Shovel-Stocks.com Podcast

This is the podcast of the shovel-stocks.com blog. I will uploaded audio online versions of the video content I publish on Youtube here.

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Episodes

7 days ago

After part one of my recent interview with Mark Nelson received great feedback, we sat down for the second part. We cover topics like Washington's new appreciation of nuclear energy, Advanced nuclear, Thorium, CANDU reactors, Fuel reprocessing & developments worldwide.  Mark Nelson is focused on All energy all the time. Saving nuclear plants: Radiant Energy Fund. Energy & strategy: Radiant Energy Group. Website: https://www.radiantenergyfund.org/ Twitter: @energybants Timestamps: 00:00 Reignited appreciation of nuclear energy in Washington, D.C. 17:00 Clean Core Thorium Energy & CANDU reactors 37:00 International developments   Please subscribe to my blog (www.shovel-stocks.com) and follow me on twitter (@ShovelStocks) to be notified of new content

Wednesday Apr 27, 2022

In this interview, I discuss the fertilizer & potash market with Industry consultant Willis Thomas from CRU Group. Interested in tracking your portfolio and also what I am holding in my private portfolio. Check out the Getquin app: https://getquin.onelink.me/IQfD/82p6krem   Please subscribe to my blog (www.shovel-stocks.com) and follow me on twitter (@ShovelStocks) to be notified of new content Timestamps:00:00 Intro01:35 What are fertilizers? 07:15 Natural gas connection to fertilizer10:37 MoP vs SoP13:00 Geographic distribution of the potash market17:55 Prices, supply, demand24:55 What investors should look out for in a project

Thursday Apr 21, 2022

In this interview, I discuss the vanadium market and Vanadium Redox Flow Batteries (VRFB) with Industry consultant Willis Thomas from CRU Group My article about vanadium including my thesis for two vanadium stocks I hold in my portfolio: https://www.shovel-stocks.com/post/why-vanadium-stocks-should-be-on-your-radar-right-nowVanadium Resources (ASX:VR8)Ferro Alloy Resources (LON:FAR) Please subscribe to my blog (www.shovel-stocks.com) and follow me on twitter (@ShovelStocks) to be notified of new content

Friday Apr 15, 2022

After my article about American Manganese (TSX-V: AMY, soon to be named RecycLiCo) was very popular (https://www.shovel-stocks.com/post/the-hidden-champion-of-lithium-ion-battery-cathode-recycling-american-manganese-inc-amy ) and I received many questions regarding the benefits of their lithium-ion battery recycling process, I sat down with Zarko (CTO) for an interview. The interview was recorde on Sept 27th 2021. Topics we cover in the interview: Background on American Manganese The RecycLiCo process (recycling the complete cathode (including lithium)  Benefits American Manganese has over other recycling companies Potential business models The Manganese Wenden stockpile project The Copper / Gold project   

Thursday Apr 14, 2022

In the first part of my interview with Mark Nelson, he explains the nuclear fuel cycle and uranium enrichmentMark Nelson is focused on All energy all the time. Saving nuclear plants: Radiant Energy Fund. Energy & strategy: Radiant Energy Group.Website: https://www.radiantenergyfund.org/Twitter: @energybants Timestamps:00:00 Intro02:00 Origin & attributes of natural uranium05:56 Uranium enrichment12:20 Laser uranium enrichment15:38 Underfeeding vs overfeeding Please subscribe to my blog (www.shovel-stocks.com) and follow me on twitter (@ShovelStocks) to be notified of new content

Thursday Apr 14, 2022

In this episode I give a high level overview of my article about uranium enrichment, the market landscape, deep dive into Silex Systems (ASX:SLX) and why I think it is a better pick than Centrus Energy. You can read the full article here (no paywall): https://www.shovel-stocks.com/post/silex-systems-3rd-generation-laser-uranium-enrichment-technology-asx-slx Subscribe to my blog: https://www.shovel-stocks.com/ Follow me on twitter @ShovelStocks

