Latest Episodes
What Could Go Wrong at Liontown + Khoemacau sells for US$2b
Matty led the way today diving into the key risks that Liontown (LTR) will face over the coming quarters as they construct & ramp...
Capital raisings, lithium deals and an AGM highlight
We start off the week by dissecting the capital raisings of Spartan (SPR) and Peninsula (PEN), focusing on some vague & excessive “use of...
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Underrated mining businesses, physical uranium or equities & the commodities to be in with Sam Berridge (part 2)
On part 2 of our fascinating chat with natural resource fund manager Sam Berridge we pulled apart a number of his stock picks, highlighting...
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Sam Berridge on the state of the market, China’s retreating influence & the energy setup (Part 1)
We had the opportunity to sit down with Sam Berridge, natural resource fund manager at Perennial, for a wide-ranging chat. We started on the...
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Glencore buys Teck’s met coal assets while Atlantic Lithium bounces takeover
A brief word on the MinRes buying of Azure stock before we opened up on the continuing woes at Panoramic (PAN). We had a...
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More Azure Suitors? + Who’s getting the better deal: Allkem or Livent
Azure is getting bid well over $4/share so naturally that got us chatting today. Then, big news out of America that ExxonMobil is “becoming...