LEVRD

Just like sitting at the Broker Pub after work chatting stocks, LEVRD is the only place for it. We chatted Lithium, Rare Earths, Helium, Copper, Gold and what's looking the goods in each.

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

Facebook ►https://www.facebook.com/levrdtrading

Linkedin ►https://www.linkedin.com/company/levrd/

This channel and all the audio/video content is prepared byLife of Mine Podcast Pty Ltd (trading as Levrd). Levrd is an AuthorisedRepresentative (AR 001318377) of 62 Consulting Pty Ltd (ABN 88 664 809 303),AFSL 548573.

Any views are general in nature, or the opinion are ofLevrd. The audio/video contents are not personal financial or tax advice, thismeans they do not consider your objectives, financial situation or needs.

Do not follow my trades, they are for entertainment purposesonly.

CFDs are high risk; you can lose all capital rapidly. Mypast performance isn't reliable. I may be long/short in CFDs mentioned in theaudio/video.

FSG: https://levrd.live/pages/fsg

This material is not an offer, invitation or recommendationto acquire or dispose of any financial product including CFDs or to adopt anystrategy.

While believed reliable, the information may be incompleteor change without notice, it is provided for entertainment purposes only.

Except for liability under statute that cannot be excluded,no representation or warranty of accuracy or completeness is given.

No guarantee of returns or capital protection is given by 62Consulting, Levrd or their related parties.

We finally know what is going on at Kiaka for West African Resources. Plenty of news out (bloody haven't even made school lunches yet). Watch and see what it is.

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

Facebook ►https://www.facebook.com/levrdtrading

Linkedin ►https://www.linkedin.com/company/levrd/

This channel and all the audio/video content is prepared byLife of Mine Podcast Pty Ltd (trading as Levrd). Levrd is an AuthorisedRepresentative (AR 001318377) of 62 Consulting Pty Ltd (ABN 88 664 809 303),AFSL 548573.

Any views are general in nature, or the opinion are ofLevrd. The audio/video contents are not personal financial or tax advice, thismeans they do not consider your objectives, financial situation or needs.

Do not follow my trades, they are for entertainment purposesonly.

CFDs are high risk; you can lose all capital rapidly. Mypast performance isn't reliable. I may be long/short in CFDs mentioned in theaudio/video.

FSG: https://levrd.live/pages/fsg

This material is not an offer, invitation or recommendationto acquire or dispose of any financial product including CFDs or to adopt anystrategy.

While believed reliable, the information may be incompleteor change without notice, it is provided for entertainment purposes only.

Except for liability under statute that cannot be excluded,no representation or warranty of accuracy or completeness is given.

No guarantee of returns or capital protection is given by 62Consulting, Levrd or their related parties.

Far out, its OPEN, its CLOSED, we've nearly got a deal, now we're gonna BLOW THEM UP again....driving me nuts. Other than this bloody war, D-Day for West African Resources tomorrow, and updates (that I'm interested in) out of Brightstar (BTR), Leeuwin Metals (LM1), Many Peaks (MPK) and Meteoric (MEI).

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

Facebook ►https://www.facebook.com/levrdtrading

Linkedin ►https://www.linkedin.com/company/levrd/

This channel and all the audio/video content is prepared byLife of Mine Podcast Pty Ltd (trading as Levrd). Levrd is an AuthorisedRepresentative (AR 001318377) of 62 Consulting Pty Ltd (ABN 88 664 809 303),AFSL 548573.

Any views are general in nature, or the opinion are ofLevrd. The audio/video contents are not personal financial or tax advice, thismeans they do not consider your objectives, financial situation or needs.

Do not follow my trades, they are for entertainment purposesonly.

CFDs are high risk; you can lose all capital rapidly. Mypast performance isn't reliable. I may be long/short in CFDs mentioned in theaudio/video.

FSG: https://levrd.live/pages/fsg

This material is not an offer, invitation or recommendationto acquire or dispose of any financial product including CFDs or to adopt anystrategy.

While believed reliable, the information may be incompleteor change without notice, it is provided for entertainment purposes only.

Except for liability under statute that cannot be excluded,no representation or warranty of accuracy or completeness is given.

