428 Episodes

  1. The Anglo American Endgame

    Published: 4/29/2024
  2. Will BHP get Anglo… Eventually?

    Published: 4/26/2024
  3. Is tin the next uranium? (Brian Laks interview)

    Published: 4/24/2024
  4. Will LIC Activism Upend Aussie Funds Management? (WAM Interview)

    Published: 4/23/2024
  5. S32’s GEMCO damage revealed + BSE’s 188%-premium takeover

    Published: 4/22/2024
  6. Uranium Mining all the way to Nuclear Power – Mike Alkin interview

    Published: 4/19/2024
  7. Gold Quarterlies: Performers vs. Disappointers

    Published: 4/18/2024
  8. Miners get Hit with Big Down Day

    Published: 4/16/2024
  9. Gold Road Crashes on Raising Rumours for Billion Dollar Deal

    Published: 4/15/2024
  10. Make-or-break mining projects (Nathan Stoitis Interview)

    Published: 4/12/2024
  11. Is the commodity “supercycle” starting?

    Published: 4/11/2024
  12. Why MINs bailed out of DVP + What’s the next gold deal?

    Published: 4/9/2024
  13. Karora and Westgold in $2.2b deal and is the Azure deal at risk!?

    Published: 4/8/2024
  14. Why the exploration funding model is broken (Ahmad Saleem Interview)

    Published: 4/5/2024
  15. The Fumble in the Jungle continues, WR1 go bargain hunting

    Published: 4/4/2024
  16. Compare the Pair: Westgold vs Ramelius

    Published: 4/3/2024
  17. Who’s Karora’s mystery suitor? + Finally, a QLD Copper Deal

    Published: 4/2/2024
  18. Our Most Open Discussion on Shorting (Will Thomson Interview)

    Published: 3/28/2024
  19. Albemarle looks to spark the market with $1,300/t sale

    Published: 3/27/2024
  20. 29M sinks while copper rips

    Published: 3/26/2024

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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.