Podcasts about Bhp

In this episode of Mining Stock Education, host Bill Powers interviews natural resource investing expert Rick Rule from Rule Investment Media. Rick shares how his jurisdictional contrarian courage led him to a Russian 100-bagger immediately after the fall of the Berlin wall as well as insane profits in Peru and Congo. He reflects on his 2025 portfolio performance and what he learned. Rick provides insights into the recent silver stream sales by BHP and Lundin Gold and what they mean for the industry. He comments on Lara Exploration and shares his experience with André Gaumond as Rick was the largest shareholder of Virginia Gold Mines at one point. Learn from one of the junior mining industries best participants and educators in this MSE episode. 0:00 Intro 0:26 “Third best year of my career” 5:32 Recent BHP & Lundin Gold Silver Streams 12:21 Lara Exploration 15:03 André Gaumond & Virginia Gold Mines 18:47 Investing in pure explorers 21:06 Analyst gold & silver prices for valuing miners 23:13 Precious metals euphoria 25:14 Junior Mining Management is better now than 10yrs ago 28:43 Insane profits via jurisdictional contrarian courage 33:36 Russian 100-bagger 37:57 Platinum & palladium upward move 39:24 PDAC 40:21 Why you must grow your network 44:04 Rule Investment Media offerings Rule Symposium July 6-10 in Boca Rotan, FL: https://cvent.me/XOqdLa?via=mse If you would like Rick to review your mining stock portfolio reach out to him at: https://ruleinvestmentmedia.com/ Rule Investment Media YT channel: https://www.youtube.com/@RuleInvestmentMedia Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

The ASX 200 rose 106 points to 9128 (1.2%). Banks were slightly higher with WBC up % and the Big Bank Basket rose to $310.41 (0.5%). MQG had an anaemic 0.3% rally. Financials were better with GQG up 3.3% and ZIP soaring 9.4%. NWL and HUB also rallied. Insurers flat. REITs mixed, SCG up 0.3% and MGR falling 1.0%. Healthcare mixed, CSL flat, RMD down 2.7%. Tech was the place to be following a US rally and the WTC results and job losses. WTC rose 11.1% kicking the All -Tech Index up 4.0% with XRO up 5.5% and IRE jumping 9.6% on better-than-expected results. MP1 bounced 9.8% as volatility continued. Industrials mixed, WOW soared 13.0% on much better results, JBH rallied 0.9% and WES continued lower. TAH hit the jackpot on results rising 23.5%. REA and CAR both trundled higher. In resources, BHP hitting record highs again up another 3.2%. FMG jumped 4.7% on results. RIO joined in too. Gold miners were mostly better, NST up 2.1% and EVN up 3.3%. Lithium stocks jumped again, PLS up 2.8% and MIN up 1.5%. LYC jumped 7.9%. Copper stocks also in demand, SFR up 2.2%. Uranium stocks picked up pace, PDN up 4.0% and NXG rising 3.7%.In corporate news, DMP dumped 11.1% on sales and margin issues. FLT softer on reaffirmed guidance. IRE rallied 9.6% on results and AX1 soared 19.9% after beating H1 and the dividend. DRO also had a good day, up 12.6%, after net profit jumped 367%. Still only $3.5m.On the economic front, Australian monthly CPI came in a 3.8% as expected. 3.4% on the core CPI. Slightly above forecasts. Rate rises still on the table.Asian markets came back online with Japan up 2.4%. China up 1.2% and HK rising 0.8%.US Futures slightly firmer. Dow up 4 and Nasdaq up 29 on SOTU Address.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

Aussie stocks stalled today, drifting lower for a third session as global uncertainty took hold. Despite an early climb, the index succumbed to a late fade, echoing a weak Wall Street lead where the S&P 500 slumped on AI disruption fears and the official start of President Trump’s trade tariffs. A 10% levy on all global imports took effect this afternoon. Energy and Materials sectors provided the only sparks, with the latter hitting a record high as BHP cracked a fresh peak. Lithium miners Liontown and Pilbara Minerals also surged following a price rebound. In reporting news, Viva Energy and Woodside jumped after beating expectations, but Adore Beauty plummeted 28% as deep discounting savaged margins. Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Each episode, they break down the day's market movements and explain what the numbers really mean. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

