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QUÈ HI HA DE 9? | PGM 34 - 19-06-26 by EL 9 FM
Brethren, this Short Talk Bulletin Podcast episode was written by RW Bro Furman Vincen, PGM – TX, and is brought to us by WBro David Koncz, PM – United #8, ME. In honor of Father’s Day, may this story of a man and his father bring Light to brothers everywhere. Enjoy, and do share this and all of these Podcast episodes with your brothers and your Losge.
The US Navy is lost at sea and in the thrall of exquisite platform that be the maritime tombs of tens of thousands of sailors in the coming wars of the 21st century. The acquisition system is broken beyond repair, burn it down. The aircraft carrier has been a signature component of US naval power and prestige for more than a century. The utility has continued to diminish since the end of WWII. The tremendous disadvantage of putting so much manpower and treasure into these single use leviathan systems in the modern world of distributed missile and PGM systems, emerging near-peer & peer adversaries and concentration of power in vulnerable systems is a recipe for future disaster. The US Navy surface fleet is in tatters and shattered by readiness, maintenance and armament issues that are critical indicators of a navy totally unprepared. More on the carrier dilemma in Chasing Ghosts Episode #034, WarNotes #10 and Dispatch #006. Note: This post is published a little early due to my attendance at the Military Operations Research Society Annual Symposium in CO this week. References: Jeff Vandenengel National Policy and the Panoceanic Navy Gregory Vistica Fall from Glory: The Men Who Sank the U.S. Navy Michael Junge Crimes of Command: in the United States Navy, 1945-2015 Gerry Doyle Carrier Killer: China's Anti-Ship Ballistic Missiles and Theater of Operations in the early 21st Century David Lee Russell Early U.S. Navy Carrier Raids, February-April 1942: Five Operations That Tested a New Dimension of American Air Power Jeff Vandenengel Questioning the Carrier: Opportunities in Fleet Design for the U.S. Navy Jeff Vandenengel interview on Midrats with CDR Salamander Ivan Gogin Fighting ships of the PEOPLE LIBERATION ARMY NAVY 1949 – 2023 Jerry Hendrix Retreat From Range: The Rise and Fall of Carrier Aviation My Substack Write me at cgpodcast@pm.me
Brethren, this Short Talk Bulletin Podcast episode was written by Bro Sumner G. Whittier, Former Lieutenant Governor of Massachusetts, Director of the VA under President Eisenhower, and member of Galilean Lodge, Everett MA, and is brought to us by MW Bro Russ Charvonia, PGM – CA. Here we find a condensation of a speech Bro Sumner gave in 1961 at the Feast of St. John the Evangelist, which marked the 175th anniversary of the Grand Lodge of New Jersey. While these remarks were given some sixty five years ago, they might have been from these very days of ours. Enjoy, and do share this and all of these Podcast episodes with your brothers and your Lodge.
QUÈ HI HA DE 9? | PGM 33 - 12-06-26 by EL 9 FM
Brethren, this Short Talk Bulletin Podcast episode was written by MW Bro Rev Thomas Sherrard Roy, PGM – MA, and is brought to us by MW Bro Russ Charvonia, PGM – CA. Five delegates from Massachusetts were members of the Second Continental Congress which adopted the Declaration of Independence and signed that document. They were John and Samuel Adams, Eibridge Gerry, John Hancock, and Robert Treat Paine. While Masonic membership has been claimed for Elbridge Gerry, a claim of doubtful validity, the only Massachusetts Masons we can be sure of were John Hancock and Robert Treat Paine. Enjoy, and do share this and all of these Podcast episodes with your brothers and your Lodge.
The World Cup kicks off Thursday — so which stocks actually win? Simon Brown ran a data-driven hunt and the answer is counter-intuitive: skip the obvious bets. His own scrape of stadium-adjacent hotels found accommodation available everywhere, with 84 of 104 games unsold, so hoteliers have no pricing power and the retail uplift is marginal. The real edge sits with the kit makers — Adidas and Nike both screen cheap against analyst targets — and the betting operators, Sun International and NYSE-listed Super Group. He also looks at JSE newcomer Canal+ and the free-streaming threat from SABC Plus. Plus: three mega IPOs landing at once (SpaceX, Anthropic, OpenAI) and the $160bn funding crunch behind Micron's 16% drop, and a bleak read on the PGM miners. Topics: World Cup stocks, Adidas, Nike, Canal+, Sun International, Super Group, SpaceX, Anthropic, OpenAI, PGMs. WorldWideMarkets is part of JustOneLap.com.
