Our conversation with Will Thomson of Massif Capital covered plenty of ground including the art of short selling as well as specific company shorts, the change in sentiment around copper, the long & short of lithium, whether uranium is misunderstood, how Will structures Massif’s portfolio and his lessons from insurance and much more.
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All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.
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(0:00:00)Big Announcement
(0:06:55)Will Thomson
(0:09:03)Why short Piedmont Lithium
(0:14:43)When's the right time to short
(0:20:04)The Fund Manager - Prime Broker relationship
(0:25:55)Massif's Lithium Americas holding
(0:28:59)Will Milei be beneficial for mining in Argentina?
(0:31:33)The Lundin Family BIG copper play
(0:36:31)A sentiment change in copper
(0:40:41)Copper torque
(0:46:05)The right number of positions in a portfolio
(0:47:24)The mindset change from insurance to equity investing
(0:52:12)Whether to hedge currency risk
(0:54:27)The process of writing out your ideas
(0:57:02)Centaurus and the broader Nickel market
(1:04:03)Are China ramping up Lepidolite to buy Western Mines cheaper?
(1:06:43)Has uranium strucutrally changed?
(1:09:10)Is this company a fraud?
(1:12:49)Massif's Adriactic investment
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