Podcasts about Bhp

Iron ore prices have lifted to the highest point since February, so will this spark a good run for the miners? MARKET WRAP: ASX200: down 1.02% to 8,668 GOLD: $3,364/oz BITCOIN: $182,070 Commbank & ANZ both lost 2.5%, Westpac was down 3.6%, while NAB was 2.4% lower. Insignia Financial was also on the slide, down 6.2% to $3.93 after it told investors talks were ongoing with CC Capital. While other big fallers included Aristocrat, Pro Medicus and Coles. AMP delivered a positive quarterly super net cashflows for the first time since 2017. Shares finished almost 10% higher to $1.68. Block – the owner of BNPL service Afterpay – saw its shares soar over 11% after news that it would be added to the S&P 500 Index. Iron ore futures climbed to over $104 US a tonne sent BHP, Fortescue and Rio Tinto all climbing CURRENCY UPDATE: AUD/USD: 65.2 US cents AUD/GBP: 48.4 British pence AUD/EUR: 56 Euro cents AUD/JPY: 96 Yen AUD/NZD: 1.09 NZ dollars See omnystudio.com/listener for privacy information.

Claire Tyrrell and Nadia Budihardjo discuss Premier Roger Cook's appearance at an architecture lunch. Plus: St John WA redundancies; BHP's iron ore and potash developments; and Boom Logistics chief executive to depart.

The ASX 200 exploded 118 points higher to 8757 (1.4%) as banks and resources caught a wave of buying. BHP production numbers, coupled with iron ore gains in Asia, helped the Big Australian up 3.0%. RIO up 1.8% with FMG lagging only up 0.5%.  Lithium and graphite stocks flew, LTR up 10.1% and PLS rallying another 8.6%, with MIN up 4.8% and ILU rising 5.0%. Graphite stocks were in demand, SYR up 25.9%, and TLG up 10.0%. Gold miners found some love late in the day, NST up% % with EVN rising % but uranium stocks dipping slightly. Industrials firmed across the board, WES up 1.4% with TCL up 0.9% and SGH rising 3.0%. Healthcare is too in demand, CSL rallying 3.6% on a broker report, and MSB is living up to its name on revenue, up 34.6%. Tech stocks are better, WTC up 1.2%, and XRO rising 1.0%. Banks, as usual, didn't want to miss out. CBA up 0.9% with WBC rising 1.8% and MQG up 1.3%. The Big Bank Basket up to $286.78 (+1.1%). Financials are also in demand, IFL is better by 5.8% on reports that a deal is close. Insurers rose, REITS better, GMG up 1.5%, and SGP up 0.9%.In corporate news, ALX fell 0.4% on US supreme court news, FBU rose 3.0% on a business update. Nothing on the economic front local.Asian markets mixed, Japan down 0.2% ahead of weekend election, HK up 0.8% and China up 0.4%. 10-year yields steady at 4.33%Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

This is the Fear and 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 hits new record CSL, BHP lead the way Chalmers warning Netflix success Crypto boost Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

The Aussie market snapped its winning streak on Wednesday, falling 0.8% in its worst session in around 10 weeks. Stevie and Laura break down the drivers behind the decline, including weakness in heavyweight sectors like materials and financials, and look ahead to tomorrow’s local jobs data and what it could mean for interest rates. They also discuss signs of rising inflation in the US, strong performances from tech stocks like Nuix and Megaport, Rio Tinto’s new CEO appointment, and notable company moves including Evolution Mining and BHP. 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 fell 69 points to 8562 after a record yesterday. Banks were weak on proposed RBA charges changes, CBA off % with the Big Bank Basket down to $279.26 (-1.5%) NAB under extra pressure on CEO issues, down 3.4%. Financials generally eased back, MQG off 0.8% and insurers down, QBE off 1.0%. REITs too under pressure with GMG down 0.2% and SCG falling 0.5%. Healthcare mixed, CSL fell 1.3% on US tariff issues on pharmas, PME up 1.7% and FPH slightly firmer. Industrials mostly lower, TCL off 0.7%, ALL down 1.7% and WOW and COL easing back as did TLS. Utilities pulled back as ORG fell 1.1% and AGL down 0.8%. Tech gained, WTC up 0.6%.In resources, it was all about rare and critical metals. News of Apple's investment rocked the sector to the core, with good gains across the board. ILU rose 4.3% with LYC flat, even ARU rose 4.9% with MEI up 14.3%. Gold miners fell on NEM news, quarterlies doing nothing to help on profit taking after rises yesterday. NST falling 2.2% EVN down 2.3% on quarterly and WAF down 3.4%. Lithium stocks held up relatively well. BHP down 0.7% despite iron ore hitting $100 in Singapore. Uranium stocks up again, PDN up 3.3% and BOE up 3.3%. Oil and gas flat.In corporate news, LLC fell 1.7% on a luxury development news. RIO up 0.2% on quarterly and CEO change.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Today on the Scoop, the team from Tapod are back in Oz… Well, Lauren is… while Craig is swanning it up in Malaysia, but we still manage to bring you all of the weekly TA & Recruitment News, including… AI driven job cuts, boom goes BHP, job ads rebound, sick pay piss-taking, Gen Z needs etiquette training, and much more. Thanks to Indeed for your ongoing support. 

The ASX 200 drove 60 points higher at a new record of 8630 (+0.7%). Banks rallied with the Big Bank Basket up to $283.45 (+0.5%). Other financials also in demand, MQG up 1.4% and ASX up 0.9% with insurers rising, QBE up 1.2% and MPL rallying 1.0%. REITs back in demand, GMG up 1.1% with SCG rising 0.5%. Healthcare too doing well, CSL leading the charge, up 3.8% with RMD up 0.7% and PME putting on 2.4%. Industrials firmed reversing yesterday's losses, BXB up 0.9% and QAN rising 1.6%. Retail mixed, LOV up 2.0% but other slipping. Gaming stocks better, ALL up 1.2%. Tech sector a standout with WTC up 1.8% and XRO bouncing 1.1%. The All Tech Index up 1.8%.Defence stocks continue to soar, DRO up 14.8%. In resources, a mixed picture BHP, RIO and FMG all falling around 1% on iron ore slipping. Gold miners were better with NEM up 1.1% and NST up 1.5%. Lithium stocks depressed, PLS down 4.6% and MIN falling 1.0%. Uranium stocks doing well, PDN up 7.9% on a broker upgrade. Rare earth stocks also in demand. In corporate news, HUB rose to record highs on new FUM inflows. TYR fell 2.7% on RBA moves to cancel fees for consumers.In economic news, Chinese GDP rose to 5.2% higher than expected and local consumer confidence rose. US CPI data tonight. Asian markets mixed with Japan up 0.3%, HK up 0.5% and China down 0.2%. 10-year yields at 4.38%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

