Money of Mine A Company you Can’t Bet Against + How PLS Defies Gravity (Investor Romano Sala Tenna Interview)
Romano Sala Tenna is the co-founder of Katana Asset Management, a Perth-based long-only fund. We had a blast picking his brain over what the state of the economy is, how earnings season is shaping up, how interest rates are looking, his positioning in resources business plus several specific companies.
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.
Thank you to our Podcast Partners:
VRIFY – Communicate in 3D
grant@vrify.com (no e)
InvestorHub – Shaking up the Investor Relations industry
DSI Underground - Everything Ground Support
https://www.dsiunderground.com/contact
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 for Underground
Brooks Airways – Perth’s leading charter flight operator
K-Drill – Safe, reliable, and productive surface RC drilling
TIMESTAMPS
(0:00:00)Introduction
(0:01:59)Gina has run her eye over this one
(0:05:30)Matty's personal Pub announcement
(0:06:58)Getting out of the Perth & the big smoke
(0:08:57)Katana's style
(0:11:45)How's earnings season shaping up
(0:16:24)Difference between the stock market and the Aus economy
(0:18:19)Inflation and Interest Rates prediction
(0:24:50)MinRes - the portfolio's biggest holding
(0:36:06)Do you get punchy within Katana over ideas
(0:38:55)Copper predictions and who are the pure plays to look at
(0:44:22)North Qld Copper district
(0:46:50)Regis Resources
(0:52:50)Transitioning into Whitehaven
(0:59:30)Yancoal
(1:02:03)Pilbara Minerals
(1:07:49)Santos/Woodside
(1:09:33)Iluka & South32
(1:13:26)Your biggest contrarian view?