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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 climbs as BHP hits record Results: PLS, Bendigo Bank, Ansell Results: Reece, Nuix, NIB, Aussie Broadband Bird flu threat grows Seoul overtakes Dubai Join our free daily newsletter here.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.
I have been banging the drum for copper for some time, but it is becoming increasingly difficult to ignore. Gold has the glamour, but many, including veteran investor Rick Rule, now see the greater opportunity in copper. In summer 2024, I highlighted three copper companies Amerigo Resources (ARG.TO) at around C$1.75 and Arizona Sonoran Copper (ASCU.TO) at C$1.36 and QCCU (QCCU.V) at 12c . Amerigo and Arizona Sonora both hit C$8 on Monday meaning gains of ~350% and ~500%. QCCU, on the other hand, is still at 12c. You can't win them all.Back in May we noted that things were getting a little hot. The metal had just hit fresh highs; there was a plethora of investment bank supercycle notes and social media was full of predictions about imminent shortages. The long-term story is intact but don't chase it, we suggested. Copper tends to be weaker over the summer and some consolidation could give you a better buying opportunity.We got a good opportunity in June but it did not last long, and here we are three months on with copper at ~$6.50/lb a couple of per cent below where we were in May.It doesn't take a genius to work out which way the trend is going in that particular chart. The summer lull has been more of a pause than anything else.Meanwhile, beneath the surface, the fundamental copper story is getting stronger.Copper's problem is not demand. It is supply.We covered the demand side extensively in May. AI needs copper. Data centres need it. Power grids need it. Electric vehicles, rearmament, reindustrialistation, India - they all need copper. This is not the usual China story by the way. If anythign China demand is lacklustre. Its imports of unwrought copper fell 11.5% year-on-year in July and industrial production there has been slowing. But, as RBC notes, the LME copper market had moved into its steepest backwardation since the 2021 squeeze. In other words, buyers are paying substantially more for copper now than for delivery later. That is a classic physical tightness indicator. Antofagasta has cut its 2026 production guidance after problems at Los Pelambres. Codelco has abandoned its 1.34 million tonne production target and now expects to produce less than it did last year.Meanwhile we have BHP's latest results. Copper now accounts for 54% of its earnings (EBITDA). Its copper mines are extraordinarily profitable (70% EBITDA margin). Yet despite the obvious incentive to produce more, BHP's copper production actually fell 3% last year. This is the largest mining company in the world, with some of the best copper assets, engineers and access to capital on the planet. If anyone can turn on the copper taps, so to speak, it should be BHP. Yet it is talking about a “persistent structural deficit” of as much as 10 million tonnes a year next decade. Demand from electrification, digitalisation, data centres and other newer uses, meanwhile, is expected to grow at around 6.5% a year.So it now aims to grow its copper production at ~5% a year, faster than the rest of its business. The requires an extraordinary amount of capital.In a recent video, Merlin Marr-Johnson, CEO of Fitzroy Minerals (FTZ.V) analyses BHP's spending plans using Escondida, the world's largest copper mine, as an example and concludes, “They're spending $5 billion to stand still. And that is the copper industry in a nutshell.”Billions of dollars of investment don't necessarily mean billions of dollars of new production. Mines get older. Grades decline. Pits get deeper. More rock has to be shifted to produce the same amount of metal. Processing plants wear out and have to be replaced. Sometimes you have to spend billions just to stop production falling.Which brings us to Rick Rule.Is copper now a better bet than gold?It could be.Rule argues that “The biggest copper mining companies in the world need to spend $250 billion to maintain current levels of copper production.” Note - to maintain, not increase. Not every one has $250 billion sitting around waiting to be spent. “The copper development boom that we absolutely have to see in the next 10 years will require vast amounts of capital.”“There's nothing that we can do, nothing at all that we can do, to avert a shortage in copper,” he says. As a result, five years from now the copper price will be, “dramatically higher than it is today.”As you know, copper is an important strategic mineral. Citi recently looked at what might happen if countries start building national inventories. Global refined copper inventories, it estimates, currently sit around at around 3 million tonnes, equivalent to just 1.3 months of global consumption. If governments decided they wanted three months instead, they would need need to find another 4 million tonnes of copper.Where does it come from?To be accumulated over two years, Citi calculates, would require the copper price price to rise to over $10/lb to bring enough scrap into the market and destroy enough demand to balance things.That is not a forecast, by the way, it is a scenario. But governments are increasingly treating critical minerals as a matter of national security. The US has proposed a US$12 billion strategic commodities programme, the EU has allocated billions to critical-mineral security and there have been calls in China for increased copper stockpiling.So what do we actually buy? This is a public episode. 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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 climbs as BHP hits record Results: PLS, Bendigo Bank, Ansell Results: Reece, Nuix, NIB, Aussie Broadband Bird flu threat grows Seoul overtakes Dubai Join our free daily newsletter here.Support the show: http://fearandgreed.com.au/See omnystudio.com/listener for privacy information.
A.M. Edition for Aug. 18. Opening arguments are set to begin today in a hugely consequential trial accusing Meta of contributing to a crisis in youth mental health and which could cost the social media giant more than $1 trillion. WSJ reporters Meghan Bobrowsky and Erin Mulvaney preview what to expect as proceedings get underway. Plus, retail giant Costco prepares to enter the Medicare market. And minerals companies lean into red, white and blue branding in a bid to score U.S. federal funding. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Plus: BHP annual profit rises on record copper prices. And a tech selloff that began on Wall Street Monday, gathers steam. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
S&P futures are down (0.6%) and pointing to a lower open. Asian markets were mostly lower today. Japan benchmarks were sharply lower as tech names dragged. South Korea and Taiwan saw similar declines. Mainland China markets and Hong Kong pared morning losses but still closed in the red. Australia posted mild gains with mining giant BHP notably higher. European markets opened mostly lower today.
Business and finance news from the Asia-Pacific. Asian bonds followed Treasuries lower as concerns over government finances mounted, while higher oil prices added to fears that inflation will quicken. Treasury 30-year yields rose to 5.32%, a level last seen in June 2007. Oil prices advanced as prospects for peace in the Middle East dimmed, reviving concern that prolonged geopolitical tensions will threaten supplies and keep energy costs elevated. Global benchmark Brent rose 0.3% to $91.10 a barrel after President Donald Trump said he wasn't interested in extending the expiring agreement with Iran and fighting flared anew in Lebanon. Bloomberg's Executive Editor for Asia Markets Paul Dobson breaks down the markets. Plus - in earnings news, BHP Group's full-year profit rose by almost a third, thanks to improved copper and iron ore prices that helped the world's largest miner beat forecasts, just as new boss Brandon Craig takes the helm. Craig, who started as chief executive officer in July, is focused on delivering a major pipeline of growth including expansions in South American and Australian copper — as well as its push into potash, a mineral used in fertilizer. BHP says it is targeting 3% to 4% copper equivalent growth per year up to 2035 — roughly double consensus expectations. Julia Lee, Investment Director at Shaw and Partners Asset Management spoke to Bloomberg TV host Paul Allen.See omnystudio.com/listener for privacy information.
