We had the delight of chatting with two insightful junior mining analysts on how to find early-stage projects that are capable of generating shareholder value over time.

Vukasin Pekovic posts regularly on Twitter (@VukasinPekovic) and CrimsonCarp writes a thoughtful Substack (https://crimsoncarp.substack.com) tapping into his years of geological experience.

We dive into how their individual approaches differ, the key learnings over their years of experience as well as the counterintuitive tricks of the trade.

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Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)

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(0:00:00)Introduction

(0:03:55)Geological Alpha

(0:08:54)Copper and Gold edge

(0:13:00)CC likes what?

(0:15:14)Buy before or after first drillhole?

(0:31:45)Scaling up the investment size

(0:37:45)Selling too early

(0:40:05)How to know when you might be onto a winner?

(1:04:20)Rapid fire for the lads

A Change of Heart | Part Three