Episode 21: Bill Sheriff - Golden Predator

show Jan 22, 2018

Bill discusses the company Golden Predator where he is chairman and his wife is C.E.O. They both work in different parts of the company. He focuses on geology while she handles the corporate affairs. He discusses their Three Aces Project located in the Yukon.

At the project, they have added a lot of infrastructure over the past couple of years including 20km of roads, a bridge, and a new camp. This is to reach areas and confirm the previous owner’s findings. The property has 13 square kilometers of anomalies, and they have drilled 300 holes as part of the exploration.

Mr. Sheriff has two geology degrees and handles the technical details. His wife also works with the First Nation communities in the region. They are a big part of the population where they work, and it’s important to create lasting value. For that reason, they have a very proactive position with these groups to help create business opportunities. He says, “Many of the permitting issues companies...

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Episode 20: Elizabeth Braman - Real Estate CrowdFunding

show Jan 19, 2018

Elizabeth is Senior Managing Director for the real estate crowdfunding company RealityMogul. They match active real estate investors with passive investors who are looking for opportunities. RealityMogul has grown having raised significant venture capital, and they now have 85 employees. Everything they do is done online through their website because it’s easier and cheaper. Plus investors get to monitor their investments and get access to new opportunities. They only work with real estate deals and are not involved in any other market. Their primary investment areas are office, retail, industrial and multi-family real estate.

She discusses two types of accredited investments they offer. These are Private Placements and 1031 Exchange offerings for those investors that want access to deal flows. 1031 Exchange Offerings take advantage of the IRS tax code which permits real estate investors to avoid tax hits at the time of sale. Essentially you can postpone your tax liability.

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Episode 19: Bill Trimble - A Seasoned Investor

show Jan 15, 2018

Bill discusses his trading history. He started in the early 1980’s as a stockbroker and then moved into venture capital. Since 1989 he has been focused on the resource sector and other asset classes that are publicly traded. When a trade goes against what you anticipated you should be prepared to sell and cut your losses. He says, “There are great opportunities all over the world.”

He discusses what happened in October 1987 when he learned the hard way about leverage. In a matter of 48 hours, he lost everything that he had made, and many of his clients took losses. To this day he doesn’t use leverage due to the risks involved.

Asset classes are being distorted by large crowds of people with very little knowledge. There remain massive amounts of excitement. Some of this excitement surrounds the cannabis and cryptocurrency markets. He sees similarities between cryptocurrencies and the dot.com bubble. Greed is running rampant, but it could still be in the...

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Episode 18: Laura Stein - The God Mother of Mining

show Jan 12, 2018

Laura Stein is the most amazing woman. I gave her the nickname of “The God Mother” of mining. I have a philosophy that if you want to know about an industry, go find the one who is the most informed and connected. Well, that is Laura Stein. I am honored that she allowed me to spend a few moments interviewing her while in San Francisco. Laura rarely does interviews, so this was a very special treat and once you hear Laura’s story about how she got involved with mining it will make your hair stand up on your arms. Here is just a brief synopsis of what I was fortunate to gather from our conversation.

Laura’s father was originally from Russia near Romania. Before WW2, his family had over a hundred relatives, and after the war, only four remained. Those four managed to escape to Switzerland and then onto Israel. They were able to do so by using gold to bribe the military. As a child, she viewed gold as a safety net and has always had an interest in it.

It’s...

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Episode 16: Matt Geiger - Private Equity Mining Fund

show Jan 05, 2018

Matt discusses his company, MJG Capital which has a focus on the natural resource industry exclusively. MJG is a private equity firm which allows investors to participate in a fund approach vs. direct investing which offers an alternative for investors to gain exposure to the sector in the exact same way, accredited investors are able to participate in other asset classes such as real estate, oil and gas, etc.

Matt’s viewpoint is that investors in Natural Resources should think long term. His fund will allow redemptions after 10 years which is the lockout period, due to the market cycle this is ideal as the bull market for this sector is in the early stages vs. other sectors which are at the end of their cycle.

Matt feels that the broad hard asset space has bottomed and we are beginning a new bull market. 2017 has been a slower year and a consolidation period. He says their portfolio has done quite well over the last year.

The junior space is where they maintain their focus....

