Coffee with Samso: Commodities and Equities - Advice from Rick Rule

Coffee with Samso Episode 70 is with Rick Rule, Senior Managing Director, Sprott Inc., and President & CEO, Sprott U.S. Holdings Learning is best done when you actually listen. In this episode of Coffee with Samso, I recommend listening well. Just over twelve months ago, I was browsing through LinkedIn and saw Rick Rule giving an interview and wondered if he would be interested to have a Coffee with Samso. I was thrilled he readily agreed. Rick Rule is on his third Coffee with Samso and the timing is impeccable as this is almost twelve months since our first conversation. That was when the pandemic had just started and everyone was thinking it would perhaps be chaotic for a while. As most investors know, this was followed by an equity rise not seen for many decades. The chaos was far from short-term. It has already been a year. Check out our Insight on The Best Equity Investment Since the 1980s for more insights on this. In this Coffee with Samso, Rick shares with us some pointed topics as we work through some of the issues that we have faced and will face in the coming months. As precious metals take a step backward recently, the anticipation of the EV Revolution has sparked a race where investors were seen rushing to expose themselves to the Lithium market. We also discuss this rush as well as the recent interest in the REE and Silver. Rick reminds investors that Rare Earths Elements (REE) and Lithium are not rare. Where you want to position yourself is at the processing end of this sector. Do not chase the market noise/narrative but instead understand and believe the story of the company. And that's why Samso is proud to bring you stories direct from ASX companies! The recent "hot news" on REE and Silver which have captivated the market sentiment is not really making Rick excited. Make sure you tune in to understand why this is the case. Rick offers to review your resource share portfolio here Look out for the part where Rick offers to review your resource share portfolio. All you need to do is go to the link below and list your resource stocks and he will personally rank them from 1 to 10 (1 = best and 10 = worst). He will personally make comments on stocks that he knows as well. If you include charts in the question line, he will include Barron's gold mining chart which is a 50-year gold equities chart and a 100-year chart on commodities chart. https://sprottusa.com/brokerage-services/rankings/ PODCAST About Rick Rule Senior Managing Director, Sprott Inc. President & CEO, Sprott U.S. Holdings Rick Rule began his career in the securities business in 1974 and has been principally involved in natural resource security investments ever since. He is a leading resource investor specialising in mining, energy, water utilities, forest products and agriculture, and has originated and participated in hundreds of debt and equity transactions with private, pre-public and public companies. Mr. Rule is also the Founder of Global Resource Investments, President and CEO of Sprott U.S. Holdings, Inc. and a member of the Sprott Inc. Board of Directors. He is a frequent speaker at industry conferences and has been interviewed for numerous radio, television, print and online media outlets concerning natural resource investment and industry topics. Mr. Rule is frequently quoted by prominent natural resource oriented newsletters and advisories. About Sprott Sprott is a global asset manager providing investors with access to highly-differentiated precious metals strategies. Sprott's in-depth knowledge, experience and relationships separate them from the generalists. Sprott’s specialised investment products include innovative physical bullion trusts, managed equities, mining ETFs, as well as private equity and debt strategies. They also partner with natural resource companies to help meet their capital needs through brokerage and resource lending activities. Sprott is a global asset manager with offices in Toronto, New York and London. Sprott’s common shares are listed on the New York Stock Exchange and the Toronto Stock Exchange under the symbol “SII”. Sprott today serves over 200,000 global clients and has approximately $16.3 billion in assets under management. A Rich History The company was founded in 1981 by Eric Sprott, an early champion of precious metals investing. Sprott has grown steadily over the past four decades through organic initiatives and acquisitions and has expanded its role far beyond its original focus as an institutional brokerage serving mostly small- to mid-cap Canadian natural resources companies. Today, their reach is global, and they are proud of their deep roots in the sector. Sprott’s unique expertise benefits both the investors and issuers. Their disciplined approach to investing, their focus on risk management and their ability to quickly assess and complete projects is built on more than 35 years of experience working with management teams across different project types and geographies. Their unique capabilities allow them to provide flexible financing solutions across the mining life cycle and to match global investor demand with a strong pipeline of investment opportunities. Contrarian Sprott goes against the grain when investing. Precious metals offer low correlation to other assets and can serve as natural hedges. In a time of increasing uncertainty about global markets and geopolitics, they are committed to providing investors with access to these assets and supporting the companies that produce them. Innovative Although precious metals have been coveted for thousands of years, Sprott believes there are significant new opportunities for investors and issuers in the sector. They continue to demonstrate this through investment innovations such as physical bullion trusts, factor-based ETFs, managed equities, and private equity and debt strategies. Aligned Sprott is committed to aligning the interests of their clients, shareholders and employees. This is demonstrated by their high level of employee share ownership, as well as by significant participation by Sprott and employees in their strategies. Please let Samso know your thoughts and send any comments to info@Samso.com.au. Remember to Subscribe to the YouTube Channel, Samso Media and the mail list to stay informed and make comments where appropriate. Other than that, also feel free to provide a Review on Google. For further information about Coffee with Samso and Rooster Talks visit: www.samso.com.au About Samso Samso is a renowned resource among the investment community for keen market analysis and insights into the companies and business trends that matter. Investors seek out Samso for knowledgeable evaluations of current industry developments across a variety of business sectors and considered forecasts of future performances. With a compelling format of relaxed online video interviews, Samso provides clear answers to questions they may not have the opportunity to ask and lays out the big picture to help them complete their investment research. And in doing so, Samso also enables companies featured in interviews to build valuable engagement with their investment communities and customers. Headed by industry veteran Noel Ong and based in Perth, Western Australia, Samso’s Coffee with Samso and Rooster Talk interviews both feature friendly conversations with business figures that give insights into Australian Stock Exchange (ASX) companies, related concepts and industry trends. Noel Ong is a geologist with nearly 30 years of industry experience and a strong background in capital markets, corporate finance and the mineral resource sector. He was founder and managing director of ASX-listed company Siburan Resources Limited from 2009-2017 and has also been involved in several other ASX listings, providing advice, procuring projects and helping to raise capital. He brings all this experience and expertise to the Samso interviews, where his engaging conversation style creates a relaxed dialogue, revealing insights that can pique investor interest. Noel Ong travels across Australia to record the interviews, only requiring a coffee shop environment where they can be set up. The interviews are posted on Samso’s website and podcasts, YouTube and other relevant online environments where they can be shared among investment communities. Samso also has a track record of developing successful business concepts in the Australasia region and provides bespoke research and counsel to businesses seeking to raise capital and procuring projects for ASX listings. Disclaimer The information contained in this article is the writer’s personal opinion and is provided for information only and is not intended to or nor will it create/induce the creation of any binding legal relations. Read full disclaimer.