Contrarian Mining Stock Investing Opportunities with Expert Tyron Breytenbach
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Description
Tyron Breytenbach shares expert mining stock investment advice and pro tips in this 40-minute MSE episode. He also reveals where he sees contrarian investing opportunities and discusses some stocks in which he is invested. Tyron is a former equity analyst at Cormark Securities and Stifel Canada where he interacted extensively with the international investment community. Prior to joining Lithium Africa as CEO, Mr. Breytenbach was a Senior Partner and Managing Director in the investment banking group at Canada’s largest employee-owned dealer. Before entering capital markets, Mr. Breytenbach spent a decade in the mining industry as a geologist where he focused on orogenic and epithermal gold deposits and specialized in resource estimation. Mr. Breytenbach holds a BSc (Honours) Degree from Rand Afrikaans University in South Africa and is a designated P.Geo in Ontario. 0:00 Introduction 0:45 Contrarian opportunities 5:27 What will attract mine development capital? 10:26 Macro data you engage? 11:11 Mining stock shorting: an information war 17:20 Ideal resource sector money manager profile 19:57 Mine restart plays 24:59 “Go with mine that needs less capital” 25:44 Angle / BHP deal 28:34 How Tyron is playing the copper space 29:37 Ideal copper porphyry development financing package 31:37 Why partner at asset, not company, level as an explorecos? 33:48 Using mining Twitter Tyron’s Twitter: https://x.com/Tyronsmining Tyron is CEO at https://li-africa.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 This was not a sponsored interview. Coppernico Metals, mentioned by Tyron, is a multi-year MSE sponsor company. Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
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