Скачать или смотреть The 9 Red Flags in Exploration Investing (Roland Gotthard)

There’s plenty of alpha to be made — and money to be saved — by learning from a sceptical geologist. So we interviewed one.

Roland Gotthard has built a reputation for calling out poor disclosure practices, guiding investors on what to watch for, and recognising when companies get it right.

In this episode, Roland shares the lessons he’s learned from years of scrutinising company reporting and navigating the grey areas of the mining market.


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▶️ CHAPTER TIMESTAMPS

00:00 Introduction
00:46 Why JORCWTF?
02:25 The geologist skillset
08:20 The internal pressure of being a geo
12:40 Influences on bad disclosure
17:50 The small cap dilemma
21:34 The directors special
27:33 More red flags
31:26 Nuances to the directors special
39:04 Why maps
41:25 Metallurgy red flags
51:00 What to infer from Geotech work
54:36 Yellow flags
1:02:58 Never reported drilling
1:03:33 Being an outsider
1:04:50 Why continue JORCWTF

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⚠️ DISCLAIMER

All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine are not financial professionals. Money of Mine and our contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. Money of Mine doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of Money of Mine are their opinions only and may contain forward-looking statements that may not eventuate. Please read the full Disclaimer here: https://www.moneyofmine.com/c/privacy...