I came across this today * - Sunday Roast.
Warwick GrigorExecutive chairman, Far East CapitalHaving established Far East Capital with Andrew Forrest in the 1990s as a specialist financier and corporate advisor for small cap mining companies, Warwick Grigor has ridden all the ups and downs.Who better for * to reach out to for a 360 degree perspective on the state of the resources investment market in 2023?Grigor gave Josh Chiat his takes on the best commodities for long term plays, which gold company will keep you warm in your bed at night and why investors should be cautious around uranium bulls.
Grigor actually prefers copper and nickel, broadly because a) we’ll need more and more of it, b) the supply chains are already in place and c) prevailing sentiment is it’s too difficult to establish new supplies.But gold is the commodity du jour, and Grigor’s favourite right now is Emerald Resources (ASX:EMR), a $1.15 billion company that also happens to be one of the lowest cost gold miners on the market.A “combination of excellent management and a good, growing resource base” makes it “an inspirational company”, Grigor says. “It is the type of gold stock you can buy and forget, and sleep at night.”
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3 | 36471 | 3.950 |
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Price($) | Vol. | No. |
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