Movie theatres are “Imax-maxxing” as Christopher Nolan's The Odyssey drives a boom in premium-format ticket sales, giving the Canadian large-screen company its strongest stretch in years.Plus, new research finds Russian disinformation farms targeting Albertans with pro-separation propaganda, amplifying a movement that still has limited support but outsized online noise.And in The Big Picture: inflation ticks up on higher gas prices, NexGen courts BHP for a stake in its massive Saskatchewan uranium project, and Mark Walter explores selling part of Chelsea after a record Lakers deal.The Peak Daily is produced in partnership with reframevid.com
Copper has overtaken iron ore as BHP’s biggest earnings engine for the first time, as the mining giant delivers a 30% jump in underlying profit and its highest dividend in four years. Michelle Martin looks at what BHP’s results tell investors about the long-term copper story. Meanwhile, Meta faces a potentially enormous legal test over allegations surrounding social-media addiction, and Alibaba sharpens its focus on AI with the sale of its gaming business. Plus, which industry is being hit by climate change?See omnystudio.com/listener for privacy information.
Wednesday 19 August 2026 The top five business stories in five minutes, with Sean Aylmer and Michael Thompson. BHP, CSL boom results Canberra deal frenzy Three takeover bids yesterday CBA expands loyalty points Tasmanian Tiger auction Hit follow on the podcast so you don’t miss the latest news Join our free daily newsletter here And don’t miss the latest episode of How Do They Afford That? - ten purchases that actually save you money. Get the episode from Apple, Spotify or anywhere you listen to podcasts.Support the show: http://fearandgreed.com.au/See omnystudio.com/listener for privacy information.
Wednesday 19 August 2026 Copper becomes the driving force for BHP and healthcare giant CSL claims it is back in the game. The federal government does deals to push through its gambling, NDIS and widow tax legislation Three different takeover bids were made yesterday in the manufacturing, mining and financial services sectors Commonwealth Bank expands its loyalty points beyond credit cards A badly stuffed fox head, which turned out to be a Tasmanian Tiger, sells at auction for $118,000 Hit follow on the podcast so you don’t miss the latest news, and join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - ten purchases that actually save you money. Get the episode from Apple, Spotify or anywhere you listen to podcasts.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.
BHP has delivered a strong year of earnings and cash generation, but one of the biggest changes is happening inside the business itself: copper has overtaken iron ore to account for more than half of earnings.Sean Aylmer speaks with BHP Chief Financial Officer Vandita Pant about the company’s plans to grow copper production, why iron ore remains central to the business, the long-term bet on potash and the outlook for metallurgical coal. They also discuss how BHP is thinking about capital allocation in an increasingly volatile world.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.
In June of this year, Comms Declare published a report titled From Cradle to Career, which looked into the influence and sponsorship of major coal, oil and gas corporations in childhood settings such as schools, museums, sporting clubs, scholarships and career pathway programs. It identified approximately 260 publicly documented programs, partnerships, sponsorships and other initiatives through which major fossil fuel companies, including Woodside, Shell, Chevron, Santos, BHP and Glencore, engage with Australian children and young people. It's the first national report to expose the marketing by these companies in these kinds of settings, and it found that policy loopholes are allowing private companies to reach our kids in these places. Shae speaks to Belinda Noble, the President and Founder of Comms Declare, and Nic Seton, the CEO of Parents for Climate, about the report. Head to https://www.parentsforclimate.org/not_for_sale to sign the petition calling for a Senate Inquiry into fossil fuel sponsorship in childhood education settings. parentsforclimate.orghttps://commsdeclare.org/http://commsdeclare.org/cradle-to-career/ Image: Sectional School Building (2015), by Heritage Branch Staff, CC-BY-4.0
This episode is supported by Xero, helping businesses use AI with more control through JAX, its in-platform AI finance partner. Get 90% off your plan for your first 6 months at xero.com/highflyers. Terms apply. ________ Luke Anear is the Founder and CEO of Mitti, the global technology company formerly known as SafetyCulture. Founded in 2004, Mitti has grown into a US$1.6 billion company with 850+ employees, helping tens of thousands of organisations improve how work gets done. Today, it is expanding across AI, computer vision and insurance, building on more than 3.5 billion workplace images and an insurance business that has already written US$115 million+ in premiums. After more than 20 years building the company, Luke stepped away from the CEO role completely exhausted. Eighteen months later, he's back in the chair, has made more changes in five months than he says he did in the previous decade, and is rebuilding the business for the AI era. In this candid conversation, Luke shares how dropping out of school and cycling through 18 jobs and businesses shaped him, including living in his car before making $42,000 in a single night, and why he regrets selling 28% of SafetyCulture for just $2 million. Vidit and Luke unpack the chaos of scaling from 25 to 300+ employees, why stepping away became “one of the best things that ever happened” to him, what he's doing differently in his second stint as CEO, and his ambition to build Mitti into a $10 billion revenue business. They also explore why AI is pushing software from horizontal to vertical, Mitti's expansion beyond traditional SaaS, the surprising lesson Luke learned on a job site in Nepal, and the more personal side of a founder who flies helicopters, makes films and once took his children out of school to travel the world making documentaries together. Please enjoy exploring your curiosity. ________ Get in touch with us via email at contact@curiositycentre.com Join our stable of commercial partners including the Australian Government, Google, KPMG,, Allens, Macquarie Capital, Xero, JP Morgan and more. Show notes and more episodes here Follow us on LinkedIn, Twitter and Instagram Get in touch with our Founder and Host, Vidit Agarwal directly here Contact us via our website ________ TIMESTAMPS 00:00 Why SafetyCulture became Mitti02:10 Introduction07:00 Xero10:15 Living in his car to making $42K overnight20:30 How SafetyCulture really started25:30 Selling 28% for $2 million31:30 Stepping away and returning as CEO36:00 The mistakes of scaling too fast44:15 Why AI is making software more vertical46:30 What Nepal taught Luke about global expansion54:00 From SaaS to insurance1:03:00 “I was cooked”: burnout and becoming a different CEO1:15:00 Documentaries, his kids and flying helicopters1:23:00 Rapid fire ________ The High Flyers Podcast features in-depth interviews with the world's most influential figures in business, tech, finance, government and sport. Launched in 2020, it has ranked in the global top ten for past three years, with listeners in 27 countries and over 200+ episodes released, and featured in Forbes, Daily Telegraph, and at SXSW. Our guests include -- Malcolm Turnbull (Prime Minister of Australia), Jason Collins (Head of BlackRock, Asia Pacific), Brad Banducci (CEO, Woolworths), Michael Schneider (CEO, Bunnings), David Eckstein (CFO, Legora), Jesse Zhang (CEO, Decagon), Vandita Pant (CFO, BHP), Elena Verna (Head of Growth, Lovable), David Haber (a16z Partner), Jodie Auster (Uber's Global Head of Travel), Rob Giglio (CCO, Canva), Jean-Michel Limieux (CTO, Shopify and Atlassian), Stevie Case (CRO, Vanta), Cristina Cordova (COO, Linear), Gautam Chari (Head of Capital Commitments, Bank of America), John Haddock (CBO, Harvey), Mark Suster (Partner, Upfront Ventures), Niki Scevak (Partner, Blackbird), Craig Tiley (CEO, USA Tennis), Jeanne DeWitt Grosser (COO, Vercel), Paul Bassat (Partner, Square Peg), Bowen Pan (Creator, Facebook Marketplace), Peter Varghese (Secretary of Foreign Affairs, Australian Government), Sam Sicilia (CIO, Hostplus), Jack Zhang (CEO, Airwallex), Tim Doyle (CEO, Eucalyptus), Sukhinder Singh Cassidy (CEO, Xero), Sanjeev Gandhi (CEO, Orica) and Philip Green (Australia's Ambassador/High Commissioner to India).
