Podcasts about Bhp

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Latest podcast episodes about Bhp

Marcus Today Market Updates
End of Day Report – Friday 8 August: ASX 200 slips 24, up 1.7% for the week | Gold shines, banks down

Marcus Today Market Updates

Play Episode Listen Later Aug 8, 2025 12:18


ASX 200 fell 24 points to 8807 (0.3%) to be up 1.7% for the week. Not too shabby. As usual it was the perennial war between banks and resources. Banks down with CBA slipping %, results next week and the Big Bank Basket down to $279.64 (-0.8%). Insurers walloped, QBE down 8.8% on poor results. SUN off 3.2% and IAG sliding 2.7%. Other financials falling hard too GQG down 14.6% on FUM levels falling and performance lagging, HUB dropped 2.0% and PNI took a break, down 5.3%. REITs flat, healthcare slid, CSL running into reality, down 1.8% and PME falling 3.6% as TLX continued to drift lower. Industrials too fell, REA down 1.1% and ALL off 1.8% with LNW falling 11.2% on plans to delist from Nasdaq. Tech fell, XRO down 1.4% and 360 dropping 4.2% with the All Tech Index down 0.7%.Resources were bid, Iron ore a lithium together with gold miners in the green. BHP up 0.9% with FMG rising 1.8%. NST bounced another 4.0% with NEM cruising 2.2% higher, LYC jumped 3.8% and PLS up 9.0%, buyers cover shorts as lithium pricing recovered. LTR returned from a mega upsized raise of $316m with the Chinese taking a slice and the Australian government, the stock unchanged. Coal stocks better, NHC up 2.5% and WHC rising 3.1%. Uranium stocks slightly firmer. PBH up 4.6% as its board recommended Mixi's offer.In corporate news, IRE bounced 12.2% on takeover approach from Blackstone at 1050c, QBE massacred, XYZ showed a clean pair of heels on a good result, NCK too better by 6.9% on numbers.Nothing on the economic front locally. Asian markets mixed, Japan up 1.7% to new highs. China modestly lower and HK falling 1.0%.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.

Marcus Today Market Updates
End of Day Report – Friday 1 August: ASX 200 drops 81, unchanged for the week | Banks slide

Marcus Today Market Updates

Play Episode Listen Later Aug 1, 2025 13:56


The ASX 200 fell hard down 81 points to 8663 (-0.9%) to close the week, pretty much where it started. Banks which had been holding their end up, succumbed to gravity with CBA down 1.6% and NAB falling 1.2% as the Big Bank Basket dropped to $277.82 (-1.3%). MQG fell hard down 1.7% with insurers also under pressure, QBE down 1.3% and SUN off 1.5%. REITs eased back, GMG down 1.5% and SCG off 0.5% with industrials weak across the board. WES fell 0.9% and ALL down 1.2% with patches of green in retail, JBH up 0.8%. FLT bounced back a little up % and QAN up 0.3%. Tech stocks smacked hard, WTC down 2.6% and XRO falling 3.5% with the All-Tech Index down 1.8%. Healthcare hit with CSL down 2.5% on tariff news.  Resources which have been hurtie all week saw some buyers return. Iron ore picked up in Asia, BHP unchanged and FMG up 1.1%. Rare earths saw some buying LYC up 3.3% and MIN up 4.4% in the lithium space. PLS too rallied 4.1%. Gold miners fell, EVN down 0.8% and NEM off 0.5%.  Uranium stocks tried to find some support after the fallout of the BOE downgrade this week. PDN up 0.5% BOE down another 2.0%. Oil and gas flat.  In corporate news, SGR dimmed 16.5% on news that the Brisbane deal was off. RMD up 1.0% on better-than-expected quarterly. SOL and BKW reported with decent dividends and a step closer to a marriage. DOW unchanged despite a new contract and BGL fell 4.3% on production worse than expected. In economic news, local PPI rose 0.7%. NFP tonight from US. 147k is the number.European futures down 0.6%. US Futures Dow down 166 and Nasdaq down 100Want 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.

Larry Wilson Live: Conversations with Real Safety Experts
Safety Transformation, Leadership, and Strategic Management with Corrie Pitzer

Larry Wilson Live: Conversations with Real Safety Experts

Play Episode Listen Later Jul 31, 2025 55:46


Corrie is the CEO and Founder of Safemap International. He began his career in human resources, progressing to Group Risk Manager at Billiton (now BHP), where he developed essential safety‑performance strategies for a 120,000‑strong workforce across 65 mining and industrial sites. Since founding Safemap in 1994, he has consulted internationally across industries—from mining and utilities to defence, construction, and energy—partnering with companies such as Southern Company, International Paper, and Nike. Corrie's Thought Leadership and Career Highlights:A pioneering voice on Safety I vs. Safety II integration, advocating for systems that respect human potential and resilience while preventing serious injuries and fatalities.Developed SAFEmap's concept of risk competence, reframing humans as dynamic risk managers rather than the “weakest link” in safety chains.Led cultural safety transformations—such as Southern Company's shift from TRIR‑based incentives to proactive learning and psychological safety—resulting in deeper trust, better reporting, and reduced serious incidents.

Marcus Today Market Updates
End of Day Report – Thursday 31 July: ASX 200 down 14 points | Resources down, banks up

Marcus Today Market Updates

Play Episode Listen Later Jul 31, 2025 12:49


The ASX 200 fought back from early losses to close down only 14 points to 8743 (0.2%). Banks back with CBA up 0.5% and NAB rising 1.1% with the Big Bank Basket up to $281.36 (+0.5%). Financials firmed, HUB up 1.6% and QBE firing 0.5% ahead. REITS better, GMG rising 0.6% in better data centre hopes, Industrials firmed again, BXB up 0.6% and retail doing well, JBH pushing another 1.3% ahead, ALL bounced 2.4% with travel stocks under pressure as FLT downgraded guidance, off 7.3%. WEB fell 2.2% in sympathy. Tech rose as US tech led the way, WTC up 1.0% and TNE ahead by 1.9%. The All-Tech Index up 1.2%. Resources under pressure again as iron ore slid under $100 in Asian trade on Chinese PMI. BHP down 2.4% and RIO copping a drubbing down 3.6% as FMG fell 2.3%. Gold miners were also under pressure, NST down another 2.2% with EVN off 3.0% and NEM falling 1.6%. Lithium too unwinding in a hurry, PLS down 7.0% and LTR falling 4.9%. IGO continued to drop off 4.5% and LYC succumbed off 2.5%. Uranium shorts got stuck in again, BOE falling another 6.7% with PDN off 2.7% and oil and gas flat, BPT whacked on a quarterly update, off 9.3%.In corporate news, plenty of quarterlies out, AGL rose 0.1% on its grid battery project, CTT smashed 23.5% on tax changes on small parcels in the US, MIN crashed 7.1% on broker downgrades. In economic news, building approvals and retail sales. In China PMI came in below forecasts. 10-year yields steady at 4.27%Asian markets mixed again, Japan up 1.1%, China down 1.6% and HK down 1.5%. European futures up slightly. US Futures Dow up 141 and Nasdaq up 315.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.

