Fund Manager Buys More Uranium, I look at 2 Large Nickel Deposits, and 1 Lithium Exploreco
Simon Tobler, a Swiss fund manager who runs an energy transition-focused fund at Torck Capital talked to me about uranium, nickel, lithium, graphite, and copper.
We discussed the rapid growth of the battery market, particularly in China, and its potential impact on battery metals, as well as the potential effects of the European elections and US tariffs on the demand for electric vehicles and the battery metals market.
Simon also discussed the potential of extracting lithium from seawater, the viability of recycling battery metals, and investment strategies in the mining sector, with a focus on graphite and uranium.
Tobler also gave me an update on Torck's portfolio and what metals they are going heavy on right now.
Lastly, we discussed the importance of patience in investing, the challenges of market uncertainty, and the growing importance of India as a global economic driver.
Simon Tobler’s fund's website: https://www.torck.ch/
Later on, I interviewed 3 companies:
1. Magna Mining CEO Interview with Jason Jessup (TSX-V: NICU) - #nickel & #copper stock with exposure to the Sudbury Basin, Canada. This company has paid for the production of this interview.
Magna Mining’s website: https://magnamining.com/
2. Talon Metals Interview with Sean Werger, Todd Malan, and Brian Goldner (TSX: TLO) - #nickel stock with exposure to central Minnesota, USA.
Talon Metals’ website: https://talonmetals.com/
3. European Energy Metals CEO Interview with Jeremy Poirier (TSX-V: FIN) - #lithium stock with exposure to Finland.
European Energy Metals’ website: https://europeanenergymetals.com/
Important warning:
THIS VIDEO SHOULD BE TREATED AS AN ADVERTISEMENT FOR THE COMPANIES, SOME OF WHICH HAVE PAID FOR THE PRODUCTION OF SAID ADVERTISEMENT. NO QUESTIONS WERE EXCHANGED, AND NOBODY SAW THIS PRIOR TO ITS PUBLICATION.
The information provided herein is general & impersonal in nature and meant for entertainment purposes only. The viewer acknowledges and agrees that the information does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy.
The host is not a licensed investment advisor. He is just another talking head on the internet. He might own shares of companies mentioned in this publication. Always assume he doesn't know much more than a potato does.
The mining & exploration space is among the riskiest sectors to invest in. The risk of anything mentioned in this publication is 100% loss of capital. If you don't read the official documents provided by the company on www.SedarPlus.ca, you will lose all of your money.
Timestamps:
00:00 Recap
00:33 Is there an oversupply of battery metals?
06:51 Will the EU election impact the green energy transition?
11:28 How can the government help with battery metals' supply and demand?
17:58 Which battery metals does Simon monitor?
22:54 How does Simon view new methods of mining battery metals?
26:54 What are Simon's thoughts on battery recycling?
29:33 What's in Torck’s Energy Transition fund?
37:22 What level of mining companies does Torck invest in?
47:33 What does the market need before investing in mining companies?
55:23 What does Simon think of lithium?
59:18 Torck Capital Management contact details
59:48 Important Warning
01:03:38 Magna Mining Company Overview
01:09:59 Magna Mining Interview
01:53:13 Talon Metals Company Overview
02:00:28 Talon Metals Interview
02:58:02 European Energy Metals Company Overview
03:03:38 European Energy Metals Interview