The US Navy is lost at sea and in the thrall of exquisite platform that be the maritime tombs of tens of thousands of sailors in the coming wars of the 21st century.The acquisition system is broken beyond repair, burn it down.The aircraft carrier has been a signature component of US naval power and prestige for more than a century. The utility has continued to diminish since the end of WWII. The tremendous disadvantage of putting so much manpower and treasure into these single use leviathan systems in the modern world of distributed missile and PGM systems, emerging near-peer & peer adversaries and concentration of power in vulnerable systems is a recipe for future disaster.The US Navy surface fleet is in tatters and shattered by readiness, maintenance and armament issues that are critical indicators of a navy totally unprepared.More on the carrier dilemma in Chasing Ghosts Episode #034, WarNotes #10 and Dispatch #006.Note: This post is published a little early due to my attendance at the Military Operations Research Society Annual Symposium in CO this week.References:The Documents Exist: Nobody Assigned Them As Mandatory Reading.What Would Rickover Do?Jeff Vandenengel National Policy and the Panoceanic NavyJames D, Hornfischer Who Can Hold the Sea: The U.S. Navy in the Cold War 1945-1960Gregory Vistica Fall from Glory: The Men Who Sank the U.S. NavyMichael Junge Crimes of Command: in the United States Navy, 1945-2015Gerry Doyle Carrier Killer: China's Anti-Ship Ballistic Missiles and Theater of Operations in the early 21st CenturyDavid Lee Russell Early U.S. Navy Carrier Raids, February-April 1942: Five Operations That Tested a New Dimension of American Air PowerJeff Vandenengel Questioning the Carrier: Opportunities in Fleet Design for the U.S. NavyJeff Vandenengel interview on Midrats with CDR SalamanderIvan Gogin Fighting ships of the PEOPLE LIBERATION ARMY NAVY 1949 - 2023Jerry Hendrix Retreat From Range: The Rise and Fall of Carrier AviationMy SubstackWrite me at cgpodcast@pm.me
QUÈ HI HA DE 9? | PGM 32 - 05-06-26 by EL 9 FM
9 mesos d'hivern - PGM 08 - 04-06-26 by EL 9 FM
Brethren, this Short Talk Bulletin Podcast episode was written by RW Ill Bro Norris G. Abbot Jr., 33rd, PGH – RI, and is brought to us by MW Bro Russ Charvonia, PGM – CA. Bro Ellery was one of Rhode Island’s signers of the Declaration of Independence and the Constitution, and a member of the Continental Congress that adopted them. In this year of America’s semi-quincentennial birthday celebration, let us pay homage to this brother who was instrumental to the success of the Revolution. Enjoy, and do share this and all of these Podcast episodes with your brothers and your Lodge.
QUÈ HI HA DE 9? | PGM 31 - 29-05-26 by EL 9 FM
Brethren, this Short Talk Bulletin Podcast episode consists of two addresses by brothers who have distinguished themselves in public service, and is brought to us by MW Bro Russ Charvonia, PGM – CA. These remarks suggest answers to the question posed in the title, where do we go from here? Enjoy, and do share this and all of these Podcast episodes with your brothers and your Lodge.
Stephen Grootes speaks to Craig Miller, CEO of Valterra Platinum, about his leadership journey, the company’s successful demerger from Anglo American, and how he is steering the business as a standalone PGM producer, focusing on operational stability, cost discipline, a high-performance culture, and delivering sustainable returns in a volatile global commodities cycle. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
QUÈ HI HA DE 9? | PGM 30 - 22-05-26 by EL 9 FM
Small Cap Breaking News You Can't Miss!Here's a quick rundown of the latest updates from standout small-cap companies making big moves today:Draganfly Incorporated (NASDAQ: DPRO) (CSE: DPRO) (FSE: 3U8)Draganfly and F4 Defense International have been selected by the DEVCOM Army Research Laboratory to develop a modular, multi-layered counter-drone system for the Department of War. The platform combines tethered aerial intelligence, AI-enabled targeting, and coordinated ground and air defeat capabilities designed for rapid deployment in contested operational environments. This contract expands Draganfly's defense presence in the global Counter-UAS market projected to exceed US$20 billion by 2030.New Age Metals Incorporated (TSX.V: NAM) (OTCQB: NMTLF) (FSE: P7J)New Age Metals is advancing the next phase of PLATSOL metallurgical testwork at its River Valley Platinum Group Metals Project in Ontario, building on proof-of-concept results showing palladium recoveries of up to 93%, platinum of 