Today Tony is talk­ing a lot about com­mod­i­ty prices and what their decline means for our port­fo­lio. Iron ore, gold, cop­per and plat­inum are all in decline. We also talk about the “Dogs of QAV” mod­el, SKT, RIO, CBA, DSK, Super­hero’s per­for­mance issues, and explain what a “Josephine” is.

EPISODE TRANSCRIPT.

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Flying Under the Radar: Alex Passmore, CEO, NMG — QAV AU #932

  Episode Overview This week we sit down with Alex Pass­more, CEO of New Murchi­son Gold (NMG), the only stock that made our buy list this week. Alex walks us through the Crown Prince open pit oper­a­tion near Meekathar­ra, why NMG’s all-in sus­tain­ing costs look high…

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