428 Episodes

  1. Which of these 3 Miners Took Gold?

    Published: 14/10/2024

  2. China’s Conundrum and what it means for Commodities (Huw McKay)

    Published: 11/10/2024

  3. What does Rio’s brine bet mean for spod?

    Published: 10/10/2024

  4. What’s MinRes Scheming in Mauritania?

    Published: 8/10/2024

  5. A Message to Rio from an Arcadium Shareholder

    Published: 7/10/2024

  6. Building Mining Behemoths from Acorns (Owen Hegarty)

    Published: 4/10/2024

  7. Is Ganfeng Bearish Pilbara Minerals?

    Published: 3/10/2024

  8. The Miners on our Radar this Quarterly Season

    Published: 1/10/2024

  9. Commodities Rip Higher on China Stimulus

    Published: 30/09/2024

  10. Why the Lithium Market Has Bottomed with YJ Lee

    Published: 27/09/2024

  11. Why are 3 billionaires in the shadows of these two gold projects?

    Published: 26/09/2024

  12. 2 Miners Battle Short Reports – Who Wins?

    Published: 24/09/2024

  13. Chris Judd on the Macro Themes Moving the Market

    Published: 23/09/2024

  14. The Hype around Hybrids is Rubbish (Andy Leyland Interview)

    Published: 20/09/2024

  15. What’s Missing from Lotus’s Study?

    Published: 19/09/2024

  16. These 8 Gold Juniors are on our M&A Watchlists

    Published: 17/09/2024

  17. Is $85/lb the new Uranium Floor?

    Published: 16/09/2024

  18. Le Shrub: The Case for Commodities and Fading the "Monkeys"

    Published: 13/09/2024

  19. Is the lithium bottom in?

    Published: 12/09/2024

  20. Greatland copy the NST Playbook

    Published: 10/09/2024

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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.