88%, and gold of 98%. The 6-month program by SGS Canada will optimize processing conditions and evaluate downstream PGM recovery to improve overall project economics. River Valley is one of North America's largest undeveloped primary palladium projects, with a 16-year mine life outlined in its 2023 PEA.Freegold Ventures Limited (TSX: FVL) (OTCQX: FGOVF)Freegold Ventures reported high-grade infill drill results at its Golden Summit Project in Alaska, including 19.2 g/t Au over 24.7 metres and 33.7 g/t Au over 19.5 metres. Higher-grade corridors have now been traced continuously for more than 1.5 km, supporting the scale of a project hosting an Indicated Resource of 17.2 million ounces at 1.24 g/t Au. With six rigs active and a Pre-Feasibility Study advancing, these results continue to build confidence in the project's higher-grade domains.IMPACT Silver Corp. (TSXV: IPT) (OTCQB: ISVLF)IMPACT Silver delivered record first quarter results for 2026, with revenue nearly tripling to $31.2 million and net income reaching a record $11.3 million. The strong performance at its Zacualpan silver mining camp in Mexico reflects high silver production combined with favorable silver prices and operational efficiency. Since 2006, IMPACT has generated over $352 million in cumulative silver revenue and carries no long-term debt.PharmAla Biotech Holdings Inc. (CSE: MDMA) (OTCQB: MDXXF)PharmAla Biotech has signed a term sheet to license the exclusive U.S. rights to ALA-002, its next-generation non-racemic MDMA therapeutic, to Jupiter Neurosciences (NASDAQ: JUNS) in a transaction valued at over US$100 million through upfront consideration, milestone payments, and royalties. ALA-002 carries FDA Novel Chemical Entity designation and is currently being supplied into U.S. government-sponsored clinical trials for PTSD, including studies by the Department of Veterans Affairs. PharmAla retains all international rights outside the United States, preserving significant additional value potential.Bottom Line: Today's small-cap lineup spans defense innovation, critical metals advancement, high-grade gold discovery, record silver production, and a landmark biotech licensing deal — a strong, diversified day for small-cap investors.Stay ahead of the market — follow AGORACOM for more breaking small-cap news and insights.
O "Ulrich Responde" é uma série de vídeos onde respondo perguntas enviadas por membros do canal e seguidores, abordando temas de economia, finanças e investimentos. Oferecemos uma análise profunda, trazendo informações para quem quer entender melhor a economia e tomar decisões financeiras mais informadas.00:00 - Começando mais um Ulrich Responde00:13 – Game over para Flávio Bolsonaro?05:48 – O áudio do Flávio abre espaço para uma 3ª via?07:11 – Lula vai almoçar Zema e Michele nos debates?07:53 – Sábia a atitude de Zema?10:46 – Qual candidato você acha que conseguiria organizar a economia brasileira?11:21 – Com esse episódio do Flávio Bolsonaro, a esperança de derrotar o Lula acabou?12:03 – O mercado já está precificando uma possível derrota de Flávio Bolsonaro?13:07 – Dólar subindo é reação a possível vitória de Lula?13:34 – Por que não devemos gastar todo o nosso tempo acompanhando o noticiário político?17:01 – Visita da delegação americana à China: o que acontece se o "Air Force One" caísse?21:37 – Michael Burry e liquidez: em qual moeda ficar líquido para aproveitar oportunidades?22:33 – O modelo chinês de investimento público em infraestrutura pode ser replicado no Brasil?24:19 – Faz sentido usar a ação Stretch STRC como alocação de caixa para oportunidades?25:36 – Por que não falaram sobre metais do grupo da platina (PGM) com Marcelo Lopez?26:31 – Como o Bitcoin responderia a um eventual crash das ações de tecnologia?27:33 – Como libertário, você acredita que a democracia já falhou?28:04 – Estamos próximos de um novo "Cisne Negro"?28:26 – Visão sobre Inteligência Artificial: futuro caótico ou administrável?30:39 – O que acha de uma carteira composta por Strategy, Stretch e OranjeBTC OBTC3?30:50 – Por que o Euro não consegue se tornar a principal moeda global no lugar do dólar?31:37 – Por que Nasdaq subiu no meio da guerra?33:13 – Qual ativo você está mais exposto?33:15 – Não seria interessante para o Brasil um presidente que não se curva ao imperialismo americano?34:08 – Aeroporto, Bitcoin ou segundo passaporte: qual a melhor saída do Brasil?35:06 – Qual é a Stablecoin mais confiável e transparente atualmente?35:46 – Além de Richard Rytenband, quais mentores e autores impactaram sua trajetória?38:24 – Encerramento e considerações finais.
