Podcasts about Bhp

The ASX 200 rose 37 points to 9056 (0.4%) after flirting with a new record high. Banks came off the early boil somewhat, CBA up 0.8% and the Big Bank Basket up to $291.17 (+0.7%). Financials generally were firm, ZIP up 3.0% and XYZ 1.8% higher. REITS too were a little better, GMG up 0.9% and SCG up 0.2%. Industrials generally were solid, ALL up 1.8% and QAN took off, up 3.4% with BXB also doing well, up 1.2%. COL and WOW slightly better and tech mixed, WTC down 0.6% and XRO up 0.9% as the All-Tech Index rose 0.4%. In resources, it was a mixed picture, iron ore majors firmed, BHP up 0.7%, gold miners were mixed on quarterly results, NEM continued to see profit taking post the quarterly, down 3.1% and RMS fell 5.7% on quarterly. Rare earths remain under pressure as the US and China edge closer to a trade deal. LYC down 2.4% and ILU off 6.9%. Oil and gas stocks slightly higher, STO up 1.4% with uranium mixed. In corporate news, NXL dropped 16.8% on the CEO resigning, PNV bounced 3.9% as the chair fell on his sword and VEA fell 4.3% on cigarette sales drop. AUB jumped 12.1% on takeover rumours from Swedish PE. On the economic front, Chinese industrial companies saw their earnings surge the most in nearly two years. Asian markets firmed on trade hopes. Japan up 2.1% China up 1.1% and HK up 1.0%.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.

The ASX 200 drifted 14 points lower to 9019 (0.2%) in cautious trade ahead of the latest US CPI tonight. For the week, we are up around 24 points. Not that exciting, but plenty happening beneath the surface as usual. Banks eased back today with CBA down 0.8% and the Big Bank Basket down to $289.13 (). Other financials also drifted lower, NWL down 2.2% and HUB off 2.1 %. ZIP fell 1.0% and insurers flat too. REITS held firm generally as did industrials. BXB up 0.1% and SGH rising 0.8%. Some buying in tech stocks, WTC up 3.0% and XRO still struggling, up 0.2%. The All-Tech Index up 0.6%. In resources, BHP and RIO rose slightly, FMG down 1.5% and gold miners were generally easier again, NEM quarterly probably not helping, off 4.4%. Lithium had a day out following better than expected quarterly from PLS up 9.1% and LTR up 10.4%. Looks like some more short covering kicking in too. Oil and gas mixed, WDS up 1.0% and STO down 1.2%. Uranium firmed ever so slightly, PDN up 0.1% and DYL off 4%.In corporate news, CTD released a positive update but still suspended due to past issues. WHC fell 0.4% on its quarterly and CCL gained 1.0% on ACCC approvals with NCK seeing its chair retiring. MGX cratered 26.6% following the recent seismic event on Koolan Island which has now brought forward the closure of the mine. CRN confirmed a roof fall but denied a collapse.On the economic front, Japanese CPI rose, Trump terminated talks with Canada after an ad and China revealed its cunning plan to revitalise its economy.  Asian markets better Japan up 1.4% China up 1.0% and HK up 0.7%.10-year yields rise to 4.14%.European markets opening around 0.1% higher. US CPI in focus.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.

Friday 24 October 2025 The top five business stories in five minutes, with Sean Aylmer and Michael Thompson. BHP’s US-China balancing act RBA downplays mining boom Aldi sales surge Super Retail feels shareholder wrath NZ wild weather Join our free daily newsletter here for your chance to win Fear & Greed merch! And don’t miss the latest episode of How Do They Afford That? - this week, “I should be further ahead by now”: tackling the comparison trap. 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.

Friday 24 October 2025 BHP treads a very fine line between selling iron ore to Beijing and working with the Trump White House. The Reserve Bank pours cold water on hopes for a battery metals mining boom. Aldi takes big strides in its battle against Woolworths and Coles. The Super Retail board feels the wrath of shareholders Wild weather in New Zealand. Join our free daily newsletter here for your chance to win Fear & Greed merch! And don’t miss the latest episode of How Do They Afford That? - this week, “I should be further ahead by now”: tackling the comparison trap. 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.