W tym odcinku podcastu „BSS bez tajemnic” zaprosiłem do rozmowy dwie ekspertki w dziedzinie pozyskiwania dotacji na szkolenia – Aleksandrę Bacańską, założycielkę firmy Highline, oraz Weronikę Białek, Dyrektor Operacyjną Highline. Tematem przewodnim jest praktyczne wykorzystanie funduszy publicznych i unijnych na rozwój kompetencji pracowników w polskich firmach.Ola i Weronika dzielą się swoim wieloletnim doświadczeniem w pozyskiwaniu dofinansowań zarówno dla małych i średnich przedsiębiorstw, jak i dużych organizacji. Wyjaśniają, czym jest fundusz de minimis, jak działa system operatorów i jakie są najczęstsze bariery oraz korzyści związane z aplikowaniem o dotacje. Słuchacze dowiedzą się, kto może skorzystać z dofinansowania, jakie warunki trzeba spełnić (m.in. zatrudnienie na umowę o pracę), a także jak wygląda proces od zgłoszenia potrzeby szkoleniowej po rozliczenie projektu.W odcinku poruszane są także praktyczne aspekty: jak przygotować się do szybkich naborów, dlaczego dokumentacja nie musi być przeszkodą oraz jakie szkolenia są wykluczone z dofinansowania (np. BHP). Ekspertki podkreślają, że skuteczne pozyskanie środków to nie tylko szansa na rozwój, ale i realna oszczędność dla firmy – nawet do 80% wartości szkoleń.Odcinek jest nie tylko kompendium wiedzy dla przedsiębiorców, ale również inspiracją do aktywnego sięgania po dostępne środki na rozwój kadry. Dowiedz się, jak skutecznie zaplanować rozwój swoich pracowników, zminimalizować formalności i wykorzystać potencjał dotacji szkoleniowych. Jeśli chcesz dowiedzieć się, jak w praktyce wygląda cały proces i jakie pułapki czyhają na nieprzygotowanych, ten odcinek jest dla Ciebie!  Kluczowe punkty z rozmowy:·         Dofinansowania na szkolenia mogą pokryć nawet 80% kosztów, co jest szczególnie korzystne dla małych i średnich przedsiębiorstw.·         Uzyskanie wsparcia finansowego na szkolenia wymaga spełnienia określonych formalności, w tym zatrudniania pracowników na umowę o pracę.·         Warto korzystać z pomocy specjalistów, którzy zajmują się dokumentacją i pozyskiwaniem funduszy, aby zwiększyć szanse na uzyskanie dofinansowania i uniknąć błędów proceduralnych.Linki:Aleksandra Bacańska na Linkedin - https://www.linkedin.com/in/aleksandra-%C5%BCurecka-81b05a111/Weronika Białek na Linkedin - https://www.linkedin.com/in/weronika-bia%C5%82ek-408a17365/Highline - https://highline.com.pl/Baza Usług Rozwojowych PARP - https://serwis-uslugirozwojowe.parp.gov.pl/component/site/site/dofinansowania-bur/Porozmawiaj o tym odcinku ze sztuczną inteligencją – https://bbs-bez-tajemnic.onpodcastai.com/episodes/zIr4OaDtaS6/chat  ****************************  Nazywam się Wiktor Doktór i na co dzień prowadzę Klub Pro Progressio https://klub.proprogressio.pl/pl – to społeczność wielu firm prywatnych i organizacji sektora publicznego, którym zależy na rozwoju relacji biznesowych w modelu B2B. W podcaście BSS bez tajemnic poza odcinkami solowymi, zamieszczam rozmowy z ekspertami i specjalistami z różnych dziedzin przedsiębiorczości.Zapraszam do odwiedzin moich kanałów na:YouTube - https://www.youtube.com/@wiktordoktorFacebook - https://www.facebook.com/wiktor.doktorLinkedIn - https://www.linkedin.com/in/wiktordoktor/Moja strona internetowa - https://wiktordoktor.pl/Możesz też do mnie napisać. Mój adres email to - kontakt(@)wiktordoktor.pl  ****************************  Patronami Podcastu “BSS bez tajemnic” są:Marzena Sawicka https://www.linkedin.com/in/marzena-sawicka-a9644a23/Przemysław Sławiński https://www.linkedin.com/in/przemys%C5%82aw-s%C5%82awi%C5%84ski-155a4426/Damian Ruciński - https://www.linkedin.com/in/damian-rucinski/Szymon Kryczka https://www.linkedin.com/in/szymonkryczka/Grzegorz Ludwin https://www.linkedin.com/in/gludwin/Adam Furmańczuk https://www.linkedin.com/in/adam-agilino/Anna Czyż - https://www.linkedin.com/in/anna-czyz-%F0%9F%94%B5%F0%9F%94%B4%F0%9F%9F%A2-68597813/Igor Tkach - https://www.linkedin.com/in/igortkach/  Wspaniali ludzie, dzięki którym pojawiają się kolejne odcinki tego podcastu. Ty też możesz wesprzeć rozwój podcastu na:Patronite - https://patronite.pl/wiktordoktorPatreon - https://www.patreon.com/wiktordoktorBuy me a coffee - https://www.buymeacoffee.com/wiktordoktorBecome a supporter of this podcast: https://www.spreaker.com/podcast/bss-bez-tajemnic--4069078/support.

