48 episodes
Cocktails and Commodities Shae Russell
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- Business
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.
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Lincoln Minerals: The graphite winter is almost over
In this episode, Julian Babarczy, non executive director of Lincoln Minerals, explains why graphite is unloved, but that’s where the long term opportunity is.
3:29 – Prefers the less crowded trades
7:03 – The graphite winter is nearly over
9:02 – No longer a one project company
12:11 – Reshoring battery mineral supply chains
17:21 – Bullish on most commodities
22:26 – Embracing the long term investment cycle
25:43 – A twist on a margarita
If you’d like to learn more about Lincoln Minerals, go here: lincolnminerals.com.au -
Earths Energy: Hot rocks can power Australia
Blurb: In this episode, Matt Kay, managing director of Earth Energy (ASX:EE1) explains how we can embrace geothermal energy even though Australia isn’t on the ring of fire, why their projects run through ‘mining central’ and
how geothermal energy use could one day outstrip nuclear energy globally.
Timestamps:
(1:30) Don’t need the ring of fire anymore
(3:51) Trying to get to net zero
(5:10) Tenements along ‘mining central’
(11:10) Geothermal energy use may outstrip nuclear power world wide
(16:20) Three events to watch for this years
(18:28) Great minds think alike on the tipple of choice -
West Wits Mining: Is the ASX’s next gold producer?
Eight weeks to production. Six months to revenue. An AISC half of the spot price of gold. In this episode Michael Quinert, chairman of West Wits Mining, says the company is already stockpiling ore on the pad, how they plan to mine 200,000 ounces of
gold per annum and the trigger that could see the share price rise.
(1:59) Eight weeks to production, six months to revenue
(6:50) ‘Project 200’
(10:34) Bird Reef package has gold and uranium
(13:59) Site well powered (unlike parts of the outback…)
(17:09) Exploring the Patterson region with Rio
(21:22) A single malt
Learn more about West Witts Mining Ltd (ASX: WWI) here: https://westwitsmining.com/ -
Jim Rickards: The Fed is out of rabbits
In this episode, economist and geopolitical expert Jim
Rickards why the market needs to stop banking on more than one rate cut from the Fed, how Wall Street has been wrong for two years and the looming threat of
commercial property held by the banks.
Timestamps:
(2:30) – How does the market continue to get the Fed wrong
(8:00) – How a 3% inflation halves in value in three years
(12:03) – Central banks rarely do anything quickly
(18:30) – Inflation: Supply chain driven or easy money?
(27:30) – A glut of commercial property
(33:50) – “You’re out of rabbits”
(40:19) – Trump V. Biden showdown
(53:00) – A classic daiquiri
Learn more about Jim's newsletter here: https://fattail.com.au/publication/rsi/ -
Callum Newman: “I’m super bullish on small caps”
“I’m super bullish on small caps…now is the time to do your homework”.
In this episode Callum Newman, small cap specialist from Fat Tail Investment Research, joins the podcast to talk how iron ore producers are ‘mining money’, why ‘less bad’ news has been boosted the small cap sector, how “risk-on” is back and there’s plenty of quality resource stocks ready to boom.
Timestamps:
(2.23) Making a buck from the volatile small cap sector
(4:45) Small caps: Will they be the ‘bounce back belters’ of 2024?
(8:56) The reflation trade and less bad news
(11:24) Gold and ‘Squandermainia’
(14:15) Iron ore producers are ‘minting money’
(18:40) Chinese property has been an issue for over a decade
(23:59) Looking beyond headlines for resource investing
opportunities
(28:27) Is there still a bull case for lithium?
(31:40) A game of ‘hot or not’ for commodities
(35:00) “I think the market can run for several years.”
(36:26) A simple beer on tap please -
Brent Cook: True exploration requires patience, time, and money.
In this episode, veteran economic geologist Brent Cook explains
why exploration is slow as a company ‘build’s a scientific case’, be careful what fin-influencers you follow and what key information investors need to know before buying exploration stocks.
(1:10) ‘Turning rocks into money’
(5:11) Stop drilling for news, drill for discovery
(9:01) True exploration requires patience, time and money.
(12:50) The essence of exploration
(18:12) Climate change: The multi trillion investment opportunity coming our way
(23:17) Geopolitics and mining
(26:20) The more holes you dig the more you know
(30:00) A guest who comes prepared…
Follow more of Brent's commentary here: @BrentCookgeo