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.

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

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.

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

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.

CZR is coming to life in a big way with around $74 million cash in the bank, some fantastic WA exploration assets and numerous drilling programmes being lined up between now and Christmas. Managing Director Stefen Murphy led the development and commissioning of the Roper Bar iron ore mine in the Northern Territory. His experience in developing integrated mine-to-port logistics solutions and iron ore marketing has been invaluable to CZR in developing the Robe Mesa iron ore project in the Pilbara. Mr Murphy commenced his career in the Pilbara as a mine geologist with BHP iron ore and has spent the past 20 years working on mining and exploration projects throughout Australia. In addition to his technical roles, he holds an MBA and has worked in corporate finance roles in Australia and the UK, focused primarily on capital markets and M&A transactions in the resources sector.       Produced by Resource Media     The Hole Truth: Mining Investment Podcast is a product of Read Corporate. Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions.  RESOURCES LinkedIn: https://www.linkedin.com/showcase/the-hole-truth-podcast YouTube: https://youtube.com/playlist?list=PLI4sZkSfEpPi_u7OrD7lQ-tZHbdy6EhCC&si=iOcGscff7kMSw8c7 Website: https://resourcesrisingstars.com.au/the-hole-truth-podcast/ Instagram: https://www.instagram.com/theholetruthpodcast/  Company Website: https://www.czrresources.com   Key Insights: 1. Robe Mesa Iron Ore Sale Delivers $75 Million and Positions CZR as Cash-Backed CZR Resources has completed the sale of its Robe Mesa Iron Ore Project to the Robe River Joint Venture (Rio Tinto, Mitsui and Nippon Steel), delivering around $75 million in cash. The transaction leaves CZR debt-free and holding a cash balance roughly equivalent to its market capitalisation, effectively making it a cash-backed exploration company. With a strong balance sheet and no debt, CZR is now well positioned to fund aggressive exploration across its portfolio. 2. Croydon Gold Project: Drilling Targets Hemi-Style Intrusions Freshly funded, CZR has launched an aggressive drilling campaign at its Croydon Gold Project, located about 50 kilometres south-east of De Grey Mining's Hemi discovery in the Pilbara. Early aircore results have confirmed the presence of diorite intrusions, epithermal quartz veining and gossanous zones — all key indicators of intrusive-related gold systems similar to Hemi. With RC drilling planned through late 2025, the company is aiming to define both shallow epithermal gold mineralisation and deeper intrusion-hosted systems across the Top Camp and Bottom Camp prospects. 3. Edamurta Copper-Zinc Project Shows Golden Grove-Style VMS Potential CZR's Edamurta Project, located in the Midwest near Yalgoo, is showing strong signs of volcanogenic massive sulphide (VMS) potential similar to the Golden Grove and Deflector deposits. Recent geophysical surveys have identified strong electromagnetic conductors, consistent with copper-zinc-gold-silver mineralisation. A 3,000-metre RC drilling program is planned to test these high-priority conductor plates, offering multi-commodity upside and the potential to establish CZR as a serious copper-zinc explorer in Western Australia. 4. Strategic Backing from the Creasy Group CZR continues to benefit from the long-term support and geological expertise of the Creasy Group, led by renowned prospector Mark Creasy, who holds a 51% stake in CZR and a 30% joint venture interest at Croydon. The Croydon tenements were originally pegged by Creasy for their intrusive geological potential, and his ongoing involvement provides both strategic stability and proven exploration pedigree across CZR's project portfolio. 5. Fully Funded Growth and Retained Iron Ore Upside Following the Robe Mesa sale, CZR is fully funded to accelerate exploration across its gold and base-metal projects while maintaining exposure to iron ore through the Peters Creek and Darnell's prospects and its 50% interest in the Ashburton Link infrastructure joint venture. With a strong cash position, multiple high-potential assets, and upcoming drilling at both Croydon and Edamurta, CZR offers a rare combination of financial strength, discovery upside, and portfolio diversity — all while trading around its cash backing.    

