Q&A with Alberto Arias - Arias Resource Capital - The Assay
ADVERTISEMENT
The Assay - Mining investment news, insights and company profiles
Mining investment news, insights and company profiles
No Result
View All Result
Subscribe
  • Home
  • News
    • All News
    • Gold
    • Silver
    • Copper
    • Nickel
    • Lithium
    • Precious Metals
    • Base Metals
    • Battery Metals
    • Exploration
    • Development
    • Production
  • Articles
  • Assay Insights
  • Videos
    • CEO Interviews
    • Investor Panels & Presentations
  • Company Profiles
  • Magazine
  • Newsletter
  • 121 Mining Investment
  • About
    • About Us
    • Our Team
    • Contact Us
    • Partners
The Assay - Mining investment news, insights and company profiles
  • Home
  • News
    • All News
    • Gold
    • Silver
    • Copper
    • Nickel
    • Lithium
    • Precious Metals
    • Base Metals
    • Battery Metals
    • Exploration
    • Development
    • Production
  • Articles
  • Assay Insights
  • Videos
    • CEO Interviews
    • Investor Panels & Presentations
  • Company Profiles
  • Magazine
  • Newsletter
  • 121 Mining Investment
  • About
    • About Us
    • Our Team
    • Contact Us
    • Partners
No Result
View All Result
Subscribe
The Assay - Mining investment news, insights and company profiles
No Result
View All Result
Home Articles

Q&A with Alberto Arias

Founder and Portfolio Manager, Arias Resource Capital Management LP

byThe Assay
4 years ago
Reading Time: 3 mins read
Q&A with Alberto Arias

1. Hi Alberto, thank you for joining us. Can you give a short introduction of yourself and your background?

I am the founder and portfolio manager of Arias Resource Capital, a private equity fund focused on the metals and mining sector.

2. Can you give an overview of the overall investment strategy for Arias Resource Capital?

Our Investment strategy is focused on high-quality mining assets that have been historically in underdeveloped and underexplored regions, due to lack of capital or other impediments that our funds can help resolve.

3. Arias Resource Capital has invested into Largo Resources (TSX: LGO) and Sierra Metals (TSX: SMT). How did these companies meet your criteria for investment?

Largo is regarded by experts as the highest quality asset in the vanadium world and our fund was instrumental in developing and operating the mine and processing facilities. Sierra Metals, in my view, has some of the most exciting growth profiles in the mid-sized mining sector, fueled by its asset quality and good management team, which is expanding its three operating mines in Mexico and Peru.

4. Any other mining companies fitting your criteria that deserve a mention?

We have some private investments that have quite exciting prospects as well and prefer to develop them privately for the moment.

5. Largo Resources and Sierra Metals are both TSX-listed companies. Do you have a preference for mining companies on the TSX over other stock exchanges?

We are happy with Canadian listings for our companies, but also try to do dual listings with US exchanges and listings on the local equity markets where the mines are located and provide access to the project’s benefits to the local investors and institutions.

6. What are your preferred metals and minerals at present? And why?

We like battery materials, particularly copper and vanadium. We believe that both copper and vanadium will be in tight supply, in part due to declining grades of copper mines and challenges to bring new large copper projects online. For Vanadium, the market has had a structural change driven by a new standard in steel rebars in China, which require higher levels of vanadium, thus boosting global vanadium demand levels.

7. Part of your investment strategy is a focus on Latin America. What is the outlook for mining investment in this region? Where do you see new opportunities emerging?

Latin America is very diverse, so it is hard to generalize the outlook for the whole continent as one. However, a trend that is worrisome for the industry is the rise of opposition by local communities to some mining projects. Furthermore, in some countries, there has been rising resource nationalism. This has resulted in increased bureaucratic obstacles that can delay the exploration and development of projects for years, thus reducing the attractiveness to invest.

8. Finally, how do you believe the US-China trade war and recent large M&A activity has impacted the global mining sector?

I believe these events have had diverse impacts on the mining sector. The trade tensions have temporarily slowed down economic growth and increased uncertainty and risks in future growth projections, which are not positive for industrial metals. However, on the other hand, it could increase the attractiveness of precious metal investments as a hedge to financial risks. With regards to M&A, it has intensified as the mining sector needs to have players that meet the size and critical mass required today to be relevant to the global equity markets.

