By Ben Kosterich
The podcast currently has 123 episodes available.
Jonathan (Jono) King is the Chief Geologist at Trigg Minerals listed on the ASX: TMG. Jono started by talking about his background in mining and the path that led him to Trigg Minerals. Recently, Trigg acquired the Taylors Arm Antimony Project in New South Wales. Jono discussed the project in depth, the demand vs supply for antimony, what it is used for, the history of the project, the geological structure of the areas, recent exploration activities and what investors can expect. Jono also briefly touched on the Drummond Basin project and provided an update on activities.
Trigg Minerals Website - https://trigg.com.au
Sponsors:
True Resources is a top tier recruitment agency. Sourcing and placing the best people across the mining and resource sector: https://trueresources.com.au/
Gyro Drilling delivers cost effective, quality drilling services to clients throughout Western Australia and across the country: https://gyroaustralia.com.au/
Chapters:
(0:00) Introduction
(0:40) Jono King's Background and Passion for Geology
(2:14) Journey with Trigg Minerals
(5:00) The Antimony Market and China's Influence
(11:51) Community Engagement and Environmental Concerns
(20:32) Drummond Basin Project Overview
(25:31) Future Plans and Investor Insights
(27:20) Contact Information and Closing Remarks
Follow the Market bull:
YouTube - TheMarketBullPodcast
LinkedIn - themarketbull
Instagram - official_tmbpodcast
TikTok - theofficialtmbpodcast
Twitter - @TheMarketBullAU
Connect with Ben Kosterich on LinkedIn - Ben Kosterich
Follow Ben Kosterich on Twitter - @KosterichBen
Recorded at Podwave Studios 🎙️
Michael Howell is the Founder and Managing Director of Cross Border Capital an independent investment advisory and macro research firm specialised in the monitoring of Global Liquidity Flows. Michael discusses his history, the impact of globalisation on financial markets over the past decades, the exponential growth of global debt, and the importance of monitoring liquidity flows across various economies. Michael shares his thoughts on what investors should be considering when building portfolios, the implications of U.S., China, and Japanese monetary policies and potential future market cycles.
Cross Boarder Capital Website - https://www.crossbordercapital.com/
YouTube @crossbordercapital3019
Twitter - https://x.com/crossbordercap
Sponsors:
True Resources is a top tier recruitment agency. Sourcing and placing the best people across the mining and resource sector: https://trueresources.com.au/
Gyro Drilling delivers cost effective, quality drilling services to clients throughout Western Australia and across the country: https://gyroaustralia.com.au/
Chapters:
(0:00) Introduction and Guest Welcome
(0:49) Michael Howell's Career Journey
(3:56) Evolution of Financial Markets
(6:57) Debt and Liquidity Dynamics
(10:01) Global Economic Implications
(23:49) Investment Strategies and Market Predictions
(28:26) China's Economic Challenges
(37:01) Monitoring Financial Indicators
(42:34) Key Takeaways
Follow the Market bull:
YouTube - TheMarketBullPodcast
LinkedIn - themarketbull
Instagram - official_tmbpodcast
TikTok - theofficialtmbpodcast
Twitter - @TheMarketBullAU
Connect with Ben Kosterich on LinkedIn - Ben Kosterich
Follow Ben Kosterich on Twitter - @KosterichBen
Recorded at Podwave Studios 🎙️
This week's podcast features a panel discussion on the evolving world of hydrogen energy. Joined by Stephen Hall, CEO of Hexagon Energy Materials (ASX: HXG), and Nick O'Loughlin, Managing Director of Sparc Technologies (ASX: SPN). The conversation delves into various aspects of hydrogen technology and its global impact. Both provide insights from their respective backgrounds, the challenges and innovations in clean ammonia production, the significance of hydrogen derivatives like ammonia, the unique approaches their companies are taking to contribute to the energy transition and an overview of current and future projects, highlighting Australia's potential leadership role in the Asia-Pacific region's clean energy sector.