ASX 200 fell back to earth, dropping 73 points to 8995 (0.8%). Hot air is escaping from hot sectors today. Banks slid a little with the Big Bank Basket down to $286.96 (-0.2%). ANZ down 0.5% and MQG falling 1.0%. Insurers were smashed on 10-year yields plunging, QBE down 9.3% and IAG off 6.2%. Financials also under some end of week pressure, GMG gave back some gains falling 2.4% and industrials slid. WES down 0.9% and ALL off 1.4%. Tech under pressure again, WTC down 1.8% and XRO off 0.4%. The All-Tech Index off 1.8%. Resources were a mixed bag, gold hit more records, 9 straight weeks of gains! NST up 2.3% and EVN up 1.9% with rare earth companies coming unstuck. LYC fell 5.7%, at least off lows, ILU withdrew guidance, dropping 2.4% and copper stocks fell. BOC having run hard and collapsed today, off 33.8%. Serious profit taking in the hot stocks today, uranium stocks also under some pressure. Oil and gas stocks slipping again, STO  off 3.3% and WDS down over 2.6%. In corporate news, NXG fell 6.1% after raising C$1bn in a global equity offering, VUL dropped 7.7% after a partnership with JordProxa was announced. ERD collapsed 33.6% on an impairment charge related to the US business and guidance downgrade. BHP slipped 0.4% as inventories of Jimblebar fines built up at Chinese ports. On the economic front, nothing today. Albanese set to meet Trump next week.Asian markets fall, Japan down 1.3% China down 1.3% and HK down 1.6%. 10-year yields fell to 4.08%.European markets opening lower.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.

The ASX 200 hit record highs today, closing at 9068 up 78 points (0.9%) in a very strong session. Today, it was banks and industrials doing much of the heavy lifting — along with a solid contribution from the gold sector. MQG led the charge, jumping over 5% on the back of news it had sold some of its data centre assets — good news all around. The big kicker came at 11:30 am, with jobs data showing an unemployment rate of 4.5%. That gives the RBA plenty of room to cut rates further on Melbourne Cup Day. Across the industrials, gains were broad-based: WES up 1.3%, WOW up 1.9% , GMG up 4.9% and buoyed by enthusiasm for data centre exposure following Macquarie's sales. CSL added 1.8%. TLS rose 0.4%. The banks were steady if unspectacular, while insurers and wealth managers shone. HUB soared 10.5%. AMP also rallied 8.5% on the back of a positive quarterly update.The technology sector, however, missed the memo on record highs — WTC and XRO both slipped around 1.4%, continuing their recent stumbles.The resources sector was busy once again. BHP edged slightly higher, while FMG and RIO eased. The gold miners were the standout as gold hit fresh record highs. NEM up 3.4% and EVN up 3.3%. The rare earths and lithium stocks came under pressure after Scott Bessent talked of an extension of the 100% tariffs deadline if China eased export restrictions. LYC fell 5.7%. Other rare earth names substantially also weakened in sympathy.In corporate news, MYX rose 11.3% after it received court approval for its takeover by Cosette, with no wriggle room left — though FIRB approval is still required. RIO is searching for strategic partners to develop a huge copper deposit inBougainville. TWE edged 1.8% higher after its AGM, where Chairman John Mullen discussed ongoing challenges and sales developments in China.On the economic front, the jobs report confirmed unemployment rising to 4.5%, with a steady participation rate. That combination pushed bond yields lower, the Australian dollar weaker, and equity markets higher — a triple treat for investors heading into Friday and more US results.Asian markets rise, Japan up 0.5% China up 0.1% and HK down 0.4%.10-year yields fell to 4.17% on jobs data.European markets slightly lower. UK GDP today.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

This is the Fear and Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes. ASX jumps on jobless news Mayne Pharma surges Origin casts doubt on wind BHP addresses China rift Trump authorises CIA ops in Venezuela Support the show: http://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

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 jumps on jobless news Mayne Pharma surges Origin casts doubt on wind BHP addresses China rift Trump authorises CIA ops in Venezuela Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

