Matt Michael

LEVRD

Business EN ↓ 81 episodes

LEVRD gives exclusive access to a Mining Engineer /Jumbo Operator running a personal Resources hedge fund using CFD's. Listen to the celebrations and blowups of trading stocks for a living.

Author

Matt Michael

Category

Business

Podcast website

levrd.live

Latest episode

Jul 7, 2026

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Episodes

Mt Monger Play: Next Door to Regis OR Genesis? | Evergold Minerals GM Tim Fraser (ASX: EG1) 07.07.2026

Evergold Minerals (ASX: EG1) has pivoted from lithium to gold — and General Manager Tim Fraser joins LEVRD to explain why the ground it's assembling sits right in the neighbourhood of Vault (which is soon to be either Regis or Genesis). We cover the rebrand from Evergreen Lithium, the portfolio build across Mt Monger and Leonora, and how deals with Metallium (Mt Monger option) and Patronus (Ra...

The Perseus Founder's Next African Copper Play | MD Mark Calderwood- Midas Minerals (ASX:MM1) 06.07.2026

Mark Calderwood built Perseus Mining from a micro-cap into a $1.6B ASX100 gold producer. Now, as Managing Director of Midas Minerals (ASX:MM1), he's applying decades of African experience to an emerging high-grade copper story in Namibia's Otavi region. In this LEVRD interview, we cover the Otavi acquisition, a maiden 211kt CuEq resource delivered in record time, standout drilling at T-13,...

One of Six +10Mt Undeveloped Aussie Lithium Deposits - Bryan Dixon: MD Charger Metals (ASX: CHR) 30.06.2026

Charger Metals (ASX: CHR) Managing Director Bryan Dixon joins LEVRD to unpack a company trading at an enterprise value of roughly $1.4M while sitting on a 106kt contained lithium resource at Lake Johnston, WA — plus a high-grade gold hit and a pending project sale to Core Lithium. We cover the recent 34% Medcalf resource upgrade, the Bynoe divestment, the path to development and DSO, the gold opti...

Kanmantoo to Paris: Investigator Silver's pure play Silver Project with MD Lachlan Wallace (ASX:IVR) 28.06.2026

Investigator Silver (ASX: IVR) Managing Director Lachlan Wallace joins LEVRD to break down the Paris Silver Project — a 100%-owned, pure-play silver development on South Australia's Eyre Peninsula. Fresh off five senior appointments and a completed DFS, we cover the path from study to construction: economics, funding, permitting and timeline to first silver doré. Lachlan has built four project...

Why go to Saudi Arabia for Copper & Gold? Sierra Nevada Gold's CEO Adam Oehlman (ASX:SNX) 25.06.2026

Adam Oehlman joins LEVRD to unpack his move to Sierra Nevada Gold (ASX:SNX) and the company's flagship Saudi Arabian project, As Safra — a district-scale Cu-Au-Pb-Zn system awarded under the Kingdom's Round 9 licensing process by Royal Decree. After building a track record at African Gold, Adam explains why As Safra was the asset that pulled him in: 5.5km of strike, rock chips up to 244g/t...

Why Morocco Controls 70% of the World's Phosphate | Daniel Gleeson - MD Canadian Phosphate (ASX:CP8) 15.06.2026

In this ep of LEVRD, Matt sits down with Canadian Phosphate (ASX: CP8) Managing Director Daniel Gleeson to discuss one of the most overlooked critical minerals markets in the world – phosphate. While most investors associate phosphate with fertiliser, the sector is increasingly attracting attention due to food security concerns, geopolitical supply concentration and the growing demand for lithium...

Why Uranium Must Go to $120/lb | Guy Keller's ASX Uranium Outlook 10.06.2026

In this episode of LEVRD, Matt sits down with Tribeca Investment Partners' Guy Keller for a deep dive into the uranium market, nuclear energy and the ASX-listed uranium sector. Despite uranium equities suffering a brutal sell-off over the past 12 months, Guy argues that the fundamental supply-demand picture remains extremely strong and that uranium prices ultimately need to move significantly...