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Episode 15: Jillian Sidoti – Managing Risk and Crowdfunding

show Dec 29, 2017

Jillian works for Crowdfunding Lawyers where she helps advise real estate entrepreneurs. They work with investors to acquire more extensive properties, set up the financing, and structure private placements. She started out in the music industry and then became interested in real estate investing and later in 2008 she began practicing law.

Crowdfunding is just another term for private money investors. It’s a term for getting a group of people to invest and is similar to partnerships or joint ventures. It can be equity financing and/or debt financing. It just means that multiple people are investing with you. Jillian works on structuring the deal terms for the syndicators/operators and their investors in what is called a private placement memorandum.

Anyone investing in this space should be looking for full disclosure. It’s important to make sure you know what you are getting into when making these deals.You can be assured that people with shady deals will likely cut...

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Episode 14: Robert Carrington – Junior Miner Exploring Columbia and Nevada

show Dec 25, 2017

Robert started prospecting with his father when he was nine years old. Newrange is a junior exploration company listed on the TSX.V and are based out of Canada. They began the company with a focus on South America where they have two properties under development near El Dovio and Yarumalito, Columbia.

They recently purchased a property in Pamlico, Nevada which has had minimal modern exploration. The property has been in private ownership since 1898 and therefore has missed most of the recent exploration cycles. They acquired the property in July of 2016 and are conducting an extensive drilling program. The region is part of the historical Comstock load where large quantities of silver and gold were discovered. He points out that Nevada is the third largest gold producer in the world.

Mr. Carrington feels there are some very promising anomalies to be further explored on the property and that 2018 should be a strong year for them. The drilling so far has seen grades of up to 10g/ton....

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Episode 12: Carl Johnston – An Interview With a Seasoned Accredited Investor

show Dec 18, 2017

Carl discusses how he became an investor and his background in real estate. Very early on he realized he wanted his money to work for him. The career that offered the best chance for this was investing in real estate. He picked up an MBA and worked in the finance industry for a few years. He went on to build and own a shopping center. This was a business that produced steady cash flow. He says cash flow is of particular importance to him.

He saw opportunities in investments like the oil and gas sector as well as much of the resource markets. He is fond of streaming companies with their royalties.

Investors need to recognize the difference between good and bad debt. Good debt is money that you can put to work for you that makes you more money. Bad debt is credit card debt that just costs you money. He likes to build up a depreciation base which allows him to protect the income from excess taxes.

He discusses how money is made by being a general partner of a limited partnership. He...

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Episode 11: Amir Adnani - Uranium Exploration in the United States

show Dec 15, 2017

Amir discusses the uranium market and the growth opportunities with nuclear power. The world’s population is growing, and everything needs electricity including electric vehicles. In the long-term, we can’t satisfy our energy needs just from renewables. Any balanced energy portfolio needs to have nuclear energy exposure. Today there are only ten companies in the world that mine uranium. Nuclear energy is carbon-free, and it takes very little uranium to produce incredible amounts of energy. These are things that drove Amir to get into the uranium business in 2005.

Uranium Energy Corp. wants to be a leading producer of uranium in the world. There used to be over 30,000 U.S. jobs mining uranium, but today there are only 400. For any commodity, you want multiple supply sources, and almost all of U.S. uranium is imported. In 2005, Amir looked at the uranium sector, and he realized that a lot of exploration was taking place in Canada but none in the United States. Several...

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Episode 10: Jordan Trimble - Uranium’s Supply and Demand Imbalances

show Dec 10, 2017

Jordan discusses Skyharbour Resources and how they invest in uranium projects in the Athabasca region of Saskatchewan. This area is the most massive highest grade depository of uranium in the world. His company explores and looks for uranium deposits in this region. They have accumulated several prospects and projects. They are one of the few surviving businesses that remain in the uranium space.

The uranium business has been a tough one over the past few years as the price is below the cost of production. Something has to give in the market, and we finally see some good news regarding production cuts. These have been made by Cameco which will hopefully help reduce whatever remaining supply is in the market which will allow the uranium price to rise.

He discusses Denison Mines projects who has recently found some of the highest grades of ore ever drilled. Uranium is increasingly used for power plants in places like China and India where air quality is important. Nuclear is a clean...

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