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
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
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/
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/
“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
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
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
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?
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
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.
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
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
'It's a premium project'.
Sam Ekins from Wildcat Resources joins Cocktails & Commodities to discuss the Tabba Tabba lithium project in the Pilbara, how 'Leia' changed the companies fortunes and why the full potential of Tabba Tabba is still to be revealed. Timetamps:
(1:03) – What is spodumene?
(5:06) – Pilbara now a major hard rock lithium district
(7:35) – ‘May the force be with you’ – Tabba Tabba’s secret code names
(9:02) – The forgot child of Sons of Gwalia
(11:25) – Thirty eight pegmatites to mapped at surface
(13:22) – Potential for a top ten global ore body
(14:41) – All ore bodies intercepted are open…
(17:01) – So many targets to choose from, how will Wildcat prioritise targets
(19:15) - From micro-cap stock to billion dollar beast
(21:06) –‘It’s a premium project’
(24:01) – All I want for Christmas is…assay results?
(24:55) – No cocktails in the desert, just five litres of water thanks
Learn more about the Tabba Tabba project here: wildcatresources.com.au
Resource news in under 20 minutes: Gold screams higher and lands back with a thud, what does this mean for future gold prices? Metals bounce around as Chinese stimulus whispers nudge prices north, OPEC cuts again yet crude still falls and China follows through on its graphite export controls.
Timestamps:
(1:02) – Gold’s hits a new high in all but one currency
(2:32) – Fed speaks, gold reacts…but aggressive rate cuts may not happen
(7:11) – Copper supply flips to a deficit & restocking of steel drives iron ore higher
(11:21) – OPEC cuts…yet prices still fell
(12:32) – China puts graphite under export controls
(15:24) – The opportunity for ASX graphite companies
Link to The Pod of Gold: https://open.spotify.com/episode/2HpJJffr9RecRn6XMELSur?si=V6FGruAuQxuCdHhAFrZx9Q
In this episode, Reuters commodities analyst, joins Shae Russell to discuss why iron ore and copper rely on Chinese news for movement, what would it take for Australia to grow a downstream industry, plus after nine years in government why only now is the Coalition insisting Australia build a nuclear industry…and more importantly, what would it take to create one.
Timestamps
(1:01) - Metal prices are jumping at shadows
(3:55) – There’s no big bang stimulus from China
(7:00) – The two things holding back Australia’s downstream sector
(14:23) – What’s really holding back Australia’s nuclear industry
(20:29) – Funding is hard to secure when China controls price
(25:48) – Seeking quarterly returns is holding back long term investment
(28:51) - The catalyst for change
(31:49) – We need diversity of thinkers, not just how we look
(36:58) – Superfunds aren’t doing enough to drive genuine, innovative change
(40:00) - A drink for each climate
OnAir @ IMARC: Nicholas Boyd-Mathews, chief investment officer from Eden Asset Management joins Shae Russell to tackle some difficult topics. Nick doesn’t hold back when it comes to addressing gender diversity in boardrooms across funds managers and resources companies, why ESG will become increasingly important to fund managers in the years ahead and there is no consensus on what ‘long term investing’ is.
(0:59) – Do Exchange traded funds (ETFs) create lazy investors?
(4:08) – If women are proven to be better investors, where are all the female fund managers?
(9:30) – When ethics and investing collide
(15:39) – ESG will become as ingrained as occupational health and safety practices
(19:40) – Ditching fossils fuels because it’s popular or because it aligns with a thesis?
(25:03) – A long term investment timeframe is different for everyone
(289:50) – the Sex and the City influence
Resource news in 15 minutes (Mmm, we're a little bit over but it's worth it): In this episode Shae Russell discusses why your average chocolate block is about to cost a whole lot more, crude prices reliant on OPEC moves and some decisions from Saudi Arabia suggest the oil market isn’t as robust as they’d like us to believe, what’s really pushing gold higher when perhaps it shouldn’t be up and we hear from Ilala Metals on the three most common uranium ore bodies.
Timestamps
(1:00) – Is gold overvalued right now?
(6:21) – Headwinds remain for spot gold, conflict keeps the price elevated
(8:31) – Oil demand isn’t as strong we think
(10:19) – Why no one can afford chocolate anymore…
(13:16) – Uranium reaches an 11 year high
(13:55) – Ilala Metals: The three most common types of uranium ore
“Back in the day if you couldn’t see it, you couldn’t mine it”.
Sean Russo, managing director of Noah’s Rule joins Cocktails & Commodities. In this episode, Sean revisits ‘the last of the chalkies’, the impact the newly floated Aussie dollar had on gold miners hedging books, two key processes which transformed Australia’s gold mining industry and why the purple patch is the sweet spot for gold investors.
(1:52) – Starting out when Alan Bond ruled the gold sector
(4:00) – The last of the ‘chalkies’
(6:40) – How Australia became a gold mining behemoth
(10:17) – Aussie dollar: From parity to half
(17:00) – Look for the purple patch
(24:14) – Currency weakness, high mining costs & gold prices
(28:11) – Hedging secret: Why miners need to hedge oil
(35:00) – Where the gold price is going
(43:01) – A favourite tipple Prices correct at the time of recording
OnAir @ IMARC: Phillip Thomas, executive director from Patagonia Lithium joins Shae Russell to discuss the enormous amount of energy electric vehicle batteries will need, what China’s lithium stockpiling means for lithium supply and exploration in Argentina.
OnAir @ IMARC: Joe David, managing director from Elementos Limited swung past the Cocktails & Commodities booth to cover why tin is a critical metal, its role in electronics with no viable substitute and the fundamentals pushing up tin demand while supply tightens.
