321. The hidden opportunities in today’s metal market
Description
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: ...
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