QUÈ HI HA DE 9? | PGM 29 - 15-05-26 by EL 9 FM
Interview with Sean Whiteford, CEO, NexMetals MiningOur previous interview: https://www.cruxinvestor.com/posts/nickel-enters-a-new-era-as-indonesia-tightens-supply-and-prices-surge-10057Recording date: 8th May 2026NexMetals Mining is advancing the redevelopment of its Selebi and Selkirk copper-nickel-PGM deposits in Botswana through a combination of metallurgical innovation and aggressive exploration. A key breakthrough has been the successful production of separate, saleable copper and nickel concentrates, eliminating the need for costly smelter construction. This shift significantly reduces capital requirements and execution risk, making the projects more feasible for a development-stage company.The deposits currently host approximately 28 million tons grading over 3% copper equivalent, with ongoing drilling aimed at expanding the resource base. A newly identified “flexure zone” at Selebi Main, defined through modern geophysical techniques, represents a high-priority target with strong indications of extensive mineralisation. Wide-spaced drilling has already demonstrated the potential for rapid resource growth.Metallurgical testing has delivered results well above previous assumptions, with copper recoveries improving to 88% from 70% and palladium to 78.5% from 59%. Additional payable metals, including cobalt, gold, and silver, further enhance project value. These improvements are expected to increase net smelter return values and lower cutoff grades in the upcoming resource update, strengthening overall project economics.Backed by an $80 million financing, NexMetals is progressing toward a maiden preliminary economic assessment, which will outline capital costs, operating metrics, and returns under the new concentrate-based development plan. Analysts have set price targets ranging from $8.50 to over $12, suggesting potential upside from current levels.Strategically, the company is evaluating options such as a joint venture or spin-out of the Selkirk asset to unlock value while focusing on Selebi. Botswana's stable, mining-friendly environment, existing infrastructure, and streamlined permitting further support a potentially accelerated path to production compared to greenfield projects.Learn more: https://www.cruxinvestor.com/companies/nexmetals-mining-corpSign up for Crux Investor: https://cruxinvestor.com
QUÈ HI HA DE 9? | PGM 28 - 08-05-26 by EL 9 FM
9 mesos d'hivern - PGM 07 - 30-04-26 by EL 9 FM
Brethren, this Short Talk Bulletin Podcast episode is condensed from a paper presented by WBro Alan E. Roberts to the Conference On Masonic Education, and is brought to us by MW Bro Russ Charvonia, PGM – CA. We CAN do it. We can take the men who come to our door seeking Light, and turn them into lifelong, passionate Masons, and not just members. Here, we find an excellent discussion about just how this is possible. Enjoy, and do share this and all of these Podcast episodes with your brothers and your Lodge.
Zimele Mbanjwa from FNB Wealth & Investments unpacks February mining output data, with a surge driven by a 50% jump in PGM production, and asks whether any PGM miners are starting to look attractive. Nerina Visser, director at ETFsa, joins us as an offshore ETF lists on the JSE this morning. Stephan Potgieter, CEO of BetterHome Group Mortgage Origination and BetterBond, looks at the continued rise of first-time buyers and growing demand for smaller homes, flats and townhouses.
