Facinating interview. Great work. Agree wholeheartedly re comment on more small cap analysis. A " Small cap Corner" segment would work well. Especially given like Tom we are all looking for the next Azure or WA1.
Chat more about TG6. Not sure why Tom thinks at the same time it's "no bueno" and also "Good ground". The current, limited drilling is taking place within the outskirts of TG6's Li soil anamoly and is already mineralized over a very large area (their maps are huge, like 250m N-S drill spacing atm, meaning the mineralised system they already have is ~3x2km). The previously high Li grades assayed were apparently under assayed by ~25% and the Li grades were already high. If you draw a straight line from burmeister to Medcalf (CHG), there's likely a huge mineralized system there based on what is already known and being uncovered by recent drilling, rock chips, soil anamoly and geology. Looks like an Australian LRS collina deposit potential.
A great way to build exposure to a tremendously exciting earlier stage exploration play is via LSX. One in particular that comes to mind is their ~ 48% stake in an off market district scale play Plutonic. With LSX currently trading at P/B of 0.67 whilst holding sizeable positions highly interesting smallcaps like STN, GBR, AME, etc.
Brilliant episode team, was great to see Ally in the crew with some solid questions. Could listen to Tom yarn for ages! Matty one request cob, I’d love to listen to the poddy when I’m cooking dinner but I don’t want the kids to pick up the language. I know it’s your show and that, but it would be radical if it steered a little more in the PG direction. Cheers guys keep it up
This guy was great except for the horrific Wildcat call. Hands down the most over valued ASX Li stock - already $1.1bn cap fully diluted and they are going to have huge geological issues with their dirty low grade stuff.
Management is dragging it out, admin costs are crazy, big wages year after, for what? report after report, then a report on a report. Please let me know what you know, that I don't.
@@scottrobinson3847 DC is one clever Rooster. He'd beat you in a game of checkers let alone chess. FID has already been approved, you just have to read between the lines and listen to what they aren't telling you. POSCO isn't in a rush, so be happy we have $120 million earning interest and Government approved debt facility with 2 other debt options up our sleeve. Did I mention he'd beat you in poker too...
Would be interested to know what he thinks about ioneers potential. It Has Unique mineralogy that can make it very profitable, placing it at the bottom of the cost curve, offsetting costs by being able to produce boron as a co product, and will be producing lithium carbonate in its future “chemicals plant”, not spodumene concentrate. But would be good to know what an independent geo thinks about it.
Ah you addressed the biggest issue at 45min! Lol the great American go slow… I know someone that consults for an ex American owned mining manufacturer. Generally - The yanks work at a speed to not embarrass snails… very conscientious.
The Germans are heavily invested GPR Geopacific resources - it been a dog of a gold developer but good deposit not in the best jurisdiction. Probably negative ev
Just curious why the video doesn't have that floating popup thing saying "includes paid promotion"? I've no problem with having advertisers! But maybe make it a bit clearer.
Your ability to attract the variety of really interesting guests on this show and ask them great questions is appreciated. Thank you.
Should do a special just on small caps and identifying quality projects at infant level . Thanks fellas
That would be opening up a big can of Gippsland worms
It was great to get some insight from Thomas, I think he dropped a few gems if people were listening close enough
Excellent ep, Tom is awesome. Need more Geos on your show.
Facinating interview. Great work. Agree wholeheartedly re comment on more small cap analysis. A " Small cap Corner" segment would work well. Especially given like Tom we are all looking for the next Azure or WA1.
That interview was superb. Thanks heaps.
Really enjoyed Thomas's opinions/thoughts. Thanks for having him on guys.
I see Money of Mine in the feed and click on it. I immediately turn down the sound and sit back and enjoy.
That's music to our ears mate
Great show everyone, better then I would of thought 😊
Chat more about TG6. Not sure why Tom thinks at the same time it's "no bueno" and also "Good ground". The current, limited drilling is taking place within the outskirts of TG6's Li soil anamoly and is already mineralized over a very large area (their maps are huge, like 250m N-S drill spacing atm, meaning the mineralised system they already have is ~3x2km). The previously high Li grades assayed were apparently under assayed by ~25% and the Li grades were already high. If you draw a straight line from burmeister to Medcalf (CHG), there's likely a huge mineralized system there based on what is already known and being uncovered by recent drilling, rock chips, soil anamoly and geology. Looks like an Australian LRS collina deposit potential.
Great presentation
Love these studio casual chats with the fundies and cans of dingo
Thanks cobba
Cracking show fellas - another great interview! Thanks for the content :)
Great Interview, whens part two ?
Good show! agree with him on small cap - discovery stocks and the light lithium bull narrative
A great way to build exposure to a tremendously exciting earlier stage exploration play is via LSX. One in particular that comes to mind is their ~ 48% stake in an off market district scale play Plutonic. With LSX currently trading at P/B of 0.67 whilst holding sizeable positions highly interesting smallcaps like STN, GBR, AME, etc.
Brilliant episode team, was great to see Ally in the crew with some solid questions. Could listen to Tom yarn for ages! Matty one request cob, I’d love to listen to the poddy when I’m cooking dinner but I don’t want the kids to pick up the language. I know it’s your show and that, but it would be radical if it steered a little more in the PG direction. Cheers guys keep it up
Not a fuckin chance
😂❤❤
Great episode
I just bought his book for my grandkids. I'm guessing Amazon will promptly send Tommy W. his cut of the proceeds.
Good one
Great video guys
Thoughts on the wia chart asx trader ?
Excited :)
We hope it lived up to it
This guy was great except for the horrific Wildcat call. Hands down the most over valued ASX Li stock - already $1.1bn cap fully diluted and they are going to have huge geological issues with their dirty low grade stuff.
Surprised nobody talking about A$3300 Aussie Gold . . .
Renascor will do well... Just gotta be patient
Management is dragging it out, admin costs are crazy, big wages year after, for what? report after report, then a report on a report.
Please let me know what you know, that I don't.
@@scottrobinson3847 DC is one clever Rooster. He'd beat you in a game of checkers let alone chess.
FID has already been approved, you just have to read between the lines and listen to what they aren't telling you.
POSCO isn't in a rush, so be happy we have $120 million earning interest and Government approved debt facility with 2 other debt options up our sleeve. Did I mention he'd beat you in poker too...
Would be interested to know what he thinks about ioneers potential. It Has Unique mineralogy that can make it very profitable, placing it at the bottom of the cost curve, offsetting costs by being able to produce boron as a co product, and will be producing lithium carbonate in its future “chemicals plant”, not spodumene concentrate. But would be good to know what an independent geo thinks about it.
Ah you addressed the biggest issue at 45min! Lol the great American go slow… I know someone that consults for an ex American owned mining manufacturer. Generally - The yanks work at a speed to not embarrass snails… very conscientious.
ioneer need 500,000 tonnes of sulphur annually for their process. That put me off.
Any hints as to the German banker interview that you describe as a train wreck?
Delphi?
whats a GC m8?
Good Crunt GC
......
@@CohnmanTheBudbarian thanks man haha !
The Germans are heavily invested GPR Geopacific resources - it been a dog of a gold developer but good deposit not in the best jurisdiction. Probably negative ev
I think that's a different group. Deutsche Balaton instead of Deutsche Rohstoff
Just curious why the video doesn't have that floating popup thing saying "includes paid promotion"?
I've no problem with having advertisers! But maybe make it a bit clearer.