Mining Stock Education · Monday, September 28, 2026
Sultan Ameerali shared a past strategy of identifying 'hated commodities' at conferences by seeking out companies with few scheduled meetings, which he found at a 2019 conference were coal and potash. He noted this year's conference lacked such opportunities, indicating broad market optimism.
“I'm happy to take a meeting with a company that doesn't have a lot of meetings.”
“And, uh, those ended up being profitable trades for me, right?”
“So, uh, but this year there was none of that. It was, uh, it was chalk full of meetings and, uh, a lot of optimism.”