6 - BHP's China bonanza bites the dust by Australian Citizens Party

The ASX 200 soared 92 points to 8991(1.0%), closing on highs, as bank and resources fired together. The Big Bank Basket back up to $285.59 (+1.5%) with CBA signing up Comyn for another three years and rising 1.5%. NAB up 1.9% and MQG rallying another 1.5%. Other financials also doing ok, HUB up 2.0% and PNI up 1.5%. REITs quiet and insurers slipped slightly. Healthcare better as CSL rose 2.6% and TLX sprinted 16.3% higher on a guidance update.  Industrials also found some buyers, WES up 0.6% and CPU rose 2.5% with retail flat. Tech better, WTC up 1.7% and XRO rallied 1.7%. TLS rose 0.4% and TPG up 1.0% as ABB rose 5.2% after the update yesterday.In resources, the big miners gained again, BHP up 1.8% and FMG up 2.1% with gold stocks slightly higher, EVN fell 2.9% after production numbers, GMD rose 1.6% and some rare earths did well whilst others fell hard. Substance over hot air. IPX up 11.0% and ILU up 4.4% with LRV soaring again, up 29.4%. Oil and gas stocks remain under pressure, STO down 2.2% again, uranium stocks firmed, PDN up 3.2% and NXG up 4.4%.In corporate news, ORA said its Savreglass acquisition is not meeting expectations. No surprise there really. DRO launched a new software platform called DroneSentry -C2, BOQ raised its dividend and rose 1.4%. 29M with a production update fell 20.8%On the economic front, Chinese inflation numbers out today. Asian markets rise, Japan up 1.6% China up 0.2%and HK up 1.3%.  10-year yields fell to 4.23%.European markets slightly higher. ASML results out this morning. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

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。

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---------------------

The ASX 200 rose only 17 points today to 8899 (0.2%). But that action belies some extraordinary moves in the resources. Rare earths, lithium, critical metals, and strategic metal plays all soared. ARU up 25.4%, ILU up 15.8% and LYC up 5.0% with second liners flying. PLS up 2.7% and LTR rising 6.9%. Gold miners too in demand as bullion hit fresh records, NST up 2.8% and GMD up 5.4%. Big miners also got the memo, BHP up 2.2% and RIO rising 1.8% after production numbers. Uranium too in demand, LOT up 11.4% on a site visit, PDN up 9.6% on production numbers. Oil and gas in the slow lane as usual. The source of funding for all this buying was banks and industrials. CBA down 0.5% with WBC off 1.2% and the Big Bank Basket down to $281.46 (-0.6%). Insurers also fell, although financials tried to garner some support, MQG up 1.2%. Healthcare eased, REITs fell, industrials slid. WES down 1.2% and ALL off 1.2% with retail under pressure following weaker consumer sentiment data. Tech tried hard to hold, TNE up 1.8% and XRO up 0.5%.In company news, plenty of production and drilling reports to keep things interesting. SRG rose 29.3% on an acquisition of TAMS. ABB fell 3.1% after reporting 22k new subscribers. BRE jumped 6.8% after a cap raise supported by Rinehart. CSC rose 3.4% after a deal to sell a 25% stake in a Cu-Ag project.On the economic front, RBA minutes together with ANZ Roy Morgan Consumer confidence numbers.Asian markets fell, Japan back from a holiday off 2.8%, HK down 1.1% and China 0.8% 10-year yields fell to 4.25%. European markets slightly lowerWant to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

In the final episode of season four, we are thrilled to be chatting with Rashpal Bhatti.Originally from Britain but having recently been in Singapore for the last 14 years, Rashpal moved to Adelaide in September 2024 with his family.Rashpal has most recently led BHP's Maritime team as Vice President, responsible for delivering the safest vessels at the lowest cost to BHP's operations. In the last five years, despite the significant geopolitical and pandemic disruptions, BHP has been the lowest cost iron ore charterer in the world, outpacing their peers. Rashpal was instrumental in the set-up of the Global Centre for Maritime Decarbonisation in Singapore, where BHP is a founding member. The Centre is regarded as the premier industry think tank and future fuels innovator. Rashpal has held global roles in The Hague in Netherlands, India, and Singapore, across Technology, Marketing, Procurement and Maritime. We look forward to chatting to Rashpal about his experience moving to Adelaide, what he loves about his new hometown and his future plans.  This podcast was recorded on the traditional lands of the Kaurna people and we pay our respects to elders past, present and emerging.

