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Tag: Theron De Ris

Contrarian Calls, Revisited: Theron de Ris’ Bullish View of Energy, Precious Metals, Royalty and Streaming Stocks

Published January 31, 2022

Theron de Ris of Eschler Asset Management was bullish on energy, precious metals and royalty and streaming companies in the mining market in November 2020. 

Precious metals were in an up-trend but 2020 was the “first year we’ll be seeing some institutional interest develop,” de Ris said at the time.

Additionally, “gold is kind of a bet against bad government decisions and falling trust in the system.” Royalty and streaming companies were poised to come along for the ride as these were “basically financing companies” to “bring mines into production” with the benefit of a cut off the top line, usually into perpetuity. 

Among these, de Ris’ favorite was EMX Royalties (EMX).

MoreContrarian Calls, Revisited: Theron de Ris’ Bullish View of Energy, Precious Metals, Royalty and Streaming Stocks
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Season 2, Episode 34: The Bullish Case for Precious Metals, Energy Stocks

Published November 20, 2020

Featuring Theron De Ris, Eschler Asset Management

Theron De Ris of London-based Eschler Asset Management joins the podcast to discuss why now may be an optimal time to invest in shares of precious metals companies and energy concerns.

One of De Ris’ favorite stocks — and primary portfolio holdings — is discussed at some length in the second half of the program.

MoreSeason 2, Episode 34: The Bullish Case for Precious Metals, Energy Stocks
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