In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas sit down with David Franklyn, Fund Manager of the Argonaut Natural Resources Fund, to explore the next resource cycle and the potential mining boom in 2025.

We dive into:

• ✨ Gold outlook – still glittering for investors?
• 🔋 Lithium – is the bear market finally over?
• ⚡ Copper demand – the “metal of electrification” powering the energy transition.
• ☢️ Uranium – nuclear’s comeback and supply/demand tailwinds.
• 🌏 Tariffs & trade – risks vs opportunities for Australian miners.

The Argonaut Natural Resources Fund has returned 24.9% p.a., outperforming the ASX 300 Resources Index. David shares his investment strategy, portfolio themes, and outlook as we head deeper into the 2025 resource cycle.

📧 Contact us: cftgroup@shawandpartners.com.au

🔗 Learn more: argonautfundsmanagement.com

⚠️ Disclaimer:

This content is for informational and educational purposes only and does not constitute financial advice. Candice Bourke and Felicity Thomas are authorised financial advisers with Shaw and Partners Limited (AFSL 236 048). The views expressed are general in nature and have not considered your personal circumstances. Please seek independent professional advice before making any financial decisions. Information is current as of the recording date (21 August 2025).

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