What podcasts say about Freddy Brick
Every statement, with the speaker, the exact quote and the moment it was said.
What Freddy Brick has said on podcasts
18 statements · 8 positive · 5 negative · 5 neutral
Higher metal prices benefit junior mining assets
“higher metal prices are better for the assets we own”
Open the episode · Hunting for Value in Mining Stocks Amid Soaring Metals Prices | Freddy Brick | Muddy Waters CapitalListen at 2:14
Muddy Waters typically operates its mining book at approximately 50% net exposure
“we typically run the book about 50% net.”
Open the episode · Hunting for Value in Mining Stocks Amid Soaring Metals Prices | Freddy Brick | Muddy Waters CapitalListen at 2:17
The Asanko open-pit mine was fraudulent
“this open pit mine was a fraud.”
Open the episode · Hunting for Value in Mining Stocks Amid Soaring Metals Prices | Freddy Brick | Muddy Waters CapitalListen at 8:20
Nuggety gold deposits often disappoint when geological models overstate metal content
“if you're very disingenuous about it, and that's why you often find in these nuggety gold deposits that get mined, they often disappoint”
Open the episode · Hunting for Value in Mining Stocks Amid Soaring Metals Prices | Freddy Brick | Muddy Waters CapitalListen at 10:47
Muddy Waters built approximately a 10% stake in GT Gold
“we ended up building up about a 10 stake in the assets”
Open the episode · Hunting for Value in Mining Stocks Amid Soaring Metals Prices | Freddy Brick | Muddy Waters CapitalListen at 14:28
GT Gold was acquired by a major mining company
“the asset ended up being acquired by a major”
Open the episode · Hunting for Value in Mining Stocks Amid Soaring Metals Prices | Freddy Brick | Muddy Waters CapitalListen at 14:39
Junior mining has suffered severely reduced capital flows since 2011
“junior mining has just been decimated in terms of capital flows.”
Open the episode · Hunting for Value in Mining Stocks Amid Soaring Metals Prices | Freddy Brick | Muddy Waters CapitalListen at 15:42
Good junior mining projects have been neglected despite higher metal prices
“a lot of projects that are actually pretty good and are now really good at much higher metal prices have been somewhat discarded by the wayside.”
Open the episode · Hunting for Value in Mining Stocks Amid Soaring Metals Prices | Freddy Brick | Muddy Waters CapitalListen at 18:01
Structural constraints prevent many investors from accessing preferred junior mining assets
“there's a lot of things that really structurally prevent people from being able to invest in the part of the sector that we like.”
Open the episode · Hunting for Value in Mining Stocks Amid Soaring Metals Prices | Freddy Brick | Muddy Waters CapitalListen at 19:26
Current junior mining projects and opportunities are highly attractive
“the projects and the opportunities at the moment are amazing”
Open the episode · Hunting for Value in Mining Stocks Amid Soaring Metals Prices | Freddy Brick | Muddy Waters CapitalListen at 35:46
The Artemis and IM Gold projects will be built, succeed, and substantially increase in value
“they're going to get built. They're going to work. And then the stocks are just going to be up massively.”
Open the episode · Hunting for Value in Mining Stocks Amid Soaring Metals Prices | Freddy Brick | Muddy Waters CapitalListen at 36:23
Muddy Waters long investments typically take three to five years
“Most of the things we've done, it's taken on the long side, somewhere in the range of three to five years.”
Open the episode · Hunting for Value in Mining Stocks Amid Soaring Metals Prices | Freddy Brick | Muddy Waters CapitalListen at 55:49
Muddy Waters owns just under 20% of Mayfair Gold
“We own just shy of 20% of an asset called Mayfair Gold.”
Open the episode · Hunting for Value in Mining Stocks Amid Soaring Metals Prices | Freddy Brick | Muddy Waters CapitalListen at 56:06
Muddy Waters installed and strongly approves Mayfair Gold’s new management team
“We've bought in an entire new management team that we're really, really happy with.”
Open the episode · Hunting for Value in Mining Stocks Amid Soaring Metals Prices | Freddy Brick | Muddy Waters CapitalListen at 56:15
Mayfair Gold has a high-quality project with manageable capital expenditure
“we've got what we think is a phenomenal project that's relatively straightforward with manageable CapEx.”
Open the episode · Hunting for Value in Mining Stocks Amid Soaring Metals Prices | Freddy Brick | Muddy Waters CapitalListen at 56:35
Mayfair Gold’s value depends on executing milestones and advancing the project
“my expectation is the only thing we can do is try and execute and knock down milestones and push the project forward”
Open the episode · Hunting for Value in Mining Stocks Amid Soaring Metals Prices | Freddy Brick | Muddy Waters CapitalListen at 57:27
Brick hopes Mayfair Gold will ultimately succeed within two to five years
“if we come back on the podcast in two three years or five years i'm hoping to say oh yeah remember about that thing i told you about well it worked out in the end”
Open the episode · Hunting for Value in Mining Stocks Amid Soaring Metals Prices | Freddy Brick | Muddy Waters CapitalListen at 58:00
Mining permitting, environmental work, and engineering design require years
“Permitting takes years. Environmental work takes years. engineering and design work takes years”
Open the episode · Hunting for Value in Mining Stocks Amid Soaring Metals Prices | Freddy Brick | Muddy Waters CapitalListen at 58:37
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.