Grizzle Pod: Thematic Growth Investing

Commodity Navigator: Episode 1 - First Nordic Metals (gold) & Silver47 (silver)


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Grizzle & Hilltower launch our new show on X: Commodity Navigator!

The goal is to investigate small & mid cap commodity companies, ask them questions about their project from an institutional investor perspective (opportunities and risks) - Shark Tank for stocks.

In our inaugural episode we had First Nordic Metals (gold - tsxv:FNM) & Silver47 (silver - tsxv:AGA) join us.

Here's the format:

  • 2 mining companies pitching their projects
  • Why their project has merit vs competing peers?
  • How they'll fund it while preserving current shareholder ownership?
  • Why this is the right management team to deliver on milestones?
  • Why investors should invest in the stock today vs. wait and see
  • Outline realistic M&A optionality
...more
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Grizzle Pod: Thematic Growth InvestingBy Grizzle

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