428 Episodes

  1. Finding Value in a World of Excess with Vas Piperoglou

    Published: 3/28/2025
  2. What the hell is going on with Bellevue?

    Published: 3/27/2025
  3. The 5 Most Destructive Deals in Mining History

    Published: 3/25/2025
  4. Rio vs Fenix for Creasy’s Project (The Battle for Robe Mesa)

    Published: 3/24/2025
  5. Massive Disruption Coming to the Mining & Investment World (Rusty and Brice)

    Published: 3/21/2025
  6. Decoding Kazatomprom’s results & the uranium reaction

    Published: 3/20/2025
  7. Discussing deep value commodities with Trader Ferg

    Published: 3/18/2025
  8. Will Ramelius have competition for Spartan?

    Published: 3/17/2025
  9. Why the uranium shorts are wrong (Guy Keller interview)

    Published: 3/14/2025
  10. Have investors overblown Cobre Panama’s risk?

    Published: 3/13/2025
  11. Why these 2 miners led the bloodbath

    Published: 3/11/2025
  12. Will a 93% takeover premium spur M&A drama?

    Published: 3/10/2025
  13. Finding 10-Baggers in Junior Mining Stocks (with Vukasin & CrimsonCarp)

    Published: 3/7/2025
  14. The Quickest Way to Lose a Few Million Dollars

    Published: 3/6/2025
  15. Extracting value from overlooked mines (Vuslat Bayoglu Interview)

    Published: 3/5/2025
  16. Has the market gone cold on miners?

    Published: 3/4/2025
  17. The Future of Underground Load & Haul

    Published: 3/3/2025
  18. Has the mining industry lost the plot? With Mike Christie

    Published: 2/28/2025
  19. Will depressed prices force a Lynas raising?

    Published: 2/27/2025
  20. Will this miner crack a commodity monopoly?

    Published: 2/25/2025

1 / 22

An ex-underground miner, a couple of ex-investment bankers, and an ex-equity research guy breaking down the mining news that matters in markets. It's a bit of entertainment, information, and occasionally some alpha.