Unusual Mining Stock Profit Opportunities Explained by Investor Sultan Ameerali
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
