Money of Mine

Riding the Face-Ripping-Rally with Tom Woolrych

Jan 20, 2026
Guest
Tom Woolrych
Tom Woolrych, a fund manager at Deutsche Rohstoff AG with expertise in commodities and junior mining, dives into the current commodity rally. He discusses the lithium market's sharp rebound and his strategy for selecting investments, particularly highlighting Winsome and Wildcat. Woolrych contrasts market dynamics between ASX and TSX and shares insights on copper developer performance in South America. He also touches on Lundin Gold's success amidst geopolitical shifts and unveils promising prospects like Tannenberg Copper in Germany.
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ADVICE

Judge Stocks By Market Cap, Not Share Price

  • Ignore superficial share-count heuristics and focus on market-cap and thesis.
  • Evaluate investment by market cap (shares×price) not arbitrary per-share price signals.
INSIGHT

Deeper Mines Lift Services Demand

  • Deepening mines drive demand for specialised equipment like Sandvik ground support.
  • Mining services benefit structurally when commodity cycles push operations deeper.
ANECDOTE

Politics Shaping Colombian Mining Risk

  • Tom notes Colombian politics are influencing mining risk perception and operator decisions.
  • He observes Petro may be influenced by Maduro's fate, affecting Colombia's investment climate.
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