Podcasts about Bhp

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

The ASX 200 started strong but as news of the Israeli attack came through, we turned negative. The index fell 18 points to 8547 (0.2%) for a gain of only 31 points this shortened week. Performing much better than the US which had futures off between 1.5-1.8%. Stand-out sectors were not unexpectedly gold miners and oil and gas stocks. Crude and bullion jumping on the Iranian news. NST up 5.1% and EVN rising 5.5% with BGL up 4.3%. Resources generally were flat, BHP down 2.6% with FMG slightly firmer. MIN took a breather and PLS rose 0.4%. LYC rallied 3.8% on rare earth promise, WDS showed a clean pair of heels up 7.4% with STO up 3.7% and KAR the real star up 10.9%. Uranium stocks fell on attack news. Industrials slid, banks off slightly, CBA down 0.7% with the Big Bank Basket down to $281.21 (-0.5%). Other financials slipped, GQG down 1.4% and XYZ down 2.4%. Insurers gained a little, REITs fell, GMG bucked the trend up 0.2%. Tech stocks fell in sympathy with Nasdaq futures. XRO down 0.4% and WTC falling 2,4% with the index down 1.7%. Retail stocks dropped 24.7% on AX1 earnings warning, JBH fell 1.8% and travel stocks down, QAN off 4.9%. In corporate news, Brookfield sold a large parcel of its DBI holding, the stock falling 6.2%. Nothing on the economic front. Asian markets down on war worries. Japan down 0.9%, HK off 0.7% and China down 0.6%.10-year yields falling to 4.16%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

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

The ASX 200 gave up strong early gains closing down 27 at 8565 (0.3%). US futures and lack of detail weighing on sentiment as Asian markets generally weaker. Banks slid slightly, CBA down 0.5% with NAB down 0.2% and the Big Bank Basket down to $262.66 (-0.5%). MQG whacked 1.6% with insurers also under pressure. REITs mixed, GMG off 1.2%. Industrials generally lower, ALL off 1.6% with retail down, led by SUL off 1.6% and BAP falling 2.7%. Travel stocks also under pressure, CTD down 3.1% and WEB off 2.8%. Fast food falling, DMP down 4.9%. REA fell 1.1% and TWE down 1.3% with TLS up 1.0% as defensives back in focus. In resources, gold miners back in demand, GMD up 6.0% and NEM up 3.0%. The Three Iron Ore amigos all down, BHP off 1.8% with FMG off 3.4%. Lithium stocks back under pressure, MIN off 7.6% and PLS falling 6.0%. Rare earth giant LYC rose 0.8%. Oil and gas stocks gave up strong early gains as the crude price fell back, KAR up 2.0% and BPT bouncing 2.4%. Uranium ok, nothing spectacular, DYL up 1.1% and PDN up 0.8%. In corporate news, CTT fell 31.2% on a trading update and a large line of stock going through. MVF rose 9.1% as its CEO resigned. COH up 0.7% after downgrading its earnings outlook. Nothing on the economic front today. Asian markets weaker, Japan off 0.6% and HK off 0.9. China unchanged.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

ASX 200 jumps to a record high before seeing profit taking creep in and close up only 5 to 8592 (0.1%). News from the UK on the trade talks were lacking in detail, US futures weaker before the CPI number tonight. Banks eased back with CBA off 0.3% and the Big Bank Basket down to $284.04 (0.2%). MQG fell 0.6% with insurers slightly weaker. REITs were firm, GMG up 0.2% and VCX up 2.4%. Industrials mixed, WES fell 0.6% with QAN falling 1.3% in news it was closing Jetstar Asia. Tech steady with REA up 0.6% and XRO falling 2.3%.  Resources were interesting again, BHP rallied 1.5% with FMG up 3.5%, gold miners fell again despite bullion rising, lithium stocks squeezed higher, PLS upgraded its MRE, up 5.6% and MIN rallying again up 3.2%. Uranium stocks fell, PDN was off 2.7% and LOT was down 8.6%. WDS and STO better, with BPT down 7.5% on a broker downgrade. In corporate news, ZIP raced 15.5% ahead on another guidance upgrade, JLG revealed a NBIO with no price tag attached. MVF bounced after the drubbing yesterday and FBU rose 10.0% on M&A talk. Nothing on the economic front. Asian markets better on trade talk, Japan up 0.4%, HK up 1.1% and China up 0.9%.10-year yields steady at 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.

Monday 9 June 2025 Smaller companies outperform large caps on the ASX. And more, including: Toyota increases its dominance in the local car market. The rice crisis in Japan. BHP looks again at nickel. Silver has its moment in the sun. Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - how to decide between competing life and financial goals. Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Monday 9 June 2025 The top five business stories in five minutes, with Sean Aylmer and Michael Thompson. Small caps beat large caps Toyota dominates sales BHP looks at nickel again Silver has a moment Rice crisis in Japan Join our free daily newsletter here! And don’t miss the latest episode of How Do They Afford That? - how to decide between competing life and financial goals. Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

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

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

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

ASX 200 finished up 75 points at 8542 (0.9%) close but no cigar. CBA became the first $300bn market cap stock on the ASX. Not surprisingly a new record, the Big Bank Basket up another 1.3% to $282.44. WBC the best of the bunch, up 1.5% with MQG up 1.5% and GQG lifting 4.3%. REITs also firmed GMG up 0.7% on data centre demand. Retail stocks also in demand following lacklustre GDP numbers and hopes fro more rate cuts. LOV romped 9.1% higher as Mark McInnes joined as deputy chair. JBH up 2.1% and HVN up 3.0% with travel and fast-food stocks rallying too. Defensives sold down as WOL, COL and TLS fell slightly, tech gained a little, WTC up 1.1% and TNE up 1.4% with the All-Tech Index up 0.9%. In resources BHP up 1.0% with FMG rising 1.6% as iron ore found some strength in Singapore. Gold miners sold down, EVN down 2.7% with GMD off 2.8% and SPR losing 0.9%. Uranium stocks spurted higher on Meta moves in US to shore up nuclear power deals, Lithium also saw buyers return, PLS up 5.7% and LTR rising 6.1% with MIN doing well, up 9.2%. Oil and gas better with CRN sorting some liquidity issues out, up 38.1%. In corporate news, MYX was issued with the scheme termination notice falling 5.3%, IEL fell another 2.6% after the 48% loss yesterday, and PBH had an upgraded bid of 120c. On the economic front, GDP came in below expectation at 0.2%. Asian markets firmed, Japan up 0.8%, HK up 0.6% and China up 0.5% 10-year yields steady at 4.25%.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.

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

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

The trade war between the US and China has threatened to boil over again, just weeks after a truce was declared. MARKET WRAP: ASX200: down 0.24%, 8414 GOLD: $3,289 US/ounce BITCOIN: $162,704 Soul Patts rose 16.4%, and Brickworks gained 27.6% after a $14 billion merger deal was struck. Aluminium companies were scared off by the weekend lift in tariffs by the US, with Alcoa down 4.8%, and South32 dropping 3.6%. BHP lost 1.2%, Fortescue down 2.5% and Rio Tinto off by 1.7%. Mineral Resources fell another 11.8% to $19.58. Bluescope Steel gained 4.4% to $23.75 James Hardie up 1.4% to $35.94 Wisetech, Sigma Healthcare, and Origin Energy were all lower Up by more than 1% was QBE, Coles and Xero CURRENCY UPDATE: AUD/USD: 64.8 US cents AUD/GBP: 47.8 pence AUD/EUR: 56 Euro cents AUD/JPY: 92 yen AUD/NZD: 1.07 Dollars See omnystudio.com/listener for privacy information.