Hexagon Energy Materials - https://hxgenergymaterials.com.au
Sparc Technologies - https://sparctechnologies.com.au
Sponsors:
True Resources is a top tier recruitment agency. Sourcing and placing the best people across the mining and resource sector: https://trueresources.com.au/
Gyro Drilling delivers cost effective, quality drilling services to clients throughout Western Australia and across the country: https://gyroaustralia.com.au/
Chapters:
(0:00) Introduction
(0:09) Meet the Panelists: Stephen Hall and Nick O'Loughlin
(4:17) Hexagon's Flagship Project
(5:45) Spark Technologies' Innovative Approach to Green Hydrogen
(7:18) The Broader Hydrogen Market and Its Challenges
(11:48) Australia's Role in the Hydrogen Economy
(18:18) Technological Innovations and Future Prospects
(33:59) Government's Role and Market Dynamics
(37:28) Company Updates and Future Plans
(42:56) Key Takeaways and Closing Remarks
Follow the Market bull:
YouTube - TheMarketBullPodcast
LinkedIn - themarketbull
Instagram - official_tmbpodcast
TikTok - theofficialtmbpodcast
Twitter - @TheMarketBullAU
Connect with Ben Kosterich on LinkedIn - Ben Kosterich
Follow Ben Kosterich on Twitter - @KosterichBen
David Hunter is the Chief Macro Strategist at Contrarian Macro Advisors with over 50 years of Wall Street experience. On the podcast, David revisits his December 2023 predictions that he made on the podcast regarding a market melt-up and offers insights into the market's recent turbulent activities. He shares his thoughts on the significant rallies and corrections in the S&P, NASDAQ, and DOW, along with his revised targets. David also discusses the outlook for bonds, currency movements and the potential effect of a Fed rate cut. Additionally, he reflects on the global economic landscape, addressing the possibility of an upcoming deflationary bust and its impact on financial markets.
Follow David Hunter - https://x.com/DaveHcontrarian
Sponsors:
True Resources is a top tier recruitment agency. Sourcing and placing the best people across the mining and resource sector: https://trueresources.com.au/
Gyro Drilling delivers cost effective, quality drilling services to clients throughout Western Australia and across the country: https://gyroaustralia.com.au/
Chapters:
(00:00) Introduction and Guest Welcome
(00:59) Revisiting 2023 Predictions and Analysis
(05:22) Bull Market Dynamics
(07:47) Interest Rates and Economic Outlook
(20:02) Precious Metals and Commodities
(25:41) Investment Strategies and Caution
(39:32) Final Thoughts and Key Takeaways
Follow the Market bull:
YouTube - TheMarketBullPodcast
LinkedIn - themarketbull
Instagram - official_tmbpodcast
TikTok - theofficialtmbpodcast
Twitter - @TheMarketBullAU
Connect with Ben Kosterich on LinkedIn - Ben Kosterich
Follow Ben Kosterich on Twitter - @KosterichBen
Paul L’Herpiniere is the Managing Director of Strickland Metals listed on the ASX: STK. Paul talked about his history and the interesting path that brought him to STK. The company has projects in both Serbia and Western Australia and Paul spoke about recent drilling results, future plans, historical drilling and what investors can expect.
Strickland Metals Website – www.stricklandmetals.com.au/
Chapters:
(00:00) Introduction and Guest Welcome
(00:51) Paul Lapier's Background in Mining
(07:06) Rogozna Asset
(14:35) Current Drilling and Future Prospects
(27:24) Community Engagement and Environmental Considerations
(27:51) Challenges and Strategies in Serbia
(32:39) Yandel Project in Western Australia
(37:19) Management Team
(42:22) Key Takeaways and Future Prospects
(46:20) Conclusion
Sponsors:
True Resources is a top tier recruitment agency. Sourcing and placing the best people across the mining and resource sector: https://trueresources.com.au/
Gyro Drilling delivers cost effective, quality drilling services to clients throughout Western Australia and across the country: https://gyroaustralia.com.au/
YouTube - TheMarketBullPodcast
LinkedIn - themarketbull
Instagram - official_tmbpodcast
TikTok - theofficialtmbpodcast
Twitter - @TheMarketBullAU
Connect with Ben Kosterich on LinkedIn - Ben Kosterich
Follow Ben Kosterich on Twitter - @KosterichBen
Ian Rogers is the CEO of Jindalee Lithium listed on the ASX: JLL. Ian talked about his history in mining having previously worked at Rio Tinto and recently at Oz Minerals. Ian started by talking about the company's strategy, projects and a brief overview of the broader lithium market. Ian also went on to explain the significance of the McDermott lithium project in America, its strategic location with surrounding electric vehicle manufacturers and upcoming key milestones like the Pre-Feasibility Study (PFS).
