In this episode, Julian Babarczy, non executive director of Lincoln Minerals, explains why graphite is unloved, but that’s where the long term opportunity is.

3:29 – Prefers the less crowded trades

7:03 – The graphite winter is nearly over

9:02 – No longer a one project company

12:11 – Reshoring battery mineral supply chains

17:21 – Bullish on most commodities

22:26 – Embracing the long term investment cycle

25:43 – A twist on a margarita

If you’d like to learn more about Lincoln Minerals, go here: lincolnminerals.com.au

Blurb: In this episode, Matt Kay, managing director of Earth Energy (ASX:EE1) explains how we can embrace geothermal energy even though Australia isn’t on the ring of fire, why their projects run through ‘mining central’ and how geothermal energy use could one day outstrip nuclear energy globally.

Timestamps:

(1:30) Don’t need the ring of fire anymore

(3:51) Trying to get to net zero

(5:10) Tenements along ‘mining central’

(11:10) Geothermal energy use may outstrip nuclear power world wide

(16:20) Three events to watch for this years

(18:28) Great minds think alike on the tipple of choice

Eight weeks to production. Six months to revenue. An AISC half of the spot price of gold. In this episode Michael Quinert, chairman of West Wits Mining, says the company is already stockpiling ore on the pad, how they plan to mine 200,000 ounces of gold per annum and the trigger that could see the share price rise. (1:59) Eight weeks to production, six months to revenue

(6:50) ‘Project 200’

(10:34) Bird Reef package has gold and uranium

(13:59) Site well powered (unlike parts of the outback…)

(17:09) Exploring the Patterson region with Rio

(21:22) A single malt

Learn more about West Witts Mining Ltd (ASX: WWI) here: https://westwitsmining.com/