Money News with Ross Greenwood: Highlights
Alison Reeve, Grattan Institute Energy and Climate Change Deputy Program Director

Money News with Ross Greenwood: Highlights

Play Episode Listen Later Jul 29, 2025 13:17


We dive into Australia's progress on renewable energy over the past 15 years - from 8% of the power supply to around 40% now. We discuss the government's new, more ambitious emissions reduction targets, and why major mining companies like BHP see this as key to remaining competitive. Our guest Alison Reeve from the Grattan Institute talks through roadblocks like construction productivity, the role of carbon pricing, and more.See omnystudio.com/listener for privacy information.

Marcus Today Market Updates
End of Day Report – Tuesday 29 July: ASX 200 up 7, good come back | Resources under pressure

Marcus Today Market Updates

Play Episode Listen Later Jul 29, 2025 12:19


The ASX 200 fought back from early losses to close up 7 points at 8705 (0.1%). Healthcare and industrials firmed, CSL up 0.5% and ALL up 0.5% with the banks slightly weaker. CBA down 0.4% and NAB up 1.2%. The Big Bank Basket down to $276.00 (-0.1%). Financials slid with GQG off 3.3% and ASX down 0.6%. ZIP fell 1.3% and REITS drifted lower. VCX off 1.6% and GMG mixed 0.4%. Resources once again weaker, iron ore bucked the trend with BHP up 0.3% and RIO unchanged. Gold miners eased, NEM off 1.3% and EVN down 0.6%. Some wins on quarterlies, OBM up 2.2% on results. Lithium stocks down slightly, LTR off 4.1% as it reported its quarterly. Uranium stocks continued to fallout, BOE down another 5.5% and PDN off 5.8%. Oil and gas better with WDS up 1.6% and STO up 2.1%. Coal stocks eased.In corporate news, VEA tumbled 6.4 as convenience revenue dropped. SFR up 1.6% a better than expected quarterly, LTR fell 4.1% on its report and TAH saw Aware Super exit its stake a few days ago. Asian markets: Japan down 0.9%, HK down 0.9% and China up 0.2%. The ASX 200 10-year yields steady at 4.33%. European markets set to open up 0.3%. US futures slightly higher. 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.

Between the Bells
Weekly Wrap 25 July

Between the Bells

Play Episode Listen Later Jul 25, 2025 5:41


As July wraps up, all eyes turn to August reporting season, where investors are bracing for modest earnings growth and heightened volatility. Banks, staples and tech stocks face valuation pressure, while retailers and miners contend with weaker demand and rising costs. Expect capital management, cost control and forward guidance to separate the standouts from the strugglers.In this week's wrap, Grady covers:(0:11): the pivot away from the financial sector(1:38): a dive into the technology, retail, healthcare and materials sectors(3:21): key risks to watch out for this reporting season(4:12): how the market performed this week so far(4:47): the most traded stocks and ETFs this week(5:14): economic news items to look out for.

Marcus Today Market Updates
End of Day Report – Friday 25 July: ASX 200 falls 43, narrow range | Resources taking a breather

Marcus Today Market Updates

Play Episode Listen Later Jul 25, 2025 12:19


The ASX dropped another 43 points to 8667 (0.5%) in a quiet trading day. Down 1% for the week. Not much fresh news around. Both banks and resources slipped. Iron ore miners under a little pressure after gains this week, BHP down 1,9% with RIO off 0.8% and FMG back down 3.4%. Gold miners fell too as quarterlies dropped. Diggers and Dealers kicks off 4th August. NST fell another 2.8% and EVN down 3.2% with a good quarterly from NEM kicking it 3.8% higher. Copper and lithium stocks lid, LTR down 2.1% and SFR down 1.6%. Oil and gas better, WDS up 3.7% and uranium mixed. Banks continue to suffer, CBA down 0.4% with the Big Bank Basket down to $273.63 (-0,4%) Financials eased, AMP down 4.8% with RPL posting good FUM and rose 9.0%. Industrials flat, tech flat too with the All-Tech Index down 0.1%. In corporate news, KMD up 4.4% on a new CFO, SDF down 1.5% as it lost its CFO! Nothing on the economic front. Asian markets eased. 10-year yields steady at 4.35%.European markets open unchanged. Results in focus. Trump heading to Scotland. 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.

Stock Take
Stock Take: Bluechip Blunders

Stock Take

Play Episode Listen Later Jul 24, 2025 29:21


Graham Witcomb and Gaurav Sodhi join John Addis on this week's episode of Stock Take to shine the spotlight on Woolworths and BHP.See omnystudio.com/listener for privacy information.

Money News with Ross Greenwood: Highlights

MARKET WRAP: ASX200: down 0.3% to 8,709 GOLD: $3,363 USD/oz BITCOIN: $179,152 CSL advancing 1.5%, to $269.56 Sonic Healthcare and Resmed were also higher. Clarity pharmaceuticals jumped 10% to $4.31 Fortescue's shares rose by 4.3% to $19 after it announced a record volume of iron ore shipments and projected stronger growth. Lynas Rare Earths gained more than 5% to $10.65 Bapcor saw its shares plummet by 28% to $3.66 after it saw weaker sales over the last couple of months. Northern Star Resources dipped by 2.4% Also falling backwards was BHP, Wesfarmers and Macquarie Group AUD/USD: 66.2 US Cents AUD/GBP: 48.9 British Pence AUD/EUR: 56 Euro Cents AUD/JPY: 97 Yen AUD/NZD: $1.09 NZSee omnystudio.com/listener for privacy information.

