428 Jaksot

  1. Mining Heavyweight Mark Cutifani Weighs in on Capex Blowouts, Cost Curves & How Miners Can Re-Rate!

    Julkaistiin: 2.11.2023

  2. We Give the Mic to an AVZ Shareholder + Kingsley Jones at IMARC Day 1

    Julkaistiin: 1.11.2023

  3. How The Wave of Consolidation Play Out with Anthony Kavanagh of Chester Asset Management (Part 2)

    Julkaistiin: 31.10.2023

  4. Making Sense of the Macro & Commodity Bull Market Thesis with Anthony Kavanagh of Chester (Part 1)

    Julkaistiin: 30.10.2023

  5. All you need to know from this weeks quarterly reports!

    Julkaistiin: 27.10.2023

  6. Andover your AZS shares at $3.52!

    Julkaistiin: 26.10.2023

  7. Todd Malan debunks the “Alphabet Soup” of US Policy and the Giant Impact on Mining Investment

    Julkaistiin: 25.10.2023

  8. We Recap Today’s Quarterlies So You Don’t Have To!

    Julkaistiin: 24.10.2023

  9. Azure Takeover!? Wildcat’s Stonking Hit and Develop’s Done Deal

    Julkaistiin: 23.10.2023

  10. Avoiding Red Flags and Timing the Entry with Rick Squire & Karina Bader of Acorn Capital

    Julkaistiin: 20.10.2023

  11. Rusty Delroy on the Enormous Implications of “Business as Usual” for Miners (Part 2)

    Julkaistiin: 19.10.2023

  12. Deals Deals Deals! Whitehaven’s Wins BHP’s Mines and LPI gets scooped up by Codelco

    Julkaistiin: 18.10.2023

  13. Liontown in Limbo as Albemarle Walks, Genesis Wraps up Dacian

    Julkaistiin: 17.10.2023

  14. Rusty Returns: Why Now Is Time To Seriously Discuss Price Bifurcation (Part 1)

    Julkaistiin: 16.10.2023

  15. Tribeca’s Guy Keller on Why He Is So Bullish Uranium Miners

    Julkaistiin: 13.10.2023

  16. Will Gina Kill the Liontown Bid? + The “Value Trap” With NEGATIVE $100m EV?

    Julkaistiin: 12.10.2023

  17. The Top-Down Filtering Process for Picking Stocks with Resource Fund Manager Dave Franklyn

    Julkaistiin: 11.10.2023

  18. Azure’s up-and-down couple of days, while Bellevue hits crunch time

    Julkaistiin: 10.10.2023

  19. Multi-Billion Dollar Capex, 4000m Elevation, No Power … and still Attractive? Explaining Filo Mining

    Julkaistiin: 9.10.2023

  20. World’s First Podcast in a Pit

    Julkaistiin: 7.10.2023

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An ex-underground miner, a couple of ex-investment bankers, and an ex-equity research guy breaking down the mining news that matters in markets. It's a bit of entertainment, information, and occasionally some alpha.