The ASX 200 ended down 10 points at 8570 as the move out of banks to resources continued. Banks eased slightly with the Big Bank Basket down to $282.02 (-0.4%). ANZ the worst of the four with MQG up 0.2% and AMP rising 1.4%. BNPL XYZ and ZIP fell 2.8% on JP Morgan moves on charges, REITs firmed ever so slightly, GMG up 0.3% and industrials eased, CPU down 3.0% with QAN off 0.9%, SGH down 0.8% and ORG falling 0.9%. Retailer flat and tech slipping, XRO continuing to fall, WTC down 1.3%. Resources saw buyers again, BHP up 0.9% as iron ore closed on US$100 in Singapore. Lithium stocks rallied from a lacklustre open as shorts covered again. PLS up 6.5% and LTR rising 3.1%. MIN up 1.5% with feet in both camps. Gold miners too back in demand, NST rallied 1.7% with NEM up 1.7% and EVN rising 1.9%. Oil and gas firmed, and uranium powered ahead as shorts covered. BOE up 2.0% and PDN up 2.9%. In corporate news, ASK on the end of a 165c bid. CCX fell 1.2% on a trading update, issues in US hurting. DRO jumped 17.0% on increased R&D spending, HSN rallied 10.9% on business update. Nothing on the economic front locally but Chinese exports showed promise.Asian markets firm but not spectacular. HK up 0.4%.10-year yields up to 4.36%Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Interview with Chris Stevens, CEO of Coda Minerals Ltd.Our previous interview: https://www.cruxinvestor.com/posts/coda-minerals-asxcod-copper-cobalt-project-demonstrates-robust-economics-7009Recording date: 8th July 2025Coda Minerals Limited (ASX:COD) represents a compelling investment opportunity in the rapidly strengthening copper market, positioned at the critical intersection of technical innovation, proven management execution, and exceptional infrastructure advantages. The Perth-based company has achieved a transformational metallurgical breakthrough at its Elizabeth Creek copper-cobalt-silver project in South Australia, fundamentally altering the project's economics and development pathway.The company's most significant achievement is the successful development of an ammonium chloride whole ore leaching process that delivers recovery rates exceeding 95%, representing a dramatic improvement from the previous 55% recovery rates at the Windabout deposit. CEO Chris Stevens characterizes this advancement as "effectively free money," highlighting the direct revenue enhancement potential over the mine's life. This breakthrough eliminates a major technical risk while opening possibilities for smaller-scale startup operations with reduced capital requirements and earlier cash flow generation.Elizabeth Creek's robust project economics align closely with recently acquired Australian copper companies, delivering an $802 million NPV post-tax with a 35% IRR based on over one million tons of contained copper equivalent in JORC indicated resources. Critically, 93% of resources are classified as indicated, providing exceptional geological confidence rarely seen at this development stage. These economics become particularly compelling when viewed against recent takeover activity, with Rex Minerals acquired for $393 million, New World Resources subject to competing bids exceeding $230 million, and Xanadu Mines accepting a $160 million offer.Stevens emphasizes the validation from peer transactions: "There is now empirical evidence that companies that are able to do that with credible solid projects with comparable MPVs, comparable IRRs, comparable capexes are being valued over $200 million." This peer group comparison suggests significant value realization potential as Coda advances through its 12-month Pre-Feasibility Study timeline.The company's management team brings proven execution capability, having previously developed 17 projects and transformed Elizabeth Creek from two open pits to five times the original resource base. Stevens notes: "This is a team that has taken, frankly, a bit of a busted project with two open pits, turned it into five times the resources." The team's disciplined approach to capital allocation and project advancement provides confidence in their ability to deliver on development milestones.Elizabeth Creek benefits from exceptional infrastructure advantages that distinguish it from typical remote Australian developments. Located adjacent to BHP's established haulage road with contractual usage rights, the project sits one hour from Roxby Downs and maintains access to power infrastructure and established supply chains. South Australia's streamlined regulatory environment offers additional advantages through its unique iterative approval process.The investment opportunity is enhanced by favorable copper market timing, with prices advancing from $8,000 to over $10,000 per ton while financing availability improves and capital costs reduce. Stevens observes the strategic timing: "I personally think doing that is maybe leaving a party just as it starts to get exciting with the way that copper's moving."Coda maintains strong financial positioning with over $4 million cash and low corporate costs, providing runway to advance critical path items without immediate dilution pressure. The company's critical minerals classification through cobalt credits enhances strategic value while multiple development pathways provide flexibility in capital structure approaches.For investors seeking exposure to the copper supply shortage driven by electrification trends, Coda offers a de-risked entry point with established resources, proven economics, exceptional infrastructure, and experienced management positioned to deliver significant value appreciation through the critical feasibility phase.View Coda Minerals' company profile: https://www.cruxinvestor.com/companies/coda-minerals-ltdSign up for Crux Investor: https://cruxinvestor.com

Mark Pownall and Sam Jones take a look at the news of the week, including the latest rates decision, Mineral Resources, Nedlands council, Saracen's Gnarabup development and BHP's fair work decision.

The ASX 200 drifted 9 points lower to 8580 (0.1%) as we wait and see what the weekend brings on tariff news. Banks eased back with CBA down 0.5% with the Big Bank Basket down to $283.17 (). MQG fell 1.5% and insurers also under pressure. REITS slipped, GMG down 1.8% with SCG off 1.3% as yields rose to 4.33%. Healthcare eased, CSL down another 0.6% with FPH falling 1.7%. Industrials also on the wane with WES down 0.7% and ALL down 1.1% with the techs under pressure too. XRO falling again by 1.5%. Retailers in trouble too, JBH down 2.1% and LOV down 2.5%. The bright spot was resources. Iron ore and rare earths. BHP up 2.8% as iron ore prices rose again, RIO up 2.3% with LYC up 16.7% and ILU flying 22.9% on US Pentagon news on MP Materials. Lithium stocks also doing well, LTR up 1.3% and PLS rising 1.6% with MIN storming 7.8% ahead. Gold miners sagged, NST continued its drop, down 2.2% and EVN off 1.5%. STO fell 0.9% on broker research on bid, coal better, WHC up 2.7% and uranium flat.In corporate news, JLG rallied 22.6% on news that PE is bidding 400c in a scheme. VNT fell 1.9% on a new fibre upgrade contract. ASM jumped 8.4% on a scoping study for Dubbo project. Nothing on the economic front. Asian markets were mixed, with Japan up 0.1%, HK up 1.5% and China up 0.7%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 rose 51 points to 8589 (+0.6%). Banks were strong again with CBA up 0.8%, the Big Bank Basket up to $284.27 (+0.8%). Financials were firm with MQG up 0.4% and PNI up 1.8%. Insurers were mixed with MPL up 1.2% and NHF better. REITs firmed with GMG up 0.9% and VCX up 1.2%. Industrials better as BXB rallied 1.5% with TCL up 1.0% as CPU up 2.1%. Tech was mixed, with the All -Tech Index unchanged. Retail better too, JBH up 1.4% and LOV up 5.1% TPW up 1.8%. Resources better, led by BHP up 1.2% and FMG up 1.9%. Gold miners bounced back with NEM up 1.5% and PRU up 3.2%. Lithium stocks were also better with LTR up 6.7% and MIN up 3.7%. Uranium stocks eased again, BOE down 3% with PDN down 2.0%. In corporate news, IMR down 15.1% as approvals had fallen behind, AEL with board appointments.On the economic front, building approvals out today.Asian markets were mixed, with Japan down 0.7%, HK up 0.4% and China up 0.7%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Japanese car makers cut prices on exports to the US, Linda Yaccarino steps down as CEO of X after turbulent tenure. Plus, BHP emerges as the top stock choice among everyday Australian investors.See omnystudio.com/listener for privacy information.