The ASX 200 lost 76 points to 8883 (0.8%) as losses accelerated in the banks as the day wore on. The Big Bank Basket fell to $283.25 (-1.1%). ANZ bucked the trend as it unveiled its new strategy and suspended the buyback. It was up 3.3%. MQG slumped 4.0% and other financials also in the naughty corner, NWL down 4.0% and HUB dropping 5.6%. REITS pretty flat, Insurers slightly lower, SUN down 1.2%.  Industrials showed losses with QAN down 1.6%, SGH off 3.1% and ALL falling 2.5%. Retail eased, investors sought refuge in WOW and COL. Tech was hit hard, the All-Tech Index down 2.7% with WTC off another 2.5% and XRO continuing to slide, off 1.5%. REA fell 1.6% and ORG lost 1.6%.In resources, gold and rare earths were the shining lights, NEM up 2.9% with NST gaining 1.3%. LYC pushed ever higher, ARU gained 18.3% and ILU up 2.3%. Copper stocks slipped, BHP down 0.8% and FMG fell 0.4%. Oil and gas stocks continued to fall, STO down 1.7% and WHC falling 0.9%. Uranium stocks lost a little. In corporate news, SS1 jumped 18.1% on US news, QAN fell on the leaked data and TWE is having a serious hangover on US and China sales issues, down 15.0%. TOE jumped 38.5% on a takeover from IsoEnergy. For BHP it looks like some progress has been made on the Chinese pricing standoff. On the economic front, Jim Chalmers made some sensible changes to superannuation. A super-sized backflip with pike!Asian markets were weaker as expected on Tariff news, Chinese exports though are booming. Japan closed for Sports Day holiday China down 1.7% and HK off 3.0%.10-year yields fell to 4.29%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Interview with  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

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.

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）。

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.

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.

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.

In today's episode, National Political Editor Andrew Greene explains why Australia’s defence treaty with Papua New Guinea is an historic agreement, which will have Anthony Albanese breathing a sigh of relief after an earlier false start. Plus, why reports of a squabble over iron ore between China and BHP caused a commotion. And Sydney pub baron Jon Adgemis declares bankruptcy.See omnystudio.com/listener for privacy information.

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.

Coverage that provides news and analysis of national issues significant to regional Australians.

Beijing may be making an example of mining giant BHP in a bid to get better prices for iron ore, but our expert says China’s reported ban could be short-lived. You can read more about this episode, plus see photos, videos and additional reporting, on the website or on The Australian’s app. This episode of The Front is presented and produced by Kristen Amiet and edited by Lia Tsamoglou. Our regular host is Claire Harvey and original music is composed by Jasper Leak.See omnystudio.com/listener for privacy information.

Negotiations between BHP and Chinese importers have broken down, with the Asian nation cutting off supply from The Big Australian. MARKET WRAP: ASX200: down 0.16% to 8,848 GOLD: $3,805/oz BITCOIN: $171,533 CURRENCY UPDATE: AUD/USD: 66.1 US cents AUD/GBP: 49.2 British pence AUD/EUR: 56 Euro cents AUD/JPY: 98 Yen AUD/NZD: 1.14 NZ dollars See omnystudio.com/listener for privacy information.