W 426. odcinku rozpoczynamy nową serię poświęconą pracy na hali produkcyjnej, w fabryce oraz w magazynie. W pierwszym odcinku serii przejdziemy przez absolutne fundamenty. Dowiecie się, jak po angielsku rozmawiać o grafikach, zmianach i nadgodzinach, jak opisywać kwestie wynagrodzenia, jak poprawnie nazwać elementy odzieży ochronnej oraz jak krótko i profesjonalnie komunikować się z przełożonym na hali.------Rozdziały--------(0:00) - Start(0:32) - Intro(1:35) - Grafik pracy(6:26) - Wynagrodzenie(8:25) - Test #1(9:27) - BHP(13:17) - Przełożony(15:30) - Test #2(16:27) - Outro----------------------Jeżeli doceniasz moją pracę nad podcastem, to zostań Patronem KNA dzięki stronie https://patronite.pl/kwadrans. Nie wiesz czym jest Patronite? Posłuchaj specjalnego odcinka: https://kwadransnaangielski.pl/wsparcieDołącz do naszej społeczności na stronie https://KwadransNaAngielski.plLekcji możesz słuchać na Spotify albo oglądać na YouTube.Wszystkie nowe wyrażenia z tej lekcji w formie pisemnej są dostępne na stronie https://kwadransnaangielski.pl/426#polskipodcast #kwadransnaangielski #angielski----------------------Chcesz wesprzeć nas jednorazową wpłatą, bez zobowiązań?Wejdź na: https://suppi.pl/kwadrans
This week's episode features Wheaton Precious Metals CEO Haytham Hodaly in conversation with host Adrian Pocobelli on how the streaming model is holding up in today's market. Hodaly discusses the direction he plans to take the company following former CEO Randy Smallwood's departure, including Wheaton's recent streaming deal with BHP. He also explains the differences between royalty and streaming models, why he believes streaming offers distinct advantages, and why Wheaton remains focused on precious metals rather than expanding across the broader metals sector. This week's Spotlight features Hayasa Metals founder and president Dennis Moore and CEO Joel Sutherland, who discuss the company's Vardenis and Urasar projects in Armenia. To learn more, visit: https://hayasametals.com/ All this and more with host Adrian Pocobelli. “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (www.incompetech.com). Licensed under Creative Commons: By Attribution 4.0 License creativecommons.org/licenses/by/4.0 Apple Podcasts: https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201 Spotify: https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K YouTube: https://www.youtube.com/@NorthernMiner Soundcloud: https://soundcloud.com/northern-miner
The ASX 200 gained 18 points to 9,251 (+0.2%), with a slight flip higher as the RBA kept rates unchanged. Once again, we saw banks under some modest pressure, with ANZ down 1.3% and the Big Bank Basket down 0.3% to $287.50. Insurers also slipped, with QBE down 1.1% and IAG having a bad day, down 4.0%. Elsewhere, industrials were mainly firm, with healthcare a star, CSL up 2.9% and RMD up 3.8%. TLS managed a small loss, while CAR had a small loss after yesterday's results, falling 1.1%. We also saw QAN dropping 3.2% as the oil price headed higher, and both WOW and COL fell away as traders embraced more risk in the tech space. XRO rose slightly, and NXT was up as well.Meanwhile, resources did well, especially in the gold sector, with the gold miners heading higher. NEM was up 2.8% and GMD up 0.7%. BHP rose 0.7%, and coal stocks were also firm, as were uranium stocks, with PDN up 2.6% and DYL up 2.8%. WDS rose 3.8% and STO was up 5.4%.In corporate news, 360 fell 19.4% after offering no guidance, and SGH also tumbled 10.3% as the Coats business disappointed.On the economic front, the RBA kept rates on hold, as was widely anticipated, with a slight hawkish tinge. The economic team at ANZ also predicted the end of the world for housing over the next two years. The oil price continued to push higher, with the gold price coming off its highs.Asian markets were mixed, with Japan closed, Hong Kong down 0.7%, China down 0.1%, and Korea up 1%. US futures were mixed, with the Dow down 17 points and the Nasdaq up 43.Marcus Today – Daily Market Insights Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise. If you'd like to go further: Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcast Join Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offer MT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcast Principles – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast — Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
Flavia Tata Nardini is the co-founder and CEO of Fleet Space Technologies, the Adelaide company using satellites, seismic sensors and AI to help find the critical minerals needed for the energy transition. Since starting with just A$25,000, Fleet has grown into a global space and mining technology company valued at more than A$800 million. In this candid conversation, Flavia shares how losing everything as a child shaped her relationship with money, identity and risk, why moving to Australia left her with little choice but to build her own company, and how Fleet searched for product-market fit across everything from beehives and cattle to pipelines and vineyards. Vidit and Flavia explore the mining breakthrough that transformed Fleet, the A$100 Rocket Lab launch that helped save the company, raising children while building a startup, finding the right partner in life and business, and why Fleet now plans to take the same seismic technology it uses beneath the Earth to the Moon. Please enjoy exploring your curiosity. ________ Get in touch with us via email at contact@curiositycentre.com Join our stable of commercial partners including the Australian Government, Google, KPMG,, Allens, Macquarie Capital, Xero, JP Morgan and more. Show notes and more episodes here Follow us on LinkedIn, Twitter and Instagram Get in touch with our Founder and Host, Vidit Agarwal directly here Contact us via our website ________ TIMESTAMPS 01:00 Who is Flavia 03:42 The Day Her Family Lost Everything 14:02 The Childhood Dream That Never Left Her 19:12 Leaving Rome and Becoming Someone New 24:22 What the Space Industry Got Wrong 27:08 Why Australia Forced Her to Become a Founder 35:35 How Fleet Space Really Began 38:38 Betting on an Industry She Barely Knew 41:15 The Moment Fleet Became More Than an