Nadia Budihardjo and Claire Tyrrell discuss why WA's commercial building sector has experienced a shake-up in the past 12 months. Plus: Woodside, Hyundai ink LNG collaboration, framework; Outgoing Boral CEO Vik Bansal to join Orica; Wallis Drilling supplies new drill rigs under BHP deal.

Wednesday 9 July 2025 The top five business stories in five minutes, with Sean Aylmer and Adam Lang. Tariff woes for BHP, Rio, CSL Qantas stolen data fears Life insurers warn on mental health claims Business banking heats up Bayeux Tapestry heads home Join our free daily newsletter here! And don’t miss the latest episode of How Do They Afford That? - this week, it's all about budgeting. Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

The ASX 200 fell 52 points to 8539 (0.6%) as losses accelerated in the afternoon. Banks helped relatively firm with CBA losing only % with the Big Bank Basket down to $281.96 (-0.1%). MQG dropped 2.5% and insurers losing steam, SUN down 0.8% and IAG off 1.2%. Healthcare under pressure, CSL down 0.9% on US tariff moves, SIG fell 3.3% and TLX bucked the trend rising 5.6% on good US code news. REITS stumbled lower as yields rose, GMG down 2.6% and SGP off 1.5%. Industrials also eased back, TCL down 0.9% with BXB off 0.6% and SGH falling 1.1%. Retail a little better and tech easing back. In resources, gold miners got walloped as AUD bullion prices staggered lower, NST fell 3.4% with EVN off 7.0% and GMD down 5.6%. The big iron ore miners slipped, BHP down 1.0% and RIO down 0.6%. Lithium stocks better, PLS up 1.7% and LTR rising 5.6%. Oil and gas stocks a little better, coal too and uranium falling hard, PDN down 8.3% and BOE off 7.6%.In corporate news, LIC crashed 37.3% on the recent court ruling. TLX jumped on Gozellix news. Nothing locally on the economic front. In China, PPI fell more than forecast. Asian markets mixed with five new IPOs listing today in HK. 10-year yields jumped to 4.34%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor. 

Thursday 10 July 2025 BHP, Rio Tinto, CSL and other Australian companies set to be hit in the latest round of Trump tariffs. And more, including: Qantas says stolen data is yet to be released by hackers. Life insurers warn on what growing mental health claims will mean for premiums. The near 1,000 year old Bayeux Tapestry returns home. Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - this week, it's all about budgeting. Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Mining giant BHP has been defeated in a landmark test of the federal government's "same job, same pay" laws and ordered to pay 2,200 of its Central Queensland coal miners an average of $30,000 more.

Wednesday 9 July 2025 The top five business stories in five minutes, with Sean Aylmer and Michael Thompson. No rate cut, for now PM pushing for lower tariffs from the USA MinRes backflip on CEO Unions win test case against BHP on wage laws Tesla’s share price tumbles over Musk’s political aspirations Join our free daily newsletter here! And don’t miss the latest episode of How Do They Afford That? - this week, it's all about budgeting. Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Wednesday 9 July 2025 Reserve Bank has shocked markets by not cutting interest rates, but Governor Michelle Bullock indicates a cut is on the way And more, including: Anthony Albanese says Australia has not given up on negotiating tariffs Unions win a test case against BHP on wage laws Elon Musk’s political aspirations send Tesla’s share price tumbling Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - beware of influencers with no idea. Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

ASX 200 rose 1 point to 8591 as the RBA kept rates on hold. Bullock's press conference calmed nerves and prompted a late recovery from small losses. The AUD jumped and yields pushed higher on the news, but the reaction was relatively muted. Banks were steady with CBA up 0.8% and the Big Bank Basket up to $282.25 (+0.6%). Insurers were weaker, QBE down 0.6% and SUN off 0.6% as financials drifted lower. Industrials too drifted lower, SGH down 1.5% with PMV off 2.3% as WOW and COL slumped around 1.3%. REITs too fell as yields rose. SCG down 1.3% with GPT off 1.2%. Tech stocks slightly better, WTC up 0.4% and TNE up 1.1% with the All-Tech Index up 0.6%. Resources were mixed with BHP leading the iron ore miners down, off 0.9% with lithium slightly firmer, PLS up 2.1% and gold miners in demand again, NEM up 2.4% and GMD up 2.9% with OBM bouncing hard, up 8% after a huge sell-off. Oil and gas fell, uranium producers firmed, PDN up 0.8% and DYL up 2.6%. In corporate news, PTM rose 3.0% after agreeing to a merger with L1 Capital. On the economic front, the NAB business survey was better than expected. RBA on hold again. Timing, not direction the issue. 10-year yields 4.26%Asian markets better with Japan up 0.3%, China up 0.7% and HK up 0.6%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

European markets finished mixed Friday. Wall Street shut for the Independence Day Holiday. STOXX 600 down 0.48%. FTSE flat and Germany down 0.61% as EU envoys failed to reach a breakthrough on US trade negotiations. Banks and mining stocks the worst performers. Nasdaq up 1.6%. S&P 500 up 1.7% as the ‘buy everything' narrative continued this week which saw Trump's Bill signed into law, the US labour market show unexpected strength, and the financial year wrap up.Commodities mixed Friday. US copper shut but LME finished down 0.8%. Flat over the week, global copper stocks holding onto last week's huge gains (WIRE was up 8%).Brent down 0.5% as OPEC raised production. Middle East conflict all but forgotten.Iron ore gained for the 2nd week in a row on improved Chinese sentiment. BHP up 3.2% while RIO finished the week flat.SPI up 9 - US Futures ease Sunday night. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

ASX 200 rose 7 points to close near to a record of 8603.  Once again, we saw the sell-off in CBA down 0.9% with ANZ the main beneficiary up 0.8%. The Big Bank Basket fell to $281.10 (-0.3%). Financial services back in favour, NWL up 0.6% and PNI flying up 3.4%. HUB also doing well, insurers bouncing back slightly, REITs better with GMG up 0.9% and SCG up 1.1%. Healthcare also better, CSL up 0.7% and RMD up 1.4% with tech better, WTC up 1.1% and the All-Tech Index up 0.3%. Retail rose, AX1 up 2.8% and PMV rising 1.4%. Travel stocks better too. Resources were back on the nose. One day wonder? BHP down 1.4% with RIO off 1.3% and lithium stocks drooping, PLS off 0.7%. Gold miners were mixed, NEM up 0.4% and GMD down 1.2%. Oil and gas flat with profit taking in coal miners and uranium stalling.In corporate news, SLH up 23.3% as ACCC gives it the green light. MND up 0.7% on contract news, and RUL up 14.0%, doing well on an update. Nothing on the economic front.US Markets closed tonight. Futures off slightly.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

