Welcome to the latest On the Couch. This occasional podcast series of chats with fund managers, CEO’s and brokers aims to give you an insight into the investing world. In this episode, I am joined by John Caulfield from VanEck - Director, Intermediaries and Institutions

John joined VanEck Australia in 2014 and has over 20 years of experience in the finance sector. He is an ETF expert and is regularly featured on AusBiz and podcasts like Equity Mates. He is responsible for the institutional and intermediary client business in New South Wales, Queensland and New Zealand. John previously worked at FTSE Group (Australia) as the Director of Business Development, and at the London Metal Exchange. John has a Bachelor of Business Science (Hons) in Finance from the University of Cape Town.

Some of the things we discuss

• How are ETFs handling this volatility?
• Given the current volatility, what strategy should ETF investors use?
• Are there any products that can help with managing volatility?
• Where do you see the opportunities in the current market?
• Some see the rise of Passive ETFs as a bad thing, is it a bad thing?
• Do ETFs distort the market and chase the winners to extreme levels?
• What are the trends in the ETF market?
• Are they a great way for beginners in the investing world to build wealth over the long term?
• You put out a magnificent email every week, how do our members access that?

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

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Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this episode, Henry Jennings is joined by Luke Cummings from Harvest Lane Asset Management.

Luke is the Chief Investment Officer and Managing Director of this pure-play M&A fund, specialising in takeover arbitrage.

He has more than 20 years of financial markets experience.

In this podcast, they discuss:

• Why M&A?
• The M&A Checklist.
• What is so special about Harvest Lane?
• How do you assess the risk-reward of a bid going through?
• Do you identify M&A targets beforehand (and take a position) or wait until the deal is announced?
• Is there an optimal point to take profits?
• What sort of return do you target for a bid situation?
• What advice can you give to retail investors playing this game?

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.

Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio.

Henry Jennings answers your questions in real-time, making for a fast, furious and fun session.

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this episode, Henry Jennings is joined by Colin Moorhead, Executive Chairman and MD at Xanadu Mines (ASX: XAM).

Colin is an experienced industry executive with a demonstrated track record of over three decades building value in mining companies.

A geologist by training, Colin is a Fellow, Chartered Professional and Immediate Past President of AUSIMM, a graduate of AICD and Harvard Business School Advanced Management Program (AMP).

Some of the topics covered:

• Let’s talk copper. Big rally, can it keep going? Where are the big growth projects? (Starts at 1:47)
• What is the attraction of Mongolia? How do the locals feel about the project? (Starts at 4:22)
• Brief overview of Xanadu and why it should be on investors' radar. (Starts at 7:09)
• How does a company with a market cap of around $120m get maximum leverage without being diluted out by its partners? (Starts at 10:26)
• The Bacchus adviser role. Funding options. (Starts at 13:14)
• Working relationship with Zijin Mining, what are they like? (Starts at 13:48)
• When is the PFS due, and what key changes are expected relative to the scoping study? (Starts at 15:40)
• Let's talk about grades. Is 0.3% going to cut it? Is it going to be an open pit to begin with (like RIO)? (Starts at 18:16)
• When do you plan to recommence deep drilling? Will fresh funds need to be raised for that? (Starts at 19:33)
• Other 2 projects (Red Mountain + Sant Tolgoi), what are the ownership and current activities on each? (Starts at 22:54)
• What are the expected milestones for 2024? (Starts at 23:48)
• With Zijin at 19% of the company, is there a risk it could bid for the whole company before a serious value uplift? (Starts at 24:50)
• Will there be more industry consolidation with BHP kicking things off? (Starts at 25:30)
• As an ASX investor, it’s hard to find copper plays since Oz Minerals was bought by BHP, only really SFR. It’s particularly hard to find quality companies run by good quality management with good quality projects. (Starts at 26:48)
• Mongolian insights into people, infrastructure, political system and climate. (Starts at 29:40)

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.

Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio.

Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this episode, Henry Jennings is joined by Dr Francis Wedin, Executive Chair at Vulcan Energy (ASX/FSE: VUL).

Henry has chatted with Francis a couple of times in the past, and this time you get to hear about Vulcan's progress on its Lithium Extraction Optimisation Plant (LEOP) in Germany.

Dr Wedin is a battery materials and renewable energy industry executive, focused on developing global-scale decarbonisation opportunities.

He founded Vulcan Energy and its Zero Carbon Lithium™ Business. They are aiming to become the world’s first dual lithium chemicals and renewable energy producer with net zero greenhouse gas emissions.​

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.

Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio.

Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this episode, Henry Jennings is joined by George Hadjia, Chief Investment Officer at Bristlemoon Capital.

George is back from a 5-year stint in New York with Montaka Global Investments, set up by Andrew Macken and Chris Demasi. He is now setting up his own hedge fund.

In this podcast, they talk hedge funds, New York, investing styles, shorting, the good and the bad, and a couple of international stocks on George's radar.

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.

Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio.

Henry Jennings answers your questions in real-time, making for a fast, furious and fun session.

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.