Small Cap Breaking News You Can't Miss!Here's a quick rundown of the latest updates from standout small-cap companies making big moves today:Power Metallic Mines Inc. (TSXV: PNPN) (OTCBB: PNPNF) (Frankfurt: IVV1)Power Metallic's Winter 2026 drill campaign at the Lion Zone returned strong assay results, with hole PML-26-050 cutting 27.10 metres of 2.17% copper equivalent, including a high-grade 4.76-metre interval at 10.43% CuEqRec. The infill drilling continues to confirm the eastern edge of the copper shoot and supports a planned 2026 Mineral Resource Estimate. With palladium, platinum, and silver credits alongside copper, this polymetallic system in Quebec stands out for its grade and width.HPQ Silicon Inc. (TSX-V: HPQ) (OTCQB: HPQFF) (FRA: O08)HPQ Silicon reported that 21700 cylindrical cells using Novacium's GEN4 silicon anode material have exceeded 7,000 mAh of discharge capacity under extended test conditions — a milestone not widely reported for industrial-format lithium-ion cells. The result maintained initial cycle stability at a lower voltage cutoff than the industry standard, suggesting superior performance over conventional graphite cells under demanding conditions. HPQ holds exclusive North American rights to commercialize Novacium's silicon anode technology under the ENDURA+ brand.Grid Metals Corp. (TSXV: GRDM) (OTCQB: MSMGF)Grid Metals has signed a definitive option and joint venture agreement with Boliden Mineral Canada Ltd. to explore the Thompson East copper-nickel project in northern Manitoba, with Boliden funding a minimum of CAD$9.6 million in staged work to earn an 80% interest. The project sits approximately 15 km from the world-class Thompson Nickel Belt, targeting a Tier 1 magmatic copper-nickel-PGM-cobalt deposit. This partnership with a globally recognized major de-risks the project and brings institutional-quality exploration capacity to Grid Metals.Foremost Clean Energy Ltd. (NASDAQ: FMST) (CSE: FAT) (WKN: A3DCC8)Foremost Clean Energy's 2026 drill program at the Hatchet Lake South Uranium Project in Saskatchewan has intersected unconformity-related uranium mineralization across five holes, highlighted by 1.0% eU3O8 over 1.4 metres within a 4.6-metre interval averaging 0.34% eU3O8. Step-out drilling has expanded the Tuning Fork Uranium Zone to over 150 metres of strike length, building on the 2025 discovery. Strategic backing from major shareholder Denison Mines and proximity to the uranium-rich eastern Athabasca Basin add further credibility to this emerging discovery.Mogotes Metals Inc. (TSXV: MOG) (FSE: OY4) (OTCQB: MOGMF)Mogotes Metals has entered an option-to-joint-venture agreement with Kennecott Exploration Company, a Rio Tinto subsidiary, over the Copper Cliff gold-copper porphyry project in Montana, earning up to 60% through staged exploration expenditures. The deal leverages Rio Tinto's existing 25-hole drill database and targets a large porphyry system with an exploration footprint approximately 1,000 metres deep and 450 by 300 metres at surface. This no-cash earn-in pairs Mogotes with one of the world's largest mining companies in a counter-seasonal project that complements its Argentine flagship.Bottom Line: Today's releases highlight broad momentum across Canadian and North American exploration — high-grade copper-palladium drilling at Power Metallic, a silicon battery capacity breakthrough at HPQ Silicon, institutional earn-in agreements at Grid Metals and Mogotes Metals, and an expanding uranium discovery at Foremost Clean Energy.Stay ahead of the market — follow AGORACOM for more breaking small-cap news and insights.And don't forget to check out our podcast for deeper dives: https://open.spotify.com/show/74mVPkfalaWXFYY65A2XLM
Brethren, this Short Talk Bulletin Podcast episode was written by Bro William A. Parks, Chairman of the GL of WI Committee on Masonic Education, and is brought to us by MW Bro Russ Charvonia, PGM – CA. Here we find an excellent lecture discussing some of the fundamental teachings of the Craft. Enjoy, and do share this and all of these Podcast episodes with your brothers and your Lodge.
Brethren, this Short Talk Bulletin Podcast episode was written by MW Bro Carl H. Claudy and is brought to us by MW Bro Russ Charvonia, PGM – CA. I recently visited a Lodge a few towns away for the first time; they were giving an EA degree to a new member. There were a few details, in the degree and in the Lodge room, that were different than I am familiar with from my own home Lodge. While being mildly troubled by this, MW Bro Charvonia delivered this excellent Short Talk, which immediately put my mind at refreshment. Enjoy, and do share this and all of these Podcast episodes with your brothers and your Lodge.
Brethren, this Short Talk Bulletin Podcast episode was written by WBro Elbert Bede, Editor Emeritus of the Oregon Freemason, and is brought to us by MW Bro Russ Charvonia, PGM – CA. Astronomy and Geometry are closely linked in the liberal arts and sciences of Freemasonry. The Winding Stairs lecture, and these days less so The Dewdrop Lecture are an important part of the Fellowcraft degree. Here we find an excellent discussion about the what and the why. Enjoy, and do share this and all of these Podcast episodes with your brothers and your Lodge.
Brethren, this Short Talk Bulletin Podcast episode is adapted from a paper of the same name shared by the committee on Research and Education of the Grand Lodge of Minnesota, and is brought to us by MW Bro Russ Charvonia, PGM – CA. It has been said that the purpose of Freemasonry is the pursuit of excellence. All of our teachings are directed towards excellence in the pursuit of our duties to God, our country, our neighbors and ourselves. The continuing effort to improve one’s self is the true mark of a Mason. Enjoy, and do share this and all of the Podcast episodes with your brothers and your Lodge.