The ASX200 closed modestly higher on Friday, up about 0.08% and breaking a three‑week losing streak, while September remains down roughly 2%. Stronger‑than‑expected August inflation trimmed market expectations for a November RBA rate cut to about 50%. US President Trump’s 100% tariff on pharma imports dragged healthcare stocks such as CSL, Pro Medicus and Mesoblast lower, whereas miners (+0.7%) and financials (+0.5%) buoyed the index, led by BHP’s 1.3% gain. Looking ahead, investors will watch the RBA’s October decision, US inflation figures and upcoming US jobs data, plus the rollout of pharma tariffs on October 1. 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 ASX200 ended Thursday more or less flat after a choppy session, with mining and energy stocks leading gains on stronger oil and copper prices. Woodside and Santos rose with crude oil at seven-week highs, while copper miners like Sandfire and BHP climbed after supply disruptions in Indonesia. Billions in dividends were paid out by BHP, Rio Tinto, Telstra and others, and Premier Investments delivered a mixed result as Peter Alexander sales grew but Smiggle weakened. Rate cut expectations remain uncertain after hotter August inflation kept investors cautious. 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 ASX200 suffered its worst day in three weeks, falling 1% as August inflation came in hotter than expected at 3% annually. Higher electricity bills drove the headline figure, though underlying inflation eased to 2.6%. Banks led declines with Westpac down 3.5% amid job cuts news, while DroneShield continued its stellar run. Energy stocks bucked the trend on stronger oil prices. Tomorrow brings massive dividend payments from BHP, Rio Tinto and Telstra. 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.

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.

In this KE Report company update, CEO Alain Lambert of Prismo Metals (CSE:PRIZ - OTCQB:PMOMF - FSE:7KU) provides details on the latest discovery at the Silver King Project in Arizona. The company has identified porphyry-style copper mineralization, adding a new dimension to its exploration plans.   Highlights from the discussion include: New Porphyry Discovery: Surface work has outlined porphyry-style mineralization, comparable to the nearby historic Magma Mine and world-class Resolution Copper deposit. Target Pipeline: Three distinct targets at Silver King: Around the historic Silver King Mine (first drill priority). Newly identified mineralized silver veins. Porphyry-style copper mineralization (requires additional permits, expected in Phase 2). Location Advantage: Silver King sits just 3 km from Resolution Copper, the world's largest undeveloped copper deposit (JV between Rio Tinto & BHP). Permitting & Timeline: Phase 1 drilling permits expected in the coming weeks; drilling anticipated before year-end. Phase 2 permits to follow for the porphyry target. Next Catalysts: Results pending on 29 surface samples (expected late September) and an additional 15 samples. Plans underway to dewater the historic Silver King Mine for future exploration. Click here to visit the Prismo Metals website    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.

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.

EU-Kommission will Druck auf Israel erhöhen / Albanese verlässt Papua-Neuguinea ohne Verteidigungsabkommen / Andrew Hastie droht mit Rücktritt / Oppositionsführerin Ley will Sozialleistungen kürzen / Australische Regierung verteidigt Journalisten nach Trump Vorfall / Planungsbehörde in Tasmanien lehnt AFL-Stadion ab / BHP streicht 750 Stellen in Kohleminen in Queensland / Mutmaßlicher Täter im Kirk-Mordfall angeklagt / Syriens Außenminister stellt Sieben-Punkte-Plan vor / Lange verschollenes klassisches Konzert wiederaufgetaucht

โฆษกฝ่ายค้าน ขู่ที่ลาออก หากมติยังยึดนโยบายปล่อยก๊าซเรือนกระจกสุทธิเป็นศูนย์ รัฐบาลกลางออสฯกป้องนักข่าวชาวออสเตรเลียหลังถูก ทรัมป์ โจมตี บริษัทเหมืองแร่ BHP เตรียมปลดพนักงาน 750 คนจากเหมืองถ่านหินในรัฐควีนส์แลนด์

