Cocktails and Commodities

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 [email protected] with 'AMA' in the headline. Episode will be recorded soon.