Money News with Ross Greenwood: Highlights

MARKET WRAP: ASX200: up 0.69% to 8,737 GOLD: $3,431/oz BITCOIN: $179,386 Big miners continued to enjoy high iron ore prices, with Fortescue Metals closing up 2.3%, Rio Tinto rose 1%, and BHP was also higher, up 0.8%. Iluka Resources rose 4.1% to $5.39 after it achieved full-year production guidance for zircon. All of the big four except for NAB – which was down 0.1% – managing to finish ahead Telix Pharmaceuticals saw shares plummet 15.1% after being issued with a subpoena by the US SEC around its disclosure practices. Paladin’s production & sales targets of uranium oxide hurt, dropping 11.3% by the close Also lower was Pro Medicus, Santos and Medibank Private CURRENCY UPDATE: AUD/USD: 65.9 US cents AUD/GBP: 48.6 British pence AUD/EUR: 56 Euro cents AUD/JPY: 96 Yen AUD/NZD: 1.09 NZ dollars See omnystudio.com/listener for privacy information.

The Mining And Energy Union Podcast
BHP win is worth $30,000 to 2,300 miners

The Mining And Energy Union Podcast

Play Episode Listen Later Jul 23, 2025 11:24


BHP's been told! The Fair Work Commission has ruled its labour hire rort is over and it needs to cough up the $30,000 per person it's been dudding ‘Operations Services' workers at its Peak Downs, Saraji and Goonyella Riverside mines. That's over 2,300 mine workers. We find out what happens next.

Marcus Today Market Updates
End of Day Report – Wednesday 23 July: ASX 200 up 60 | Banks catch a bid, resources firm

Marcus Today Market Updates

Play Episode Listen Later Jul 23, 2025 13:46


The ASX 200 closes up 60points at a record high of 8737 (0.7%). Resources firm but not charging, iron ore coming off the boil slightly, BHP up 0.8% with FMG up 2.3%. Gold miners were better, NEM up 1.9% and EVN rising a more modest 0.9%. S32 rallied 3.0% with ILU also doing well on production numbers, up 4.1%. Lithium stocks slipped with PLS down 2.4% and LTR off 3.6%. Oil and gas mixed, WDS up 1.5% on production numbers, STO down 0.8% and coal stocks soaring, WHC up 6.5% and NHC up 2.1%. Uranium under pressure with PDN down 11.3% on production report. Banks found buyers, CBA up 0.5% and ANZ outperforming again up 2.5% with the Big Bank Basket up to $274.18 (+0.8%). Financials firmed, ASX up 1.3% and insurers better, AMP saw profit taking off 1.8%. REITs firmed, healthcare better, CSL back in the green up 0.6% and RHC rising 3.2% with TLX getting whacked 15.1% on SEC inquiry. Industrials firm across the board, REH up 3.8% and JBH up 1.8% with retailers better, tech mixed, WTC up 0.8% and the All-Tech Index rose 0.3%. In corporate news, VUL rallied 3.7% on funding news, ALD rose 3.3% on resilient NZ earnings. Nothing on the economic front locally. Japanese trade deal in focus. Asian markets mixed. Japan up 3.9% on trade deal. HK up 1.4%. China up 0.6%.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.

Money News with Ross Greenwood: Highlights
The Market Wrap with Henry Jennings, Senior Investment Analyst & Portfolio Manager at Marcus Today

Money News with Ross Greenwood: Highlights

Play Episode Listen Later Jul 22, 2025 9:19


Insignia Financial leapt after a $3.3 billion takeover by private equity firm CC Capital. MARKET WRAP: ASX200: up 0.1% to 8,677 GOLD: $3,385/oz BITCOIN: $181,877 Rio Tinto jumped 3.4 per cent to $118.32, Fortescue 3.3 per cent to $17.81 and BHP gained 2.6 per cent to $41.51 per cent. Shares of Ramelius surged 8.1 per cent to $2.66 – its best day in 15 weeks, while Newmont gained 2.8 per cent to $92. CBA slumped 3.1 per cent to $172.42, wiping roughly 30 points from the index due to its market heft. National Australia Bank falling 2.7 per cent to $37.22, Westpac 1.3 per cent to $32.65 and ANZ closed down 0.8 per cent to $29.82. Insignia Financial was the best performer on the ASX 200, surging 12.2 per cent to $4.41 after CC Capital agreed to a $3.3 billion deal CURRENCY UPDATE: AUD/USD: 65.2 US cents AUD/GBP: 48.4 British pence AUD/EUR: 56 Euro cents AUD/JPY: 96 Yen AUD/NZD: 1.09 NZ dollars See omnystudio.com/listener for privacy information.

Marcus Today Market Updates
End of Day Report – Tuesday 22 July: ASX 200 up 9 | CBA crashes again, resources back

Marcus Today Market Updates

Play Episode Listen Later Jul 22, 2025 13:56


The ASX 200 finished up 9 points to 8677 as the initial rally fizzled out. More the sellers turned up in spades for the banking sector again. CBA crushed 3.1% with the Big Bank Basket down to $272.11 (-2.6%), under serious pressure again as the money flowed to resources. BHP up 2.6% and RIO charging ahead up 3.4%. Gold miners also back in demand, NST up 1.3% and NEM rising 2.8%. Lithium stocks on pause as were rare earths, LYC down 0.1% and graphite stocks taking a breather. SYR fell 9.3% and NVX off 0.8%. Oil flat and uranium falling a little. The industrials were flat, WES off 0.8% and BXB down 0.9% with SGH putting on the Ritz up 1.3%. Healthcare doing well as CSL hit a 4-month high, up 3.4% with PME up 2.1%. REITs firmed, tech better, XRO up 0.6% after SPP pricing period finishes, WTC up 1.4% and the All-Tech Index up 0.2%. In corporate news, IFL rose 12.2% as CC Capital agreed a 480c cash scheme. PPT up 0.7% on restructure plans.In economic news, RBA minutes continued to show caution and gradual moves.  Consumer confidence fell 0.2% last week to 86.3 points, according to the ANZ-Roy Morgan Consumer Confidence index, as households were less optimistic about financial conditions.Asian markets mixed, Japan down 0.3% after holiday. HK up 0.5%. China up 0.8%.10-year yield eases to 4.30%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.

