428 Episodes

  1. We’re Back. And so are Mega Deals

    Published: 1/20/2025
  2. Biggest Mining stories of 2024 – AFR’s Peter Ker

    Published: 12/19/2024
  3. 18 Fundies’ Predictions for Commodities is 2025 (Part 2)

    Published: 12/18/2024
  4. 18 Fund Managers tell us their 2025 Big Bets (Part 1)

    Published: 12/17/2024
  5. Rio’s Stausholm makes his defining bet

    Published: 12/16/2024
  6. 16 Copper Takeover Targets to Follow (Tom Woolrych)

    Published: 12/13/2024
  7. An unfiltered conversation with Jennifer Hewett

    Published: 12/12/2024
  8. $1.5B for a 4th Quartile Mine?

    Published: 12/10/2024
  9. Eneabba: A $2b Disaster in Waiting?

    Published: 12/9/2024
  10. Mining Management and Industry Changes (Tucker & Dahmer part 2)

    Published: 12/6/2024
  11. Rio lights up the junior copper market

    Published: 12/5/2024
  12. De Grey vs Spartan: Bush Math Battle

    Published: 12/3/2024
  13. NST’s $5B Deal: Most Expensive Undeveloped Gold Mine Ever

    Published: 12/2/2024
  14. Underground Mining in the weeds (Tucker and Dahmer Part 1)

    Published: 11/29/2024
  15. Matt Warder & Koala Unpack Peabody’s $3B+ Coal Deal

    Published: 11/28/2024
  16. Do diamond miners have a future? (Paul Zimnisky)

    Published: 11/26/2024
  17. Boss Energy vs The Shorters… Who wins?

    Published: 11/25/2024
  18. Turning a deposit into a mine (Entech interview)

    Published: 11/22/2024
  19. Ellison Speaks. What Really Matters for MinRes Now?

    Published: 11/21/2024
  20. We unpack 2 North American Deals

    Published: 11/19/2024

3 / 22

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.