Rick Squire, portfolio manager at Acorn Capital, breaks down a volatile start to the year and where opportunities are emerging across mining equities.

• Volatility is creating mispricing, patience and discipline matter more than trying to time markets

• Commodity cycles drive returns, producers first, then developers, with gold developers currently the sweet spot

• Copper is a supply story, ageing assets, slow new builds, and emerging risks like sulfuric acid shortages

• Juniors are filtered on one question, can this realistically become a mine, with infrastructure, geology, and capital key

• Avoids capital-heavy, complex projects, prefers assets with a clear path to production or takeover

Rick runs through a wide range of names across the spectrum, including Midas Minerals, Solstice Minerals, Caravel Minerals, Prospect Resources, Coda Minerals, True North Copper, Astral Resources, Ballard Mining, Golden Horse Minerals, Forrestania Gold, Q2 Metals, Wildcat Resources, Bellevue Gold, Nickel Mines, Centaurus Metals, Syrah Resources, Meteoric Resources.

A grounded look at how a top resource investor navigates cycles and separates real opportunities from noise.

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TIMESTAMPS  

(0:00) Sulfuric Acid Shockwave

(3:00) Q1 Rollercoaster Lessons

(7:20) Managing Illiquid Explorers

(19:40) Copper Cycle and Jurisdictions

(30:30) Magmatic Discovery Upside

(33:00) Sizing Up Copper Developers

(39:10) Gold Explorer Watchlist

(45:00) Lithium, Nickel, and Final Picks

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