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

ASX 200 fell 21 points in quiet trade to 8415 (0.1%). Most sectors showing losses as nerves crept back in on Trump and Chinese negotiations. Banks slipped with WBC off 1.2% and the Big Bank Basket down to $275.32 (-0.1%). MQG fell 1.0% with insurers better, QBE up 1.3% and MPL rising 2.1%. REITs slid, GMD down 0.9% and VCX off 0.4%. Industrials were mostly flat, WOW and COL better, WES up 0.5% and SGH doing well, up 0.7% with BXB rallying 1.0%. TLS continued to push higher, tech was mixed as WTC fell 2.3% and XRO rose 1.5% with the All-Tech Index down 0.5%.  Healthcare under a little pressure, SIG off 3.2% following the sell-down last week. In resources, iron ore down in Singapore, BHP off 1.2% and FMG sliding 2.5%. Lithium stocks under pressure following the UBS downgrade last week, MIN off 11.8% and PLS falling 8.1%. Gold miners were better as bullion pushed higher on steel tariff issues, EVN up 3.1% and NEM up 1.2%. Oil and gas stocks eased slightly and uranium stocks fell. In corporate news, SOL announced a merger with BKW to create a new $15bn top 50 stock. Both stocks rallied hard on the news, a $500m zero discount capital raising also helped sentiment. BSL jumped 4.4% on US tariff moves, APE extended the buyback, JHX rose 1.4% on securing a new debt facility. Nothing on the economic front locally, China and US ratchet up war of words. Asian markets fell, Japan down 1.3%, HK off 1.9% and China down 0.5%. 10-year yields steady at 4.26%.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.

Podcast Episode #95  -Newcastle & Hunter Property Market Outlook   Kevin Mason  - Principal Buyers Agent Welcome to another edition of the Propertybuyer Podcast Newcastle has been a very consistent performer in the Australian property market over the last decade, Originally seen as an industrial town with the BHP steel mill , but has now matured into a thriving city and   and now the seventh largest city in Australia.   Today, I'm joined by one of our senior buyers' agents, Kevin Mason – a local expert with deep roots in the Newcastle and Hunter property markets. With a background in project management and a sharp eye for property potential, Kevin has helped dozens of clients uncover hidden gems and secure high-performing assets in this thriving region. In this episode, we'll unpack where the Newcastle/Hunter market is headed, which suburbs are on the rise, and why more buyers are turning to professionals like Kevin to guide their property journey. Whether you're a homebuyer or investor, there's a lot to gain from his on-the-ground knowledge.  

The ASX 200 had a late surge to finish the month with a gain today of 25 points to 8435. ASX records best month since January. Up 3.8%. Banks yet again showed the strength as CBA rose 0.9% with the Big Bank Basket up to $275.55 (1.1%). WBC surged 2.7% and NAB up 1.3% with some month end window dressing. Insurers slid slightly, QBE down 1.3% with REITS up. GMG up 1.3% and VCX rising 1.2%. Industrials found a footing, BXB up 1.0%, WOW and COL firmed, and ORG up 2.1%. Tech slipped slightly with WTC down 1.5% and XRO off 0.8%. Healthcare mixed, In resources, mixed in the majors, BHP up 0.3% and FMG down 1.9%. Gold miners were better, NST up 3.2% with GMD up 4.4%, VAU up 3.5% as some window dressing helped. Lithium stocks slid on a broker downgrade to carbonate prices, PLS down 5.7% and IGO off 5.4%. WDS fell 2.1% and STO off 0.9%. Uranium stock eased back, coal miners fell, WHC off 1.8%. In corporate news, HCW leapt on rent relief for Healthscope, NWH up on a RIO contract and FND down nearly 9% on results. In economic news, retail sales slipped. Asian markets fell with Japan down 0.9%, China down 0.3%, and HK down 1.5%. 10-year yields at 4.28%.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.

June is shaping up to be an incredible month wrestling wise, as a brand new promotion is putting on one helluva show as Black Hole Pro makes their debut in Edmonton!   Before that happens though, the guys behind BHP stop by the Grainmaker Wrestling Podcast to talk all about their upcoming debut! You'll get to hear how the promotion all came to be, how both guys experiences in performance helped shape the promotion today, what they hope to achieve and more!   There is also a MASSIVE match announcement that you will not want to miss!

The ASX 200 limped to a 13-point rise at 8410 (0.2%) missing out on the US fun as the tariffs got knocked back and Nvidia ran on results. Banks were slightly better with NAB and WBC doing ok, CBA unchanged and the Big Bank Basket up to $272.57 (+0.4%). Financials were strong, MQG up 1.7% and XYZ rising 3.0%. REITs fell, GMG down 1.4% and SCG off 1.1%. Industrials firmed, TCL up 0.4%, WES up 0.2% and TLS pushing ahead up 0.8%. Tech was better but not stunning, WTC up 1.2% and the All-Tech Index up 0.6%. Retail better, TPW up 1.9% and BRG rising 0.4%. Resources were weighed down by BHP and RIO, the ugly sisters, LYC fell 2.1% and S32 off 1.0%. Gold miners were mixed, NST down 0.7% and EVN up 0.8% after a rocky start. Bullion fell on trade news, GMD rose 0.9% as broker upgrades came through. WDS kicked 2.8% on broker optimism on NW shelf deal and oil prices kicking up. Uranium back in the doghouse with DYL off 3.2% and PDN down 5.0%. In corporate news, CIA up 0.5% on record results, RSG fell another 2.4% despite seeking further information from Guinea government. ELD up 1.1% as the ACCC voiced concerns on its acquisition of Delta. Nothing on the economic front, Asian market rallied on the US news. 10-year yields steady at 4.37%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 finished up 47 points to 8408 (0.6%) ahead of US and UK reopening tonight. The banks led the market higher after a lacklustre session earlier, CBA up 0.8% and ANZ rising 1.4% with the Big Bank Basket up to $273.93 (+1.0%). MQG kicked 1.4% with other financials doing well too, NWL up 1.4% and CGF up 1.1%. REITs are flat, GMG is down 0.5%, with industrials doing better, and BXB is up 3.0% with ALL up 1.9%. TLS rallied another 0.4% on its investor day comments; Retail also improved, JBH was up 1.0%, and LOV was up 4.2%. Tech is better, WTC is continuing to push ahead after its large acquisition, XRO is up 1.5%, and the All-Tech Index is up 0.5%. In resources, iron ore stocks cheered up, BHP up 0.2% and RIO unchanged after earlier bigger falls.  Gold miners eased back, EVN down 3.1% with VAU off 2.2% and GMD down 0.2%. LYC fell 2.5% with PLS off again. Uranium stocks took a break, shorts licking their wounds, Oil and gas flat, coal slightly better. In corporate news, REA fell 3.5% on ACCC inquiry, VUL down 0.5% as it commenced drilling. On the economic front, Chinese Industrial profits climbed 3% last month from a year earlier, beating forecasts of 2.6%. Asian markets mixed again, with Japan up 0.4%, China down 0.5%, and HK up 0.3%. 10-year yields falling to 4.31%. 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.