No guarantee of returns or capital protection is given by 62Consulting, Levrd or their related parties.

Huge downgrade for 29 Metals. Great quarterly for Ora Banda, decent for Genesis and AIC Mines also. Massive earthquake at Cadia hits Newmont share price.

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

Facebook ►https://www.facebook.com/levrdtrading

Linkedin ►https://www.linkedin.com/company/levrd/

This channel and all the audio/video content is prepared byLife of Mine Podcast Pty Ltd (trading as Levrd). Levrd is an AuthorisedRepresentative (AR 001318377) of 62 Consulting Pty Ltd (ABN 88 664 809 303),AFSL 548573.

Any views are general in nature, or the opinion are ofLevrd. The audio/video contents are not personal financial or tax advice, thismeans they do not consider your objectives, financial situation or needs.

Do not follow my trades, they are for entertainment purposesonly.

CFDs are high risk; you can lose all capital rapidly. Mypast performance isn't reliable. I may be long/short in CFDs mentioned in theaudio/video.

FSG: https://levrd.live/pages/fsg

This material is not an offer, invitation or recommendationto acquire or dispose of any financial product including CFDs or to adopt anystrategy.

While believed reliable, the information may be incompleteor change without notice, it is provided for entertainment purposes only.

Except for liability under statute that cannot be excluded,no representation or warranty of accuracy or completeness is given.

No guarantee of returns or capital protection is given by 62Consulting, Levrd or their related parties.

2 green days in a row, cumon you bastard. Quarterly out from Evolution, Yancoal buy Kestral and a downgrade from Boss Energy.

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

Facebook ►https://www.facebook.com/levrdtrading

Linkedin ►https://www.linkedin.com/company/levrd/

This channel and all the audio/video content is prepared byLife of Mine Podcast Pty Ltd (trading as Levrd). Levrd is an AuthorisedRepresentative (AR 001318377) of 62 Consulting Pty Ltd (ABN 88 664 809 303),AFSL 548573.

Any views are general in nature, or the opinion are ofLevrd. The audio/video contents are not personal financial or tax advice, thismeans they do not consider your objectives, financial situation or needs.

Do not follow my trades, they are for entertainment purposesonly.

CFDs are high risk; you can lose all capital rapidly. Mypast performance isn't reliable. I may be long/short in CFDs mentioned in theaudio/video.

FSG: https://levrd.live/pages/fsg

This material is not an offer, invitation or recommendationto acquire or dispose of any financial product including CFDs or to adopt anystrategy.

While believed reliable, the information may be incompleteor change without notice, it is provided for entertainment purposes only.

Except for liability under statute that cannot be excluded,no representation or warranty of accuracy or completeness is given.

No guarantee of returns or capital protection is given by 62Consulting, Levrd or their related parties.

Chairman of Fenix Resources (FEX), John Welborn, came on LEVRD to convince Matty to buy the stock. Iron Ore in the mid west is an interesting area of Western Australia, check out the pitch.

(0:00) Preview

(1:35) Fenix Iron Ore update

(4:45) Sensitivity to Iron Ore, USD + Diesel

(10:40) Long term Iron price

(13:37) What happened with Robe Mesa

(18:33) Weld Range "Right to Mine"

(23:40) Future hedging strategies

(27:30) In house haulage

(29:30) Recent major shareholder "off market transfer"

(32:53) Mt Gibson + APAC stakes

(34:47) 37% stake in Athena

(38:10) Can Fenix comp to anyone else?

(39:26) Future funding for Weld Range

(42:16) Does Matty buy it?

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/

Tiktok ►https://www.tiktok.com/@levrdmatty

Facebook ►https://www.facebook.com/levrdtrading

Linkedin ►https://www.linkedin.com/company/levrd/

This channel and all the audio/video content is prepared byLife of Mine Podcast Pty Ltd (trading as Levrd). Levrd is an Authorised Representative (AR 001318377) of 62 Consulting Pty Ltd (ABN 88 664 809 303),AFSL 548573.

Any views are general in nature, or the opinion are ofLevrd. The audio/video contents are not personal financial or tax advice, this means they do not consider your objectives, financial situation or needs.

