In the first two episodes of this commodities-focused Buy Hold Sell series, we zeroed in on the obvious plays – gold, and oil and gas – the parts of the market dominating headlines and investor attention. But as is often the case in commodities, the real opportunity set runs much deeper. Lithium has staged a sharp comeback, tin and manganese prices have surged over the past year, and key industrial metals like copper and even iron ore continue to trade at elevated levels. So in this episode, we flipped the format. Rather than focus on a single commodity, we asked our guests – Rick Squire from Acorn Capital and Emanuel Datt from Datt Capital – to each bring three of their highest-conviction commodity stock ideas. No themes, no hypotheticals – just six big buys and the reasoning behind them, from two of the country’s most respected resource investors. This episode was recorded on Wednesday, 8th April 2026.

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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