The ASX 200 opened firm, slipped then rallied off lows as US futures stayed positive. We closed down only 4 points to 9022. Banks made a comeback, NAB up 1.0% with WBC up 1.5% and the Big Bank Basket up to $309.01 (0.3%). Financials elsewhere were smacked down on private equity fears, AI concerns and bears playing havoc post results. MQG dropped 3.6% on PE concerns, RPL rallied hard on better results, up 4.8% and NGI came under extreme pressure down 5.4%. MAF continued lower. ZIP fell another 6.4%. Insurers also fell, QBE off 1.6%. REITs too under pressure, GMG down 2.6% and SCG falling 1.1%. Industrials were mixed, WES down 1.8% and REA off 3.9% with tech under extreme pressure again, WTC fell 3.7% and XRO down 4.6% with the All-Tech Index down another 3.1%. Retail under pressure too, SUL off 2.5% and PMV falling 1.9%.Resources were generally firm. BHP hit record highs, up 1.4% with RIO slipping 1.1% on some broker downgrades, FMG up 1.1%. Golds firmed then slid slightly as bullion prices came off the boil, NST up 1.6% and EVN up 0.8%. Lithium stocks went nuts, PLS up 8.0% and LTR rising 8.7%. Oil and gas stocks rose, WDS results cheered, STO up 0.4% and uranium stocks mixed.In corporate news, MND pushed 5.9% higher on better than expected results, WDS managed a small rise after 24% drop in profits. NEC rallied 0.5% on numbers, VEA rose 8.1% after a stronger number. ARB had a shocker, falling 13.1% after a 17% drop in profits. KLS had a good day, up 7.8%, after announcing the sale of its tourism business.On the economic front, Australian consumer confidence rose 3.1 points last week to 80.2.Asian markets came back online with  Japan up 0.9%. China up 1.3% and HK falling 1.9% US Futures slightly firmer. Nasdaq up 120 - S&P 500 up 22.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

The ASX 200 gave back 55 points to 9026 (0.6%). US futures turned negative early and banks slid, the Big Bank Basket down to $308.21 (-1.0%). MQG also down 2.4% on concerns with private equity and fund managers. Financials generally were weaker across the board, REITs slumped too, GMG down 3.6% and VCX off 3.1% with industrials sliding. WES down 1.7%, REA off 1.8% with retail falling, JBH off 1.9% and LOV down 1.4%. Tech once again on the nose, WTC falling 5.2%, XRO down 2.9% and the All-Tech Index falling another 3.3%. In healthcare, CSL fell 3.8% on tariff news, and COH off 1.7%.In resources, BHP rose 1.3% as commodity stocks ran hard on falling USD. Lithium stocks picked up, PLS up 4.6% and MIN rising 5.0%. Gold miners powered ahead, NST up 3.4% and GMD up 5.4% with KCN rallying 8.8%. Oil and gas stocks fell, despite tensions in Iran and US snowstorms. Uranium stocks mixed, PDN down 3.8% and BOE off 3.2%.In corporate news, KGN rose 5.5% on slightly better number and an increased dividend.  LLC fell after a surprise loss. PRN tumbled 13.8% after softer numbers, ASB fell 11.0% on accounting qualifications despite record order books. IMD delivered a strong result. In economic news, mortgage demand rose 12.3% to a four-year high.Asian markets were better, China still closed, but HK up 2.3% and South Korea hitting new records. Japan closed for Emperor's Birthday.European markets opening lower on a resumption of the tariff war.Dow futures down 311 Nasdaq down 238. —Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

Space isn't science fiction anymore, it's an $880 billion industry today.From satellites and GPS to defence, telecoms and the coming SpaceX IPO, we break down what the “space economy” actually is and how to invest in it. Then we zoom back to Earth: earnings season volatility, bank profits, BHP's copper moment, and why Australia earns more from beer tax than petroleum resource rent tax.Plus, the community portfolio expands with a pitch from Dave.In this episode:0:00 Intro1:12 Earnings season roundup: banks, BHP, and volatility4:34 Beer tax vs resources tax + IMF housing warning6:38 Community portfolio update: can we beat the ASX 200?8:18 Stock pitch: NVU (ASX:NVU) and the AI pivot14:49 What is the space economy, and what counts as “space”?21:43 Space investing: indices, listed companies, and SpaceX IPO watch25:47 Space ETFs: ARKX, UFO, ROKT, and JEDI under the hoodStocks & ETFs mentioned in this episode: Commonwealth Bank of Australia (ASX:CBA), Macquarie Group (ASX:MQG), National Australia Bank (ASX:NAB), Judo Bank (ASX:JDO), BHP Group (ASX:BHP), Woodside Energy Group (ASX:WDS), Nick Scali (ASX:NCK), Cochlear (ASX:COH), Webjet (ASX:WEB), Catapult Group International (ASX:CAT), Playside Studios (ASX:PLY), NVU Limited (ASX:NVU), NVIDIA (NASDAQ:NVDA), Lockheed Martin (NYSE:LMT), Boeing (NYSE:BA), BAE Systems (LSE:BA.), Airbus (EPA:AIR), Planet Labs (NYSE:PL), Rocket Lab (NASDAQ:RKLB), AST SpaceMobile (NASDAQ:ASTS), EchoStar (NASDAQ:SATS), Intuitive Machines (NASDAQ:LUNR), ARK Space Exploration & Innovation ETF (NYSEARCA:ARKX), Procure Space ETF (NASDAQ:UFO), SPDR S&P Kensho Final Frontiers ETF (NYSEARCA:ROKT), Space Innovators ETF (JEDI)———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch 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. Hosted on Acast. See acast.com/privacy for more information.

