There’s plenty of alpha to be made — and money to be saved — by learning from a sceptical geologist. So we interviewed one.

Roland Gotthard has built a reputation for calling out poordisclosure practices, guiding investors on what to watch for, and recognising when companies get it right.

In this episode, Roland shares the lessons he’s learned fromyears of scrutinising company reporting and navigating the grey areas of themining market.

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TIMESTAMPS

00:00 Introduction

00:46 Why JORCWTF?

02:25 The geologist skillset

08:20 The internal pressure of being a geo

12:40 Influences on bad disclosure

17:50 The small cap dilemma

21:34 The directors special

27:33 More red flags

31:26 Nuances to the directors special

39:04 Why maps

41:25 Metallurgy red flags

51:00 What to infer from Geotech work

54:36 Yellow flags

1:02:58 Never reported drilling

1:03:33 Being an outsider

1:04:50 Why continue JORCWTF

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PARTNERS

Thank you to the mining services businesses that make thiscontent possible:

·       ⁠Grounded⁠ - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: [email protected]

·       ⁠Sandvik Ground Support⁠ – The only ground supportyou’ll ever need

·       ⁠Cross Boundary Energy⁠ – Independent power producer for the global mining industry | [email protected] +61 466 184 943

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FOLLOW & CONNECT

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• Travis Ricciardo: ⁠@TRAVmoneyofmine⁠⁠

• Jonas Dorling: ⁠@JDmoneyofmine⁠⁠

• Email us Word on the Decline: [email protected]

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DISCLAIMER

All information in this podcast is for education andentertainment purposes only and is of general nature only.

Please ensure you read our ⁠full disclaimer⁠.