LEVRD Matty

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LEVRD Matty

LEVRD Matty

@mattmichaelOG

LEVRD Youtube - https://t.co/NOJ9I8XXMg LEVRD Spotify - https://t.co/4jvy3NAZpR Watch me throw everything at a Mining CFD Hedge Fund

Katılım Haziran 2025
136 Takip Edilen1.1K Takipçiler
LEVRD Matty
LEVRD Matty@mattmichaelOG·
David Newling joins me on LEVRD to break down Austral Resources’ $AR1 transformation from a suspended ASX stock into an emerging North Queensland copper consolidator. Youtube - youtu.be/9yLf93KXSHg Spotify - open.spotify.com/episode/6BsJ03… 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 Mt Isa copper region - Potential M&A and toll treatment opportunities - Restart plans for Rocklands - The relationship with Glencore and what it could become A deep dive into one of the more aggressive copper consolidation stories currently unfolding on the ASX. #ASX #Copper #Mining #AustralResources #Rocklands #Glencore #AR1 #MtIsa
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LEVRD Matty@mattmichaelOG·
Simon Coyle joins me on LEVRD to break down Corazon’s $CZN acquisition of the historic Chalice Gold Project from $WGX 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 Boulder deals - Whether Chalice is now Corazon’s flagship asset - Why the market didn’t fully re-rate the deal initially A deep dive into one of the more interesting recent gold transactions in WA. #ASX #Gold #Mining #Westgold #Corazon #Chalice #WAgold Youtube - youtu.be/HZgGNzWd158 Spotify - open.spotify.com/episode/21kHTI…
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LEVRD Matty@mattmichaelOG·
Alistair Stephens joins me on LEVRD to break down the Power Minerals $PNN story and why the Morro do Ferro rare earth project in Brazil is a bit different. 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 upside and metallurgy - Why major players may eventually care about the district A deep dive into rare earths, geopolitics, Brazil and what could separate Morro do Ferro from the pack. Youtube - youtu.be/3Vo7XX7wEfM Spotify - open.spotify.com/episode/7HIhOP… #RareEarths #CriticalMinerals #Brazil #PowerMinerals #REE
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LEVRD Matty
LEVRD Matty@mattmichaelOG·
Zac Komur joins me on LEVRD to break down the Lindian Resources $LIN 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 to execution across Malawi and Kazakhstan Plenty of in-the-weeds discussion around rare earths, downstream processing, geopolitics and whether Lindian can become a globally significant REE producer. Youtube - youtu.be/9VARVMrJXGE Spotify - open.spotify.com/episode/1eDKE9… #RareEarths #Mining #CriticalMinerals #Lindian #REE
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