Welcome to the focusIR Investor Webinar for May 2024.
In this edition:
1) Stephen Yiu, Fund Manager at WS Blue Whale, discusses Nvidia, his top AI pick and why he thinks Visa/Mastercard, Lam Research & Applied Materials are all on an upward trend.
2) Ben Turney, CEO at Kavango Resources (KAV), the AIM listed metals exploration & development Junior Miner, details how the Company intends to develop from exploration to mining and how they intend to bring low-cost bulk gold mines into production in Zimbabwe.
3) Stuart McDonald, CEO of Taseko Mines (TKO), explains how they intend to almost double copper production and why he thinks they are overdue a re-valuation
4) Keith Watson and Robert Crayfourd, Joint Fund Co-Managers at CQS Natural Resources Growth & Income Trust (CYN), discuss their top resource sector investments with predictions on Uranium, gold, copper, renewables, oil & gas and bulk shipping.
CQS Natural Resources Growth & Income Trust (CYN)
Taseko Mines L. (TKO)