Randy Smallwood – Think Piece

Published on
January 15th, 2016
Topic
Hard Commodities, Investment Framework, Business Strategy
Duration
11 minutes
Asset class
Equities, Commodities

Randy Smallwood – Think Piece

Featuring Randy Smallwood

Published on: January 15th, 2016 • Duration: 11 minutes • Asset Class: Equities, Commodities • Topic: Hard Commodities, Investment Framework, Business Strategy

Randy Smallwood, President & CEO of Silver Wheaton, sits for a tour de force Think Piece on investing in mining. Randy describes how he invests in silver and gold as by-products of other hard resource mines, the asset race against "Geological Inflation," and how to manage mining investments in parallel with the effects of a strong dollar.

Comments

  • KS
    Kashyap S.
    18 January 2016 @ 11:44
    This is really a go-to stock for silver, with their excellent OCF and asset portfolio. Not to mention, if Pascua Lama and Navidad ever get permitted, that's an instant double.
  • GK
    Gie-Hun K.
    17 January 2016 @ 22:04
    4 key Variables of Ressource investments
  • SS
    Scuba S.
    17 January 2016 @ 01:45
    Great to see a PM equity company without negative EPS. Like the streaming structure. SLW definitely worth a second look.
  • RA
    Ricardo A.
    16 January 2016 @ 11:04
    I think all these mining companies have further to fall but I wouldn't forgive myself not having jumped on this train. History will look back as "the" opportunity of a lifetime! But it comes with pain
  • JS
    John S.
    16 January 2016 @ 00:41
    Randy, how is your business impacted by the financial distress we are seeing in the major miners with whom you presumably have streaming agreements.?
  • PF
    Preston F.
    16 January 2016 @ 00:24
    There's a guy who knows what he's talking about.
  • dm
    douglas m.
    15 January 2016 @ 23:47
    global debt is either leveraging or deleveraging. choose one. if u believe we don't have much more capacity to inc leverage, what makes you think commodity prices have much more capacity to inc price?
  • MD
    Mark D.
    15 January 2016 @ 19:19
    Succinct presentation of the precious metals streaming business from the perspective of a seasoned insider. The value proposition exists for those of us daring enough to wear the contrarian's hat.
  • GC
    Gary C.
    15 January 2016 @ 18:51
    Several issues not discussed,Canadian tax audit, streaming investments by me too hedge funds and Keith Neumeyer, what happens to stream if mine flow drys up..but still a great model..I'm in
  • FS
    Fred S.
    15 January 2016 @ 18:46
    Yep, the price has taken a beating. Best time to buy if you believe in the thesis that a big reason gold/silver is off is because they're priced in dollars... which is up 30% or so off the lows.
  • PT
    Philip T.
    15 January 2016 @ 17:51
    Excellent company. Excellent management. But . . . just don't look at their stock performance. OK, down 73% from it's high, 48% in '15 alone, while HUI is down 81% and 44% respectively. Timing?
  • LY
    Lim Y.
    15 January 2016 @ 17:10
    Incisive comments!