Investability Podcast: Secrets of Success from Leaders in the Investment Industry

Investability's Director, Dannika Warburton, speaks with Mark Thompson, a highly experienced trader, investor and entrepreneur in the natural resources sector, to talk all things tin. Mark has a background as a base metals derivatives trader, a hedge fund manager and has founded several companies. Low profile tin has become a high flyer of the base metals world and in this chat, Mark will give us his view on what’s driving the surging tin price and well as his top equity picks in the sector.

Everyday MBA host Kevin Craine sits down with Dannika Warburton, Principal of Investability, an Australian investor relations and capital markets consultancy.

In this episode, Dannika explores strategies for investor relations and how companies can connect more effectively with investors.

Learn more: www.investability.com.au

Chapters:

00:00 Introduction

00:23 Career Journey to Founding Investability

02:03 ​Boutique Investor Relations Model

02:57 Buy-Side vs Sell-Side Investors

04:06 Common Investor Relations Mistakes

07:23 Warning Signs Your Investment Story Is Weakening

08:52 ESG, Critical Minerals & Market Trends

10:18 Building Investor Trust Through Market Cycles

12:30 Three Actionable Investor Relations Tips

13:28 One Piece of Advice

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On 17 April 2025, Investability's Principal, Dannika Warburton, hosted a live webinar with American West Metals (ASX: AW1) Managing Director, Dave O'Neil. Dave outlined updates on latest developments at the Storm Copper Project, strategic direction, before answering investor questions in a live Q&A session.

Chapters

00:00 Welcome & Introduction

1:06 Opening Presentation by Dave O'Neil

24:40 Ocean Partners - Funding, Offtake & Strategic Partnerships

27:08 Storm’s Predicted 2025 Champagne Moment

28:46 Upcoming Permitting & Production Milestones

30:41 Share Price Commentary and US/Canada Trade Tensions

32:06 West Desert a Strategic Asset

35:25 Storm’s Low Hanging Exploration & Resource Growth

37:08 PEA Assumptions, Logistics and Key Risks

39:18 Summary of AW1 Growth Outlook

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About Investability:

Investability is a boutique investor relations consultancy with a successful track record of connecting growth-focused companies with quality investors. Specialising in the representation of pre-IPO and listed clients, we combine deep technical expertise in capital markets with practical insights from institutional buy-side and sell-side experience. Our mission is to deliver value-accretive outcomes for our select group of high-potential clients and their investors, driving growth and success through tailored investor engagement and growth marketing strategies. We pride ourselves on working with visionary companies that are shaping industries and contributing positively to the planet. As a founder-led agency, our commitment to client success is reflected in our high client retention rates, strong working relationships and consistent positive feedback. With a global network of investors and a relentless dedication to achieving outstanding results, Investability has built a reputation as one of Australia’s preeminent boutique investor relations firms. Learn more at www.investability.com.au.

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Disclaimer: The information in this video is general information only and should not be taken as personal or investment advice. Investability is not a financial adviser and does not provide financial advice. You should seek independent legal, financial, taxation and/or other advice to check how the general information from this website relates to your personal circumstances. Neither Investability or the panellists are liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by viewing this video.

See omnystudio.com/listener for privacy information.

On 15 April 2025, Investability's Principal, Dannika Warburton, hosted a live webinar with Fenix Resources' (ASX: FEX) Executive Chairman, John Welborn. John outlined Fenix's operational achievements in the March 2025 Quarter, strategic direction and growth plans, before answering investor questions in a live Q&A session.

CHAPTERS

0:00 Intro

0:29 Operational Update & Highlights

2:58 Shine Cost Base & Strip Ratio

6:02 Beebyn-W11 Milestones & Production

10:28 Capex Plans if CZR Proceeds

13:13 CZR Acquisition Progress

15:59 Hedging Strategy & Iron Ore Outlook

18:25 Plans Beyond 4Mtpa Target

21:27 Capital Priorities & Dividends

23:18 Closing Comments

📄 View the March 2025 Quarterly Activities Report (15 April 2025): https://wcsecure.weblink.com.au/pdf/FEX/02936597.pdf

This comprehensive webinar replay offers valuable insights into Fenix Resources' operational progress, strategic direction, and growth plans.