US rates could be cut sooner than expected, depending on results out of the Non-Farm Payrolls this week. MARKET WRAP: ASX200: down 0.02%, 8595 GOLD: $3,356 US/ounce BITCOIN: $166,513 AUD Pro Medicus climbed 7.8% to $307.39 after announcing two contracts in the United States worth more than $200 million in total. BHP jumped 5.6%, Mineral Resources closed 7.8% higher, with Fortescue & Rio Tinto up 1.8%. Up more than 1% was Wisetech Global, James Hardie and Bluescope Steel. G8 fell 7.4% for its third day of losses in a row after one of its former employees was charged with offences related to the alleged abuse of children. Commbank down 2.2%, NAB off 1.1%, and Westpac down 0.7%. ANZ escaped the losses, up half a percent. JB Hi-Fi down 3%, Harvey Norman off 1.5%, and Myer losing 1.6%. CURRENCY UPDATE: AUD/USD: 64.8 US cents AUD/GBP: 48.1 pence AUD/EUR: 55 Euro cents AUD/JPY: 94 yen AUD/NZD: 1.08 Dollars See omnystudio.com/listener for privacy information.

W dzisiejszym odcinku PB Brief mówimy, co oznaczają nowe przepisy BHP dla pracodawców, czy działania rządu zakłócą łańcuchy dostaw i jak realnie zmieni się koszt pieniądza po decyzji NBP. Sprawdzamy też, czy zielona energia naprawdę wypiera węgiel i jak CPK próbuje pogodzić oczekiwania lokalnych firm z globalną konkurencją.

ASX 200 down 2 to 8596 on a volatile day as banks saw selling and money move to BHP and other resources. CBA was down for another day, as its now four out of five down days closing off % with the Big Bank Basket down to $282.16% (-1.6%). ANZ outperformed up 0.5%. Financials under pressure across the board, MQG down 0.8% and insurers falling hard. QBE off 2.2% and SUN down 3.4%. Defensives generally on the nose, TLS down 1.2% and REA off 3.4% with WES falling 2.0% together with WOW and COL. Tech mixed as XRO fell again and WTC up 1.2% despite more front-page news! Healthcare mixed, CSL up 0.5% and PME racing 7.8% ahead on news of two contract wins. Resources were the stars today, at least BHP up 5.6% with RIO and FMG also up but more modestly, around 1.8%. Gold miners finding some friends, NEM up 1.4% and WAF up 1.3%. Lithium stocks better, PLS up 11.3% with LTR rising 5.0%, MIN up 7.8% with coal stocks also back in favour, WHC up 8.2%. Uranium stocks eased back. WDS and STO slightly better. In corporate news, GLF rose 4.1% on its debit. VGN sinking 1.9% towards issue price. RPL ran 9.3% on $35m performance fee. On the economic front we had the trade balance numbers. Asian markets mixed, Japan unchanged, China up 0.6% and HK down 0.8%.10-year yields rising to 4.18%Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Claire Tyrrell and Nadia Budihardjo discuss the digital gap between classrooms throughout WA. Plus: Miners push for faster project approvals; West Perth site sold for $4m; BHP charters ammonia ships.

Domino’s is on the hunt for a new CEO, with the pandemic darling seeing its share price plunge again today. ASX200: up 0.66% to 8,597 GOLD: $3,335 US/oz BITCOIN: $164,003 James Hardie’s completion of its US$8.4 billion deal for Azek helped it 5.3% higher to $42.93. The hope for rate cuts helped Real Estate stocks, with Goodman rising 2.1%, Scentre up 2.7%, and Dexus rising 3.1%. BHP up 1.7%, Fortescue rising 3.8% and Rio Tinto up just over 2%. Dominos Pizza shares closed down more than 15% to $16.96 after its CEO resigned Helia told the market that ING was negotiating with other providers – down 21% to $4.31. Qantas revealed a cyberattack had stolen the personal data for 6 million customers, with shares closing 2.2% lower to $10.52. Also weaker were QBE, Xero and Next DC. See omnystudio.com/listener for privacy information.

U.S. Gold Corp CEO George Bee joined Steve Darling from Proactive to announce a key advancement in the company's development strategy for its flagship CK Gold Project in southeast Wyoming. The company has contracted two industry leaders—Micon International and Halyard—to lead the next phase of engineering and feasibility work, with the goal of delivering a robust and executable development plan that brings the project into production on time and on budget. Following a competitive evaluation process, U.S. Gold selected Micon and Halyard for their deep expertise in concentrator design and process engineering, and their reputation for “right-sizing” projects to meet operational and economic goals. The firms have a combined track record of over 762 completed projects and more than 1,260 technical reports, making them trusted global authorities in mineral project development. The primary objective of this next phase is to develop a site-specific AACE Class 3 cost estimate—a highly detailed engineering and cost forecast level required for capital funding decisions—and a comprehensive project execution plan. These deliverables will form the backbone of the company's Definitive Feasibility Study (DFS), which is expected to be completed by late 2025. In addition to the Micon-Halyard partnership, U.S. Gold has also retained Ken Murray of Captrics Consulting to oversee the finalization of engineering studies and lead the development of the Project Execution Plan. Murray brings more than 25 years of capital project and innovation experience across a wide range of commodities, industries, and geographies. Renowned for his strategic insight and innovative thinking, Murray has held senior roles with Kemix, DRA Global, Accenture, Ausenco, SNC-Lavalin, and Inspire Resources, supporting projects for major mining companies such as BHP, AngloPlatinum, Assmang, Alamos, New Gold, and Goldcorp. The CK Gold Project is a cornerstone asset for U.S. Gold Corp, offering a compelling combination of scale, grade, and jurisdictional stability. As development accelerates with trusted technical partners and experienced leadership in place, the company is well-positioned to transform CK Gold into a strategic, U.S.-based source of gold and copper in a market increasingly focused on domestic resource security. #proactiveinvestors #usgoldcorp #nasdaq #usau #mining #USGoldCorp #CKGoldProject #GoldMining #CopperMining #WyomingMining #MiningStocks #GeorgeBee #GoldPrice #FeasibilityStudy #JuniorMining #ProactiveInvestors

