Cygnet Capital Podcast

Cygnet Capital Podcast

By Cygnet Capital Pty LtdBusinessInvesting
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Cygnet Capital Podcast episodes

  • Cygnet Capital Podcast | Ep 12 | Materials Crisis, Percheron Deep Dive & Special Guest Thomas Line from Terra Metals
    This week on the Cygnet Capital Podcast, we examine the accelerating global materials crisis and the structural choke points emerging across critical metals supply chains.Episode 12 explores China’s refining dominance, the growing industrial role of gold and silver, copper’s exposure to AI and energy infrastructure build-outs, and the strategic importance of defence metals including gallium and scandium. The discussion also includes a deep dive into Percheron (ASX: PER), a special guest segment with Thomas Line CEO and Managing Director of Terra Metals, Big Hits, Tigers With Spots and an update to the watch list.In this episode:00:00:00 – IntroductionRecap of last week’s episode, watch list and charity updates, and introduction of special guest Thomas Line of Terra Metals.00:02:11 – Commodity Weekly UpdateChina’s refining dominance across critical materials.Gold as an emerging industrial metal.Structural silver deficits.Copper intensity across AI and energy infrastructure.Palladium trade developments.Defence metals including gallium and scandium.00:09:02 – Special Guest: Thomas Line, Terra MetalsDiscussion of the titanium–vanadium–gallium discovery at SW3–SW4 within the Dante Project and upcoming catalysts.00:21:53 – Big HitsPC Gold (ASX: PC2) and LNQ drilling results and capital developments.00:25:32 – Tigers With SpotsHamelin Gold (ASX: HMG) with a focus on Day Dawn and Venus.00:32:55 – Watch List UpdatePortfolio changes including the sale of BMR, purchase of TM1 and selected capital raise updates.00:37:12 – Wrap-UpEpisode summary and closing remarks.Recorded: 26 February, 2026Connect with Cygnet CapitalWebsite: https://www.cygnetcapital.com.auLinkedIn: https://www.linkedin.com/company/cygnet-capitalDisclaimerInformation discussed is general in nature and does not constitute personal or financial advice. Past performance is not indicative of future results. Please consider your objectives and circumstances and seek independent advice if required.Cygnet Capital Pty Ltd | Authorised Representative of Cygnet Securities Australia Pty Ltd | AFSL 241095.

    Hosted on Acast. See acast.com/privacy for more information.

    40 min
  • Cygnet Capital Podcast | Ep 11 | 2026 Macro Setup, Commodities Focus & Stock Reviews

    This week on the Cygnet Capital Podcast, we step back into the macro setup for 2026 and outline our specific commodity focus for the year ahead.

    Episode 11 explores the shift toward a hard-asset-dominated environment driven by geopolitical change, fiscal and monetary instability, and long-term supply constraints. The discussion covers key commodity markets, Andrew’s stock overview, Cygnet portfolio stock reviews, Big Hits, Tigers With Spots and an update to the watch list...This episode covers:• The 2026 macro backdrop: deglobalisation, resource nationalism and monetary instability• Central banks, investment flows and the structural case for hard assets• Commodity update across gold, silver, copper, uranium, lithium, rare earths and tungsten• Andrew’s stock overview: Lumos Diagnostics (ASX: LDX)• Cygnet portfolio stock reviews• Big Hits: recent drilling and exploration results• Tigers With Spots: emerging opportunities• Watch list update and current portfolio positioningRecorded: 29 January, 2026Connect with Cygnet CapitalWebsite: https://www.cygnetcapital.com.auLinkedIn: https://www.linkedin.com/company/cygnet-capitalDisclaimerInformation discussed is general in nature and does not constitute personal or financial advice. Past performance is not indicative of future results. Please consider your objectives and circumstances and seek independent advice if required.Cygnet Capital Pty Ltd | Authorised Representative of Cygnet Securities Australia Pty Ltd | AFSL 241095.

    Hosted on Acast. See acast.com/privacy for more information.

