LEVRD

New Murchison Gold (NMG) has over $150m cash from it's latest mining activities, what is next for them? (0:00) Preview (1:20) NMG's profitable early journey (3:12) Was NMG involved in the Peak Hill process? (4:44) Leading indicators to India's rise (7:00) Grade drop last quarter (10:10) Is capital required to transition into Stage 2 (12:55) Crown Prince Underground (18:22) Any possible...

Will Peak Hill transform Great Boulder Resources from an Explorer to a cashflow positive Producer? MD Andrew Paterson takes LEVRD through the deal with Westgold. (0:00) Preview (0:46) Great Boulder acquire Peak Hill from Westgold (3:11) Price tag (5:32) How much of a win for Westgold? (7:18) Mining or Exploring or both? (9:44) Is oxide ore the priority? (11:32) What was the drawcard to Peak Hill?...

Brad Seward from GBA Capital came on for his weekly sesh to discuss the Peak Hill transaction between Great Boulder Resources and Westgold. Liontown bouncing around all over the shop and WIN Metals hitting some high grade at Radio Gold mine. LEVRD Partners   Canetoad AI - Intuitive 3D drillhole visualisation for rapidASX due diligence   https://www.canetoad.ai/#pricing   1 MONTH FREE-TRIAL CODE FO...

The damage to Qatar's LNG plant has wiped out 30% of global Helium supply. Dr Krista Davies from Prominence Energy (PRM) came onto LEVRD to explain why Helium is much more than something that goes in balloons. (0:00) Preview (0:54) Dr Krista Davies background (2:33) Helium non-substistuable (5:22) Qatar LNG plant impact on supply (6:20) Price of Helium (7:55) Comparing Helium to Tin (8:30) Glo...

Position update, note that Breakthrough Minerals (BTM) just went into Trading Halt for a capital raise (recorded before announcement). Liontown quarterly out aswell. LEVRD Partners   Canetoad AI - Intuitive 3D drillhole visualisation for rapidASX due diligence   https://www.canetoad.ai/#pricing   1 MONTH FREE-TRIAL CODE FOR INVESTORS   U76P-96U4   LEVRD Socials   X ► https://x.com/mattmichaelOG  ...

Brad Seward from GBA Capital and Matty discuss the latest couple of things that caught the eye after the long weekend. (0:00) Gold fell off a cliff in the afternoon (2:36) European Lithium takeover (5:28) USA Rare Earths deal being blocked (7:45) Gold Arc (GA8) drill results (14:00) New Murchison Gold (NMG) cash build (24:00) Valiant (VAL) + Alicanto (AQI) spinouts (28:42) Minrex (MRR) punching it...

Can Kaiser Reef (KAU) get the Henty Gold mine humming and find Gold at Maldon? Brad Valiukas (MD) came on LEVRD to get into the weeds about the operations. (0:00) Preview (1:07) Kaiser Reef overview (1:43) Recent poor quarterly (3:30) Tasmanian mining industry (5:10) Henty mine layout and constraints (8:50) Lifting mill capacity from 300kt-400kt (12:55) Tailings Dam lifts (14:25) Previous explorat...

Mega loaded episode. Quarterlies and news out of WAF, Black Cat, Develop, Northern Star, Paladin, Hillgrove, Pantoro and Kaiser Reef. LEVRD Partners   Canetoad AI - Intuitive 3D drillhole visualisation for rapidASX due diligence   https://www.canetoad.ai/#pricing   1 MONTH FREE-TRIAL CODE FOR INVESTORS   U76P-96U4   LEVRD Socials   X ► https://x.com/mattmichaelOG   Instagram ► https://www.instagra...

Just like sitting at the Broker Pub after work chatting stocks, LEVRD is the only place for it. We chatted Lithium, Rare Earths, Helium, Copper, Gold and what's looking the goods in each. LEVRD Partners   Canetoad AI - Intuitive 3D drillhole visualisation for rapidASX due diligence   https://www.canetoad.ai/#pricing   1 MONTH FREE-TRIAL CODE FOR INVESTORS   U76P-96U4   LEVRD Socials   X ► http...

We finally know what is going on at Kiaka for West African Resources. Plenty of news out (bloody haven't even made school lunches yet). Watch and see what it is. LEVRD Partners   Canetoad AI - Intuitive 3D drillhole visualisation for rapidASX due diligence   https://www.canetoad.ai/#pricing   1 MONTH FREE-TRIAL CODE FOR INVESTORS   U76P-96U4   LEVRD Socials   X ► https://x.com/mattmichaelOG  ...

Far out, its OPEN, its CLOSED, we've nearly got a deal, now we're gonna BLOW THEM UP again....driving me nuts. Other than this bloody war, D-Day for West African Resources tomorrow, and updates (that I'm interested in) out of Brightstar (BTR), Leeuwin Metals (LM1), Many Peaks (MPK) and Meteoric (MEI). LEVRD Partners   Canetoad AI - Intuitive 3D drillhole visualisation for rapidASX due...

Huge downgrade for 29 Metals. Great quarterly for Ora Banda, decent for Genesis and AIC Mines also. Massive earthquake at Cadia hits Newmont share price. LEVRD Partners   Canetoad AI - Intuitive 3D drillhole visualisation for rapidASX due diligence   https://www.canetoad.ai/#pricing   1 MONTH FREE-TRIAL CODE FOR INVESTORS   U76P-96U4   LEVRD Socials   X ► https://x.com/mattmichaelOG   Instagram ►...

