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Jessica Ellerm and Kent Grogan are the co-founders of Themelia, a platform building the next infrastructure layer for crypto investment through custom indexing technology. Jessica comes from a fintech background — including a stint at ASX-listed payments platform Tyro and a superannuation startup she founded and sold — while Kent ran a hedge fund for years before moving into portfolio management and FinTech. Together, they're tackling one of the most underserved problems in digital assets: how do you get sensible, risk-adjusted exposure to a market of 52 million tokens without getting wrecked? Why you should listen Crypto has a reputation problem, and Kent and Jessica argue it's largely structural. Most tokens are created, pump briefly, and go to zero — which means a naive index that mirrors the full market is essentially a vehicle for buying failure at scale. The Themelia thesis is that an index needs to do better than that: not just collapse the market into something manageable, but actively filter for tokens with genuine staying power before they've already made their biggest moves. Kent draws a sharp analogy to equities — nobody in TradFi just buys one marquee stock and calls it a portfolio, yet that's essentially what most crypto investors do with Bitcoin. The pair make a compelling case that the infrastructure for smarter diversification is long overdue. The platform's most interesting innovation is the distinction between static and dynamic indexing. Jessica points out that most existing crypto index products — exchange bundles, early ETF attempts — don't move fast enough to keep pace with shifting narratives. Themelia's custom index builder lets users set their own filters, backtest against up to three years of historical data, then execute and auto-rebalance directly through connected exchange accounts like Coinbase, Binance, or Bybit. For those who don't want to build their own, the platform is evolving toward an "ensembling" model — aggregating the token picks of vetted crypto analysts into a curated house index that does the filtering work for you. The bigger picture is a genuine gap in the market. Jessica notes that index products now capture the majority of capital flows in traditional finance — from retail investors all the way to pension funds — yet less than 0.1% of the total crypto market is currently invested through indexes. That's not just an opportunity for Themelia; it's an argument for why the space needs this infrastructure to mature. If the house index can demonstrate better risk-adjusted returns than simply holding Bitcoin, it could become the entry point that brings cautious, sideline-sitting investors into the market for the first time. Supporting links Themelia Themelia on X Andy on X Brave New Coin on X Brave New Coin If you enjoyed the show please subscribe to the Crypto Conversation and give us a 5-star rating and a positive review in whatever podcast app you are us
Does consistency and patience win in the end? Geoff Driver is General Manager at Australian Foundation Investment Company (AFIC), the century-old ASX mainstay managing $10B in assets. Amid an upcoming CEO transition and questions about performance, Geoff explains why he remains confident in AFIC’s philosophy of seeking resilient businesses with quality balance sheets. So, why does AFIC avoid “cyclical” sectors like gold and small-caps, even when they’re having a strong run? How does AFIC’s listed investment company (LIC) structure work, and how is it different from the “open-ended” structure of an ETF? We examine Australia’s obsession with dividends, the technicalities and the benefits for different tax brackets, the power of the franking credit system, and why Geoff believes it creates a fairer market for individual shareholders. Plus, why AFIC won’t be starting a big international portfolio anytime soon. For more places to follow Shared Lunch—check out http://linktr.ee/sharedlunchShared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website. Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.See omnystudio.com/listener for privacy information.
Would you love to start and investing club with your friends? That’s exactly what this week’s Money Diarist did. Inspired by the investing club her mum started with friends more than two decades ago, she sent a message to a few girlfriends with a simple idea. What if they pooled a little money together, learned about the share market as they went, and invested as a group? That message turned into a fully fledged club called ASX in the City. There’s a shared account, monthly contributions, spreadsheets tracking their portfolio and a voting system for deciding which stocks make the cut. Along the way they’ve learned about ETFs, picked a few winners, had the occasional “problem child” investment and built something many people wish they had… a space where talking about money actually feels normal. In this episode she shares how the club works, what they’ve learned along the way and why investing doesn’t have to be something you figure out alone. By the end of this episode there’s a very good chance you’ll be hitting up your friends to start your own ASX and the City. SORT YOUR INSURANCE: A big thank you to our partner Skye Wealth for bringing this episode to life. If you're ready to get your insurances sorted, you can learn more about them here.We have a long standing referral partnership with Skye Wealth and only ever partner with people we trust. CHECK OUT THE SOTM INVESTING HUB: Full of our best investing freebies, resources, courses and podcast episodes here. INVESTING FOR BEGINNERS: All our best beginner's investing podcast episodes in one place here.Ready to binge more relatable, inspiring, and downright juicy money stories? Check out our ultimate Money Diaries playlist. Listen now Join our Facebook Group AKA the ultimate support network for money advice and inspiration. Ask questions, share tips, and celebrate your wins with a like-minded crew of 300,000+. And follow us on Instagram for Q&As, bite-sized tips, daily money inspo... and relatable money memes that just get you. Acknowledgement of Country By Nartarsha Bamblett aka Queen Acknowledgements. The advice shared on She's On The Money is general in nature and does not consider your individual circumstances. She's On The Money exists purely for educational purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Victoria Devine and She's On The Money are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 4451289See omnystudio.com/listener for privacy information.
Let's talk about the week you're probably having… Petrol prices have hit $2 a litre – and heading higher – thanks to the US-Israel strikes on Iran disrupting global oil supply. Cost-of-living anxiety is back with a vengeance. And Afterpay Day officially kicks off on the 19th, though half the brands on your feed have already launched early. Your sales data is probably already softening as consumers sit tight and wait for the deals. So the question on every brand founder's lips right now: do I discount? The honest answer isn't yes or no. It's it depends entirely on how you do it. RM Williams runs percentage-off promotions occasionally. Their brand is completely intact. Adore Beauty discounted frequently after their ASX float and watched margins fall to almost nothing. David Jones once had a tuxedo-wearing pianist on a Steinway in their ground floor – and made a deliberate decision to never, ever call their promotions a "Sale." Same tool. Wildly different outcomes. In this week's episode of The Brand Marketing Show, I pull the whole thing apart – the five conditions under which a straight discount is fine for a premium brand, why you lose your best customers to confusion not price, and three ways to play Afterpay Day that protect your positioning while still capturing the revenue opportunity. This one's worth a listen before next Wednesday. And if you'd rather just talk it through for your specific brand before Afterpay Day – margins, offer mechanics, positioning – that's what a Growth Strategy Session is for. BOOK HERE Catherine x Links mentioned in this episode: If you'd like help to achieve your goals, I invite you to have a chat to find out how we can make that happen together HERE By booking a Free Growth Strategy https://productpreneurmarketing.com/lets-talk Other Ways To Enjoy This Episode: Listen on Apple Podcasts Listen on Spotify Youtube
The Iconic has finally turned a profit after 15 years as it shifts away from growth at any costs…and focuses on the margins. Mattress maker Koala is heading to the ASX in a $305 million IPO… but it’s a far cry from the valuation it once dreamed of. Robinhood, the US trading platform, has launched a fund to give retail investors access to private companies …but the market isn’t exactly rushing in. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.
