Today we had the pleasure of interviewing the great Warren Gilman in a “can’t-miss” interview.
Warren has a wealth of experience, having invested capital in the natural resource world on behalf of notable entrepreneurs including Andrew “Twiggy” Forrest, Li Ka Shing, Brett Blundy, Jack Cowin and John Singleton.
He previously managed CEF Holdings throughout the 2010’s, having set up CIBC’s metals and mining team in Toronto. In addition, he’s acted as adviser to the likes of BHP, Rio Tinto, Anglo American, Falconbridge, China Minmetals and Zijin.
He currently manages Queens Road Capital, a TSX-listed (TSX: QRC) natural resources fund, which is well known for its use of convertible debentures in the resource world.
We hope the Money Miners get as much out of this interview as we did!
All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.
Thank you to our Podcast Partners:
Terra Capital – Specialist Investment manager in the natural resources sector
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
JP Search – Recruitment specialists for the financial world
K-Drill – Safe, reliable, and productive surface RC drilling
Topdrill – Drilling into the future
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(0:47) Who is Warren Gilman?
(9:19) The Billionaires Warren invests for
(18:20) Criteria for QRC’s convertible debentures
(21:15) What makes a fantastic orebody
(25:07) Investment style for Convertible Notes
(31:50) Why doesn’t QRC have much investment in Australia?
(38:13) How is the macro view from Hong Kong
(43:33) Crystal ball predictions for commodities
(59:07) Investments QRC have made
(1:03:51) Under-rated vs. Over-rated!