Dispelling Clean Energy & Gold Myths (Roscoe Widdup)
JD sat down with Roscoe Widdup, founder of Triple Eight (T8) Capital for a deep dive into Roscoe’s view on markets. T8 run a Clean Energy Fund as well as a Gold Fund, which formed the foundational of all the different themes and companies discussed. Roscoe shared what he looks for in companies, what the last 5 years has been like in the volatile space, why gold bullion is the best perform asset of the past years and a heap more.
Sign-up for the Director’s Special
All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM 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. MoM 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 MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
Thank you to our Partners:
VRIFY – Communicate in 3D
grant@vrify.com
GetWet Solutions – Innovative bladder tanks for mobile water storage
Matt.hall@getwetsolutions.com.au - +61 475 627 569
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
kenny@sstone.com.au
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
davidh@creinsurance.com.au - +61 2 9493 6100
WA Water Bores – WA’s premier water well drilling company
James@wawaterbores.com.au - +61 429 695 538
Brooks Airways – Perth’s leading charter flight operators
ops@brooksairways.com – 1300AIRWAY
K-Drill – Safe, reliable, and productive surface RC drilling
ryan@k-drill.com.au
We use SPARK - Market data for active ASX Traders - https://sparktrader.com
(0:00:00)Intro
(0:02:17)Roscoe Widdup
(0:02:44)Clean energy myths
(0:05:08)Understanding the macro
(0:09:15)Multiple compression
(0:12:53)Cost of capital importance
(0:16:01)Finding standout businesses
(0:17:57)The solar opportunity
(0:21:38)BIG US tariffs
(0:25:17)EV industry consolidation
(0:31:00)The hybrid threat
(0:32:13)Nuclear & uranium
(0:34:00)MP Materials vs Lynas
(0:36:32)Contrarian on copper
(0:40:48)The Gold Fund
(0:47:15)ASX goldies vs overseas players
(0:50:12)Central Bank gold buying
(0:54:10)Real rates & the gold price move
(1:05:16)Gold stocks vs bullion