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Meeting Overview The meeting focused on the green transition and its implications for investing, particularly in relation to the demand for specific metals like copper and silver. Frank Holmes shared insights on the digital transformation's impact on the green transition, while also discussing the upcoming Evergreen Investing newsletter that he and Peter Kraut will be launching. Key Discussion Points - Introduction of the green transition panel discussion by Gwen Preston. - Frank Holmes discussed the importance of digital transformation in business and its relation to green investing. - The need for copper and silver in the green transition, particularly for solar panels and electric vehicles. - The impact of government policies and investments on the green transition. - The expected growth in solar photovoltaic installations and the implications for commodity prices. - Challenges in copper supply due to declining grades and geopolitical factors. - The role of lithium in electric ve...
Publisher at Resource Maven
Gwen Preston is the Resource Maven. Her independent letters chronicle her thoughts, buys, and sells in the world of mineral exploration, development, and mining. Gwen has a strong network of contacts, almost 15 years of site visits and due diligence under her belt, a solid grasp of macroeconomics and how they shape metals price moves, and a track record of finding opportunity and managing risk in the metals and mining sector.
President at Escala Research
Peter Krauth is a former portfolio adviser and a 20-year veteran of the resource market, with special expertise in precious metals, mining and energy stocks. He is editor of two newsletters to help investors profit from metal market opportunities: Silver Stock Investor, www.silverstockinvestor.com and Gold Resource Investor, www.goldresourceinvestor.com. In those letters Peter writes about what he is buying and selling; he takes no pay from companies for coverage. Peter has contributed numerous articles to Kitco.com, BNN Bloomberg, the Financial Post, Seeking Alpha, Streetwise Reports, Investing.com, TalkMarkets and Barchart, and he holds a Master of Business Administration from McGill University.
Speaker 1: Hello, everyone. Speaker 1: Thank you so much for joining us for our green transition panel discussion. We're very happy to have you here with us today. Speaker 1: My name is Gwen Preston. I am the editor of Resource Maven. I'm joined today by Speaker 1: 2 friends. 1 is Frank Holmes of US Global Investors, who has been a leader in the green transition investing space. So we're really lucky to have him kick off the panel with his thoughts, his latest sort of outlook on what it is to do green investing and why it makes sense, I'm assuming, Speaker 1: to do green investing Speaker 1: despite sort of the market being what it is at this moment. Speaker 1: And then Frank and I'll have a bit of a chat and after that we'll have Peter Kraut chime in. Peter and I are launching an Evergreen Investing newsletter. We're gonna write it together. So Peter's gonna run through the different arenas that we plan to cover in that newsletter. So those who are looking for some monthly guidance, some monthly knowledge about Evergreen Investing might consider subscribing to that. And that's the sort of the impetus for doing this event today. So without further ado, Frank, I'd love to hear the latest from you. Speaker 2: Well, thank you, Gwen, and thank you for bringing me back to share our story. But before we jump into the slide deck, Speaker 2: I was just mentioning to you all that Speaker 2: every year I go to Harvard, except for COVID, Speaker 2: And we are kids again. Speaker 2: Most of the guys are over 60 and women are over 65. Speaker 2: And it is a 150 of us from 80 countries live in a dorm and we do nothing but case studies for a whole week. Speaker 2: And it's intense. Speaker 2: And after 10 years and 600 hours of being involved with this, you get your MBA from Harvar...