US Supreme Court rejects President Donald Trump's tariffs, what does it mean for Australian exporters? Plus, BHP's Australia President Geraldine Slattery on its net profit surge.See omnystudio.com/listener for privacy information.

The ASX 200 lost 5 points to 9081 for its first down day this week. No Freaky Friday drop! For the week, the index is up 1.8%. Banks leading the way again, the Big Bank Basket up to $311.23 (+0.9%). MQG fell 1.6% with other financials slipping again, ZIP eased 3.8% after an early rally. Insurers though firmed on a better set of numbers from QBE, up 7.1% and SUN up 1.8%.  REITs were slightly firmer, industrials slipped lower, ALL down 4.6%, WOW and COL slid, TLS off 0.6% and REA dropping 0.6%. Retail also fell led by JBH off 1.2% and GYG crashing 13.9% on results and US update. Healthcare eased back, CSL off 0.6% and COH continuing lower. PME dropped 2.1% and RMD fell 0.6%. Tech was once again back on the noise, WTC off 3.8% and XRO falling 3.7% with the All-Tech Index off %.Resources were mixed, RIO fell 3.1% on results whilst BHP held firm. Gold miners were mixed with results falling, NEM down 4.9% on numbers, GMD off 3.1% on its numbers. Lithium stocks fell, PLS down 4.6% on results, and LTR off 6.4% with results from MIN failing 5.3% to help sentiment. In the oil and gas space STO dropped 0.9% and uranium stocks were ok, PDN up 5.4% on Canadian approvals.In corporate news, ING dropped as it cut its poultry forecast. NEM off 4.9% on its results, ASB awarded a $4bn contract from the ADF and TLX jumped 14.5% as it guided higher revenues.On the economic front, nothing today, in the US, we may get the tariff ruling and we have Core PCE.In Asia, HK back from holidays, down 0.6% and Japan down 1.3%.US Futures up. DJ up 62 Nasdaq up 42—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

The ASX 200 kicked higher again. Four days in a row, up 79 to 9086 (0.9%). Up nearly 2% this week. Off record highs as jobs data provides reasons for the RBA to raise rates again. Super Thursday and results dominated, some good, some terrible. Banks firmed yet again, certainty. The Big Bank Basket rose to $308.43 (+1.4%). NAB up 2.4% and WBC up 2.7%. MQG also had a good day up 1.6% with insurers better and financials generally firming, ZIP came undone on disappointing guidance and bad debts.  Down 34.4%. MPL also fell 5.6% on some misses on the numbers.  REITs slid with GMG down 4.0% on results, Industrials were patchy, WES fell 5.6% with ALL and JBH falling away. Healthcare was better, CSL up 1.0% and RMD up 1.5%. Tech was better again, WTC up 1.9% and XRO rising 0.8%. HSN kicked again on broker calls. MAQ also firmed on a new debt facility. TNE also a good bounce on broker upgrades. The All-Tech Index continued higher, up 1.1%.Resources were also firm, BHP and RIO pushing ahead, gold miners better, GMD up 1.9% on results, NEM up 1.4% and oil and gas stocks rallied hard on crude pushing up on Iran fears. STO up 5.6% and WDS up 4.5% with uranium stocks better too. PDN up 5.5% and LOT rising 4.3%.In corporate news, plenty around. HUB surged 14.2% on good numbers. LIC dropped 7.1% after profits fell, TLS gained 3.6% on better numbers and rise in dividends. SHL and NWH also rising on better numbers.On the economic front, jobs numbers came in as expected but 4.1% headline rate gives RBA reasons to raise again perhaps.In Asia, South Korean markets hitting new records. China and HK closed. Japan up 0.9%US Futures up. DJ down slightly Nasdaq up 2 pts!—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Todayhttp://bit.ly/mt-trial-podcastJoin Marcus TodayUse code MTPODCAST for 10% offhttp://bit.ly/mt-join-podcast-offerMT20 – Managed ETF PortfolioA professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.http://bit.ly/mt20-podcastPrinciples – How We Think About InvestingA short video series on timing, behaviour, and decision-making. No stock tips.http://bit.ly/mt-principles-podcast—DisclaimerThis podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

Ian Verrender, ABC's Business and Finance Editor, joined Philip Clark on Nightlife to discuss the latest in economic, business and finance news.

On The Money Café this week, Alan Kohler and James Thomson discuss SGH's new bid for BlueScope Steel, take a look at BHP and copper, dive into the latest AI developments, share their thoughts on the Coalition changeover, and answer questions on climate change, insurance, housing, and more.See omnystudio.com/listener for privacy information.

