Stuart Fieldhouse speaks with guests about the financial markets

The Investing, Markets and Money Podcast

Host Stuart Fieldhouse chats with CEOs of mining companies and analysts that provide insight into the Commodities and Energy markets

Mining, Commodities & Energy

This week we meet Martin Turenne, CEO of FPX Nickel [TSXV:FPX], a Canadian nickel miner.  We discuss the strategic importance of the metal, how governments are securing supply, and future prospects for the company.

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00:00 Intro to FPX Nickel
01:48 What is nickel used for?
03:37 Importance of North American demand
07:02 Securing supply
10:19 Why FPX's nickel is special
13:14 Recognition of sttrategic importance and Canadian govt funding
17:01 Governments getting more involved with miners
19:24 Future opportunities for FPX
22:13 Baptiste project update

Mining Nickel with FPX Nickel | Ep.77

Mike Ellwood's back on the podcast with us.  Mike is Chairman of Net Zero Infrastructure PLC (LSE:NZI), a cash shell set up to invest in clean energy distribution and storage.

We cover the basics of how cash shells and reverse takeovers work, and catch up with NZI's progress in finding a suitable target company.  We also look at how the growing impetus for making planet-friendly investments.

00:00 What is a Cash Shell or SPAC?
01:35 How does a reverse takeover work?
02:15 Intro to Net Zero Infrastructure
02:27 NZI's unsuccessful reverse takeover
04:26 Is there a limit on the size of a target company?
05:01 What sort of companies are NZI looking for?  Does size matter?
06:51 Will NZI look at non-UK opportunities?
07:21 Once a target is identified, what happens next?
08:37 Why SPACs suspend trading
09:23 What happens to my shares when a target is acquired?
10:22 Are there many cash shells of NZI's size?
11:26 The UK climate for clean energy
12:55 Is the UK Government being supportive enough?
13:38 The clean energy sector post-pandemic
14:58 Why buy into this sector?

How to Invest in Clean Energy | Ep.78

Jason Reid, CEO of Fortitude Gold [OTCQB:FTCO] discusses progress on their Nevada gold mining projects with Stuart.  Unusually for a junior gold miner FTCO is a high yield generator for investors and does not look to dilute its shares to fund new projects.  How does it do this while still maintaining an attractive dividend yield?

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00:00 Intro to Fortitude Gold
01:27 High yield stock investors
02:19 What made Jason take the CEO job?
06:16 All about the Isabella Pearl project
08:49 Benefit of already having cashflow
10:31 Progress on County Line and Golden Mile
12:33 Re-using existing infrastructure on new projects
14:58 Reducing costs eliminates need for dilution of shares
16:58 Handling challenges with equipment and supply chains
18:42 What excites investors about Fortitude Gold?
22:43 Future plans
25:08 How is Nevada as a mining jurisdiction?

How to Invest in Gold and get Dividends | Ep.81

This week we welcome back onto the podcast Nitesh Shah, Head of Commodities Research at WisdomTree.

We get straight down to the nuts and bolts of the commodities markets, looking at recent trends in demand and factors that will affect future prices.

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Find out more about WisdomTree's fund range at @WisdomTreeInvestments

00:00 Oil
09:28 Gold
13:54 Silver
15:22 Natural gas
22:25 Wheat and corn
25:49 Cocoa
28:58 Industrial metals: copper, nickel, lithium, cobalt

Commodities Roundup | Ep.95

In our first episode of the new season, Stuart Fieldhouse chats to Giga Metals [TSXV:GIGA] CEO & Chairman Mark Jarvis.

They discuss the Giga Metals nickel resources in Canada, where the demand is coming from and how the US Inflation Reduction Act may affect the market for this strategic metal.

00:00 Intro to Giga Metals
01:22 Who are the biggest consumers of Nickel?
03:53 Giga Metals nickel resources in Canada
05:26 Has the market underestimated the opportunity?
07:23 Timeline of development and investment
10:40 The joint venture with Mitsubishi Metals
15:16 ESG and sustainable mining
20:04 Car manufacturers getting involved with mining
23:07 Governments securing supplies of strategic metals
26:46 Priorities for 2024

Nickel for the Next Generation with Mark Jarvis, Giga Metals | Ep.102

On the Investing Markets & Money podcast this week, Editor Stuart Fieldhouse chats with Dan Higgins, CIO at Marylebone Partners, to get some insights into the Majedie investment trust and Marylebone's approach to money management. Dan walks Stuart through Majedie's multi-faced approach to investment management and how the trust has evolved since Marylebone began advising it.

Find out more about Majedie at www.majedieinvestments.com

Disclaimer: This podcast is for informational purposes, it is aimed at professional customers only and not intended for retail customers, this is not an invitation to invest, nor does it constitute investment advice. Investments and the income from them can go down as well as up and is not guaranteed at any time.