In this timely episode of Bean There, Done That, host Phillip Di Bella sits down with Tim Dive, founder of the HR Cartel and host of the HR Cartel Podcast, to unpack the complex and fast-changing world of industrial relations (IR) and human resources (HR) in Australia. With wage theft now a criminal offence and IR reforms disproportionately impacting small and micro businesses, this no-fluff conversation is a must-listen for hospitality owners and operators.   From contract must-haves and performance management strategies to the insidious creep of compliance risks, Tim brings 20+ years of experience and delivers straight-talking advice you can act on immediately. Key Topics and Themes: Why recent IR reforms hit small businesses the hardest What “wage theft” really means—and how to avoid it The rise in union access and what it means for your business Contracts, handbooks, and casual worker compliance Performance management: from dead weight to top talent Why good intentions won't protect you legally Strategies to protect your profit margins without cutting corners Time-Stamped Key Points: 00:05 – Intro to Bean There, Done That and Coffee Commune 00:40 – Phil Di Bella introduces Tim Dive and why HR matters now more than ever 01:30 – The election aftermath and impact on IR reform 03:00 – 27 legislative changes in just three years 04:50 – Why reforms target big business but hurt small ones most 07:00 – “Right to disconnect” and other grey-area policies 08:15 – Unions can now enter workplaces without members 10:55 – Wage cost explosion: from 30% to 45% of turnover 13:40 – How to legally absorb wage increases and stay compliant 16:00 – Why every employee needs a contract—no exceptions 18:00 – Casual employee pitfalls and how to avoid them 20:25 – Why handbooks and induction programs are your legal shield 22:00 – Improve or remove: how to handle poor performers 25:00 – The “traffic light” model for monthly staff reviews 27:00 – The myth of the lovable underperformer 29:00 – Retaining top talent through development, not dollars 30:15 – Why fringe benefits tax punishes good employers 33:30 – Wage theft explained: what qualifies and how it's enforced 39:30 – Real-world examples of wage theft from common mistakes 41:15 – Why “better off overall” is meaningless without the right contract 43:10 – Flexibility agreements and why you need them documented 45:00 – Why ignorance is no longer a defence About Our Guest:   Tim Dive is the founder and director of HR Cartel, an agency delivering HR and IR solutions for small and medium businesses. With over 20 years of experience across mining, oil and gas, construction, and hospitality, Tim's known for his straight-shooting style, industry insight, and fierce advocacy for practical compliance. He also hosts the HR Cartel Podcast, a no-nonsense show focused on workplace law, strategy, and culture. Key Takeaways: Compliance is no longer optional – With wage theft now criminalised, contracts, handbooks, and induction programs are essential. Big business rules are crushing small operators – Reforms designed for giants like Qantas and BHP are catching cafés and micro-businesses in the crossfire. Productivity is the new battleground – Without it, you can't afford rising wage costs. Culture killers exist at both ends – Toxic top performers and low-effort sweethearts both undermine your business. Documentation is your best defence – If it's not written, it didn't happen. Links and Resources: HR Cartel Website HR Cartel Podcast Coffee Commune Tim Dive on LinkedIn Fair Work Ombudsman Whether you're running a bustling café or managing a small team, you can't afford to miss this episode. Protect your business and your people—tune in to Bean There, Done That now on Spotify, Apple Podcasts, or wherever you get your shows.  

Investor sentiment remains upbeat as M&A activity accelerates, commodities shift gears as the big players look to diversify earnings, and key macro trends point to a busy second half of 2025.In this week's wrap, Grady Wulff covers: (0:09) Why M&A is back on the agenda, and what's fuelling it(1:01) The Insignia Financial deal twist and what's next(1:51) Big mining plays: BHP's copper push & Rio's lithium leap(3:03) Mayne Pharma takeover on thin ice – what it means(5:30) ASX200 performance this week, sector winners & losers(6:16) Most traded stocks & ETFs by Bell Direct clients(6:42) Key economic data to watch next week.

The ASX 200 rallied another 44 points to 8387 (+0.5%). Off its highs but still looking ok. Once again, the banks led us up, CBA hitting a record high, up 1.5%, with the Big Bank Basket up to $273.04 (+1.2%). MQG is up 1.0% with insurers flat. 10-year yields at 4.48%. Other financials eased, and REITs drifted slightly higher. Industrials mixed, TLS continuing higher up 0.6% and ALL down 1.5% with retail taking a break. Tech stocks saw selling in WTC and XRO, but TNE was up 5.9% again as retail eased back. Healthcare stocks resumed the uptrend, with RMD bouncing back 4.0% and FPH up 3.1%, too. In resources, BHP and RIO rose, but FMG drifted 0.1% lower. Gold miners were better, bullion and geo-political risks helping here, NEM up 3.6% and NST rallying 3.2%, with PRU doing very well, up 9.7%. Lithium stocks slipped lower, and oil and gas stocks were pushed higher on rumours that Israel would attack Iranian nuclear facilities. Uranium stocks are rallying slightly.In corporate news, JHX fell 6.2% on disappointing numbers, and MYX dropped 29.8% as the bidder is trying to wriggle out of the deal with private equity. NUF collapsed 30.1% after downgrading guidance. CAT jumped 13.7% on a 19% increase in revenues. Gold and silver are pushing ahead again in Asian trade. On the economic front, Commonwealth Bank expects the Reserve Bank to cut interest rates earlier than expected. Asian markets saw Japan fall 0.2% with HK up 0.4% and China up 0.1%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

A credit rating downgrade of the US hurt the Australian share market, but how significant is it for investors? MARKET WRAP: ASX200: down 0.58%, 8295 GOLD: $3,187 US/ounce BITCOIN: $160,591 Dominos Pizza down 2.6% as the company announced CEO Kerri Hayman would step down in August. Mineral Resources down 8.8% to $24.08 on the appointment of Malcolm Bundey as Non-Executive Director. BHP down 2.4%, Fortescue losing 4.9% and Bluescope, down 2.6%. Evolution Mining rose 3.2%, Northern Star lifted 1.9% and Capricorn was up 3.4%. Origin Energy up 1.2% to $11.06. Higher by 1% was CBA, REA Group and Pro Medicus. CURRENCY UPDATE: AUD/USD: 64.2 AUD/GBP: 48 pence AUD/EUR: 57 Euro cents AUD/JPY: 93 yen AUD/NZD: 1.09 Dollars See omnystudio.com/listener for privacy information.

ASX 200 followed US futures down on Moody's downgrade, off 49 points at 8295 (0.6%).  Banks tried to hold off the selling, but the Big Bank Basket rose to $267.97 (+0.3%). MQG fell 3.4% as it went Ex-dividend. Financials slid, ZIP off 6.2% and PPT down 2.9% with PNI off 2.4%. Insurers unchanged, REITs fell as bond yields pushed up a little to 4.51%. GMG down 0.6% and SCG off 0.3%. Industrials eased back too, CPU down 1.0% and WTC falling 2.1% with retail and travel stocks down. DMP fell 2.6% as CEO ANZ resigned. Resources pounded by lower commodity prices, BHP off 2.4%, RIO down 1.3% and FMG being crunched 4.9%. Lithium stocks depressed, PLS off 10.0% as the shorts came roaring back in LTR too off 16.6%. MIN fell 8.8% after announcing a new chair. Gold miners were better on haven buying, NST up 1.9% and NEM bouncing 2.5%. Coal stocks hit hard as NHC downgraded guidance, off 7.1% with WHC down 3.4%. Uranium stocks also seeing fallout, PDN down 4.1% and the oil and gas sector easing back too. In corporate news, MYX in a trading halt pending more information on the Cosette bid, EOS jumped 14.7% on a Euro contract, LLC down 0.4% after signing JV with the King. On the economic front, Chinese data mixed. Asian markets eased back in line with US futures.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 episode runs through what the new Division 296 tax is, who it impacts, what investors should do to prepare for it.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton.Shani's Future Focus column takes a deep dive into the controversial Division 296 tax - also known as the unrealised capital gains tax in super. She runs through how it works, why more Aussies are going to be impacted by it than we think and what investors can do to prepare for it.Buffett has invested for over 7 decades, where his investing style and approach has evolved. There are many lessons, quotes and soundbites that investors take from him. In this week's edition of Unconventional Wisdom, Mark has looked at 3 lessons to ignore from the Oracle of Omaha. With most Aussies now holding at least one ETF in their portfolio, it's a hard proposition to ignore for beginner investors. Following on from her previous column on the beginner ETF portfolio, this week Sim explores the Aussie equity ETF market and compares two investor favourites in this category. Joseph's featured article is the first edition of Stock Showdown, a new series that uses Morningstar insights to compare the business and investment merits of different ASX companies. To kick things off, Joseph enlisted the help of our global mining analyst Jon mills to compare BHP and Rio Tinto. How similar are the two mining heavyweights, where do they differ, and which would Jon choose if he had to? Find out in the first Stock Showdown. Hosted on Acast. See acast.com/privacy for more information.

