Money of Mine The 9 Red Flags in Exploration Investing (Roland Gotthard)
There’s plenty of alpha to be made — and money to be saved — by learning from a sceptical geologist. So we interviewed one.
Roland Gotthard has built a reputation for calling out poordisclosure practices, guiding investors on what to watch for, and recognising when companies get it right.
In this episode, Roland shares the lessons he’s learned fromyears of scrutinising company reporting and navigating the grey areas of themining market.
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TIMESTAMPS
00:00 Introduction
00:46 Why JORCWTF?
02:25 The geologist skillset
08:20 The internal pressure of being a geo
12:40 Influences on bad disclosure
17:50 The small cap dilemma
21:34 The directors special
27:33 More red flags
31:26 Nuances to the directors special
39:04 Why maps
41:25 Metallurgy red flags
51:00 What to infer from Geotech work
54:36 Yellow flags
1:02:58 Never reported drilling
1:03:33 Being an outsider
1:04:50 Why continue JORCWTF
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PARTNERS
Thank you to the mining services businesses that make thiscontent possible:
· Grounded - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: pn@groundedgroup.com.au
· Sandvik Ground Support – The only ground supportyou’ll ever need
· Cross Boundary Energy – Independent power producer for the global mining industry | tim.taylor@crossboundary.com +61 466 184 943
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FOLLOW & CONNECT
• YouTube: @MoneyofMine
• Twitter / X: @moneyofminepod
• LinkedIn | Instagram | Facebook
• 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 andentertainment purposes only and is of general nature only.
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