Idea 45:05 Building a Company With the Person You Love 49:36 The Messy Search for Product-Market Fit 54:12 The Bet That Changed Fleet Forever 55:45 Using Satellites and AI to See Beneath Earth 01:01:02 Building a Global Deep-Tech Company From Adelaide 01:05:15 The $100 Satellite Launch That Saved Fleet 01:09:15 From Founder Mode to Leading an $800M Company 01:14:40 Taking Fleet's Technology From Earth to the Moon 01:16:00 Rapid Fire ________ The High Flyers Podcast features in-depth interviews with the world's most influential figures in business, tech, finance, government and sport. Launched in 2020, it has ranked in the global top ten for past three years, with listeners in 27 countries and over 200+ episodes released, and featured in Forbes, Daily Telegraph, and at SXSW. Our guests include -- Malcolm Turnbull (Prime Minister of Australia), Jason Collins (Head of BlackRock, Asia Pacific), Brad Banducci (CEO, Woolworths), Michael Schneider (CEO, Bunnings), David Eckstein (CFO, Legora), Jesse Zhang (CEO, Decagon), Vandita Pant (CFO, BHP), Elena Verna (Head of Growth, Lovable), David Haber (a16z Partner), Jodie Auster (Uber's Global Head of Travel), Rob Giglio (CCO, Canva), Jean-Michel Limieux (CTO, Shopify and Atlassian), Stevie Case (CRO, Vanta), Cristina Cordova (COO, Linear), Gautam Chari (Head of Capital Commitments, Bank of America), John Haddock (CBO, Harvey), Mark Suster (Partner, Upfront Ventures), Niki Scevak (Partner, Blackbird), Craig Tiley (CEO, USA Tennis), Jeanne DeWitt Grosser (COO, Vercel), Paul Bassat (Partner, Square Peg), Bowen Pan (Creator, Facebook Marketplace), Peter Varghese (Secretary of Foreign Affairs, Australian Government), Sam Sicilia (CIO, Hostplus), Jack Zhang (CEO, Airwallex), Tim Doyle (CEO, Eucalyptus), Sukhinder Singh Cassidy (CEO, Xero), Sanjeev Gandhi (CEO, Orica) and Philip Green (Australia's Ambassador/High Commissioner to India).
City of Perth update reveals some councillors resist change; BHP, unions back to bargaining table and Lendlease sells half stake in Lakeside Joondalup to Cbus Property in a $1.3 billion deal. Plus, Gary Adshead and Nadia Budihardjo discuss a wide ranging interview with Treasurer Rita Saffioti.
Standard Uranium Ltd (TSXV:STND)(OTCQB:STTDF) CEO Jon Bey tells Proactive's Stephen Gunnion that the company has secured a C$3 million investment from Bitexco, a Vietnamese energy company also known as Big Energy, marking it as a strategic shareholder in Standard Uranium's Athabasca Basin uranium exploration portfolio. Bey said the C$3 million will partly fund the ongoing Davidson River Project drill program, which started in June and is expected to run through the third week of September. The program targets 7,000 to 8,000 metres with a total budget of approximately $5.5 to $6 million, and Bey expects roughly $2 to $2.5 million to remain in the bank after the program concludes. On the exploration upside at Davidson River, Bey highlighted that the southwest corner of the Athabasca Basin is proving fertile for high-grade uranium, with neighbours including NexGen Energy to the east, Paladin, and BHP, which he says has recently staked a large position directly south of Standard Uranium's ground. Beyond Davidson River, Standard Uranium holds 10 projects across the Athabasca Basin. Bey said the Corvo project, drilled this spring with Aventus Energy, and the Rocas project with Collective Metals are both being targeted for 2027 drilling, with additional joint venture discussions ongoing across the wider portfolio. Bey also noted that September marks the start of the uranium contracting season, with the World Nuclear Uranium Conference in London typically coinciding with utilities beginning to sign supply contracts, which he said has historically supported uranium spot and long-term prices. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #StandardUranium #STND #uranium #AthabascaBasin #DavidsonRiver #uraniumexploration #mining #Canada #resourcestocks #commodityinvesting
The Daily Business and Finance Show - Friday, 7 August 2026 We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days! Please click here for more info: Subscribe to Seeking Alpha Premium News Today's headlines: Applied Optoelectronics outlines $255M-$290M Q3 revenue as 800G ramp stays capacity-constrained Trump to meet mining execs from Rio Tinto, BHP, MP Materials, and Freeport to counter China reliance: report SpaceX's Starlink threat to mobile carriers is exaggerated, T-Mobile CEO says MDA Space Non-GAAP EPS of $0.36 beats by $0.10, revenue of $498.6M beats by $180.04M US crude imports from Saudi Arabia hit zero in July; oil benchmarks head for 8% weekly loss Biggest stock movers Friday: TTD, ABNB, and more SK Hynix invests $38B in Korea chip fab expansion Stock index futures muted as investors await July jobs report Explanations from OpenAI ChatGPT API with proprietary prompts. This podcast provides information only and should not be construed as financial or business advice. This podcast is produced by Klassic Studios Learn more about your ad choices. Visit megaphone.fm/adchoices
STF na volta do recesso: eleições, TSE e o encontro que incomodouO Supremo retoma os trabalhos, mas o protagonismo do semestre pode não estar na própria pauta do tribunal. Recebo Juliana Cesario Alvim para discutir o que vem por aí: os inquéritos dos casos Master e INSS — com a operação contra Willer Tomás provavelmente a última grande ação antes das eleições —, e uma pergunta inédita até aqui: pode o Supremo se tornar uma instância revisora de decisões do TSE, hoje presidido por Nunes Marques?- ASSINE A MINHA NEWSLETTER PARA SABER MAIS: https://substack.com/@recondoeosonzeTambém comentamos o encontro mediado por Alexandre de Moraes entre Lula, Davi Alcolumbre e Cristiano Zanin — e por que é tão difícil explicar, sem alimentar a crítica de politização, um ministro do Supremo articulando diálogo entre presidente e candidato à reeleição. E fechamos com a proposta de conflito de interesse do ministro Fachin no CNJ, o episódio do patrocínio recusado da mineradora BHP, e uma aposta: o debate sobre código de conduta do STF só deve avançar de verdade depois das eleições.Sem Precedentes é produzido pela Zarabatana Estúdios.
