Contrarian Mining Stock Investing Opportunities with Expert Tyron Breytenbach

Tyron Breytenbach shares expert mining stock investment advice and pro tips in this 40-minute MSE episode.  He also reveals where he sees contrarian investing opportunities and discusses some stocks in which he is invested.  Tyron is a former equity analyst at Cormark Securities and Stifel Canada where he interacted extensively with the international investment community. Prior to joining Lithium Africa as CEO, Mr. Breytenbach was a Senior Partner and Managing Director in the investment banking group at Canada’s largest employee-owned dealer. Before entering capital markets, Mr. Breytenbach spent a decade in the mining industry as a geologist where he focused on orogenic and epithermal gold deposits and specialized in resource estimation. Mr. Breytenbach holds a BSc (Honours) Degree from Rand Afrikaans University in South Africa and is a designated P.Geo in Ontario.

0:00 Introduction

0:45 Contrarian opportunities

5:27 What will attract mine development capital?

10:26 Macro data you engage?

11:11 Mining stock shorting: an information war

17:20 Ideal resource sector money manager profile

19:57 Mine restart plays

24:59 “Go with mine that needs less capital”

25:44 Angle / BHP deal

28:34 How Tyron is playing the copper space

29:37 Ideal copper porphyry development financing package

31:37 Why partner at asset, not company, level as an explorecos?

33:48 Using mining Twitter