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Cocktails and Commodities
Shae Russell
48 episodes
5 days ago
Macro analysis and mining insights for resource speculators. Join analyst Shae Russell and a range of mining experts each week as she covers what rocks are making news, which company has sunk some rigs into the ground and the commodities moving markets.
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Investing
Business
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All content for Cocktails and Commodities is the property of Shae Russell and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Macro analysis and mining insights for resource speculators. Join analyst Shae Russell and a range of mining experts each week as she covers what rocks are making news, which company has sunk some rigs into the ground and the commodities moving markets.
Show more...
Investing
Business
https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo/37816925/37816925-1685507562631-7dfd52d5e15f.jpg
"You don’t have to fall in love with the frog"…and other commodity exploration lessons from a geologist.
Cocktails and Commodities
36 minutes 34 seconds
1 year ago
"You don’t have to fall in love with the frog"…and other commodity exploration lessons from a geologist.

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.


Cocktails and Commodities
Macro analysis and mining insights for resource speculators. Join analyst Shae Russell and a range of mining experts each week as she covers what rocks are making news, which company has sunk some rigs into the ground and the commodities moving markets.