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

Interview with Allen Sabet, CEO of Mogotes Metals Inc.Our previous interview: https://www.cruxinvestor.com/posts/mogotes-metals-tsxv-mog-explorer-targets-copper-gold-next-to-bhps-45b-acquisition-6947Recording date: 10th September 2025Mogotes Metals represents a compelling copper exploration opportunity positioned at the epicenter of Argentina's Vicuña district, home to the most significant copper discoveries of the past three decades. The company's strategic land package sits directly adjacent to Filo del Sol, representing the largest copper discovery in 30 years, within a district that has generated approximately billions worth of combined discovery value through neighboring properties controlled by industry giants BHP and Lundin Mining.The investment thesis centers on the geological principle that significant mineralization occurs in clusters, making Mogotes' position particularly attractive for investors seeking exposure to world-class copper potential. As CEO Allen Sabet noted, "The acorn doesn't fall from the oak tree is the saying that a lot of people say. And so we're looking for copper and gold in the place where two $4.5 billion discoveries have been made." This district concept provides validation for the company's exploration model while reducing typical exploration risks.Mogotes has distinguished itself through systematic preparation, investing C$20 million over three years in comprehensive technical work rather than rushing to speculative drilling. The company has completed extensive surface sampling programs across mountainous terrain, constructed 60 kilometers of access tracks, and employed cutting-edge 3D geophysical technologies to identify multiple high-priority targets. This methodical approach, combined with engagement of geologists who worked on adjacent successful projects, accelerates the learning curve and maximizes discovery probability.The company's financial position provides attractive leverage for investors, with $26 million in treasury against a $107 million market capitalization. This 4:1 leverage ratio ensures sufficient funding for the planned drilling campaign while avoiding near-term dilution concerns that typically plague junior exploration companies. The strong balance sheet reflects careful capital management during recent challenging market conditions for exploration equities.The upcoming drilling campaign, scheduled to commence in October 2025, will target both high-sulfidation epithermal systems prospective for gold and silver, as well as porphyry copper systems that could host large-scale copper-gold-molybdenum deposits. Target depths range from 300-700 meters, with many representing the first drilling in their history. The company benefits from favorable drilling conditions, including lower elevation access and absence of difficult-to-drill silica cap rocks that plagued neighboring operations.Industry validation comes through active engagement from major mining companies, with Sabet confirming that "mining companies that you would have heard of have spoken to us or are speaking to us at some point." This interest validates the technical merit of the project and suggests potential for strategic partnerships or acquisitions as the project advances.The macro environment supports copper exploration through unprecedented supply-demand imbalances driven by renewable energy infrastructure and electric vehicle adoption. Institutional interest is returning to the sector, with generalist funds allocating capital to copper and gold themes amid currency debasement concerns and supply constraints.Mogotes Metals offers investors a rare combination of strategic location, systematic technical preparation, strong financial positioning, and favorable market timing. The convergence of these factors, combined with limited market awareness due to the company's recent public listing, creates potential for significant revaluation as drilling results emerge and the story gains broader institutional recognition.View Mogotes Metals' company profile: https://www.cruxinvestor.com/companies/mogotes-metalsSign up for Crux Investor: https://cruxinvestor.com

BHP renonce au vert pendant que les coûts du bâtiment s'envolent.

Mining Stock Daily welcomes Marley Palin of BHP to delve into the innovative BHP Xplor program, an accelerator designed to fuel mineral exploration. Marley, with a background in tech and innovation rather than traditional mining, explains how her expertise helps shape this unique program that blends exploration with a venture capital approach. The program focuses on three key pillars: building sustainable business strategies, providing deep technical expertise from BHP, and identifying projects with world-class scale potential. It offers early-stage exploration companies equity-free funding and a crucial six-month period to refine their projects away from immediate market pressures. Marley emphasizes the program's collaborative nature, fostering a strong community among cohort members rather than competition. BHP Explore is also a hub for technological advancement, actively seeking and implementing innovations like AI and machine learning in mineral systems, exemplified by partnerships with companies like Equivest. The program balances a broad application approach for "wild cards" with BHP's strategic interests, such as a deep-seated focus on copper and exploring new jurisdictions. Learn how companies can apply for this transformative opportunity and fast-track their path to a strategic partnership with a major mining companyThis episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Gold Project in Utah and mine permitting preparations and ongoing exploration at the Beartrack-Arnett Gold Project located in Idaho. Revival Gold is listed on the TSX Venture Exchange under the ticker symbol “RVG” and trades on the OTCQX Market under the ticker symbol “RVLGF”. Learn more about the company at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠revival-dash-gold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠https://vizslasilvercorp.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox has recently completed the business combination with Calibre Mining to create an Americas-focused diversified gold producer with a portfolio of mines in five countries, anchored by two high-profile, long-life Canadian gold mines, Greenstone and Valentine. Learn more about the business and its operations at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠equinoxgold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Integra is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com

