“Platinum Could Easily Rise 50% to 100% in 12-18 months” says Portfolio Manager Sam Broom

“Platinum could easily rise 50% to 100% in 12-18 months,” says portfolio manager Sam Broom in this MSE episode. He is also bullish on certain rare earth companies and has his eye on potash as a contrarian play.

Sam Broom is a geologically trained portfolio manager with Sprott Global. In this interview, he provides commentary on where he sees value in the resource sector and how he is advising his clients. Generalist institutions are becoming interested in mining stocks, he shares. Sam also compares the ASX mining market to the TSX and explains why less US dollars are flowing into small Canadian miners.

0:00 Introduction

0:52 Generalist institutions interest in mining stocks

5:33 Mining sector becoming momentum play

7:55 Timing entry points in a bull market

11:53 Only get 1-2 good investment opportunities every 2-3yrs?

15:32 Bullish certain rare earth companies

17:16 Bullish platinum

21:20 Bullish potash

22:23 Less USA investment dollars funding Canadian jr miners

26:13 Mine restart plays

29:55 ASX vs TSX

37:38 What Sam offers HNWs

Sam’s email: [email protected]