Marcus Today Market Updates
Pre-Market Report – Wednesday 23 July: US markets mixed, SPI up 40 | Earnings in focus

Marcus Today Market Updates

Play Episode Listen Later Jul 22, 2025 14:41


Wall Street mixed overnight as markets digested earnings reports, anticipates further reports, and watched for signs of progress in trade talks. S&P 500 up 0.06%, Nasdaq down 0.39%. Dow was choppy in the early session but found strength from about noon to consistently rise. Closed near high, up 179 points. Broad sector strength, only Tech was down, Texas Instruments cautious earnings forecasts sent chip sector tumbling after hours, market seemed to anticipate the disappointing results, Nvidia down 2.5%. Healthcare led the charge upwards after recent weakness, up almost 2%. REITS, Utilities and Financials all did well as yields eased again, Trump's continued attacks on the Fed having their impact. Cyclicals also boosted by a 1.1% rise for Tesla ahead of its earnings today (tomorrow morning our time).ASX to rise. SPI futures up 40 points (+0.46%). Gold up 1% - Resources to continue to outperform. BHP has now outperformed CBA by +25% in less than a month.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.

Money News with Ross Greenwood: Highlights
The Market Wrap with Elio D'Amato, EnviroInvest

Money News with Ross Greenwood: Highlights

Play Episode Listen Later Jul 21, 2025 10:14


Iron ore prices have lifted to the highest point since February, so will this spark a good run for the miners? MARKET WRAP: ASX200: down 1.02% to 8,668 GOLD: $3,364/oz BITCOIN: $182,070 Commbank & ANZ both lost 2.5%, Westpac was down 3.6%, while NAB was 2.4% lower. Insignia Financial was also on the slide, down 6.2% to $3.93 after it told investors talks were ongoing with CC Capital. While other big fallers included Aristocrat, Pro Medicus and Coles. AMP delivered a positive quarterly super net cashflows for the first time since 2017. Shares finished almost 10% higher to $1.68. Block – the owner of BNPL service Afterpay – saw its shares soar over 11% after news that it would be added to the S&P 500 Index. Iron ore futures climbed to over $104 US a tonne sent BHP, Fortescue and Rio Tinto all climbing CURRENCY UPDATE: AUD/USD: 65.2 US cents AUD/GBP: 48.4 British pence AUD/EUR: 56 Euro cents AUD/JPY: 96 Yen AUD/NZD: 1.09 NZ dollars See omnystudio.com/listener for privacy information.

Marcus Today Market Updates
End of Day Report – Monday 21 July: ASX 200 drops 89 | Banks stumble badly, BHP, RIO and FMG higher

Marcus Today Market Updates

Play Episode Listen Later Jul 21, 2025 11:01


The ASX 200 dropped 89 points to 8668 (-1.0%) giving back Friday's gains as banks came under intense pressure.  The Big Bank Basket dropped to $279.24 (2.6%). CBA and WBC leading the sector down with other financials also in the spotlight. MQG fell 1.4% with ASX of 2.1% and IFL down 5.8% as the company updated the CC Capital bid. Insurers fell hard too, QBE down 1.9% and IAG off 1.4% with the REIT sector falling hard, GMG down 0.8% and CHC down 2.3%. Industrials also under the knife, WES off 1.0% with CPU down 1.2% and retail falling, JBH off 1.5% and APE down 3.6%. Travel stocks falling to earth, FLT down 3.0% and WEB off 2.5% with ALL down 1.4%. Tech stocks mixed, WTC up 1.9% and XRO off 0.7% on last day for SPP.Resources were better again, BHP, RIO and FMG did well as China announced a new dam and iron ore continued higher in Asian trade. Lithium stocks squeezed higher, LTR up 11.4% and PLS rising 4.1%. Graphite and rare earths also still in demand, SYR up 17.8% and LYC up 1.4%.  Gold miners saw selling, NEM up 0.5%, NST down 1.5% and EVN off 1.2%. Oil and gas slightly firmer, WDS up 1.4% with uranium stocks also doing well, PDN up 2.3% and coal up too.In corporate news, AMP jumped 9.8% on update, XYZ rose 11.2% on US Index inclusion. S32 rose 4.5% on FY production guidance. Nothing on the economic front, China left rates unchanged. Asian markets modestly higher. Japan closed for Marine Day.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.

Fear and Greed Business Headlines
Fast Five | 21 July 2025

Fear and Greed Business Headlines

Play Episode Listen Later Jul 20, 2025 5:54 Transcription Available


Monday 21 July 2025 The top five business stories in five minutes, with Sean Aylmer and Adam Lang. Total control for ALP as parliament resumes BHP’s potash problem Ripper weekend for auctions Crown Resorts might come to Brisbane UK to drop voting age to 16 Join our free daily newsletter here! And don’t miss the latest episode of How Do They Afford That? - this week, it's all about debt consolidation. 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.

Fear and Greed
Total control for ALP as parliament resumes, BHP's potash problem; auction  records

Fear and Greed

Play Episode Listen Later Jul 20, 2025 16:37 Transcription Available


Monday 21 July 2025 Federal parliament resumes this week with legislation on HECS debt, superannuation and child care high on the Labor Party’s agenda. And more, including: Potash and nickel dampen the excitement around BHP’s record iron ore and copper production. Crown Resorts might be coming to Brisbane. A ripper weekend in the housing market. The UK set to drop the voting age to 16. Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - this week, it's all about debt consolidation. 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.

Business News - WA
At Close of Business July 18 2025

Business News - WA

Play Episode Listen Later Jul 18, 2025 9:24


Claire Tyrrell and Nadia Budihardjo discuss Premier Roger Cook's appearance at an architecture lunch. Plus: St John WA redundancies; BHP's iron ore and potash developments; and Boom Logistics chief executive to depart.

Marcus Today Market Updates
End of Day Report – Friday 18th July - ASX 200 up 118 to new record - BHP up 3% - MSB up 34% - Banks fire - Graphite flies - CSL rallies hard.

