428 Episodes

  1. SBM’s Market Cap is Less Than Cash!? Will E25 Make Manganese Cool Again?

    Published: 7/10/2023
  2. Aeris Pulls Guidance and PMET Short Report Emerges

    Published: 7/7/2023
  3. Unpacking the Unfolding Uranium Universe

    Published: 7/6/2023
  4. What’s Next for Westgold ft Wayne + Gold News Galore

    Published: 7/5/2023
  5. Canada, Commodities & the Supply Crunch with Matthew Langsford, Terra Capital

    Published: 7/4/2023
  6. DEVELOP to Turbocharge Growth with Lithium Takeover!

    Published: 7/3/2023
  7. The Forgotten Fund in Mining Investment – La Mancha

    Published: 6/30/2023
  8. Should Perseus Buy WAF? + The Port Lithium Hopefuls Need

    Published: 6/29/2023
  9. Westgold Plot Thickens and Jervois raising AGAIN!

    Published: 6/28/2023
  10. We Tiptoe into the Tantalizing Tin Baron World (aka Metals X)

    Published: 6/27/2023
  11. Musgrave REJECT Westgold and the Market Disapproves Perenti’s DDH1 takeover

    Published: 6/26/2023
  12. The Top 5 Rules of Investing in Resources Companies with Mining Luminary Allan Trench

    Published: 6/23/2023
  13. Northern Star Spends Up For Super Pit – Bond 2.0?

    Published: 6/22/2023
  14. Questioning Sayona’s Study & Speculating on Silver Lake M&A

    Published: 6/21/2023
  15. Is AZS’s New Lithium Discovery Worth $1 Billion Already?

    Published: 6/20/2023
  16. What is happening with MinRes’ Mega Lithium Business?

    Published: 6/19/2023
  17. David Flanagan Answers the ‘Word On The Decline’

    Published: 6/16/2023
  18. Gina Makes Her Lithium Move

    Published: 6/15/2023
  19. Panoramic’s Mill Mishap, do they need to Raise to Remedy it?

    Published: 6/14/2023
  20. End game for AVZ Minerals?

    Published: 6/13/2023

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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.