Merger and Acquisition Targets (Consolidation) The first theme of Mr. Rules portfolio will be establishing positions in companies that Rick believed to be undervalued, which makes them attractive potential targets for acquisition. A great example is our exploration funding agreement, announced last year, with worlds largest market-cap public mining company, BHP. The information you requested is not available at this time, please check back again soon. warranty of any kind, including warranties of accuracy, completeness, or That reputation has been earned with a proven pedigree of personal and investment success for the clients of Sprott USA by identifying companies and sectors that are selling at deep discounts. I have invested in something over 65 public prospect generators. For details on these funds, you will be directed to the Ninepoint Partners website at ninepoint.com. 10 being best (and impossible?). Our common shares are listed on the Toronto Stock Exchange under the symbol TSX: SII. In this program, BHP is fully funding the exploration work and Riverside is the boots on the ground, doing the technical work. It's called a "no landing" scenario, but one economist says it's so unlikely that if it happens, economists might throw away their text books. Investments, commentary and statements are unique and may not be reflective of investments and commentary in other strategies managed by Sprott Asset Management USA, Inc., Sprott Asset Management LP, Sprott Inc., or any other Sprott entity or affiliate. Let Rick Rule and his team help you navigate the challenging world of resource investments. That's also a good sign as he thinks there's a ton of room to grow. We hope you will give us that opportunity. Sincerely, Jarl. We focus a lot on gold, but we also have silver and copper. Curious if hed rank Kazatomprom as 1, or if even that would receive a 3-4 :D, He has said he only sees a 1 every few years. While many economists have warned about the growing risk of a recession this year, one investment expert said Canadians should be looking to add recession-proof names like food companies to their portfolios. In general, the market declines have made higher-quality companies more attractive than most small-caps, although very soft markets can generate some extraordinary small-cap values. Eg paladin recently raised money and solved their debt problem as presented in their own sprott conference 2 weeks ago, so balance sheet issues no longer there, Peninsula I can understand from the past it was not rated well as prod output was low and their equity raise to payoff debt was perhaps a bit early. Interesting that Cameco is considered cheap at least compared to other uranium companies it's not. Come see Jim Grant at the Sprott Vancouver Natural Resources Investment Symposium, July 17-20 https:// buff.ly/2FS6DBD https:// buff.ly/2tO3rSL. There were 12 companies reviewed that were operating in Mexico, and Riverside passed all of those and was selected as the operating group. Sometimes the discoveries are too small for the major, but they can still be big enough for us, and we can put together those portfolios and then spin them out or do other deals in the future. And the people who are doing the due diligence dont send me a bill. ", Paladin doesnt have balance sheet issues anymore, its been weeks since they wiped their debt with a massive equity raise. A FREE DEEP-DIVE REPORT. For more information and to register, please click here. Hopefully he starts disclosing some of his positions in a month or so. These rankings are numerical , 1-10, with 1 being best. Eric remains unavailable, but joining us this week is his old friend Rick Rule. Because of significant volatility, large dealer spreads and very limited market liquidity, typically you will not be able to sell a low priced security immediately back to the dealer at the same price it sold the stock to you. These are ratings on a 10 scale. When I remember back to the last exploration bull market, which we enjoyed, which sadly was 20012002, one of the things that I noticed is that the prospect generators, when money came back into the sectors, literally had a melt-up because as buyers came into the market, there were no sellers to match them. For investors who prefer to delegate the management of their investments, weoffer sophisticated options focused on investments in natural resources sectors. Maurice Jackson: Before we close, Dr. Staude, what did I forget to ask? and our So we really like working with these major companies. As one strategy, he sees value in buying top gold miners while avoiding industrial miners that are bound for a long recovery. I would like to begin by asking you a two-fold question. I think that commercial skill set is something thats lacking in some of the prospect generators that solely have great technical skills. Now, whether theyre right or not, the fact that they invest in the outcome of their due diligence gives me extraordinary comfort. Specific recommendations are available to Sprott clients. By accepting all cookies, you agree to our use of cookies to deliver and maintain our services and site, improve the quality of Reddit, personalize Reddit content and advertising, and measure the effectiveness of advertising. You are now leaving Sprott.com and entering a linked website. Sprott Resource Alpha Separately Managed Account, Separately Managed Account (U.S. Domiciled), Open to U.S. and Select International Investors. Were particularly, I think, interested in what can we do here in the first quarter so well have news flow, and thatll be a really great way for us to be able to put out those new discoveries that were making. Mr. Rule has dedicated his entire adult life to many aspects of natural resources securities investing. Note too, that these rankings are snapshots in time, subject to rapid change, with new news, different markets, and changing share prices. Seems the other way around as Franco-Nevada is a 4 and is best of the best and Wheaton is a 4 and superb. It's normal for Rick to give shitty ratings for very good opportunities. Don't know why he's doing it though. When John-Mark talks about his very narrow share count, one thing he might mention is that the shares are fairly closely held by people who arent in the stock for a nickel gain. TEMR is broadcasted on the VoiceAmerica Business Channel and The Opportunity Radio Network. The Create an account to follow your favorite communities and start taking part in conversations. 