428 Episoade

  1. Which of these 3 Miners Took Gold?

    Publicat: 14.10.2024
  2. China’s Conundrum and what it means for Commodities (Huw McKay)

    Publicat: 11.10.2024
  3. What does Rio’s brine bet mean for spod?

    Publicat: 10.10.2024
  4. What’s MinRes Scheming in Mauritania?

    Publicat: 08.10.2024
  5. A Message to Rio from an Arcadium Shareholder

    Publicat: 07.10.2024
  6. Building Mining Behemoths from Acorns (Owen Hegarty)

    Publicat: 04.10.2024
  7. Is Ganfeng Bearish Pilbara Minerals?

    Publicat: 03.10.2024
  8. The Miners on our Radar this Quarterly Season

    Publicat: 01.10.2024
  9. Commodities Rip Higher on China Stimulus

    Publicat: 30.09.2024
  10. Why the Lithium Market Has Bottomed with YJ Lee

    Publicat: 27.09.2024
  11. Why are 3 billionaires in the shadows of these two gold projects?

    Publicat: 26.09.2024
  12. 2 Miners Battle Short Reports – Who Wins?

    Publicat: 24.09.2024
  13. Chris Judd on the Macro Themes Moving the Market

    Publicat: 23.09.2024
  14. The Hype around Hybrids is Rubbish (Andy Leyland Interview)

    Publicat: 20.09.2024
  15. What’s Missing from Lotus’s Study?

    Publicat: 19.09.2024
  16. These 8 Gold Juniors are on our M&A Watchlists

    Publicat: 17.09.2024
  17. Is $85/lb the new Uranium Floor?

    Publicat: 16.09.2024
  18. Le Shrub: The Case for Commodities and Fading the "Monkeys"

    Publicat: 13.09.2024
  19. Is the lithium bottom in?

    Publicat: 12.09.2024
  20. Greatland copy the NST Playbook

    Publicat: 10.09.2024

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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.