Podcasts about Bhp

The ASX200 fell 62 points, about 0.7%, its worst day in three weeks. The materials sector led losses, down 2.2% on dropping copper and iron ore prices and weaker Chinese data, with BHP and Rio pulling the market down. DroneShield bucked the trend, up roughly 10.5%. Investors now focus on US manufacturing, jobs and inflation releases, upcoming Fed speeches and the RBA’s Brad Jones address later today. 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 started off the week down 62 points to 8635 (0.7%). Miners bore the brunt of the selling after a stellar week last week, with BHP down 2.9% and RIO falling 2.4% on lower iron ore and copper prices.  Gold miners too in profit taking mode after solid gains on Friday. GMD fell 5.4% and NEM off 0.9%. Lithium miners were also in profit taking mode as PLS fell 3.9% and LTR off 6.4%. Uranium stocks dropped hard as the AI trade in the US was called into question again, and thus the energy trade. NXG fell 4.5% and PDN down 4.7% with BOE off 8.2%. The banks were relatively calm as CBA fell 0.6% with the other three higher. The Big Bank Basket eased to $272.41 (-0.1%). Other financials eased, ASX under pressure following the ASIC reforms, GQG up 1.1% and SOL falling 1.2%. Insurers were generally better. Healthcare mixed as CSL stumbled 2.5% lower, TLX falling another 4.2%. REITs mixed, industrials mixed too. TLS down 0.8% and TPG up 1.8% with tech trying to find a base, WTC down 0.7% and XRO up 0.6%. The All-Tech Index up 0.04%. Retailers also found some bargain hunters, JBH up 2.3% and APE recovering 1.0%. In corporate news, TWE in a trading halt pending outlook statement. EOS jumped 28.9% on an US$80m order from South Korea. 4DX rose 9.9% on news of approvals in Canada. WGX announced plans to spin off non-core assets and FMG announced plans to buy the remaining shares in Alta Copper. Nothing locally on the economic front but Japanese factory sentiment improved opening the way to a rate rise this week. China announced its weakest retail numbers since Covid. Asian markets eased on US falls, Japan down 1.4%, HK down 0.9% and China off 0.2%.US futures were better, Dow up 160 and Nasdaq up 52.10-year yields steady at 4.72%.Want to invest with Marcus Today? Our MT20 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.

BHP's Head of Americas Brandon Craig joins the show to discuss the rise in demand for Copper, AEMO lays out its energy transition plan. Plus, Uber launches a new healthcare service.See omnystudio.com/listener for privacy information.

The ASX 200 finished the week on a very firm note up 105 points to 8697(1.2%). Up 0.7% for the week. Across the board gains, with banks surging as CBA rose 2.1% and NAB up 1.8% after its AGM. The Big Bank Basket rose to $272.70 (+1.8%). Other financials also did well, MQG bouncing 2.7% and insurers too better. QBE and SUN up over 1%. REITs bounced, GMG up 0.8% and VCX up 2.4% with healthcare too also doing well, CSL rallying 2.9% with SIG up 1.4%. Industrials better but not flying. Retail saw some shoppers out and about, JBH up 2.7% and MYR up 4.4% with losses in LOV and TPW continuing. Tech remained a sub-optimal place to be, TNE down 1.6% with XRO continuing to fall, down another 0.5% with the All-Tech Index off 0.2%.Resources again was the place to be. Gold miners soared as brokers started to amend forecasts for metal prices higher as 2026 comes into view. NST up 2.9%, GMD up 7.6% and NEM rising 5.7%. BHP and RIO also strong on copper exposure, and uranium stocks gained ground. PDN up 4.8% and DYL rising 4.9%. Lithium stocks were a little depressed.In corporate news, former ANZ CEO is suing the bank for his lost $13.5m bonus. ASB dropped 3% on news that Jim Chalmers will allow Hanwha to increase its stake to near 20%. 4DX jumped 8.8% on an options deal and BMC Minerals debuted.Nothing on the economic front.Asian markets pushed higher, Japan up 1.7% with HK up 1.4% and China up 0.1%. Want to invest with Marcus Today? Our MT20 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 week on Talking Wealth, Janine provides an update on her favourite ASX mining stock, which is BHP, and shares whether it is set to trade higher in 2026. She reviews recent commentary and dives into the charts for a clearer view of the outlook for the stock.

The ASX 200 started in fine form after the Fed rate cut, but finished up only 13 points to 8592 (0.2%) as enthusiasm waned after the jobs data and US futures losses. A mixed picture across the market, CBA fell 0.7% as the other three rose, the Big Bank Basket unchanged at $267.77. MQG bounced 1.4% and other financials mixed. Healthcare stumbled into casualty, CSL dropped 1.6%, RMD down 2.3% and TLX dropped 2.1%. Retails also under pressure again, JBH off 1.5% and APE dipping 3.9%. PMV fell hard too off 5.2%. Tech remained under a cloud, WTC down 2.2% and XRO falling another 1.3% with 360 off 2.2%. The All-Tech Index fell another 1.4%. REITs made up some lost ground as bond yields fell on jobs data.In resources, iron ore miners pushed higher, FMG up 0.4% and RIO up 1.8%, with BHP up 1.3%. Gold miners were mixed, RMS rose 6.7% on broker comments, NEM also doing well, up 2.1%. Lithium stocks, a little depressed, and rare earths under pressure again. LYC down 0.9% and ARU off 8.2% as a large block trade went through the market. Uranium stocks slightly positive.In corporate news, IAG fell 1.2% after the ACCC knocked back its RAC QLD acquisition. AMP settled a class action and rose 1.1% with ORG up 0.4% on further expansion at Eraring. On the economic front, the jobs data came in below expectations although the headline rate at 4.3% remained unchanged.Meanwhile in Asia, Japan down 0.8%, HK flat and China down 0.6%. 10-year yields dropped to 4.72%. Nasdaq futures down 1.2%. Dow down 0.5% on Oracle. European markets set to open weaker.Want to invest with Marcus Today? Our MT20 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 week on Talking Wealth, Janine provides an update on her favourite ASX mining stock, which is BHP, and shares whether it is set to trade higher in 2026. She reviews recent commentary and dives into the charts for a clearer view of the outlook for the stock.

Interview with Allan Ritchie, Executive Chairman & CEO and David Ward, Managing Director of Adavale ResourcesRecording date: 9th December 2025Adavale Resources Limited (ASX: ADD) has emerged as a compelling Australian gold story, having transformed a A$900,000 acquisition into a 115,000-ounce JORC resource at the London-Victoria project in just nine months. The former BHP gold mine in New South Wales' prolific Lachlan Fold Belt is now the focus of an aggressive exploration and development program led by a management team with significant skin in the game.Executive Chairman Allan Ritchie and newly appointed Managing Director David Ward have structured the company to maximize shareholder alignment. All four directors collectively own over 5% of Adavale and take their remuneration exclusively in shares rather than cash, ensuring minimal corporate overhead. This approach is backed by cornerstone investor Gleneden, who holds 20% of the company and brings decades of resources sector expertise.The technical progress at London-Victoria has been impressive. Phase 1 drilling delivered standout results including 48 meters at 0.82 grams per ton gold, with high-grade zones of 25 meters at 1.2 g/t located 100 meters below the existing pit. Significantly, this intercept occurred outside the current resource envelope, indicating substantial expansion potential. Ward's historical knowledge of the site—having worked for the previous operator—combined with the recent discovery of hundreds of historic BHP grade control maps, is accelerating targeting accuracy.The company employs a dual-strategy approach: advancing London-Victoria toward near-term production through tolling agreements with nearby Alkane Resources' Tomingley facility (50km away), while systematically exploring five greenfields licenses for epithermal and porphyry discoveries. Surface samples at the Ashes prospect have returned up to 10 grams per ton gold, demonstrating early-stage promise.With Phase 2 drilling currently underway at a cost-effective A$350,000 for 13-14 holes, Adavale is executing a capital-efficient program that maintains multiple pathways to value creation in a favorable gold price environment exceeding A$4,000 per ounce.Learn more: https://www.cruxinvestor.com/companies/adavale-resourcesSign up for Crux Investor: https://cruxinvestor.com

The ASX 200 wandered around again today, waiting for the Fed, closing down 7 points to 8579 (0.1%). Banks eased back slightly, CBA down 0.5% and the Big Bank Basket fell to $267.79 (0.4%). MQG sliding another 0.7% again with other financials easier. Insurers came back to earth, with QBE down 0.4% and IAG off 1.0%. Industrials were flat, retailers fell, APE down 2.3% and JBH off 2.3% with TPW continuing to slide, off another 3.0%. WES was a bright spot up 0.7%, maybe lithium exposure! Healthcare eased back too, CSL down 0.1% and COH off 2.5%. Tech fell yet again, WTC down 1.9% and XRO sliding further, TNE off another 1.3%. Interest rate sensitive stocks under pressure. QAN down 0.8% and TCL off 1.3%.In resources, iron ore stocks picked up, BHP up 0.5% and FMG up another 0.9%. Gold miners up as RMS announced a $250m buyback. NST up 5.1% and EVN up 4.5%. Silver stocks also having a good run. Oil and gas fell and uranium stocks rose slightly.In corporate news, SBM up 10.9%, it secured a strategic partner and funding for Simberi, DRO popped 16.2% on a LW article. 4DX jumped 6.0% on a new order in the US. GQG unchanged on FUM data.On the economic front, we had Chinese CPI slightly higher than expected.Meanwhile in Asia, Japan down 0.1%, HK down 0.5% and China down 0.8%.10-year yields higher at 4.80%.US Futures – Dow down 4 and Nasdaq down 28.Want to invest with Marcus Today? Our MT20 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.

Millennial Potash Chairman Farhad Abasov joined Steve Darling from Proactive to discuss the global potash supply landscape and the company's continued progress on its flagship potash project in Gabon. Abasov highlighted the strategic importance of potash as a critical input for global food security and underscored the vulnerabilities faced by countries that rely heavily on imports. Abasov noted that the United States currently imports approximately 97% of its potash requirements, with the majority coming from Canada and smaller volumes sourced from Russia and other regions. “If we're talking about food security and diversifying critical minerals supply chains, then potash specifically is one of the most important things,” he said, emphasizing the geopolitical and economic risks tied to concentrated global supply. He explained that Millennial Potash's project in Gabon is uniquely positioned along the Atlantic coast, providing significant logistical and economic advantages. The project's proximity to deep-water port infrastructure allows for efficient export to major agricultural markets, including the United States, Brazil, and across Africa. Abasov added that the project's low-cost structure and favorable geography place the company in a strong competitive position within the global potash market. Abasov also discussed broader trends impacting the fertilizer industry, including rising global demand and the increasing difficulty of developing large-scale potash projects. He referenced recent budget overruns at major industry developments, including those reported by BHP, as evidence of escalating capital costs across the sector. In contrast, he noted that Millennial Potash's use of solution mining technology materially reduces both capital intensity and environmental impact compared with conventional underground mining methods. The company has now formally initiated its Environmental and Social Impact Assessment (ESIA), marking a key transition from exploration into the development phase of the project. Abasov confirmed that the ESIA will be conducted in accordance with International Finance Corporation (IFC) Performance Standards and will serve as a critical component of Millennial Potash's future mining application. With global fertilizer markets under pressure, supply chains tightening, and food security emerging as a growing strategic priority, Abasov said Millennial Potash is advancing its Gabon project at a time when new, sustainable potash supply is increasingly vital to global agriculture. #proactiveinvestors #millennialpotahscorp #tsxv #mlp #otcqb #mlpnf #potash #CriticalMinerals #Potash #USGeologicalSurvey #FertilizerIndustry #USDFC #FoodSecurity #ResourceEstimates #MiningNews #GabonProjects #ProactiveInvestors

W tym odcinku omawiamy jakich błędów unikać w rozmowach z pracownikami, zwłaszcza w tych najtrudniejszych - o ocenach, konfliktach i zwolnieniach. Razem z naszą gościnią Katarzyną Gospodarowicz, radczynią prawną i partnerką w kancelarii SDZLEGAL Schindhelm, dyskutujemy o sytuacjach, w których nawet doświadczeni managerowie „strzelają sobie w stopę”.Z tego odcinka dowiesz się:✔️jakie błędy najczęściej popełniają managerowie przy zwolnieniu pracownika,✔️ jak dokumentować rozmowy z pracownikami (i kiedy to naprawdę ma znaczenie),✔️co można „zepsuć” w ocenie rocznej pracownika,✔️gdzie szukać rzetelnych źródeł wiedzy o prawie pracy.Katarzyna Gospodarowicz - radczyni prawna i partnerka w kancelarii SDZLEGAL Schindhelm, ekspertka z wieloletnim doświadczeniem w prawie pracy, HR, compliance oraz prawie imigracyjnym. Doradza polskim i zagranicznym pracodawcom w zakresie tworzenia zgodnych z prawem struktur zatrudnienia, reorganizacji i sporów pracowniczych. Wspiera firmy w wdrażaniu procedur dla sygnalistów oraz w legalizacji pracy i pobytu cudzoziemców. Łączy dogłębną wiedzę prawną z praktycznym, biznesowym podejściem do doradztwa.LinkedIn Katarzyny: https://www.linkedin.com/in/katarzyna-gospodarowicz-62a3427b/Książka Obwód głowy, Włodzimierz Nowak:  https://lubimyczytac.pl/ksiazka/269489/obwod-glowyWydawnictwo C.H.Beck HR Compliance. Działania niepożądane w miejscu pracy, ochrona sygnalistów, BHP, RODO, związki zawodowe + wzory do pobrania:https://www.ksiegarnia.beck.pl/21863-hr-compliance-dzialania-niepozadane-w-miejscu-pracy-ochrona-sygnalistow-bhp-rodo-zwiazki-zawodowe-anna-bergerVademecum specjalisty ds. compliance + wzory do pobrania: https://www.ksiegarnia.beck.pl/22295-vademecum-specjalisty-ds-compliance-katarzyna-gospodarowiczSDZLEGAL Schindhelm: https://pl.schindhelm.com/pl/home

Mark Beyer and Justin Fris discuss the rapid growth of Site Sentry. Plus; Chevron's $3bn Gorgon call; Rio Tinto, BHP trail EV haul trucks and CSBP contracts Lake Way potash.

Interview with Chris Stevens, CEO, Coda MineralsOur previous interview: https://www.cruxinvestor.com/posts/coda-minerals-asxcod-95-recovery-rate-transforms-copper-project-into-tier-1-asset-7833Recording date: 2nd December 2025As global copper markets confront a widening supply deficit, Australian junior Coda Minerals is positioning its Elizabeth Creek Copper-Silver Project as a potential solution to what CEO Chris Stevens describes as an industry crisis. Located in South Australia adjacent to BHP's Carrapateena operation and near the world-class Olympic Dam mine, the project benefits from established infrastructure in a proven mining jurisdiction.The company's economics have transformed dramatically since initial studies. At conservative base case assumptions of $9,260 per tonne copper and $30 per ounce silver, Elizabeth Creek delivers an $855 million post-tax net present value with a 35% internal rate of return. However, with copper currently trading at $11,600 per tonne and silver reaching record levels near $59 per ounce, the post-tax NPV expands to $1.9 billion with a 60% IRR. This compares to Coda's current market capitalisation of approximately $40 million.A fundamental strategic shift underpins this enhanced profile. Coda abandoned its original copper-cobalt-silver flowsheet in favor of a simplified approach focusing exclusively on copper and silver through proven leaching technology. "If you can base the project fundamentally off two commodities with deep liquid markets, you're in a much better shape," Stevens explains. This eliminates the marketing and technical challenges associated with cobalt while employing methods used for roughly 20% of global copper production.With three drill rigs currently on site and a fully funded prefeasibility study targeting completion by end-2026, Coda is systematically de-risking a large, flat-lying orebody spanning 4.5 square kilometers. The recent $12.3 million capital raise was heavily oversubscribed, funding critical hydrogeology drilling, geotechnical work, and mine optimization studies.Stevens articulates the supply challenge starkly: "You need 30 Codas to replace an Escondida. Where are they coming from? Because there are not 30 Codas in Australia." With demand accelerating through electrification and data center expansion while legacy mines deplete, credibly-financed development projects in established jurisdictions occupy an increasingly strategic position in global copper supply chains.Learn more: https://www.cruxinvestor.com/companies/coda-minerals-ltdSign up for Crux Investor: https://cruxinvestor.com

The Aussie market scraped out a third straight day of gains, but only just, with materials once again doing all the heavy lifting as copper hit another record and pushed BHP, Rio Tinto and South32 higher. A stronger than expected jump in October spending kept rate chatter alive, knocking property trusts and retailers lower as markets briefly toyed with the chance of an extra hike next year. Energy edged higher on firmer oil, BetMakers popped on a new wagering deal, Nuix announced an AI-powered acquisition, while both Regis Resources and Regis Healthcare stocks finished weaker and Vulcan Energy slid after a major capital raise. 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.

Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Underground Alpha, joins us for a longer-format discussion with macroeconomic factors, veteran stock tips and opportunities in select silver, gold, lithium, and copper stocks.   We start off discussing the break in silver to all-time highs, coming out of the mid-October through mid-November corrective move in the precious metals sector.  Nick points out that in light of this sector resurgence in silver, gold, and also copper over the last few weeks, that we've continued to witness large, outsized financings in companies like Vizsla Silver and Arizona Sonoran Copper; that were aggressively taken up in very short periods of time.  This underscores the large pools of money on the sidelines that are still quite interested in getting positioned with the highest quality projects as the metals bull market continues to unfold.   We review how the recent moves in both gold and silver to record levels have become too big to ignore for generalist investors and analysts, that will now shift their gaze to the expanded margins playing out in Q4 and continue to push PM producers to higher levels.   He flagged the capital flows and stock performance in royalty companies like Royal Gold and Empress Royalties as evidence that more generalists and institutional funds were being drawn into the precious metals sector. This led to a discussion about the substantial positioning of Tether Investments recently into a handful of royalty and streaming companies; which may pave the way for more rotation of funds from the crypto space into the PM stocks.   Additionally, Nick sees the most undervalued opportunities in the brownfield developers with defined ounces in the ground, compelling economics, and that are moving down the pathway towards production. He pointed to companies like Perpetua Resources and Revival Gold as good examples of developers up near 52 weeks highs, garnering interest from investors, but that still had more runway to keep appreciating in price to NAV metrics.   Even the exploration stocks focused on new discoveries are getting a stronger bid in this environment, and Nick points to the move up this year in Kingsmen Resources, including the move today on the back of a silver/gold discovery in Mexico.   Next we shift over to the uptick in both the lithium carbonate pricing on the global markets, as well as a renewed interest in many lithium stocks. Nick unpacked his investing journey and strategy utilizing early positioning in private placements to experience multi-fold returns in lithium stocks like Q2 Metals, and Lion Rock Resources, both with compelling recent exploration results.   Wrapping up we touched about the continued favorable supply/demand fundamentals in the copper sector, the improving pricing strength in copper itself, and the recent surge in copper producers in several ETFs. Nick mentioned positions in the (PICK) iShares MSCI Global Metals & Mining Producers ETF, the positive market reaction in Ivanhoe Mines despite reduced production forecasts, and the M&A positioning for Teck Resources from AngloAmerican and BHP as evidence of a pickup in interest in copper and base metals producers.   Click here to follow Nick's analysis and publications over at Digest Publishing   For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com   Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.  

MARKET WRAP: ASX200: up 0.27% to 8,618 GOLD: $4,191/oz BITCOIN: $140,954 A lift in copper prices helped the big miners – justifying why BHP was so hopeful of adding Anglo-American to its assets.See omnystudio.com/listener for privacy information.

The ASX 200 meandered around waiting for the Test to start. At the close, the index was up 23 points to 8618 (0.3%) in a narrow trading range. Banks found some buyers with the Big Bank Basket rallying to $266.71 (0.8%) as ANZ continued higher, up 1.7%. Financials generally were on hold, REITs slid with GMG down 2.7% as higher bond yields took their toll after household spending showed renewed strength. Industrials too were wishy washy, ALL down 0.7% and COL off 1.7% with retailers falling, JBH down 2.1% and TPW falling another 2.4%. STP fell hard on a trading update. Tech stocks were slightly firmer, WTC did better after the investor day yesterday, up 1.7%, with 360 also better. The All-Tech Index drifted 0.3% lower.Resources were all about copper. BHP up 3.6% with RIO joining the fun and rising 3.9%. Gold miners slipped as a stronger AUD took its toll. Lithium stocks are also coming off the boil with VUL copping it on the capital raise and ex-entitlement. Oil and gas are modestly higher, with uranium stocks mixed. In corporate news, BEN is in the frame with job cuts, REG sold some aged care homes, and GEM updated the market on its former employee facing an additional 83 charges. On the economic front, stronger-than-expected household spending reignited rate rise fears. Asian markets, Japan recovered 1.8% with HK up 0.2% and China up 0.3%.10-year yields pushed higher again to 4.69%.Want to invest with Marcus Today? Our MT20 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 stocks were up modestly overnight, with the Nasdaq up 0.17% and the SP500 0.30%. The Dow was up 408 points. Private sector data showed that payrolls declined in November. Government numbers won't be available until after the Fed meeting. It was enough to support stocks for the day, plus some helpful inflation data. There wasn't much action in big tech, but the broader chip makers had a strong day and the small cap index the Russell 2000 rose 1.9%. US financials also lifted. The VIX settled lower at a benign reading of 16. Bitcoin is holding the line at US$93k.SPI futures are up 21 points. ASX to open modestly higher.We could be in for some action in the miners today. Copper rose 2.9% to hit a record high of US$11540. This good for copper producers on the ASX including SFR and CSC plus BHP and RIO. Copper is now up 31% this year.Want to invest with Marcus Today? Our MT20 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 Ingo Hofmaier, CFO of Lifezone MetalsOur previous interview: https://www.cruxinvestor.com/posts/lifezone-metals-nyselzm-tanzania-nickel-developer-boosts-resource-by-20-amid-ev-metals-push-6482Recording date: 24th November 2025Lifezone Metals (NYSE:LZM) is positioning its Kabanga nickel project in Tanzania as a strategic Western-aligned alternative to Indonesian supply dominance, following the successful acquisition of BHP's 17% stake through a deferred payment structure. CFO Ingo Hofmaier detailed the company's progress toward a final investment decision (FID) targeted for late 2025, highlighting how decades of exploration work and recent infrastructure improvements have transformed the project's development prospects.The July 2025 feasibility study marked a watershed moment, providing the first public financial analysis of the deposit in its 50-year history. The numbers demonstrate compelling economics: a $1.6 billion after-tax NPV, 23.3% IRR, and 4.5-year payback period, with all-in sustaining costs of $3.36 per pound net of byproduct credits. The deposit contains approximately 50 million tons of reserves at 1.9-2% nickel grades, with valuable copper and cobalt byproducts that position Kabanga in the lower quartile of the global cost curve.Infrastructure improvements have fundamentally de-risked the project. Tanzania's new standard-gauge railway from Dar es Salaam to Lake Victoria addresses historical logistics concerns, while three new hydropower stations provide grid connection with 95-98% availability. These developments eliminate the power and transportation constraints that previously hindered development efforts.Lifezone secured a $60 million bridge facility with Taurus Mining in August 2025, funding execution readiness activities while the company advances project financing discussions. The high-grade nature of the deposit supports a targeted 60/40 debt-to-equity financing structure for the $950 million to $1.2 billion capital requirement. Advanced discussions with the U.S. Development Finance Corporation, European export credit agencies, and Mineral Security Partnership members reflect Western government recognition of Kabanga's strategic importance amid 70-80% Indonesian supply concentration and associated geopolitical concerns.The company's proprietary hydrometallurgical processing technology offers environmental advantages over conventional smelting, eliminating sulfur dioxide emissions while leveraging the ore's 30% sulfur content to avoid purchasing sulfuric acid—a significant cost advantage over Indonesian laterite operations.View Lifezone Metals' company profile: https://www.cruxinvestor.com/companies/lifezone-metalsSign up for Crux Investor: https://cruxinvestor.com

The ASX 200 pushed 15 points higher to 8580 (0.2%) in another quiet directionless day of trade. Banks were steady with the Big Bank Basket at $263.74 (0.3%), MQG fell 1.2% as the German Cum Div case ramps up. Other financials were mixed with ZIP down 10.6% on some US states querying BNPL fees. REITs rose led by GMG up 0.3% and SCG up 2.2% with industrials mixed, TLS up 0.8% and WOW and COL better. CPU bounced 2.7% with tech stocks easing back again, WTC down 2.3% and TNE continuing to fall. The All-Tech Index dropped 1.2%. In resources, the iron ore miners pushed higher again. BHP up 1.1% and RIO gaining 1.7%. Gold miners were mixed, PRU up 1.4% and VAU doing well. Lithium stocks steady, oil and gas stocks better, WDS up 1.0% and STO rising 0.9%. Uranium sector mildly positive.In corporate news, CKF fell 3.5% after a trading update, PNR dropped 11.9% as Tulla Resources sold down its stake. MAQ completed its 47MW Sydney AI data centre.In economic news, the Balance of Payments fell $500m in September quarter. A deficit of $16.6bn.Asian markets mixed, Japan recovered 0.2% with HK up 0.1% and China down 0.6%.10-year yields pushed higher again to 4.61%.US Futures steady.Want to invest with Marcus Today? Our MT20 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.

Enerji Günlüğü Haber Bülteni:Türkiye'nin ve Dünyanın Enerji Gündemienerjigunlugu.net

Gold: The New Mega-Buyer You Haven't Heard About | Weekly Market Wrap-UpGold is heading for four straight months of gains — and a new giant buyer has emerged, buying more gold than any central bank in Q3. Yes, more than China, more than Turkey. We break down who it is, why they're doing it, and how this changes the gold market in 2025.We'll also cover the Fed's sudden push for a December rate cut, the U.S. consumer cracking under record credit card debt, geopolitical surprises from Russia and Japan, and why Europe is selling gold while Asia buys aggressively.Gold at $4,100+ isn't just a chart—it's the start of a capital-flow shift into real assets.⏱️ Timestamps00:00 Intro02:00 Retail sales, “record” Christmas spending & weak consumer sentiment04:40 Credit-card usage and debt at record highs – is this sustainable?07:30 Geopolitics (1): Russia–Ukraine peace plan and what it really means10:30 Geopolitics (2): Japan–China tensions over Taiwan & UN escalation13:50 The Fed, Waller's comments & why markets now price a December rate cut17:00 Gold price update – 4th month of gains and a fresh breakout above $4,10019:00 The new gold whale: Tether's 24 tonnes in Q3 & 116 tonnes total21:30 ETF flows – Asia keeps buying, Europe dumps gold (especially Germany)23:30 Gold miners & Barrick: activist pressure, free cash flow and high-grade assets25:10 Copper in an uptrend – Anglo/Teck, BHP walking away & what might come next26:10 Closing thoughts & what's on the agenda next week (London trip & upcoming guests)

Black Friday panic, Christmas chaos… and a derivatives-led global equity sell-off. In this episode of Talk Money To Me, Candice and Felicity zoom out from the noise and share six major investment themes set to shape portfolios in 2026 plus the ETFs, sectors and stocks they're watching right now.Recorded on 25 November 2025 following a sharp but non-fundamental global equity pullback driven by CTAs, futures activity and a VIX spike, the pair break down why retail investors have been buying the dip, not selling it and why the medium-term setup for equities remains constructive.They then reveal their 2026 Playbook, covering:⭐ Theme 1 – Mid-Duration Fixed Income & Floating RatesWhy the 3–5 year part of the curve, senior bank notes, floating-rate notes and diversified bond ETFs (like MQSD) are compelling defensive anchors heading into an uncertain rate environment.

On The Money Café this week, Alan Kohler and James Thomson dive into the latest AI news, look at DroneShield, what happened at COP30, discuss what's going on at Bendigo and Adelaide Bank, BHP, and much more!See omnystudio.com/listener for privacy information.

En el episodio de hoy, el foco se divide entre avances tecnológicos, tropiezos en el sector farmacéutico y el rebote del mercado mientras se acerca una semana corta pero cargada de datos económicos clave:

Host Maxwell Porter is joined by two experts to explore the geological and tectonic evolution of the iconic Laramide Porphyry Copper Province, focusing on its complex geodynamic history and the key exploration criteria that define this world-class copper belt. Our guests share complementary academic and industry perspectives, offering insights drawn from decades of research and field experience.The Geological Framework and Exploration vectors in the Globe-Miami DistrictOur first guest is Dr. Robert Lee. Robert earned his PhD at Oregon State University studying the El Salvador porphyry copper deposit in Chile. He then joined Freeport-McMoRan as a greenfields exploration geologist working across North America, the Philippines, and Europe. In 2014, he moved to UBC's MDRU, leading and contributing to research projects on tools to vector towards economic ore deposits, across the Western Tethyan Belt to the Andes and British Columbia. Since 2022, Robert has been a Principal Geoscientist with BHP's Generative Porphyry Copper team. His expertise centers on porphyry copper formation, mineral chemistry, and innovative tools for exploration, including zircon as a vector to ore.Tectonic controls on porphyry deposit formation in ArizonaOur second guest is Professor Thomas Lamont. Thomas is a structural geologist and petrologist whose work links tectonics, crustal evolution, and the formation of major ore systems. His research combines field mapping with advanced analytical tools, from EPMA and thermobarometry to isotopic and geochronological techniques. He completed his DPhil at the University of Oxford, investigating how the Cycladic Islands in Greece evolved from a compressional to an extensional tectonic regime. In a later postdoctoral role, he focused on the Laramide porphyry province of the southwestern United States, showing how flat-slab subduction drove water-fluxed melting and porphyry copper formation. Thomas now leads research into how subduction geometry shapes the thermal and mechanical state of the lithosphere and its mineral endowment in addition to other topics, as an assistant professor of Structural Geology and Tectonics at the University of Nevada, Las Vegas.Many thanks to VRIFY for sponsoring Season 5 of Discovery to Recovery.Theme music is  Confluence by Eastwindseastwindsmusic.com 

SBS Finance Editor Ricardo Gonçalves speaks with Raymond Chan from Morgans Financial Limited about the day's sharemarket action including a recovery on the ASX as the chance of a US rate cut in December swings back up and why BHP walked away from a second crack at Anglo American.

The U.S. and Ukraine find common ground on an ‘updated and refined' peace agreement but the deal comes under criticism from President Trump and questions grow as to its origins. Markets on both sides of the Atlantic are set to begin the new trading week in the green as NY Federal Chairman John Williams suggests a rate cut could be imminent following a weakening employment print. And in mining news, BHP says it will abandon a last-ditch bid for rival Anglo American following news of a revised second offer more than a year and half since its initial approach See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

En el Radar Empresarial de Capital Intereconomía, la atención se centra hoy en Anglo American, que ha rechazado el nuevo acercamiento de BHP, reavivando la tensión en el sector minero internacional y despertando dudas sobre posibles movimientos corporativos futuros. En la entrevista, Javier López, CEO de SilverGold Patrimonio, analiza la fuerte volatilidad reciente del oro y los metales preciosos tras semanas de rally. Explica cómo se comportan metales como el platino, paladio o cobre frente al oro y detalla las estrategias recomendadas para nuevos inversores, desde la compra directa hasta los contratos de compra. También comenta qué metales —tradicionales y alternativos— están concentrando mayor demanda y revisa las previsiones de cara a 2026. En el Foro de la Inversión, Ignacio Vacchiano, country manager de Leverage Shares, profundiza en los IncomeShares, una línea de ETPs diseñados para generar ingresos recurrentes mensuales mediante estrategias con opciones. Explica ejemplos reales, evolución de dividendos y precios, y el tipo de inversor que los está adoptando. Además, adelanta una primicia: el lanzamiento el 25 de noviembre de nuevos productos apalancados x3 en largo y corto sobre Bitcoin y Ethereum. Finalmente, en el consultorio de herencias, Itziar Pernía Gómez aborda la sucesión de la empresa familiar, desde los pactos sucesorios y los legados de participaciones hasta la fiscalidad aplicable. También resuelve casos prácticos, como qué ocurre cuando un heredero entra en una sociedad donde su padre tenía el 50%, o cómo actuar si el socio superviviente ignora al nuevo heredero y realiza operaciones sin su consentimiento, incluyendo ventas de inmuebles sociales.

En la edición de hoy del Radar Empresarial repasamos el que parece ser el capítulo final del extenso conflicto corporativo entre BHP y Anglo American. La multinacional australiana ha decidido abandonar definitivamente su intento de adquirir a la compañía británica. En el comunicado donde anuncia su retirada, BHP señala que, aunque seguía viendo una fusión con Anglo American como una operación con un fuerte sentido estratégico y con capacidad para generar valor para todos los involucrados, mantiene una gran confianza en el potencial de su estrategia de crecimiento interno. Con estas palabras, la empresa pone punto final a una trama que ha acumulado varios episodios en los últimos meses. La primera gran ofensiva se produjo en mayo, cuando BHP lanzó una propuesta valorada en 49.000 millones de dólares. Sin embargo, la oferta no prosperó porque el consejo de administración de Anglo American la consideró “demasiado condicionada”. A ello se sumó que la propia BHP llegó a la conclusión de que los términos planteados no se ajustaban completamente a las normativas del mercado británico. Además, la minera australiana exigía la separación de dos divisiones sudafricanas clave: Anglo American Platinum y Kumba Iron Ore. Ahora, todo apunta a que Anglo American ha rechazado definitivamente el que sería el último intento de acercamiento de BHP. El principal motivo es su proyecto de fusión con la canadiense Teck Resources, operación con la que pretende reforzar su apuesta por el cobre. De concretarse, la futura compañía quedaría en manos de los accionistas de Anglo American en un 62,4%, mientras que los de Teck controlarían el 37,6%. Esta unión deberá someterse a la aprobación de los accionistas el próximo 9 de diciembre y, para muchos analistas, representa una alternativa más atractiva que la planteada por BHP. La propuesta conjunta con Teck, que además cuenta con el respaldo de consultoras independientes como Glass Lewis, habría sido determinante para desestimar la última tentativa de BHP. Este revés podría tener consecuencias internas: aunque la compañía insiste en la solidez de su portafolio y en su capacidad de expansión, algunas fuentes apuntan a que este nuevo fracaso podría acelerar la salida de su director ejecutivo, Mike Henry, posiblemente a comienzos de 2026.

En Capital Intereconomía hemos seguido en directo la apertura del Ibex 35 y del resto de bolsas europeas, en una jornada marcada por la mejora del sentimiento inversor ante el fuerte repunte en las expectativas de recorte de tipos en EE.UU., que ya se sitúan en el 69%. En el análisis de mercados, Pablo García (Divacons–Alphavalue) destacó que el foco del día está en la geopolítica, con la reunión clave de líderes europeos para tratar la situación en Ucrania, cuyo plazo límite se fija el 27 de junio. Esto mantiene en alerta a los sectores de energía y defensa, especialmente con las nuevas tensiones entre China y Japón, tras el despliegue de misiles cerca de Taiwán y las advertencias de Pekín. Las materias primas también son protagonistas, con un petróleo sensible a estas conversaciones. En el ámbito corporativo, BHP retira su cuarta oferta sobre Anglo American, lo que puede influir en el sector minero; e IAG cancela vuelos a Venezuela coincidiendo con el ultimátum de EE.UU. para cercar a Maduro, a quien se vincula con el llamado “Cartel de los Soles”. La semana será decisiva para medir la fortaleza del consumo en EE.UU., con Black Friday, los datos del PIB y el PCE como referencias clave. En tecnología, Alibaba debuta con fuerza con su nueva aplicación de IA, buscando competir frontalmente con ChatGPT. El programa terminó con el consultorio de bolsa de José María Lerma, atendiendo dudas de los oyentes.

Los futuros accionarios en Wall Street suben el lunes, ya que aumentan las apuestas por un recorte de tasas de la Fed; arresto de Bolsonaro pone en jaque a la derecha en Brasil; vuelos a Venezuela cancelados tras alerta de EE.UU.; BHP desiste de nuevo de adquirir Anglo American; Kelsey Butler, periodista de mercados de Bloomberg News en México, comenta las recientes ofertas de acciones de Esentia y Fibra Next. Newsletter Cinco cosas: bloom.bg/42Gu4pGLinkedin: https://www.linkedin.com/company/bloomberg-en-espanol/Youtube: https://www.youtube.com/BloombergEspanolWhatsApp: https://whatsapp.com/channel/0029VaFVFoWKAwEg9Fdhml1lTikTok: https://www.tiktok.com/@bloombergenespanolX: https://twitter.com/BBGenEspanolProducción: Eduardo ThomsonSee omnystudio.com/listener for privacy information.

Ponemos el foco en valores como Rheinmetall, Leonardo, Dassault, Bayer, Siemens Energy, BHP y Ubisoft. Con Pablo Garcia, director general de Divacons-Alphavalue.

Wilmar faces fraud fallout while Asia’s hottest market defies gravity. In today’s episode, we break down Wilmar’s China fraud case and what it means for the palm-oil giant’s future. We look at Korea’s astonishing 60% KOSPI surge, fuelled by AI optimism and government-backed market reforms. U.S. markets wobble despite a Friday rebound, with investors rotating into small caps like the Russell 200. We run an Up or Down round across BHP, Anglo American, CK Hutchison, Venture Corp, Jardine Matheson and more. Hosted by Michelle Martin with Ryan Huang. Also, how good or bad is the Wicked sequel?See omnystudio.com/listener for privacy information.

Global money manager Sean Peche warns of US market fragility while unusually endorsing Pretoria's diplomatic approach toward Donald Trump. Locally, investors received welcome news as Naspers and Prosus posted robust half-year results, bolstering retirement portfolios. Anglo American gains ground after BHP's retreat, Netcare shows profit resilience despite high interest costs and a positive tailpiece for major SA corporates.

Hoje, ‘No Pé do Ouvido, com Yasmim Restum, você escuta essas e outras notícias: Ex-ministra comunista e ‘Bolsonaro chileno’ largam na frente para disputar 2º turno no Chile. Ataque deixa um indígena morto e quatro feridos em Mato Grosso do Sul. Justiça inglesa considera BHP responsável por tragédia em Mariana. ANPD impõe auditoria ao WhatsApp por risco em dados compartilhados com a Meta. Novo filme de ‘Star Trek’ terá abordagem completamente diferente. E Dua Lipa faz show em SP com Carlinhos Brown e Caetano Veloso no palco. Para saber mais sobre as iniciativas do Instituto Brasileiro de Petróleo e Gás (IBP), apresentadas na editoria Energia da Evolução, visite alemdasuperficie.orgSee omnystudio.com/listener for privacy information.

Warren Buffett has penned his final shareholder letter.From Berkshire's 60-year compounding machine to the handover to Greg Abel, we break down the lessons worth carrying forward.Then we head to Guinea, where the long-awaited Simandou project (“the Pilbara Killer”) has finally shipped its first iron ore. What does this mean for BHP, Rio, Fortescue and Australia's tax base?That's not all in another big episode of Equity Mates:Simon reveals why leverage is reshaping his entire core portfolioWe walk through his new, simplified, four-line strategyAnd we answer a great community question on how often to dollar-cost averageTo run the numbers for your own investing cadence, check out this Investment Frequency Calculator: https://investcalc.github.io/———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ———Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

The US President has said he will begin legal action against the BBC within the next few days after receiving an apology but no financial compensation over a misleading edit in a documentary about him. Lawyers representing Donald Trump had asked for a retraction, an apology and a payout after it was revealed that his speech at a rally on 6th January 2021, the day of the Capitol riots, was edited to give the impression he'd made a direct call for violence. Meanwhile, leading Democrats have accused President Trump of trying to deflect attention from questions about his relationship with the late sex offender Jeffrey Epstein, after he announced he was asking the attorney general and FBI to investigate prominent Democrats who he claims "spent large portions of their life with Epstein, and on his island". Also: the BBC speaks to Palestinian farmers who have been attacked by Israeli settlers in the occupied West Bank; the AI company that claims its chatbot has been used by Chinese spies to hack organisations around the world; the mining giant BHP is found responsible for the collapse of the Mariana dam in Brazil ten years ago; and film tourism is a multi-million dollar global business, but is it always a good thing?The Global News Podcast brings you the breaking news you need to hear, as it happens. Listen for the latest headlines and current affairs from around the world. Politics, economics, climate, business, technology, health – we cover it all with expert analysis and insight. Get the news that matters, delivered twice a day on weekdays and daily at weekends, plus special bonus episodes reacting to urgent breaking stories. Follow or subscribe now and never miss a moment. Get in touch: globalpodcast@bbc.co.uk

Confira na edição do Jornal da Record desta sexta (14): Supremo tem maioria para tornar réu Eduardo Bolsonaro por tentar interferir em julgamento. Justiça britânica condena mineradora BHP por rompimento de barragem de Mariana (MG). Estados Unidos reduzem tarifas sobre carne, café e outros produtos. Medida deve beneficiar o Brasil. Indígenas lideram mais um protesto na COP30 e cobram diálogo com Lula. Brasil registra a menor taxa de desemprego em 13 anos. Em Goiás, alunos de escola passam mal depois de comer brigadeiro de maconha. E o Jornal da Record mostra o drama das vítimas e a situação dos moradores afetados pela explosão em SP.

Os Estados Unidos reduziram tarifas de café, carnes e frutas. A decisão beneficiou produtores do Brasil. Em grave crise financeira, os Correios negociaram um empréstimo de R$ 10 bilhões e planejam demitir pelo menos 10 mil funcionários. O Tribunal de Justiça do Rio suspendeu a falência do grupo Oi. A Justiça britânica condenou a mineradora BHP pela tragédia de Mariana. A Primeira Turma do STF formou maioria para tornar Eduardo Bolsonaro, do PL, réu por coação. Indígenas fizeram novo protesto na COP Trinta, desta vez contra projetos do governo federal na Amazônia. Um morto, 10 feridos e 11 casas interditadas na explosão no Tatuapé, São Paulo. O local era usado como depósito clandestino para fogos de artifício e para fazer balões.

A court in Britain has ruled that the mining company BHP is legally responsible for the collapse of a dam in 2015 which caused one of Brazil's worst environmental disasters. The failure of the Mariana dam (in southeastern Brazil) unleashed a wave of toxic waste that killed nineteen people and polluted a major river. It was owned by a joint venture between the Brazilian firm, Vale, and BHP - which was headquartered in Britain at the time. Hundreds of thousands of Brazilian victims are seeking what could amount to billions of dollars in compensation. BHP says it intends to appeal. Also in the programme: controversy in Turkish football; and we hear from a mystery person photographed during the Louvre heist. (Photo: A view shows the BHP Group logo at their headquarters in Melbourne, Australia. CREDIT: REUTERS/Hollie Adams/File Photo)

CBC Marketplace analysis shows daily rush hour commutes in Canada are getting longer. Ontario's ban on speed cameras comes into effect. Russia unleashes a massive overnight attack on Ukraine. China demands Japanese PM retract Taiwan warning or ‘bear all consequences'. BHP liable for 2015 Brazil dam collapse, UK court rules in mammoth lawsuit. Indigenous protesters block entrance to COP30 climate summit in Brazil. A closer look at the hydroelectric project Prime Minister Mark Carney is recommending to reduce Iqaluit's dependence on fossil fuels. Karol G wins Song of the Year, Bad Bunny wins Album of the Year as rapper dominates 2025 Latin Grammys.