Chantal Marx of FNB Wealth & Investments unpacks BHP's half-year numbers and what's behind Afrimat's latest update. Tinus Rautenbach of Clarity by Investec on the new wave of increasingly sophisticated investment scams. Xero's Colin Timmis on the emotional toll of running an SME – and why the pressure goes beyond the balance sheet.

The Aussie market extended its winning streak for a third session, with the ASX 200 briefly scaling the 9,000-point peak for the first time in a week. The Financials and Property sectors led the charge, while Materials lagged due to a retreat in gold prices and profit-taking in BHP. NAB was a standout, surging to a record high on the back of a strong quarterly profit lift. Both Superloop and Netwealth soared, and health insurers Medibank and NIB also climbed after the government approved the largest premium hikes since 2017. However, Santos announced job cuts amid a profit slump, and Suncorp faced pressure from rising disaster claims. All eyes now pivot to tomorrow’s "Super Thursday," featuring heavyweights like Rio Tinto, Telstra, and the critical Aussie jobs report. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

The ASX 200 kicked higher again. Three days in a row, up 48 to 9007 (0.5%) despite CBA going ex-dividend. Record high back in sight. NAB was the standout today on Q1 results beating expectations, up 4.1%. The Big Bank Basket up to $304.05 (0.2%), financials kicked higher too, MQG up 0.6% and private health insurers roared ahead on government price changes. MPL up 6.0% and NHF up 5.0%. ZIP jumped 8.0% ahead of results, CGF also ran hard on results, up 8.3%. REITs firmed, GMG up 0.9% and SCG rising 1.3%. Industrials were firm too, QAN up 1.0%, TCL up 1.2% and ALL doing well up 2.3%. JBH fell back a little, healthcare still mixed, SIG down 1.0% and COH off 1.0%. In the tech space, some wins starting to hit the screens, TNE up 8.2% on guidance, XRO up 1.8% and HSN soared 16.4% on better-than-expected results.In resource land, BHP slid 0.9% as copper drifted lower, RIO up 1.3% and FMG up 0.5%. Gold miners eased back as bullion prices fell on Lunar New Year. GMD down 2.9% and NST dropped 0.7%. CSC had a shocker falling 14.0% on very disappointing results and guidance. Lithium stocks bubbled higher, LTR roaring ahead, up 6.2% with PLS up 2.3%. BSL rose 2.6% on an increased bid from SGH. STO fell 0.6% on another disappointment. Uranium stocks bounded ahead, PDN up 5.6% and DYL up 4.4%.In corporate news, SLC rose 18.2% on an acquisition and better than expected results. AFG rallied off lows after better numbers. Brokers are back. SUN fell 4.4% as profits fell short.In economic news, the RBNZ left rates unchanged. Locally, the wage price index rose 0.8% in the December quarter and 3.4% annually.US futures up. Dow Jones up 35 points, Nasdaq up 60.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Todayhttp://bit.ly/mt-trial-podcastJoin Marcus TodayUse code MTPODCAST for 10% offhttp://bit.ly/mt-join-podcast-offerMT20 – Managed ETF PortfolioA professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.http://bit.ly/mt20-podcastPrinciples – How We Think About InvestingA short video series on timing, behaviour, and decision-making. No stock tips.http://bit.ly/mt-principles-podcast—DisclaimerThis podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

Trends Beleggen is een podcastkanaal van Trends. Meer info en advies voor uw beleggingen op www.trends.be/beleggen. Elke dag beleggingsadvies in uw mailbox, registreer u gratis op één van de e-newsletters op www.trends.be/newsletters. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wheaton Precious Metals announced a major expansion of its silver exposure at Antamina through a new agreement with BHP. Elemental Royalty Corp announced its inaugural dividend policy of US$0.12 per Elemental common share. Lundin Mining released results from its integrated Preliminary Economic Assessment on the Vicuña district. Li-FT Power has commenced drilling at the Yellowknife Lithium Project. New drill result out from Andina Copper. Sierra Madre Gold and Silver provided an update on the progress of the planned two-stage expansion at its La Guitarra silver-gold mine complex.This 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 Resources 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

Tom Zaunmayr talks to Sam Jones about why a Gnowangerup family's investment in export infrastructure is getting attention. Plus: Red metal tops iron ore at BHP; Mt Lawley campus set for development; Brownes strong despite 'limbo' from stalled sale.

Chantal Marx, hoof van beleggingsnavorsing by FNB Wealth & Investments, gesels oor die rand se beweging, eiendomsaandele, BHP se reuse-transaksie, en gerugte dat dele van ArcelorMittal gekoop gaan word.nts Volg RSG Geldsake op Twitter

Pablo García, director general de Divacons Alpavalue, pone el foco en compañías como BHP, Intercontinental Hotels, Vicat, Scheider Electric y Vonovia.

