From Luke Laretive, CEO of Seneca Financial Solutions and Portfolio Manager of the Seneca Small Companies fund
About 26 minutes in: - They are particularly bullish on copper as they are predicting cyclical funds rotating out of risk-off assets like gold into copper. When asked what his favourite copper play is AIC mines is his answer. - Complements the management team and their history with Evolution mines - Good Assets - Mentions skepticism from others relating to mine depth but suggests their expertise here mitigates that concern - It is the cheapest exposure by a "country mile"
A1M Price at posting:
33.5¢ Sentiment: Buy Disclosure: Held
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(20min delay)