Brethren, this Short Talk Bulletin Podcast episodes was written by MW Bro Donald M. Severson, PGM – MN. Every Master Mason is familiar with the phrase, “…in order that I might receive Master’s wages, to better support my wife and family, and contribute to the relief of a distressed worthy Master mason, his widow and orphans. ” Here, we find an excellent discussion of what is meant by “Masters’ Wages”. Enjoy, and do share this and all of these Podcast episodes with your brothers and your Lodge.
In this episode of Mining Weekly, investment master Peter Major joins Alec Hogg to dissect a volatile resources landscape. Major argues that while geopolitical strikes rattle markets, gold's strength stems from central bank demand rather than just conflict. He offers a "stock picker's" perspective on the PGM recovery, copper's overvaluation, and why he's eyeing pullbacks in Afrimat and Orion Minerals while remaining cautious on a fully rerated Anglo American.
What are the ancient Egyptian Coffin Texts from 4,000 years ago? How do they interweave with the Graeco-Egyptian Magical Papyri (or PGM) spells? How can we become vessels through which the conjuratory power of the Gods flows to prevail against the darkness? Jack Grayle - author, ceremonial magician, playwright, practitioner, and devotee of Hekate - shares about the Coffin Texts and how he employs them in his latest PGM course, answers listener questions and more!⇓ ⇓ ⇓►⚡Register for Jack's PGM course - https://jackgrayle.com/courses/pgm-praxis-3-the-darkness/ ►✅Jack's NEW Hekateon update (Trade Hardcover) - https://www.miskatonicbooks.com/product/the-hekataeon-by-jack-grayle-trade-hardcover/ —---------✦
Stephen Grootes speaks to Craig Miller about Valterra Platinum’s strong 2025 results, including doubled headline earnings, higher PGM prices, improved production and cost savings — as well as the company’s progress following its demerger from Anglo American, and the $100 million in 2025 export proceeds still owed by the Zimbabwean government under its foreign‑currency retention rules. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
David Fraser of Peregrine Capital believes that SA's exposure to both gold and the PGM basket is going to provide ‘a great tailwind for next year'.
In S7E11 I sit down with Carl Hayden Smith and Pascal Michael to discuss technomagic, the PGM, UAP phenomena, out of body experiences, hyperhumanism and much more.Carl:https://www.themoc.org/https://www.researchgate.net/profile/Carl-Hayden-SmithPascal:https://www.researchgate.net/profile/Pascal-MichaelSUBSCRIBE to the ARCANVM Newsletter:https://ikebaker.com/newsletterFor all things Ike be sure to visit/message him at: https://ikebaker.comSUPPORT ARCANVM for $5/MONTH: https://patreon.com/arcanvm FOLLOW on Facebook: https://facebook.com/arcanvvm FOLLOW on Instagram: @a.r.c.a.n.v.m
Brethren, this Short Talk Bulletin Podcast episode was written by MW Bro Jeffrey Williamson, PGM – NY, and is brought to us by VW Bro David Koncz, PM – United #8 ME. We find ourselves at the start of a new year, and with that come new officers and new responsibilities. Some brothers serve their Lodges by accepting the next chair and traveling through the line. But does this engender leadership of our Craft? Or does it just lead to more continuing? Enjoy, and do share this and all of these Podcast episodes with your brothers and your Lodge, and especially with all new officers.
