Liquid real assets with Will Thomson of Massif Capital; Natural gas, tungsten and tin

Liquid real assets with Will Thomson of Massif Capital; Natural gas, tungsten and tin | S07 E33 – The Acquirers Podcast

Market views

Bullish

EQUINOR— North Sea oil & gas producer with strong balance sheet, double-digit capital returns via dividends, and strategic advantages from European infrastructure proximity and geopolitical positioning
ALPHAMIN— DRC-based tin producer controlling ~10% of global supply, paying 7-10% annual dividend, recently resolved operational disruptions from local conflicts
TIN— Tin market facing severe supply constraints with only one new mine built in 15 years, Myanmar shutdowns affecting 25% of supply, and no new production expected for next 5 years
TUNGSTEN— Critical rare earth metal with concentrated supply, easier processing than other rare earths, essential for defense applications, limited Western mining opportunities
ORGANDA— Japanese company that is one of only three global manufacturers of ultra-pure water equipment essential for semiconductor production, sole supplier to TSMC

Not investment advice.