The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
That's right external factors like commodity prices and government nationalisations affect investments, not every situation is the fault of the guy in charge and the ones that are you hope they learn from and are better prepared for the next situation.
Well worth reading. He suggests it’s time to go shopping.
https://static1.squarespace.com/static/5efa5cfea2338111ff757ac7/t/651c3e57d6b8c116fd8bff21/1696349789723/The+Lithium+Panic+of+2023.pdf
There are external factors that affect things as much or more than management ability, clearly we are in a bear market but eventually the tide will come in and we will see what things are really worth which is multiples of the current price in my opinion. It’s not like the economic situation is isolated to a single company, many are down just as much or more across every sector at some stage that becomes an opportunity for outsized returns for those with the capital to deploy.
Https://www.mining.com/web/mercedes-benz-is-able-and-willing-to-invest-capital-in-mining-ceo/
Seems to be progressing...
Cadence and Its joint venture partners have agreed that the lowest risk and currently best commercial approach to developing this project is to bring on a highly experienced mining operator or EPCM contractor as a joint venture partner. We are making good progress in this regard.
Good interview well worth a listen, the longer format works well.
https://www.youtube.com/watch?v=Mh5s0ob9YHk
00:00 - Introduction & interest in geology
11:02 - Mining Cycle & Public Attitude to Mining
20:17 - Where are we in the cycle commodity demand curve?
27:35 - Early Mining Career Experience
30:49 - Kiran's Approach to management
35:35 - Exploration is more often than not disappointing
40:32 - Cadence
47:41 - Exit Strategy/dividend/disposal
52:04 - Amapa Iron Ore
58:44 - Closing Thoughts
Did you mean to link this one? https://www.bbc.co.uk/sounds/play/m001qmlh
They are tone deaf, given the useful life of a car is 15+ years that puts us to 2050 but the rate batteries are improving range will be no problem by 2030.
https://x.com/trussliz/status/1704536615698211157