Strategic resource investor David Lotan shares mining stock tips from his decades of experience investing in resource companies. Have a listen to this 45-minute discussion and learn from one of the best. David is the President of LHI an investment company focused on natural resource opportunities. In his previous career David was the founder and CEO of the structured finance operations of Polar Capital – a Canadian merchant bank and alternative asset manager, acted as a portfolio manager for the Ontario Teachers’ Pension Plan and was a risk management consultant with PricewaterhouseCoopers focused on commodities and rates. He is a Chartered Accountant and CPA and also the non-executive chairman of Aurion Resources.
1:00 David’s background and path to investing in mining stocks
9:56 What is David Lotan’s ideal junior mining investment?
17:19 Best place to find ten-baggers?
20:30 Juniors can take risks that senior mining companies can’t
22:27 What percentage of your portfolio is explorers?
25:31 David’s work with Aurion Resources
27:45 “Good exploration stories are a race between the shares outstanding and the drill bit”
29:20 Your exit strategy for an exploration company?
30:20 One of your failed mining investments and what did you learn?
33:21 “I bought 80% of the stock I own in the secondary market”
37:49 First thing to get right is the macro-story for a commodities
40:47 Commodities you are most bullish on?
Aurion Resources: https://www.aurionresources.com/
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