The Aussie market pushed higher for a second day, though gains were modest as investors navigated a quiet global lead with US and Chinese markets closed. The Materials sector did the heavy lifting, propelled by BHP which surged to a fresh all-time high. The company's half-year results stunned the market, as copper earnings surpassed iron ore for the first time, driven by a global push for electrification and AI infrastructure. Reporting season drama provided the day's biggest swings elsewhere. Baby Bunting soared after a 25% sales jump, while A2 Milk and JB Hi-Fi extended yesterday's post-earnings rallies. However, it wasn't all one-way traffic; Reliance Worldwide tumbled as US tariffs and weak housing demand dented profits, and Seek fell despite an adjusted profit beat as investors fretted over a massive write-down of its Chinese investment, Zhaopin. 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.

In tonight's BizNews Briefing, Alec Hogg leads with a SENS-driven round-up: BHP's copper-led earnings, Afrimat's mixed operating picture and Blue Label's new energy-trading licence. David Woollam then weighs in on Tongaat Hulett, saying accountability gaps remain despite heavy professional-fee spend. Dino Zuccollo explains why UK property-backed private debt still appeals for defensive sterling income. The programme closes with Bloomberg's warning that AI demand is tightening global memory-chip supply.

It was another positive day for the local index as corporate earnings season continues to deliver some massive results. The ASX 200 finished the day up 21.8 points, closing at 8,958.90.The headline story today - BHP absolutely stunned the market with its half-year results.See omnystudio.com/listener for privacy information.

This evening we dive into the latest market movements with Exness, we speak to the South African Reserve Bank about its proposal to scrap the prime lending rate, Blu Label discusses its acquisition of an energy trading licence, we unpack BHP's silver streaming deal with Rozendal Partners, we hear from Aions Venture on the state of SME funding, and we look at the recent plan to expand the V&A waterfront. SAfm Market Update - Podcasts and live stream

Wednesday 18 February 2026 BHP announces a bumper half year profit as its copper division earnings surpass iron ore. The minutes of last fortnight’s Reserve Bank board meeting suggest another rate hike is possible. The IMF calls on Australia to cut income taxes and lift the GST. Angus Taylor announces his new frontbench. The real story about Winter Olympic ski jumpers having injections into their penises to gain an advantage. Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - this week, the kids’ money blueprint. 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.

Wednesday 18 February 2026 The top five business stories in five minutes, with Sean Aylmer and Michael Thompson. BHP bumper profit, dividends Rate hikes on RBA agenda Taylor’s new frontbench IMF calls to lift GST Doctor admits injecting skier Hit follow on the podcast so you don’t miss the latest news. Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - this week, the kids’ money blueprint. 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.

For the first time, copper has passed iron ore as the main source of revenue for BHP. Vandita Pant, Chief Financial Officer at BHP, speaks to Andrew Geoghegan at Ausbiz about the company's bumper half-year results.Fear & Greed is proud to partner with Ausbiz, Australia's leading provider of live and on-demand video of the latest news in Australian business, markets, economy and startups. Sign up for free at ausbiz.com.auFind out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Pendant que les Européens jouaient au solitaire sur leurs terminaux Bloomberg, une ombre plane sur les marchés : l'Intelligence Artificielle. Hier thème de génie, aujourd'hui croque-mitaine universel. En 14 jours, c'est 1 000 milliards de dollars qui sont partis en fumée sur le secteur du Software. Psychose ou réalité ? On fait le point sur ce "grand remplacement" technologique qui fait trembler les traders. Au menu ce matin :

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. BHP results boost ASX Angus Taylor tackles childcare Company results wrap Major energy project blowout $100m Pentagon drone challenge Join our free daily newsletter here.Support the show: http://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Hastie named the Shadow Industry Minister. Tim Wilson appointed the Shadow Treasurer. Plus, BHP's revenue for the half year is ahead 11 per cent to $27.9 billion.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. BHP results boost ASX Angus Taylor tackles childcare Company results wrap Major energy project blowout $100m Pentagon drone challenge Join our free daily newsletter here.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Global stocks and bonds were little changed in holiday-thinned US trading, while European shares edged higher, supported by gains in financials ahead of key earnings results. In commodities, oil prices rose ahead of US-Iran nuclear talks, while gold slipped in thin trade as the US dollar strengthened. Back home, the ASX is expected to open higher on Tuesday, with investors focused on earnings from BHP, Challenger and Seek. 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.