The ASX 200 put in another solid day, rising 44 points to 9,272 (0.5%), as the banks and gold stocks shone. We did see higher levels earlier in the session, but some of the enthusiasm was sapped by a fall in the Kospi, while BHP and RIO finished slightly mixed. CBA rose 0.9% and NAB gained 0.4%, with financials generally firmer. The Big Bank Basket rose to $299.21 (+0.6%) Insurers slipped, however, with QBE down 1.0%, while the REITs also eased, with GMG down 1.7% and SCG off 1.3%. Healthcare continued its recent strength, with CSL up 1.3% and RMD rising 0.3%.Technology had a mixed session, with WTC falling 1.5% and XRO gaining 0.4% as the sector paused for breath after recent gains. Industrials were generally firmer, while retailers had a good day, led by JBH, up 2.9%, and HVN, which rose 1.2%.In the resource sector, the gold price pushed higher again, dragging the miners with it. EVN rose 3.8% and NST added 3.2%. There was little to report in lithium, with the sector drifting slightly higher. Uranium stocks eased modestly, while coal stocks were stronger, with WHC up 2.5%. Oil and gas stocks were little changed as investors continued to wait for further developments in the Iranian talks.In corporate news, REA rose 3.4% after posting an 11% increase in revenue. AMP also had a strong session after announcing a 57% jump in half-year profit and unveiling a $150m share buyback. Meanwhile, BPT fell after reporting a 21% decline in underlying FY profit, while AQZ surged 30% before entering a trading halt as it renegotiates contracts with QAN. Nothing on the economic front today.Asian markets were weaker, with the Nikkei 225 down 0.99%, Hong Kong down 1.7%, China down 0.8%, and Korea off 4.6%. US futures were flat with the Dow up 118 points and the Nasdaq down 83. Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
AI dawno przestała tylko wspierać biznes – dziś współdecyduje o rekrutacji, cenach czy zdolności kredytowej. Nowe regulacje AI Act, których kolejne wymogi wchodzą w życie, zderzają firmy z nową rzeczywistością prawną i finansową. Brak wiedzy zarządu o tym, jakich narzędzi używają pracownicy (tzw. "Shadow AI"), nie będzie już dobrą linią obrony.
SBS Dinka News: Dööm cin beei dhɛ̈ɛ̈ŋ Gaza aci caal ku aye Bɛny America Donald Trump lueel kënë ee wën ca akëköl looi. Kɔc juëëc kek BHP aci lɔ aɣeer wɛ̈t käwën wïc käk keek bi keek ciɔ̈k piny.
Claire Tyrrell and Ella Loneragan discuss Perth's new city architect's mission to communicate the value of design. Plus; more strike action at BHP's Port Hedland operation; Fortescue's iron ore spoils and WA on track for another record crop.
From a Coal Mine Summer Job to Leading America's Next Critical Minerals Project Pat Risner had no mining background, no family in the industry, and no plan to end up here. One summer underground changed everything. Now, as President of South32 Hermosa, he's building one of the most important zinc and manganese projects in the country — from the ground up. In this episode, Pat joins Mining Minds to share his journey from Oklahoma to BHP's global operations, the leadership lessons he learned the hard way, why culture came before anything else at Hermosa, and how a smaller footprint, less water, and deep tribal partnership are redefining what a modern mine looks like.
In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über Entspannung im Nahen Osten, Hoffnung auf schwindende KI-Konkurenz aus China und die besten aktiv gemanagten Tech-Fonds. Außerdem geht es um ChangXin Memory Technologies (CXMT), SK Hynix, Micron, Microsoft, Meta, ARM, Qualcomm, Grupo México, BHP, Rio Tinto, Vale, Petrobras, Ecopetrol, Itaú Unibanco, Nu Holdings, Amundi MSCI Emerging Markets Latin America ETF (WKN: A2H58P), iShares MSCI EM Latin America ETF (WKN: A0NA45) Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen, 30 € ETF als Bonus sichern und aus tausenden ETFs wählen. Smartbroker+ macht Investieren einfach. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast2/ Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
อุบัติเหตุในเหมืองถ่านหิน BHP คร่าชีวิตคนงาน 1 ราย บาดเจ็บสาหัสอีก 1 ราย | รัฐบาลแรงงานโต้เสียงวิจารณ์ หลังผลสำรวจชี้ One Nation คะแนนนิยมพุ่ง | ทรัมป์ขึ้นภาษีนำเข้าสินค้าออสเตรเลียเป็น 12.5% มีผลบ่ายวันนี้ | ผู้ประท้วงรวมตัวหน้าประชุมพรรคแรงงาน เรียกร้องยกเลิกข้อตกลง AUKUS
This week on the Talking Wealth, Janine discusses the strike at BHP's bulk export terminal at Port Headland and why this is critical for iron ore. Headlines often distract investors from what's ahead.