A jobs surge puts the next few rate cuts into question; household spending still stagnant; Xero reports growth in both profit and revenue; and the Market Wrap. MARKET WRAP: ASX200: up 0.22%, 8,297 GOLD: $3,180 US/oz BITCOIN: $158,540 AUD Xero reported after tax profit growth of 30% to $227.8 million NZD, helping shares rise 4.7% to $182.05 The tech sector overall was stronger, with Wisetech rising 1.9% and Technology One up 1.3%. IAG rose 5.7% to $8.90 as it said it would acquire RAC Insurance in a $1.35 billion deal. The banks were all positive, with the Big Four all higher, and Macquarie recovering 1.2% after yesterday’s ASIC lawsuit. Changes at the top of Treasury Wine Estates was enough to tank its share price, falling 5.2% on the announcement of its next CEO. A deal between Lendlease with Britain’s The Crown Estate – owned by the royal family and King Chalres – for development projects didn’t wow the market. Shares slid 1.6% to $5.39. BHP, Fortescue and Rio Tinto marginally weaker. CURRENCY UPDATE: AUD/USD: 64.3 US cents AUD/GBP: 48.5 pence AUD/EUR: 57 Euro cents AUD/JPY: 95 Japanese yen AUD/NZD: 1.09 NZ dollars Host: Deb Knight Executive Producer: Tom Storey Technical Producer: Liam Achurch Publisher: Nine RadioSee omnystudio.com/listener for privacy information.

Wall Street went on a 3% rally, so why didn’t the ASX do the same when the bell rang today? MARKET WRAP: ASX200: up 0.92% to 8,070 GOLD: $3,354 US/oz BITCOIN: $147,858 AUD Wisetech Global up 4.9%, Xero lifting 1.7% and Technology One rising 2.1%. Life360 reported a 32% lift in revenue to $103.6 million. Shares finished up almost 14% to $27.18. Ampol will sell its retail electricity business, helping it up 2.2% to $26.32. The rising iron ore price helped BHP, Fortescue and Rio Tinto, all up more than 2%. Genesis down 10.7% and Capricorn losing 9.8%. Coles and Woolworths both lost more than 3%. CBA, Telstra, and Goodman Group all down CURRENCY UPDATE: AUD/USD: 64.1 US cents AUD/GBP: 48.5 pence AUD/EUR: 57 Euro cents AUD/JPY: 94 Japanese yen AUD/NZD: 1.08 NZ dollars See omnystudio.com/listener for privacy information.

Do you find yourself going to the worst case scenario and feeling stuck there? I do, I used to be stuck there for days or weeks sometimes, but now the thoughts come up and I can move through them pretty quickly. In this episode, I go through how I move through catastrophizing thoughts. 4 days to nominate for the 2025.5 Tradeswomen Owning Their Power Coaching Scholarships! This 6 month career-building course is fully customised to your goals and aims to empower you to become your most confident self. With scholarships supported by BHP you or a fellow tradeswoman could be one step closer to the next level of your career. We're accepting scholarship nominations for women at all career levels who are based in NSW who are Mechanics, fitters and Electricians (apprentices and qualified). Submit your nomination by 16th May 2025 Program Overview Through our one-on-one coaching program, we will support you in defining your goals, tackling any obstacles, and becoming your most confident self. The program is fully customised to you – helping you maximise your full potential and reach your goals. Scholarship: $3000 (complete program cost covered) Duration: 6 months Commitment: 1-hour every fortnight Format: Online Key Program Benefits: Boost confidence Define goals Tackle obstacles Form your path to leadership Selection Process Our panel will review the nominations to ensure they meet the following key selection criteria.  Key Selection Criteria Over 18 Tradeswomen and apprentices Mechanics, fitters and Electricians Based in NSW, Australia  Key Dates Now –May 1st – 16th May 2025– Accepting Nominations 2nd June 2025 – Announcing Scholarship Winners 20th June – Face to face Meet and greet July 2025 – Program Begins Apply Here!

Los precios del petróleo se desplomaron después de que la OPEP+ acordara aumentar la producción; Buffett deja el mando de Berkshire a fin del año; BHP y Lundin anuncian descubrimiento de cobre en frontera de Argentina con Chile; Jonathan Levin, columnista de Bloomberg Opinion, comenta la salud de la economía de EE.UU. Más de Bloomberg en EspañolNewsletter Cinco cosas: bloom.bg/42Gu4pGLinkedin: https://www.linkedin.com/company/bloomberg-en-espanol/Youtube: https://www.youtube.com/BloombergEspanolWhatsApp: https://whatsapp.com/channel/0029VaFVFoWKAwEg9Fdhml1lTikTok: https://www.tiktok.com/@bloombergenespanolX: https://twitter.com/BBGenEspanolProducción: Eduardo ThomsonSee omnystudio.com/listener for privacy information.

When making decisions, big and small, there are a lot of things to consider and we can sometimes find ourselves overwhelmed and confused. When we separate our feelings and our facts and give them the air time they both need we are able to make a decision from a clear mind. In this episode I break down the process of decision making. Applications are now open for the 2025.5 Tradeswomen Owning Their Power Coaching Scholarships! This 6 month career-building course is fully customised to your goals and aims to empower you to become your most confident self. With scholarships supported by BHP you or a fellow tradeswoman could be one step closer to the next level of your career. We're accepting scholarship nominations for women at all career levels who are based in NSW who are Mechanics, fitters and Electricians (apprentices and qualified). Submit your nomination by 16th May 2025 Program Overview Through our one-on-one coaching program, we will support you in defining your goals, tackling any obstacles, and becoming your most confident self. The program is fully customised to you – helping you maximise your full potential and reach your goals. Scholarship: $3000 (complete program cost covered) Duration: 6 months Commitment: 1-hour every fortnight Format: Online Key Program Benefits: Boost confidence Define goals Tackle obstacles Form your path to leadership Selection Process Our panel will review the nominations to ensure they meet the following key selection criteria.  Key Selection Criteria Over 18 Tradeswomen and apprentices Mechanics, fitters and Electricians Based in NSW, Australia  Key Dates Now –May 1st – 16th May 2025– Accepting Nominations 2nd June 2025 – Announcing Scholarship Winners 20th June – Face to face Meet and greet July 2025 – Program Begins Apply Here!

The Aussie market had a quiet start to May, trading in a tight range but holding above the key 8,100-point level. Tech stocks led gains, lifted by strong earnings from Microsoft and Meta, while data centre firms like HMC Capital and DigiCo surged on AI-related investment news. In contrast, energy and materials dragged due to falling oil prices and BHP’s decline. Looking ahead, investors are eyeing US earnings from Apple and Amazon, local retail sales, and producer price data. 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.

Jim Chalmers has stepped in with the ASX over a decision to let James Hardie shift its primary listing to the NYSE MARKET WRAP: ASX200: down 0.60%, 7,968 GOLD: $3,351 US/oz BITCOIN: $144,769 AUD James Hardie’s shares rose by more than 2% to $36.38 BHP rose 0.9% to $38.06 and Fortescue rose more than 1% to $15.52. PWR Holdings recovered from earlier losses after announcing its CEO is taking temporary medical leave shares rose by more than 5% to $1.51% Woodside closed down 2% to $20.01, Santos down more than 1% to $5.88 Generation Development Group shares fell more than 14% to $4.13 Technology One falling 1.7% to $28.05 CURRENCY UPDATE: AUD/USD: 63.8 US cents AUD/GBP: 48.0 pence AUD/EUR: 56 Euro cents AUD/JPY: 90 Japanese yen AUD/NZD: 1.06 NZ dollars See omnystudio.com/listener for privacy information.

Stocks rallying big for a second day on optimism over trade deals. But is the rally real? We discuss. Plus, the CEO of BHP breaks down the impact of the tariffs on his business and the broader commodity market. And, one of the newly appointed SEC Commissioners breaks down the administration's plans for the future of crypto.