Marcus Today Market Updates

Play Episode Listen Later Jul 18, 2025 14:04


The ASX 200 exploded 118 points higher to 8757 (1.4%) as banks and resources caught a wave of buying. BHP production numbers, coupled with iron ore gains in Asia, helped the Big Australian up 3.0%. RIO up 1.8% with FMG lagging only up 0.5%.  Lithium and graphite stocks flew, LTR up 10.1% and PLS rallying another 8.6%, with MIN up 4.8% and ILU rising 5.0%. Graphite stocks were in demand, SYR up 25.9%, and TLG up 10.0%. Gold miners found some love late in the day, NST up% % with EVN rising % but uranium stocks dipping slightly. Industrials firmed across the board, WES up 1.4% with TCL up 0.9% and SGH rising 3.0%. Healthcare is too in demand, CSL rallying 3.6% on a broker report, and MSB is living up to its name on revenue, up 34.6%. Tech stocks are better, WTC up 1.2%, and XRO rising 1.0%. Banks, as usual, didn't want to miss out. CBA up 0.9% with WBC rising 1.8% and MQG up 1.3%. The Big Bank Basket up to $286.78 (+1.1%). Financials are also in demand, IFL is better by 5.8% on reports that a deal is close. Insurers rose, REITS better, GMG up 1.5%, and SGP up 0.9%.In corporate news, ALX fell 0.4% on US supreme court news, FBU rose 3.0% on a business update. Nothing on the economic front local.Asian markets mixed, Japan down 0.2% ahead of weekend election, HK up 0.8% and China up 0.4%. 10-year yields steady at 4.33%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 COB from ausbiz
the COB: another day, another record!

The COB from ausbiz

Play Episode Listen Later Jul 18, 2025 16:21


Our Top 3 VideosASX lifts on BHP's wingsJuiced earnings, sticky tariffsA "normal" reporting season? Hosted on Acast. See acast.com/privacy for more information.

Fear and Greed Business Headlines
Fear and Greed Afternoon Report | 18 Jul 2025

Fear and Greed Business Headlines

Play Episode Listen Later Jul 18, 2025 4:02 Transcription Available


This is the Fear and Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes. ASX hits new record CSL, BHP lead the way Chalmers warning Netflix success Crypto boost Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Fear and Greed
Afternoon Report | ASX hits new record

Fear and Greed

Play Episode Listen Later Jul 18, 2025 3:59 Transcription Available


This is the Fear and Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes. ASX hits new record CSL, BHP lead the way Chalmers warning Netflix success Crypto boost Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

CommSec
Market Close 16 Jul 25: Worst day in close to 2 months for Aussie stocks

CommSec

Play Episode Listen Later Jul 16, 2025 9:56


The Aussie market snapped its winning streak on Wednesday, falling 0.8% in its worst session in around 10 weeks. Stevie and Laura break down the drivers behind the decline, including weakness in heavyweight sectors like materials and financials, and look ahead to tomorrow’s local jobs data and what it could mean for interest rates. They also discuss signs of rising inflation in the US, strong performances from tech stocks like Nuix and Megaport, Rio Tinto’s new CEO appointment, and notable company moves including Evolution Mining and BHP. 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.

Marcus Today Market Updates
End of Day Report – Wednesday 16 July: ASX 200 drops 69 | Banks under pressure, gold miners fall

Marcus Today Market Updates

Play Episode Listen Later Jul 16, 2025 13:04


The ASX 200 fell 69 points to 8562 after a record yesterday. Banks were weak on proposed RBA charges changes, CBA off % with the Big Bank Basket down to $279.26 (-1.5%) NAB under extra pressure on CEO issues, down 3.4%. Financials generally eased back, MQG off 0.8% and insurers down, QBE off 1.0%. REITs too under pressure with GMG down 0.2% and SCG falling 0.5%. Healthcare mixed, CSL fell 1.3% on US tariff issues on pharmas, PME up 1.7% and FPH slightly firmer. Industrials mostly lower, TCL off 0.7%, ALL down 1.7% and WOW and COL easing back as did TLS. Utilities pulled back as ORG fell 1.1% and AGL down 0.8%. Tech gained, WTC up 0.6%.In resources, it was all about rare and critical metals. News of Apple's investment rocked the sector to the core, with good gains across the board. ILU rose 4.3% with LYC flat, even ARU rose 4.9% with MEI up 14.3%. Gold miners fell on NEM news, quarterlies doing nothing to help on profit taking after rises yesterday. NST falling 2.2% EVN down 2.3% on quarterly and WAF down 3.4%. Lithium stocks held up relatively well. BHP down 0.7% despite iron ore hitting $100 in Singapore. Uranium stocks up again, PDN up 3.3% and BOE up 3.3%. Oil and gas flat.In corporate news, LLC fell 1.7% on a luxury development news. RIO up 0.2% on quarterly and CEO change.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.

TaPod - for everything Talent Acquisition...
Episode 473 - Your Weekly TA & Recruitment News with The Scoop

TaPod - for everything Talent Acquisition...

Play Episode Listen Later Jul 15, 2025 25:24


Today on the Scoop, the team from Tapod are back in Oz… Well, Lauren is… while Craig is swanning it up in Malaysia, but we still manage to bring you all of the weekly TA & Recruitment News, including… AI driven job cuts, boom goes BHP, job ads rebound, sick pay piss-taking, Gen Z needs etiquette training, and much more. Thanks to Indeed for your ongoing support. 

Marcus Today Market Updates
End of Day Report – Tuesday 15 July: ASX 200 hits new record | Banks rally, CSL up nearly 4%

Marcus Today Market Updates

Play Episode Listen Later Jul 15, 2025 14:11


The ASX 200 drove 60 points higher at a new record of 8630 (+0.7%). Banks rallied with the Big Bank Basket up to $283.45 (+0.5%). Other financials also in demand, MQG up 1.4% and ASX up 0.9% with insurers rising, QBE up 1.2% and MPL rallying 1.0%. REITs back in demand, GMG up 1.1% with SCG rising 0.5%. Healthcare too doing well, CSL leading the charge, up 3.8% with RMD up 0.7% and PME putting on 2.4%. Industrials firmed reversing yesterday's losses, BXB up 0.9% and QAN rising 1.6%. Retail mixed, LOV up 2.0% but other slipping. Gaming stocks better, ALL up 1.2%. Tech sector a standout with WTC up 1.8% and XRO bouncing 1.1%. The All Tech Index up 1.8%.Defence stocks continue to soar, DRO up 14.8%. In resources, a mixed picture BHP, RIO and FMG all falling around 1% on iron ore slipping. Gold miners were better with NEM up 1.1% and NST up 1.5%. Lithium stocks depressed, PLS down 4.6% and MIN falling 1.0%. Uranium stocks doing well, PDN up 7.9% on a broker upgrade. Rare earth stocks also in demand. In corporate news, HUB rose to record highs on new FUM inflows. TYR fell 2.7% on RBA moves to cancel fees for consumers.In economic news, Chinese GDP rose to 5.2% higher than expected and local consumer confidence rose. US CPI data tonight. Asian markets mixed with Japan up 0.3%, HK up 0.5% and China down 0.2%. 10-year yields at 4.38%.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.

