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Value Hive Podcast

Doug Ramshaw: How To Build A Mine That Makes Money

89 min • 10 maj 2024

I'm stoked to bring you my conversation with Doug Ramshaw, CEO of Minera Alamos $MAI.V.

PLEASE NOTE: I AM NOT A SHAREHOLDER OF MAI.V AS OF THIS RECORDING. I DO NOT PLAN TO OWN SHARES FOR AT LEAST TWO WEEKS AFTER THIS PODCAST IS RELEASED AS I'M STILL DOING DUE DILIGENCE.

THIS IS MINING PEOPLE, IT'S RISKY. DO YOUR OWN WORK. MOST MINES FAIL. ITS HARD. NONE OF THIS IS INVESTMENT ADVICE.

Now with that out of the way ...

Doug knows how to build profitable mines that scale, period. That's what he's done in the past, and that's what he's doing with MAI.V.

I spend 90 minutes dissecting Doug's process for:

  • Identifying good projects/drill results
  • Building a profitable mining company
  • Finding the right people
  • Aligning company interests with shareholders
  • Protecting shareholders from dilution
  • Using cash from operations to expand a resource

And more.

If you're a metals/mining investor, you will love this episode.

If you're a generalist, you will love this episode. Doug gets it. That's all I can say.

Finally, a big thanks to the following sponsors for making the podcast a reality.

Mitimco

This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠⁠, a website for emerging manager stockpickers.

For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

Tegus

Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.

I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to ⁠⁠⁠⁠⁠tegus.co/valuehive⁠⁠⁠⁠⁠ for a free trial to see for yourself.

TIKR

TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠⁠⁠TIKR.com/hive⁠⁠⁠⁠⁠.

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