Please Support “Unshackled” at PGM.org
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Recording date: 23rd December 2025Olive Resource Capital executives are positioning against consensus views heading into 2026, predicting commodity strength driven by unprecedented fiscal stimulus rather than the widely anticipated recession that has dominated economic forecasts for three consecutive years.Sam Pelaez, President, CEO, and CIO, identified oil as his top commodity performer despite—or rather because of—overwhelming bearish sentiment. With Atlanta Fed GDP tracking above 3%, Federal Reserve liquidity injection, and Chinese expansionary fiscal policy, Pelaez argues the global economy will surprise to the upside. He characterised oil as "the most hated commodity" trading in oversold conditions, positioning it for recovery as excessive negative positioning unwinds against improving fundamental backdrop.Executive Chairman Derek Macpherson selected platinum as his best performer, citing structural market deficits and anticipated regulatory shifts. The critical catalyst involves potential rollback of electric vehicle mandates eliminating internal combustion engines by 2030-2035. Such policy reversals would extend ICE production timelines, directly supporting platinum demand through catalytic converter applications in a tight, supply-constrained market.In their most controversial prediction, both executives identified silver as likely to disappoint relative to extremely bullish expectations. Pelaez noted that 25-year volume-weighted data suggests silver has already corrected to average levels, with the biggest move occurring over the past eight weeks. He anticipates commodity leadership rotating from precious metals to industrial commodities as economic growth accelerates, reducing speculative interest in silver despite positive underlying fundamentals.The executives' no-recession call underpins their constructive commodity stance. Macpherson emphasized unprecedented government deficit spending globally—China's trillion-dollar stimulus, aggressive US spending, European defense funding—combined with Federal Reserve rate cuts creates liquidity-driven conditions favouring commodity performance. He stated this liquidity flow makes recession unlikely despite three years of predictions, instead creating stagflation environment supporting material demand.Specific equity opportunities include Ivanhoe Mines as top portfolio performer, offering exposure to one of the world's five largest copper mines with smelter entering commercial production this quarter, plus PGM phase one commissioning and premier zinc deposit. Pelaez highlighted severe scarcity of investable copper opportunities enhancing Ivanhoe's positioning.Merger and acquisition targets identified include Arizona Sonora in copper, where Rio and Hudbay involvement creates competitive tension and neighbour Ivanhoe Electric requires the asset for project viability. In gold, Aurion Resources adjacent to Rupert Resources in Finland faces increasing opportunity cost of inaction after 24 months without transaction. CANEX Metals pursuing hostile merger with Gold Basin neighbour represents classic merger arbitrage opportunity with potential dollar valuation from current 15-16 cent levels.Contrarian dark horse positions suggested in deeply depressed nickel and lithium markets, where extreme bearish sentiment and technical oversold conditions may create rebound opportunities despite uncertain fundamental timing.Geopolitical wild card involves potential Ukraine peace resolution, which executives believe would trigger reconstruction-driven commodity demand surge rather than market weakness from returning Russian supply. They note Russian oil already trades globally at discounts, suggesting peace could actually tighten markets as Russia reprices exports.The Olive Capital framework prioritises positioning against sentiment extremes—buying oversold energy whilst tempering precious metals expectations—rather than confident directional forecasts, explicitly acknowledging uncertainty whilst providing actionable investment thesis for navigating 2026 commodity markets.Learn more: https://cruxinvestor.comSign up for Crux Investor: https://cruxinvestor.com
Recording date: 17th December 2025Olive Resource Capital's leadership team has delivered a nuanced precious metals outlook for 2026 that challenges conventional wisdom whilst identifying specific opportunities backed by fundamental analysis. In this latest Compass podcast, President and CEO Sam Pelaez alongside Executive Chairman Derek Macpherson presented a framework emphasizing selectivity over broad-based precious metals enthusiasm.The firm's highest-conviction call centres on platinum, which Macpherson identified as his top commodity pick for 2026. The case rests on three pillars: persistent market deficits, tight physical supply, and anticipated policy shifts. "The market's in deficit. It's a small market and it's tight," Macpherson explained, before highlighting a critical catalyst: "I think we're going to see some of these EV mandates are going to get rolled off. More ICE engines by 2030 or 2035 are going to evaporate." This reassessment of aggressive electric vehicle timelines supports continued internal combustion engine production, sustaining autocatalyst demand for platinum and palladium. Olive maintains significant positioning in the PGM complex to capture this opportunity.The macroeconomic foundation underpinning precious metals remains robust despite consensus recession fears. Pelaez articulated the firm's contrarian economic view: "I think the global economy surprises to the upside. The general consensus is bearish. The GDP now for the Atlanta Fed is over 3%. The Treasury and the Fed are injecting liquidity right now. China is on an expansionary fiscal policy." Macpherson reinforced this perspective, noting unprecedented global deficit spending: "China's got a trillion dollars worth of stimulus, the US is spending money like it's going out of style. The Europeans all went into deficit spending to fund their defense efforts."This liquidity-driven environment creates favourable conditions for hard assets, though Olive's leadership expects commodity market leadership to potentially rotate from precious towards industrial metals. Gold maintains its portfolio role despite moderated return expectations following 2025's exceptional 60% advance, with Pelaez noting that reduced speculation in precious metals need not preclude continued gold strength supported by central bank buying and monetary accommodation.Perhaps most controversially, both executives expect silver to disappoint investors in 2026 despite positive fundamentals. Pelaez explained: "Every person on the planet seems to be uber-ultra-mega bullish silver. I'm not saying I think silver is going to go down necessarily, but it's going to be the most disappointing because the expectations for it are so high." Technical analysis suggests silver "has already corrected up to the average" based on 25 years of volume-weighted data against gold, with "the biggest move in silver" having "already occurred literally over the past eight weeks."Macpherson acknowledged tactical opportunities, expecting a "blowoff top in silver at a higher price than where we are right now," but anticipates year-end underperformance following silver's characteristic pattern of spiking then rolling off. Olive maintains silver exposure to capture near-term momentum whilst preparing to reduce positions.The firm's strategy emphasises diversified mining equities as preferred investment vehicles, highlighting Ivanhoe Mines with its PGM production "coming online at a perfect time when the market is moving higher." This approach provides leveraged precious metals exposure whilst managing single-commodity risk through companies with multiple revenue streams and operational catalysts.Learn more: https://cruxinvestor.comSign up for Crux Investor: https://cruxinvestor.com
Brethren, this Short Talk Bulletin Podcast episode was written by MW Bro Donald W. Hensiak, PGM – WI, and is brought to us by VW Bro David Koncz, PM 0 United #8, Brunswick ME. With the advent of a new year, many of us will be moving to different chairs in our Lodges, whether that be moving up the line or covering a vacant chair, and with this comes new parts of the ritual for us to learn. Here, we find an excellent discussion of our memorization, and why we do it. Enjoy, and do share this and all of these Podcast episodes with your brothers and your Lodge.
