Matt Geiger of MJG Capital On Exciting Time For Gold Royalty M&A & Stellar First Half of 2025
Quarterly conversation with Matt Geiger of MJG Capital discussing gold royalty M&A, copper tariffs, Tether Holdings, and US copper cathode developers.
Matt Geiger is the founder and CIO of MJG Capital. MJG Capital Fund, LP was launched in September 2011. MJG Capital Fund, LP was founded in September 2011. The partnership holds a concentrated, long-only portfolio of natural resource equities. New limited partners are accepted on a rolling basis. All investors are subject to a 1.5% Annual Management Fee and 10 Year Lock-Up on invested capital.
In the first six months of 2025, MJG Capital reported a 35.77% gain net of all fees and expenses. Far outpacing the S&P 500, and other major equity indices.
In my latest conversation with Matt Geiger, we discuss MJG's stellar first half return before delving into the rapid fire news flow in the precious metals royalty sector. There is a lot of discussion of Tether Holdings investment into Elemental Altus (TSX-V:ELE) as well as a thoughtful breakdown of what Tether's strategy might be in the gold royalty space.
We conclude by discussing Trump 2.0's copper tariff strategy, implications for miners, and why Matt's favorite metal is still copper.
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