2 green days in a row, cumon you bastard. Quarterly out from Evolution, Yancoal buy Kestral and a downgrade from Boss Energy. LEVRD Partners   Canetoad AI - Intuitive 3D drillhole visualisation for rapidASX due diligence   https://www.canetoad.ai/#pricing   1 MONTH FREE-TRIAL CODE FOR INVESTORS   U76P-96U4   LEVRD Socials   X ► https://x.com/mattmichaelOG   Instagram ► https://www.instagram.com/le...

Chairman of Fenix Resources (FEX), John Welborn, came on LEVRD to convince Matty to buy the stock. Iron Ore in the mid west is an interesting area of Western Australia, check out the pitch. (0:00) Preview (1:35) Fenix Iron Ore update (4:45) Sensitivity to Iron Ore, USD + Diesel (10:40) Long term Iron price (13:37) What happened with Robe Mesa (18:33) Weld Range "Right to Mine" (23:40) Fu...

Has the oil started flowing under U.S. direction? Quarterly out for Polymetals, New Murchison Gold drill results for Crown Prince East and Blackstone Minerals back in play. LEVRD Partners   Canetoad AI - Intuitive 3D drillhole visualisation for rapidASX due diligence   https://www.canetoad.ai/#pricing   LEVRD Socials   X ► https://x.com/mattmichaelOG   Instagram ► https://www.instagram.com/levrdma...

Iran negotiations saw no deal reached, so big Trump is taking over the Strait of Hormuz. Production update from Kaiser Reef and a partial one from Black Cat Syndicate. Centaurus getting debt interest, and I'm keenly watching the upcoming IGO quarterly. LEVRD Partners   Canetoad AI - Intuitive 3D drillhole visualisation for rapidASX due diligence   https://www.canetoad.ai/#pricing   LEVRD Socia...

Medallion Metals (MM8) are both building a gold mine and exploring for more. MD Paul Bennett came on LEVRD to sense check Matty's current MM8 holding. (0:00) Intro (2:59) Permitting update for Ravensthorpe (4:04) Capex sensitivity (6:48) Early opportunities at Forrestania (8:47) Contractor or other funky models to mine (11:53) Upside to mine plan at Ravensthorpe (14:23) Sensitivity to diesel (...

Quarterly updates from WAF, Alkane, Sandfire + Develop. Lets see if this AI trading is gonna work. LEVRD Partners   Canetoad AI - Intuitive 3D drillhole visualisation for rapidASX due diligence   https://www.canetoad.ai/#pricing   LEVRD Socials   X ► https://x.com/mattmichaelOG   Instagram ► https://www.instagram.com/levrdmatty/   Tiktok ► https://www.tiktok.com/@levrdmatty   Facebook ► https://ww...

Is this the actual end? Who bloody knows. Cracking quarters from Bellevue, Greatland + Regis. Meeka missed the mark and some exploration updates from Gorilla and Torque. Finally some GREEN on SCREEN. LEVRD Partners   Canetoad AI - Intuitive 3D drillhole visualisation for rapidASX due diligence   https://www.canetoad.ai/#pricing   LEVRD Socials   X ► https://x.com/mattmichaelOG   Instagram ► https:...

Do I need to say any more? LEVRD Socials   X ► https://x.com/mattmichaelOG   Instagram ► https://www.instagram.com/levrdmatty/   Tiktok ► https://www.tiktok.com/@levrdmatty   Facebook ► https://www.facebook.com/levrdtrading   Linkedin ► https://www.linkedin.com/company/levrd/   This channel and all the video content is prepared by Lifeof Mine Podcast Pty Ltd (trading as Levrd). Levrd is an Authori...

Liontown MD Tony Ottaviano came in hot for a chat on LEVRD. Big turn around for both Lithium and Liontown at the start of this year, and Tony O says the company is "flying". (0:00) INTRO (1:13) Is Liontown out of the sin bin? (2:35) Leading indicators to price spike (7:30) Is $2,400/t sitting too high? (8:20) Is the customer changing with different battery applications? (12:55) Different...

A different style of production update from Northern Star. Delta Lithium in trading halt and the market reacting positively to a possible end to the war. LEVRD Socials   X ► https://x.com/mattmichaelOG   Instagram ► https://www.instagram.com/levrdmatty/   Tiktok ► https://www.tiktok.com/@levrdmatty   Facebook ► https://www.facebook.com/levrdtrading   Linkedin ► https://www.linkedin.com/company/lev...

Justin Huhn from Uranium Insider came on LEVRD for a Uranium and Nuclear market update. Plenty of implications with the Iran War, we chatted about what might be impacted the most and what might be left in the Uranium trade. (0:00) INTRO (1:32) Is Uranium now a consensus trade? (4:30) Iran War impacting Uranium (8:29) Hard Rock vs ISR in this market (10:24) The Lotus saga (14:03) Where is the bottl...

Talk about bloody mixed messaging from big Trumpy. News out of West African Resources, AIC Mines and Hastings does a deal in Thailand. LEVRD Socials   X ► https://x.com/mattmichaelOG   Instagram ► https://www.instagram.com/levrdmatty/   Tiktok ► https://www.tiktok.com/@levrdmatty   Facebook ► https://www.facebook.com/levrdtrading   Linkedin ► https://www.linkedin.com/company/levrd/   This channel...

Troops are preparing to go on-ground in Iran, but market appears to not be shitting itself yet. Is this being accepted as a longer term thing? Oil is up, but gold is also. LEVRD Socials   X ► https://x.com/mattmichaelOG   Instagram ► https://www.instagram.com/levrdmatty/   Tiktok ► https://www.tiktok.com/@levrdmatty   Facebook ► https://www.facebook.com/levrdtrading   Linkedin ► https://www.linked...