 Interview with Paul Mulder, Managing Director of Pacific Lime & Cement Ltd.Recording date: 26th August 2025Pacific Lime & Cement is developing Papua New Guinea's first integrated lime and cement production facility, targeting a market opportunity worth over $50 million annually in import replacement. Led by Managing Director Paul Mulder, a 30-year resources veteran with experience at BHP and managing Gina Rinehart's energy assets, the company is capitalizing on PNG's complete dependence on imported lime and cement.The project's competitive advantage stems from exceptional resource quality and strategic positioning. Located just 24 kilometers from Port Moresby, the facility controls 400 million tons of high-grade limestone that sits directly at surface level, eliminating costly stripping operations. With the quarry situated merely 800 meters from wharf facilities adjacent to PNG's $18 billion LNG infrastructure, the company enjoys a 75% freight distance advantage over Southeast Asian competitors.PNG's annual lime demand of 250-300,000 tons represents 70-75% of Pacific Lime & Cement's planned phase one capacity, with major mining companies committed to supporting competitive local suppliers. The country's cement consumption of just 33 kilograms per capita—compared to 250-700 kilograms in comparable developing nations—indicates substantial growth potential as PNG pursues $55 billion in planned infrastructure projects.Government support has been comprehensive, with Pacific Lime & Cement securing PNG's first industrial Special Economic Zone status, providing 10-15 years of corporate tax relief. Community Development Agreements ensure local participation through infrastructure investment, employment, and equity participation.Construction of the $80 million phase one is underway with an 18-month timeline, funded entirely through equity to maintain operational flexibility. Management projects $150-200 million EBITDA at full development, with export potential to Australia where the company maintains significant shipping time advantages over traditional suppliers.The integrated approach positions Pacific Lime & Cement to serve PNG's entire construction value chain while establishing a platform for regional expansion.Sign up for Crux Investor: https://cruxinvestor.com 

Interview with Chris Stevens, CEO of Coda Minerals Ltd.Our previous interview: https://www.cruxinvestor.com/posts/coda-minerals-asxcod-95-copper-recovery-802-million-post-tax-npv-7406Recording date: 28th August 2025Coda Minerals Limited (ASX: COD) has achieved a significant technical breakthrough that fundamentally transforms its Elizabeth Creek copper-silver project in South Australia. The company successfully developed chloride leaching technology that increases copper recovery rates from 80% to 95%, representing a departure from conventional flotation processing methods used by most copper projects globally.The innovation delivers compelling financial improvements, with the updated scoping study showing a post-tax net present value of AUD $855 million compared to the previous AUD $802 million. At current spot commodity prices, the NPV increases to approximately AUD $1.2 billion with a 38% internal rate of return. CEO Chris Stevens emphasized the conservative pricing assumptions underlying these figures, noting "$4.28 copper, $30 an ounce silver, bear in mind spot's $38 right now."The new processing paradigm has reduced total capital expenditure by AUD $74 million through simplified operations. The previous complex three-stage flotation process requiring grinding to 53 microns has been replaced with direct tank leaching at 75 microns, eliminating expensive flotation circuits, oxygen plants, and specialized grinding equipment. This streamlined approach processes approximately 400 tons per hour through polyethylene tanks with a four-hour residence time.Perhaps most significantly, the project now achieves robust economics based solely on copper and silver production, removing dependency on volatile cobalt markets. Stevens noted: "We no longer need cobalt for this project to be well economic and peer comparable. Copper and silver are much more bankable commodities with deep liquid markets." The company removed AUD $1.5 billion in cobalt revenue from the base case model while retaining it as potential upside.Located adjacent to BHP's Carrapateena project, the operation will target steady-state production exceeding 30,000 tons of copper annually. Management has identified multiple catalysts for further value creation, including mine reoptimization, potential staging opportunities, and systematic progression toward prefeasibility study completion.View Coda Minerals' company profile: https://www.cruxinvestor.com/companies/coda-minerals-ltdSign up for Crux Investor: https://cruxinvestor.com