ASX 200 rose 57 points to 8598 (0.7%) to a fresh record high as retail sales opened the door to a rate cut next week. Resources leading the way higher with BHP, RIO and FMG all doing well, FMG the best up 3.8%. Some movement in base metal stocks too on Chinese economic hopes, S32 up 5.1% with gold miners flat. Oil and gas firmed, WDS up 1.1% and STO up 0.5%. Lithium stocks eked out some gains with uranium miners flat. Industrials were the real winners today, WES up 0.8% as retail stocks gained on rate cut hopes. DMP crashed 15.8% as its new CEO went ex. WOW and COL firmed with ALL up 1.9% and TLS gaining 1.0%. REITs firm on cut hopes, GMG up 2.1% and SCG gaining 2.7%. Tech stocks mixed, WTC up 1.4% and XRO off 2.1%.  Banks were early losers but found favour and pushed slightly higher as CBA rose 0.6% and the Big Bank Basket up to $286.64 (+0.2%). In corporate news, HLI fell 21.4% as it lost the ING contract. QAN dropped 2.2% as it got hit with a cyberattack.  On the economic front, Retail sales came in at 0.2% higher, slightly below forecast. Asian markets mixed again, Japan down 0.4% on Trump tariff threats, HK up 0.5% and China flat. 10-year yields rose to 4.14%. Dow futures up 120, and Nasdaq futures up 70.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

What if the solution to the global copper shortage has been right under our noses for billions of years? In this episode of On the Rocks Masterclass, we explore the fascinating world of biomining with Liz Dennett, Founder & CEO of Endolith, who's harnessing Earth's oldest miners – microbes – to revolutionize copper extraction.Liz's journey from NASA astrobiology research to founding a biotech mining company is as unique as her approach to solving one of mining's biggest challenges. With copper demand soaring for electrification and renewables, traditional mining methods are struggling to keep up. Enter biological intelligence: AI-optimized microbes that can extract more copper from low-grade ore than conventional methods ever could.In this masterclass, Liz breaks down the science behind biomining, explains how AI fine-tunes microbial performance in real-time, and shares insights from pilot deployments with major mining companies like BHP and Rio Tinto. We explore how this approach works within existing heap leach infrastructure, requires no toxic chemicals, and could turn mining waste into valuable resource streams.Whether you're curious about the intersection of biology and mining, interested in sustainable extraction methods, or wondering how microbes could solve supply chain challenges, this conversation offers a glimpse into mining's microscopic revolution.

In this week's podcast, Fil and Pedro explore the iron ore price plunge, its economic impact, and how it's shaping major exporters like RIO, BHP, and FMG. They also share technical analysis and critical price levels, offering insights for investors navigating the changing commodities landscape.

ASX200: up 0.33%, 8548 GOLD: $3,415 US/ounce BITCOIN: $164,546 The Health Care sector led the way, with stocks up 1.6%, led by CSL, Pro Medicus and Cochlear. James Hardie shares were up 7.1% to $41.70. Brickworks on track to gain in its property division. Shares were up 0.3% to $34.40 Droneshield announced another contract worth $9.7 million, but the company closed the day down more than 4% to $2.28. BHP, Fortescue and Rio Tinto were all down by more than 1%, and also closing lower were Woodside, Xero and Newmont. James Hardie will switch its primary listing to the US as it completes a $14 billion takeover of Azek. See omnystudio.com/listener for privacy information.

In this week's podcast, Fil and Pedro explore the iron ore price plunge, its economic impact, and how it's shaping major exporters like RIO, BHP, and FMG. They also share technical analysis and critical price levels, offering insights for investors navigating the changing commodities landscape.

ASX 200 marched 28 points higher to 8561 (0.3%). After a tepid start, US futures kicked higher on trade deal hopes, dragging the ASX with it. Small closing sell-off from highs. Banks steady after early losses, the basket up to $287.13 (%). MQG up 3.9% on a broker upgrade, financials and insurers better too. NWL up 2.4% and IAG rising 1.7%. Healthcare got a kick, CSL up 2.2% and PME rallying 1.6%. Industrials generally firmed, WES up 0.7% and ALL rallying 1.3% with QAN up 1.8%. VGN dropped 2.8%. Retail stocks higher with JBH up % on EOFY activity. Tech firmed, WTC up % and TNE rising 1.2% as the ALL-Tech Index rose 0.7%. Resources were mired in losses for iron ore miners, BHP, RIO both copping a 1.5%+ loss. Rare earths eased and lithium off too with MIN up 1.6% on sale of its Yilgarn hub. Oil and gas stocks flat with KAR up 1.1% with coal stocks flat and uranium mixed. DYL fell 5.7% with PDN up 0.8%.In corporate news, JHX rose 7.1% after the Azek vote. DRO fell 4.2% after early gains on a Latam order. Nothing locally on the economic front, China's factory activity improved for a second month but remained in contraction. Asian markets mixed, Japan up 0.6%, HK off 0.3% and China up 0.3%10-Year Yield rising to 4.16%. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

A significant order for defence industry company Droneshield saw it rocket on the market today. ASX200: up 0.04% to 8,559 GOLD: $3,328 US/oz BITCOIN: $164,675 AUD CBA shares reaching a new intraday high above $192 eventually closing up 1.7% to $191.40. Droneshield signed a new contract in Europe worth more than $60 million. Shares were boosted 20% to $2.14. Virgin Australia continued to soar, rising by another 3.4% on its second day of trading to close at $3.34. BHP fell 1%, Fortescue was down 2.3%, but Rio recovered from earlier losses to only drop 0.6% to $104.30 Gold miners Northern Star Resources, Evolution Mining, and Newmont all took a hit. CURRENCY: AUD/USD: 65.0 US cents AUD/GBP: 47.7 pence AUD/EUR: 56 Euro cents AUD/JPY: 94 Japanese yen AUD/NZD: 1.08 NZ dollars See omnystudio.com/listener for privacy information.

In this KE Report daily editorial, I'm joined by Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, who provides a trading desk perspective on the latest price action, positioning, and macro signals across the energy, copper, and precious metals markets. - Energy volatility dominates June - from geopolitical spikes to bearish fundamentals. - Copper holds firm above $4 with physical market dislocations and tariff pricing. - Gold consolidates near record highs as silver plays catch-up. Key Discussion Highlights: Energy Markets: Oil spiked on Middle East tensions but quickly reversed on news of a ceasefire. Darrell highlights that despite short-term risk premiums, the WTI forward curve remains anchored around $62, reflecting ongoing bearish fundamentals like rising global inventories and weakening demand. US rig counts are at multi-year lows, but no supply shock is expected yet. Natural Gas: A short-lived surge on heatwave-driven demand brought prices above $4, but markets have now converged back toward $3.50. Darrell notes a balanced setup, supported by increasing LNG flows and long-term support from Calendar 2026 pricing around $4.40. Copper: The metal continues to trade strongly just below $5/lb. Physical flows into COMEX are pushing spreads higher, with LME inventories falling and tariff expectations leading to a 10-15% price premium. Large copper miners like Freeport and BHP are rebounding, but still lag copper's year-to-date performance. Precious Metals: Gold is flat for the month but remains near record highs, while silver is up 7% in June and closing the performance gap. Darrell maintains a bullish view on gold due to debt concerns, a weakening USD, and potential Fed rate cuts. Silver, while less of a pure monetary asset, shows strong industrial demand and momentum. US Dollar & Macro Impact: A falling USD (down ~10% YTD) is generally supportive of commodities, but Darrell points out the correlation is looser than in the past. He sees continued pressure on the greenback from fiscal concerns and rate cut expectations.