CruxCasts
Coda Minerals (ASX:COD) - 95% Copper Recovery, $802 Million Post-Tax NPV

CruxCasts

Play Episode Listen Later Jul 11, 2025 41:16


Interview with Chris Stevens, CEO of Coda Minerals Ltd.Our previous interview: https://www.cruxinvestor.com/posts/coda-minerals-asxcod-copper-cobalt-project-demonstrates-robust-economics-7009Recording date: 8th July 2025Coda Minerals Limited (ASX:COD) represents a compelling investment opportunity in the rapidly strengthening copper market, positioned at the critical intersection of technical innovation, proven management execution, and exceptional infrastructure advantages. The Perth-based company has achieved a transformational metallurgical breakthrough at its Elizabeth Creek copper-cobalt-silver project in South Australia, fundamentally altering the project's economics and development pathway.The company's most significant achievement is the successful development of an ammonium chloride whole ore leaching process that delivers recovery rates exceeding 95%, representing a dramatic improvement from the previous 55% recovery rates at the Windabout deposit. CEO Chris Stevens characterizes this advancement as "effectively free money," highlighting the direct revenue enhancement potential over the mine's life. This breakthrough eliminates a major technical risk while opening possibilities for smaller-scale startup operations with reduced capital requirements and earlier cash flow generation.Elizabeth Creek's robust project economics align closely with recently acquired Australian copper companies, delivering an $802 million NPV post-tax with a 35% IRR based on over one million tons of contained copper equivalent in JORC indicated resources. Critically, 93% of resources are classified as indicated, providing exceptional geological confidence rarely seen at this development stage. These economics become particularly compelling when viewed against recent takeover activity, with Rex Minerals acquired for $393 million, New World Resources subject to competing bids exceeding $230 million, and Xanadu Mines accepting a $160 million offer.Stevens emphasizes the validation from peer transactions: "There is now empirical evidence that companies that are able to do that with credible solid projects with comparable MPVs, comparable IRRs, comparable capexes are being valued over $200 million." This peer group comparison suggests significant value realization potential as Coda advances through its 12-month Pre-Feasibility Study timeline.The company's management team brings proven execution capability, having previously developed 17 projects and transformed Elizabeth Creek from two open pits to five times the original resource base. Stevens notes: "This is a team that has taken, frankly, a bit of a busted project with two open pits, turned it into five times the resources." The team's disciplined approach to capital allocation and project advancement provides confidence in their ability to deliver on development milestones.Elizabeth Creek benefits from exceptional infrastructure advantages that distinguish it from typical remote Australian developments. Located adjacent to BHP's established haulage road with contractual usage rights, the project sits one hour from Roxby Downs and maintains access to power infrastructure and established supply chains. South Australia's streamlined regulatory environment offers additional advantages through its unique iterative approval process.The investment opportunity is enhanced by favorable copper market timing, with prices advancing from $8,000 to over $10,000 per ton while financing availability improves and capital costs reduce. Stevens observes the strategic timing: "I personally think doing that is maybe leaving a party just as it starts to get exciting with the way that copper's moving."Coda maintains strong financial positioning with over $4 million cash and low corporate costs, providing runway to advance critical path items without immediate dilution pressure. The company's critical minerals classification through cobalt credits enhances strategic value while multiple development pathways provide flexibility in capital structure approaches.For investors seeking exposure to the copper supply shortage driven by electrification trends, Coda offers a de-risked entry point with established resources, proven economics, exceptional infrastructure, and experienced management positioned to deliver significant value appreciation through the critical feasibility phase.View Coda Minerals' company profile: https://www.cruxinvestor.com/companies/coda-minerals-ltdSign up for Crux Investor: https://cruxinvestor.com

Business News - WA
Mark My Words July 11

Business News - WA

Play Episode Listen Later Jul 11, 2025 34:27


Mark Pownall and Sam Jones take a look at the news of the week, including the latest rates decision, Mineral Resources, Nedlands council, Saracen's Gnarabup development and BHP's fair work decision.

Business News - WA
At Close of Business podcast July 9 2025

Business News - WA

Play Episode Listen Later Jul 9, 2025 13:04


Nadia Budihardjo and Claire Tyrrell discuss why WA's commercial building sector has experienced a shake-up in the past 12 months. Plus: Woodside, Hyundai ink LNG collaboration, framework; Outgoing Boral CEO Vik Bansal to join Orica; Wallis Drilling supplies new drill rigs under BHP deal.

Western Australia Country Hour
Western Australia Country Hour

Western Australia Country Hour

Play Episode Listen Later Jul 8, 2025 55:11


Mining giant BHP has been defeated in a landmark test of the federal government's "same job, same pay" laws and ordered to pay 2,200 of its Central Queensland coal miners an average of $30,000 more.

Money News with Ross Greenwood: Highlights
The Market Wrap with Tony Sycamore – Market Analyst, IG Australia

Money News with Ross Greenwood: Highlights

Play Episode Listen Later Jul 3, 2025 7:32


US rates could be cut sooner than expected, depending on results out of the Non-Farm Payrolls this week. MARKET WRAP: ASX200: down 0.02%, 8595 GOLD: $3,356 US/ounce BITCOIN: $166,513 AUD Pro Medicus climbed 7.8% to $307.39 after announcing two contracts in the United States worth more than $200 million in total. BHP jumped 5.6%, Mineral Resources closed 7.8% higher, with Fortescue & Rio Tinto up 1.8%. Up more than 1% was Wisetech Global, James Hardie and Bluescope Steel. G8 fell 7.4% for its third day of losses in a row after one of its former employees was charged with offences related to the alleged abuse of children. Commbank down 2.2%, NAB off 1.1%, and Westpac down 0.7%. ANZ escaped the losses, up half a percent. JB Hi-Fi down 3%, Harvey Norman off 1.5%, and Myer losing 1.6%. CURRENCY UPDATE: AUD/USD: 64.8 US cents AUD/GBP: 48.1 pence AUD/EUR: 55 Euro cents AUD/JPY: 94 yen AUD/NZD: 1.08 Dollars See omnystudio.com/listener for privacy information.

