Argonaut’s David Franklyn Discusses Gold, Lithium and Energy Trends on Ausbiz

Head of Argonaut Funds Management David Franklyn joined Andrew Geoghegan on Ausbiz this week to share his analysis on the resources sector, drawing on his deep experience identifying value across commodities cycles.

On gold, David's view is that the recent sell-off has been fear-driven rather than fundamental, and that quality mid-cap producers now offer compelling entry points for investors with a longer time horizon. In his words, these are the moments to "start chipping away" at high quality assets.

For lithium, David sees the current geopolitical environment as a structural catalyst, arguing that the global push away from Middle East energy dependence will accelerate electrification and drive sustained demand growth.

Cautioning on oil and gas, David notes that even a swift resolution to the conflict would involve a significant supply lag, and that patient investors will be watching where capital rotates as value re-emerges across the broader resources complex.

Watch the full segment on Ausbiz to hear David's analysis across the resources sector below.