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 �

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

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) ‘P

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 yea

“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

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 p

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 ar

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)

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 i

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 b