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About Investability: Investability is a boutique investor relations consultancy with a successful track record of connecting growth-focused companies with quality investors. Specialising in the representation of pre-IPO and listed clients, we combine deep technical expertise in capital markets with practical insights from institutional buy-side and sell-side experience. Our mission is to deliver value-accretive outcomes for our select group of high-potential clients and their investors, driving growth and success through tailored investor engagement and growth marketing strategies. We pride ourselves on working with visionary companies that are shaping industries and contributing positively to the planet. As a founder-led agency, our commitment to client success is reflected in our high client retention rates, strong working relationships and consistent positive feedback. With a global network of investors and a relentless dedication to achieving outstanding results, Investability has built a reputation as one of Australia’s preeminent boutique investor relations firms. Learn more at www.investability.com.au. ____ Disclaimer: The information in this video is general information only and should not be taken as personal or investment advice. Investability is not a financial adviser and does not provide financial advice. You should seek independent legal, financial, taxation and/or other advice to check how the general information from this website relates to your personal circumstances. Neither Investability or the panellists are liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by viewing this video.

See omnystudio.com/listener for privacy information.

On Wednesday 16 April 2025, Dannika Warburton hosted a live webinar with Aspire Mining Ltd (Aspire) CEO, Sam Bowles. During the webinar, Sam provided an update on the compnay's 100% owned Ovoot Coking Coal Project (Ovoot) and answered investor questions.

Ovoot is a world-class coking coal project in terms of scale, product quality and project economics. With all major approvals in place, Aspire is now on a pathway to production with the view to mine ‘fat’ coking coal (classified within the highest category of coking coals) via open pit methods, beneficiate it onsite, transport it by truck to a Company owned coal unloading and loading facility near Erdenet, and deliver it onward to end markets with sustained supply constraints, utilising the existing trans-Mongolian rail network.

Aspire’s transformational projects make the company uniquely positioned to deliver value and build a sustainable future in Mongolia. Aspire is dedicated to mining excellence and is deeply committed to operating in a responsible manner that prioritises the well-being and advancement of our host communities. Our operations will see the construction of a new highway for public use and the creation of significant employment opportunities. 

For further information, please visit: https://aspirelimited.com

Chapters

0:00 – Welcome & Overview

0:37 – Ovoot Project Update

1:53 – Timeline & Funding Progress

3:00 – Trailer MoU: Cutting Costs

4:12 – Coal Handling & Processing

6:10 – Momentum at Ovoot & Community Support

8:39 – Public Road Upgrades & New Highway

11:20 – How Aspire Stacks Up on Economics

13:18 – Mongolia’s Edge Amid Trade Tensions 

14:47 – Mongolia vs Australia: Operating Insights

17:28 – Market Forces Shaping Strategy

21:10 – Funding Mix: Debt vs Dilution

22:57 – What’s Next: Key Milestones Ahead

About Investability:

Investability is a boutique investor relations consultancy with a successful track record of connecting growth-focused companies with quality investors. Specialising in the representation of pre-IPO and listed clients, we combine deep technical expertise in capital markets with practical insights from institutional buy-side and sell-side experience. Our mission is to deliver value-accretive outcomes for our select group of high-potential clients and their investors, driving growth and success through tailored investor engagement and growth marketing strategies. We pride ourselves on working with visionary companies that are shaping industries and contributing positively to the planet. As a founder-led agency, our commitment to client success is reflected in our high client retention rates, strong working relationships and consistent positive feedback. With a global network of investors and a relentless dedication to achieving outstanding results, Investability has built a reputation as one of Australia’s preeminent boutique investor relations firms. Learn more at www.investability.com.au.

Disclaimer: The information in this video is general information only and should not be taken as personal or investment advice. Investability is not a financial adviser and does not provide financial advice. You should seek independent legal, financial, taxation and/or other advice to check how the general information from this website relates to your personal circumstances. Neither Investability or the panellists are liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by viewing this video.

See omnystudio.com/listener for privacy information.

