Grizzle Pod: Thematic Growth Investing

Commodity Navigator: Episode 3 - Lithium Royalty Corp (lithium - TSX:LIRC) & First Phosphate (battery grade phosphate - TSXV:PHOS)


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Grizzle & Hilltower present Commodity Navigator, a Spaces show that we record live on X.

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

In our 3rd episode we were joined by: Lithium Royalty Corp (lithium - TSX:LIRC) & First Phosphate (battery grade phosphate - TSXV:PHOS).

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 should investors 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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