Interview with Chris Stevens, CEO of Coda Minerals Ltd.Our previous interview: https://www.cruxinvestor.com/posts/coda-minerals-compelling-junior-unlocking-value-in-south-australian-copper-cobaltRecording date: 15th April 2025Coda Minerals is making significant progress on its Elizabeth Creek copper-cobalt-silver project in South Australia, positioning the resource for development amid growing global demand for critical minerals. Located six hours north of Adelaide and adjacent to BHP's Carrapateena Copper Project, Elizabeth Creek hosts substantial mineral resources including approximately 800,000 tons of copper, 30,000 tons of cobalt, and 28 million ounces of silver.The project consists of three primary deposits - two open pits (MG14 and Windabout) that will provide early production, and the larger Emmie Bluff underground deposit. With a resource grade of approximately 1.9% copper equivalent, CEO Chris Stevens believes the project compares favorably to competitors, noting that "some of the really large projects that you see kicking around in terms of contained tonnage have a lower head grade going into the mill than our waste dump."A completed scoping study demonstrates strong economics with a pre-tax NPV of $1.2 billion ($802 million post-tax) based on a copper price of $4.20 per pound. Capital expenditure is estimated at approximately A$680 million, with annual production projected at 26,000-27,000 tons of copper and 1,300 tons of cobalt.The company is currently focused on metallurgical optimization to reduce capital costs significantly by investigating alternatives to conventional flotation and Albion processing circuits. Stevens emphasized that these changes "have the potential to be game-changing for the project."Elizabeth Creek benefits from excellent infrastructure, including proximity to the Stuart Highway, a 133 KVA electrical substation on the property, and access to the BHP haul road. Stevens highlighted South Australia's streamlined mining regulations and the project's ESG advantages, particularly for cobalt production, creating "a compelling alternative to DRC-sourced cobalt."With $4.5 million in cash, Coda is taking a disciplined approach to capital deployment in the current challenging market, focusing on critical path items such as approvals and optimization studies. The project qualifies for the Australian government's 'Future Made in Australia' policy, potentially providing approximately $25 million in benefits.Looking ahead, Stevens expressed confidence in copper market fundamentals, noting that new discoveries are increasingly rare while existing mines face declining grades and rising costs. Coda's combination of grade, scale, and jurisdiction positions it well to capitalize on the growing structural supply deficit in the copper market as global demand continues to accelerate.View Coda Minerals' company profile: https://www.cruxinvestor.com/companies/coda-minerals-ltdSign up for Crux Investor: https://cruxinvestor.com

Donald Trump has gone after US Fed Chair Jerome Powell, but how likely is it that he intervenes? MARKET WRAP: ASX200: down 0.03%, 7,816 GOLD: $3,471 US/oz BITCOIN: $137,947 AUD CBA shares were up more than 4% to $168.00. Macquarie Group announced today it sold its US and European assets to Nomura for $2.8 billion. Shares up ½ a per cent to $180.83 BHP and RIO both closed marginally higher on the news of the reopening of the US based Resolution Copper West African resources hit a fresh 52 week high today to $2.58 up more than 6%. WiseTech down 2.4% to $80.03, TechnologyOne fell 1.5% to $27.68, while NextDC plummeted 6% to $10.48. Yancoal down 1% to $4.76 Woodside and Ampol both dropped more than 1.6%. See omnystudio.com/listener for privacy information.

"I've found that when the market's going down and you buy funds wisely, at some point in the future you will be happy." - Peter LynchThe initial panic of Trump's liberation day tariffs have morphed into a slow, gradual slide as companies try to understand what they'll be paying to move products through their supply chains and investors try and work out what that will mean for stock prices.Throughout it all, we're reminded that, in hindsight, these are the moments we wished we'd bought more.In today's episode we cover:The news of the day and the latest on tariffsZip's incredible rebound continuesNews from Australia's major miners: BHP and Rio TintoWhat we've learned from the latest batch of investor lettersBryce's $500-to-$5,000 challenge continues—------Want to get involved in the podcast? Record a voice note or send us a message —------Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we've got you covered.—------Looking for some of our favourite research tools?Find 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.

In this episode, we chat with Santiago Montt, CEO of Los Andes Copper, who are focused on developing its 100% owned tier one Vizcachitas copper-molybdenum porphyry project in Chile. Vizcachitas is one of the largest advanced copper deposits in the Americas.Santiago is a seasoned mining executive with over a decade of experience in multinational mining companies. Before joining Los Andes, he spent more than ten years at BHP, where he held various senior roles overseeing corporate and legal affairs across the Americas, including in Chile, Brazil, and Australia. He gives us an overview of Los Andes Copper, discusses how Chile will continue being the number 1 jurisdiction for copper, and the outlook of the commodity for the energy transition. KEY TAKEAWAYS Los Andes Copper is focused on developing its 100% owned Vizcachitas copper-molybdenum porphyry project in Chile, which is one of the largest advanced copper deposits in the Americas, with significant resources and robust economic metrics. Transitioning from a major mining company like BHP to a junior mining company involves a shift in responsibilities and work dynamics, requiring a direct problem-solving approach and a willingness to engage in hands-on management. Los Andes Copper emphasises the importance of building trust and engagement with local communities, implementing programs that promote social value, such as female entrepreneurship initiatives and educational programs to prepare the workforce for future mining operations. The demand for copper is expected to rise significantly due to the global energy transition towards electrification, with estimates suggesting a need for an additional 10 million tons of copper by 2035 to meet this demand. BEST MOMENTS "We are a mining company that owns the Vizcachitas project, a copper moly project based in Chile, the number one producer of copper in the world." "When you decide to move from a major to a junior, it's a change of career. It's a change of lifestyles as well." "Copper is a fundamental element of nature. There's no better conductor... We're moving to decarbonise our economies. There's no replacement." "We have been doing a lot of work in this area... to increase and build trust and connection with the community." VALUABLE RESOURCES Mail: rob@mining-international.org LinkedIn: https://www.linkedin.com/in/rob-tyson-3a26a68/ X: https://twitter.com/MiningRobTyson YouTube: https://www.youtube.com/c/DigDeepTheMiningPodcast Web: http://www.mining-international.org This episode is sponsored by Hawcroft, leaders in property risk management since 1992. They offer: Insurance risk surveys recognised as an industry standard Construction risk reviews Asset criticality assessments and more Working across over 600 sites globally, Hawcroft supports mining, processing, smelting, power, refining, ports, and rail operations. For bespoke property risk management services, visit www.hawcroft.com GUEST SOCIALS X: https://x.com/LosAndesCopper LinkedIn: https://www.linkedin.com/company/los-andes-copper/ https://losandescopper.com/ info@losandescopper.com ABOUT THE HOST Rob Tyson is the Founder and Director of Mining International Ltd, a leading global recruitment and headhunting consultancy based in the UK specialising in all areas of mining across the globe from first-world to third-world countries from Africa, Europe, the Middle East, Asia, and Australia. We source, headhunt, and discover new and top talent through a targeted approach and search methodology and have a proven track record in sourcing and positioning exceptional candidates into our clients' organisations in any mining discipline or level. Mining International provides a transparent, informative, and trusted consultancy service to our candidates and clients to help them develop their careers and business goals and objectives in this ever-changing marketplace. CONTACT METHOD rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people’s experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.

Aussie shares defied expectations and finished the week on a high, with the ASX200 lifting despite sharp overnight losses on Wall Street. The unexpected strength came after weaker-than-expected March jobs data—just over 32,000 jobs added and a rise in the unemployment rate boosted hopes of a rate cut when the RBA meets on May 20. Energy and mining stocks led the gains, helped by a rebound in oil, gold, and iron ore prices, while BHP and Pilbara Minerals faced pressure from underwhelming quarterly results. With markets now closed for the Easter long weekend, all eyes turn to global earnings, including Netflix, and ongoing trade tensions that could stir things up before trading resumes Tuesday. 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.

How do you market to someone who doesn't even know what they're looking for yet? That's the challenge with the mining industry, and we're unpacking it all in this episode with Alex Lloyd, Head of Marketing for Advanced Navigation.

