Value Hive Podcast

Adrian Godas: Mining History, Alphamin Resources $AFM.V, District Metals $DXM, and Idea Generation

Apr 25, 2025

Adrian Godas, a battery metals consultant and author of 'Bajo Tierra', dives into the fascinating world of mining history and investment opportunities. He discusses the rich legacy of mining techniques that have stood the test of time. Adrian shares insights from his new role at FastMarkets and highlights investment strategies in companies like Alphamin Resources and District Metals amidst geopolitical challenges. The conversation also touches on the importance of networking and insider knowledge in discovering mining opportunities.

01:07:14

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Adrian Godas

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Quick takeaways

The podcast explores the historical evolution of mining, illustrating its deep-rooted significance in economic development from ancient to modern times.

Adrian Godas shares insights on his transition to FastMarkets, signaling a professional evolution that blends personal growth with industry innovation.

Discussion emphasizes the impact of geopolitical risks on mining investments, highlighting strategies for navigating market volatility and enhancing investor resilience.

Deep dives

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Intro

2min

Navigating FastMarkets: Transition and Insights

5min

Unearthing Mining's Legacy

4min

Unveiling Ancient Trade: A Historical Perspective on Commodities

2min

Navigating Mining Investments in Turbulent Times

26min

Navigating Investment Opportunities in the Mining Sector

3min

Navigating Mining Investments and Market Dynamics

26min

This is my first podcast with Adrian Godas and I am so excited to share it with you.

Adrian is one of the OGs that helped me learn the mining industry. He answered all my dumb questions, provided actionable investment ideas, and was a wealth of knowledge on the deep roots of mining history.

In this episode, we dive deep into:

The history of mining
Adrian's new role at Fast Markets
Alphamin $AFM
District Metals $DXM
Valeura Energy $VLE

And more! You are going to love it.

Big thanks to the sponsors as well!

Mitimco

This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, a website for emerging manager stockpickers.

For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

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