This week’s episode features highlights from Alcoa’s Q4 2022 conference call on Jan. 18, 2023. Chief executive officer Roy Harvey explains how high energy costs, China’s closure due to zero covid policy, and weak European demand all combined to create a “challenging year” for the company. Harvey expects results for 2023 to depend largely on China’s re-opening, as the country is the world’s largest consumer of aluminum. 

All this and more with host Adrian Pocobelli.

“Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (www.incompetech.com).

Licensed under Creative Commons: By Attribution 4.0 License
creativecommons.org/licenses/by/4.0/

Photo credit: Alcoa

Episode 327: Alcoa faces ‘challenging markets’ on higher input costs, lower European demand

Gold stock fund manager and Austrian economist Larry Lepard shared, “It’s tough. The gold stock climate is as bad as I’ve seen it. But I ain’t selling. I ain’t selling. In fact, I’m moving around and selling some of the things that have not been hit quite as bad to buy some of the real bargains that I see. The bargains out here are just stunning. It does not feel good to buy in these kinds of conditions. But history says that if you do buy in these kinds of conditions, you can be very well rewarded for it.”

Lawrence Lepard runs Equity Management Associates, LLC, an investment partnership which has focused on investing in precious metals since 2008. Prior to EMA, Mr. Lepard spent 25 years as a professional investor and venture capitalist. From 1991 to 2004 he was one of two Managing Partners at Geocapital Partners in New Jersey which managed six venture capital partnerships, the last of which was $250 million. Geocapital was very active in technology, software and computer investing and invested heavily in the internet starting in 1993. Geocapital was the lead investor in Netcom, Inc., the first internet service provider to complete an IPO in 1996. Prior to Geocapital Mr. Lepard spent 7 years as a General Partner at Summit Partners in Boston, MA. Summit is a large venture capital and private equity firm. He was employee number 4, joining 1 year after Summit was launched. Mr. Lepard holds an MBA with Academic Distinction from Harvard Business School and a BA in Economics from Colgate University

0:00 Introduction
0:50 Gold and gold stock commentary
11:52 When does buying “too early” mean you’re wrong?
15:25 Larry invests in jurisdictions all over the world
16:22 Lion One and tradable warrants
17:45 Developers forming JVs to advance projects
20:16 Rise Gold commentary
22:20 When will investors reward mine builders again?
27:23 Final thoughts from a seasoned gold stock investor

Lawrence’s contact info and Twitter handle:
llepard@ema2.com
https://twitter.com/LawrenceLepard

Larry’s Newsletter: http://eepurl.com/gOf1dT

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The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.

“I Ain’t Selling Gold Stocks…Bargains Are Stunning” says Fund Manager Lawrence Lepard

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

This week, podcast host Stuart Fieldhouse chats to Steve Palmer of AlphaNorth Asset Management, a Canadian firm which runs a hedge fund focused on the small-cap end of the Canadian stock market.

00:00 Intro to AlphaNorth Asset Management
01:19 Biases in the Canadian small-cap market
02:40 Steve's views on market sectors
03:37 Focus on mining and oil stocks
04:09 Are mining stocks cheap to buy right now?
05:39 Predicting the next hot mining sector
06:24 What to look for in a good small-cap investment
07:32 Warrants
08:47 IPOs and advice for companies looking for investors
10:43 Private placements
11:35 Optimism for the Canadian small-cap market
13:55 Interesting sectors
15:45 Company debt
16:35 Are long track records important for small-caps?
19:04 Stocks Steve likes
20:20 PDAC Toronto
22:48 Checking the other shareholders

Investing in Canadian Small-Cap Stocks with Steve Palmer of AlphaNorth | Ep.107

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.

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

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 the episode of the podcast, host Stuart Fieldhouse speaks with Ross Allister of Peel Hunt about the state of the mining sector in the UK, the difficulties that junior miners can face accessing capital and where investors might look for growth areas, whether lithium, hydrogen, silver or otherwise.

You can watch the video of the interview on our YouTube channel.
www.youtube.com/@armchairtrader

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00:00 Intro to the Resourcing Tomorrow @resourcing-tomorrow conference
01:27 The state of the UK junior mining sector
06:00 What can be done to make London more attractive for miners?
07:48 Mining and ESG
09:36 Hot areas of the mining market
12:13 Junior miners market sentiment and availability of capital
15:08 Importance of retail investors to the mining sector
16:25 Advice for mining companies thinking of listing in London
18:49 2025 forecast

Junior mining stocks - "we have removed a lot of the uncertainty", with Ross Allister of Peel Hunt

Host Stuart Fieldhouse speaks with Gavin Ferrar of London-listed Central Asia Metals [LON:CAML] about CAML's mining projects in Kazakhstan and Macedonia.  How do tailings projects work, how is sustainability managed and what are CAML's future growth plans.

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00:00 Overview of Central Asia Metals PLC
01:21 Financial performance of CAML
01:39 Kounrad copper mine in Kazakhstan
02:57 Profitability of CAML's operations
04:20 What are tailings and how much do CAML own?
06:14 Demand for copper and the role of tailings projects
07:51 CAML's Sasa project in Macedonia
09:32 Future projects and growth strategy
12:05 Keeping costs down with solar power
13:18 Sustainability of the mining industry

Low-cost mining with Central Asia Metals CEO Gavin Ferrar

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

Host Stuart Fieldhouse meets Steve Kesler, Executive Chairman of CleanTech Lithium [LON:CTL] to discuss the growth in global lithium demand from battery storage, the company's Chilean projects and the new share offer for investors.

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00:00 Intro to CleanTech Lithium
01:29 An update on the Laguna Verde project
03:30 What sets apart the company's Chilean projects?
04:42 Green lithium
06:16 Near-term milestones and the ASX listing
08:44 New share offer for retail investors
10:36 Why is now a good time to look at CleanTech Lithium?
11:38 The lithium market
14:18 US tariffs and China export restrictions
18:23 Main markets for CTL's product
20:03 Growing demand from battery storage projects

The growth in global lithium demand, with CleanTech Lithium | Ep.132

In this podcast, host Stuart Fieldhouse speaks with Fenix Resources Executive Chairman, John Welborn.

John talks about Fenix's simple mining extraction, transport logistics and port services. and their part in Western Australia exporting $60bn of iron ore to China. Stuart and John also discuss how iron ore prices have continued to perform well but given China's economic struggles, John gives his view on other areas that can sustain steel production going forward.

John suggests that the market is irrationally pricing Fenix shares and suggests there could be a re-rate on the back of its production expansion.

00:00 Intro to Fenix Resources
02:23 The Iron Ridge Mine asset
02:54 Western Australia and the global iron ore market
04:17 Who's buying the iron ore?
05:10 Fenix also has a logistics arm
10:45 Other projects and the CZR takeover bid
12:02 Fenix's financial performance
13:08 The iron ore market this year
16:36 Sustainability
19:14 Future plans

Mining iron ore and transporting it to China - with John Welborn, Fenix Resources | Ep.137

Profit from resource and precious metals investing as you learn from the best in the industry and discover quality mining investment opportunities with the Mining Stock Education podcast.

The original global mining podcast. With over 100 years of experience serving the mining and exploration industry, crucial reports by The Northern Miner writing staff inform the decision-making process of thousands of high-performing mining professionals.

As an independent, fully paid news source, The Northern Miner maintains a commitment to objective reporting not influenced by any external interests.

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.

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