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Description:
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Brian Laks, partner at Old West Invest Management, discusses the bull case for Tin and why he thinks the world's largest tin miner, Alphamin, could present an alpha opportunityi.
Brian's first appearance on Uranium and NXE: https://twitter.com/AndrewRangeley/status/1434879061961019396?s=20
Tin market bull case video mentioned: https://www.youtube.com/watch?v=4Ro8uCD10-w
Chapters
0:00 Intro
2:20 Tin market overview
4:00 What drives the structural increase in tin prices?
7:25 Is there an alternative for tin?
13:25 Tin supply dynamics
20:20 What would it take to bring new tin mines on?
24:40 Marginal cost of tin supply
30:30 Why is today's tin price right versus 2019's?
35:15 Alphamin overview
41:10 Alphamin's expansion project
44:50 The strategic review process
52:00 Capital allocation and Alphamin's dividend
58:45 Tin's terminal value versus coal
1:01:30 Could China buy Alphamin?
1:07:00 What happens if Alphamin doesn't sell?
1:12:40 Why is the strategic review taking so long?
1:16:15 Closing thoughts |
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