Money of Mine Separating Value from Traps with Activist Investor Jeremy Raper
For a weekend special we had a chat with value-investing/social-activist Jeremy Raper.
Jeremy has banking & hedge fund experience as well as writing a popular investing newsletter sharing his insights. He looks for value opportunities with key catalysts that’ll unlock that value for shareholders. We chat about his adventures across plenty of resource plays as well as companies he’s got his eyes on.
All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.
Podcast Partners:
VRIFY – Communicate in 3D
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InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry
DSI Underground - Ground Support guru's
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SMEC Power & Technology – Electrical Guru’s
McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts
https://www.mmts.net.au/#contact
Anytime Exploration Services – Everything Exploration
KCA Site Services – Underground mining machine hire
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Exploration drilling experts
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(0:00:00)Introduction
(0:03:39)Which companies are not safe from Activisim?
(0:06:38)Who helped discover Greenbushes, Andover and Pilgangoora?
(0:09:49)Jeremy Raper intro
(0:20:09)How to extract latent value from companies
(0:22:02)The Metals X locked box
(0:27:27)Carnarvon Energy activism
(0:37:17)Orecorp pending offer from Silvercorp
(0:40:07)How will Carnarvon play out?
(0:45:19)How many times has Jeremy been stonewalled?
(0:54:46)Setting up a special purpose vehicle for Activism
(1:00:46)Cassius Mining Arbitration
(1:16:49)Montero Mining
(1:37:44)WA Billionaire Rant