Mexico is the place to be for Silver | Adam McKinnon - MD Advance Metals (ASX:AVM) 09.06.2026

In this episode of LEVRD, Matt sits down with Advance Metals (ASX: AVM) Managing Director Adam McKinnon for a deep dive into the company's growing portfolio of silver and gold assets across Mexico and Australia. The discussion focuses on Advance's three Mexican silver projects, including the flagship Yoquivo Project, which recently delivered a 33Moz silver-equivalent resource, and the rapidly emer...

The IOCG Hunt in South Aus: Greg Partington - CEO Tarrina Resources (TR8) 08.06.2026

In this episode of LEVRD, Matt sits down with Tarrina Resources (ASX: TR8) CEO Greg Partington to discuss the company's flagship Walparuta Project in South Australia and why management believes it has the ingredients for a significant IOCG (Iron Oxide Copper Gold) discovery. South Australia is home to some of Australia's largest mineral deposits, including Olympic Dam, Prominent Hill and C...

Pilbara Gold's (PGL) 50,000m Drill Plan: Chasing the Next De Grey? - MD Peter Turner 05.06.2026

In this episode of LEVRD, Matt sits down with Pilbara Gold CEO Peter Turner to discuss the company's strategy to aggressively grow its existing 2-million-ounce gold resource through a planned 50,000-metre drilling campaign. The conversation explores why management believes the project still has significant upside, the geological similarities to other major Pilbara gold discoveries, and whether...

Can a $6m Market Cap Generate Cashflow? - Peter Woods, MD Strata Minerals (SMX) 03.06.2026

In this episode of LEVRD, Matt sits down with Strata Minerals (ASX: SMX) Managing Director Peter Woods to discuss the company's strategy to advance the Zelica Gold Project in Western Australia. The conversation focuses on the recently announced partnership with BML Ventures, a deal that could provide a pathway toward mining while allowing Strata to preserve capital and minimise shareholder dil...

Sunshine Metals’ Plan: Liontown Cashflow & the Hunt for a Second Pajingo - MD Damien Keys (SHN) 28.05.2026

Damien Keys joins me on LEVRD to break down Sunshine Metals’ strategy to become a North Queensland gold producer through Liontown and the Mt Moss acquisition. We get into: - The high-grade gold zones at Liontown - Why the current mining study only targets part of the resource - Mt Moss and the pathway to owner-operated processing - Copper and silver upside alongside the gold - Whether Sybil could...

Direction Unknown - Matty's update 27 May 27.05.2026

Here's where the punting is at. Bloody doing my head in. LEVRD Partners   Canetoad AI - Intuitive 3D drillhole visualisation for rapidASX due diligence   https://www.canetoad.ai/#pricing   NVLD Fitness   Come get Crossfit ripped with me   @nvldfitness on insta   https://www.nvldfitness.com/   0415126334   LEVRD Socials   X ► https://x.com/mattmichaelOG   Instagram ► https://www.instagram.com/l...

ASX Suspension to Nth Qld Copper Consolidator - David Newling, Chairman of Austral Resources (AR1) 26.05.2026

David Newling joins me on LEVRD to break down Austral Resources’ transformation from a suspended ASX stock into an emerging North Queensland copper consolidator. We get into: - The restructuring and turnaround of Austral - Acquiring Rocklands out of administration - The Lady Loretta deal with Glencore - Why Austral now controls both oxide and sulphide processing - The strategy to consolidate the M...

Westgold’s Latest Spinout - Simon Coyle on Corazon’s (CZN) Chalice Gold Acquisition 25.05.2026

Simon Coyle joins me on LEVRD to break down Corazon’s acquisition of the historic Chalice Gold Project from Westgold and why the company believes it could become a serious WA gold growth story. We get into: - Existing resources and historical production - Where the exploration upside sits - Potential toll treatment through Higginsville - Comparisons to the recent Valiant, Alicanto and Great Boulde...