Bio Moiz Doriwala is a seasoned professional with a diverse background spanning real estate finance, investment, and entrepreneurship .... Growing up in Naperville, Illinois, his interest in real estate was sparked by his father's career as a general contractor and developer. He pursued higher education, earning a Bachelor of Arts degree in Economics from the University of Chicago and an MBA in Finance and Management and Strategy from Northwestern University's Kellogg Graduate School of Management. His early career began in the finance sector with a unique rotational program at Bank One (later JP Morgan Chase), where he gained experience in asset-backed securities trading, commercial loan workouts, leveraged leasing, and even worked in a strategic group under Jamie Dimon. He further honed his investment banking skills in the Financial Sponsor Group of J.P. Morgan Securities in New York, focusing on M&A transactions and various financing activities. In 2005, Mr. Doriwala transitioned to the real estate industry, joining S&R Land Development, LLC in Reston, VA, where he was involved in the development of residential and commercial land. Leveraging his financial acumen and real estate exposure, he later became Vice President of Perseus Realty Capital, LLC, specializing in joint venture equity, preferred equity, and mezzanine financings. In 2008, Mr. Doriwala formed his own umbrella company, Stirling Realty Advisors, LLC, a boutique real estate investment bank that provides financial advisory services, primarily focusing on raising debt and equity capital for real estate developers and operators nationwide. While initially focused on capital raising, Stirling has evolved into a vehicle for his various investment activities. Under the Stirling umbrella, Mr. Doriwala manages and invests in several businesses, including: Bookhill Park: An entity that manages a series of small funds and operates as a finance company, providing opportunistic lending across various industries and geographies Investments in mental health and behavioral health businesses Investments in one off LPs in apartment projects His role as President of Superior Living Foundation Inc., a 501c3 non-profit focused on owning businesses in the healthcare region, such as senior housing and behavioral health facilities1 .... Mr. Doriwala also has experience in the senior housing sector, having served as Treasurer for Meridian Senior Living .... Additionally, he was involved in the mobile home park business for a number of years through BHP, building and eventually exiting a portfolio of parks. Throughout his career, Mr. Doriwala has demonstrated an opportunistic and entrepreneurial approach, building strong relationships and a reputation for his ability to navigate complex transactions and provide creative financial solutions. He values strong partnerships, thorough due diligence, and trusting his instincts in his investment decisions. Show Notes [6:30] Introduction to Moiz Doriwala and his diverse business background. He manages or participates in managing at least three businesses. [7:00] Overview of Sterling Realty Advisors. Formed in 2008 as an umbrella company for advising real estate operators and developers on capital raising (joint venture equity, mezz, preferred equity, debt financing). Now primarily a vehicle for personal and business investment activities. [7:50] Discussion of Sterling as an investor. Investing in individual real estate projects and companies, often as a passive investor or advisor. [8:20] Introduction to Bookhill Park. An entity managed by Moiz, functioning as a finance company providing loans across various industries and geographies, focusing on the borrower and path to repayment. [9:10] Overview of investments in mental health and behavioral health businesses. [9:20] Moiz's role as President of Superior Living Foundation Inc. A 501c3 non-profit focused on owning businesses in the healthcare region (senior housing, behavioral health, substance abuse). [9:55] Moiz shares his origins and early life in Naperville, Illinois. Noteworthy growth of the suburb outside Chicago. [10:40] Influence of his father's career as a general contractor and developer on his early real estate exposure. [11:05] Initial aspirations to be a lawyer but a shift to finance and banking during college at the University of Chicago (Economics). [11:30] First job at Bank One and the unique two-and-a-half-year rotational program with simultaneous part-time MBA at Northwestern Kellogg. [12:15] Rotations at Bank One: Asset-backed securities trading desk, managed assets (commercial loan workout group, including the Safety Clean bankruptcy), leveraged leasing group, and "skunk works" group working directly for Jamie Dimon. [14:30] Rotation in the banks' merger and acquisition (M&A) group. [14:45] Unique aspect of the Bank One program: Obtaining an MBA (paid for by the bank) through evening classes while working full-time. [16:15] Jamie Dimon's arrival at Bank One as CEO during Moiz's time there. [16:30] Merger of Bank One with JP Morgan Chase and Moiz's move to New York to work in the investment bank's financial sponsors group. [16:45] Fond memories of working in JP Morgan's financial sponsor group. Considered a top group on the street with a strong balance sheet and access to private equity firms. [18:40] Decision to leave JP Morgan in 2005 due to his wife's desire to return to the DC area and the demanding hours of investment banking. [19:30] Intense work hours in investment banking: Regularly working 12+ hour days, seven days a week, sometimes sleeping at the office. [20:15] Wife's background in the real estate industry and understanding of the demanding work schedule. [20:20] Opportunity to join his wife's family's business in land development in the growing DC area, prompted by his father-in-law coming out of retirement to help a large home builder. [20:50] Reasons for leaving high finance for land development: Opportunity to learn real estate on someone else's dollar, educational and financial rewards, and the desire to move to DC. [21:30] Eye-opening experience transitioning from Wall Street to land development. Different work hours and the need for patience when dealing with the public sector. [23:15] Realization that residential land development was not the right fit. [23:30] The financial crisis impacting the land development industry. Fortunate timing of selling their last project before the major downturn. [24:25] Pivoting after the financial crisis to Perseus Realty Capital. A brokerage firm focused on financing real estate transactions (joint venture equity, mezzanine, preferred equity). [25:15] Reasons for choosing Perseus over larger national players: Desire for a smaller, newer firm with more control over destiny, having experienced both very large and very small companies. [26:25] Perseus's evolution to PRP real estate and shift from intermediary to asset management. [26:45] Learning curve at Perseus regarding traditional real estate financing. Understanding mortgage financing, mezzanine debt in real estate, and the role of institutional investors and private equity funds. [27:45] Focus on networking and finding new sources of capital for clients at Perseus. [28:50] Most challenging deal at Perseus: A high-rise residential building in Denver during the financial crisis where the senior loan fell through after construction began. [29:30] Securing mezzanine financing for the Denver project with another intermediary bringing in Corus Bank as the senior lender. [30:10] Challenges with Corus after Starwood took over, transitioning from dealing with a bank to an opportunity fund. [31:10] Comparison of the lending environment today (more cautious with lower loan-to-cost, higher rates, stronger covenants) compared to before COVID. [32:30] Overview of Bookhill Park's lending activities. Opportunistic lending beyond just real estate, including first and second mortgages, mezzanine, unsecured and secured loans, asset-based loans, inventory financing, payroll loans to government contractors, and factoring. [33:20] Origin of Bookhill Park's lending business: Helping a government contractor with payroll financing due to challenges with traditional bank lending for new contractors. [34:20] Higher return expectations in Bookhill Park's early lending days (17%+) compared to today (12-15%) due to increased private credit competition. [36:00] Impact of higher generic interest rates versus the decrease in Bookhill Park's targeted returns due to market competition. [36:50] Bookhill Park's patient capital base (personal capital, friends, family, investors) allows for selectivity in deals. [38:10] Evolution of Stirling Realty Advisors post-Perseus, focusing on national JV equity and mezzanine raising with a business partner. [38:50] Strategies for finding clients and investors: Networking at conferences (ULI), cold calling developers, and building relationships. [39:55] Business partner's departure and Moiz continuing as a sole entrepreneur with Stirling, leading to involvement in other businesses through new partnerships. [40:30] Evolution of the senior living business involvement. Initial capital raising for healthcare deals leading to a role at Meridian Senior Living. [41:20] Role as Treasurer at Meridian Senior Living. Initially part-time but became more significant, involving corporate infrastructure and learning the operations-focused nature of the healthcare business. [42:50] Financing structure of Meridian Senior Living: Real estate financed by traditional sources (opportunity funds, REITs) through leases, while operations were primarily financed by the three partners. [43:20] Involvement in raising capital for Meridian. [43:30] Managing banking relationships at Meridian. The partners had existing relationships, but Moiz also brought new ones. [44:20] Growth and evolution of Meridian: Hiring a full-time treasurer and assistant treasurer, and starting ancillary businesses (pharmacies, therapy business). [45:20] Parallel development of Bookhill Park and how relationships from the senior housing business led to healthcare lending deals. [46:00] Bookhill Park's unique lending advantage in the senior housing space: Ability to potentially take over management due to the operating company connection. [46:30] Bookhill Park's partnership with regional banks to do larger "A/B" structure loans, effectively syndicating the "A" piece. [48:30] Mobile home park business (BHP): Parallel investment with a different group of partners, attracted by limited supply and affordable housing characteristics. [50:15] Portfolio size of mobile home parks at its peak. [50:20] Opportunistic investment strategy leading to eventual exits from mobile home park projects. [50:45] Sale of a well-located mobile home park in Maryland after a short ownership period due to a strong offer. [51:30] Institutionalization of the mobile home park space over the last 15 years, leading to increased competition and higher acquisition costs, making current returns less attractive. [52:00] Challenges in the current mobile home park market: Increased broker presence and sellers having unrealistic price expectations. [52:50] Differences between mobile home park and traditional multifamily operations. [53:10] Section 8 in mobile home parks. [53:30] Potential future re-entry into the mobile home park market when institutional capital exits. [54:10] Formation of Superior Living Foundation Inc. (501c3) in 2017 by the principals at Meridian Senior Living to grow their presence in senior housing and healthcare through tax-exempt opportunities. [56:00] Avoiding conflicts of interest between the non-profit and for-profit entities. Independent board for the non-profit making decisions at market rates with multiple operator options. [57:15] Interesting financing assignments: Maritime claim settlement through Bookhill Park, involving learning about maritime law and insurance claims. [59:30] Recent closing of a 14-property skilled nursing portfolio acquisition by Superior Living Foundation. A tax-exempt bond deal with institutional buyers, aimed at growing the foundation's ability to provide healthcare services. [1:01:30] Reflection on John's early prediction of Moiz's success and their collaborative transactions over the years. [1:01:45] Moiz's experience in the ULI mentorship program with John as his mentor. [1:02:30] Value of their ongoing relationship and how it has led to successful introductions and investment opportunities, including a senior housing deal in Florida and multiple investments in a former mentee's multifamily projects. [1:04:40] Advice for young listeners on investment criteria and sponsor selection. Prioritizing the sponsor, location, and the sponsor's financial resources and "skin in the game." [1:07:00] Views on signing recourse loans. Moiz's partner's perspective on the development game. [1:08:00] Not personally willing to act as a co-GP solely for providing a guarantee. [1:08:30] Ability to bring both equity and a guarantor to a deal. [1:08:45] The unique aspect of Moiz's ability to raise capital and bring a group of investors to deals. [1:09:50] Investment philosophy and what sets Moiz apart: Creativity without a fixed "box," focusing on the story and exit, and a commitment to doing what they say they will. [1:12:00] Clarification on partnership structure: While Stirling is his sole business, almost all other ventures involve partnerships. [1:12:30] Importance of having partners to bounce ideas off of. [1:13:00] Time management strategies: Making lists, prioritizing, managing multiple transactions, relying on mental organization, and detailed calendar use. [1:14:20] Financial management: Working with an accountant and using QuickBooks for many entities. [1:15:15] Lean administrative structure. [1:16:00] Personal management of investor payouts for Bookhill Park. [1:16:30] Utilizing technology for tracking investments (example of Colin's investor portal) and the recommendation to invest in such technology. [1:17:00] Limited personal exploration of AI but an interest in future use. [1:17:30] Use of a wealth management firm with strong technology to track personal and investment financials. [1:17:45] Effectively having a "family office" through their wealth management firm's tracking capabilities. [1:18:30] Ensuring his wife knows the location of important financial information. [1:19:00] Challenging trends and unique opportunities in investments and capital markets today: Uncertainty due to government changes, tariffs, and financial market fluctuations. Lending still tough, potential impact of rising unemployment on real estate. Possible positive impact on office sector. [1:20:30] Trends in the senior housing business: Demographic upside ("silver tsunami") but challenges with increasing labor, food, and supply costs not yet matched by rent increases. Impact of stock market and interest rates on affordability. Financing and construction costs remain high. [1:22:00] Dynamics in the skilled nursing space: Reliance on Medicaid with capped payments and potential cuts creating nervousness. [1:23:15] Growth potential in healthcare in general and the role of AI. [1:23:45] Growth potential in the energy business, including passive energy. [1:24:00] Concerns and questions surrounding the office sector: Return to office trends, occupancy rates, and the efficiency of operating buildings with hybrid work models. Impact on retail demand. [1:24:45] Approach to future investments: Remaining opportunistic and open-minded across various sectors, continuing high-quality lending and partnerships, and focusing on good real estate in prime locations. [1:26:00] The unique value of Moiz's diverse experience across institutional finance, small entrepreneurial groups, agency, and principal roles. [1:26:15] Accepting that not all ventures will succeed and the importance of learning from both successes and failures. [1:26:45] Most surprising lessons learned: No guarantees in business or life, and the critical importance of personally verifying key information rather than solely relying on team members or partners. [1:28:30] Advice to his 25-year-old self: Be curious, be patient, be a hustler, slow down (balance opportunism with thorough execution), and be passionate. [1:29:55] Priorities of family, work, and giving back: Family is paramount with a focus on spending time with his children. Strong emphasis on giving back in the education space, both domestically and internationally. [1:30:30] Supporting various educational organizations. [1:31:30] Final question: What would a billboard on the Capitol Beltway say? "Trust your gut." [1:32:00] Reflection on times when trusting his gut paid off and, more significantly, times when ignoring his gut led to negative outcomes. [1:32:20] Accepting missed opportunities without regret. [1:33:20] Thank you and closing remarks. Similar Episodes Brad Olsen Shekar Narasimhan Ken Bacon Willy Walker

