This is an interview with Warren Gilman, CEO of Queens Road Capital, a mining engineer, and has more than 30 years of experience as a deal maker in the metals and mining sector.

In this conversation we talked about 10 Bagger Uranium Stocks, Hated Gold Stocks, Copper Stocks in Chile, and much more. Warren shared his expertise on resource investing, the convertible debt strategy, and global opportunities in the mining sector.

As one of the few profitable investors in this space, Warren Gilman provides valuable insights into his three key principles for resource investing: avoiding losses, ensuring unlimited upside, and paying dividends. This in-depth interview covers the early stages of the uranium bull market, investment strategies, and more.

Warren also talked to me about some of his favorite uranium stocks, which he still thinks are "10 baggers". More specifically, he talked about NexGen & ISO Energy. He thinks we're still "in the early days of a uranium bull market".

However, Mr. Gilman also told me that he likes having diversification into other commodities. Specifically commodities that are hated or out of favor. He sees gold equities as having been out of favor for the last couple of years, and expects that to change soon.

When it comes down to copper, Warren says that "if you're going to be in copper, you have to be in Chile". He shared his opinion on the growing Vicuna district and a few other copper companies across the globe.

Queens Road Capital Website: https://queensrdcapital.com/

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Timestamps:

00:00 recap
01:00 who is Warren Gilman?
05:10 how would Warren invest $10M today?
09:02 what are the risks of this investment strategy?
13:24 what makes a great ore body to invest in?
17:53 does Warren like small or big ore bodies?
20:03 what metrics does Warren look at before buying a stock?
22:29 how does Warren value mining stocks?
26:10 what jurisdictions does Warren like investing in?
34:12 why did Warren buy a royalty stock?
39:53 does Warren care about what commodities he buys into?
43:08 did Warren sell his uranium stocks?
44:57 will NexGen & ISO go into production soon enough?
48:05 is he worried about Nexgen's marketing spend?
50:55 what are good vs bad marketing expenses?
54:10 what’s a red flag in a company for Warren?
55:57 will generalist investors come back to mining?
01:00:47 can retail investors still make money in mining?
01:03:32 what does Warren think of the PPSS strategy?
01:04:54 what’s the next investment of Queens Road Capital?
01:06:07 contact Warren Gilman