Aussie shares edged up about 0.25% as earnings season ramps with almost 100 results due. Tech led gains after steep falls while materials and miners slipped amid Rio Tinto’s Guinea shutdown and iron ore near US$97 a tonne. Highlights: A2 Milk Company beat forecasts, Treasury Wine Estates swung to a $649m loss, Qube Holdings takeover agreed and JB Hi-Fi posted record sales. BHP results and Thursday jobs data are next. 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 US bond and stock markets were closed Monday for Presidents' Day. That means we have no Wall Street lead for today's ASX. SPI futures are up 15 points and suggest the ASX will open modestly higher. The news of the day will be dominated by the release of BHP's latest results. The market will be looking for further clarity around their current negotiations around iron ore pricing with China. Commodity contracts still changed hands, with oil edging up as the world awaits Iranian developments, while gold slipped back on thin trading. Industrial metals in London were generally lower. China is on Lunar New Year holiday all week so news flow from the biggest consumer will be muted. I wouldn't expect much from any of them for now.BHP - SEK - JDO results—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Todayhttp://bit.ly/mt-trial-podcastJoin Marcus TodayUse code MTPODCAST for 10% offhttp://bit.ly/mt-join-podcast-offerMT20 – Managed ETF PortfolioA professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.http://bit.ly/mt20-podcastPrinciples – How We Think About InvestingA short video series on timing, behaviour, and decision-making. No stock tips.http://bit.ly/mt-principles-podcast—DisclaimerThis podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

Not much to report overseas from overnight, as Wall St was closed for the President's Day public holiday. What to watch today:Jumping straight into today's news, the ASX200 is set to jump 0.2% at the open to extend on yesterday's gains. Today's major story is the results of mining giant BHP (ASX:BHP), which reported a 25% jump in underlying EBITDA to US$15.5 billion,  a net operating cash flow of US$9.4 billion, which is up 13%, and a dividend of 73 US cents per share, which is up from 50 US cents this time last year. Additionally, funds manager Challenger Ltd (ASX:CGF) reported their results, with statutory net profit up $72 million to $339 million, and a fully franked dividend of 15.5 cents per share, which is up 7%. They also announced an on-market share buyback of $150 million. Keep an eye on other notable companies who are due to release today, including Seek (ASX:SEK), Judo Capital (ASX:JDO) and Reliance Worldwide (ASX:RWC). So far this reporting season, 53 companies have reported their results, with 18 beating expectations, 21 in line with expectations, and 14 misses. After their results yesterday, Bell Potter's research team have maintained their Hold rating on the a2 Milk Company (ASX:A2M), however reduced their 12 month target price from $9.70 to $9.55 per share, based on their key guidance figures heading into the next year. They also maintain a hold rating on shipbuilder and defence contractor Austal (ASX:ASB), with a 12 month price target of $6.60 per share, which is down from their previous price target of $8 per share. This comes after its EBIT guidance was downgraded 18.5%, due to the discovery of accidental double counting of US$17.1 million of incentives during the preparation of its latest accounts. Finally in commodities, Gold is trading down just over 1% at US$4990 per ounce, while silver has dropped 1.8% to $76.50 US$ per ounce. Crude Oil is up 1.4%, to US$63.80 per barrel. 

The Aussie market clawed back last week’s losses as a resurgence in Materials and Health Care offset a late fade in the banks. Insurers were hammered by fresh AI disruption fears, following the US launch of an AI-powered comparison tool by Insurify, which sparked a heavy sell-off for local companies like Steadfast and IAG. In the resources space, Uranium stocks and BHP advanced, and Pilbara Minerals also found support after locking in a major lithium offtake agreement. However, G8 Education crashed nearly 20% after scrapping its dividend and flagging a massive $350 million write-down. Attention now pivots to a high-stakes Wednesday, with CBA and CSL set to headline the busiest day of the reporting season so far. 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.

Tonight on the BizNews Briefing: Col Chris Wyatt on ANC-Iran relations, Prof Theo Venter on alleged political-policing overlap, Bloomberg's take on Keir Starmer's leadership strain, and Peter Major's Wealth Building view on Orion Minerals after added recognition from BHP.

W 399. lekcji podcastu udajemy się na wirtualny spacer po laboratorium chemicznym. Poznasz angielskie słownictwo niezbędne do bezpiecznej pracy (BHP): od środków ochrony osobistej (PPE), przez procedury SOP, aż po obsługę digestorium (fume hood). A także, czy inflammable oznacza "niepalny", czym różni się vial od test tube oraz jak po angielsku nazwać aparaturę (np. wirówka, wagosuszarka) oraz szkło laboratoryjne (zlewka, kolba Erlenmeyera).------Rozdziały--------(0:00) – Start(0:21) – Intro(1:21) – Podziękowania(1:33) – Podstawy podstaw(3:01) – Bezpieczeństwo(8:34) – Sprzęt i aparatura(14:10) – Szkło laboratoryjne(18:40) – Outro----------------------Jeżeli doceniasz moją pracę nad podcastem, to zostań Patronem KNA dzięki stronie https://patronite.pl/kwadrans. Nie wiesz czym jest Patronite? Posłuchaj specjalnego odcinka: https://kwadransnaangielski.pl/wsparcieDołącz do naszej społeczności na stronie https://KwadransNaAngielski.plLekcji możesz słuchać na Spotify albo oglądać na YouTube.Wszystkie nowe wyrażenia z tej lekcji w formie pisemnej są dostępne na stronie https://kwadransnaangielski.pl/399#polskipodcast #kwadransnaangielski #angielski

This week on Talking Wealth, Janine answers the important questions about the next Iron Ore price rally and what it means for BHP and RIO's growth in 2026. She compares current industry forecasts with her own analysis to prepare investors for the next opportunity.