Selby Bush Lilley is a master of her craft and a corporate mom who works. This episode runs the full spectrum of what it means to be a mom who works at a high pressure job-- especially as a woman who never expected to be a mom who works! Listen in. You can find Selby on Instagram at @SelbyBushLilleySelby Bush Lilley is a global external affairs leader with more than 18 years of experience managing government affairs, community relations and communications strategy throughout the energy and resources industries.Selby serves as the Regional Vice President of External Affairs and Communications for Sempra Infrastructure, a leading North American energy infrastructure company.Prior to joining Sempra Infrastructure, Selby served as the Head of Corporate Affairs - Petroleum for BHP, a global top 50 company by market cap. In this role, Selby led the government and community relations teams that supported BHP's Petroleum assets across the globe – including Australia, Mexico, Canada, the United States, and Trinidad and Tobago.Prior to joining BHP, Selby spent nine years managing state government affairs for the largest gas pipeline in the US at Williams. In this capacity she managed the political strategy and execution for more than $7B in infrastructure expansion projects. Before joining the private sector, Selby served on the legislative staff of United States Senator Tom Coburn from Oklahoma and worked on the Republican National Committee's “Victory 2008” campaign as a State Communications Director.Selby also serves as an adjunct faculty member at The George Washington University's Graduate School of Political Management.Selby holds a Bachelors of Arts in Communications from Cameron University and a Master's of Professional Studies from The George Washington University's Graduate School of Political Management.  Selby serves on the Board of Directors for The Women's Home in Houston, Texas and is an active member of Impact 100 Wichita Falls. She is a sustaining member of the Junior League of Houston and has served on the boards of several non-profit organizations including The National Parks of New York Harbor Conservancy, The Immunization Partnership and the Junior League of Houston. Selby was named as one of Oil and Gas Investor Magazines “40 Under Forty” in 2020 and was awarded the Arkansas Traveler Award in 2008 by then Governor John Beebe, in recognition of her commitment to community service.Selby resides in Wichita Falls, Texas with her husband Dave Lilley and their two year old son, Conrad.