On this week's Making Contact, we feature an extended interview with Ivey Camille Manybeads Tso, a queer Diné filmmaker and director of the award-winning documentary Powerlands. Powerlands traces how multinational energy corporations extract resources and profits while displacing and harming Indigenous communities around the world. The film follows Indigenous activists in Navajo Nation, Colombia, Mexico and the Philippines who are fighting back against corporations like Peabody Energy, Glencore and BHP. This show first aired in June 2023. Featuring: Ivey Camille Manybeads Tso, an award-winning queer Diné filmmaker and director of Powerlands Music: Documentary by Music_Unlimited Credits Host: Lucy Kang Executive Director: Jina Chung Engineer: Jeff Emtman Digital Media Marketing: Lissa Deonarain This episode includes excerpts from the documentary film Powerlands. Learn More: Powerlands Documentary website: www.powerlands.org
Erichsen Geld & Gold, der Podcast für die erfolgreiche Geldanlage
Über entsprechende Aktien bin ich selbst ebenfalls im Rohstoffsektor investiert – welche das sind, werde ich euch gleich natürlich auch verraten. Zunächst möchte ich jedoch einer spannenden Frage nachgehen, die sich aus einer Studie ergibt, die ich vergangene Woche gelesen habe: Stehen Rohstoffe möglicherweise vor einer Jahrhunderthausse? ► Hole dir jetzt deinen Zugang zur brandneuen BuyTheDip App! Jetzt anmelden & downloaden: http://buy-the-dip.de ► An diese E-Mail-Adresse kannst du mir deine Themen-Wünsche senden: podcast@lars-erichsen.de ► Meinen BuyTheDip-Podcast mit Sebastian Hell und Timo Baudzus findet ihr hier: https://buythedip.podigee.io ► Schau Dir hier die neue Aktion der Rendite-Spezialisten an: https://www.rendite-spezialisten.de/aktion ► TIPP: Sichere Dir wöchentlich meine Tipps zu Gold, Aktien, ETFs & Co. – 100% gratis: https://erichsen-report.de/ Viel Freude beim Anhören. Über eine Bewertung und einen Kommentar freue ich mich sehr. Jede Bewertung ist wichtig. Denn sie hilft dabei, den Podcast bekannter zu machen. Damit noch mehr Menschen verstehen, wie sie ihr Geld mit Rendite anlegen können. ► Mein YouTube-Kanal: http://youtube.com/ErichsenGeld ► Folge meinem LinkedIn-Account: https://www.linkedin.com/in/erichsenlars/ ► Folge mir bei Facebook: https://www.facebook.com/ErichsenGeld/ ► Folge meinem Instagram-Account: https://www.instagram.com/erichsenlars Die verwendete Musik wurde unter www.soundtaxi.net lizenziert. Ein wichtiger abschließender Hinweis: Aus rechtlichen Gründen darf ich keine individuelle Einzelberatung geben. Meine geäußerte Meinung stellt keinerlei Aufforderung zum Handeln dar. Sie ist keine Aufforderung zum Kauf oder Verkauf von Wertpapieren. Zum Zeitpunkt der Erstellung dieses Beitrags war der Autor, Lars Erichsen, in folgenden der besprochenen Finanzinstrumente selbst investiert: RioTinto, BHP, Gold. Geplante Änderungen: Keine. Weitere Informationen entnehmen Sie bitte unserem Transparenzhinweis zum Umgang mit Interessenskonflikten: https://www.lars-erichsen.de/transparenz-und-rechtshinweis
SHARESIES · MARKET MOVEMENTS · 22 JULY 2026Jacki Neumann, Head of Capital Markets at Sharesies Note: Filmed Tuesday 21 July ↑ WHAT’S UP — As US–Iran tensions re-escalated, Brent crude oil spiked more than 13% for the week. US banks posted strong results on record ECM and trading revenue off the back of the SpaceX IPO and AI infrastructure fundraising. ↓ WHAT’S DOWN — A tech-led sell-off pulled the S&P 500 down 1.5% and the Nasdaq 2.9%. The Philadelphia Semiconductor Index tumbled almost 10%, closing more than 20% below its June peak. Materials and tech led an ASX pullback. ! BIGGEST SURPRISES — June US inflation came in cooler than expected, even as several Fed officials stayed hawkish. China's Q2 GDP grew just 4.3% — its weakest since late 2022 — with a knock-on risk for Australian iron ore names like BHP, Rio Tinto and Fortescue. ◎ WHAT TO WATCH — Earnings season steps up this week, with Alphabet and Tesla both reporting. On Thursday the ECB delivers its rate decision, with a hold expected, and Australia's June jobs data lands, with unemployment tipped to stay near 4.4%. ◈ BIGGER PICTURE — Debate over the cause of the semiconductor sell-off: capex sustainability, open-source competition, an AI earnings bubble? The next few weeks of tech earnings reporting should show whether this was a healthy reset or the start of something bigger. Disclaimer: Sharesies Market Movements is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. This video is general market commentary and educational in nature. It is not financial advice and does not take into account your personal objectives, financial situation or needs. Information is current at the time of recording and may be subject to change. We do not provide recommendations and nothing in this video should be taken as a recommendation to buy or sell any financial product. Investing involves risk. You might lose the money you start with. Past performance is not indicative of future performance. If you require personal financial advice, you should consider speaking with a qualified financial adviser. Our disclosure documents and terms and conditions, including a Target Market Determination and IDPS Guide for Sharesies Australian customers, are available on our relevant Australian or NZ website.See omnystudio.com/listener for privacy information.
Send us Fan MailIs your business strategy failing to deliver results? In this episode, Brad Jeavons breaks down the Strategy and Cultural Planning System — the essential framework for business leaders who want to build a high-performance culture, drive sustainable productivity growth, and achieve real business transformation.Drawing on the latest Reserve Bank of Australia productivity data from June 2026 and the new book Leading Enterprise Excellence by Butterworth, Jeavons, Ray and Dargan, Brad reveals why most strategic planning fails and what to do instead.In this episode you will learn why Australian productivity is in negative territory and what leaders must do now, the two levers of organisational productivity — optimisation and innovation — and how to build a strategic planning system that actually executes. Brad also covers how to define your culture through ideal leadership behaviours, how to use SWOT analysis and the XY Matrix for strategic focus and core competency development, and how to align strategy and culture from the boardroom to the frontline.This episode is essential listening for CEOs, senior leaders, operations managers, continuous improvement practitioners, HR and organisational development professionals, and anyone leading business transformation in Australian or global organisations.Coming up in this series: Strategy and Behaviour Deployment, plus real-world examples from Michelle Thomas of BHP and Matt Oakley of Farah.Download free Strategic and Cultural Planning templates at theenterpriseexcellencepodcast.com/downloadsPlease like, subscribe and share to help other leaders create a better future.To learn more about what we do, visit https://enterpriseexcellencegroup.com.au/Thanks for your time, and thanks for helping to create a better future.
