How to Spot a 20-Bagger Early (Rob Cohen)
Rob Cohen has been on our wish list for a long time. A metallurgical engineer who has spent nearly three decades at 1832 Asset Management in Toronto, he runs the Dynamic Precious Metals Fund and is often the first institution to appear on the register of an emerging Australian gold developer, usually buying on market rather than waiting for a placement.
Timed for those heading to Diggers, this one is a tour through the calls that built the track record, and the process behind them.
In this episode, Rob covers:
- Getting into Spartan at 40 cents and Northern Star at a dollar, and what he saw that others couldn't.
- The Larvotto meeting where he pulled up Perpetua's resource on his iPad and realised he was looking at twenty times the antimony grade.
- Why Mali, Burkina Faso and Mexico are out, and the "family holiday test" he applies to jurisdiction risk.
- Snowline and Great Bear, and what makes a deposit a geological freak show.
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TIMESTAMPS
(0:00) Diggers Trip Intro
(7:20) Not an Index Hugger
(14:40) Big Winners: Northern Star
(22:20) Founders: Lovato, Snowline, and Great Bear
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