Last episode having offered his rapid reactions in the hours after President Trump's tariff announcement, on Friday 4 April Darren was joined by Dr. Huw Mackay to talk through the economics and financial market angles, a full day after the tariff announcement. How did markets react and what might that tell us about the days and weeks ahead? How will companies be thinking about these events, and what advice would Huw offer to governments around the world on how they ought to manage this policy challenge? Huw, a former Chief Economist at BHP, offers a vital perspective from the private sector on big questions not just of economics but of geopolitics and foreign policy. Fair warning: the first part of the discussion is extremely wonky, but nevertheless essential, because understanding the potential macroeconomic impacts of these tariffs is a precondition for analysing their impact on geopolitics and the international economic order. Australia in the World is written, hosted, and produced by Darren Lim, with research and editing this episode by Walter Colnaghi and theme music composed by Rory Stenning. Relevant links Huw McKay (LinkedIn): https://au.linkedin.com/in/huw-mckay-6ab582ab Huw McKay, “How the West can shore up its strategic metals supply chain”, Lowy Interpreter, 28 Feb 2025: https://www.lowyinstitute.org/the-interpreter/how-west-can-shore-its-strategic-metals-supply-chain William Dalrymple, The Golden Road (2024): https://williamdalrymple.com/books/the-golden-road Jordan Schneider, China Talk (podcast): https://www.chinatalk.media/p/podcast-corruption-spies-tiananmen

Datshiane Navanayagam is joined by two women from the UK and Australia whose personal experience of menopause and perimenopause has led them to advocate for better support at work.Madhu Kapoor is a writer and menopause awareness campaigner. She experienced a range of physical and psychological symptoms during perimenopause in her early 40s which led to her resigning from her senior position in the British government department. Now she uses her two decades spent in HR and recruitment to shape workplace standards through her company M for Menopause and advices women on navigating the challenges she also faced.Grace Molloy is a registered nurse and CEO of Menopause Friendly Australia – an organisation that provides support and accreditation to companies looking to create workplaces that are responsive to the needs of menopausal women. Its members include Commonwealth Bank, global professional services firm Accenture, BHP, the Parliament of WA and St John WA. Molloy has been honoured as Western Australia's Telstra Best of Business Award winner in the Accelerating Women category, helped 250,000 people make the workplace more menopause-friendly and gave evidence at last year's landmark Australian Senate inquiry into issues relating to perimenopause and menopause.Produced by Hannah Dean and Emily Naylor(Image: (L) Madhu Kapoor courtesy Madhu Kapoor. (R) Grace Molloy credit Ross Swanborough.)

Education Stocks: Winners and Losers Stadio: Strong performance with double-digit growth and 50,000+ learners. Benefiting from a shortage of university spaces and the struggles at UNISA. Potential for further growth through distance learning and university status. ADvTech*: Long-term holding with solid but not as aggressive growth. Strong presence in tertiary education and schools. Expansion into East Africa showing promise. Curro: Disappointing results with flat learner numbers and write-downs on buildings. Struggles may be due to internal issues or broader economic pressures on lower-income consumers. Commodity Movers: Copper & Rhodium Copper: Near all-time highs due to demand from EVs, data centers, and energy transition. Companies like BHP*, Anglo, and Rio ramping up production. Simon is playing the copper trade through BHP Group. Copper | Weekly | 25 March 2025 Rhodium: Seeing a price recovery after a prolonged downturn. Benefiting PGM miners, though still far from peak levels. Platinum & Palladium: Relatively stable within established price ranges. BYD's Breakthrough in Battery Tech BYD claims a five-minute charge for 400 km range, setting a new benchmark for EVs. Outpacing Tesla and other competitors in rapid-charging efficiency. Dominating the affordable EV space with sub-$10,000 models. Tesla's Market Share Decline in Europe Tesla's share of the European BEV market dropped from 21% to 9.6%. Competitive pricing from BYD and lack of Tesla model updates. CEO Elon Musk's political involvement potentially affecting brand perception. Remgro: Growing Discount to NAV Reported net asset value (NAV) of R276.89, but share price only R155. The discount to NAV is reaching extreme levels. Historically, Remgro traded at a much smaller discount, raising questions about potential revaluation. Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order 00:00 Market Overview and Education Stocks 06:51 Commodities: Copper and Rhodium Insights 13:34 Electric Vehicle Market Dynamics 18:02 Remgro's Financial Performance and Valuation Insights    

Wie schützt man sich gegen Inflation? Dazu habe ich eine exzellente Hörerfrage bekommen - und diese beantworte ich gerne sofort. Legen wir los!
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Ein wichtiger abschließender Hinweis: Aus rechtlichen Gründen darf ich keine individuelle Einzelberatung geben. Meine geäußerte Meinung stellt keinerlei Aufforderung zum Handeln dar. Sie ist keine Aufforderung zum Kauf oder Verkauf von Wertpapieren.
 Offenlegung wegen möglicher Interessenkonflikte: Die Autoren sind in den folgenden besprochenen Wertpapieren bzw. Basiswerten zum Zeitpunkt der Veröffentlichung investiert: BHP & Rio Tinto.

Ian Wagner interviews Fabian Baker from Kingsrose Mining at the PDAC conference. They discuss the company's strategic focus on exploration opportunities, particularly the acquisition of the Jakon project in Finland and the ongoing partnership with BHP. Baker elaborates on the unique structure of their alliance with BHP, which allows for significant funding without equity dilution. The conversation also covers the Penikat project, highlighting its potential as a high-grade PGE resource, and concludes with insights into the company's acquisition strategy and future prospects.

In this episode of The Ethics Experts, Nick and Gio welcome Andrew McBride. Andrew McBride is the CEO of Integrity Bridge LLC, a consulting practice offering strategic & operational compliance support for companies. Andrew has over 25 years of compliance experience, at an international law firm and several multinational companies in the Americas, Europe and Australasia. In his most recent role as Chief Risk & Compliance Officer at Albemarle Corporation, he built a new ethics and compliance program, and recruited a new team, against the backdrop of an FCPA investigation. The investigation was resolved by way of a Non-Prosecution Agreement with the U.S. Department of Justice and Cease & Desist Order with the U.S. Securities and Exchange Commission. As part of the resolution, Albemarle secured a 45% reduction in penalty due to its co-operation with the investigation and the compliance program that was built, the largest FCPA % penalty reduction to date. In recognition of these efforts Albemarle was awarded Compliance Program of the Year by Compliance Week in May 2024. In parallel to the FCPA investigation and business ethics efforts, Andrew played a key role supporting Albemarle's commitment to sustainability including UN Global Compact membership, management of the company's human rights framework and support for the company's successful efforts to achieve certification against the Initiative of Responsible Mining Assurance (IRMA)'s Mining Standard. Prior to Albemarle, Andrew was Associate General Counsel Compliance at BHP, Senior Antitrust Counsel at BP and Managing Associate at Linklaters. Andrew is admitted to practice law in England, Western Australia & California. He is also a Certified Fraud Examiner.

Selected among less than 1% of global projects over three years, Electrum Discovery is catching BHP's attention in the race for tier-one copper-gold deposits.In this exclusive interview, CEO & Executive Chair of the Board Dr. Elena Clarici shares why BHP chose Electrum Discovery (TSX-V: ELY | FRA: R8N | OTC: ELDCF) for their prestigious Explorer Accelerator program from over 400 companies in 2024. Tune in to learn about their strategic position at the Tethyan Belt in Serbia, ranked as Europe's fifth-best mining jurisdiction, and how their Timok East Project could parallel one of the region's most prolific copper-gold complexes. Dr. Clarici also discusses their second project's golden opportunity amid surging precious metal prices and shares insights on why their current valuation might present a unique entry point for investors.Join us for an in-depth look at how this emerging explorer caught the eye of one of the world's largest mining companies and their plans for 2025.Learn more about Electrum Discovery and its projects: https://electrumdiscovery.com/Watch the full YouTube interview here: https://youtu.be/vm_9h9fqc2gAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1