032: Navigating the ASX | leveraging your listing

In this episode we talk with Mark Wallace, from Gold50. In an inverse to ep.33 we talk about why he left broking and corporate finance and why he wanted to run an exploration company.   This is our first chat about the macroeconomic and commodity cycle and Mark talks about why he’s bullish hard assets vs fiat currency Mark also talks about the difficulty of taking a long cycle view, given the short-term nature of markets, but he offers a couple of salient points for investors looking for the next bagger.   

In this episode we talk with Matthew Baker, from Blue Ocean Equities about how markets have changed since the 1980s, but how similarly, some things still remain the same. He takes us through how he started out as a broker and how he then moved into corporate finance. Matthew explains the importance of the 'sales call', and why it is so fundamental to maintain relationships with clients and companies, despite improvements in technology, and especially in more difficult times and markets. #ASX #smallcaps #investing #markets #trading #investments #sales, #biotech, #medtech

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: https://www.prandium.com.au/andrew-whitten

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.

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.

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. https://viriair.com/

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. https://www.linkedin.com/in/andre-marschke-676b575 http://www.scintillacapital.com.au

Just a short episode to update with what's happening on the show. To get in touch with us, pick whatever suits you best. [email protected], https://twitter.com/Trawlingfor10x https://www.linkedin.com/company/trawling-for-ten-baggers  

In this episode we speak to Emilie and Cluny about the different considerations that participants on both the buy and sell side take into account when looking into a company or investment.    We dig into ESG, what it means, why it matters and the performance edge when using it as a criteria for choosing investments.   Cluny and Emilie also host their own podcast 'Alpha Females Invest' for those who want to elevate their investing knowledge. They aim to promote gender diversity by having at least an equal representation of female guests on their show and cover a wide range of financial topics.  https://alphafemalesinvest.com.au https://www.instagram.com/alphafemalesinvest https://player.whooshkaa.com/shows/the-alpha-females-invest 

This episode is all about you.  Your emotions, your psychology and how important it is to manage your expectations, emotions and life - to make sure you have the best chance of succeeding in the market. We talk with Savilian about the importance of mental health and being on top of your game. He talks to us about his trading journey, struggles and techniques to try and continue improving. Sav is an intraday scalper, quite different to many of our previous guests. Almost all the content we cover in the episode though applies regardless of whether you are day trading stocks or holding for longer periods of time. You can find out more about Savilian here:   https://twitter.com/Savilianraps https://www.youtube.com/user/JustaSavilian/ https://open.spotify.com/artist/2TezkvmwKedDg7dslOyRYi https://www.savilianmusic.com/