Gerry Brockelsby is the CIO of OreCap Invest, and he explained to me that shorting mining stocks one of the issues is in the mining industry. He also told me he might be looking to buy gold & lithium, but he will probably ignore diamonds.

OreCap Invest is a paying client of Resource Talks.

More specifically, in this video we discussed the challenges and opportunities in commodities and financial markets, the impact of regulation on commodity prices, and the potential of critical minerals in boosting the economy.

Gerry also explained to me the challenges of raising capital, and the importance of management in their industry.

Lastly, we touched upon investment strategies, market trends, and the potential for future economic growth.

Visit Ore Cap’s website: https://orecap.ca/

Timestamps:
00:00 recap
01:19 intro
01:58 do we need more regulations to save the mining industry?
07:19 is short selling the issue for a bad performing company?
09:32 is there enough capital for the mining industry?
13:52 what is the right valuation of a stock?
18:49 is the retail age over for mining stocks?
21:56 do we even need retail investors?
24:43 is bitcoin surpassing gold?
27:18 is the gold price boosting more m&a?
30:39 is there potential for bigger m&a?
33:52 are there many mine-building companies left?
40:20 is lithium really the iron ore of this cycle?
43:34 has Gerry ever made any money in diamonds?
47:05 is copper still a contrarian play?
48:38 how closely does Gerry follow the macro?
53:34 how do you deal with a crashed stock?
56:21 does the mining have an image issue?
59:38 when will Gerry get bearish on metals?
01:01:24 contact details