42 episodes

Macro analysis and mining insights for resource speculators. Join analyst Shae Russell and a range of mining experts each week as she covers what rocks are making news, which company has sunk some rigs into the ground and the commodities moving markets.

Cocktails and Commodities Shae Russell

    • Business
    • 5.0 • 7 Ratings

Macro analysis and mining insights for resource speculators. Join analyst Shae Russell and a range of mining experts each week as she covers what rocks are making news, which company has sunk some rigs into the ground and the commodities moving markets.

    Chris Judd on rocks, stocks and kicking investing goals

    Chris Judd on rocks, stocks and kicking investing goals

    In this episode, former professional athlete now Cerutty Macro
    Fund’s portfolio manager, Chris Judd joins Shae Russell to talk about Cerutty view gold as a currency, why uranium is looking a little bubbly and the enormous potential in tin.

    (2:35) Leaning a new trade

    (4:27) How a share magazine from the 1990s blossomed into an
    investing career

    (6:28) ‘Fish where other people aren’t fishing’

    (9:12) Why Cerutty views gold as a currency

    (12:30) Not your average investment partner

    (16:44) Tolerating volatility for (hopeful) long term rewards

    (24:02) Being socially mindful regarding investments

    (27:19) Broad disinterest in micro-cap stocks makes the sector tempting

    (30:00) A Japanese whiskey or a margarita

    • 32 min
    Greenwing Resources: Breaking new ground in the Lithium Triangle

    Greenwing Resources: Breaking new ground in the Lithium Triangle

    Today, Rick Anthon and Peter Wright join Cocktails & Commodities to discuss the San Jorge Lithium Project located inside Argentina’s famous lithium tringle. San Jorge has never been explored and the team explain how drilling on the edge of the salar suggests the project is even bigger than they first thought.

    Timestamps:

    (1:52) Sorting your brines from your spodumenes

    (4:19) What is the ‘Lithium Triangle’?

    (8:30) Enormous structural changes happening which will increase lithium demand

    (12:09) Excellent ground crew at San Jorge

    (15:30) Maiden exploration suggests the best is yet to come

    (20:20) ‘Porosity’ and what to look for in the next announcement

    (25:30) A tequila at 4,000metres or a twist on a classic?

    • 28 min
    Uranium bulls charge ahead...but how high will the price go?

    Uranium bulls charge ahead...but how high will the price go?

    Resource news in under 15 minutes: Four weeks into the new
    and commodity prices are on the move. Gold is trapped as the markets bet the farm on rate cuts, nickel dives so hard it knocks out Twiggy, the uranium bull charges ahead and what’s on your barbie this long weekend?

    Timestamps:

    (0:53) Gold's movements remain tied to Fed actions

    (2:39) Crashing nickel prices takes out industry giants

    (8:12) Uraium spot prices soar past US$100 per pound

    (10:53) Will lamb prices rebound in 2024?

    (13:43) Let's chat

    • 14 min
    "You don’t have to fall in love with the frog"…and other commodity exploration lessons from a geologist.

    "You don’t have to fall in love with the frog"…and other commodity exploration lessons from a geologist.

    On Air at IMARC: Kicking off the new year, Hedley Widdup from Lion Selection Group joins Shae Russell at IMARC 2023. Together they discuss why explorers should be nimble, how one company’s hype faded when it collided with reality and what's the time on the famous Lion Selection clock…

    Timestamps:

    1:17 – The resource industry is optimistic, but stocks struggle to catch a bid

    5:44 – “You don’t have to fall in love with the frog”

    9:37 – Getting it wrong: when hype and reality collide

    16:02 – Sell half: “You won’t die wondering, but you won’t go broke either’

    19:00 – When the Lion clock strikes midnight…

    23:22 – If investors are losing money in major miners, why would they invest in explorers?

    27:22 – Big miners didn’t invest in exploration, will they acquire juniors?

    31:22 – Make it a double on ice

    Have a question for Hedley? Email shae@cocktailsandcommodities.com with 'AMA' in the headline. Episode will be recorded soon.

    • 36 min
    Hexagon Energy: Helping Australia become a clean energy super power

    Hexagon Energy: Helping Australia become a clean energy super power

    In this episode, Stephen Hall, CEO of Hexagon Energy Ltd [HXG] explains the role blue ammonia will play in reducing carbon emissions, how Japan is kick starting a new industry in Australia and why Hexagon’s WAH2 Project ticks all the infrastructure boxes.

    Timestamps:

    (1:30) Low carbon intensity ammonia

    (4:21) Old world chemical can work for future decarbonisation
    goals

    (7:10) Hydrogen at present has limitations ammonia doesn’t

    (9:09) History repeats: Japan to build a new energy industry in Australia once again

    (13:07) Strategic overview of Australia’s energy goals

    (17:30) WAH2 Project extremely well supported by infrastructure

    (20:32) Milestones to watch

    (22:18) Hexagon Energy’s management have a strong track record

    (23:36) The cocktail of choice in Perth

    Learn more about Hexagon Energy here: hxgenergymaterials.com.au

    • 25 min
    Lotus Resources: Uranium soars as supply gap looms

    Lotus Resources: Uranium soars as supply gap looms

    In this episode, Keith Bowes, managing director from Lotus Resources Ltd [ASX:LOT] jumps on the mic to talk about the rising uranium spot price, a looming supply gap and possible production by 2025.

    Timestamps

    (0:54) – Spot uranium at the highest price since 2008

    (2:30) – Merger gives Lotus Resources, large, multi decade uranium assets

    (5:19) – Kayelekera will be a low cost uranium producer

    (7:33) – Looming uranium supply gap from 2025

    (14:10) – Investing in grid infrastructure for Kayelekera

    (18:45) – Big exploration opportunities to expand mine life

    (22:20) – A proactive approach to working with local communities

    (25:54) – The cocktail created to combat scurvy and quench a
    sailor’s thirst

    Learn more about Lotus Resources here: lotusresources.com.au

    • 27 min

Customer Reviews

5.0 out of 5
7 Ratings

7 Ratings

Simon Hinslet ,

Insightful / engaging.

Easy to digest and educational on broad spectrum of the resources space.

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