Tags: Battery MetalsCopperQ&ATSX/VVanadium
TweetShareSend
Previous Post

Q&A with Anthony Milewski

Next Post

Gold Exploration Spending Showing Interest in Quebec’s Gold District

Related Posts

Desert Metals Set For Active Wave of Gold and REE Exploration Programmes
News

Desert Metals Set For Active Wave of Gold and REE Exploration Programmes

byColin Sandell-Hay, Contributor - The Assay
24 March, 2023
Cyprium Metals Enters into A$6M Secured Loan Deed
News

Cyprium Metals Enters into A$6M Secured Loan Deed

byColin Sandell-Hay, Contributor - The Assay
24 March, 2023
Sparc Obtains Exceptional Results on Sodium Ion Battery Materials Project
News

Sparc Obtains Exceptional Results on Sodium Ion Battery Materials Project

byColin Sandell-Hay, Contributor - The Assay
24 March, 2023
Dreadnought Identifies Five Strong EM Conductors at Mangaroon Ni-Cu-PGE Project
News

Dreadnought Identifies Five Strong EM Conductors at Mangaroon Ni-Cu-PGE Project

byColin Sandell-Hay, Contributor - The Assay
24 March, 2023
Jindalee Names Preferred Lithium Extraction Process for McDermitt Project
News

Jindalee Names Preferred Lithium Extraction Process for McDermitt Project

byColin Sandell-Hay, Contributor - The Assay
24 March, 2023
Patriot Ready Hits the Road for Corvette Lithium Exploration Campaign
News

Patriot Extends Quebec Pegmatite Strike Length to 3.15km

byColin Sandell-Hay, Contributor - The Assay
24 March, 2023
Next Post
Gold Exploration Spending Showing Interest in Quebec’s Gold District

Gold Exploration Spending Showing Interest in Quebec’s Gold District

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Popular Articles

  • The Rise and Rise of Indonesian HPAL – But Can It Continue?

    The Rise and Rise of Indonesian HPAL – But Can It Continue?

    0 shares
    Share 0 Tweet 0
  • The Assay Guide to Palladium vs Platinum

    0 shares
    Share 0 Tweet 0
  • Zinc Mining & Market Outlook 2022-2025

    0 shares
    Share 0 Tweet 0
  • For Rare Earths It’s All About the Magnets

    0 shares
    Share 0 Tweet 0
  • The Assay’s Guide to Manganese Mining and Production

    0 shares
    Share 0 Tweet 0
  • Home
  • News
  • Articles
  • Investor Discussions
  • CEO Interviews
  • Company Profiles
  • Newsletter
  • Magazine
  • About Us
  • Our Team
  • Contact Us
Hyve logo

Please note: This Web site and The Assay magazine and the information and materials on this Web site and in The Assay magazine are not, and should not be construed as, an offer to buy or sell, or as a solicitation of an offer to buy or sell, any regulated products, securities or investments. This Web site and The Assay Magazine do not, and should not be construed as acting to, sponsor, advocate, endorse or promote any regulated products, securities or investments. This Web site and The Assay magazine and the information and materials on this Web site and in The Assay magazine do not, and shall not be construed as, making any recommendation or providing any investment or other advice with respect to the purchase, sale or other disposition of any regulated products, securities or investments, including, without limitation, any advice to the effect that any mining or metals related transaction is appropriate or suitable for any investment objective or financial situation of a prospective investor. A decision to invest in any regulated products, securities or investments should not be made in reliance on any of the information or materials on this Web site or in The Assay magazine. Before making any investment decision, prospective investors should seek advice from appropriately qualified and licensed financial, legal, tax and accounting advisers, take into account their individual financial needs and circumstances and carefully consider the risks associated with such investment decision.

Privacy Policy
Cookies
Hong Kong Residents Privacy Statement

© 2023 The Assay

No Result
View All Result
  • Home
  • News
    • All News
    • Gold
    • Silver
    • Copper
    • Nickel
    • Lithium
    • Precious Metals
    • Base Metals
    • Battery Metals
    • Exploration
    • Development
    • Production
  • Articles
  • Assay Insights
  • Videos
    • CEO Interviews
    • Investor Panels & Presentations
  • Company Profiles
  • Magazine
  • Newsletter
  • 121 Mining Investment
  • About
    • About Us
    • Our Team
    • Contact Us
    • Partners

Please note: This Web site and The Assay magazine and the information and materials on this Web site and in The Assay magazine are not, and should not be construed as, an offer to buy or sell, or as a solicitation of an offer to buy or sell, any regulated products, securities or investments. This Web site and The Assay Magazine do not, and should not be construed as acting to, sponsor, advocate, endorse or promote any regulated products, securities or investments. This Web site and The Assay magazine and the information and materials on this Web site and in The Assay magazine do not, and shall not be construed as, making any recommendation or providing any investment or other advice with respect to the purchase, sale or other disposition of any regulated products, securities or investments, including, without limitation, any advice to the effect that any mining or metals related transaction is appropriate or suitable for any investment objective or financial situation of a prospective investor. A decision to invest in any regulated products, securities or investments should not be made in reliance on any of the information or materials on this Web site or in The Assay magazine. Before making any investment decision, prospective investors should seek advice from appropriately qualified and licensed financial, legal, tax and accounting advisers, take into account their individual financial needs and circumstances and carefully consider the risks associated with such investment decision.

Privacy Policy
Cookies
Hong Kong Residents Privacy Statement

© 2023 The Assay

Go to mobile version