TKR23 | Part 1 - Bre-X, CEOs and Mining: Lessons Learned with Warren Irwin on The Kinvestor Report

Arlen is joined by Warren Irwin, Founder, President & Chief Investment Officer of Rosseau Asset Management, a Toronto-based hedge fund specializing in natural resources.

In Part 1 of this special 2-part episode of The Kinvestor Report, Arlen and Warren discuss Warren’s experience over the last 30 years in the mining industry including his experience with Bre-X and the lessons learned, mining CEOs, capital flows from tech and mining, and also shares some of his favourite names in the nickel, met coal, and big mining spaces. Stay tuned for the Part 2 next week as they discuss #uranium, #gold, and a whole lot more!

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Follow Warren on X: https://x.com/ItsWarrenIrwin
Website: https://www.rosseau.com
Warren on BBC Bre-X Podcast: https://www.bbc.co.uk/programmes/w13x...

Sections
00:00 Intro
02:35 Bre-X
05:20 Lessons from Bre-X
09:19 Mining CEO lies
12:46 The lifestyle CEO
16:19 Is Michael de Guzman alive?
17:39 Capital flow: tech vs mining
20:45 Cheap nickel stock
23:18 Mining sectors ripe for M&A
24:29 Metallurgical coal stocks
26:03 Big mining (BHP, Barrick & more)
28:09 Uranium bears?

To be continued...

Disclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions.

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