On 25 February 2025, Fenix Resources Ltd (ASX: FEX) announced it will acquire CZR Resources Ltd (ASX: CZR) under an all-scrip off-market takeover offer which has been unanimously recommended by CZR Directors and is supported by CZR’s largest shareholder Mr Mark Creasy. 

On this investor webinar, Dannika Warburton from Investability hosts John Welborn, Executive Chairman of Fenix, and Stefan Murphy, Managing Director of CZR, to discuss the offer and answer investor questions. Fenix is offering scrip at a base price of $0.26 for every CZR share with CZR shareholders eligible to receive Fenix scrip at an increased offer price of $0.30 if Fenix acquires a 75% interest in CZR prior 21 March 2025. At the increase price of $0.30 the takeover values CZR at $71 million.

The takeover will bring together Fenix's proven mine-to-port model and operational excellence with CZR's substantial Pilbara assets. These assets host 98.4 million tonnes of iron ore mineral resources including the Robe Mesa Iron Ore Project, a low strip ratio, low capex Direct Shipping Ore project for which CZR’s October 2023 Definitive Feasibility Study outlined a net present value of $256 million. The transaction will result in Mr Creasy, one of Australia’s most successful prospectors and mining company investors, emerging as a substantial shareholder in Fenix with a holding of approximately 12%.

Please view the announcements (dated 25 February 2025), and associated disclosures, at: https://fenix.com.au/investors/asx-announcements/ https://www.czrresources.com/investors/

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At the recent Resourcing Tomorrow event in London, Dannika Warburton from Investability hosted an expert panel discussion on the future of Australian mining equities in 2025, featuring insights from John Forwood, Chief Investment Officer at Lowell Resources Funds Management, Namali Mackay, Managing Director of the Critical Minerals Association Australia, and Richard Shemesian, Managing Director of Bennelong Venture Capital.

The panel delves into the opportunities (and challenges) shaping the Australian mining sector in the years ahead, covering sustainability, commodity predictions and more!

Chapters:

0:00: Introduction and Panelist Introductions

1:39 Performance of Australian Mining Equities in 2024 - Winners and Losers

3:25 Challenges in the Critical Minerals Sector

4:35 Where Are We in the Market Cycle? Is Recent M&A Activity a Signal?

6:42 Junior Miners and Funding Hurdles

8:10 Government Incentives and Policy

13:41 Outlook for Commodities and the Australia Mining Space in 2025

14:57 Opportunities Arising From Geopolitical Factors

15:35: China's US Ban on Exports of Antimony, Germanium, Gallium

15:53 Gallium

16:35 Tungsten

18:15 Key Drivers (and Challenges) in Sustainable Mining

19:41 Influence of ESG on Investment Decisions

20:35 A Move Away from ESG? Contrasting Global Approaches 

21:28 Trump: Republican States Sue Blackrock... 

23:17 Audience Q: "Ridiculous" Permitting Hurdles - Why Does It Take So To Get From Discovery to Development?

27:13 Audience Q: Can We Use AI to Make Mineral Discoveries?

29:33 Rapid Fire Round!

29:42 Bullish: What Commodities Will Shine in 2025?

31:24 ESG: Growth driver or challenge for mining companies?

32:29 One Aussie mining company you're watching closely in 2025? 

33:40 What's the Outlook for Australian Mining Equities?

36:05 Closing Remarks

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Investability's Dannika Warburton interviews Simon Catt, the charismatic Australian-born, London-based financier and co-founder of Arlington Asset Management Group, who has originated more than £3 billion of deals over his career.

Simon is unquestionably a successful investor, however he is candid about the fact he has “made and lost many fortunes” in his time. In this broad ranging podcast, Simon shares what he has learnt about markets, investing, human behaviour and ultimately, how he has crafted a healthy, fulfilling life.

About Arlington Asset Management Group

Arlington Group is a London-based financial advisory firm led by Simon Catt and Charles Cannon-Brookes. Arlington offer capital and advice for building great businesses for the long term.

Visit the website: https://www.agam.co.uk

Listen on Apple Podcast: https://apple.co/3x2kP3B 

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