Alyssa Viljoen, MD of Merchant West Investments, unpacks BHP Group's latest update. With copper and iron ore driving the story, is BHP now a stronger investment case than Anglo American? Hlelo Giyose, CIO at First Avenue Investment Management, explains his "flying geese" theory and why emerging market domestic champions are increasingly taking their businesses beyond their home borders. Simon shares his thoughts on the IPO hype cycle and why retail investors so often end up left holding the bag.
A stronger year for ASX listings is offering signs of renewed confidence, but competition for IPOs remains fierce as companies increasingly turn to private equity and overseas exchanges for capital. Ricardo Gonçalves speaks with ASX General Manager, Listings James Posnett about the rebound in new listings and what it means for Australia's capital markets. Plus, Mathan Somasundaram from Deep Data Analytics unpacks a flat session for the ASX as BHP shares fell amid strike action at its Port Hedland iron ore operations, while AMP and REA Group rallied on upbeat company updates.A stronger year for ASX listings is offering signs of renewed confidence, but competition for IPOs remains fierce as companies increasingly turn to private equity and overseas exchanges for capital. Ricardo Gonçalves speaks with ASX General Manager, Listings James Posnett about the rebound in new listings and what it means for Australia's capital markets. Plus, Mathan Somasundaram from Deep Data Analytics unpacks a flat session for the ASX as BHP shares fell amid strike action at its Port Hedland iron ore operations, while AMP and REA Group rallied on upbeat company updates.
In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über neue Paypal-Fantasie, die unterschätzte Apple-Rallye und die Antwort auf die Frage: Kann ein Atommüll-Staatsfonds auch Rente? Außerdem geht es um Samsung Electronics, Micron Technology, IBM, SK Hynix, Alphabet, Meta Platforms, Amazon, Microsoft, Apple, PayPal Holdings, Block, Morgan Stanley, BlackRock, BASF, Volkswagen, BMW, Mercedes-Benz Group, Richemont, Kering, LVMH, Hermès, Burberry, TSMC, Netflix, ABB, Abbott Laboratories, GE Aerospace, Intuitive Surgical, UnitedHealth Group, Alcoa, United Airlines Holdings, BHP, ING Group, Smartbroker Holding, AMD, Broadcom, Nvidia, Viasat, AST SpaceMobile, Rocket Lab, Planet Labs, EchoStar, SpaceX, Amundi Global Luxury UCITS ETF (WKN: A2H564), Boreas S&P Absolute Luxury UCITS ETF (WKN: A412DN), iShares Core MSCI World UCITS ETF (WKN: A0RPWH), Xtrackers MSCI World UCITS ETF 1C (WKN: A1XB5U), SPDR MSCI ACWI ETF (WKN: A1JJTC), iShares Core MSCI EM IMI UCITS ETF (WKN: A111X9), VanEck Semiconductor UCITS ETF (WKN: A2QC5J), Amundi MSCI Semiconductors UCITS ETF (WKN: LYX018), VanEck Space Innovators UCITS ETF (WKN: A3DP9J), Global X Copper Miners UCITS ETF (WKN: A3C7FZ), Global X Silver Miners UCITS ETF (WKN: A3DC8R), VanEck Uranium and Nuclear Technologies ETF (WKN: A3D47K), iShares Global Clean Energy ETF (WKN: A0MW0M). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien *Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt.* Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
One of the biggest strikes in Western Australia's iron ore industry this century is underway at BHP's operations at Port Hedland.
Jack McGinn and Isabel Vieira discuss the mining companies leading the renewables push in the Goldfields. Plus: Woodside claim more people involved in gas stunt; Hesperia's Kewdale logistics hub approved; and BHP workers strike at Port Hedland.
Coverage that provides news and analysis of national issues significant to regional Australians.
News Worthy Thursday: In today’s episode, Channel 7 reporter Cassidy Mosconi reveals why the BHP worker strike in Port Hedland has the WA mining sector on high alert as 200 workers down tools over pay and conditions. Plus, a flu-ridden Anthony Albanese defends skipping next month’s Garma Festival, revealing he hasn't taken a single day off all year. And a medical expert unpacks the "explosive diarrhoea" outbreak sweeping the US, with 7,000 cases already reported across 34 states.See omnystudio.com/listener for privacy information.
A rise in BHP shares and a record for Macquarie helped to push the Australian sharemarket 0.4 per cent higher as inflation in the US eased while China's economy slowed. SBS Finance Editor Ricardo Gonçalves speaks with James Gerrish from Market Partners to find out what this means for investors and the outlook for interest rates.A rise in BHP shares and a record for Macquarie helped to push the Australian sharemarket 0.4 per cent higher as inflation in the US eased while China's economy slowed. SBS Finance Editor Ricardo Gonçalves speaks with James Gerrish from Market Partners to find out what this means for investors and the outlook for interest rates.
The Australian share market edged higher on Wednesday as BHP and the materials sector drove gains despite mixed performance across other segments. Softer US inflation data and strong earnings from major banks provided support, though Chinese economic growth disappointed. Energy stocks retreated despite rising oil prices, while financials offered modest contributions. BHP's strength ahead of tomorrow's results was a key factor in the session's overall performance. 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. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.
