Mark Fairbairn hosts a striking commodities focussed podcast with resource & commodities investor Alexander Stahel. Alexander is extremely knowledgable in this sector and he predicts a once in a lifetime opportunity for resource investors.

00:00 - Introduction & Thoughts on the Market The long-term re-allocation of capital from long duration assets into cyclical assets

12:43 - Personal Background & Brug Graben Business Who’s doing what and why

19:05 - Understanding the Cyclical Nature of the Sector The sector is at a cyclical low, a major super cycle for green metals (lithium, nickel, copper cobalt) presents a once in a lifetime opportunity

34:20 - Fundamentals Driving Metals Prices/Demand
37:18 - Copper
47:25 - Nickel & Lithium
49:14 - Hydrocarbons - Natural Gas & Oil
52:00 - Gold

57:33 - Finding the Opportunities We have time; how do we prepare to capitalise

00:00 - Introduction & Background
21:40 - Kavango
33:15 - Ditau
38:27 - KCB

Oliver Friesen the CEO of soon to IPO Golden Metal Resources joins us as we talk about his career in mining and what led him to Power Metal Resources and subsequently to #GMR

They have assembled a strategic package of projects in Nevada, USA with the Tungsten project at Pilot Mountain being the flagship with a significant existing resource. We discuss the plans for the company to grow upon IPO.

In this episode George Roach the CEO of Premier African Metals talks to Mark Fairbairn about the journey from exploration to mine. George has seen a few cycles in his time and the company has managed to take the Zulu Lithium project from grassroots to DFS stage in a little over 12 years. George is confident that with his experience in the sector, the extensive work over the years and the timing of the next commodities cycle sets Zulu up extremely nicley.

In this episode we talk to the CEO of Corcel PLC Scott Kaintz. We discuss the company's Nickel projects, the recent drama on the LME with the Nickel short squeeze, and muse over what could be in store for the Battery commodity sector in the coming years.

Goldshore Resources have a huge land package in Ontario, Canada and the CEO Brett Richards know how to build a mine. In this podcast we discuss his career history - having seen the gold price from $25 all the way to over $2,000. He's not a 'gold bug' though as he's also a fan of crypto. His focus now is on developing the company's Moss Lake Project acquired in 2021, with 1.47 M oz of Indicated and 2.51 M oz of Inferred Gold with grades of 11g/t & grades of Copper at 9g/t.

00:00 - Introduction & Background
11:45 - The Gold Price
16:03 - Crypto
23:59 - Commodities
29:31 - Goldshore
36:32 - Moss Lake Project

First Development Resources is one of the spin-out IPO's from Power Metal Resources and heading up this company is Tristan Pottas. Tristan, a geologist at heart, has been in mining most of his life and now feels ready for the new challenge of leading this new Gold/Copper exploration company to success in Australia.

00:00 - Introduction
02:28 - Tristan's Background
14:38 - From Geologist to CEO
29:20 - First Development Resources

Soon to list First Class Metals have assembled a portfolio of projects amongst the Schreiber-Hemlo Greenstone and in this podcast the CEO to be, Marc Sale, gives us his background and pains the picture of the company & projects.

00:00 - Introduction & Background
15:17 - Joining First Class Metals
17:49 -  Schreiber-Hemlo Area
26:26 - IPO
34:00 - Final Thoughts
37:03 - 60s Pitch