Money of Mine Cleaning the CONVERTIBLE NOTE – with Dan Porter
We’ve got a fascinating chat in store for the Money Miners, our chat with Dan Porter of Pure Asset Management.
Dan has plenty of experience as an analyst covering resources, mining services and the energy sector to name a few, and he’s now investing with a with a relatively unique strategy.
In our conversation we delve into how he gets the best of both debt & equity, the companies he’s keep a close eye on, intriguing rationale on what to look for in mining services plays as well as plenty on the energy sector.
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
grant@vrify.com (no e)
DSI Underground - Ground Support Legends
https://www.dsiunderground.com/contact
SMEC Power & Technology – Electrical Guru’s for the Mining Industry
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
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(0:00:00)Introduction
(0:02:00)How Dan Porter can ensure his returns
(0:06:46)The dirty word in mining finance
(0:12:09)Getting access to the data room
(0:16:09)Finding the sweet spot on the Lassonde curve
(0:18:49)Matty's favourite destinations - PNG & Cobar
(0:24:00)Does Pure work better in a high interest rate environment?
(0:28:27)A Tungsten turnaround
(0:32:47)The problem with mining services companies
(0:37:34)What does make a good Mining Services company?
(0:41:33)Should a Contracting company go Public?
(0:44:00)The role of energy companies in QLD
(0:56:58)Picking energy plays