The guys go real deep into ASX darling Life360, Jack Dorsey fires half the block, Australia’s richest DJs break up, OpenAI’s fake raise in the spotlight, Australia’s Grand Prix and who are the world’s richest sporting teams Thanks to our sponsor Acquire Intelligence - visit https://acquire.ai/contrarians Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast See omnystudio.com/listener for privacy information.
Australia's sharemarket has taken a hammering as investors voice concerns over the escalating conflict in the Middle East. After it resumed trading today, the ASX 200 slumped 260.30 points or 2.9 per cent to 8590.708 - and dropped by 4 percent overall. Australian correspondent Oliver Peterson says this is the worst day for the Australian markets since last year's 'Liberation Day'. LISTEN ABOVESee omnystudio.com/listener for privacy information.
It was an absolute bloodbath on the Australian share market today. $90 billion was erased as the ASX 200 fell 252 points, to 8,599.See omnystudio.com/listener for privacy information.
This is the Fear & Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes. ASX sinks on oil fears Airlines expand refunds Iran soccer team safety fears Boomers’ wealth hits $6 trillion Ex-rapper wins Nepal election Join our free daily newsletter here.Support the show: http://fearandgreed.com.au/See omnystudio.com/listener for privacy information.
The conflict in the Middle East is starting to have a significant impact on Australia's economy, given the fighting looks a long way from easing.The ASX has opened with a sharp sell off and is down more than three per cent.The oil price has surged alarmingly, more than 15 per cent, and is now $100 US a barrel for the first time in more than three and a half years.Petrol prices have been rising sharply across Australia causing people to panic buy and fill up jerry cans at the bowser.The situation is also worrying farmers who rely heavily on affordable fuel and fertiliser.This comes as Iran's state media reveals Mojtaba Khamenei will replace his father Ali Khamenei as the country's new supreme leader.It means hard-liners are still in control of Iran, and that's at odds with efforts from the US and Israel to bring about regime change.It's also raised questions about whether the US and Israel will assassinate Mojtaba, like his father.Pressure's on the Australian Government to try and find a solution to stop the potential persecution of the Iranian women's soccer team who are about to return home after the Asian Cup.The team's been playing matches in Australia but they didn't sing the national anthem during one of their games, prompting backlash from the hard-line regime.Aid groups warn players are in a difficult position because even if they are offered asylum, their families could face persecution back home.
Explosions have rocked southern Beirut today, as Israel claims it's struck Hezbollah infrastructure in the Lebanese capital.Earlier today, an explosion was heard from southern Beirut, with a cloud of smoke seen rising over the skyline.Israel also says it's made another wave of strikes on infrastructure across Iran including several long-range ballistic missile launch sites it says were prepared for launch toward Israel.Iran's UN ambassador says US-Israeli attacks have killed at least 1,300 Iranian civilians and wounded thousands.The disruption of global fuel supply chains due to the war in the Middle East is beginning to impact Australian food producers.Australian fuel wholesalers have begun rationing their supply, with federal energy minister Chris Bowen attributing panic-buying to the shortages reportedly being experienced by farmers in regional areas.The Australian share market has lurched down in response to the surge in oil, with the ASX 200 closing down two-point-nine per cent.Two Australian men have been jailed by an Indonesian court, over the murder of a Melbourne father who was shot and killed in a Bali villa last year.The pair have been sentenced for 16 years - after they told the court they killed Zivan Radmanovic, after mistaking him for another man they had been sent to intimidate.Mr Radmanovic was staying at the tourist accommodation as part of birthday celebrations for his wife Jazmyn Gourdeas.
Mojtaba Khamenei, has been named as the new supreme leader of Iran.He replaces his father, Ayatollah Ali Khamenei, who was killed in the first wave of US and Israeli strikes.Explosions have been reported throughout the Gulf States, including in Bahrain, where state owned media says 32 people were injured in an Iranian drone strike.Meanwhile, the price of crude oil has risen above US$110 a barrel as the Strait of Hormuz, a critical choke point for shipments, remains effectively closed.The surge has sent a shock through the ASX, which has ended the day 3.2 per cent lowerIt's the Australian market's worst day since the so called "Liberation Day" sell-off in April last year, and has seen the broad All Ordinaries index shed around $120 billion in value.And there've been warnings from human rights groups that Iran's Women's soccer team could face punishment when they return home.The players refused to sing the national anthem before their first Asian Cup match last week, but then saluted and sang before the second game against Australia, after a barrage of criticism from Iran.Former Socceroos captain and human rights campaigner Craig Foster says the federal government should offer protection to the team if football authorities fail to do so.
Iran has launched its first wave of missiles under its new supreme leader Moshtaba Khamenei.Iran has been launching drones and missiles against Israel and Arab Gulf states. Moshtaba is the son of Ayatollah Ali Khamenei, who was killed in US and Israeli strikes at the beginning of the Iran war.The US and Israel are meanwhile continuing their bombardment of Iran.The federal government says Australia's emergency fuel stockpiles have not yet been accessed, as the war in the Middle East disrupts global supply.Some Australian wholesalers, including United Petroleum, have begun rationing - halting supply to regional fuel distributors.Brent crude has surged more than 25 per cent, past US$115 a barrel.that's triggered a sharp sell off on the ASX. It's now down more than 4 per centThe Northern Territory government says trucks carrying food will be able to get to Katherine today.The Stuart Highway has been closed on both sides of the town since major flooding hit the region on Friday, causing supply chain issues and food shortages across the NT.Chief Minister Lia Finocchiaro says only vehicles carrying essential supplies will be able to access the town.
