Private resource investor Sultan Ameerali reveals where he is uncovering ignored value opportunities in the resource sector. He looks for “free upside”, while protecting his downside. And Sultan has identified a mining special situation in which his cost basis is negative, yet his upside is uncapped…truly a rare find. He explains how he discovered and capitalized on this opportunity. In this 1-hour MSE episode, Sultan discusses a range of issues, reveals multiple stock picks and explains his thorough due diligence process to resource stocks.

0:00 Introduction

1:10 Gold focus now

5:05 Shorting mining stocks

8:32 Portfolio allocation

11:28 Finding ignored value

14:13 Carbon credits

16:16 Uncovering asymmetry

18:18 Turnaround track record

20:02 Minera Alamos

25:37 Uranium play

29:45 Silver

33:43 Stock pick

47:02 Balancing skepticism & positivity

52:25 Mining special situation play

1:00:03 Stock pick

1:03:50 Kenorland Minerals

Sultan’s Twitter: https://twitter.com/SultanAmeerali

Sultan’s Website: https://www.consolidatedrock.com/

Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39

Mining Stock Education offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/