Metcash – the largest operator of IGA stores – has said the illegal tobacco trade is hurting its bottom line. MARKET WRAP: ASX200: down 0.36%, 8474 GOLD: $3,363 US/ounce BITCOIN: $159,214 AUD Energy & Utilities rose on war threats: Woodside was flat, with Santos 1% higher, with LNG seller Origin also lifting just under 1%. Metcash rose 2.7% after revealing an 8.9% uplift in group revenue to $17.3 billion. BWP Trust rose 1.9 per cent to $3.65 Reece Holdings up more than 2% to $16.57 TPG and Medibank rose more than 1% ANZ Bank fell 0.6%, National Australia Bank shed a few cents to close at $38.88. Fortescue gave up 1% BHP fell 1.5% per cent to $35.64 Rio Tinto fell marginally but still closed above $100 a share at $101.83. Drone Shield fell more than 4% to $1.83 CURRENCY UPDATE: AUD/USD: 63.9 US cents AUD/GBP: 48.2 pence AUD/EUR: 56 Euro cents AUD/JPY: 94 yen AUD/NZD: 1.08 Dollars See omnystudio.com/listener for privacy information.

The US Fed has kept interest rates on hold, so will investors look towards safety in the Australian banks while unrest continues? MARKET WRAP: ASX200: down 0.09%, 8523 GOLD: $3,368 US/ounce BITCOIN: $161,897 AUD Commonwealth Bank up 1.5% to $182.85 National Australia Bank rose 1.1%, with Westpac 1.8% higher, and ANZ up 0.3% per cent after announcing its retail boss would leave the bank. Aristocrat rose 1.6% to $66.73 Cleanaway closed up 1.1% to to $2.73 Weaker Chinese data sent iron ore majors lower, with BHP off 2% to $36.13 and Fortescue off 1.7% to $14.77. Gold miners fell, with Evolution down 4.5% to $7.78 Utility stocks were also sold off as Origin and AGL both dipped 1.4%. KMD Brands fell more than 3% to hit a record low of 25¢, WiseTech Global dipped 1.9% after announcing that two directors would exit the board. CURRENCY UPDATE: AUD/USD: 64.7 US cents AUD/GBP: 48.2 pence AUD/EUR: 56 Euro cents AUD/JPY: 94 yen AUD/NZD: 1.08 Dollars See omnystudio.com/listener for privacy information.

* 太平洋島國近年來在地緣政治和天然資源爭奪戰中扮演的重要角色。* 新喀里多尼亞是法國的太平洋領地，蘊藏著全球約25%的鎳資源。* 去年五月，新喀里多尼亞發生騷亂，起因是法國議會通過一項憲法修正案，允許在新喀里多尼亞居住十年以上的人參與議會投票，這被原住民卡納克族認為稀釋了他們的票源，阻礙了獨立公投。* 新喀里多尼亞的原住民（島國居民）一直希望脫離法國獨立，但三次公投均未成功，只有少數人贊成獨立。* 有猜測認為，新喀里多尼亞騷亂背後可能與某個「泱泱大國」的外交活動及其與島上政治領袖的密切關係有關，儘管該國外交部否認這些指控。* 鎳是電動車電池所需的重要元素，近年來需求大增。* 新喀里多尼亞的騷亂導致國際鎳價飆升至每公噸約三萬美元。* 印尼是全球鎳儲量最高的國家，澳洲次之。* 中國的青山控股和江蘇德龍兩家企業與印尼礦場合作，建立了鎳的冶煉產能，佔印尼總產能的75%，導致國際鎳期貨價格從三萬多美元跌至約一萬五千美元一公噸。* 由於鎳價下跌，澳洲必和必拓（BHP）去年宣佈暫時關閉其在西澳的鎳礦，因為在當前價格下會虧損。* 印尼政府於2022年至2023年左右實施鎳出口禁令，要求鎳必須經過加工才能出口，旨在將整個產業鏈留在印尼國內，創造就業。* 中國（被稱為「泱泱大國」）在電動車、太陽能和電池產業方面採取重要策略，部分原因是其缺乏石油，並希望在汽車工業中獲得競爭力。* 中國憑藉將成熟技術低成本大量生產的能力，使其電動車價格低廉，但也導致了產能過剩和傾銷問題，引發國際貿易矛盾。* 太陽能板產業也因多晶矽原材料和生產集中在中國，形成了中國壟斷的局面。* 澳洲的鎳礦生產成本高於印尼，部分原因是勞動力成本較高，導致其在價格競爭中處於劣勢。* 市場在追求環保（ESG）的「綠色鎳」與廉價鎳之間，最終選擇了後者，反映了消費者在價格與環保標準之間的矛盾。* 新喀里多尼亞等海外領土對法國而言，在經濟和文化聯繫上維繫困難，即使沒有外部勢力干預，其管治本身也面臨挑戰。* 小型島國的生存很大程度上依賴於與整體環境的互動，並受大國角力的影響。* 在亞洲地區，中國被認為是影響力最大的大國，其次是感覺受到威脅的澳洲，而印度則專注於自身區域。 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit leesimon.substack.com/subscribe

Uranium stocks have benefited from increased demand for the nuclear energy push around the world. ASX200: down 0.12% to 8,531 GOLD: $3,384 US/oz BITCOIN: $161,708 Boss Energy met its first-year production guidance, shares gained another 4.3% on the news to $4.66 Deep Yellow up almost 4%, Bannerman rising 4.8% Iron ore futures slid to $92 US a tonne, which hurt our big miners. BHP traded 1.2% lower, Fortescue fell 4%, while Rio Tinto lost 1.1%. While down over 1% were ANZ, Origin Energy, and Qantas Cochlear pushed 0.8% higher to $283.78 AUD/USD: 65 US cents AUD/GBP: 48.3 Pence AUD/EUR: 56 Euro cents AUD/JPY: 94 Yen AUD/NZD: 1.08 NZ dollars See omnystudio.com/listener for privacy information.

