428 Episodo

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

    Publicado: 2/11/2023

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

    Publicado: 1/11/2023

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

    Publicado: 31/10/2023

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

    Publicado: 30/10/2023

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

    Publicado: 27/10/2023

  6. Andover your AZS shares at $3.52!

    Publicado: 26/10/2023

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

    Publicado: 25/10/2023

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

    Publicado: 24/10/2023

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

    Publicado: 23/10/2023

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

    Publicado: 20/10/2023

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

    Publicado: 19/10/2023

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

    Publicado: 18/10/2023

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

    Publicado: 17/10/2023

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

    Publicado: 16/10/2023

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

    Publicado: 13/10/2023

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

    Publicado: 12/10/2023

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

    Publicado: 11/10/2023

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

    Publicado: 10/10/2023

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

    Publicado: 9/10/2023

  20. World’s First Podcast in a Pit

    Publicado: 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.