Matt Geiger’s Featured Investment – Ardea Resources

Ardea Resources is the most recently added position to the MJG portfolio and our only cobalt investment. With a fully diluted Enterprise Value of ~A$65m, Ardea provides more leverage to the price of cobalt than any other public vehicle globally.

In The News

Matt Geiger: Why I Hate Gold, But Still Like Gold Stocks
October 25th, 2017
Matt Geiger: Why I Hate Gold, But Still Like Gold Stocks
Palisade’s New Guard – Matt Geiger, Value Investing In Resources
September 12th, 2017
Palisade’s New Guard – Matt Geiger, Value Investing In Resources
Matt Geiger: Fund Manager Says Silver to Outshine Gold In A Major Way
September 2nd, 2017
Matt Geiger: Fund Manager Says Silver to Outshine Gold In A Major Way
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