The ASX is set to dive as oil prices spike amid escalating conflict in Iran, while a disappointing US jobs report also weighed on markets. Meanwhile, metals and mineral prices surged as tensions in the Middle East intensified. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.
One of Australia's biggest radio shows, Kyle & Jackie O, has ended. Tuesday's announcement to the ASX, the Australian stock market, makes it clear that it isn't a stunt. The show is now off the air: Kent Small is doing the breakfast show in both Sydney and Melbourne (this is Australian radio, so he has to have a nickname, which is “Smallzy”).Employment lawyers will now be involved, in two of the biggest media legal cases in the country, as things begin to get messy. Jackie “O” Henderson is now saying that she “did not quit or resign”, in a statement that, perhaps pointedly, didn't mention Kyle's name once. Kyle (who has also taken time away from TV duties) is also reported to be priming his lawyers for a reported $88mn; potentially arguing that a similar argument on-air last year wasn't treated as serious by ARN, his whole show was based on controversy, and a slightly misguided view that ARN's censors should have prevented the argument going out. There's plenty more informed coverage in the Game Changers Radio podcast.This might look like a peculiarly Australian news story. But, actually, I think it raises questions for radio people everywhere. Here are some of them.
How do you rebuild confidence in one of the world's most scrutinized financial markets? In this episode of the Brand Intelligence Podcast, William Tyree speaks with Theresa and Alex from the Australian Securities Exchange (ASX) about the strategy behind their award-winning “Capital with Confidence” campaign. At a time when global IPO activity had slowed and market narratives had turned negative, the ASX marketing team set out to shift perception and remind audiences of the exchange's underlying strength as a listings destination. They discuss how the campaign used powerful statistics, audience-specific messaging and data-driven insights to reach founders, bankers, lawyers and investors influencing IPO decisions. The team also shares how close collaboration between marketing and the listings sales team helped turn complex financial data into compelling creative, and why those insights became the backbone of the campaign. You'll also hear how the campaign performed, including a 270% increase in website traffic and strong adoption of campaign messaging by the sales team, who began using the creative in their own pitches.
Interview with Nic Earner, CEO, Alkane Resources Our previous interview: https://www.cruxinvestor.com/posts/alkane-resources-asxalk-cash-rich-debt-free-and-positioned-for-major-growth-8556Recording date: 4th of March 2025Alkane Resources has emerged as a compelling mid-tier gold producer following its successful merger with Mandalay, operating three producing mines across Australia and Sweden with a market capitalisation of A$2.2 billion. The company is currently generating approximately A$200 million in annual net cash flow after all capital expenditures, creating what management views as a significant valuation disconnect relative to peers with similar cash flow profiles.The flagship Tomingley operation in Australia produces around 80,000 ounces annually, supported by a seven-year reserve base with substantial extension potential. The McLeans deposit contains several hundred thousand ounces, while the Roswell Western Monzodiorite lens offers potential for more than 100,000 additional ounces. Management is targeting reserve life extension beyond ten years through systematic exploration along the mineralised corridor.The company's most significant growth asset is the Boda-Kaiser copper-gold project, containing 15 million equivalent ounces with 10 million in the indicated category. The project would produce approximately 160,000 ounces of gold and 35,000 tons of copper annually, equivalent to a 250,000-300,000 ounce gold producer. Management has outlined a pragmatic permitting timeline extending through 2030 for a final investment decision, with first production targeted for the early-to-mid 2030s.Beyond organic growth, Alkane actively pursues acquisitions in the 80,000-120,000 ounce production range, targeting assets trading at lower price-to-net asset value multiples. The management team applies rigorous due diligence reflecting their combined 25-30+ years of industry experience, scrutinising water supply, geotechnical conditions, permitting pathways, and execution risks that are often inadequately addressed in promotional project studies.Near-term catalysts include potential ASX 200 index inclusion, market education on the combined entity's consistent cash generation, and valuation re-rating as institutional investors recognise the sustainability of current cash flows. The board continues evaluating capital return options if gold prices remain elevated and acquisition opportunities prove expensive, though disciplined M&A remains the preferred growth pathway.Learn more: https://www.cruxinvestor.com/companies/alkane-resourcesSign up for Crux Investor: https://cruxinvestor.com
Discover how to spot undervalued stocks like Nabors Industries NYQ:NRB using the proven QAV (Quality at Value) methodology from Tony Kynaston – a systematic, checklist-driven approach inspired by Warren Buffett and Charlie Munger to beat the market. Today on the Weekend Watchlist we're looking at Nabors Industries (NYQ: NBR), one of the world's largest land‑based drilling contractors. It's a classic QAV‑style business: cyclical, capital‑intensive, shaped by oil prices — and currently screening very cheaply on cashflow and book value.Discover how to pick winning stocks and beat the S&P 500 with Tony Kynaston's proven QAV (Quality at Value) investing methodology.It's a systematic checklist for identifying undervalued quality companies, timing buys and sells with a "three-point trend line" and avoiding market noise. QAV America has delivered 64% returns since September 2023 vs. the S&P 500's 54%, perfect for beginners and pros seeking long-term compounding.Learn about the checklist manifesto, operating cash flow focus, and why QAV is expanding to cover US stocks. Use promo code SFBUS for 20% off QAV plans: QAV Club America (annual/monthly) for full tools and community, or QAV America Light for simple buy/sell signals. Start your 14-day free trial by clicking this link. Subscribe to this channel for more stock picking tips, value investing strategies, and market-beating ideas.Australian and investing in the ASX and ready to go beyond ETFs, learn from the master - Tony Kynaston's QUALITY AT VALUE. Sign up with code SFB for a 20% discount on QAV Club plan or SFBLIGHT for a free month of QAV Light by clicking this link. for Australians or those wanting to invest in Australian stocks.Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they're offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Opinions expressed by guests are theirs alone and may not represent the views of Finpods, Money Sherpa, or Phil Muscatello. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD, and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Opinions expressed by guests are theirs alone and may not represent the views of Finpods, Money Sherpa, or Phil Muscatello. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD, and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.