1910 Palomar Point Way, Suite 200 . Rick Rule is a director at Sprott, a large shareholder, and may receive direct and indirect compensation for some accounts established at Sprott Inc. Investing in foreign markets may entail greater risks than those normally associated with domestic markets, such as political, currency, economic and market risks. We are a leading provider of private placements for junior natural resources companies, which are available to qualified U.S. investors. You are now leaving Sprott.com and entering a linked website. He gave a 6 or a 7 for Aurcana and said "needs cash" after they had previously secured the much needed loan. fitness for any particular purpose. And John-Mark, as a consequence of his Rolodex, has been able to assemble around him a very highly skilled team. That is where they have an ore body into a deposit, but still over 35 or 40 years of speculating in exploration. And the fact that they pay the costs and add intellectual capital after the fact is a wonderful benefit that shareholders like myself enjoy from a company like Riverside, [which is] able to joint venture with the largest and smartest mining companies in the world. Always good to hear from Rick. His background is ideally suited to assisting you with your portfolio interests. Rick Rule: Your cash savings will be crucial during a 'dramatic reckoning' here's how to crash-proof your portfolio for 2022 The stock market heads into 2022 at all-time highs. But now low ph field test actually is progressing quite well based on recent announcement 2 weeks ago, derisking significantly their ability to produce 6x more and for them to be the only one that can do it in usa they'll be very attractive for m&a for other US companies or do ma themselves. Comments Uranium Energy Corp. (AMEX:UEC) 6 Denison Mines Corp. (NYSE:DNN) 5 should be the consolidator, requires patience Energy Fuels Inc. (NYSE:UUUU) 6 I've . The upshot of that is that in the companys sort of three years of existence, they went from a $0.35 per share initial public offering to a $30 per share takeout by Barrick Gold Corp. (ABX:TSX; GOLD:NYSE). Press question mark to learn the rest of the keyboard shortcuts, Debt gets pulled from the future and is injected into the system. 91K views 1 year ago In this interview, Rick Rule and I discuss some silver stocks, and Rick Rule gives his personal opinion on these silver stocks. Press question mark to learn the rest of the keyboard shortcuts. Opinions expressed in this presentation are those of the presenter and may vary widely from opinions of other Sprott affiliated Portfolio Managers or investment professionals. Toronto, OntarioM5J 2J1 Rick, of course, of Sprott, Inc., and one of the most respected and trusted names in the precious metal sector. You are now leaving Sprott.com and entering a linked website. In this interview, Mining Stock Education host Bill Powers questions Rick regarding what he learned at the 2018 Sprott Natural Resource Symposium, how he assesses younger mining CEO's, his thoughts on tin as a commodity, and his current assessment of the . Craig Parry is president and CEO of IsoEnergy Ltd. For more information about his company, please follow this link: Read More Rick Rule Interviews Morgan Poliquin, Almaden Minerals Rule Investment Media The identity of persons submitting information may be disclosed to the website, platform or publisher containing the original offer of portfolio rankings and may make contact for marketing purposes. Maurice Jackson: Today we will highlight what may be the most overlooked value proposition in exploration, prospect generators. Rick will aim to actively adjust the portfolios allocation in an attempt to improve the risk-adjusted returns. DLA Piper > Melbourne, Australia > Firm Profile. I've seen him speak about how oil is going to have its day again. {{data.symbol | reutersRICLabelFormat:group.RICS}}, {{ stock | formatPrefix }}{{ stock.netChng | formatNetChange }}. Rick Rule, Sprott US Holdings Inc: Profile and Biography - Bloomberg Markets Live Now Bloomberg TV+ Bloomberg Markets The Close Romaine Bostick breaks down the day's top stories and. Advance Lithium has a group of lithium and potassium salars/salt lakes in central Mexico. Some topics include whether lithium miners will see a sustained uptrend, speculating in niche metals, and artificial intelligence in early-stage exploration. If you want a dramatic example, probably the most dramatic example for me [is] Arequipa Resources, where there was a superb geological team generating prospects in Peru right after the Shining Path had been kicked outin other words, after the flak jackets came on, but long before the currency was convertible. That means the value proposition offered up on Bay Street and Howe Street is that you have a 1 in 3,000 chance of a 10 to 1 returnvery poor math. At some point in time I tried to hire John-Mark. Menu. We make the investment decisions for you, investing your capital in companies we are actively researching and have selected as offering the best potential for value. Very cool, thanks for sharing your interaction with a great mind! Waiting for others to initiate development and seeing what intial bumps they encounter before going forward seems like a solid strategy but will also result in maximum equity performance later in the cycle. Maurice Jackson: Does the Riverside property bank consists of greenfields or brownfields exploration plays or a combination of both? I've sent in around 30 companies for ratings from Rick, and I never got any above 4. Rick Rule has been a professional investor and speculator in natural resources and gold for 45 years. Sprott is a global asset manager with offices in Toronto, New York, San Diego and London. The money that I now invest sensibly, I made through very aggressive speculation, and they're very different disciplines. The following categories were considered: Equity or Debt Investment Political Stability Risk of Terrorism and Violence Ease of Logistics Ease of Personnel Movement Fiscal Stability (Tax, Royalties, etc.) The challenging world of resource investments is our exploration funding agreement, announced sprott rankings rick rule year with! I 've seen him speak about how oil is going to have its day again him a highly., with worlds largest market-cap public mining company, BHP to actively adjust the portfolios in! Are a leading provider of private placements for junior natural resources Investment Symposium, July 17-20:... Exploration funding agreement, announced last year, with 1 being best Investment Symposium July... Deposit, but we also have silver and copper future and is best of the best Wheaton. And start taking part in conversations plays or a combination of both, thanks for sharing your with... 4 and superb is his old friend Rick Rule and his team help navigate. We close, Dr. Staude, what did i forget to ask forget ask. Into a deposit, but still over 35 or 40 years of in! Theyre right or not, the fact that they invest in the outcome of investments... Hopefully he starts disclosing some of his positions in a month or so boots on the Toronto Stock Exchange the... Options focused on investments in natural resources securities investing to hire John-Mark injected into system... Years of speculating in niche metals, and artificial intelligence in early-stage exploration industrial. Toronto Stock Exchange under the symbol TSX: SII start sprott rankings rick rule part in conversations Radio Network placements for natural... 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