Business News - WA
At Close of Business podcast July 2 2025

Business News - WA

Play Episode Listen Later Jul 2, 2025 11:35


Claire Tyrrell and Nadia Budihardjo discuss the digital gap between classrooms throughout WA. Plus: Miners push for faster project approvals; West Perth site sold for $4m; BHP charters ammonia ships.

Money News with Ross Greenwood: Highlights
The Market Wrap with Grady Wulff, Market Analyst at Bell Direct

Money News with Ross Greenwood: Highlights

Play Episode Listen Later Jul 2, 2025 10:48


Domino’s is on the hunt for a new CEO, with the pandemic darling seeing its share price plunge again today. ASX200: up 0.66% to 8,597 GOLD: $3,335 US/oz BITCOIN: $164,003 James Hardie’s completion of its US$8.4 billion deal for Azek helped it 5.3% higher to $42.93. The hope for rate cuts helped Real Estate stocks, with Goodman rising 2.1%, Scentre up 2.7%, and Dexus rising 3.1%. BHP up 1.7%, Fortescue rising 3.8% and Rio Tinto up just over 2%. Dominos Pizza shares closed down more than 15% to $16.96 after its CEO resigned Helia told the market that ING was negotiating with other providers – down 21% to $4.31. Qantas revealed a cyberattack had stolen the personal data for 6 million customers, with shares closing 2.2% lower to $10.52. Also weaker were QBE, Xero and Next DC. See omnystudio.com/listener for privacy information.

On The Rocks
Nature's Oldest Miners: How Tiny Microbes Solve Big Extraction Challenges | On the Rocks Masterclass

On The Rocks

Play Episode Listen Later Jul 1, 2025 41:56


What if the solution to the global copper shortage has been right under our noses for billions of years? In this episode of On the Rocks Masterclass, we explore the fascinating world of biomining with Liz Dennett, Founder & CEO of Endolith, who's harnessing Earth's oldest miners – microbes – to revolutionize copper extraction.Liz's journey from NASA astrobiology research to founding a biotech mining company is as unique as her approach to solving one of mining's biggest challenges. With copper demand soaring for electrification and renewables, traditional mining methods are struggling to keep up. Enter biological intelligence: AI-optimized microbes that can extract more copper from low-grade ore than conventional methods ever could.In this masterclass, Liz breaks down the science behind biomining, explains how AI fine-tunes microbial performance in real-time, and shares insights from pilot deployments with major mining companies like BHP and Rio Tinto. We explore how this approach works within existing heap leach infrastructure, requires no toxic chemicals, and could turn mining waste into valuable resource streams.Whether you're curious about the intersection of biology and mining, interested in sustainable extraction methods, or wondering how microbes could solve supply chain challenges, this conversation offers a glimpse into mining's microscopic revolution.

Talking Wealth Podcast: Stock Market Trading and Investing Education | Wealth Creation | Expert Share Market Analysis

In this week's podcast, Fil and Pedro explore the iron ore price plunge, its economic impact, and how it's shaping major exporters like RIO, BHP, and FMG. They also share technical analysis and critical price levels, offering insights for investors navigating the changing commodities landscape.

Money News with Ross Greenwood: Highlights
The Market Wrap with Adam Dawes, Senior Investment Adviser, Shaw and Partners

Money News with Ross Greenwood: Highlights

Play Episode Listen Later Jun 30, 2025 10:18


ASX200: up 0.33%, 8548 GOLD: $3,415 US/ounce BITCOIN: $164,546 The Health Care sector led the way, with stocks up 1.6%, led by CSL, Pro Medicus and Cochlear. James Hardie shares were up 7.1% to $41.70. Brickworks on track to gain in its property division. Shares were up 0.3% to $34.40 Droneshield announced another contract worth $9.7 million, but the company closed the day down more than 4% to $2.28. BHP, Fortescue and Rio Tinto were all down by more than 1%, and also closing lower were Woodside, Xero and Newmont. James Hardie will switch its primary listing to the US as it completes a $14 billion takeover of Azek. See omnystudio.com/listener for privacy information.

Money News with Ross Greenwood: Highlights
The Market Wrap with Carl Capolingua, Senior Editor at Market Index

Money News with Ross Greenwood: Highlights

Play Episode Listen Later Jun 25, 2025 8:44 Transcription Available


A significant order for defence industry company Droneshield saw it rocket on the market today. ASX200: up 0.04% to 8,559 GOLD: $3,328 US/oz BITCOIN: $164,675 AUD CBA shares reaching a new intraday high above $192 eventually closing up 1.7% to $191.40. Droneshield signed a new contract in Europe worth more than $60 million. Shares were boosted 20% to $2.14. Virgin Australia continued to soar, rising by another 3.4% on its second day of trading to close at $3.34. BHP fell 1%, Fortescue was down 2.3%, but Rio recovered from earlier losses to only drop 0.6% to $104.30 Gold miners Northern Star Resources, Evolution Mining, and Newmont all took a hit. CURRENCY: AUD/USD: 65.0 US cents AUD/GBP: 47.7 pence AUD/EUR: 56 Euro cents AUD/JPY: 94 Japanese yen AUD/NZD: 1.08 NZ dollars See omnystudio.com/listener for privacy information.