Discover how to spot undervalued stocks like Nabors Industries NYQ:NRB using the proven QAV (Quality at Value) methodology from Tony Kynaston – a systematic, checklist-driven approach inspired by Warren Buffett and Charlie Munger to beat the market. Today on the Weekend Watchlist we're looking at Nabors Industries (NYQ: NBR), one of the world's largest land‑based drilling contractors. It's a classic QAV‑style business: cyclical, capital‑intensive, shaped by oil prices — and currently screening very cheaply on cashflow and book value.Discover how to pick winning stocks and beat the S&P 500 with Tony Kynaston's proven QAV (Quality at Value) investing methodology.It's a systematic checklist for identifying undervalued quality companies, timing buys and sells with a "three-point trend line" and avoiding market noise. QAV America has delivered 64% returns since September 2023 vs. the S&P 500's 54%, perfect for beginners and pros seeking long-term compounding.Learn about the checklist manifesto, operating cash flow focus, and why QAV is expanding to cover US stocks. Use promo code SFBUS for 20% off QAV plans: QAV Club America (annual/monthly) for full tools and community, or QAV America Light for simple buy/sell signals. Start your 14-day free trial by clicking this link. Subscribe to this channel for more stock picking tips, value investing strategies, and market-beating ideas.Australian and investing in the ASX and ready to go beyond ETFs, learn from the master - Tony Kynaston's QUALITY AT VALUE. Sign up with code SFB for a 20% discount on QAV Club plan or SFBLIGHT for a free month of QAV Light by clicking this link. for Australians or those wanting to invest in Australian stocks.Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they're offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Opinions expressed by guests are theirs alone and may not represent the views of Finpods, Money Sherpa, or Phil Muscatello. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD, and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.
Interview with Frederick H. Earnest, President & CEO of Vista GoldOur previous interview: https://www.cruxinvestor.com/posts/vista-gold-nysevgz-mt-todd-redesign-cuts-capex-59-to-425m-unlocks-22b-npv-8050Recording date: 2nd March 2026Vista Gold Corp (NYSE:VGZ) is one of the most straightforward re-rating stories in the junior gold sector. The company owns the Mount Todd Gold Project in Australia's Northern Territory — one of the country's largest undeveloped gold deposits — and is executing a structured plan to reach detailed engineering commencement in 2027 and first gold production approximately 27 months thereafter.The investment case begins with a valuation gap that is both large and quantifiable. Vista Gold currently trades at approximately US$350 million. By comparison, the lowest-valued junior Australian gold producer — a company generating less than 150,000 ounces per year, which is the same production rate Mount Todd targets — carries a market capitalisation of approximately $1 billion. Higher-performing peers such as Capricorn Metals, producing 120,000 to 150,000 ounces annually, trade at valuations approaching $8 billion. The re-rating that accompanies the transition from developer to producer is the primary mechanism through which Vista Gold expects to create shareholder value.The feasibility study, completed in 2025, rightsized the project from its previous 50,000 tonne-per-day design to 15,000 tonnes per day, cutting capital costs by 59% and meaningfully reducing financing risk. Crucially, the study was modelled on a conservative $2,500 per ounce gold price. With spot gold now well above that assumption, the project's economics — and the payback period on construction debt, estimated at approximately 18 months at current prices — have improved materially without any change to the base case.The company is currently executing three parallel workstreams to advance the project toward a construction decision: modifying permits to reflect the updated project design, building an eight-to-ten person executive team in Perth to manage development and operations, and completing supplementary metallurgical and geotechnical studies. A geotechnical program, set to begin within weeks, could support steepening of the west pit wall, further improving economics by reducing the strip ratio.Financing momentum is building. A $39 million raise, upsized to approximately $44.8 million via overallotment, was oversubscribed approximately 2-to-1 by institutional investors across the US and Canada. The construction financing stack is expected to combine conventional bank debt, the Northern Australia Infrastructure Fund, a potential streaming arrangement with Wheaton Precious Metals, and an equity component. The project is estimated to support a debt ratio of 60–65% of total capital, and the company is also evaluating an ASX listing to broaden its investor base.Expansion optionality adds a further dimension. Mount Todd has been designed to allow scaling to 22,500, 30,000, or 45,000 tonnes per day, making it a credible strategic target for mid-tier and senior producers seeking large ounce additions. That optionality, combined with the project's location in a tier-one Australian jurisdiction, underpins M&A interest alongside the organic development pathway.For investors, the near-term catalysts are clear: Northern Territory permit grants, geotechnical results, federal authorisation, and a construction financing mandate. Each represents a discrete milestone with the potential to narrow the gap between Vista Gold's current developer valuation and the producer multiples it is targeting.View Vista Gold's company profile: https://www.cruxinvestor.com/companies/vista-gold-corporationSign up for Crux Investor: https://cruxinvestor.com
These are very early days in the Iran war and the impact on share markets is far from clear. But already we can see there is upward pressure on interest rates around the world, there is also a clear risk of an inflation spike due to oil supply. Will Hamilton of Hamilton Wealth Partners joins Associate Editor, James Kirby in this episode. In today's show, we cover: Why the Iran war will push rates higher The bull market for global shares is now under serious pressure How AI is especially vulnerable to increased energy prices Private credit is a flash point in a volatile market See omnystudio.com/listener for privacy information.
The ASX is set to tumble as escalating conflict in Iran sends oil prices higher. Elsewhere, US bonds sold off for a fourth straight session as doubts grow over the timing of rate cuts, while Wall Street also fell amid reports of new chipmaker restrictions. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.