The ASX200 eased 0.4 % (≈ 39 points) after three days of gains, led by a 3 % fall in materials as silver plunged 14 % and gold slipped 2 %. Tech stocks stayed weak, extending a seventh‑month decline, while BHP fell 4 % letting CBA retake the top spot. Look ahead to ECB and BOE rate holds, US oil inventory data and earnings from Amazon, Barrick, Bristol-Myers Squibb and Estée Lauder. 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.

Interview withAndrew Penkethman, MD & CEO of Ardea Resources Ltd.Mark Selby, CEO of Canada NickelRecording date: 2nd February 2026The global nickel market is undergoing a fundamental transformation that is creating investment opportunities in Western-controlled supply chains. Andrew Penkethman, CEO of Ardea Resources, and Mark Selby, CEO of Canada Nickel, recently discussed how their large-scale projects in Australia and Canada are positioned to capitalise on this shift.After two challenging years dominated by Indonesian supply flooding global markets, the landscape is changing. Since December 2025, nickel prices have risen approximately $4,500 per ton as Indonesia transitions from overwhelming production to active supply management. Selby characterises Indonesia as "an OPEC of one country," now implementing quota controls rather than unrestricted output. Price increases across the entire supply chain—from ore to nickel pig iron to stainless steel—indicate genuine market tightness rather than temporary speculation.Both executives emphasise a critical distinction between their new development projects and the aging operations that closed in 2024. Legacy assets from BHP and First Quantum represent 30-year-old mines with declining grades, increasing costs, and years of underinvestment. In contrast, Ardea's Goongarrie Hub and Canada Nickel's Crawford project offer fresh economics with 30-50+ year mine lives, substantial resources, and modern processing capabilities that position them favourably on the cost curve.Strategic validation has arrived through significant partnerships. Ardea secured $98.5 million in definitive feasibility study funding from Sumitomo Metal Mining and Mitsubishi Corporation, whilst Canada Nickel attracted Anglo American, Agnico Eagle, and Samsung SDI as investors. These experienced institutions seek long-term supply arrangements spanning decades, not speculative positions.Government support is accelerating development timelines. Both projects have received major project status enabling streamlined permitting and access to sovereign wealth fund financing. Canada's Prime Minister Mark Carney personally promotes the Crawford project to Middle Eastern investors, whilst Australia develops an "investor front door" program for critical minerals projects.The investment thesis extends beyond electric vehicles into broader critical minerals security. Chinese interests control approximately 80% of refined nickel supply, creating strategic vulnerabilities that Western governments address through supply chain diversification initiatives. With defence spending increasing globally and only a handful of quality nickel projects advancing worldwide, both companies expect construction decisions in 2026-2027.Sign up for Crux Investor: https://cruxinvestor.com

The Aussie market pushed higher for a second session, showing remarkable resilience by bucking a negative lead from Wall Street. While US indices retreated, the ASX 200 climbed as the Materials and Energy sectors did the heavy lifting. Gold miners were the standout performers after bullion prices surged, and BHP hit a fresh all-time high. However, it was a "sea of red" for the Tech sector, which slumped to its lowest level in two years. Software giant Xero plummeted to a multi-year low as fears intensified over AI disrupting traditional software models, and elsewhere Synlait Milk also crashed following a massive profit warning. 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.

Shoprite is crushing it while AI fears are hammering software stocks – join me as I explore what these major shifts mean for your portfolio. We also look at BHP's vote of confidence in Orion Minerals and uncover fresh insights on the ‘Goolam' mystery.

Rio Tinto, BHP, Glencore, Antofagasta, SAP, Adidas, Swatch, Cap Gemini y Engie. Con Antonio Aspas, socio de Buy & Hold Gestión de Activos.

The Aussie market finished almost flat today, recovering from morning lows despite lingering rate hike fears. While the ASX 200 slipped for a second session, the real drama unfolded in the commodities space as gold shattered records, soaring to $5,500 per ounce. BHP continued its record run, hitting an all-time high, while Deep Yellow surged 12%. Conversely, rare earth miners like Ioneer and Lynas tumbled after reports the Trump administration may abandon price floors for critical minerals. Attention now turns to tonight's US earnings from Apple and Amazon. 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 Aussie market’s winning streak snapped today as hotter-than-expected inflation data fueled fears of a February rate hike. With core inflation hitting 3.4%, markets are now pricing in a 70% chance of an RBA move next Tuesday, sparking a sell-off in Retail and Tech stocks. Despite the gloom, BHP hit a record all-time high, cementing its position as Australia's most valuable company, while the Aussie dollar cracked 70 US cents for the first time in nearly three years. Energy stocks also sparkled, led by a 3% lift for Woodside following a production beat. Attention now turns to the US Fed decision tonight and a massive slate of tech earnings including Meta and Microsoft. 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.

