Trawling for Ten Baggers

In this episode we talk with David Williams, the founder of Kidder Williams about how he bought Tassal Group twice. He takes us through how he structured a deal to give himself a free carried upside.  David also explains how investors, and more importantly CEOs should reflect on their own interests and skills so they can develop their own bags.

In this episode we speak to Michael D'Adamo about why oil is still important for industry despite the move towards decarbonisation. He takes us through the company and technical considerations before a company explores for oil and gas. Michael also explains a lot of the terminology in the industry as well as classifications around defining and measuring oil reserves.

In this episode we speak to Glen Zurcher about why it is so important for listed companies to communicate their message effectively. We explain a wholistic approach to Investor Relations which includes creating an existence, continually educating the audience and where the message ends up.  Most importantly we talk about how an understanding of IR helps the investor. https://viriair.com/

In this episode we chat with Andre Marschke from Scintilla Capital. Scintilla is a small and nano cap focused fund that invests on the ASX with an impressive performance record and several ten baggers over the years.     We discuss what to look for in a small cap and the types of people that can successfully execute. Then a few practical things like when to sell and techniques for hedging portfolios. https://www.linkedin.com/in/andre-marschke-676b575 http://www.scintillacapital.com.au

Just a short episode to update with what's happening on the show. To get in touch with us, pick whatever suits you best. pod@trawlingfortenbaggers.com, https://twitter.com/Trawlingfor10x https://www.linkedin.com/company/trawling-for-ten-baggers  

In this episode we speak to Emilie and Cluny about the different considerations that participants on both the buy and sell side take into account when looking into a company or investment.    We dig into ESG, what it means, why it matters and the performance edge when using it as a criteria for choosing investments.   Cluny and Emilie also host their own podcast 'Alpha Females Invest' for those who want to elevate their investing knowledge. They aim to promote gender diversity by having at least an equal representation of female guests on their show and cover a wide range of financial topics.  https://alphafemalesinvest.com.au https://www.instagram.com/alphafemalesinvest https://player.whooshkaa.com/shows/the-alpha-females-invest 

This episode is all about you.  Your emotions, your psychology and how important it is to manage your expectations, emotions and life - to make sure you have the best chance of succeeding in the market. We talk with Savilian about the importance of mental health and being on top of your game. He talks to us about his trading journey, struggles and techniques to try and continue improving. Sav is an intraday scalper, quite different to many of our previous guests. Almost all the content we cover in the episode though applies regardless of whether you are day trading stocks or holding for longer periods of time. You can find out more about Savilian here:   https://twitter.com/Savilianraps https://www.youtube.com/user/JustaSavilian/ https://open.spotify.com/artist/2TezkvmwKedDg7dslOyRYi https://www.savilianmusic.com/    

In this episode we are joined by Warwick Grigor from Far East Capital. This is the second time Warwick has joined us on the show and many things have changed since our first discussion. We talk about about the goings on in the small cap resources market in 2020 and the first half of 2021, the increased number of IPOs which have recently been listing, the change in behavior of market participants and more. http://www.fareastcapital.com.au/ Previous discussion with Warwick in August 2019

In this episode we chat with Shane Wee from Alto Capital and discuss his background, experience in the finance industry and passions outside of work.  We talk about the importance of loyalty, mentorship and mental health as well as the regular ten bagger related topics and tips.  https://themagiccoat.com/ https://www.amazon.com/Dont-Sweat-Small-Stuff-Its/dp/0786881852

This episode is a conversation we recorded with Ted Richards earlier in 2020. We discuss behaviour finance, the human factors and psychology that comes into financial decision making.  We talk about some of the common behavioural biases and reasons people make, or struggle to make good decisions. Ted works at Six Park, an automated investing platform that helps remove some of the human factors in investment decision making. The Richards Report Podcast https://www.sixpark.com.au/