Sponsors:
True Resources is a top tier recruitment agency. Sourcing and placing the best people across the mining and resource sector: https://trueresources.com.au/
Gyro Drilling delivers cost effective, quality drilling services to clients throughout Western Australia and across the country: https://gyroaustralia.com.au/
(0:00 Introduction
(0:33) Ian Roger’s Journey in the Mining Industry
(3:53) Overview of Jindalee Lithium
(5:25) The McDermott Lithium Project
(7:08) Lithium Market Trends and Challenges
(12:05) Technical Developments and Partnerships
(17:31) US Government Support and Future Plans
(24:19) Leadership and Team at Jindalee Lithium
(26:28) Capital Structure and Spin-Out Ventures
(29:56) Future Outlook and Key Takeaways
(32:11) Closing Remarks
YouTube - TheMarketBullPodcast
LinkedIn - themarketbull
Instagram - official_tmbpodcast
TikTok - theofficialtmbpodcast
Twitter - @TheMarketBullAU
Connect with Ben Kosterich on LinkedIn - Ben Kosterich
Follow Ben Kosterich on Twitter - @KosterichBen
Richard Henning is the Managing Director of Ilala Metals which is soon to be listed on the ASX: IL1 Richard's talks about his career path from geologist to mining executive, the strategic focus on uranium and copper exploration, and the significance of Botswana’s mining-friendly environment. Richard also elaborates on the company's detailed plans, current progress, and what investors can expect in the coming 12 months.
Illala Metals Website - https://ilalametals.com/
Sponsors:
True Resources is a top tier recruitment agency. Sourcing and placing the best people across the mining and resource sector: https://trueresources.com.au/
Gyro Drilling delivers cost effective, quality drilling services to clients throughout Western Australia and across the country: https://gyroaustralia.com.au/
Chapters:
00:00 Introduction
0:11 Who Is Richard Henning
3:17 Challenges and New Opportunities
4:38 Ilala Metals: Company Overview
7:41 Focus on Uranium Projects
13:31 Exploring Copper Opportunities
18:19 IPO Plans and Investor Insights
19:17 Team and Operations in Botswana
21:45 Feedback on Pre IPO
24:22 Future Plans and Key Takeaways
Follow the Market bull:
YouTube - TheMarketBullPodcast
LinkedIn - themarketbull
Instagram - official_tmbpodcast
TikTok - theofficialtmbpodcast
Twitter - @TheMarketBullAU
Connect with Ben Kosterich on LinkedIn - Ben Kosterich
Follow Ben Kosterich on Twitter - @KosterichBen
Peter Allen is the Managing Director of Firebird Metals listed on the ASX: FRB. Peter previously spoke on the podcast in 2023 but provided an update on the lithium manganese iron phosphate (LMFP) Battery Strategy in China. Peter discussed the current and future manganese market dynamics, the strategy at FRB, ongoing permits, projects and the Oakover project in Western Australia.
