2 Fundies’ views on Uranium, Debt Funding and Management Premiums

On our voyage to Sydney, we sat down with Darko Kuzmanovic (Janus Henderson) and Matt Fist (Firetrail), alongside Livewire’s James Marley, to pick the brains of these resource investors. This video is part 2 of the interview, with part 1 posted on Livewire’s channel last Friday (link below). While part 1 covered resource investing fundamentals, lithium (IGO, PMT, PLS) and copper, part 2 dives further into copper, gold, some fascinating views on debt vs equity funding projects, management ...