On the Couch Marcus Today

Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this episode, Henry Jennings is joined by Colin Moorhead, Executive Chairman and MD at Xanadu Mines (ASX: XAM).

Colin is an experienced industry executive with a demonstrated track record of over three decades building value in mining companies.

A geologist by training, Colin is a Fellow, Chartered Professional and Immediate Past President of AUSIMM, a graduate of AICD and Harvard Business School Advanced Management Program (AMP).

Some of the topics covered:
Let’s talk copper. Big rally, can it keep going? Where are the big growth projects? (Starts at 1:47)What is the attraction of Mongolia? How do the locals feel about the project? (Starts at 4:22)Brief overview of Xanadu and why it should be on investors' radar. (Starts at 7:09)How does a company with a market cap of around $120m get maximum leverage without being diluted out by its partners? (Starts at 10:26)The Bacchus adviser role. Funding options. (Starts at 13:14)Working relationship with Zijin Mining, what are they like? (Starts at 13:48)When is the PFS due, and what key changes are expected relative to the scoping study? (Starts at 15:40)Let's talk about grades. Is 0.3% going to cut it? Is it going to be an open pit to begin with (like RIO)? (Starts at 18:16)When do you plan to recommence deep drilling? Will fresh funds need to be raised for that? (Starts at 19:33)Other 2 projects (Red Mountain + Sant Tolgoi), what are the ownership and current activities on each? (Starts at 22:54)What are the expected milestones for 2024? (Starts at 23:48)With Zijin at 19% of the company, is there a risk it could bid for the whole company before a serious value uplift? (Starts at 24:50)Will there be more industry consolidation with BHP kicking things off? (Starts at 25:30)As an ASX investor, it’s hard to find copper plays since Oz Minerals was bought by BHP, only really SFR.  It’s particularly hard to find quality companies run by good quality management with good quality projects. (Starts at 26:48)Mongolian insights into people, infrastructure, political system and climate. (Starts at 29:40)
Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

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Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this episode, Henry Jennings is joined by Dr Francis Wedin, Executive Chair at Vulcan Energy (ASX/FSE: VUL).

Henry has chatted with Francis a couple of times in the past, and this time you get to hear about Vulcan's progress on its Lithium Extraction Optimisation Plant (LEOP) in Germany.

Dr Wedin is a battery materials and renewable energy industry executive, focused on developing global-scale decarbonisation opportunities.

He founded Vulcan Energy and its Zero Carbon Lithium™ Business. They are aiming to become the world’s first dual lithium chemicals and renewable energy producer with net zero greenhouse gas emissions.​

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

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Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.

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Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this episode, Henry Jennings is joined by George Hadjia, Chief Investment Officer at Bristlemoon Capital.

George is back from a 5-year stint in New York with Montaka Global Investments, set up by Andrew Macken and Chris Demasi. He is now setting up his own hedge fund.

In this podcast, they talk hedge funds, New York, investing styles, shorting, the good and the bad, and a couple of international stocks on George's radar.

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.

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Henry Jennings answers your questions in real-time, making for a fast, furious and fun session.

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this episode, Henry Jennings is joined by Gregory Hall - CEO & MD of Alligator Energy (ASX: AGE).
Greg has 30+ years of experience in uranium and other mine management and CEO roles. This includes management roles at WMC Olympic Dam & nickel mines, LKAB Iron Ore (Sweden), ERA Ranger and Jabiluka Uranium. As well as international commodities marketing with Rio Tinto (ERA) Uranium, and Bauxite & Alumina groups.

He was also the founding CEO of Toro Energy Ltd, which achieved approval for Western Australia’s first modern uranium mine project.

In a wide-ranging discussion, they talk about where uranium is now, what is driving it, and why, plus, of course, a look at AGE's Samphire Project and the year ahead for this junior uranium explorer. Plenty to focus on and cashed up from recent placement.

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.

Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio.

If you've ever felt overwhelmed or uncertain about the direction of your superannuation, you're not alone. Many Australians struggle to navigate the complexities of managing their superannuation, often feeling disconnected from their financial goals and aspirations.

It's time to take control.

At Marcus Today, our goal is to empower you with the knowledge and confidence needed to master your superannuation strategy.

Whether you're unsure about the best approach to superannuation management or hesitant to dive into self-directed investing, this workshop is for you.

Watch the YouTube video here.

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.