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On the Couch with Richard Morrow: Gold, Miners and Market Moves
Manage episode 489734944 series 2991631
Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.
In this episode, Henry Jennings chats with long-time friend and trusted gold expert, Richard Morrow. Known for his deep knowledge of the precious metal, especially Victorian gold, Richard is not only a broker but also a director of the Lowell Resource Fund (ASX: LRT) and a former Chair of the Melbourne Mining Club. He's also a Fellow of the AusIMM and an honorary member of the AusIMM Investment Advisory Committee.
More importantly, he's one of the nicest people in the industry.
Talking Points:
- A broad discussion on gold to kick things off
- Where did Richard's passion for gold begin?
- Why gold, where is it going, and is he still bullish?
- How does the gold price impact miners directly?
- Is there more leverage in gold miners compared to the metal itself?
- A shift in focus to what's happening in Victoria
- Victoria has produced 80Moz since 1850, with another 80Moz still in the ground
- Southern Cross at Sunday Creek (SX2) has become a $1.8bn company in five years - is it overvalued now?
- A look at some of the junior players that could be the next SX2 - any exciting drill programs on the radar?
Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.
If you’re looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.
Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.
Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
140 episodes
Manage episode 489734944 series 2991631
Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.
In this episode, Henry Jennings chats with long-time friend and trusted gold expert, Richard Morrow. Known for his deep knowledge of the precious metal, especially Victorian gold, Richard is not only a broker but also a director of the Lowell Resource Fund (ASX: LRT) and a former Chair of the Melbourne Mining Club. He's also a Fellow of the AusIMM and an honorary member of the AusIMM Investment Advisory Committee.
More importantly, he's one of the nicest people in the industry.
Talking Points:
- A broad discussion on gold to kick things off
- Where did Richard's passion for gold begin?
- Why gold, where is it going, and is he still bullish?
- How does the gold price impact miners directly?
- Is there more leverage in gold miners compared to the metal itself?
- A shift in focus to what's happening in Victoria
- Victoria has produced 80Moz since 1850, with another 80Moz still in the ground
- Southern Cross at Sunday Creek (SX2) has become a $1.8bn company in five years - is it overvalued now?
- A look at some of the junior players that could be the next SX2 - any exciting drill programs on the radar?
Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.
If you’re looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.
Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.
Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
140 episodes
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