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Matthew Fist, Portfolio Manager of the Firetrail Small Cap fund, breaks down how he’s making sense of markets, his preference to focus on bottom-up fundamentals in times of macro volatility, and how he’s positioning the fund across commodities, including detailed thoughts on a host of gold, copper, lithium and uranium miners.
Sign-up for the Director’s Special
Chapters:
(0:00) Introduction
(3:01) How to feel about markets right now
(11:58) Impact of a trade war?
(15:45) Lithium reflections from China visit
(19:23) Lithium exposure interest
(22:58) GOLD bullishness
(24:20) Genesis (GMD)
(30:46) Greatland Gold (GGP)
(34:54) PRU, WAF
(36:23) Management and Balance sheet
(40:27) Bellevue (BGL) and Spartan (SPR)
(45:00) Gorilla Gold (GG8)
(46:19) AIC Mines (A1M) and Sandfire (SFR)
(49:23) Aurelia (AMI)
(50:54) Cobar consolidation? (PEX)
(52:24) Nexgen (NXG)
(56:16) Boss (BOE) and Paladin (PDN)
(59:12) Met coal and Whitehaven (WHC)
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Brisbane, 20 - 22 May, 2025
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members code MOMNM for $160 off your registration.
Our Partners
Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries
[email protected] - +61 450 944 489
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia-wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance
[email protected] – 1300 143 947
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
4.9
1111 ratings
Matthew Fist, Portfolio Manager of the Firetrail Small Cap fund, breaks down how he’s making sense of markets, his preference to focus on bottom-up fundamentals in times of macro volatility, and how he’s positioning the fund across commodities, including detailed thoughts on a host of gold, copper, lithium and uranium miners.
Sign-up for the Director’s Special
Chapters:
(0:00) Introduction
(3:01) How to feel about markets right now
(11:58) Impact of a trade war?
(15:45) Lithium reflections from China visit
(19:23) Lithium exposure interest
(22:58) GOLD bullishness
(24:20) Genesis (GMD)
(30:46) Greatland Gold (GGP)
(34:54) PRU, WAF
(36:23) Management and Balance sheet
(40:27) Bellevue (BGL) and Spartan (SPR)
(45:00) Gorilla Gold (GG8)
(46:19) AIC Mines (A1M) and Sandfire (SFR)
(49:23) Aurelia (AMI)
(50:54) Cobar consolidation? (PEX)
(52:24) Nexgen (NXG)
(56:16) Boss (BOE) and Paladin (PDN)
(59:12) Met coal and Whitehaven (WHC)
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Brisbane, 20 - 22 May, 2025
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members code MOMNM for $160 off your registration.
Our Partners
Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries
[email protected] - +61 450 944 489
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia-wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance
[email protected] – 1300 143 947
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
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