Coffee with Samso

A Discussion on Mining and Politics: Implications from State, Federal and International.


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Samso Insight Episode 97: This episode is a general discussion on how politics and mining are interbedded in conversations.   One of the most important factors about investing in this mineral resource sector is understanding what the macro instruments are doing and how they will affect your investments.   For example, Tony gave us a good (long) discussion of what will ultimately be the cost that industry will wear with the onset of policies that will create bureaucracy hurdles which ultimately means more cost and headaches to industry.   This episode is a good change of pace from our technical discussions. This is a discussion which will univariably create more questions than answers. This is the very reason I invited Tony to come and share his thoughts.   As we all know, investing in any sector or industries, we have to look at all aspects that will affect the earning and capital appreciation of the product. This episode gives viewers a good understanding of what those factors may be in reality.       Chapters 00:00 Start 00:20 Introduction 01:12 All about Tony Goode 03:08 The factors affecting mining investments. 10:03 The cost of ESG? 22:30 How can investors digest the need to go clean energy? 26:19 How much influence do politicians have on investments when they speak? 28:49 Can Australia play the Nationalism card to protect out critical metals? 32:15 The changing geopolitical boundary could be positive for the mining industry. 33:48 Last words from Tony Goode. 36:21 Conclusion
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Coffee with SamsoBy Samso


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