Brethren, this Short Talk Bulletin Podcast episode was written by RW Bro Charles O. Bierkan, PDDGM – CT, and is brought to us by MW Bro Russ Charvonia, PGM – CA. No city, save Jerusalem, interests Masons as much as Tyre, once the capital of Phoenicia. Here is some of that story. Enjoy, and do share this and all of these Podcast episodes with your brothers and your Lodge.
Brethren, this Short Talk Bulletin Podcast episode was written by Rev Bro Jan L. Beaderstadt, a member and past master of Copper Country Lodge No. 135, Hancock, Michigan; a member and junior warden of Bowring Lodge No. 414, Standish, Michigan; and editor of the Michigan Masonic Publication, From Point-to-Pointe, and is brought to us by MW Bro Russ Charvonia, PGM – CA. As a new entered apprentice, I stood and looked at that circle with the two parallel lines, and at my proficiency examination, recited it with perfection. But what does this really mean to me, a man and a Mason? And why the Sts. John? Enjoy, and do share this and all of these Podcast episodes with your brothers and your Lodge.
A new chapter is beginning at Sidney Resources (OTCID: SDRC). In this interview, CEO Sean-Rae Zalewski and COO and Treasurer Dan Hally share key developments driving the company's momentum at Idaho's Warren Mining District.From expanding their land position at the Warren District Project to making progress in isolating iridium and discussing the company's strategic partnerships, this conversation shows how the team is positioning Sidney Resources for value creation heading into 2026. Watch the full video to learn more.Explore: https://sidneyresources.com/Watch the full YouTube interview here: https://youtu.be/xXojQI9oyiwAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia
Brethren, this Short Talk Bulletin Podcast episode was written by MW B. Stuart Parker, PGM – Manitoba, and was first delivered to a Communication of the Grand Lodge of North Dakota. Here, MW Bro Parker should like to attempt to sketch out his concept of the true heart of the Fraternity, the source of the power that Freemasonry has to develop such an intense loyalty in the hearts of the husbands and fathers and sons who are its members. Enjoy, and do share this and all of these Podcast episodes with your brothers and your Lodge.
Please Support “Unshackled” at PGM.org
Please Support “Unshackled” at PGM.org
Please Support “Unshackled” at PGM.org
Brethren, this Short Talk Bulletin Podcast episode was written by WBro Alan E. Roberts, Babcock Lodge #322, Highland Springs VA, and is brought to us by MW Bro Russ Charvonia, PGM – CA. Brother Newton was a prolific Masonic writer whose work includes many early Short Talk Bulletin, as well as “The Builders,” a seminal Masonic work suitable for all Masons, commonly available in print, ebook, and audible. Here is the story of this remarkable Reverend, Doctor, and brother. Enjoy, and do share this and all of these Podcast episodes with your brothers and your Lodge.
Brethren, this Short Talk Bulletin Podcast episode is brought to us by MW Bro Russ Charvonia, PGM – CA. This Short Talk was adapted from a pamphlet published by the Grand Lodge A. F. & A. M. of Illinois, entitled “What can a Mason tell a non-Mason about Masonry? Enjoy, and please do share this and all of these Podcast episodes with your brothers and your Lodge, and this one especially with any non-Masons who are interested.