Nothing gets us excited like a bidding war. The Rack Attackin Arizona ft. New World Resources, Kinterra Capital and CAML is delivering on all fronts, we share the latest here plus explore the rising trend of resource nationalism.

We wonder if Barrick could be doing things differently amidtheir dreadful performance in this gold bull market and cast our eyes over the merit of Reko Diq in particular.

And to round out the episode, we speak with Tim Staermose of African Lions Fund, on the intricacies of investing in frontier African markets. Connect with Tim on Twitter: https://x.com/globalvaluehunt

The interview with Tim Staermose was originally recorded on 5 June 2025.

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TIMESTAMPS

(00:00) Introduction

(01:53) The Rack Attack in Arizona – Updates

(11:00) Much Ado About Resource Nationalism

(15:44) Why Barrick is so Beaten Up?

(24:38) Tim Staermose Interview Begins

(26:57) How African Markets have Changed

(35:40) The Status of Various African Mining Jurisdictions

(38:14) Up and Coming Frontier Markets

(40:50) When it Goes Wrong: Inflation…

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