In this episode we talk with Mark Wallace, from Gold50. In an inverse to ep.33 we talk about why he left broking and corporate finance and why he wanted to run an exploration company.

This is our first chat about the macroeconomic and commodity cycle and Mark talks about why he’s bullish hard assets vs fiat currency

Mark also talks about the difficulty of taking a long cycle view, given the short-term nature of markets, but he offers a couple of salient points for investors looking for the next bagger.

In this episode we talk with Matthew Baker, from Blue Ocean Equities about how markets have changed since the 1980s, but how similarly, some things still remain the same.

He takes us through how he started out as a broker and how he then moved into corporate finance.

Matthew explains the importance of the 'sales call', and why it is so fundamental to maintain relationships with clients and companies, despite improvements in technology, and especially in more difficult times and markets.

#ASX #smallcaps #investing #markets #trading #investments #sales, #biotech, #medtech

In this episode, we discuss small-cap companies' ASX listings with Andrew Whitten. We cover practical and compliance aspects, including the need for professional guidance in a highly regulated and technical environment.

Our conversation explores the benefits of being a public company, coping with market challenges, raising capital, pivoting businesses, and managing share registers effectively.

Andrew also explains the ASX listing rules, re-compliance, and backdoor listings (chapters 1 and 2) and the importance of shareholder communication for a listed company.

Find out more about Andrew and his contact details below:

https://www.prandium.com.au/andrew-whitten

In this episode we talk with David Williams, the founder of Kidder Williams about how he bought Tassal Group twice.

He takes us through how he structured a deal to give himself a free carried upside.

David also explains how investors, and more importantly CEOs should reflect on their own interests and skills so they can develop their own bags.

In this episode we speak to Michael D'Adamo about why oil is still important for industry despite the move towards decarbonisation. He takes us through the company and technical considerations before a company explores for oil and gas. Michael also explains a lot of the terminology in the industry as well as classifications around defining and measuring oil reserves.

In this episode we speak to Glen Zurcher about why it is so important for listed companies to communicate their message effectively. We explain a wholistic approach to Investor Relations which includes creating an existence, continually educating the audience and where the message ends up. Most importantly we talk about how an understanding of IR helps the investor.

• https://viriair.com/

In this episode we chat with Andre Marschke from Scintilla Capital.

Scintilla is a small and nano cap focused fund that invests on the ASX with an impressive performance record and several ten baggers over the years.

We discuss what to look for in a small cap and the types of people that can successfully execute.

Then a few practical things like when to sell and techniques for hedging portfolios.

• https://www.linkedin.com/in/andre-marschke-676b575
• http://www.scintillacapital.com.au

Just a short episode to update with what's happening on the show.

To get in touch with us, pick whatever suits you best.

• pod@trawlingfortenbaggers.com,
• https://twitter.com/Trawlingfor10x
• https://www.linkedin.com/company/trawling-for-ten-baggers