In this episode we talk to Ian Cassel a prominent microcap investor, author and founder of MicroCapClub.com  We hear about how Ian found himself so passionate about microcaps and what he learnt throughout his journey. The discussion covers liquidity in microcaps, how to research and identify potential multibaggers and position sizes in a portfolio.    Links and books discussed: https://microcapclub.com/  http://csinvesting.org/wp-content/uploads/2013/01/Liquidity-as-an-Investing-Style.pdf https://www.amazon.com.au/Intelligent-Fanatics-Project-Sustainable-Businesses-ebook/dp/B01HLCUA7M https://www.amazon.com.au/Sleuth-Investor-Uncover-Stocks-Before/dp/0071481850

David is a portfolio manager at Altor Capital and manages the Altor Alpha Fund.As at October 2020 the Alpha fund has returned over 240% since its inception in April 2019.In this discussion David shares his thoughts on the current market conditions, the way he approaches small companies and running a portfolio of different stocks through different market cycles.   

We talk with Shaun Factor from 180 Markets.Shaun is an active trader in small caps on the ASX.We talk with Shaun about his background, early trading and experiences in the 2000's tech boom.  What he learnt along the way, how he trades now and that has changed. 

On the way to a ten bagger is usually lots of paperwork. For both the company and shareholders.  In this episode we talk to Toby Hicks who works in corporate law at Steinepreis Paganin.  We discuss what all the paperwork you receive means and why it is sent. Toby explains what companies have to keep in mind when raising capital and why they might choose a certain method. He also details the different types of resolutions at AGM or EGMs, the importance of the details and what happens when steps are missed.For a written article covering the types of capital raises check out this great summary Toby published on LinkedIn. 

In this episode we speak with Alex Rovira who talks us through the process of trying to identify and develop economic mineral deposits.  From pegging the ground, identifying who's running the company, surveying the ground, getting drilling happening, and what makes a deposit economic.We dig into some of the technical aspects of exploration and mining, trying to help explain it in a way that anyone can understand.Even if you don't usually invest or explore resource and mining companies, this episode will give you an overview of how this part of the market operates and what investors and speculators are looking for.

In this episode we talk to Harley Grosser, founder of Capital H ManagementHarley is an active small and microcap investor, who started trading his personal account, then gained experience working at a small cap fund manager and subsequently launched his own fund.We talk about the things Harley's background, what got him interested and invested in stock and what he looks for in a company.Techniques and considerations to work out what is in an undervalued company and what make it might take for the market to revalue it. 

We speak with David Blake from Bioshares about all things Biotech.   Biotech shares are often volatile and valations can change very quickly.This episode explains the different types of life sciences companies, major milestones and catalysts.  We also talk about what to consider when investing in biotech companies and opportunities for smaller and private investors.You can find more or contact David via http://www.bioshares.com.au/

We talk in this short episode with David Blake from Bioshares about Covid-19 about how its diagnosed, potential treatments, vaccines and investment implications.This is something different to our usual contents and quite specific to the current market and events happening.This is just a short snippet from a much longer and wide ranging conversation which will appear in your feed soon.

In this episode we talk with Mark Tobin and discuss his experience analysing and investing in small cap stocks. He talks us through his background, personal investing approach and attributes he's observed in successful small caps that have grown much larger.We discuss what professional fund managers are looking for in a smaller company and how a smaller investor can use this to their advantage, the long term approach to holding small caps, portfolio allocation, and much more.To register for the next Coffee Microcaps event in March 2020 you can book here: https://events.humanitix.com/copy-of-coffee-microcaps-conference-oq12dfawMarks Livewire article he mentions in the show.https://www.coffeemicrocaps.comhttps://twitter.com/CMicrocaps

In this episode we talk with Ivan Tanner who is a private investor predominately in small cap ASX companies. Ivan takes a high conviction approach building a substantial stake in a company once he has done his requisite diligence and research.We talk about the psychology of money, understanding what your own unique approach is, advantages of running a small account balance and some of his techniques to asses company management teams.The books Ivan mentions in the show are:https://www.amazon.com.au/Beating-Street-Peter-Lynch-ebook/dp/B00768D664https://www.amazon.com/Encyclopedia-Chart-Patterns-Thomas-Bulkowski/dp/0471668265https://www.amazon.com/Japanese-Candlestick-Charting-Techniques-Contemporary-ebook/dp/B00CS74GBMhttps://www.amazon.com/Happy-Money-Japanese-Making-Peace/dp/1501188372https://www.amazon.com/Art-Execution-worlds-investors-millions/dp/085719495Xhttps://www.amazon.com/Principles-Life-Work-Ray-Dalio/dp/1501124021

