Transcript
Introduction
Matt
Welcome back to Business Breakdowns. Today, we are covering Mineral Resources. Even if you've had some bad experiences investing in commodities, I would not skip over this one so quickly. Fraser Christie, Investor at TDM Growth Partners, join me to talk about how MinRes has taken a different approach to the historically cyclical boom bust industry.
We walk through the increasingly vertical integration of Mineral Resources business, and we discuss what powers it in the unique infrastructure services crown jewel asset, and we get into some of the thoughtful capital allocation that has taken place through this history. It's a very fun business with a very fun founder who still remains a key player, a key operator in the space. Please enjoy this breakdown of Mineral Resources.