A podcast discussing small caps, speculating and trading on the ASX.
We discuss and interview all things speculating and small caps with industry experts, traders and those willing to share their expertise.
In this episode we speak with Alex Rovira who talks us through the process of trying to identify and develop economic mineral deposits. From pegging the ground, identifying who’s running the company, surveying the ground, getting drilling happening, and what makes a deposit economic.
We dig into some of the technical aspects of exploration and mining, trying to help explain it in a way that anyone can understand.
Even if you don’t usually invest or explore resource and mining companies, this episode will give you an overview of how this part of the market operates and what investors and speculators are looking for.
In this episode we talk to Harley Grosser, founder of Capital H Management
Harley is an active small and microcap investor, who started trading his personal account, then gained experience working at a small cap fund manager and subsequently launched his own fund.
We talk about the things Harley’s background, what got him interested and invested in stock and what he looks for in a company.
Techniques and considerations to work out what is in an undervalued company and what make it might take for the market to revalue it.
We speak with David Blake from Bioshares about all things biotech. Biotech shares are often volatile and valations can change very quickly.
This episode explains the different types of life sciences companies, major milestones and catalysts. We also talk about what to consider when investing in biotech companies and opportunities for smaller and private investors.
You can find more or contact David via http://www.bioshares.com.au/
We talk in this short episode with David Blake from Bioshares about Covid-19 how its diagnosed, potential treatments, vaccines and investment implications.
This is something different to our usual contents and quite specific to the current market and events happening.
This is just a short snippet from a much longer and wide ranging conversation which will feature in a full episode in future.
In this episode we talk with Mark Tobin and discuss his experience analysing and investing in small cap stocks. He talks us through his background, personal investing approach and attributes he’s observed in successful small caps that have grown much larger.
We discuss what professional fund managers are looking for in a smaller company and how a smaller investor can use this to their advantage, the long term approach to holding small caps, portfolio allocation, and much more.
To register for the next Coffee Microcaps event in March 2020 you can book here: https://events.humanitix.com/copy-of-coffee-microcaps-conference-oq12dfaw
In this episode we talk with Ivan Tanner who is a private investor predominately in small cap ASX companies. Ivan takes a conviction approach building a substantial stake in a company once he has done his requisite diligence and research.
We talk about the psychology of money, understanding what your own unique approach is, advantages of running a small account balance and some of his techniques to asses company management teams.
The books Ivan mentions in the show are: