Podcasts about Bhp

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Latest podcast episodes about Bhp

Marcus Today Market Updates
End of Day Report – Friday 21 November: ASX hit hard, down 136 | Banks find friends

Marcus Today Market Updates

Play Episode Listen Later Nov 21, 2025 7:37


The ASX 200 dropped another 136 points to finish at 8417, bring total losses for November to 5% so far – placing it on track for the worst month since September 2022. Resources were pummelled, BHP fell 3.2% on Chinese ore embargoes with RIO off 3.2% and FMG tumbling 5.5%. Gold miners were also hit hard despite bullion holding up, NEM down 6.1% and EVN off 4.5%. Lithium stocks saw selling back in aggressively, LTR down 8.4% and PLS off 6.9%. Base metal stocks and rare earths in trouble too, ELV down 11.8% and ILU down 11.6%. Energy stocks also under pressure, WDS down  2.7% and STO falling 3.0%. Industrials were less affected, TCL down 1.4% and GMG off 3.6% with WES down 1.4% and retail falling after LOV down 13.8% on guidance and AX1 crashing 15.4% on similar negative guidance. Banks saw selling, CBA held firm, the other three off, the Big Bank Basket down to $265.65 (%). Other financial slid, HUB down 3.3% and NWL off 4.5%. Tech was mixed, WTC gained 2.4% on reaffirming guidance at the AGM. The All-Tech index falling 0.8%.In corporate news, MYX saw its shares halted after a big fall and the Treasurer knocking back the bid. KGN rose slightly on an update, REH better despite a 18% fall in EBIT. WJL got BGH to pay 91c in the takeover battle. In economic news, nothing locally, Japanese inflation came in stronger than expected.  Asian markets weaker with Japan down 2.5%, China down 1.9% and HK down 2.1%.European markets set to open weaker again.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.

Marcus Today Market Updates
End of Day Report – Wednesday 19 November: ASX 200 slips 21 points ahead of Nvidia | Make or break?

Marcus Today Market Updates

Play Episode Listen Later Nov 19, 2025 12:03


The ASX 200 started positively to fade to a loss of 21 points to 8454 (0.3%). Banks showed weakness with more slippage as the Big Bank Basket fell to $264.08 (-1.3%) CBA off 1.3% and ANZ down 2.0%. MQG continues to slide, down 1,4% and HUB off 1.1%. GQG is enjoying a rare moment in the sun, up 9.1% as it is pursuing an anti-AI tilt. Insurers eased, REITs were slightly firmer, GMG bouncing back 1.1% and VCX up 2.0%. Industrials were mixed again, ALL up 0.8% and LNW gaining 4.4%. Retailers fell, TPW down another 2.3%. GYG continues to suffer, off 4.3%, DMP down 0.2% as the shorts move back in. Tech found some bargain hunters, WTC up 0.4% and TNE stumbling around. Unchanged in the end. In resources, we saw a rebound in BHP and FMG, gold miners were back with bullion up to $6280 and EVN up 2.0% with GMD up 2.9%. Lithium stocks paused, rare earth stocks rose, Oil and gas stocks rose, WDS up 1.2% and uranium stocks modestly better. In corporate news, DRO, down 19.6%, shot out of the air as its US head left in a hurry. WJL got a 90c NBIO offer from Helloworld, NUF soared 10.8% on stronger guidance and KMD rose 2.1% on Q1 sales.In economic news, wage growth came in as expected at 3.4%. Asian markets quietly mixed with Japan up 0.1%, China up 0.2% and HK down 0.5%.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.

Marcus Today Market Updates
End of Day Report – Tuesday 18 November: ASX 200 drops nearly 2% | TNE down over 17%

Marcus Today Market Updates

Play Episode Listen Later Nov 18, 2025 14:47


A nasty start to the day accelerated to a loss of 167 points (-1.9%) on the ASX 200 as RBA minutes and US futures took us down. The big three sectors were hit hard with the iron ore miners smacked. BHP off 3.7% on UK court ruling and RIO off 2.7% with FMG falling 2.0%. Energy stocks also slipped, WDS down 1.9% with STO off 0.6% and uranium stocks under pressure. Gold miners too sold off as bullion slipped, NST down 5.6% and EVN down 5.2% with lithium the only sector that saw any green. PLS up 3.3% and LTR up 2.1%. Banks were also sold down hard, WBC fell 3.0% and CBA down 1.7% with the Big Bank Basket falling to $267.54 (-1.8%). Financials also in the seller's sights, NWL fell 6.2% and MQG off 1.7%. Insurers fell, QBE down 1.4% and REITS under pressure too. GMG off 3.0% as a tech play on data centres. Industrials saw across the board selling, WES fell 1.2% and REA off 2.4% with CAR falling 3.2% as TLS down 0.2%. Tech stocks were decimated after TNE disappointed, off 17.2% despite a special dividend. WTC fell 4.6% and XRO tumbled 3.3% with the All-Tech Index down 4.3%. In corporate news, JHX rallied 9.9% on better-than-expected results, AGM's dominated. BSL fell 1.7% on EBIT to land at the bottom of guidance range. CAT tested a life with a 11.7% fall on a growth rate of 19%. ALQ fell 2.9% on better numbers. PLT was a rare bright spot after a jump in first half profits, up 6.8%. On the economic front, RBA minutes took rate cuts off the table. Australian consumer confidence rose 0.7% too.  Asian markets weaker with Japan down 2.9%, China down 0.3% and HK off 1.6%.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.

No pé do ouvido
Chile terá 2º turno entre comunista e ultradireitista

No pé do ouvido

Play Episode Listen Later Nov 17, 2025 23:06


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.

Marcus Today Market Updates
End of Day Report – Monday 17 November: ASX 200 claws back early losses | Iron ore helps, ELD cheer

Marcus Today Market Updates

Play Episode Listen Later Nov 17, 2025 12:08


The ASX 200 closed up 2 points to 8636 in a quiet session ahead of a big week in the US. Good comeback after a near 50 point fall this morning.  Some signs of confidence returning with banks seeing a resumption of the sell CBA, buy the other three switch. The Big Bank Basket fell to $272.47 (-0.4%) as CBA dropped 1.0%. MQG ex-dividend today, down 2.3% with financials slightly firmer, QBE up 0.5% and HUB up 2.7% with NWL gaining. REITs firmed, GMG up 0.5% and CHC up 1.7% with industrials finding their feet, LNW up 3.3% with WTC up 1.2% although XRO fell another 0.1%. Retailers firmed, UNI up 1.7% and PMV up 2.1% with DMP gaining another 5.1%. GYG continue to fall, down 1.8%. Healthcare eased back, RMD under pressure off 2.1%, CSL down 0.8% and SHL slipping 1.5%. Resources were mixed, BHP fell 0.6% on the UK court ruling, RIO and FMG both better on higher iron ore prices in Asia, lithium staged a comeback, PLS up 3.7% and IGO rising 0.9%. LYC also bounced 5.5% with gold miners mixed. No significant damage done. GMD up 2.5% on a broker upgrade. Energy stocks all better, WDS up 0.9% and ALD rising 3.8%. IPX fell 3.0% after a return to trade following a report from Spruce Capital.PME jumped 4.2% on another $44m deal with Advanced Radiology. Some management changes, RHC rose 1.8% on a new CFO, MSB rallied 5.0% on a new CFO too with FPR better on an acquisition. ELD gained 6.3% on better than expected results.Nothing locally on the economic front. RBA board member wrote a column on the RBA mandate. In Japan, GDP came in better than expected.Asian markets weaker with Japan down 0.4%, China down 0.4% and HK off 0.6%.European markets set to open slightly 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.

Business Now with Ross Greenwood
Business Now | 17 November

Business Now with Ross Greenwood

Play Episode Listen Later Nov 17, 2025 21:39 Transcription Available


The UK High Court decides BHP is liable for the 2016 Samarco tailings dam wall collapse in Brazil, SQM says it will fight an action brought by corporate regulator ASIC. Plus, the apparent first major gas discovery in Bass Strait in eight years.See omnystudio.com/listener for privacy information.

Equity Mates Investing Podcast
Warren Buffett's swan song, we're changing our core portfolios & timing your investing

Equity Mates Investing Podcast

Play Episode Listen Later Nov 16, 2025 29:01


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.

Fear and Greed
ANZ governance slammed; BHP liable for dam disaster; new native bee discovered

Fear and Greed

Play Episode Listen Later Nov 16, 2025 17:57 Transcription Available


Monday 17 November 2025 An independent review into ANZ is highly critical of the major bank, unveiling governance and staff problems that were criticised at the Banking Royal Commission. BHP is found legally liable for one of the worst environmental disasters in Brazil. The coalition launches its technology agnostic energy plan. Donald Trump cuts tariffs on beef but it's bad news for local graziers. Scientists discover a new native bee species. Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - this week, how much super should you have? Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Fear and Greed Business Headlines
Fast Five | 17 Nov 2025

Fear and Greed Business Headlines

Play Episode Listen Later Nov 16, 2025 6:38 Transcription Available


Monday 17 November 2025 The top five business stories in five minutes, with Sean Aylmer and Michael Thompson. ANZ governance slammed BHP liable for dam disaster Coalition launches energy policy New native bee discovered Trump cuts beef tariffs Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - this week, how much super should you have? Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.Support the show: http://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Global News Podcast
Trump to sue BBC for 'up to $5bn'

Global News Podcast

Play Episode Listen Later Nov 15, 2025 26:37


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

JORNAL DA RECORD
JORNAL DA RECORD | 14/11/2025

JORNAL DA RECORD

Play Episode Listen Later Nov 15, 2025 47:13


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.

Resumão Diário
JN: EUA reduzem tarifas de café, carnes e frutas; STF forma maioria para tornar Eduardo Bolsonaro réu por coação

Resumão Diário

Play Episode Listen Later Nov 15, 2025 5:31


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.

Newshour
UK court finds mining firm liable for Brazil's worst environmental disaster

Newshour

Play Episode Listen Later Nov 14, 2025 47:30


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 News: World Report
Friday's top stories in 10 minutes

CBC News: World Report

Play Episode Listen Later Nov 14, 2025 10:07


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.

SBS News Updates
UK court rules BHP liable for Brazil's environmental disaster | Morning Bulletin 15 November 2025

SBS News Updates

Play Episode Listen Later Nov 14, 2025 5:32


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.

JORNAL DA RECORD
14/11/2025 | 3ª Edição: Ação contra o Comando Vermelho termina com oito presos na Baixada Fluminense

JORNAL DA RECORD

Play Episode Listen Later Nov 14, 2025 3:38


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).

Resumão Diário
BHP é condenada por rompimento de barragem em Mariana; Vereador é preso com arma no RJ e mais

Resumão Diário

Play Episode Listen Later Nov 14, 2025 5:24


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.

Fear and Greed Business Headlines
Fear and Greed Afternoon Report | 14 Nov 2025

Fear and Greed Business Headlines

Play Episode Listen Later Nov 14, 2025 5:26 Transcription Available


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 down 1.4pc BHP compensation ruling tonight Teals lash Libs over net zero Dementia now leading cause of death US to deny visas over health conditions Join our free daily newsletter here. EXCLUSIVE NordVPN Deal ➼ https://nordvpn.com/fearandgreed. Try it risk-free now with a 30-day money-back guarantee

Fear and Greed
Afternoon Report | ASX tumbles 1.4pc

Fear and Greed

Play Episode Listen Later Nov 14, 2025 5:25 Transcription Available


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 down 1.4pc BHP compensation ruling tonight Teals lash Libs over net zero Dementia now leading cause of death US to deny visas over health conditions Join our free daily newsletter here. EXCLUSIVE NordVPN Deal ➼ https://nordvpn.com/fearandgreed. Try it risk-free now with a 30-day money-back guarantee

Marcus Today Market Updates
End of Day Report – Wednesday 12 November: ASX 200 down 19, CBA falls again | ALL and 360 lower on results

Marcus Today Market Updates

Play Episode Listen Later Nov 12, 2025 13:50


The ASX 200 slipped again by 19 points to 8800 (0.2%) as CBA continued to weigh, off another 3.1% with the Big Bank Basket down to $279.76 (-1.6%). Joining in the casualty list were 360 off 13.1% on disappointing numbers and ALL down 7.5% as it came up lemons. Our dismal tech sector continues to slide as XRO head lower still, off 2.2% and WTC down 0.8%. REA fell 2.5% and CAR down 1.0%. Industrials were ok, TCL up 0.5% and WES gaining 0.7% with COL and WOW better, TLS gained another 0.4%. GYG continue to be wrapped lower, down 2.0% and TPW also fell hard today, off 4.4%.In resource land, iron ore improved in Asian trade, BHP up 0.6% and RIO sprinting 2.3% ahead. Gold miners were modestly better, NST up 1.4% and EVN up 2.0%. Lithium stocks better, LTR up 6.1% on its new auction platform, MIN roared 9.2% ahead on selling part of its lithium business to POSCO. LYC slid 2.7% with uranium stocks weaker. Oil and gas stocks better with WDS up 1.4%. Coal stocks weaker. In corporate news, FLT rose 1% on an earnings update, NWL fell 0.4% after surviving a protest vote at the AGM, MP1 resumed trade after capital raising. A1N dropped 9.7% on much weaker ad revenue. DMP rose 1.8% after an AGM update.In economic news, investor loan numbers, in Asia hopes for more Chinese stimulus helped iron ore prices higher.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.

Marcus Today Market Updates
End of Day Report – Tuesday 11 November: ASX 200 falls 17 | CBA (-6.6%) kills the index

Marcus Today Market Updates

Play Episode Listen Later Nov 11, 2025 14:50


The ASX 200 fell 17 points to 8824 (0.2%) as CBA stumbled 6.6% lower on trading update.  Every 1% is a 10-point fall. This wiped any thoughts of gains off the table. The Big Bank Basket fell to $284.31 (-3.8%). WBC bucked the trend in the banks, up 1.3%. Financial generally flat, MQG up 0.7% and QBE rising 0.6%. Industrials generally firmer, TCL up 1.0%, WES up 0.6% and WOW and COL slightly firmer. REITs firmed, GMG up 1.5% and SGP rising 1.3%. TLS also had a good day up 1.0%. Tech remained becalmed,.XRO flat and WTC off 0.3%. The All -Tech Index flat. Resources were firm. BHP, RIO and FMG were steady, but gold miners showed strength, NST up 3.2%, NEM up 4.3% and GMD rising 2.8%. Lithium stocks were also very strong, PLS up 7.5% and MIN up 6.0%. Oil and gas better, WDS up 1.6% and uranium stocks steady. In corporate news, CBA was the focus. Comments from Matt Comyn on competition and a reduction in NIM sent the stock down %. SCG rose 0.7% on a trading update. BEN also falling hard on cash earnings of $120,7m down 8.5%.  COL flat on CEO comments at the AGM. EDV announced a new head of Dan Murphy's.Westpac-Melbourne Institute Consumer Sentiment Index surged 12.8% to 103.8 points in the past month. Asian markets easing back slightly. 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.

Fear and Greed
Property giants harassment claims; property market hits $12tr; CBA shares dumped

Fear and Greed

Play Episode Listen Later Nov 11, 2025 16:02 Transcription Available


Wednesday 12 November 2025 Property giants CBRE and JLL under fire for alleged harassment and inappropriate behaviour of senior management. The value of the Australian housing market hits $12 trillion. Consumer sentiment jumps to a near four year high. Commonwealth Bank sold off after announcing a $2.6 billion quarterly profit. BHP fined for not asking employees if they wanted to work on Christmas Day. EXCLUSIVE NordVPN Deal ➼ https://nordvpn.com/fearandgreed. Try it risk-free now with a 30-day money-back guarantee

Fear and Greed Business Headlines
Fast Five | 12 Nov 2025

Fear and Greed Business Headlines

Play Episode Listen Later Nov 11, 2025 6:38 Transcription Available


Wednesday 12 November 2025 The top five business stories in five minutes, with Sean Aylmer and Michael Thompson. Property giants face harassment claims Property market hits $12tr CBA shares dumped Consumer confidence turns positive BHP fined for not asking employees to work Christmas EXCLUSIVE NordVPN Deal ➼ https://nordvpn.com/fearandgreed. Try it risk-free now with a 30-day money-back guarantee

THE Presentations Japan Series by Dale Carnegie Training Tokyo, Japan

  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.

Marcus Today Market Updates
Pre-Market Report – Tuesday 11 November: US markets rally hard on shutdown news | CBA update

Marcus Today Market Updates

Play Episode Listen Later Nov 10, 2025 14:57


A good night for markets in the first session for the week. Both the SP500 (+1.5%) and the Nasdaq (2.4%) rose. Nvidia punched back 6% after its recent wobble. Tesla lifted 3.7%, with investors apparently not concerned about Elon Musk's new pay deal.  The Dow lifted 389 points. It's a risk on move. Stronger conviction around the end of the US government shutdown this week helped sentiment as we await the delayed US data due. Bitcoin's now rallied back to US$106,000 per BTC. Gold lifted a strong 2.7%.SPI futures are up 43 points. The ASX is set to open higher. Gold and commodities up strongly.Metals in London were solid too with copper and the rest of the industrial metals all up. Lithium and gold stocks rallied strong. BHP and RIO were up 1.4% respectively. The VIX retreated 7.7%. Volume across the US exchanges was 17.9bn shares, relatively light compared to the average in recent trading.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.

Marcus Today Market Updates
End of Day Report – Friday 7th November- ASX 200 Falls 59 - Down 1.2% for the week - MQG falls hard - Banks off - Tech tumbles

Marcus Today Market Updates

Play Episode Listen Later Nov 7, 2025 13:22


The ASX smashed lower to finish the week off 59 points at 8770 (0.7%), with the week down 1.2%. Felt like a lot more really!  Banks came under pressure, coming off all-time highs as MQG was dumped 5.7% and WBC and CBA fell hard. The Big Bank Basket dropped to $295.13 (-1.1%). Financials and wealth managers continued to fall, with NWL off 2.6% and AMP down 2.9%. REITs were a mixed bag — GMG steady, while CHC slipped 1.2%. Industrials slid, with SGH down 1.6% and ALL off 2.0%, while the tech sector came under serious pressure — WTC down 2.7% and XRO off 2.5%. The All-Tech Index fell 2.2%.TLS bucked the trend on defensive buying, up 1.2%, while QAN landed 6.6% lower after an update. Resources were weaker too, as the big miners sold off — BHP down 0.8% and RIO off 1.3%. Gold miners were mixed, with NEM up 1.8% and EVN down 0.7%. Some buying appeared in rare earths, but uranium came under a little pressure.In corporate news, XYZ dropped 15.8% on a Q3 revenue miss, QAN fell again on a trading update, and OML slipped 6.0% after warning of a weaker finish to the year. REA came under pressure on results, but NWS rallied slightly on its own. AQZ crash-landed 42.7% after a voluntary suspension ended with a large profit drop and the MD stepping down. MQG became the latest blue-chip loser to be skewered, on disappointing results.On the economic front, nothing locally, but Chinese trade numbers disappointed and iron ore dropped again in Singapore trade.Asian markets - HK down 1.1%, China off 0.2% and Japan down 2%.  US Futures off lows, Nasdaq up 40 Dow up 50. European markets set for a slightly lower opening. 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.

Between the Bells
Weekly Wrap 7 November

Between the Bells

Play Episode Listen Later Nov 7, 2025 5:30


Volatility remains high, but the local market continues to hold firm. October brought a mix of global rate cuts, easing geopolitical tensions, and steady domestic data, keeping investors cautious but optimistic. With the RBA likely to stay on hold until 2026 and small-caps leading the way, selective investing remains key as markets balance risk and resilience.In this week's wrap, Sophia covers:(1:10): factors from abroad - the US economy and geopolitical landscape (1:40): domestic news and its impact on the market(2:53): key risks to watch looking forward(3:24): how the local market performed over the last trading week(4:11): the most traded stocks and ETFs this week(4:52): economic news items to look out for next week.

Marcus Today Market Updates
End of Day Report – Thursday 6 November: ASX 200 closes up 26 | NAB down 3.3% on results

Marcus Today Market Updates

Play Episode Listen Later Nov 6, 2025 12:58


The ASX 200 managed to cling to small gains today, up 26 points to 8828 (0.3%).NAB fell 3.3% after results saw some profit-taking on low growth, WBC down 1.2% as it went ex-dividend. Insurers were better, with QBE up 1.7% and MPL up 0.8%, while other financials remained sloppy and weak.Industrials generally mixed — TLS up 0.6%, TCL up 0.8%, and ALL rising 1.3%, with WES slipping 1.2% again, and JBH falling 3.1%. Travel stocks also fell, WEB down 2.7% and FLT losing altitude, off 1.4%.One bright spot was LNW, up 8.2% on a better-than-expected quarterly. DMP also gained 4.7% as shorts covered, just in case. Tech was slightly firmer as WTC rallied 0.6% and XRO up 0.5%, with the All-Tech Index up %.Resources firmed — BHP up 1.6% despite iron ore falling again, RIO also doing well. Gold miners were better on a bullion price increase, NST up 2.8% and NEM rising 2.8%. Rare earths were still under some pressure, as was the uranium space, while oil and gas firmed, WDS up 1.6%.In corporate news, ZIP fell 4.2% after its AGM reaffirmed guidance — perhaps the market was looking for another upgrade. JHX tumbled again, down 12.7%, as it went into a trading halt and blamed index rebalancing for the earlier sell-off. TAH dropped 3.0% as Aware Super sold down, and AMC rallied 5.0% on first-quarter results.On the economic front, Balance of Payments data was released today, showing the seasonally adjusted balance on goods increased by $2.827bn in September.Asian markets - HK up 1.6% China up 1.3% and Japan bouncing 1.6% 10-year yields squeezed to 4.36%.US Futures, Nasdaq down 19. Dow up 13. Tesla vote tonight.European markets set for a flat opening.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.

Marcus Today Market Updates
End of Day Report – Wednesday 5 November: ASX 200 claws back heavy losses to close down 12 | Banks hit new highs

Marcus Today Market Updates

Play Episode Listen Later Nov 5, 2025 15:54


The ASX fell another 12 points to 8802, well off lows, as resources were slammed hard. The market finished well off the lows of the day as US futures recovered from heavy early losses. Banks held up again, CBA up 1.3% and the Big Bank Basket up to $297.93 (+0.9 % ). MQG dropped 0.4%, and financials were mixed — ASX up 1.6% and GQG off 1.7% again. Insurers saw small gains, SUN up 0.6% and MPL up 1.2% on an acquisition. Industrials were mixed, TLS rose 1.5% with BXB recovering slightly, WOW and COL rose, and TCL up 0.8%. Tech stocks fell, XRO off 0.9% and WTC continuing to fall off 1.4%. The All-Tech Index was down 1.7%. Healthcare stocks were mixed — CSL fell 0.4% despite a briefing on vaccines this morning, RMD up 0.6%, and PME slipping 1.4%.Resources tumbled, BHP off 0.5% with FMG down 2.5%, though well off the lows. Gold miners saw small losses even as bullion pushed higher. Lithium stocks fell hard, PLS down 3.3% and MIN off 3.4%. Rare earths saw heavy losses, LYC off 3.3% and ILU down 3.6%. Second-liners like ARU fell 5.7%, well below the SPP placement price of 28c.In corporate news, TYR appointed Nigel Lee as new CEO, GMG fell 3.4% on an AGM update. WDS looking to boost cashflow.Nothing on the economic front here. Asian markets crumbled in places — the Nikkei 225 dropped the most since April, as tech valuations came under scrutiny.Asian markets - HK up 0.1% China up 0.1% and Japan down 1.5% 10-year yields 4.31%. US Futures off lows, Nasdaq down 52. Dow up 56.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.

Marcus Today Market Updates
End of Day Report – Tuesday 4 November: ASX 200 drops 81 on iron ore majors | RBA holds rates steady

Marcus Today Market Updates

Play Episode Listen Later Nov 4, 2025 12:24


The ASX 200 dropped another 81 points to 8814 (0.9%) as the RBA kept rates unchanged as expected. Banks and iron ore miners synchronised falls, with the Big Bank Basket down to $295.15 (-0.4%). WBC saw buyers up 1.5% on broker comments post the result. CBA down 0.8%. Insurers and financials slid, MQG down 0.8% and QBE off 0.7%, with SOL continuing to flounder off another 1.7%. REITs under pressure again, GMG off 1.9% and SGP falling 1.1%. Industrials weaker with some exceptions, DMP, LNW and PWH in the green. WES lost another 0.8% with JBH off 1.9% and SUL falling 2.8%. Tech eased back again, XRO down another 1.6% and WTC falling 1.5%.In resources, iron ore miners under pressure with prices off in Asia. BHP down 1.9% and FMG dropping 2.7%. Lithium and rare earths seeing profit taking, LYC down 1.2% and MIN off 2.3%. Gold miners were generally steady. Oil and gas eased, WDS down 0.7%, and uranium stocks fell back to earth.In corporate news, GEM fell 13.0% on an earnings update, LNW to delist from Nasdaq, CCX jumped 8.8% on positive momentum in trade. NVX crashed 10.6% as Stellantis pulled out of its agreement.On the economic front, the RBA left rates unchanged. Capital Economics believes the Reserve Bank will still lower interest rates twice next year, with the first reduction coming in the third quarter.Asian markets mixed, HK up 0.2%, China down 0.4% and Japan down 0.5%. 10-year yields 4.34%. US Futures easing back, Dow off 189 and Nasdaq falling 218.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.

Marcus Today Market Updates
End of Day Report – Monday 3 November: Banks lead ASX 200 higher | Lithium slips and copper falls

Marcus Today Market Updates

Play Episode Listen Later Nov 3, 2025 12:43


The ASX 200 started badly down some 40 points but rallied to close up 13 at 8892 (0.2%). Once again it was the banks that led the turnaround with WBC numbers pleasing and the sale of the RAMS Home Loan book also a positive. The bank closed up 2.8% with the Big Bank Basket at $297.33 (+2%). CBA kicked up 2.3% and other financials were mixed. REITs slid with GMG down 0.2% and SGP off 0.8% and insurers also fell, QBE down 1.2%. Industrials ended up mixed, after a sluggish start, WES up 0.3% and REA bouncing 1.1%. Tech stocks did better, WTC up 0.6% and XRO rallying 2.3%. In the healthcare space, RMD fell 4.3% on its results, CSL continued to drag the sector down, off another 1.7%.Resources were weaker on Chinese data, BHP down 0.2% and rare earths spluttered lower, LYC off 8.1% and lithium depressed, PLS down 5.2% and LTR off 0.4%. Gold miners eased back as bullion tested $4000, NST down 2.0% and EVN off 2.5%. Oil and gas stocks rose as crude pushed ahead, WDS up 1.3% and STO up 1.1%, uranium drifted lower, PDN down 2.0%.In corporate news, DRO steady on a Latin American order, DMP rose 0.2% after selling its printing business.Asian markets mixed, HK up 0.1%, China up 0.2% and Japan up 0.9%.10-year yields 4.35%. US futures slightly higher.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.

CruxCasts
Asian Battery Metals (ASX:AZ9) - BHP-Validated Mongolia Cu-Ni-PGE Play Targets 20-50kt Metal Output

CruxCasts

Play Episode Listen Later Oct 21, 2025 34:45


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

SBS World News Radio
Rare earths deal boosts some mining shares as ASX hits record

SBS World News Radio

Play Episode Listen Later Oct 21, 2025 10:12


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.

Business News - WA
At Close of Business podcast October 21 2025

Business News - WA

Play Episode Listen Later Oct 21, 2025 11:25


Sam Jones and Tom Zaunmayr discuss the recent acquisition of a Kimberley airport. Plus Alcoa and Arafura benefit from Trump meeting; Webuild breaks ground on new hospital; and BHP remains bullish on iron ore demand

CommSec
Market Close 21 Oct 25: Miners drive fresh record high

CommSec

Play Episode Listen Later Oct 21, 2025 9:19


The ASX200 closed 0.7 % higher at 9,115, a fresh all‑time high and an 11.5 % YTD gain, best since 2021. Materials led the rally, with BHP and gold miners soaring as gold topped $4,359/oz. Hub24 jumped 10.5 % on record inflows, while Cleanaway fell after a failed AGM vote. Look ahead to US earnings, Canadian inflation and an RBA governor speech. 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.

Australia in the World
Ep. 169: Tim Watts MP on the Indian Ocean Region & inputs to successful foreign policy

Australia in the World

Play Episode Listen Later Oct 20, 2025 42:24


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

Room 101 by 利世民
如何用人民幣攻下澳洲

Room 101 by 利世民

Play Episode Listen Later Oct 20, 2025 48:32


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

CommSec
Market Close 20 Oct 25: Banks and miners play tug of war

CommSec

Play Episode Listen Later Oct 20, 2025 10:00


The Aussie sharemarket kicked off the week on a positive note, supported by strong gains in the big banks which offset weakness across the miners. The ASX200 rose 0.4%, climbing back above 9,000 points and sitting just shy of last week’s record high. CBA led the banks, while gold and iron ore declines weighed on BHP and the miners. Linus Rare Earths jumped 6.5% on talk of US supply deals, while Deep Yellow slumped 19% after a sudden CEO exit. Bapcor fell sharply on weak guidance, while Neuren Pharmaceuticals rose on fast-track approval for one of its drugs. Locally, results from BHP and South32 are due tomorrow, with US earnings from Netflix and Tesla also in focus this week. 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.

SBS Cantonese - SBS广东话节目
【捉緊一盤大棋?】中國拒收澳礦產 再為「人民幣國際化」試金?

SBS Cantonese - SBS广东话节目

Play Episode Listen Later Oct 14, 2025 14:09


中國國營的礦產資源集團,據報正要求當地貿易商暫時停止向澳洲礦業巨頭必和必拓(BHP)購買礦石,雖然今次屬個別商業糾紛,但有商學博士表示,中國似乎亦希望籍此機會再推高人民幣地位。

SF Live
A New World Order Is Fueling Gold's Boom | Jay Martin

SF Live

Play Episode Listen Later Oct 14, 2025 34:31


Jay Martin, host of The Jay Martin Show and founder of the Vancouver Resource Investment Conference, explains why central banks are dumping dollars, how China and Saudi Arabia are redrawing alliances, and what this means for the next gold cycle.#gold #geopolitics #VRIC2026---------------------

CruxCasts
Northisle Copper & Gold (TSXV:NCX) - District-Scale Vision with Wheaton & Institutional Backing

CruxCasts

Play Episode Listen Later Oct 10, 2025 14:12


Interview with  Sam Lee, CEO of Northisle Copper & GoldOur previous interview: https://www.cruxinvestor.com/posts/northisle-copper-gold-tsxvncx-district-scale-is-the-prize-8032Recording date: 6th October 2025Northisle Copper & Gold is advancing one of British Columbia's most significant undeveloped copper-gold assets at a pivotal moment when political alignment, commodity fundamentals, and strategic capital partnerships have converged to enable accelerated development. The company controls a major porphyry project hosting over 7 million ounces of gold and 3.5 billion pounds of copper on Vancouver Island.Since CEO Sam Lee joined in October 2020, the company has systematically addressed the critical questions defining success in large-scale porphyry development. Exploration success at Northwest Expo and West Goodspeed delivered higher-grade zones that dramatically reduced capital intensity while improving project economics, culminating in what Lee characterizes as "one of the strongest PEAs I've seen in the market in the last decade."The company's recent $40 million financing marked a transformational milestone, bringing Wheaton Precious Metals as cornerstone investor alongside nine institutions. This partnership establishes a pathway to exceptionally low-cost capital, with streaming arrangements expected to provide financing at 0-4% cost when finalized. Combined with potential Asian strategic partnerships offering 2% export credit financing, Northisle expects blended capital costs of 2-3% for project development.A distinctive feature of Northisle's project is its substantial gold component, which serves as a financial bridge to larger copper production. "We have a very high margin gold project upfront in phase one that allows us to bridge into a big capital intensive copper project," Lee explained. This structure provides execution advantages over copper-only projects while reducing financing risk.The company has assembled a world-class technical team including Kevin O'Kane as Chief Operating Officer, bringing 37 years of BHP experience, and Dr. Pablo Mejia as VP Exploration from Ero Copper. Lee emphasizes unprecedented political alignment across First Nations, provincial, and federal governments as creating an optimal window for accelerated permitting. "In my 30 years of being in the mining industry, I've never seen such political alignment for natural resource development projects like ours," he stated.With favorable copper market dynamics including negative treatment charges and institutional backing secured, Northisle is positioned to advance rapidly toward production while maintaining district-scale expansion potential across a 30-year mining horizon.Learn more: https://www.cruxinvestor.com/companies/northisle-copper-goldSign up for Crux Investor: https://cruxinvestor.com

CommSec
Market Close 09 Oct 25: Miners hit best level in history

CommSec

Play Episode Listen Later Oct 9, 2025 9:48


The Aussie market managed its first lift of the week, though momentum was modest and buyer enthusiasm remained subdued. The ASX200 edged higher despite weakness across financials and tech stocks, with materials the clear standout, hitting a record high thanks to gains from gold and rare earth miners. Lynas Rare Earth surged to a 14-year peak while BHP, Rio Tinto and Fortescue also advanced. Meanwhile, Guzman y Gomez shares swung wildly after announcing a $100 million buyback, Liontown rose following changes to its Ford contract, and Netwealth delivered strong quarterly inflows. With few catalysts ahead of next week’s key events and RBA remarks due tomorrow, trade remained light as investors treaded cautiously near record highs. 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.

SBS Mandarin - SBS 普通话电台
120万套房承诺能否兑现?工党住房大计面临现实考验

SBS Mandarin - SBS 普通话电台

Play Episode Listen Later Oct 7, 2025 12:19


工党在 5 月大选前承诺,到 2029 年建成 120 万套住房,但业内专家普遍质疑目标可行性;与此同时,有消息称中国暂停进口必和必拓(BHP)的铁矿石,被认为是其在价格谈判中的“策略性博弈”(收听播客,了解详情)。

Business News - WA
Mark My Words October 3 2025

Business News - WA

Play Episode Listen Later Oct 3, 2025 43:05


Mark Pownall and Tom Zaunmayr discuss BHP's dealings; Trump link to Cockatoo Island; Alcoa Kwinana's closure; Perth Airport expansion; Seven West merger, WA meat processors; and Port Coogee tavern plan.

SBS Vietnamese - SBS Việt ngữ
Úc lo ngại trước thông tin Trung Quốc ngừng mua quặng sắt của BHP

SBS Vietnamese - SBS Việt ngữ

Play Episode Listen Later Oct 2, 2025 4:49


Một động thái bất ngờ từ Trung Quốc đang khiến thị trường quặng sắt lung lay: Bắc Kinh được cho là đã yêu cầu dừng mua hàng từ BHP – tập đoàn khai khoáng lớn nhất của Úc. Thủ tướng Anthony Albanese bày tỏ lo ngại và hy vọng đây chỉ là chiến thuật thương lượng tạm thời, nhưng giới phân tích cho rằng tác động có thể lan rộng nếu việc này kéo dài.

The Money Café with Alan Kohler
Shutdowns, Standoffs & Mergers

The Money Café with Alan Kohler

Play Episode Listen Later Oct 2, 2025 45:03


On The Money Café this week, Alan Kohler and James Thomson discuss the US government shutdown, the RBA and housing, the standoff between BHP and China, look at the proposed merger between Seven West Media and Southern Cross, and much more!See omnystudio.com/listener for privacy information.

SBS World News Radio
BHP-China iron ore stand-off; house prices continue to rise

SBS World News Radio

Play Episode Listen Later Oct 1, 2025 12:41


The Australian sharemarket has fallen flat, as investors react to the US government shutdown and reports of China temporarily banning purchases of BHP's iron ore. For more, Stephanie Youssef spoke with Niv Dagan from Peak Asset Management. Plus, Australian house prices continue to rise, as the Albanese Government's Home Guarantee scheme is expanded to all first home buyers. For more, Stephanie Youssef spoke with Tim Lawless, Asia-Pacific research director at Cotality.

Innovation Forum Podcast
Weekly briefing – The economic case for financing the future of critical minerals

Innovation Forum Podcast

Play Episode Listen Later Sep 23, 2025 10:58


This week: With the global race to secure sustainable critical mineral supply chains intensifying, financing remains one of the sector's toughest hurdles. ING's Tim van Pelt talks with Innovation Forum's Ian Welsh to unpack where the gaps lie in funding critical mineral projects and how companies can navigate the challenges to unlock capital.   Plus: Innovation Forum's Emilia Colman highlights key emerging themes ahead of the Critical Minerals Innovation Forum in London this November from supply chain transparency and ESG pressures to shifting corporate strategies as demand accelerates.   Host: Ian Welsh   Click here for the recording of the recent streamlining standards webinar with ICMM and ZF Group, organised in the lead up to the Critical Minerals Innovation Forum on 5th-6th November. Join Anglo American, ICMM, Glencore, BHP, Vale Base Metals, Airbus, BASF, LG Energy Solutions, Ørsted, Standard Chartered Bank, and many more. Click here for more information on how to register, or contact emilia.colman@innovationforum.co.uk.

Conversations
How I went from being a pregnant, homeless teenager to running a BHP mining merger

Conversations

Play Episode Listen Later Sep 18, 2025 53:09


Claire Parkinson is the daughter of a long-distance lorry driver and her first job was cleaning the urinals at her local Suffolk factory. A stint as a prison officer set her up with stability and responsibility, then she was assigned to protect a notorious murderer. Content warning: this episode contains strong language.As a child, Claire was the apple of her father's eye and when she got pregnant unexpectedly while a teenager, he could not speak to her at all and the two fell out.Claire became homeless for a time, then tried to adjust to life with her new baby boy.Eventually she got a job as a prison officer at Highpoint Prison, where she was assigned to look after the child murderer, Myra Hindley.Prison taught Claire many lessons, ones she was forced to lean on in a move halfway around the world, and a new career in mining in Australia, bringing her back to her dad. This episode of Conversations was produced by Alice Moldovan. The Executive Producer is Nicola Harrison. This episode of Conversations touches on bhp job cuts queensland coal mining, virgin australia breastfeeding, childcare, crime, counter terrorism, George Michael, LinkedIn, positivity, growth mindset, family dynamics, origin story, hard work, jail, prison officer, corrective services, corrections, mortgage interest rates, and being a single mum.To binge even more great episodes of the Conversations podcast with Richard Fidler and Sarah Kanowski go the ABC listen app (Australia) or wherever you get your podcasts. There you'll find hundreds of the best thought-provoking interviews with authors, writers, artists, politicians, psychologists, musicians, and celebrities.

CruxCasts
Northisle Copper & Gold (TSXV:NCX) - "District-Scale Is The Prize"

CruxCasts

Play Episode Listen Later Sep 15, 2025 33:54


Interview with Sam Lee, CEO, Northisle Copper & GoldOur previous interview: https://www.cruxinvestor.com/posts/northisle-copper-gold-tsxvncx-2b-npv-project-signals-significant-value-gap-at-current-prices-7271Recording date: 11th September 2025Northisle Copper & Gold has positioned itself as a compelling copper-gold investment opportunity following a transformational $40 million equity financing that marked the company's entry into institutional investment circles. The financing attracted nine institutional investors, with seven being completely new to the Northisle story, while Wheaton Precious Metals provided strategic backing through an unusual equity investment rather than their typical streaming arrangement.The company's preliminary economic assessment demonstrates robust project economics with a $2 billion after-tax net present value at conservative commodity prices of $4.20 copper and $2,150 gold. At current gold prices near $3,600, the economics improve dramatically to a $5 billion NPV with a 45% internal rate of return. The project's unique structure addresses typical copper porphyry capital intensity challenges through high-margin gold-dominant zones that generate 65-70% margins, enabling initial capital payback within 1.9 years.Management has strengthened its leadership team with world-class appointments, including Kevin O'Kane as Chief Operating Officer, bringing 35 years of BHP experience from projects like Escondida, and Alex Davidson to the board with extensive Barrick Gold expertise. These appointments signal management's commitment to operational excellence as the company advances toward feasibility studies.Beyond the starter pit opportunity, Northisle controls a 35-kilometer district with over 70 years of exploration data, presenting significant upside potential through deep drilling programs targeting district-scale discoveries. The company has allocated $10 million for exploration programs led by Dr. Pablo Mejia Herrera, targeting "1% copper equivalent over 1,000 meters" intersections that would indicate proximity to high-grade porphyry cores.CEO Sam Lee characterized the current environment as unprecedented for natural resource extraction, with federal government support through trade missions and political alignment creating optimal development conditions. This macro backdrop, combined with the company's proven capital allocation track record and institutional validation, positions Northisle to capitalize on favorable commodity cycles while pursuing both near-term development economics and long-term district potential.Learn more: https://www.cruxinvestor.com/companies/northisle-copper-goldSign up for Crux Investor: https://cruxinvestor.com