Doc Jones, Private Investor and editor of DrJonesResourceInvestor.com, joins us to outline why he is more interested in investing in critical minerals companies over precious metals companies, due to all the positive tailwinds we see behind the green energy policies and investment capital flows. The discussion covers a number of areas ranging from government funds and direct investment into battery metals and energy metals, to ESG, to the cost of capital for different commodities and related mining stocks. He outlines why his favorite 3 critical minerals to invest in are Nickel, Lithium, and Copper, and shares some of the macro trends and rationale for this thesis.
We wrap up getting some thoughts on how to filter down to the better quality company in these smaller commodity niches, especially when each one presents it’s own unique sets of challenges and current market environment. One company Doc Jones mentions as an example of accumulating good value is Magna Mining (NICU), focused on 2 nickel-copper-PGM projects in Sudbury, Ontario, reviewing how ounces in the ground are valued versus the average discovery cost. Doc Jones, also mentions he has deployed funds in the past to major producers like Vale (VALE), Rio Tinto (RIO), BHP (BHP) and Teck Resources (TECK) (TECK-A.TO) to just gain better exposure to pricing trends in these base metals sectors.
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