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 value out there
Plus, some of the most fascinating stock news from the week
The Goldfields Northern Star dance continues
New Hope scoops up Malabar
Genesis to sell some assets
CuFe consolidates Tennant Creek
Stocks mentioned: BHP, RIO, FMG, PLS, IGO, CSC, SFR, FEG, PDN, BOE, NXG, GFI.J, NST, YAL, NHC, SMR, WHC, 29M, OBM, ALK, GMD, HWK, CUF, Entrée, Tether
This was recorded on 23/10/2026.
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TIMESTAMPS
(01:20) The Mining Sell-Off(05:30) Thermal Coal and New Hope's Malabar Deal(09:20) The Three SR Trade and Record Short Interest(14:00) Why the Market Is Short Resources(18:50) Gold Fields, Northern Star and Deal Updates(23:10) 29Metals
(28:30) Entrée Resources and Hawk Resources
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