    35 min
  • Cygnet Capital Podcast | Ep 10 | 2026 Outlook, Commodities Reset & Portfolio Positioning
    This week on the Cygnet Capital Podcast, we open the year with a comprehensive review of market positioning, key commodity themes and our outlook for 2026.Episode 10 focuses on how we are thinking about macro conditions, policy-driven liquidity and structural demand across commodities as we move into the new year. The discussion covers precious metals, base metals, energy, uranium and lithium, alongside a review of several core positions, recent drilling results and current portfolio positioning.This episode covers:• Start-of-year market reset and outlook• Gold, silver, copper, uranium, lithium and energy market commentary• Cygnet’s key themes for 2026 and strategic positioning• Big Hits: notable ASX exploration and drilling results• Tigers With Spots: emerging opportunities• Watchlist and portfolio updateChapters30:54 – Big Hits33:27 – Tigers With Spots34:10 – WatchlistRecorded: 15 January 2026Connect with Cygnet CapitalWebsite: https://www.cygnetcapital.com.auLinkedIn: https://www.linkedin.com/company/cygnet-capitalDisclaimerInformation discussed is general in nature and does not constitute personal or financial advice. Past performance is not indicative of future results. Please consider your objectives and circumstances and seek independent advice if required.Cygnet Capital Pty Ltd | Authorised Representative of Cygnet Securities Australia Pty Ltd | AFSL 241095.

    Hosted on Acast. See acast.com/privacy for more information.

    41 min
  • Cygnet Capital Podcast | Ep 9 | Commodities Outlook, Governance & Critical Minerals
    In Episode 9 of the Cygnet Capital Podcast, Jonathan Rosham, John Cathcart, Andrew Mouchacca and David McGlashan discuss the week’s major themes across commodities and the ASX small-cap space. They unpack gold consolidation, governance failures in DroneShield (ASX:DRO), and fresh developments in copper, rare earths and critical minerals.This episode covers:• Commodities overview — Gold, silver, copper, uranium, lithium and energy movements and macro drivers.• Market discussion — Fed pivot, China stimulus and structural growth themes across AI, defence and future-facing commodities.• Governance in focus — DroneShield (ASX:DRO): insider sales, ASX review and leadership instability.• Analyst segment — Andrew Mouchacca on EROAD (ASX/NZX:ERD): ANZ policy tailwinds and SaaS growth outlook.• Exploration highlights — New Frontier Minerals (ASX:NFM) and Rapid Critical Metals (ASX:RCM).• Big Hits — True North Copper (TNC), Sunshine Metals (SHN), Caprice Resources (CRS), and Horseshoe Metals (HOR).• Tigers With Spots — Hamelin Gold (HMG) and Tempest Minerals (TEM).Recorded on 27 November 2025Connect with Cygnet CapitalWebsite: https://www.cygnetcapital.com.auLinkedIn: https://www.linkedin.com/company/cygnet-capitalDisclaimerThis update provides a factual summary of commodity movements, company activity and sector developments based on publicly available information. It is intended solely for informational purposes and does not constitute financial advice.Cygnet Capital Pty Ltd | AFSL 241095.

    Hosted on Acast. See acast.com/privacy for more information.

    47 min
  • Introduction to the Cygnet Capital Podcast

    Welcome to the Cygnet Capital Podcast, a weekly discussion for sophisticated and wholesale investors navigating the ASX and broader financial markets.

    Each episode explores key market movements, high-conviction company updates and insights drawn from decades of combined experience across finance, markets and resources.

    Hosted by Sienna Rosham joined by Jonathan Rosham, David McGlashan,and John Cathcart, the podcast provides grounded, research driven commentary to help investors stay informed and ahead of the curve.

    Follow to stay updated and be the first to hear when episodes go live on Spotify.

    General advice only. Cygnet Capital is an Authorised Representative of Cygnet Securities Pty Ltd, AFSL 241095.

    Hosted on Acast. See acast.com/privacy for more information.

    3 min

About Cygnet Capital Podcast

From the publisher's feed

The Cygnet Capital Finance Podcast delivers weekly insights on ASX markets, commodities, resources, and small-cap investments.


Hosted by the Cygnet Capital team, each episode explores…