Luke Laretive is our first guest in the studio for 2026 and he's wasting no time, laying out his call for the year ahead: 2026 is the year of resources.We're diving deep into commodity cycles, big-cap miners and two stocks Luke says have genuine 10-bag potential.For more tips from Luke, subscribe to his newsletter at https://senecafs.com.au/subscribeIn this episode:01:55 Why 2026 is the year of resources06:27 What's driving prices09:09 Why many fund managers will miss the trade12:36 Top picks by commodity17:10 The big miners: BHP, Rio & merger talk21:02 Lithium outlook22:52 Two stocks with 10-bag potential24:44 Portfolio construction & commodity exposureWin a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV ———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)———Looking for some of our favourite research tools?Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Screen the market with GuruFocus Track 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 5406 Hosted on Acast. See acast.com/privacy for more information.

Wenn wir uns die Entwicklungen der letzten Tage und auch die Reden in Davos anhören, lohnt es sich, kurz innezuhalten und darüber nachzudenken, ob der aktuelle Anteil von US-Aktien im eigenen Depot noch richtig gewählt ist. Zumindest kann man sich die Frage stellen, ob eine Anpassung sinnvoll sein könnte. Wie ich diese Lage einordne und welche Aktien ganz konkret davon profitieren könnten, wenn sich Investitionen wieder stärker in Richtung Europa beziehungsweise Eurozone verlagern, möchte ich euch in der heutigen Folge erläutern.
 Der im Podcast genannte Link: https://www.weforum.org/stories/2026/01/davos-2026-special-address-by-mark-carney-prime-minister-of-canada/
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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.
 Zum Zeitpunkt der Erstellung dieses Beitrags war der Autor, Lars Erichsen, in folgenden der besprochenen Finanzinstrumente selbst investiert: Prysmian, E.ON, Rio Tinto und BHP. Geplante Änderungen: Keine. Weitere Informationen entnehmen Sie bitte unserem Transparenzhinweis zum Umgang mit Interessenskonflikten: https://www.lars-erichsen.de/transparenz-und-rechtshinweis

Interview with Brian Miller, Director & CEO Of Astra ExplorationOur previous interview: https://www.cruxinvestor.com/posts/astra-exploration-tsxvastr-pitch-perfect-november-2025-8536Recording date: 20th January 2026Astra Exploration (TSXV:ASTR) is aggressively advancing its flagship La Manchuria precious metals project in Argentina following encouraging initial drilling results that have validated management's exploration thesis. CEO Brian Miller outlined the company's progress and 2026 strategy in a recent discussion covering exploration results, geological interpretation, and capital allocation priorities.The company's most significant achievement was securing La Manchuria in mid-2024 and completing an inaugural drill program in early 2025 that intersected exceptional near-surface grades. Miller emphasized the quality of mineralization: "The grades that we've intersected there, they're not common to get repeat grades because I'm literally talking about ounces of gold and kilograms of silver in open drill intercepts near surface. And they're not one-offs. We've repeated several of those."Critically, Phase 1 results demonstrated that the mineralized system extends well beyond previous geological interpretations. The project was thought to be faulted off at both ends along strike, but Astra has proven the system continues in both directions with new parallel zones identified. This expansion fundamentally changes the scale potential, with the deposit now opening up in multiple dimensions including at depth.Astra initiated a 10,000-meter Phase 2 drill program in October 2025, with the first half focused on extending the surface footprint through shallow drilling and the second half targeting deeper zones starting March 2026. Assays from the initial phase are currently pending and expected to provide critical information about lateral continuity and the effectiveness of geophysical targeting methodology.Rather than rushing toward formal resource estimation, management is prioritizing demonstration of scale through step-out drilling. This capital-efficient approach aims to prove system extent before the expensive, dilutive infill drilling required for resource definition. The company maintains its original thesis of multi-million-ounce potential.Argentina's unprecedented political and economic reforms have attracted major mining companies including Lundin, BHP, Kinross, and Barrick to deploy significant capital in the country, validating the jurisdiction and reducing perceived country risk. Management views 2026 as having potential to match or exceed 2025's success, with near-term valuation dependent on pending assay results that will determine how much metal the expanded system contains.View Astra Exploration's company profile: https://www.cruxinvestor.com/companies/astra-explorationSign up for Crux Investor: https://cruxinvestor.com

SBS Finance Editor Ricardo Gonçalves speaks with Scott Phillips from The Motley Fool about the day's market action including why investors are concerned about Trump's latest threats, gold's new record and why BHP is edging closer to becoming Australia's largest listed company.

SBS Finance Editor Ricardo Gonçalves speaks with Julie Lee from FTSE Russell about the day's market action including how the market is dealing with Donald Trump's latest tariff threats and why investors didn't like BHP's record copper and iron ore production report.