logo
episode-header-image
Aug 2024
1h 8m

Pilbara & Perseus make their move

Mineral Media
About this episode
tail spinning
Up next
Yesterday
Jeremy Raper Is Coming for Busted Mining Microcaps
His last Takeovers Panel fight cost him $3k. The one before that cost half a million.Activist investor Jeremy Raper is going after the ASX’s forgotten cash boxes, the broken mining microcaps that trade well below the cash they hold. AI has slashed the cost of taking on a board, a ... Show More
57m 6s
Oct 28
The Trader, the Infra Fund, the PE Shop and the Magnesium Bet | IMARC
We’re at IMARC, and we sat down with four guests from four very different corners of mining capital.Mark Kristoff of commodity trader Traxys, Sylvain Eckert of InfraVia’s French-backed critical metals fund, Jason Chang of private equity group EMR Capital, and Rob Stein, who left ... Show More
58m 10s
Oct 24
Mining Stocks Bleed: What's Behind the Carnage?
There's chaos across the board for mining shares… it’s red everywhere. The materials index officially a bear market losing over 20% of its value in just over a month. With this in mind, we dig into: What's behind the relentless selling Is it justified – or overdone Are we finding ... Show More
31m 23s
Recommended Episodes
Jul 2021
Two massive Australian mergers | Roblox & Tencent updates
<p>We’re seeing some big mergers in the listed investment company space, so Alec and Bryce unpack what is happening and what it means for shareholders. First, Washington H. Soul Pattinson have made a $4b takeover bid of Milton Corporation and then you might have heard our previou ... Show More
44m 30s
Apr 2022
Bonus: Australia's future industries - Mining | Stake
tail spinning
41m 58s
Jun 2022
ASX Market Darlings - What their valuations tell us
<p>It's not only the big American stocks that have taken a battering lately. Some of our local Australian<em> 'market-darlings'</em> have also taken big hits. So in today's episode, Bryce and Alec run through some company valuations and discount cash-flows (and reverse discounted ... Show More
47m 44s
Jan 2025
Rio Tinto and Glencore Said to Discuss Merger, The State of Crypto Regulation
On today's episode, a look at reported merger talks between mining giants Rio Tinto and Glencore with Bloomberg's Paul Allen in Sydney. Plus - a look at the regulatory landscape for crypto in both Asia and the United States, ahead of Donald Trump's inauguration next week. We spea ... Show More
18m 8s
Dec 2024
Morning Briefing: Heliostar Metals announced drill results from the Ana Paula project in Guerrero, Mexico.
<p><strong>Heliostar Metals </strong>announced drill results from the Ana Paula project in Guerrero, Mexico. <strong>Canterra Minerals</strong> announced new assays from the maiden drill program at its Buchans Project in the Central Newfoundland Mining District in Canada. <stro ... Show More
6m 24s
Jul 2024
Having enough for retirement, mixed inflation news & the power of Renaissance Technologies
<p>A jam-packed episode of Equity Mates as we catch up on the news, discuss anxiety around superannuation and having enough for retirement and discuss what we've learned about investing legend Jim Simons and Renaissance Technologies</p><br><p>—------</p><br><p>Have an investing q ... Show More
38m 32s
Aug 2025
The Next ASX Mining Boom is Here! BHP, FMG, RIO and More
In tonight’s Australian Stock Market Show, Filip, Janine and Zoran discuss the Next ASX Mining Boom, including BHP, FMG, RIO and More! 
58m 12s
Oct 2021
Lightspeed short report, moats and gambling on stocks
<p>In this episode of the Canadian Investor Podcast, we mix it up with some news and concepts. We talk about the following topics:</p> <ul> <li aria-level="1">Lightspeed short report by Spruce Point Capital</li> <li aria-level="1">CMHC warning about the canadian housing market</l ... Show More
38m 19s
Aug 2024
Morning Briefing: Collective Mining Drilling Results Expand Apollo Mineralization into Olympus
<p>Lots of news out today, including latest drill results from Collective Mining, Dolly Varden Silver, Nevada King Gold, Mawson Gold and Q2 Metals. Contango ORE have first production results out from Manh Choh. </p> <p><br></p> <p>This episode of Mining Stock Daily is brought to ... Show More
9m 38s
May 2025
S&P 500 Shakes Liberation Day Loss
For now at least. (00:21) Jason Moser and Ricky Mulvey discuss: - The economic outlook from the Federal Reserve and the new US trade deal with the UK. - How Axon Enterprise keeps posting impressive growth numbers. - What more global uncertainty means for Shopify. Then, (17:38) Ri ... Show More
32m 42s