When YOU Should Sell A Junior Mining Stock: Minera Alamos Case Study with Investor Sultan Ameerali
In this episode of Mining Stock Education, host Bill Powers interviews private investor Sultan Ameerali of ConsolidatedRock.com who delves into his investment journey with junior miner Minera Alamos (TSXV:MAI; OTC: MAIFF). Sultan discusses the rationale behind his initial investment into the company in 2018 and the factors that led to his decision to recently sell the stock. The conversation highlights the importance of developing and understanding your investment process, not falling in love with management, keeping watch over your ego and the risks associated with balance sheet issues in the junior mining sector. Both Sultan and Bill explore the balance between upside potential and downside risk, offering valuable insights for thoughtful investors in the mining sector.
00:00 Introduction to Mining Stock Education
00:45 Guest Introduction: Sultan Am
01:24 Initial Investment in Minera Alamos
02:59 Challenges and Setbacks
03:54 Recent Developments and Decisions
06:44 The Permitting Halo and Financing
08:41 The Transformational Acquisition
14:10 Ego and Investment Decisions
18:14 Evaluating Management and Opportunity Cost
21:14 Understanding Risks and Opportunities in Mining
24:28 Balancing Upside and Downside in Investments
25:21 Special Situations and Downside Protection
28:57 Reflecting on Investment Strategies
34:36 Evolving Investment Processes
36:30 Final Thoughts and Future Plans
