The Armchair Trader Editor, Stuart Fieldhouse calls on his wealth of experience within the financial markets and extensive network of connections to bring you t...
The booming demand for lithium, with Chris Doornbos, CEO of E3 Lithium
In this episode, host Stuart Fieldhouse speaks with Chris Doornbos of E3 Lithium about demand for lithium, how direct lithium extraction works, using Alberta's legacy of oil drilling knowledge and infrastructure, and why E3 makes such an attractive case for a strategic partner.
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00:00 Intro to E3 Lithium and extracting lithium
02:29 Progress with the direct extraction project
03:50 A miner going vertical - using local knowledge and infrastructure
06:47 Exploiting legacy oil drilling data
07:48 Future plans: lithium carbonate and funding
10:00 What's so special about Alberta's lithium brine?
12:18 Company financials: cash in bank, federal grants
15:10 The urgency to onshore lithium production in Canada
18:20 Demand for lithium in North America
21:10 M&A in the lithium sector, and plans for E3 Lithium
25:07 The ideal strategic partner
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28:03
Low-cost mining with Central Asia Metals CEO Gavin Ferrar
Host Stuart Fieldhouse speaks with Gavin Ferrar of London-listed Central Asia Metals [LON:CAML] about CAML's mining projects in Kazakhstan and Macedonia. How do tailings projects work, how is sustainability managed and what are CAML's future growth plans.
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Listen on:
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Apple podcast - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070
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00:00 Overview of Central Asia Metals PLC
01:21 Financial performance of CAML
01:39 Kounrad copper mine in Kazakhstan
02:57 Profitability of CAML's operations
04:20 What are tailings and how much do CAML own?
06:14 Demand for copper and the role of tailings projects
07:51 CAML's Sasa project in Macedonia
09:32 Future projects and growth strategy
12:05 Keeping costs down with solar power
13:18 Sustainability of the mining industry
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17:09
Junior mining stocks - "we have removed a lot of the uncertainty", with Ross Allister of Peel Hunt
In the episode of the podcast, host Stuart Fieldhouse speaks with Ross Allister of Peel Hunt about the state of the mining sector in the UK, the difficulties that junior miners can face accessing capital and where investors might look for growth areas, whether lithium, hydrogen, silver or otherwise.
You can watch the video of the interview on our YouTube channel.
www.youtube.com/@armchairtrader
For more investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/
If you enjoy the podcast, like and subscribe for more great content.
Listen on:
Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f
Apple podcast - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070
Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast?ref=dm_wcp_pp_link_pr_s
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00:00 Intro to the Resourcing Tomorrow @resourcing-tomorrow conference
01:27 The state of the UK junior mining sector
06:00 What can be done to make London more attractive for miners?
07:48 Mining and ESG
09:36 Hot areas of the mining market
12:13 Junior miners market sentiment and availability of capital
15:08 Importance of retail investors to the mining sector
16:25 Advice for mining companies thinking of listing in London
18:49 2025 forecast
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20:20
High-yield investing with Martin Connaghan of Murray International Trust | Ep.129
Host Stuart Fieldhouse meets Martin Connaghan, co-manager of the Murray International Trust. Murray International, listed in London and acquired by abrdn in 2001, is regarded as a sector leader in terms of the dividend yield it is able to deliver to investors.
But how does a fund manager go about achieving such great results? Stuart talks to Martin about his allocation to emerging markets and how that fits into the Murray International strategy, and in particular about the red hot Asia tech stock sector.
Stuart and Martin also chat about the fund’s overall strategy and some recent new additions to the portfolio. How do the managers make the case of buying a new position for the fund? Martin also explains how the managers have designed the defensive characteristics of the portfolio, and what this means in practice.
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00:00 Intro to the Murray International Trust
02:21 What the trust invests in
03:51 When companies suspend dividends
06:11 Secret to a great dividend yield
08:17 Emerging markets allocation
11:32 Asia Pacific tech sector growth
14:26 Are Asian stocks consistent dividend payers vs Europe/US stocks?
16:55 Adding Mercedes-Benz to the portfolio
19:49 Macroeconomic factors in stock selection
22:24 Why is the trust rated as defensive?
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26:46
China's new trade restrictions on battery technology, with Dan Blondal of Nano One | Ep.128
In this brief episode, host Stuart Fieldhouse speaks with Dan Blondal of Nano One Materials about China's new trade restrictions on LFP (Lithium-Iron-Phosphate).
This move may well impact Nano One positively, since China supplies 99% of the world's LFP market, and Nano One is one of the few ex-China manufacturers.
For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/
For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register
00:00 The new China trade restrictions on LFP
01:51 How much of a lead do China have in the LFP and battery space?
02:49 How important is this battery technology?
05:10 Implications for Nano One
07:42 Scaling Nano One's technology to meet demand
09:45 LFP is coming!
The Armchair Trader Editor, Stuart Fieldhouse calls on his wealth of experience within the financial markets and extensive network of connections to bring you this investing podcast.
Stuart invites guests on to the show each week to discuss important themes within the financial markets. His guests include CEO’s of listed companies from around the world, from micro cap stocks to large established businesses. He speaks with Fund Managers about stock picking and the markets in which they operate, and he chats with Market Analysts about a range of topics that offer a broader view of the markets as well as insight on topical themes and trends.
Listen on SoundCloud, YouTube or wherever you get your podcasts.