A UK court rules mining company BHP is liable for Brazil's worst environmental disaster; schools remain on alert after an asbestos warning issued in the ACT; and in rugby league, the future of Melbourne Storm star Eli Katoa uncertain after brain surgery.

Confira nesta edição do JR 24 Horas: Policiais civis e militares fizeram uma operação para combater o avanço do Comando Vermelho na Baixada Fluminense. Segundo a investigação, a facção criminosa movimentou cerca de R$ 30 milhões com cobranças ilegais de taxas de moradores e comerciantes da cidade de São João de Meriti. E ainda: Justiça britânica condena BHP por rompimento da barragem de Mariana (MG).

BHP é condenada pela Justiça inglesa por rompimento de barragem em Mariana. Vereador é preso em flagrante com arma e remédios no RJ. Uma pessoa morreu e 10 ficaram feridas em explosão em SP. STF conclui julgamento dos recursos de Bolsonaro e mais seis réus nesta sexta. Grammy Latino; veja a lista dos vencedores de 2025.

  Your audience buys your message only after they buy you. In today's era of cynicism and AI summaries, leaders need crisp structure, vivid evidence, and confident delivery to represent their organisation—and brand—brilliantly. How much does speaker credibility matter in 2025 presentations? It's everything: audiences project their judgment of you onto your entire organisation. If you're sharp, fluent and prepared, stakeholders assume your firm operates the same way; if you're sloppy or vague, they infer risk. As of 2025, investor updates in Tokyo, Sydney, and New York are consumed live, clipped for LinkedIn, and indexed by AI search—so your credibility compounds across channels. Leaders at firms from Toyota and Rakuten to Atlassian and BHP stress rehearsal and message discipline because buyers, partners, and regulators hear signals about reliability long before they see your product. Do now: Audit your last talk: would a first-time viewer conclude your organisation is trustworthy, capable, and disciplined? How do I present my organisation positively without sounding like propaganda? State benefits confidently, then anchor every claim in proof your audience recognises. Overstating capabilities triggers scepticism; neutral facts plus applied benefits overcome it. Reference entities, laws, or standards—e.g., ISO 9001, METI guidelines in Japan, GDPR in Europe—to show your claims live in the real world. Contrast SMEs vs. multinationals or Japan vs. US timelines to demonstrate nuance. Replace fuzzy adjectives ("world-class") with specific outcomes (e.g., "reduced defect rates 18% in FY2024 under ISO audits"). Audiences accept pride when it rides on verifiable evidence they can apply in their own context. Do now: Rework three bold claims into "benefit + evidence + application" sentences your buyers can use tomorrow. What opening grabs attention in the first 15 seconds? Start with a hook that slices through distraction: a killer stat, pithy quote, or compact story. In post-pandemic rooms and hybrid webinars, you're competing with phones and email. Use a "Time/Cost/Risk" opener: "In Q4 2024, procurement cycles in APAC shrank 21%—if your proposals still open with specs, you're already late." Or tell a 30-second story of defeat-to-triumph that spotlights your customer, not your logo. Then preview your message map ("three things you'll leave with"), so listeners know the journey and AI chapter markers index your sections. Do now: Script two alternative openers—a stat and a story—and A/B test them with colleagues before the real audience. What messages should I emphasise—and how often? Decide your one big message, say it early, reinforce it before Q&A, and repeat it in your final close. As of 2025, attention is nonlinear: people join midstream, catch a clip, or ask a question that derails flow. A tight message spine ("We help Japan-market entrants compress trust-building from 12 months to 12 weeks") beats a data dump. Use three proof pillars (customer result, operational metric, external validation) and echo your core line at strategic moments: minute 1, pre-Q&A, and final close. This rhythm works for startups pitching in Shibuya and for multinationals briefing in Frankfurt alike. Do now: Write your message in ≤12 words and place it in your opening, bridge to Q&A, and final close. What counts as convincing evidence in the era of cynicism and "fake news"? Offer vivid, memorable proof your audience can verify or try: numbers, named customers, and testable steps. Quote audited metrics ("FY2024 churn down 2.3% after onboarding redesign"), recognised frameworks (OKRs, ITIL), and respected third parties (Nikkei, OECD, Gartner). Translate facts into benefits ("cut QA cycle from 10 to 6 days") and immediately show how they can apply it ("here's our 3-step checklist"). Cross-compare markets—Japan's consensus cycles vs. US speed—to explain variance, not hide it. The goal: evidence that travels—accurate, sticky, and portable to their context. Do now: For every sweeping statement in your deck, add a proof line: metric, name, or external authority. How do I sound confident and enthusiastic without memorising a script? Use slide headlines as navigation, rehearse fluency, and speak with earned enthusiasm. You don't need to memorise paragraphs; you need mastery of transitions. Treat each slide as a question your headline answers, then talk to the point. Record three practice runs to strip filler ("um/ah"), smooth hesitations, and calibrate pace. Leaders with phenomenal stories often under-sell them—bring the energy you'd expect from a luxury marque unveiling or a resource-sector breakthrough. Enthusiasm signals belief; fluency signals competence; together they convert sceptics. Do now: Replace paragraph notes with 1-line headlines + 3 bullet prompts; rehearse until transitions are automatic. How should I close so people remember—and take action? Use a two-stage close: a pre-Q&A recap to cement the big idea, then a final close to shape the last impression. Before Q&A, restate your message and one action you want (trial, site visit, pilot). After Q&A, re-close with a memorable line that ties benefits to their context ("This quarter, let's turn your Japan market risk into repeatable revenue"). Offer a concrete next step for each segment—enterprise buyers, mid-market, and partners—so momentum doesn't leak after applause. Do now: Script two closes (pre-Q&A and final) and attach the precise call-to-action you want from each audience type. Conclusion Great company talks aren't complex—they're disciplined. Structure for attention, prove with evidence, deliver with fluency and real enthusiasm, and close twice. Whether you're a startup founder or a multinational executive, this cadence protects your brand and accelerates decisions across markets. FAQs What if my industry forbids customer names? Use anonymised metrics, third-party audits, and regulator thresholds to validate outcomes. Provide process evidence instead of logos. How long should this talk be? For 20 minutes, use 5–7 slides. Longer briefings expand examples, not messages. What changes for Japan vs. US? Japan values group risk reduction and stakeholder alignment; show consensus wins. US rooms reward speed and testable pilots. Next steps for leaders/executives Book a rehearsal with two "friendly sceptics" this week. Convert three claims into "benefit + evidence + application." Script the two closes and a one-line core message. Record and review a 5-minute demo talk; remove filler. Author Dr. Greg Story, Ph.D. in Japanese Decision-Making, is President of Dale Carnegie Tokyo Training and Adjunct Professor at Griffith University. He is a two-time winner of the Dale Carnegie "One Carnegie Award" (2018, 2021) and recipient of the Griffith University Business School Outstanding Alumnus Award (2012). As a Dale Carnegie Master Trainer, Greg is certified to deliver globally across all leadership, communication, sales, and presentation programs, including Leadership Training for Results. He has written several books, including three best-sellers — Japan Business Mastery, Japan Sales Mastery, and Japan Presentations Mastery — along with Japan Leadership Mastery and How to Stop Wasting Money on Training. His works have been translated into Japanese, including Za Eigyō (ザ営業), Purezen no Tatsujin (プレゼンの達人), Torēningu de Okane o Muda ni Suru no wa Yamemashō (トレーニングでお金を無駄にするのはやめましょう), and Gendaiban "Hito o Ugokasu" Rīdā (現代版「人を動かす」リーダー). Greg also publishes daily business insights on LinkedIn, Facebook, and Twitter, and hosts six weekly podcasts. On YouTube, he produces The Cutting Edge Japan Business Show, Japan Business Mastery, and Japan's Top Business Interviews, which are widely followed by executives seeking success strategies in Japan.

