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Master Investors
James Faulkner
100 episodes
6 months ago
Ever wish you could get the inside track from the real movers and shakers of the investment world? Well, look no further than the Master Investors podcast. In this exciting new series, Master Investor Magazine Editor-in-Chief James Faulkner gets to pick the brains of fund managers, CEOs, big shot investors and various other luminaries from the investing world, in order to get you - the private investor - up to speed with all the latest themes in what is a very fast-moving and exciting industry.
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Investing
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All content for Master Investors is the property of James Faulkner and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Ever wish you could get the inside track from the real movers and shakers of the investment world? Well, look no further than the Master Investors podcast. In this exciting new series, Master Investor Magazine Editor-in-Chief James Faulkner gets to pick the brains of fund managers, CEOs, big shot investors and various other luminaries from the investing world, in order to get you - the private investor - up to speed with all the latest themes in what is a very fast-moving and exciting industry.
Show more...
Investing
Business
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Trident Royalties aiming to continue 'blistering pace' of acquisitions
Master Investors
17 minutes 54 seconds
1 year ago
Trident Royalties aiming to continue 'blistering pace' of acquisitions
The fifteen acquisitions that Trident Royalties Plc (LON:TRR) has made in just over three years has been described as a "blistering pace" by its chief executive Adam Davidson.  Positioned in the resource sector, Trident acquires royalties in mining companies, and in doing so is entitled to a percentage of generated revenue. "The mining royalty sector is not tiny,' says Davidson. "It's $80 billion in aggregate market cap of mining companies around the world." While other royalty companies focus mainly on gold, Davidson realised there was a gap in the market for "a multibillion-dollar market cap diversified mining royalty company that's got iron ore and copper and zinc as well as gold." Trident is building a pure diversified royalty business. This year it's made five acquisitions across copper, gold, silver, and mineral sands and Davidson is wanting to add nickel and zinc to the portfolio.  "We're trying to come up with an index fund style exposure. You can get your exposure to real assets to mining commodities through your holding and Trident because we get a royalty exposure across the whole depth and breadth of the sector." With a robust register of institutional shareholders, the board is in alignment with its investors with directors buying shares when they can.  The ultimate ambition according to Davidson is to build more scale within the portfolio and announce an inaugural dividend "when we can put in place a policy that's progressive."For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk (https://masterinvestor.co.uk/). 
Master Investors
Ever wish you could get the inside track from the real movers and shakers of the investment world? Well, look no further than the Master Investors podcast. In this exciting new series, Master Investor Magazine Editor-in-Chief James Faulkner gets to pick the brains of fund managers, CEOs, big shot investors and various other luminaries from the investing world, in order to get you - the private investor - up to speed with all the latest themes in what is a very fast-moving and exciting industry.