With consumers in the United States really starting to feel the pinch of tariffs, luxury goods retailers like Cettire could see the pain on their balance sheets sooner rather than later. MARKET WRAP: ASX200: up 0.31%, 8,565 GOLD: $3,360 US/oz BITCOIN: $166,138 AUD Monash IVF CEO Michael Knaap announced his resignation. Shares up 9.1% Cochlear downgraded its guidance, but the market sent the company 0.7% higher to $272.31. Telstra, Transurban, and Coles were all higher. Cettire fell more than 30% after its CEO warned the market of weaker demand from US customers. AGL suffered a swing against it of 0.9% after confirming it could sell its stake in Tilt Renewables. Myer lost 0.7% Sliding more than 1% was BHP, Macquarie, and Goodman. CURRENCY UPDATE: AUD/USD: 64.9 US cents AUD/GBP: 47.9 pence AUD/EUR: 56 Euro cents AUD/JPY: 93 Japanese yen AUD/NZD: 1.07 NZ dollars See omnystudio.com/listener for privacy information.

On Wednesday Commonwealth Bank shares hit a record $181.10, to become the first ASX-listed company to be valued at more than $300 billion. By comparison, the country's second-largest company by value, BHP, has a market capitalisation of $192 billion. The iron ore giant had been the ASX's biggest stock since it collapsed its British company, … Continue reading "Is CBA ≥ NVIDIA?"

Kathy Skantzos and Claire Tyrrell discuss why a planning consultancy is undergoing a structural shift. Plus: Rio leaders cut ribbon on $US2bn mine; BHP to demolish Esplanade Hotel wing; Albanese weighs US beef imports.

Engaging with the board is a critical skill for HR leaders — but navigating board dynamics isn't always straightforward.In this episode, we're joined by Dr Juliet Bourke, a global authority on human capital, inclusive leadership and governance. With experience advising hundreds of organisations — including Apple, the UN and BHP — and a decade as a Deloitte Partner, Juliet brings rare insight into what boards expect from HR.Whether you're board-facing now or preparing for the future, this episode will help you sharpen your strategic edge.Thank you to HR Partner for sponsoring this season. If you want to explore a simple HR solution that streamlines your HR admin, you can book a demo today: https://bit.ly/4dAYxugSHOW NOTES:Learning opportunities:Give your HR leadership a point of difference by becoming a Certified HR practitioner: https://bit.ly/3MZnnreTransition from operational responsibilities to visionary leadership with AHRI's Strategic HR Leader short course: https://bit.ly/4kpDqxL Learn how to overcome stakeholder resistance with this short course from AHRI: https://bit.ly/3MR1droMore resources:Green shoots for change in the boardroom report (Deloitte, 2023): https://bit.ly/3ZOP397Read DrJuliet's book: Which Two Heads Are Better Than One? : https://bit.ly/4mLIIoWThe value of HR leadership at a board level (HRMOnline by Samantha Martin-Williams): https://bit.ly/4kql5ARConnect:Follow Dr Juliet Bourke on LinkedIn: https://bit.ly/3T8f5R0 AHRI members can join the AHRI LinkedIn lounge, exclusive to AHRI members to discuss some of the themes explored in this episode with their HR peers and access bonus content. Become a member today: https://bit.ly/41tcOFu

Endolith is a Denver-based biotech startup revolutionizing mining by leveraging microbes to sustainably extract copper and lithium from low-grade ores. Founded in 2023, the company employs custom-engineered microbial communities, adaptive biohatcheries, and real-time cloud-based monitoring to enhance mineral recovery while minimizing environmental impact. Endolith's innovations have demonstrated significant improvements in copper extraction, attracting partnerships with industry leaders like BHP and Rio Tinto. Their approach not only boosts efficiency but also reduces reliance on harmful chemicals, aligning mining practices with clean energy goals.–Dr. Liz Dennett is a technologist and entrepreneur with nearly two decades of experience in biotech and energy industries.Previously, she was the CTO of Cemvita, developing nature-inspired biosolutions for a carbon-neutral future.  Liz has held senior roles at Wood Mackenzie, AWS, Biota Technology, Hess Corporation, and the NASA Astrobiology Institute. She is also an advisory board member for the UW-Madison Dept. of Geoscience.  Liz holds a MS and PhD in geoscience and astrobiology from the University of Wisconsin-Madison–We talked about reasons for her purple hair, copper demand expected to double by 2050, specially evolved microbial communities combined with cloud computing to enhance copper recovery, relying on internal validation over external approval, and bad mining puns.--

GLOBAL TRADE, COMMERCE, & SHIPPING – THE CHARTERERS’ PERSPECTIVE Moderator: Mr. Andy McKeran, Chief Commercial Officer – Lloyd's Register Panelists: • Ms. Emma Roberts, VP, Maritime and Supply Chain Excellence – BHP• Ms. Heidi Aakre, Vice President, Shipping – Equinor• Ms. Marie-Caroline Laurent, Group Senior Vice President, Head of Government Affairs & Maritime Policy – Mediterranean Shipping Company S.A. (MSC)• Mr. Rodrigo Bermelho, Director, Global Head of Shipping & Distribution – ValeHosted by Capital Link & DNV The Forum took place within the context of Nor-Shipping 2025, which brought together maritime leaders from all over the world. Monday, June 2, 2025 Clarion Hotel The Hub - Oslo, NorwayView More: https://shorturl.at/1zh3x

This episode runs through what the new Division 296 tax is, who it impacts, what investors should do to prepare for it.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton.Shani's Future Focus column takes a deep dive into the controversial Division 296 tax - also known as the unrealised capital gains tax in super. She runs through how it works, why more Aussies are going to be impacted by it than we think and what investors can do to prepare for it.Buffett has invested for over 7 decades, where his investing style and approach has evolved. There are many lessons, quotes and soundbites that investors take from him. In this week's edition of Unconventional Wisdom, Mark has looked at 3 lessons to ignore from the Oracle of Omaha. With most Aussies now holding at least one ETF in their portfolio, it's a hard proposition to ignore for beginner investors. Following on from her previous column on the beginner ETF portfolio, this week Sim explores the Aussie equity ETF market and compares two investor favourites in this category. Joseph's featured article is the first edition of Stock Showdown, a new series that uses Morningstar insights to compare the business and investment merits of different ASX companies. To kick things off, Joseph enlisted the help of our global mining analyst Jon mills to compare BHP and Rio Tinto. How similar are the two mining heavyweights, where do they differ, and which would Jon choose if he had to? Find out in the first Stock Showdown. Hosted on Acast. See acast.com/privacy for more information.