The KE Report
Darrell Fletcher - Commodity Market Insights: Energy, Copper, and Precious Metals Trends

The KE Report

Play Episode Listen Later Jun 24, 2025 20:56


In this KE Report daily editorial, I'm joined by Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, who provides a trading desk perspective on the latest price action, positioning, and macro signals across the energy, copper, and precious metals markets. - Energy volatility dominates June - from geopolitical spikes to bearish fundamentals. - Copper holds firm above $4 with physical market dislocations and tariff pricing. - Gold consolidates near record highs as silver plays catch-up. Key Discussion Highlights: Energy Markets: Oil spiked on Middle East tensions but quickly reversed on news of a ceasefire. Darrell highlights that despite short-term risk premiums, the WTI forward curve remains anchored around $62, reflecting ongoing bearish fundamentals like rising global inventories and weakening demand. US rig counts are at multi-year lows, but no supply shock is expected yet. Natural Gas: A short-lived surge on heatwave-driven demand brought prices above $4, but markets have now converged back toward $3.50. Darrell notes a balanced setup, supported by increasing LNG flows and long-term support from Calendar 2026 pricing around $4.40. Copper: The metal continues to trade strongly just below $5/lb. Physical flows into COMEX are pushing spreads higher, with LME inventories falling and tariff expectations leading to a 10-15% price premium. Large copper miners like Freeport and BHP are rebounding, but still lag copper's year-to-date performance. Precious Metals: Gold is flat for the month but remains near record highs, while silver is up 7% in June and closing the performance gap. Darrell maintains a bullish view on gold due to debt concerns, a weakening USD, and potential Fed rate cuts. Silver, while less of a pure monetary asset, shows strong industrial demand and momentum. US Dollar & Macro Impact: A falling USD (down ~10% YTD) is generally supportive of commodities, but Darrell points out the correlation is looser than in the past. He sees continued pressure on the greenback from fiscal concerns and rate cut expectations.

Money News with Ross Greenwood: Highlights
The Market Wrap with Dianne Colledge, Private Client Adviser at Morgans

Money News with Ross Greenwood: Highlights

Play Episode Listen Later Jun 23, 2025 11:35 Transcription Available


Metcash – the largest operator of IGA stores – has said the illegal tobacco trade is hurting its bottom line. MARKET WRAP: ASX200: down 0.36%, 8474 GOLD: $3,363 US/ounce BITCOIN: $159,214 AUD Energy & Utilities rose on war threats: Woodside was flat, with Santos 1% higher, with LNG seller Origin also lifting just under 1%. Metcash rose 2.7% after revealing an 8.9% uplift in group revenue to $17.3 billion. BWP Trust rose 1.9 per cent to $3.65 Reece Holdings up more than 2% to $16.57 TPG and Medibank rose more than 1% ANZ Bank fell 0.6%, National Australia Bank shed a few cents to close at $38.88. Fortescue gave up 1% BHP fell 1.5% per cent to $35.64 Rio Tinto fell marginally but still closed above $100 a share at $101.83. Drone Shield fell more than 4% to $1.83 CURRENCY UPDATE: AUD/USD: 63.9 US cents AUD/GBP: 48.2 pence AUD/EUR: 56 Euro cents AUD/JPY: 94 yen AUD/NZD: 1.08 Dollars See omnystudio.com/listener for privacy information.

Money News with Ross Greenwood: Highlights
The Market Wrap with Tony Sycamore – Market Analyst, IG Australia

Money News with Ross Greenwood: Highlights

Play Episode Listen Later Jun 19, 2025 8:00 Transcription Available


The US Fed has kept interest rates on hold, so will investors look towards safety in the Australian banks while unrest continues? MARKET WRAP: ASX200: down 0.09%, 8523 GOLD: $3,368 US/ounce BITCOIN: $161,897 AUD Commonwealth Bank up 1.5% to $182.85 National Australia Bank rose 1.1%, with Westpac 1.8% higher, and ANZ up 0.3% per cent after announcing its retail boss would leave the bank. Aristocrat rose 1.6% to $66.73 Cleanaway closed up 1.1% to to $2.73 Weaker Chinese data sent iron ore majors lower, with BHP off 2% to $36.13 and Fortescue off 1.7% to $14.77. Gold miners fell, with Evolution down 4.5% to $7.78 Utility stocks were also sold off as Origin and AGL both dipped 1.4%. KMD Brands fell more than 3% to hit a record low of 25¢, WiseTech Global dipped 1.9% after announcing that two directors would exit the board. CURRENCY UPDATE: AUD/USD: 64.7 US cents AUD/GBP: 48.2 pence AUD/EUR: 56 Euro cents AUD/JPY: 94 yen AUD/NZD: 1.08 Dollars See omnystudio.com/listener for privacy information.

Room 101 by 利世民
太平洋資源爭奪戰

Room 101 by 利世民

Play Episode Listen Later Jun 18, 2025 36:17


* 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

Money News with Ross Greenwood: Highlights
The Market Wrap with Grady Wulff, Market Analyst at Bell Direct

Money News with Ross Greenwood: Highlights

Play Episode Listen Later Jun 18, 2025 9:49 Transcription Available


Uranium stocks have benefited from increased demand for the nuclear energy push around the world. ASX200: down 0.12% to 8,531 GOLD: $3,384 US/oz BITCOIN: $161,708 Boss Energy met its first-year production guidance, shares gained another 4.3% on the news to $4.66 Deep Yellow up almost 4%, Bannerman rising 4.8% Iron ore futures slid to $92 US a tonne, which hurt our big miners. BHP traded 1.2% lower, Fortescue fell 4%, while Rio Tinto lost 1.1%. While down over 1% were ANZ, Origin Energy, and Qantas Cochlear pushed 0.8% higher to $283.78 AUD/USD: 65 US cents AUD/GBP: 48.3 Pence AUD/EUR: 56 Euro cents AUD/JPY: 94 Yen AUD/NZD: 1.08 NZ dollars See omnystudio.com/listener for privacy information.

Digital Finance Analytics (DFA) Blog

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?"

Let's Take This Offline: The Podcast for Everyday Leaders
Navigating boardroom dynamics with Dr Juliet Bourke

Let's Take This Offline: The Podcast for Everyday Leaders

Play Episode Listen Later Jun 4, 2025 29:45


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

Entrepreneurs for Impact
#229: Dr. Liz Dennett, CEO of Endolith – Sustainable Mining with Microbial Power. Copper Extraction from Low-Grade Ores. Critical Metals. Biotech. PhD in Astrobiology. BHP and Rio Tinto Partnerships.

Entrepreneurs for Impact

Play Episode Listen Later Jun 2, 2025 49:56


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.--

Shipping Forum Podcast
2025 2nd Maritime Leaders Summit | the Charterers' Perspective - CL and DNV

Shipping Forum Podcast

Play Episode Listen Later Jun 2, 2025 41:48


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 – ValeHosted 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, NorwayView More: https://shorturl.at/1zh3x

Investing Compass
Why you should pay attention to the new super tax

Investing Compass

Play Episode Listen Later May 17, 2025 23:54


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.