Six Opinions, Five Geologists
A few beers with a geologist (Alexander Zanier) turned into a wide-ranging conversation on exploration, investing and the people behind the mining industry.
We talk about what separates great geologists from average ones, why some juniors waste capital, where the next discoveries might come from, the role of majors and government in funding exploration, and a few mining stocks and regions that have caught Alex’s attention.
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TIMESTAMPS
0:00 - What Makes Great Geos
3:30 - Alkane and the Boda Bug
9:00 - Science-First Exploration Teams
17:50 - Educating Investors
21:50 - Funding Undercover Discoveries
27:40 - Majors and Government Support
32:30 - Camp Life and Going the Extra Mile
42:00 - Financialization and Tickers
49:50 - Mining Stories and Environmental Liabilities
56:30 - Talent Pipeline and Market Punts
1:02:40 - Eastern States Gold and ESG Drilling
1:06:30 - Capricorn and WA Mid Tiers
1:08:20 - Consolidation and Smarter Spending
1:10:30 - Industry Optimism
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DISCLAIMER
All information in this podcast is for education and entertainment purposes only and is of general nature only.
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