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 inves...

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) Teneme...

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...

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 b...

“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 buc...

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. (...

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)...

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 ‘Lithi...

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:...

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 h...

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 h...

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)...

'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...

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 a...

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 a...

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 inves...

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...

“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...

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.

OnAir @ IMARC: Peter Wright, executive director of Greenwing Resources joins Cocktails & Commodities to discuss how graphite’s fundamentals are the same as lithium’s, the risk to the electric vehicle manufacturing if China cuts graphene, how Greenwing has quadrupled the project’s resource and Madagascar’s thriving mining economy.

OnAir @ IMARC: Greg Hall CEO from Alligator Energy jumps on the mic to discuss the uranium resurgence, the factors which have swung in nuclear energy’s favour and how Australia can shift nuclear energy sentiment out of the 1970s.

‘Don’t conflate the energy transition with electric vehicles – the future is more bullish than we realise’. Rick Rule jumps back on the mic for part two, where he covers the fastest growing use for silver, vanadium’s role in the energy transition and why fossils fuels aren’t done yet. 0:50 – Silver versus coal – what’s the most hated commodity 4:49 – Coal produces raking in the profits but narrati...

Rick Rule joins Shae Russell to discuss the next generation of resource investors, why the uranium bull market still has room to run and the most hated commodity right now. Part two will play next. 1:41 – The next generation of investor 6:43 – Family offices increasingly fund new explorers 10:54 – Time in the market is better than timing the market 14:25 – Australia continues to benefit from the I...

Silver at the surface, zinc in the middle and copper down below. In this episode, Donald Garner, managing director of Iltanti Resources [ASX:ILT] explains the historical mining of the company’s Herberton project, it's sheer size and scale still to be revealed and why we need to explore for more base metals to make the energy transition happen.    Timestamps: 2:31 - Diverse projects and one wit...