We are ten episodes in and hope you have enjoyed listening to the content as much as we have recording them.In this episode Sam and Joel briefly recap the episodes so far and key themes. We also put out the call, what do you want to hear more of.Let us know via social media, email, or whatever works best for you. Do you want more trader talk, more corporate finance folk, more technical information, or something else?We need your help to know what you like most so we can produce more of that. Thanks for your support so far, we really appreciate it and are looking forward to releasing more interviews very soon.

In this episode we speak with Ray Shorrocks about what needs to happen for a small cap, to effectively grow into a large cap. He explains the importance of board and management composition, the skill sets and succession planning required as well as the industry, specialist and shareholder support needed as a company grows.Ray has been a part of the management team of several companies who recently made the shift from small caps to $200m+ in market capitalisation.

In this episode with talk with Paul Hart from Canary Capital.Paul talks about his involvement recapitalising a $500 000 shell company, securing a project turning it into a $200m+ market cap producing company.We also talk about some of the investment areas he is looking at currently.Read more about the Red River Resources story at the canary website or you can contact Paul or the team .

This is part two of a conversation with Alan Edmunds. Make sure to check back and listen to episode #007 first.Alan is a small cap market speculator, routinely trading small market cap companies on the ASX.In the discussion explore ways to screen sectors and themes to help narrow down an investment universe. How speculators can do their own investment and market research and the use to technical indicators to assist with trading.Alan's website has a discussion forum as well as his monthly trading updates.https://www.cthgpro.comhttps://twitter.com/Alonzo_CTHG

This is the first half of a long conversation we had with Alan Edmunds from www.cthgpro.comAlan is a small cap market speculator, routinely trading small market cap companies on the ASX. Alan recently turned a $1m account into over $2.5m in under 12 months.In the discussion we cover many topics including sector analysis, combining technical analysis with fundamentals, how to scale in and out, interaction with management, how to hold onto a stock as it puts on multibags and when to take profits.Alan's website has a discussion forum as well as his monthly trading updates.https://www.cthgpro.comhttps://twitter.com/Alonzo_CTHG

We discuss with Jonathon discusses importance and challenges identifying themes and companies. What stages happen before a company is listed on the ASX, the role of corporate advisers and the current state of the market.https://www.prenzlergroup.com.au/

In this episode we talk with Faheem from 952i Capital.He talks about how he started in the market, pitfalls to watch out for.How to identify potential ten baggers in industrial, resources and other sectors and being aware of who is backing a company.Faheem is on twitter at @F952i and generously provided a summary as well as additional information after the interview including his tips and book suggestions.

Most small and growth companies will require additional capital as they grow their business on the hopeful path to a ten bagger.In this episode we sit down with Ben Williamson from Fresh Equities to talk the ins and outs of how companies raise capital when listed on the ASX.What is a placement, rights issue or share purchase plan. How do companies decide the price of the raise and what happens behind the scenes.You can contact Ben via https://www.freshequities.com/

This episode we talk with Adrian Byass.We discuss identifying projects that are worthwhile even if they have been looked over before.The background and reasons for JORC reporting (you can read more on the http://www.jorc.org/ website) We also cover what needs to be considered when valuing a mineral resource and the types and costs of drilling.

In this discussion with Warwick Grigor we talk about his background, experience working in a number of different companies and directorships of listed resources companies. Warwick explains what things have changed in the market over time and some of the things which always seem to stay the same.You can find out more or contact Warwick via his website: http://www.fareastcapital.com.au

In this introductory episode Sam and Joel introduce themselves, discuss their backgrounds and what they hope to do in future podcast episodes.We would love any feedback. Please get in touch with us on twitter @Trawlingfor10x or email pod@trawlingfortenbaggers.comSome of the other finance Podcasts we like and mention in the episode.https://equitymates.com/https://www.raskfinance.com/the-australian-finance-podcast/https://soundcloud.com/twmpodcast