The Doc talks from his war bunker!
“…Try and stick with it because if you give up at the weakest point in the cycle you’re going to have deep, deep regrets. As sad as it sounds, where there’s pain and misery there’s opportunity…”
New to investing? Need a strategy? Not really sure where to start in the minefield of Financial Markets? Maybe this podcast will help you on your journey.
As some of the finest military strategists have learned – there is bravery in capitulation. Not to surrender, but to take a break, think, regroup and return refreshed with gritty resolve.
It’s not too dissimilar to the manoeuvres of market practitioners and commentators. One of them Doc Holliday called the top of the market a year ago and then he disappeared into a metaphorical bunker insulated from the noise of the markets, billboard assassinators and those keen to sabotage his trading insights.
After a tentative head above the parapet he’s back at a time the world weighs up the possibility of World War 3, which for the occupants of Ukraine is an uncomfortable reality.
In this conversation with Sarah Lowther, Doc talks about the much maligned gold producer Polymetal International which before the Russian invasion of Ukraine was viewed as apolitical. Due to its Russian domicile, it is being punished by a Putin-politicised market. Doc though errs on caution “Five years down the track Polymetal will be seen to be a once in a lifetime opportunity.”
He’s asking investors to don tin hats and reinforced underpants and in true Ridley Scott ‘Gladiator’ style …Hold. Hold. Here he talks about the stocks that will prevail through Putin’s war.
Companies and subjects covered by Doc include :
#BEN #BP. #BTC #CEY #CGO #CHF #ECO #EUA #GOLD #HARL #JRS #MNRG #NCYT #NTOG #ORPH #PDL #POLB #POLY #SHEL
Podcast Time Codes:
2:33 – Polymetal International #POLY
4:36 – Chesterfield Resources #CHF
7:13 – Centamin #CEY
7:50 – Contango Holdings / Bens Creek #CGO #BEN
10:11 – Shell & BP #SHEL #BP.
14:00 – Eurasia Mining #EUA
18:01 – Petra Diamonds #PDL
19:41 – Novacyt #NCYT
20:46 – Poolbeg Pharma #POLB
22:09 – JPMorgan Russian Securities PLC #JRS
22:29 – £Cash
23:55 – Metalnrg #MNRG
24: 35 – Nostra Terra Oil & Gas #NTOG
25:19 – Eco Atlantic Oil & Gas #ECO
25:33 – Harland & Wolff #HARL
Follow Doc on Twitter : @DDS_DocHoliday
Look out for more of these interviews with REAL investors this year.
Simply follow @TMSreach and be first to get the latest news and views on the junior, emerging and major markets.