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Writer's pictureNoel Ong

Commodities and Equities: Advice from Rick Rule


Coffee with Samso Episode 70 is with Rick Rule, Senior Managing Director, Sprott Inc., and President & CEO, Sprott U.S. Holdings


Learning is best done when you actually listen. In this episode of Coffee with Samso, I recommend listening well.


Just over twelve months ago, I was browsing through LinkedIn and saw Rick Rule giving an interview and wondered if he would be interested to have a Coffee with Samso. I was thrilled he readily agreed.



Rick Rule is on his third Coffee with Samso and the timing is impeccable as this is almost twelve months since our first conversation. That was when the pandemic had just started and everyone was thinking it would perhaps be chaotic for a while. As most investors know, this was followed by an equity rise not seen for many decades. The chaos was far from short-term. It has already been a year. Check out our Insight on The Best Equity Investment Since the 1980s for more insights on this.


In this Coffee with Samso, Rick shares with us some pointed topics as we work through some of the issues that we have faced and will face in the coming months.


As precious metals take a step backward recently, the anticipation of the EV Revolution has sparked a race where investors were seen rushing to expose themselves to the Lithium market. We also discuss this rush as well as the recent interest in the REE and Silver.


Rick reminds investors that Rare Earths Elements (REE) and Lithium are not rare. Where you want to position yourself is at the processing end of this sector.

Do not chase the market noise/narrative but instead understand and believe the story of the company. And that's why Samso is proud to bring you stories direct from ASX companies!


The recent "hot news" on REE and Silver which have captivated the market sentiment is not really making Rick excited. Make sure you tune in to understand why this is the case.


Rick offers to review your resource share portfolio here


Look out for the part where Rick offers to review your resource share portfolio. All you need to do is go to the link below and list your resource stocks and he will personally rank them from 1 to 10 (1 = best and 10 = worst). He will personally make comments on stocks that he knows as well. If you include charts in the question line, he will include Barron's gold mining chart which is a 50-year gold equities chart and a 100-year chart on commodities chart.




PODCAST




This is a good time to download the first Ebook (FREE) from Samso as it is all about VMS (Volcanogenic Massive Sulfides).



About Rick Rule

Senior Managing Director, Sprott Inc.

President & CEO, Sprott U.S. Holdings


Rick Rule began his career in the securities business in 1974 and has been principally involved in natural resource security investments ever since. He is a leading resource investor specialising in mining, energy, water utilities, forest products and agriculture, and has originated and participated in hundreds of debt and equity transactions with private, pre-public and public companies. Mr. Rule is also the Founder of Global Resource Investments, President and CEO of Sprott U.S. Holdings, Inc. and a member of the Sprott Inc. Board of Directors. He is a frequent speaker at industry conferences and has been interviewed for numerous radio, television, print and online media outlets concerning natural resource investment and industry topics. Mr. Rule is frequently quoted by prominent natural resource oriented newsletters and advisories.


About Sprott

Sprott is a global asset manager providing investors with access to highly-differentiated precious metals strategies.


Sprott's in-depth knowledge, experience and relationships separate them from the generalists. Sprott’s specialised investment products include innovative physical bullion trusts, managed equities, mining ETFs, as well as private equity and debt strategies. They also partner with natural resource companies to help meet their capital needs through brokerage and resource lending activities. Sprott is a global asset manager with offices in Toronto, New York and London. Sprott’s common shares are listed on the New York Stock Exchange and the Toronto Stock Exchange under the symbol “SII”.


Sprott today serves over 200,000 global clients and has approximately $16.3 billion in assets under management.


A Rich History


The company was founded in 1981 by Eric Sprott, an early champion of precious metals investing. Sprott has grown steadily over the past four decades through organic initiatives and acquisitions and has expanded its role far beyond its original focus as an institutional brokerage serving mostly small- to mid-cap Canadian natural resources companies. Today, their reach is global, and they are proud of their deep roots in the sector.


Sprott’s unique expertise benefits both the investors and issuers. Their disciplined approach to investing, their focus on risk management and their ability to quickly assess and complete projects is built on more than 35 years of experience working with management teams across different project types and geographies. Their unique capabilities allow them to provide flexible financing solutions across the mining life cycle and to match global investor demand with a strong pipeline of investment opportunities.


Contrarian


Sprott goes against the grain when investing. Precious metals offer low correlation to other assets and can serve as natural hedges. In a time of increasing uncertainty about global markets and geopolitics, they are committed to providing investors with access to these assets and supporting the companies that produce them.


Innovative


Although precious metals have been coveted for thousands of years, Sprott believes there are significant new opportunities for investors and issuers in the sector. They continue to demonstrate this through investment innovations such as physical bullion trusts, factor-based ETFs, managed equities, and private equity and debt strategies.


Aligned


Sprott is committed to aligning the interests of their clients, shareholders and employees. This is demonstrated by their high level of employee share ownership, as well as by significant participation by Sprott and employees in their strategies.

 

Disclaimer


The information or opinions provided herein do not constitute investment advice, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not take into consideration, nor have any regard to your specific investment objectives, financial situation, risk profile, tax position and particular, or unique needs and constraints. Read full Disclaimer.


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