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Matt Geiger: Mining Equities are Poised to Outperform over the Coming Years

Matt joins us at Jekyll and discusses why being a contrarian is a position that works for him. It’s about intuition and personality. He likes things that are counter-trending or underappreciated. Taking the opportunity to look for deep value is a methodology that works for him. This method can serve you well in life beyond just making suitable investments.

Battery metals have had a tough run as equities have fallen quite dramatically. Nickel is his favorite metal currently. Tesla has recently sounded the alarm that there are looming shortages coming in the years ahead and they are concerned about the possible effect on their business model. Elon feels that these batteries should be called nickel ion instead of lithium ion. The chemistry in these batteries continues to evolve towards increasing amounts of nickel with smaller amounts of cobalt and manganese.

The junior mining space is all about people and then projects. You need smart people, those that have done it before and have skin in the game. Being invested prevents unwise expenditures and acquisitions. Matt avoids new teams without a solid track record; he would prefer to back those who have had previous success.

He discusses his conference keynote speech, which addresses global demographics to show why resources are going to do very well in the coming years. He examines the prices of metals over the last ninety years and why you should focus on the equities and not the physical metal itself.

You can find Matt’s latest Investment Letters at:

Time Stamp References:
1:30 – Matt’s contrarian views.
2:45 – Battery metals and nickel.
4:00 – Battery composition.
6:30 – Look for good people in mining.
8:00 – Find those done well before.
10:00 – His coming presentation.
11:30 – Focus on equities, not metals.
12:30 – Resource sector should be in portfolios.

Talking Points From This Week’s Episode
• Contrarian value investing.
• Political concerns and volatility with cobalt
• The bullish case for nickel.
• Focus on successful teams in the juniors.

Mr. Geiger is Managing Partner at MJG Capital, which is a limited partnership specializing in long-term natural resource investments. They adhere to bottom-up security analysis and maintain a long-only portfolio of resource equities. The partnership adheres to a bottom-up security analysis within the context of four ongoing macroeconomic themes: global food scarcity, global fuel/energy scarcity, regional water scarcity, and the emerging world’s infrastructure build out. Their holdings include explorers, developer, and producers of energy, industrial, precious and agricultural minerals and metals.

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