About this episode

Warren Gilman discusses his investment strategies and insights in the mining sector, focusing on Queens Road Capital and current market trends.

Warren Gilman is the Chairman and CEO of Queens Road Capital, a TSX-listed natural resources investor, targeting long-term bets on the world's best mining projects. Backed by investors including Li Ka-shing, Jack Cowin, and Brett Blundy, he has built one of the more distinctive vehicles and delivered sector-leading returns. Before Queens Road, Warren spent over 25 years as an investment banker to the mining industry’s biggest names, advising on landmark moments from mining's biggest ever IPO to the battle for Voisey's Bay, to name a couple.This episode goes deep into the deals, the relationships, and the philosophy behind one of mining’s most sophisticated investors, plus what he's investing in right now.In this conversation, Warren covers: The inside story of the Voisey’s Bay deal How he cold-called China's richest man Li Ka-shing a decade ago to get him into NexGen, and why he’s still there Why Rook I and Voisey’s Bay rhyme How Queens Road structures its bets The geopolitical case for nuclear and what the Gulf crisis means for uranium What the change in gold has done to the project landscape How he manages capital through cycles so he can deploy when everyone else is frozen…

People in this episode

Guest: Warren Gilman

Topics covered

• mining investment
• natural resources
• capital management
• geopolitics of uranium
• gold project landscape
• investment strategies

Keywords

• Queens Road Capital
• Warren Gilman
• mining investment
• NexGen
• Voisey's Bay
• uranium
• gold
• capital management

Mentioned in this episode

Organizations: Queens Road Capital

Products: NexGen, Rook I, NXG, NXE.TO, CEL, LA.V, DPM, ISO.TO, GROY.NY

Places: Voisey's Bay

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