In this episode of Keep the Change, Coco sits down with Kate to break down what due diligence (DD) really means: learning how to research opportunities, spot red flags, and make grounded decisions instead of emotional ones driven by FOMO. They open with an investment loss-and-recovery table to show why protecting capital matters like how a 50% loss requires a 100% gain to break even, and a 90% loss requires 900% and why understanding your downside tolerance humbles you, stabilises your emotions, and protects your long-term compounding.Coco and Kate explain how “fantasy vs nightmare” thinking can distort judgement, why time and a second set of eyes help make blind spots conscious, and why you should never feel pressured or “bamboozled” by complex language or sales pitches. They share two real examples: a fund marketed as delivering 20% p.a. from Australian shares, and a leveraged crypto trading fund promoted by influencers claiming 12% per month. For the Australian share fund, Kate outlines practical DD checks: unclear strategy descriptions, guaranteed returns, missing ASIC licensing/registration, investors owning units in a structure rather than the underlying shares, liquidity realities of the ASX (especially for small caps), and a major red flag when the referrer said they “got in trouble” for questions. They also discuss incentives—referral fees, what's “in it” for the person selling it—and why being told not to ask questions is a deal-breaker. Coco notes ASIC later froze the fund's assets and alleged it may be a Ponzi scheme, with some investors reportedly putting 100% of their self-managed super into it and losing everything.In the crypto example, they describe how leverage and a lack of stop-losses led to an intraday volatility event that wiped accounts to zero, with some investors adding more money only to lose it immediately. They highlight behavioural warning signs: inflated hype, promises of replacing income easily, and marketing-driven “instant riches” narratives.The core message: emotions and money don't mix; preserving capital is the first job of an investor; ask hard questions, trust your intuition, diversify, avoid guaranteed returns, and walk away when things feel off. They encourage listeners to bet on themselves, move steadily over time, and not let losses destroy confidence and compounding. They invite DMs for questions, ask listeners to share the episode, and emphasise getting more money into the hands of women who are educated and wise about money for community ripple effects.00:00 Welcome to Keep the Change + What ‘Due Diligence' Really Means01:29 Why Losses Hurt More Than Gains: The Investment Loss & Recovery Table03:54 Staying Grounded: Emotions, ‘Fantasy vs Nightmare,' and Avoiding FOMO07:28 Make the Unconscious Conscious: Blind Spots, Second Opinions, and Taking Time08:53 Real-World Cautionary Tales: Two Investments Going Wrong (Setting the Stage)11:18 Case Study #1 The ‘20% p.a.' Fund: Website Hype, Jargon, and Guaranteed Returns16:27 Regulation & Control: ASIC Licensing, Ownership Structure, and Who Holds the Assets20:30 Don't Go All-In: Position Sizing & Capital Allocation Rules21:32 The Liquidity Reality Check: Why 20% p.a. on Aussie Shares Can Be Impossible23:53 Due Diligence Pushback: ‘Stop Asking Questions' as a Major Red Flag26:31 Structure & Security: Unsecured Investments and ‘Bet on Yourself'27:55 Follow the Incentives: Referrer Fees, Pushiness, and Conflicts of Interest29:55 ASIC Steps In: Fund Frozen, Ponzi Allegations, and the Human Cost32:44 Wrap-Up Principles: Ask Hard Questions If you're after some more goodiesI have a FREE 5-Day Mindset Reset for you called Wealthy Women WinYou can also follow me on Instagram
If you're learning ASX trading or sharemarket investing in Australia, one of the biggest questions beginners face is how to trade like a professional.Many beginners think sitting on the sidelines is safe.But in the sharemarket, the cost of doing nothing can quietly destroy your wealth. Inflation erodes savings, opportunities pass by, and uncertainty keeps people from getting started.In this episode of Talking Trading, Louise Bedford explains the difference between trading and investing, and how beginners can approach the Australian sharemarket and ASX trading with clarity, structure, and sensible risk management.You'll learn:The key difference between trading and investing in the sharemarketWhy risk management matters for both traders and investorsHow stop losses can help protect long-term portfoliosWhy weekly charts help investors stay informed without constant screen timePractical principles for building a diversified portfolio of quality companiesIf you want to invest with confidence, protect your capital, and develop a repeatable approach to building wealth in the Australian sharemarket, this episode will give you a clear starting point.-------------------------------------------------Louise Bedford is a best-selling author of six sharemarket books, host of the Talking Trading podcast, and founder of TradingGame.com.au, one of Australia's leading trading education communities. For over 30 years she has helped traders master trading the Australian sharemarket, technical analysis, and trading psychology so they can build long-term financial independence. www.tradinggame.com.au www.talkingtrading.com.au.FacebookYouTube TwitterLinkedIn
In this episode of Media McKnight: - The Kyle & Jackie O Show implosion - News.com.au false picture claim - 9NEWS finally fixes its set - TV Newsrooms cut budgets even further - Aussie presenters go global You can watch the Kyle & Jackie O blowup from Feb 20 here: https://youtu.be/cQfnSF--HFs This isn't just a radio blow-up. This is a corporate bombshell. Jackie O has formally given notice she cannot continue working with Kyle Sandilands. ARN has terminated her agreement. The show has been taken off air immediately. And Kyle has been issued a 14-day breach notice over “serious misconduct.” In this breaking edition of Media McKnight, Rob McKnight breaks down: • The official ASX announcement • What “serious misconduct” means legally • The 14-day remediation window • The unsafe workplace allegation • Peter Ford's reporting she may never return • Kyle's on-air reaction • Whether ARN can escape the $200 million contract • And what this means for the future of KIIS Breakfast This is the biggest radio implosion in years — and it may not be over yet. Media McKnight streams every Tuesday. McKnight Tonight streams Monday, Wednesday & Thursday at 9pm. Subscribe for real media analysis. #KyleAndJackieO #KyleSandilands #JackieOHenderson #ARN #KIISFM #AustralianRadio #MediaMcKnight #radionewsSupport this show http://supporter.acast.com/tv-blackbox. Hosted on Acast. See acast.com/privacy for more information.
The Aussie market stumbled today, posting one of its worst sessions in weeks as escalating Middle East tensions unnerved investors. The ASX 200 retreated sharply, weighed down by widespread caution, though the Energy sector provided a rare bright spot. Oil prices soared after reports of a blockade at the Strait of Hormuz, pushing local coal miners higher. In contrast, it was a "sea of red" elsewhere; gold miners slumped despite record bullion prices as investors locked in profits, and Live360 plummeted to its worst level in a year following earnings. Magellan Financial was the undeniable standout, soaring over 20% after announcing a blockbuster $1.6 billion merger with Barrenjoey. All eyes now pivot to Wednesday's critical GDP print. Laura Besarati is a Market Analyst at CommSec. Each episode, she break's down the day's market movements and explains what the numbers really mean. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.
