Money of Mine Legendary Mining Analyst John Macdonald on Spotting Companies Tricks & Calling it how it is
We had the great privilege of sitting down with John Macdonald, a legendary mining analyst.
We delved into the conflicts of staying true to your views and not being swayed by outside pressures, the common tricks that companies get up to, how he spotted richly valued as well as promising businesses, what the real costs that investors should follow are and a whole heap more.
All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.
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TIMESTAMPS
(0:00:00)Introduction
(0:02:47)Charting to the next Extreme
(0:09:58)Welcoming Johnny Mac on MoM
(0:11:37)Some of the big calls (Perseus, Ramelius + Dacian)
(0:22:56)The downfall of Sons of Gwalia
(0:33:08)Banking commitments for Liontown
(0:34:36)Reflection on being an Analyst
(0:37:41)Using the CAIC (Corporate All-In cost)
(0:45:36)Red flags in company reporting
(0:47:49)How to assess management teams
(0:52:21)The discount in valuation for African miners
(0:59:14)Forecasting commodity prices
(1:01:18)Any surprise with recent Lithium movement?
(1:03:06)Gold vs base metals miners