Very high grade rare earth intersections - Alistair Stephens Power Minerals (PNN) 22.05.2026

Alistair Stephens joins me on LEVRD to break down the Power Minerals story and why the Morro do Ferro rare earth project in Brazil is starting to attract attention. We get into:- The acquisition of Morro do Ferro - Extremely high-grade TREO and magnetic REE results - How the project compares to neighbouring Brazilian rare earth plays - The strategic importance of NdPr, Dy and Tb - Exploration upsi...

Aiming for 15% of Rare Earth market share - Zac Komur Lindian Resources (LIN) 21.05.2026

Zac Komur joins me on LEVRD to break down the Lindian Resources story and why Kangankunde is becoming one of the most talked about rare earth projects on the ASX. We get into: - The Kazakhstan downstream processing deal - How the JV economics actually work - Progress toward Q4 2026 production in Malawi - The Iluka offtake and MREC strategy - Rare earth supply chains outside China - Biggest risks t...

What the hell is Indium? - Donald Garner Iltani Resources (ILT) 20.05.2026

Donald Garner joins me on LEVRD to break down the Iltani Resources story and why the Orient Silver-Indium Project in North Queensland is starting to get serious attention. We get into:- The history of Red River and how Iltani emerged from the fallout - What indium actually is and why it’s becoming strategically important - The scale potential at Orient - High-grade silver and critical minerals ups...

Next UG mine near Dalgaranga - Peter Harold Rumble Resources (RTR) 19.05.2026

Rumble Resources (RTR) have just entered a Tolling Agreement to treat their Western Queen gold dirt at Kirkolocka. MD Peter Harold gives an update on when first ore is expected from the U/G, and how the contained Tungsten will be approached. (0:00) PREVIEW (0:39) Tolling agreement at Kirkalocka (5:03) Gold with the Tungsten kicker (7:29) Can the Tungsten be mined independently? (10:27) Starting th...

Having a Breakthrough - Fund Update 18 May 18.05.2026

Wasn't looking too bad until the screen opened. She's a bit rough out there today. LEVRD Partners   Canetoad AI - Intuitive 3D drillhole visualisation for rapidASX due diligence   https://www.canetoad.ai/#pricing   NVLD Fitness   Come get Crossfit ripped with me   @nvldfitness on insta   https://www.nvldfitness.com/   0415126334   LEVRD Socials   X ► https://x.com/mattmichaelOG   Instagram...

Bankan or Bankan-not? - Matt Wilcox Predictive Discovery (PDI) 15.05.2026

Will the Exploitation Permit finally come through for Predictive Discovery? MD Matt Wilcox came on LEVRD for a sensational in-person chat about the African miner. 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/   Tik...

Develop lose a contract but get another one - Brad Seward from the desk 13.05.2026

We chatted Uranium, Copper and Gold today. `All happening with Develop losing the Bellevue contract but on the same day picking up the Core Lithium contract. A good Broker pub chat about what's going on. 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...

Do I buy Atomic Eagle or Lotus? - Phil Hoskins CEO Atomic Eagle 12.05.2026

I'm looking for some Uranium exposure to get back in the game. Phil Hoskins joined LEVRD to break down Atomic Eagle’s (AEU) uranium project in Zambia to see if it's worth a punt for me. (0:00) Preview (1:55) Goviex backdoor listing (6:51) Muntanga project overview (10:05) Is heap leaching being used elsewhere? (13:45) 30,000 drill program (16:01) Cash in bank and future funding (19:45) Sca...

Fund update - Gotta LEVRD myself out of this hole 11.05.2026

Been busy doing company interviews, here's the punting update. 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/levrdmatty/   Tiktok ► https://www.tiktok.com/@levrdmatty   F...

Will BHP + RIO switch to Ammonia for shipping fuel? - Charles Whitfield (Chairman NH3 Clean Energy) 08.05.2026

Another commodity that has been impacted by the War....AMMONIA!!!. NH3 Clean Energy are proposing a big Ammonia project right here in the WA Pilbara. Chairman Charles Whitfield came on LEVRD to tell me plenty I didn't know about the Ammonia, Fertiliser and Marine industries. (0:00) Preview (1:26) Charles Whitfield of Galaxy fame (2:21) Ammonia as a fuel source (5:47) Grey, Blue, Green Ammonia...

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