
42:20 #1: Primary metrics
48:00 #2: Promotion
54:10 #3: People
01:01:00 #4: Project
01:06:10 #5: Place
01:12:40 #6: Problems
01:12:40 #7: Plans
01:18:00 #8: Prudence
01:20:00 #9: Patience
01:24:00 #10: Price/potential
Was there something wrong with what the guests said? Did I fail to ask an important question? Did I make a mistake? Please tell me about it. Criticism and skepticism are highly welcome and help me learn. Thank you.