Latest Episodes
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Deals Deals Deals! Whitehaven’s Wins BHP’s Mines and LPI gets scooped up by Codelco
A day for the deal junkies! Whitehaven (WHC) have been confirmed as the preferred bidder for BHP’s Blackwater and Daunia assets, in one of...
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Liontown in Limbo as Albemarle Walks, Genesis Wraps up Dacian
Liontown’s (LTR) mega-deal looks to be off the cards with Gina successfully foiling the plans. As Albemarle withdraws, we ask, what happens now? Where...
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Rusty Returns: Why Now Is Time To Seriously Discuss Price Bifurcation (Part 1)
Russell “Rusty” Delroy of Nero Resource Fund returns to chat with us and today he’s got an intriguing topic he wants to put under...
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Tribeca’s Guy Keller on Why He Is So Bullish Uranium Miners
We had the pleasure of unpacking Guy Keller’s insight on all things relating to the uranium market in this ripping interview just as yellow...
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Will Gina Kill the Liontown Bid? + The “Value Trap” With NEGATIVE $100m EV?
We get the ball rolling today with news that Albemarle (ALB) have an additional 7 days to work on their Liontown (LTR) bid whilst...
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The Top-Down Filtering Process for Picking Stocks with Resource Fund Manager Dave Franklyn
Today we sat down for a cracking chat with natural resource fund manager David Franklyn to drill into how he’s seeing the world. We...