The ASX 200 ended Monday little changed as escalating Middle East tensions sparked sharp sector swings. Energy stocks soared 5.5% to a 1.5-year high, while gold miners jumped on safe-haven demand. Defensive staples gained, but banks and tech fell amid global uncertainty. Investors await potential US-Iran talks and key economic data including Australian GDP and US jobs figures this week. Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Each episode, they break down the day's market movements and explain what the numbers really mean. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.
Middle East conflict gives way to gains in gold, energy and defence as the ASX reacts to the fallout of the escalating tensions between Iran and US/Israel. See omnystudio.com/listener for privacy information.
A rocky start to the ASX is expected after weekend strikes on Iran rattled sentiment. Oil, gold and defence stocks are tipped to gain as investors price in geopolitical risk, while Wall Street slumped on the news, setting a cautious tone for the local open. Join James Gruber, Equity Market Strategist, and Gillian Bowen, Head of Media and Markets at CommSec, as they take you through all the key numbers. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.
More than 70 companies reported this week and while the ASX 200 continues to push record highs, stock reactions remain ruthless. In this episode, Ben Clark argues it's been one of the strongest reporting seasons in years, with banks, miners and consumer names broadly beating expectations. He explains why Woolworths' resurgence caught the market off guard, why WiseTech's AI defence matters more than its job cuts, and why Monadelphous and Ramsay may be turning points. Clark also highlights heavy insider buying across tech, suggesting recent weakness may be overdone. Despite volatility, he sees momentum building into the second half.
The ASX wrapped up a strong February with a 1.3% weekly gain, its best monthly performance in nearly a year. Mining and financials led the charge while consumer staples lagged after Coles underwhelmed compared to Woolworths. Block surged despite announcing 40% workforce cuts, while Harvey Norman rose despite Jerry Harvey's disappointment. Investors now watch ex-dividend stocks and key US data ahead. Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Each episode, they break down the day's market movements and explain what the numbers really mean. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.
SpaceX. OpenAI. Anthropic. The companies everyone wants to own but can't buy on the share market. In this episode, we unpack how private equity works, why the biggest companies are staying private for longer, and how the Pengana Private Equity Trust (ASX:PE1) gives ASX investors exposure to SpaceX and 500+ other private companies.In this episode:0:00 SpaceX, IPO rumours & why private markets matter2:10 The economics of space6:01 Why companies are staying private longer10:51 Private equity 101: how it works14:03 Has private equity outperformed?18:59 Why PE1 is structured as a listed investment trust21:35 PE1 performance, buybacks & distributions24:41 Beyond SpaceX: AI exposure, GROQ & compoundersStocks & ETFs mentioned: Pengana Private Equity Trust (ASX:PE1), SpaceX (private), OpenAI (private), Anthropic (private), xAI (private), NVIDIA (NASDAQ:NVDA), Amazon (NASDAQ:AMZN), T-Mobile (NASDAQ:TMUS), Spice World (private), GROQ (private)None of Pengana Private Equity Trust (“PE1”), Pengana Investment Management Limited (ABN 69 063 081 612, AFSL 219 462) (“Responsible Entity”), Grosvenor Capital Management, L.P., nor any of their related entities guarantees the repayment of capital or any particular rate of return from PE1. Past performance is not a reliable indicator of future performance, the value of investments can go up and down. This document has been prepared by the Responsible Entity and does not take into account a reader's investment objectives, particular needs or financial situation. It is general information only and should not be considered investment advice and should not be relied on as an investment recommendation.Pengana Investment Management Limited (Pengana) (ABN 69 063 081 612, AFSL 219 462) is the issuer of units in the Pengana Private Equity Trust (ARSN 630 923 643) (the Trust). Before acting on any information contained within this report a person should consider the appropriateness of the information, having regard to their objectives, financial situation and needs. An investment in the Trust is subject to investment risk including a possible delay in repayment and loss of income and principal invested.———Want to get involved in the podcast? Record a voice note or send us a message.And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – [we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | [Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ———Equity Mates Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
The ASX is set to open flat as overseas markets slump. Despite strong results from Nvidia, Wall Street investors remained unconvinced, with fresh concerns emerging around the AI trade. Locally, attention now turns to Coles’ earnings and whether it can match Woolworths’ strong showing from earlier in the week. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.
In tonight's Australian Stock Market Show, Janine, Fil and Pedro reveal 8 ASX small caps that are ready to boom.
The ASX 200 climbed to a fresh record today, shrugging off stronger-than-expected inflation data. Markets followed positive leads from Wall Street despite volatility around Trump's State of the Union address. Key sectors included technology, consumer staples, and materials which hit its own record high. Investors await Coles' results and NVIDIA's overnight earnings, with RBA rate decisions still on the horizon. Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Each episode, they break down the day's market movements and explain what the numbers really mean. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.
A record breaking session on the ASX today plus Donald Trump touts his economic achievements during the State Of The Union address. See omnystudio.com/listener for privacy information.
My guest this week is Nathan Bartrop, a corporate governance specialist, company secretary, and returning friend of the podcast. Nathan lives and breathes governance, and in this episode, we use two real ASX‑listed companies Argo and AUB Group to show beginners how governance, incentives, valuation, and management quality play out in the real world.Episode Blog Post: https://www.sharesforbeginners.com/blog/argo-aub
The ASX is set to open strongly as investors brace for a fresh round of earnings reports. On Wall Street, stocks rebounded as technology shares recovered, with markets looking ahead to Nvidia’s results. In commodities, gold slipped from three-week highs as a firmer US dollar weighed on prices. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.
The ASX 200 finished essentially flat the biggest drag today came from the tech sector. After a rough night for the Nasdaq in New York, local investors hit the sell button.See omnystudio.com/listener for privacy information.