Interview with Gan-Ochir Zunduisuren, Managing Director of Asian Battery Metals PLCRecording date: 15th October 2025Asian Battery Metals (ASX:AZ9) is emerging as a focused critical minerals developer in Mongolia, strategically positioned at the doorstep of Asian consumption markets. Led by Managing Director Gan-Ochir Zunduisuren, a mining engineer with 22 years of experience including a board position at Rio Tinto's Oyu Tolgoi copper operation, the company is advancing a portfolio of copper, nickel, and gold projects in southwestern Mongolia's prospective Central Asian orogenic belt.The company's flagship Oval copper-nickel project has delivered significant validation through selection for BHP's prestigious Xplor accelerator program in 2023. As one of only seven companies chosen globally from 250 applicants - and the sole Asian representative - Asian Battery Metals received $500,000 USD to prove the concept of a magmatic mafic intrusion-related copper-nickel sulfide system. This third-party technical endorsement has been reinforced by encouraging metallurgical results, with initial test work achieving 89-95% copper recovery and concentrate grades of 18.5-24%, meeting industry benchmarks for economic viability.With approximately A$30 million in market capitalization and A$7-8 million deployed across exploration programs, the company has established 800 meters of continuous mineralization at Oval, with widths ranging from 50 to 80 meters. Recent drilling has extended mineralization to 290 meters depth, suggesting potential for deeper extensions along feeder conduit structures. The company is also advancing regional targets including MS1, located six kilometers south of Oval with geophysical signatures potentially larger than the main discovery, supporting a hub-and-spoke development model where multiple deposits could share centralized processing infrastructure.Complementing the copper-nickel focus, Asian Battery Metals is completing due diligence on the Maikhan Uul VMS copper-gold system, located just eight kilometers from Oval. Recent drilling confirmed more than 20 meters of massive sulphide mineralization with historic grades of approximately 1.7% copper and 1 gram per tonne gold, plus a high-grade shallow gold zone grading over 15 g/t. The company expects to complete this acquisition within four months, adding diversification and supporting the multi-deposit cluster strategy that Managing Director Gan-Ochir described as essential to achieving the company's goal of "more than 20 million tons of economic resources or potentially producing 50,000 tons of metals."Mongolia's maturation as a mining jurisdiction provides crucial support for development pathways. Over the past 15 years, the country has opened 20-30 new mines, improved infrastructure substantially, and developed multiple financing options including international financial institutions, domestic banks, and Chinese offtake arrangements. This evolution, combined with proximity to Asian markets and an established contractor mining sector, positions Asian Battery Metals to advance its projects efficiently in a jurisdiction that has demonstrated it can support world-class operations like Rio Tinto's Oyu Tolgoi copper mine.View Asian Battery Metals' company profile: https://www.cruxinvestor.com/companies/asian-battery-metalsSign up for Crux Investor: https://cruxinvestor.com

The Australian sharemarket hit a record high for a second time in a week as the US and Australia strike a rare earths supply deal, but it was BHP that was a real stand out today. SBS Finance Editor Ricardo Gonçalves speaks with Catherine Allfrey from Wavestone Capital to find out if the sector is worth the hype and what else is driving investors.

Darren welcomes back Tim Watts MP to the podcast. Tim is now the government's Special Envoy for Indian Ocean Affairs having also served as assistant minister for foreign affairs in the Albanese government's first term. The discussion begins with Tim's new role and the importance of the Indian Ocean Region to Australia's national interests. From there, Darren asks Tim to reflect on his time as Assistant Foreign Minister and what the work he did says about Australian foreign policy more broadly. What are the inputs to success? The conversation finishes with the vital (and ongoing) challenge of Asian capability.  Australia in the World is written, hosted, and produced by Darren Lim, with research and editing this episode by Hannah Nelson and theme music composed by Rory Stenning. Relevant links Peter Dean and Alice Nason, An Australian Indian Ocean agenda to 2035, United States Studies Centre Report, September 2025: https://www.ussc.edu.au/an-australian-indian-ocean-agenda-to-2035 Allan Gyngell, “White-papering Australian foreign policy”, East Asia Forum, 22 May 2017: https://eastasiaforum.org/2017/05/22/white-papering-australian-foreign-policy/ Tim Watts, “Complacent nation: Australia and the Asian Century”, Lowy Interpreter, 22 September 2025: https://www.lowyinstitute.org/the-interpreter/complacent-nation-australia-asian-century Joya Chatterji, Shadows at Noon: The South Asian Twentieth Century (Vintage, 2024): https://www.penguin.com.au/books/shadows-at-noon-9781529925555 David Van Reybrouck, Revolusi: Indonesia and the Birth of the Modern World (Vintage, 2025): https://www.penguin.com.au/books/revolusi-9781529931525 Stephen Dziedzic and Yiying Li, “BHP vs China Inc: What the iron ore dispute says about Australia's present and future”, ABC News, 17 October: https://www.abc.net.au/news/2025-10-17/what-bhp-china-iron-ore-dispute-means-to-australia/105901692

中國政府對澳洲礦業巨頭必和必拓（BHP）採取的要求以人民幣而非美元結算鐵礦石進口，核心目的遠超單純的貿易利益，而在於推進「國際人民幣化」。中國在國家資本主義模式下，國家權力對微觀經濟的深度滲透。通過中央企業中國礦產資源集團（CMRG）作為單一採購代理，北京在商業交易層面混入其國家戰略意志。這種手法亦避開了世界貿易組織（WTO）等國際機構的關稅壁壘限制。「國際人民幣化」的背後動機，不只是減少中國對美元的需求，更重要是將人民幣推廣至貿易夥伴的資產負債表。對於如 BHP 般高度依賴中國市場的企業而言，利潤和股東回報的壓力使其難以拒絕；即使面對本幣貶值風險和資金運用受限的困境，也可能被迫就範。當國家將經濟交易視為政治博弈，並透過強制手段輸出其本幣時，受衝擊的貿易夥伴（如澳洲）的企業利益，將被國家層面的政治考量所綁架。這迫使自由民主國家政府亦不得不介入，久而久之導致全球經濟治理體系，更集權化且更具保護主義色彩。這個趨勢是對二戰後建立的規則為本的國際秩序根本的威脅。當然，令規則為本的國際秩序逐漸走向「誰大誰惡誰正確」的叢林法則，美國的變異也是關鍵之一。 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