Matt Michael

LEVRD

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.

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Matt Michael

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Senaste avsnittet

1 okt 2026

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Avsnitt

121kt Copper, Granted ML's & a 15,000m Drill Program | Graeme Purcell, MD BOA Resources (ASX: BOA) 27.07.2026

BOA Resources (ASX: BOA) has moved fast — from a 49% exploration interest in the Neds Creek copper play to acquiring 100% of Core Value Australia plus the Thaduna and Green Dragon deposits from Sandfire Resources. In this interview, newly appointed Managing Director Graeme Purcell walks us through the transformation: how the deal came together, why Sandfire now sits on the register as a ~6.2% shar...

Is $4,000 Gold a Floor or a Trapdoor? | Sean Russo Interview 20.07.2026

Back in February, with gold near $5,000, I asked Sean Russo: "does it hit 4,000 or 6,000 first?". It went to 4,000 — and now we're ~28% off the January high. So is this the retracement he warned about, or just the entrée? Sean Russo — Principal at Noah's Rule, 41 years in the market since 1984, and a self-described "gold beast, not a gold bug" — returns to marry the tec...

40km of Drilling, WGX 19.9% & Path to 2Moz | Andrew Paterson - MD Great Boulder Resources (ASX: GBR) 20.07.2026

Great Boulder Resources (ASX: GBR) MD Andrew Paterson joined LEVRD to unpack a transformational few months — a completed raise, Westgold Resources taking a 19.9% strategic stake, Franklin Templeton and L1 Capital on the register, and drill rigs now turning at the Peak Hill Gold Project in WA's Murchison. Topics discussed: — The deal's done: the register, the price & the Westgold relati...

Bonanza Gold in Victoria: Richard Beazley on Rokeby's Omeo Project (ASX: RKB) 20.07.2026

Richard Beazley, Managing Director of Rokeby Resources, joins us to break down the acquisition of the Omeo Gold Project in Victoria — a historically high-grade goldfield that once produced over 235,000oz at grades above 18g/t, yet remains largely underexplored today. We get into the deal itself, the 320koz @ 4g/t historical resource, the eye-watering Sunnyside drill hits (including 0.8m @ 208.9g/t...

Will NMG build their own Mill? - Alex Passmore, MD New Murchison Gold (ASX: NMG) 17.07.2026

Alex Passmore, Managing Director of New Murchison Gold (ASX: NMG), returns for a candid catch-up on the Murchison gold story — a capital-light producer generating serious cash under its Bluebird ore-purchase agreement, yet trading lower even as the resource base jumps 47%. We dig into growth, the market disconnect, and the road to a standalone plant. Six weeks on from our last chat, gold's wob...

First Gold in 2027 for Brightstar Resources (ASX:BTR): — Can Alex Rovira Close the Valuation Gap? 16.07.2026

Alex Rovira, Managing Director of Brightstar Resources (ASX: BTR), joins us for a deep dive into one of WA's emerging gold developers — from the Goldfields build now underway to the 2.4Moz Sandstone project, plus the M&A reshaping Leonora–Laverton and why the market hasn't re-rated the ounces. Brightstar declared FID on its Goldfields development in May 2026 and is targeting first gold...

Every Hole Has Hit Copper at Chester — Raptor Metals (ASX: RAP): MD Brett Wallace 13.07.2026

Raptor Metals (ASX:RAP) Managing Director Brett Wallace joined LEVRD to unpack the company's copper and base-metals story in Canada's historic Bathurst Mining Camp, New Brunswick. From the acquisition and rebirth out of Eastern Metals, to the flagship Chester project and its recently expanded footprint, Brett walks through where Raptor is today and what's ahead over the next 12 months....

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...

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