Welcome to Printing Money Episode 36! For this episode Danny is joined by a new guest, John Barnes (Founder and President, The Barnes Global Advisors, Founder and CEO, Metal Powder Works (MPW.ASX). From career foundations in industrial development John has built both an AM consultancy and a metal AM powders company. We are thankful to have his perspective here. This episode starts with a look at John's background and what's brought him to this point. Then, Danny and John review the MILAM 2026 event which occurred earlier this month in Tampa Bay. From Tampa the conversation heads to Australia as a nexus for the global metal AM powder market. John and Danny dive into dynamics driving that. After the low-down down under, the conversation turns to Printing Money's why and wherefore — 3DP/AM deal analysis around the globe from VulcanForms and Hadrian in the USA, to SWISSTO12 and Additive Drives in Europe, to Snapmaker in China, and more. The best quote of the episode is actually a paraphrase from Seinfeld, as John drops “The whale is the largest mammal in the world, but it doesn't have to be!” seamlessly amidst incisive deal analysis. Danny and John will continue the discussion in person at AMS 2026 this week in New York City. Meanwhile, please enjoy Episode 36 and check out our previous episodes too. This episode was recorded February 17, 2026. Timestamps: 00:12 – Welcome to Episode 36 and welcome to John Barnes (TBGA & MPW) 01:14 – John Barnes' career, in his own words: Sandia, Lockheed/Skunkworks, CSIRO, RTI 06:25 – TBGA founded in 2017, MPW founded shortly thereafter 07:44 – Can 3DP/AM materials companies be parts producers? 09:45 – MILAM 2026 review: A displacement between capabilities and use? 13:35 – Dissociating sustainment from new builds 15:00 – An impressive sense of urgency (at MILAM 2026) 17:12 – DoW inefficiencies stymie return on investment 21:21 – The global metal AM powder market 24:59 – The ASX (Australian stock market) applicability for metal AM powder companies (MPW, 6KA, 3DA, TTT, etc) 25:22 – Scaling, and the value proposition for metal AM powders 30:00 – 6K Additive IPOs in Australia 30:33 – Metal Powder Works' path to public markets in Australia 35:55 – List in Australia, scale operations in the United States 37:10 – MPW.ASX raises AUD 15M in follow-on offering 38:21 – Hadrian receives investment for advanced manufacturing facility 38:39 – VulcanForms raises $220M from Eclipse, 1789 Capital and more 43:08 – Machina Labs raises $124M from Lockheed Martin, NVIDIA, and more 45:44 – Additive Drives $20M+ round 48:09 – Uptool raises $6M from Khosla, Bessemer, Kleiner Perkins, et al. 50:47 – Kickstart this: Snapmaker raises a more classical Series B 52:38 – SWISSTO12 raises EUR 73M (not all equity) 54:48 – Perseus Materials receives strategic investment from Lockheed Martin 57:53 – Vulcan and Burgmaster merge to form MASTREX for very low cost metal LPBF 1:03:27 – Thingiverse to be acquired by MyMiniFactory 1:03:53 – Reasons for optimism for the metal AM market 1:04:52 – Thanks again to John, thanks for listening, and see you at AMS this week! 1:05:19 – Disclaimer Disclaimer: This content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing stated on this podcast constitutes a solicitation, recommendation, endorsement, or offer by the hosts, the organizer or any third-party service provider to buy or sell any securities or other financial instruments in this or in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction. The information on this podcast is of a general nature that does not address the circumstances and risk profile of any individual or entity and should not constitute professional and/or financial advice. Referenced transactions are sourced from publicly available information. Danny Piper is a registered representative of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments.
Today we are talking about the critical role of the CEO in embedding equitable practices in their organisations. I am talking with expert Sandra D'Souza, who is sharing research insights from her book, "From Bias to Equality". Join us!My guest today is Sandra D'Souza, author of the book, 'From Bias to Equality: How business leaders can drive innovation, success and profitability by embracing true gender balance' and Founder of Women's Business Networking group Ellect.Her book, From Bias To Equality provides actionable insights from successful business leaders who have achieved greater women representation on their boards and in C-Suite roles. In showcasing real-world examples and best practices from international leaders, this book empowers organizations to build diverse and inclusive leadership teams, leading to improved decision-making, enhanced company culture, and increased innovation and profitability.In this ep, Sandra is discussing:The critical importance of a CEO in instigating change on gender equity in the workplaceKey business impacts of diversity: growth, profitability, running better operationsThe need and the want of having gender equity in the workplace The role of CXOs generally in bridging the gender equity gapCreating Leadership KPIs around hitting equity measures and the importance of role modelling as leaders Gender equity quotas... and so much more! Sandra, on her research of ASX listed companies:"Research shows that with a gender balanced leadership team and Board, companies have achieved greater profitability, 27% more collaboration and faster innovation cycles because of the diversity."Links:Get a copy of Sandra's book : "From Bias to Equality: How business leaders can drive innovation, success and profitability by embracing true gender balance"For Career & Leadership coaching, connect with Rebecca Allen on Linkedin or visit the Illuminate website Rate, Review, & Follow our Show on Apple Podcasts:Also, if you haven't done so already, follow the podcast. We air every week and I don't want you to miss out on a single broadcast. Follow now!About Sandra:Sandra D'Souza, founder of Ellect, is a passionate advocate for gender equality in business leadership. An Amazon bestselling author of From Bias to Equality, Sandra's leadership is driven by resilience and a growth mindset. Recognised as the Most Influential CEO of 2023, she is committed to closing the gender gap and empowering women in leadership roles. Find Sandra on Linkedin hereAbout Rebecca:Rebecca Allen is a Career & Leadership Coach for corporate women, aspiring to senior levels of leadership. Over the last decade, Rebecca has helped women realise their potential at companies including Woolworths, ANZ, J.P. Morgan, PwC, Coca-Cola Amatil, Ministry of Defence, Frontier Sensing and AbbVie Medical Research through her Roadmap to Senior Leadership coaching programs.
ASX futures are pointing to a positive start, despite a sharp sell-off on Wall Street overnight as investors grappled with fresh uncertainty around tariffs. In commodities, gold spiked on safe-haven demand while broader prices eased, setting up a mixed backdrop for the local session. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.
