Tom Woolrych is back.
The man, the myth, geologist-turned-fund manager and champion of the GeoAlpha strategy returns to talk about how he's honed his investing style, plus a whole bunch of stocks catching his eye.
He's brought his geological models to visually walk us through each of them, teaching us plenty along the way.
In this ep, Tom covers:
• GeoAlpha and his third dimension on the Lassonde curve
• His conservative 5-6Moz read on San Lorenzo's Salvadora
• What's keeping Q2 Metals below a $1B market cap
• The vertical holes drilled in 2017 that walked straight past a gold system at a $30m junior
• What he makes of Aussie hopefuls Kaoko, Solstice & Midas
Follow Tom:
LinkedIn: https://www.linkedin.com/in/thomas-woolrych-b0087513/
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TIMESTAMPS
(0:00) Portfolio Returns
(4:30) GeoAlpha and the 3D Lassonde Curve
(13:10) San Lorenzo Gold: Why Stay Long at C$800M
(20:20) San Juan Porphyry, Bear Case, and Resource Potential
(26:30) Andina Copper and the Colombia Discount
(35:30) Q2 Metals: A Tier One Lithium Deposit
(41:20) Adding to Winners and Why Snowline Hasn't Been Bought
(44:50) Hercules Metals (BIG)
(52:50) Centauri Minerals
(58:00) Ongwe Minerals
(1:05:10) BPM Minerals
(1:08:50) Precore Gold
(1:17:30) Tectonic Metals
(1:20:30) ASX Discovery Hype: Kaoko, Midas, and Solstice
(1:28:00) Bad Geology, Newfound Gold, and Shorting
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FOLLOW & CONNECT
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• Twitter / X: @moneyofminepod
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• Travis Ricciardo: @TRAVmoneyofmine
• Jonas Dorling: @JDmoneyofmine
• Email us Word on the Decline: gc@moneyofmine.com
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DISCLAIMER
All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer.