Rio’s CEO makes his Defining Bet on Lithium
1:02:01
$1.5B for a 4th Quartile Mine?
45:29
14 күн бұрын
De Grey vs Spartan: Bush Math Battle
1:05:26
Another Lithium Mine Goes Down
50:35
Пікірлер
@Rayman96
@Rayman96 37 минут бұрын
The ASX is akin to an unregulated casino
@RationalSpeculator
@RationalSpeculator 10 сағат бұрын
The wide divergence of opinions among experts indicates the difficulty of making accurate shorter-term predictions in natural resources. A fun listen.
@anywhereroam9698
@anywhereroam9698 Күн бұрын
Can’t hear Trav, his volume is much lower than everyone else’s. Can you please use compression to normalise the mix so everyone can be clearly heard.
@mikedunn7766
@mikedunn7766 2 күн бұрын
Thoughts on NH3 ?
@PellinPaezCordova
@PellinPaezCordova 3 күн бұрын
It seems VUL end up getting the green energy transition loan/credit not only in Europe but also from Export Finance Australia. A few months ago Gina R increased her investment as well... maybe time to review this video in early 2025? Thank you guys!
@tonybond9918
@tonybond9918 3 күн бұрын
Jaw Crusher my new metal band name. Great interview, Peter Ker always entertaining to listen to. Enjoy the break legends.
@lordmandelbaum4896
@lordmandelbaum4896 4 күн бұрын
Flotation Tank 🎸🖖
@matthewwhite1773
@matthewwhite1773 4 күн бұрын
This show is nothing but rubbish
@johnoh9717
@johnoh9717 4 күн бұрын
Great guest. Also been following her on the AFR, great to hear her thoughts
@williambrown3102
@williambrown3102 4 күн бұрын
John Forwood: Strange calls.. Not sure how Silver could be highest and copper the lowest.. I thought they had a strong industrial correlation to each other?
@JohnBarker-fj2df
@JohnBarker-fj2df 4 күн бұрын
Sincer thanksALL ..take care over the time away, enjoy andhopefully your ding dings go well in 2025
@danpinchbeck
@danpinchbeck 4 күн бұрын
Did Helliar change his last name to Ker?
@jvodan
@jvodan 4 күн бұрын
Ball Mill - rock band
@aaronrowe6297
@aaronrowe6297 4 күн бұрын
Cheers guys really appreciate the content. All the best for 25
@Michael-Wil
@Michael-Wil 4 күн бұрын
Happy Christmas Marty, Trav, Jonas and Ali. Have a great New Year.
@Michael-Wil
@Michael-Wil 4 күн бұрын
249D Resolution gets my vote.
@Myst.Trading
@Myst.Trading 5 күн бұрын
我胖子
@rvajna
@rvajna 5 күн бұрын
REEs are a dud investment. Just look at Lynas. A world of pain coming to Iluka if they go down that track.
@bradmodd7856
@bradmodd7856 5 күн бұрын
pioneers take the arrows
@LithPremiumz
@LithPremiumz 5 күн бұрын
Luv it
@mwillz5
@mwillz5 5 күн бұрын
Thanks for your content this year guys. And girl. After watching predictions 1 & 2 for 2025 heres a thought , a thing I keep noticing. Most your contributors seem so averse if not afraid of consensus. It comes up so much that I reckon the most non consensus call of 2025 is actually following some consensus themes because most these guys seem to want to go for anything but that. With respect to your contributors theres been a lot of consensus trades make very good money in broader markets outside commodities this year. Sure they will run out of puff , by why not take part while they are present ? I get it , 'crowded trades' , 'everyone on same side of boat' , choose your cliche , but at the same time consensus trades are not always doomed just because they are that.
@KARR-dv9xb
@KARR-dv9xb 5 күн бұрын
Trav's mike needs boosting the volume. Could you normalise the mix or use compression (of the levels).
@craigbrowne5806
@craigbrowne5806 5 күн бұрын
She's a bit of a Sino-phobe that guest. China is our #1 trading partner, not the US...
@eastwest101____
@eastwest101____ 5 күн бұрын
This was an unusual interview that started with "Grade is King" and then proceeded to give us a guided tour of North and South America's largest lowest-grade/roadbase porphyry rock factories that are all pretty much interchangeable except for their own peculiar permitting and sovereign risk profiles. Where were the world's best IOCG, African Copper belt and VMS deposits? A bit of a case of exploration/deposit type tunnel vision going on here.
@Ben-ij6zv
@Ben-ij6zv 5 күн бұрын
Petey Pie is a legend. Good get
@arthurtreibs4174
@arthurtreibs4174 5 күн бұрын
Love your service, guys......extremely useful !!! Please do a video on most promising multibaggers on the ASX. Cheers and regards!
@BarbarraBay
@BarbarraBay 5 күн бұрын
what a feral video .... ffs
@martinlukes9962
@martinlukes9962 5 күн бұрын
So Good!
@martinlukes9962
@martinlukes9962 5 күн бұрын
Been a another great year of education and entertainment from you guys. Big thanks for this episode! Cheers
@jlrob85
@jlrob85 6 күн бұрын
Lithium will never be more than what it is now. A funny little niche commodity that isn’t iron ore or gold. EVs will never be the majority
@StuartKarlson-qn8pj
@StuartKarlson-qn8pj 5 күн бұрын
Your delusional
@apt962
@apt962 4 күн бұрын
EVs are a fad yes, that’s its own 40 year cycle people seem to forget, the very first cars were electric (why they are called motor cars/vehicles not engine cars….) and they try a comeback every ~40 years, but every comeback attempt fails. lithiums future is in static storage and PHEVs I believe Toyota will be the only car company to really win this phase of change in automotive. The rest are going broke listening to politicians not engineers… sad to see VW going that way, the sooner they coarse correct the better.
@StuartKarlson-qn8pj
@StuartKarlson-qn8pj 4 күн бұрын
@ oh dude you are clueless, your good for a laugh though
@BenHowellX
@BenHowellX 6 күн бұрын
Fisty must be visiting all the tin mines nearby, surely?
@lordmandelbaum4896
@lordmandelbaum4896 6 күн бұрын
Loved this one and yesterday's. Great content as always, thanks again
@aaronrowe34
@aaronrowe34 6 күн бұрын
Good to have all these comments gents, what about your own comments however? becomes hard filtering such differing opinions.
@marcoaraujo4771
@marcoaraujo4771 6 күн бұрын
Doing God's work boys and girl. Merry Christmas to you all.
@cronaldopwns
@cronaldopwns 6 күн бұрын
Matty is most certainly pulling splinters out from between his teeth now.
@TheSpeculativePunter
@TheSpeculativePunter 6 күн бұрын
Dave Franklin - possible hopium/bag holding views lol
@AshleyGraetz
@AshleyGraetz 6 күн бұрын
Well they cream the market in may 2025 and blame trump. Fed needs a Patsy. Then gold silver go up. Bitcoin does it's thing.
@nickrossetto7804
@nickrossetto7804 6 күн бұрын
Gas was interesting call
@stuartsomerville5482
@stuartsomerville5482 6 күн бұрын
silver all the way
@coal_man
@coal_man 6 күн бұрын
#silversqueeze
@bradmodd7856
@bradmodd7856 6 күн бұрын
Silver is either going up or down, non-sideways is my prediction. The sideways fundies are going to have egg all over their face.
@barseico
@barseico 6 күн бұрын
What about Boomer 🤦
@mutantryeff
@mutantryeff 6 күн бұрын
"Bullseye?" This "business" is somewhere between "bullseye" and "bullshat"
@PatRick1981-s1w
@PatRick1981-s1w 6 күн бұрын
WA1.
@stuarthinds848
@stuarthinds848 6 күн бұрын
WA1 Resources = WA1.XA😅
@StickyBandit239
@StickyBandit239 6 күн бұрын
Take over offers should start coming in for WA1 in 2025 once the upgraded MRE comes out!
@PatRick1981-s1w
@PatRick1981-s1w 6 күн бұрын
@StickyBandit239 correct I believe
@deanbloomer1908
@deanbloomer1908 6 күн бұрын
HMM very Debatable SuperPIT Will be Being mined in 20 years - 40 year mine life ? not at the same rate..
@steventaylor5283
@steventaylor5283 6 күн бұрын
THANKS FROM AUSTRALIA
@Sainter66
@Sainter66 6 күн бұрын
Is Juddy a bit of a PSE fan with Phil Anderson and co? Certainly has some aligned ideas without declaring that source.
@jamesm6341
@jamesm6341 6 күн бұрын
Bring back Datt capital expert and go through what went wrong with $jms😂
@russellrogers7484
@russellrogers7484 6 күн бұрын
Really liked this show and especially like the intelligent, informed difference of opinion. Provides me food for thought. Looking forward to your poddies in 2025. Have a great break.
@harrisrubinroit2863
@harrisrubinroit2863 6 күн бұрын
This is a MUST-LISTEN for metals & mining investors. After you listen, WATCH AGAIN.
@DBSYT
@DBSYT 7 күн бұрын
Thanks, boys, and thanks Fundies !! It will certainly be an interesting 2025.
@Pymsqualos
@Pymsqualos 7 күн бұрын
Congrats on 15K subs lads - merry christmas
@stuartsomerville5482
@stuartsomerville5482 7 күн бұрын
what about silver
@tomtombade
@tomtombade 2 күн бұрын
fundies still buying so to early for them to share with retail to buy