Saturday Apr 09, 2022

In this interview, I discuss the uranium bull market with commodities investor Scott. You can find Scott on Twitter: @U_Ag_ Audio Timestamps: 00:00 Intro 02:16 Uranium market in relation to other financial markets 11:16 Differences to the last uranium bull market and why we are bullish 24:40 What to expect the next 12 months 34:30 Exit strategies Please subscribe to my blog (www.shovel-stocks.com) and follow me on twitter (@ShovelStocks) to be notified of new content

Friday Mar 25, 2022

In this interview I talk with Joe, a private investor from Southern California, about investing in biotech stocks, his lessons learned and why he is bullish on ImmunityBio (IBRX) Joe's username on stocktwits: Ypestis   Timestamps: 00:00 Intro & background 07:50 Reason for his interest in biotech in the 90s 13:30 Lessons learned out of his successes & biggest failures 17:35 Process how to evaluate companies he wants to invest in 26:00 Importance of management team's track record 32:00 Why he is bullish on ImmunityBio 40:00 Topics he is researching right now 42:10 Outlook on ImmunityBio

Friday Mar 25, 2022

Interview with Andrej Karpinski the founder & Executive chairman of Korab Resources Ltd (ASX:KOR). A scoping study was released for Korab's Winchester magnesium project this week including the following highlights: KOR Market cap: 16M AUD Annual Revenue estimated at 500M AUD Gross profit margin estimated at 235M AUD NPV of 1bn AUD A second scoping study is in the works which investigates the economics of a new technology Korab has access to that would allow them to produce zero carbon - "green magnesium".       Magnesium alloys are used to reduce the weight of vehicles. This is important for ICE and EV vehicles.   Global market currently ~ 1M tonnes / year 90% of magnesium comes out of countries like China, Russia, Kazakhstan and Iran 95% of the magnesium used in Europe is imported from China China produces 870K tonnes per year but will need 875t/year by 2025 No stockpiles in the world and limited secondary supply KOR Share structure:   360M shares on issue and no options Insider ownership +50% 16.5% of shares held by Executive Chairman The scoping study can be found here.   Feature article about Korab Group’s Winchester Magnesium Project published by Innovation News Network in their quarterly publication “Innovation Platform”.   Please find below some more graphs providing further detail regarding the project. Timestamps: 00:00 Intro & background 02:10 Magnesium market dynamics 21:46 Winchester Magnesium project overview 46:55 Batchelor & Green Alligator project (Nickel, Scandium, Uranium) 57:00 Background on Ukraine gold project 59:08 Share structure 59:50 Upcoming catalysts   Please subscribe to my blog and follow me on twitter (@ShovelStocks) to be notified of new content.

Friday Mar 25, 2022

I had the pleasure to interview Joanna from Equivest AS about investing in uranium, copper, nickel and oil exploration stocks. This interview is a must watch for every generalist investor interested in investing in the upcoming commodities super cycle and also for seasoned commodities investor who want to get the point of view of an industry insider.  She holds a bachelor degree in Geoscience and master degree in Integrated Petroleum Geoscience from University of Aberdeen, UK. Joanna spent close to 10 years working in mining and oil & gas exploration internationally. Her career started as exploration geologist with Anglo American Plc prospecting and drilling for Ni-Cu-PGE deposits in Amazon Forest. She had the opportunity to work for juniors and majors, such as BG Group, Medgold Resources, Petrolia Noco.   At Petrolia, she was instrumental in Dugong discovery, which was her first prospect to be drilled and one of the top discoveries in Norway in the last 10 years.       Where to find Equivest:   Equivest AS website: https://www.equivest.capital/   Twitter: @equivestinvest   Stocks mentioned:   Not financial advice Baselode Energy | TSXV:FIND 92 Energy | ASX:92E Eco (Atlantic) Oil & Gas Ltd.| LON:ECO and TSXV:EOG   Please let me know in the comments or via e-mail, what other interview you would like to see me do and what topics you would like to find out more about.   Please subscribe to my blog and follow me on twitter (@ShovelStocks) to be notified of new content.

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