Learning from those with experience in small companies, speculation, resources and markets.
032: Navigating the ASX | leveraging your listing
In this episode, we discuss small-cap companies' ASX listings with Andrew Whitten. We cover practical and compliance aspects, including the need for professional guidance in a highly regulated and technical environment.
Our conversation explores the benefits of being a public company, coping with market challenges, raising capital, pivoting businesses, and managing share registers effectively.
Andrew also explains the ASX listing rules, re-compliance, and backdoor listings (chapters 1 and 2) and the importance of shareholder communication for a listed company.
Find out more about Andrew and his contact details below:
031: Developing your own bags | finding a free carry with David Williams
In this episode we talk with David Williams, the founder of Kidder Williams about how he bought Tassal Group twice.
He takes us through how he structured a deal to give himself a free carried upside.
David also explains how investors, and more importantly CEOs should reflect on their own interests and skills so they can develop their own bags.
030: Oils ain’t dead | considerations for petroleum exploration
In this episode we speak to Michael D'Adamo about why oil is still important for industry despite the move towards decarbonisation.He takes us through the company and technical considerations before a company explores for oil and gas.Michael also explains a lot of the terminology in the industry as well as classifications around defining and measuring oil reserves.
029: Why does your investment need an existence | Unpacking IR
In this episode we speak to Glen Zurcher about why it is so important for listed companies to communicate their message effectively.We explain a wholistic approach to Investor Relations which includes creating an existence, continually educating the audience and where the message ends up. Most importantly we talk about how an understanding of IR helps the investor.
028: Backing entrepreneurs in search of blue-sky opportunities
In this episode we chat with Andre Marschke from Scintilla Capital.
Scintilla is a small and nano cap focused fund that invests on the ASX with an impressive performance record and several ten baggers over the years.
We discuss what to look for in a small cap and the types of people that can successfully execute.
Then a few practical things like when to sell and techniques for hedging portfolios.
027: Update and a request
Just a short episode to update with what's happening on the show.
To get in touch with us, pick whatever suits you best.
I came across this podcast by a recommendation by a mate in
the industry. I started by Listening
to the episode with David Williams where
He spoke of his beginning in finance industry and his love for his job and the
unique position he found himself in M&A.
I listened to the story of his Purchase of
Tassal salmon, him being able to satisfy to
Himself and other investors that this was
A great opportunity and fixable situation.
I listened to the whole podcast and later in the day I found
Myself in my local Coles supermarket, walking by the salmon section..my eyes
Zig-zagged with what was on offer, they stopped on a Tassal pack ..and I couldn’t
Help to smile..well, with that impact, here I
am at the Pilot podcast episode to hear some more ...
I enjoy the first episode very much
It was great to hear a little bit about both
Of you, Joel and Sam and what prompted
You to start the show..I look forward to
Listening to and reviewing more shows.
A new subscriber
A great podcast. Particularly like the ESG episode