Sponsors:
True Resources is a top tier recruitment agency. Sourcing and placing the best people across the mining and resource sector: https://trueresources.com.au/
Gyro Drilling delivers cost effective, quality drilling services to clients throughout Western Australia and across the country: https://gyroaustralia.com.au/
Chapters:
(0:00) Introduction and Sponsor Message
(0:11) Who is Peter Allen
(0:41) Firebird Metals Overview
(2:52) Manganese Market Dynamics
(5:46) Manganese Use In Batteries
(14:41) Firebird's Lithium Manganese Iron Phosphate (LMFP) Battery Strategy in China
(32:49) Oakover Project and Future Plans
(35:37) Key Takeaways
Follow the Market bull:
YouTube - TheMarketBullPodcast
LinkedIn - themarketbull
Instagram - official_tmbpodcast
TikTok - theofficialtmbpodcast
Twitter - @TheMarketBullAU
Connect with Ben Kosterich on LinkedIn - Ben Kosterich
Follow Ben Kosterich on Twitter - @KosterichBen
Michael Minosora is the Chairman of Siguiri Gold, which is preparing for an IPO on the ASX under the code SGD. Michael discussed his extensive career in the mining industry, Siguiri Gold operations and focus on gold exploration in Guinea, and the company's plans for future development funded by the upcoming IPO. Michael talks about Guinea's evolving mining landscape, the specifics of Siguiri Gold project, and the commitment of the management team towards advancing their exploration and resource development.
Siguiri Gold Website - https://siguirigold.com/
Sponsors:
True Resources is a top tier recruitment agency. Sourcing and placing the best people across the mining and resource sector: https://trueresources.com.au/
Gyro Drilling delivers cost effective, quality drilling services to clients throughout Western Australia and across the country: https://gyroaustralia.com.au/
Chapters:
(0:00) Introduction
(0:37) Who is Michael Minasora
(2:22) What is Siguiri Gold
(4:15) Exploring Guinea's Mining Landscape
(6:59) Siguiri Gold IPO and Future Plans
(11:27) Project Details and Opportunities
(18:22) Team and Community Engagement
(25:42) Closing Remarks and Contact Information
Follow the Market bull:
YouTube - TheMarketBullPodcast
LinkedIn - themarketbull
Instagram - official_tmbpodcast
TikTok - theofficialtmbpodcast
Twitter - @TheMarketBullAU
Connect with Ben Kosterich on LinkedIn - Ben Kosterich
Follow Ben Kosterich on Twitter - @KosterichBen
Matt Warder is an energy, metals, and mining analyst who publishes thecoaltrader.com. With nearly two decades of experience, Matt provides in-depth insights into the coal market, discussing everything from his unique career journey to current industry trends. Matt discusses the various types of coal, their applications, the impact of global demand and regulatory changes on the sector, the dynamics of the steel industry, and the challenges and opportunities for coal.
Sponsors:
True Resources is a top tier recruitment agency. Sourcing and placing the best people across the mining and resource sector: https://trueresources.com.au/
Gyro Drilling delivers cost effective, quality drilling services to clients throughout Western Australia and across the country: https://gyroaustralia.com.au/
Chapters:
(00:00) Introduction
(01:22) Matt Warder's Background and Journey
(02:41) Transition to Energy and Mining Sector
(07:37) Insights into Coal and Steel Industries
(12:01) Global Coal Market Dynamics
(17:50) Types of Coal and Their Uses
(21:15) Regulatory Impacts and Market Players
(25:11) The Future of Coal and Steel
(34:54) Regulatory Environment and Political Influence
(40:34) The Coal Trader Publication
(47:39) Conclusion and Key Takeaways
Follow the Market bull:
YouTube - TheMarketBullPodcast
LinkedIn - themarketbull
Instagram - official_tmbpodcast
TikTok - theofficialtmbpodcast
Twitter - @TheMarketBullAU
Connect with Ben Kosterich on LinkedIn - Ben Kosterich
Follow Ben Kosterich on Twitter - @KosterichBen
The podcast currently has 123 episodes available.
138 Listeners
55 Listeners
24 Listeners
16 Listeners
235 Listeners
12 Listeners
28 Listeners
2 Listeners
2 Listeners
66 Listeners
2 Listeners
8 Listeners
12 Listeners
1 Listeners
291 Listeners