428 Episodo

  1. Ellison says “f@*# You” to Balance Sheet Critics, IGO’s Real Numbers & Pilbara’s Plans

    Publicado: 22/2/2024
  2. Are we at the Start of a Commodities Bull Market?

    Publicado: 21/2/2024
  3. BHP’s Big Decision + what to make of Sayona’s DFS

    Publicado: 20/2/2024
  4. A Company you Can’t Bet Against + How PLS Defies Gravity (Investor Romano Sala Tenna Interview)

    Publicado: 19/2/2024
  5. Legendary Mining Analyst John Macdonald on Spotting Companies Tricks & Calling it how it is

    Publicado: 16/2/2024
  6. BHP’s Massive Write-down + S32 try Polish Hermosa

    Publicado: 15/2/2024
  7. Queensland Copper M&A + Do EVN make Money?

    Publicado: 14/2/2024
  8. Strike Energy’s Duster + Kalgoorlie M&A

    Publicado: 13/2/2024
  9. Liontown Shareholders wait for Gina

    Publicado: 12/2/2024
  10. The 4 Adages for Resources Investors to Live By According to Emmanuel Datt

    Publicado: 9/2/2024
  11. Are MinRes Short on Cash? + Investor Ausbil Dumps Longtime Holding

    Publicado: 8/2/2024
  12. Vas Piperoglou on Maintaining Conviction & Selling into Speculation

    Publicado: 7/2/2024
  13. Kazakhstan put U-market on Alert + How Solid is S32?

    Publicado: 6/2/2024
  14. Red5 Dangles the Carrot for Genesis in $2.2Bn Merger with Silver Lake

    Publicado: 5/2/2024
  15. Justin Huhn on the Uranium Supply Crunch, ETF Impact & China's Influence on the Market

    Publicado: 2/2/2024
  16. Name & Shame! + Just when IGO thought things couldn’t get worse…

    Publicado: 1/2/2024
  17. IGO used to be Shiny. Now Everything is Going to S**t

    Publicado: 31/1/2024
  18. The Good, the Bad and the Ugly of ASX Copper Miners

    Publicado: 30/1/2024
  19. Bellevue Faces the Music as IGO Braces For the Same

    Publicado: 29/1/2024
  20. Our Thoughts on Owing the Rock, Certain Commodities & AISC (Unscripted Q&A)

    Publicado: 26/1/2024

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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.