Panel Interview withMichael Hodgson, CEO of Serabi Gold PLCAlan Carter, President & CEO of Cabral Gold Inc.Thiago Diniz, VP Exploration of ValOre MetalsRecording date: 7th July 2026Brazil is emerging as an increasingly attractive mining jurisdiction, according to executives from Serabi Gold, Cabral Gold, and ValOre Metals, who discussed the country's regulatory environment, infrastructure, and investment climate. While Brazil's federal mining framework is widely viewed as stable and predictable, challenges persist at the state level, particularly in newer mining regions such as Pará. There, under-resourced agencies often delay permitting, leading companies to rely on temporary “guia” licenses to maintain project timelines.Despite these bottlenecks, investor sentiment toward Brazil has improved significantly. What was once considered a “Brazil discount” in mining valuations has, according to industry leaders, shifted to a “Brazil premium.” This change is driven by strong gold prices, increased participation from major global miners such as Vale, BHP, and Anglo American, and growing access to both institutional and retail capital. Brazil's mining sector also plays a major economic role, contributing billions in revenue and exports.Infrastructure development has further strengthened the investment case. In the Tapajós region, new highways have reduced costs, connected mine sites, and improved community relations by generating local economic benefits. However, success in Brazil depends heavily on early and sustained engagement with state regulators and local stakeholders, as these relationships often determine permitting outcomes more than federal involvement.Operationally, companies report a generally capable domestic workforce, though specialized skills and imported equipment can present constraints. Meanwhile, Brazil's geological potential remains underexplored, with only about 30% of the country mapped in detail.Looking ahead, Serabi aims to double gold production, Cabral is advancing toward first production in 2026 with active drilling, and ValOre is progressing toward a preliminary economic assessment while pursuing acquisitions. Overall, Brazil is increasingly viewed as a competitive and promising destination for mining investment.Sign up for Crux Investor: https://cruxinvestor.com
In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über eine neue Tonlage bei VW, die Folgen der Gesundheitsreform und was sonst noch wichtig wird in dieser Woche. Außerdem geht es um EasyJet, Apollo Global, IAG, Air France-KLM, Brink's, NCR Atleos, T. Rowe Price, Aurora Innovation, FedEx, Volvo, Ascendis Pharma, MoonLake Immunotherapeutics, Dyne Therapeutics, Vaxcyte, Cytokinetics, CG Oncology, Denali Therapeutics, AbbVie, Apogee Therapeutics, Bending Spoons, Mattel, Scotts Miracle-Gro, Goldman Sachs, Bank of America, JPMorgan, Citigroup, Wells Fargo, Morgan Stanley, BlackRock, ASML, TSMC, Netflix, ABB, Abbott, GE Aerospace, Intuitive Surgical, UnitedHealth, Alcoa, United Airlines, BHP, Fraport, Fastenal, Altria, Nvidia, Coca-Cola, Apple, Microsoft, Alphabet, Amazon, Broadcom, Vulcan Materials, Kansas City Southern, IBM, General Dynamics, Hershey, Tootsie Roll, Axon, Tesla, SPDR MSCI ACWI IMI (WKN: A1JJTD), iShares Edge MSCI World Momentum Factor ETF (WKN: A12ATF). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen, 30 € ETF als Bonus sichern und aus tausenden ETFs wählen. Smartbroker+ macht Investieren einfach. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast2/ Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Hundreds of BHP workers will walk off the job at Port Hedland on July 16, after talks with the mining giant broke down. Between 150-200 workers represented by the Combined Ports Unions are expected to down tools in what could be the Western Australian mining industry's most significant industrial action for a quarter of a century. Australian correspondent Oliver Peterson says plans are in place to try and get the strike called off before Thursday. LISTEN ABOVESee omnystudio.com/listener for privacy information.
When the award-winning Springfield café Screamin' Beans announced its closure, Gene Tunny saw it as a symptom of a bigger problem: wage and regulatory costs rising faster than many small businesses can absorb. In this episode, Gene looks at a landmark Australian Fair Work Commission decision that could reshape pay for gig economy delivery drivers, and shares a conversation with John Humphreys of the Australian Taxpayers' Alliance on why the net benefit of a minimum wage rise to a worker is often very different from the gross headline number. Drawing on Thomas Sowell's concept of the "zero-sum fallacy" and a recent dispute at BHP's Port Hedland, Gene makes the case for weighing the trade-offs of labour market regulation rather than assuming good intentions guarantee good outcomes. Gene would love to hear your thoughts on this episode. You can email him via contact@economicsexplored.com. What You'll Learn from This Episode Why economists argue that higher minimum wages involve important trade-offs. How new Fair Work Commission decisions could affect gig economy workers, consumers and businesses. What economists mean by the "zero-sum fallacy." Why workplace regulation can sometimes reduce employment opportunities despite good intentions. Timestamps Closing of Screaming Beans Café (0:06) Impact of Wage Increases on Businesses (2:58) Fair Work Commission Decision on Gig Economy (4:53) Discussion with John Humphreys on Minimum Wage Increases (10:01) Economic Theory and Regulation of the Gig Economy (17:34) Conclusion and Call to Action (24:39) Links relevant to the conversation Australian Taxpayers' Alliance livestream, Thursday 9 July, “Greens set to keep balance of power || #49”: https://www.youtube.com/live/_snxV9CzvRk?si=DXVtaaXhu3cqL8O7 Gene Tunny's CIS paper: Closing Opportunities, Not Closing Loopholes: https://www.cis.org.au/publication/closing-opportunities-not-loopholes/ Thomas Sowell's Economic Facts and Fallacies: https://www.hachettebookgroup.com/titles/thomas-sowell/economic-facts-and-fallacies/9780465022038/?lens=basic-books CIS's Michael Stutchbury: “We're punching ourselves in the face”: https://www.cis.org.au/commentary/opinion/were-punching-ourselves-in-the-face/ Lumo Coffee promotion 10% of Lumo Coffee's Seriously Healthy Organic Coffee. Website: https://www.lumocoffee.com/10EXPLORED Promo code: 10EXPLORED
Coverage that provides news and analysis of national issues significant to regional Australians.
In today’s episode, Ben O’Shea reveals if Telstra will be PUNISHED for outage that impacted Triple-0 calls. Plus, massive search underway for missing Boeing 737 & BHP worker strike to cost miner MILLIONS.See omnystudio.com/listener for privacy information.
Dr. Simon Ingram, President & CEO of Lara Exploration, provides an update focused on the Planalto open-pit copper-gold project in Brazil's Carajás district. After raising about US$25 million, the company is running seven drill rigs and has completed over 10,000 meters across 30+ holes to validate the geological model and upgrade resource confidence toward pre-feasibility, highlighting a higher-grade central core (around 0.6% to over 1% copper). Lara is also drilling south of the Silica Cap pit with encouraging intersections and working through permitting and land access for the nearby Atlantica license, a prospective 3 km extension. Parallel work includes water wells, geotechnical and metallurgical drilling (phase three), access/power studies, and water management. Upcoming catalysts include batch drill results, an updated resource estimate, pre-feasibility progress, and environmental studies leading to permit filings; Ingram also notes a nearby BHP asset sale for over $400 million. 00:00 Intro 00:37 Planalto Drilling Update 02:29 Silica Cap Extension 04:24 Model Validation Studies 06:43 Pre-Feasibility Explained 08:41 District M&A Activity 09:49 Prospect Generator Portfolio 11:03 Upcoming Catalysts Permitting https://laraexploration.com/ TSXV:LRA -- OTC:LRAXF Press Release discussed: https://laraexploration.com/news/2026/lara-exploration-announces-14-000-metre-validation-drilling-program-underway-at-the-planalto-project/ Listen to MSE's first Lara interview: https://www.youtube.com/watch?v=sN6oqEUsmTk Sponsor Lara Exploration pays MSE a United States dollar seven thousand per month coverage fee. The forward-looking statement disclaimer found in Lara Exploration's most-recent company slide deck found at www.LaraExploration.com 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/