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00:00 Introduction to Marylebone Partners and Majedie Investments
03:37 What is a "liquid endowment approach"?
06:11 What sort of fund managers do you invest with?
10:30 Why has it been hard for retail investors to get access to these sorts of opportunities?
13:23 How do you manage risk in the portfolio including liquidity risk?
20:02 What sort of companies do you invest in directly, and why blend this with a fund of funds approach?
23:09 What does the special investment category of the trust cover?
31:35 Since you took over advising Majedie, Marylebone has been implementing your own strategy, but this obviously takes time. It seems to be bearing fruit as the discount on the trust has narrowed. Can you explain a bit about the process and the time horizon required?
36:44 Why should investors look into Majedie?

Fund Manager Dan Higgins explains his approach to listed and unlisted stock selection | Ep.117

We meet Rob Peterman, Chief Commercial Officer at the Toronto Stock Exchange, to look at the newly released TSX30 list of top-performing Canadian companies.

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00:00 What is the TSX30?
03:04 The sectors dominating 2024's TSX30
05:20 Trends to be seen in this year's TSX30
09:33 What can we learn from the dividend picture of the TSX 30 components this year, compared with when the list was first launched?
11:28 How are leading Canadian companies using and raising capital?
13:12 Which companies are consistently in the TSX30, and why?
15:06 What does the TSX30 tells us about Canadian and global markets?
17:32 What does the TSX30 tell non-Canadian investors about the Canadian stock market?
19:40 Find out more about the TSX30

Canada's top 30 stocks - Stuart chats with Robert Peterman of the Toronto Stock Exchange | Ep.116

On this episode of the Investing, Markets and Money podcast, Stuart Fieldhouse chats with ARK Invest CEO Cathie Wood to talk about Active ETFs. Cathie talks about US index tracker funds, what Warren Buffett is going to do with all his cash, how investors can benefit from the Artificial Intelligence (AI) revolution, and more.

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00:00 Intro to ARK Invest and Cathie Wood
04:26 Do index-tracking ETFs really reflect what's happening in the US stockmarket?
11:51 Impact on US stocks of US election results
14:27 Warren Buffett: "What are you gonna do with all of your cash?"
20:26 Federal Reserve rate cuts and effect on US equities
25:06 Artificial Intelligence: how can investors benefit
28:21 The growth of Active ETFs

ARK Invest CEO Cathie Wood on Active ETFs | Ep.118

We meet Aneeka Gupta, Director of Macroeconomic Research at WisdomTree, to talk about the end of high inflation, why smallcaps are looking historically oversold, and the US, Indian, European and Japanese economies.

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For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register

If you enjoy the podcast, like and subscribe for more great content.

00:00 Is this the end of the current high-inflation cycle?
02:41 Crowded house: concentration of trades in the Mag7 stocks
05:08 Opportunities in oversold smallcaps
07:51 US election affecting US stocks
11:42 Emerging Markets getting more interest from investors
17:31 India overheating and red hot IPOs
21:48 Which European Equity sector look strongest?
24:03 Drivers in the Japanese economy
30:07 WisdomTree's view on gold

There are opportunities in oversold smallcap stocks says Aneeka Gupta, WisdomTree | Ep.120

In this podcast, Stuart Fieldhouse chats with Dennis Higgs, President of Austin Gold Corp about their Stockade and Lone Mountain gold/silver projects.  They also discuss the recent record highs in the gold price and what Austin Gold looks for in a great mining project.

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00:00 Intro to Austin Gold Corp
03:56 The Stockade Mountain project
06:59 Lone Mountain and the Carlin Trend
09:20 The gold price and how it affects investor enthusiasm
11:35 What Austin looks for in a new mining project
12:21 Using historic mining data
13:17 The US as a mining jurisdiction
16:31 Austin Gold's financial situation

Serial billion-dollar company builders with Dennis Higgs of Austin Gold | Ep. 119

In this episode, host Stuart Fieldhouse speaks with Chris Doornbos of E3 Lithium about demand for lithium, how direct lithium extraction works, using Alberta's legacy of oil drilling knowledge and infrastructure, and why E3 makes such an attractive case for a strategic partner.

Watch the video of the interview on our YouTube channel.
www.youtube.com/@armchairtrader

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00:00 Intro to E3 Lithium and extracting lithium
02:29 Progress with the direct extraction project
03:50 A miner going vertical - using local knowledge and infrastructure
06:47 Exploiting legacy oil drilling data
07:48 Future plans: lithium carbonate and funding
10:00 What's so special about Alberta's lithium brine?
12:18 Company financials: cash in bank, federal grants
15:10 The urgency to onshore lithium production in Canada
18:20 Demand for lithium in North America
21:10 M&A in the lithium sector, and plans for E3 Lithium
25:07 The ideal strategic partner

The booming demand for lithium, with Chris Doornbos, CEO of E3 Lithium

The Armchair Trader Editor, Stuart Fieldhouse calls on his wealth of experience within the financial markets and extensive network of connections to bring you this investing podcast.

Stuart invites guests on to the show each week to discuss important themes within the financial markets. His guests include CEO’s of listed companies from around the world, from micro cap stocks to large established businesses. He speaks with Fund Managers about stock picking and the markets in which they operate, and he chats with Market Analysts about a range of topics that offer a broader view of the markets as well as insight on topical themes and trends.

Listen on SoundCloud, YouTube or wherever you get your podcasts.