Atomic Eagle offers a compelling entry into the uranium bull market, backed by a proven team from Matador Capital—the original architects behind Boss Energy's success and Lotus Resources' recent mine restart. Through a strategic RTO of GovEx Uranium, they've acquired the advanced Muntanga project in mining-friendly Zambia: a 47.4M lb resource at 344 ppm U3O8, with a feasibility study showing robust economics at $90/lb uranium. But the current investment thesis is not that of a mine build story. Atomic Eagle's focus is on aggressive exploration to double resources via a current 50,000m drill program, targeting a 40-100M lb upside which conceptually could see a mega-mine producing 4-5M lbs/year through low-cost heap leaching (90%+ recovery with low acid consumption). Well-funded with ~A$20M cash, Atomic is undervalued when compared, on an enterprise value to pounds-in-the-ground basis, to ASX peers like Deep Yellow and Bannerman. Near-term catalysts: Resource upgrade (early March), feasibility re-release, and exploration drill results. Bonus optionality: Potential recovery of the world-class Madaouela asset in Niger (120M lbs at >1,300 ppm), if current talks with the Niger government are fruitful. In this MSE episode, listen to Atomic Eagle CEO Phil Hoskins explain the company's full investment thesis. https://atomiceagle.com.au/ ASX: AEU - OTCQB: AEUXF 00:00 Intro 00:34 Meet Atomic Eagle: ASX RTO of GoviEx & Who's Behind It 01:28 Matador's Uranium Track Record: Boss Energy to Lotus Restart Success 03:12 Why the GoviEx Deal Happened: ASX Valuation Comps & Timing 04:31 US OTCQB Listing: Tapping North American Uranium Investors 06:05 Friedland Connections & Geopolitics: US/China/Russia in Africa 08:26 The Muntanga Project Breakdown: Resource, Tenure & 2025 FS Context 10:08 Growth Strategy: New Drilling, Resource Upgrade & 4–5M lb/yr Heap Leach Concept 12:32 Funding & 2025 Drill Plan: 50,000m Program and Priority Targets 14:15 Zambia Advantage: Mining-Friendly Jurisdiction, Infrastructure & Export Route 17:12 The Niger Asset: Expropriation, Arbitration & Potential Upside 19:27 Near-Term Catalysts + Technical Upsides: Recovery, Acid Use, Permitting 21:42 Wrap-Up, Tickers, and Sponsor Coverage Ahead Sponsor Atomic Eagle pays MSE a United States dollar ten thousand per month coverage fee. The forward-looking statement disclaimer found in Atomic Eagle's most-recent company slide deck found at www.AtomicEagle.com.au applies to everything discussed in this interview. Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
Space isn't science fiction anymore, it's an $880 billion industry today.From satellites and GPS to defence, telecoms and the coming SpaceX IPO, we break down what the “space economy” actually is and how to invest in it. Then we zoom back to Earth: earnings season volatility, bank profits, BHP's copper moment, and why Australia earns more from beer tax than petroleum resource rent tax.Plus, the community portfolio expands with a pitch from Dave.In this episode:0:00 Intro1:12 Earnings season roundup: banks, BHP, and volatility4:34 Beer tax vs resources tax + IMF housing warning6:38 Community portfolio update: can we beat the ASX 200?8:18 Stock pitch: NVU (ASX:NVU) and the AI pivot14:49 What is the space economy, and what counts as “space”?21:43 Space investing: indices, listed companies, and SpaceX IPO watch25:47 Space ETFs: ARKX, UFO, ROKT, and JEDI under the hoodStocks & ETFs mentioned in this episode: Commonwealth Bank of Australia (ASX:CBA), Macquarie Group (ASX:MQG), National Australia Bank (ASX:NAB), Judo Bank (ASX:JDO), BHP Group (ASX:BHP), Woodside Energy Group (ASX:WDS), Nick Scali (ASX:NCK), Cochlear (ASX:COH), Webjet (ASX:WEB), Catapult Group International (ASX:CAT), Playside Studios (ASX:PLY), NVU Limited (ASX:NVU), NVIDIA (NASDAQ:NVDA), Lockheed Martin (NYSE:LMT), Boeing (NYSE:BA), BAE Systems (LSE:BA.), Airbus (EPA:AIR), Planet Labs (NYSE:PL), Rocket Lab (NASDAQ:RKLB), AST SpaceMobile (NASDAQ:ASTS), EchoStar (NASDAQ:SATS), Intuitive Machines (NASDAQ:LUNR), ARK Space Exploration & Innovation ETF (NYSEARCA:ARKX), Procure Space ETF (NASDAQ:UFO), SPDR S&P Kensho Final Frontiers ETF (NYSEARCA:ROKT), Space Innovators ETF (JEDI)———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.
Discover how to spot undervalued stocks like Shinhan Financial Group NYSE:SHG using the proven QAV (Quality at Value) methodology from Tony Kynaston – a systematic, checklist-driven approach inspired by Warren Buffett and Charlie Munger to beat the market. In this Weekend Watchlist episode, We unpack Shinhan Financial Group (SHG), a deep‑value Korean bank with a messy story and a cheap valuation.
Discover how to spot undervalued stocks like Shinhan Financial Group NYSE:SHG using the proven QAV (Quality at Value) methodology from Tony Kynaston – a systematic, checklist-driven approach inspired by Warren Buffett and Charlie Munger to beat the market. In this Weekend Watchlist episode, We unpack Shinhan Financial Group (SHG), a deep‑value Korean bank with a messy story and a cheap valuation.
In tonight's Australian Stock Market Show, Fil, Janine and Zoran share 8 of the best gas ASX stock plays to put on your watchlist
– Are we about to see a change in CGT? – It’s expectations season – PR-by-ASX-announcement? Go to https://surfshark.com/motley or use code MOTLEY at checkout to get 4 extra months of Surfshark VPN!See omnystudio.com/listener for privacy information.
In this episode of QAV Australia, Cameron and Tony navigate a particularly turbulent period for the ASX, noting a buy list that recently shrank to just three stocks amidst a broader market correction. The duo discusses the fallout for software companies like **Reckon (RKN)** and **Xero (XRO)** as the "AI penny drops," the impact of the RBA's unexpected rate hike, and the dramatic 24% jump for **Pepper Money (PPM)** following a takeover bid from Challenger. The episode features a deep dive into **Atlas Pearls (ATP)**, examining the unique (and labor-intensive) world of Indonesian pearl farming, before wrapping up with a "gritty" after-hours segment covering everything from *Game of Thrones* prequels to Baz Luhrmann's new Elvis documentary.
ASX 200 上周五大幅下挫、周一迅速反弹,分别创下去年四月以来最糟糕和最佳单日表现。科技股承压,人工智能如何成为影响市场的重要因素?(收听播客,了解详情)