Do not follow my trades, they are for entertainment purposesonly.

CFDs are high risk; you can lose all capital rapidly. Mypast performance isn't reliable. I may be long/short in CFDs mentioned in the audio/video.

FSG: https://levrd.live/pages/fsg

This material is not an offer, invitation or recommendationto acquire or dispose of any financial product including CFDs or to adopt any strategy.

While believed reliable, the information may be incompleteor change without notice, it is provided for entertainment purposes only.

Except for liability under statute that cannot be excluded,no representation or warranty of accuracy or completeness is given.

No guarantee of returns or capital protection is given by 62Consulting, Levrd or their related parties.

Has the oil started flowing under U.S. direction? Quarterly out for Polymetals, New Murchison Gold drill results for Crown Prince East and Blackstone Minerals back in play.

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/

Tiktok ►https://www.tiktok.com/@levrdmatty

Facebook ►https://www.facebook.com/levrdtrading

Linkedin ►https://www.linkedin.com/company/levrd/

This channel and all the audio/video content is prepared byLife of Mine Podcast Pty Ltd (trading as Levrd). Levrd is an AuthorisedRepresentative (AR 001318377) of 62 Consulting Pty Ltd (ABN 88 664 809 303),AFSL 548573.

Any views are general in nature, or the opinion are ofLevrd. The audio/video contents are not personal financial or tax advice, thismeans they do not consider your objectives, financial situation or needs.

Do not follow my trades, they are for entertainment purposesonly.

CFDs are high risk; you can lose all capital rapidly. Mypast performance isn't reliable. I may be long/short in CFDs mentioned in theaudio/video.

FSG: https://levrd.live/pages/fsg

This material is not an offer, invitation or recommendationto acquire or dispose of any financial product including CFDs or to adopt anystrategy.

While believed reliable, the information may be incompleteor change without notice, it is provided for entertainment purposes only.

Except for liability under statute that cannot be excluded,no representation or warranty of accuracy or completeness is given.

No guarantee of returns or capital protection is given by 62Consulting, Levrd or their related parties.

Iran negotiations saw no deal reached, so big Trump is taking over the Strait of Hormuz.

Production update from Kaiser Reef and a partial one from Black Cat Syndicate. Centaurus getting debt interest, and I'm keenly watching the upcoming IGO quarterly.

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/

Tiktok ►https://www.tiktok.com/@levrdmatty

Facebook ►https://www.facebook.com/levrdtrading

Linkedin ►https://www.linkedin.com/company/levrd/

This channel and all the video content is prepared by Lifeof Mine Podcast Pty Ltd (trading as Levrd). Levrd is an AuthorisedRepresentative (AR 001318377) of 62 Consulting Pty Ltd (ABN 88 664 809 303),AFSL 548573.

Any views are general in nature, or the opinion are ofLevrd. The video content are not personal financial or tax advice, this meansthey do not consider your objectives, financial situation or needs.

Do not follow my trades, they are for entertainment purposesonly. CFDs are high risk; you can lose all capital rapidly. My past performanceisn’t reliable. I may be long/short in CFDs mentioned in the videos.

FSG: https://levrd.live/pages/fsg

This material is not an offer, invitation or recommendationto acquire or dispose of any financial product including CFDs or to adopt anystrategy.

While believed reliable, the information may be incompleteor change without notice, it is provided for entertainment purposes only.

Except for liability under statute that cannot be excluded,no representation or warranty of accuracy or completeness is given.

No guarantee of returns or capital protection is given by 62Consulting, Levrd or their related parties.

Medallion Metals (MM8) are both building a gold mine and exploring for more. MD Paul Bennett came on LEVRD to sense check Matty's current MM8 holding.

(0:00) Intro

(2:59) Permitting update for Ravensthorpe

(4:04) Capex sensitivity

(6:48) Early opportunities at Forrestania

(8:47) Contractor or other funky models to mine

(11:53) Upside to mine plan at Ravensthorpe

(14:23) Sensitivity to diesel

(15:03) Lounge Lizard opportunity

(18:20) Managing focus and costs

(19:30) How is the Copper going to managed in the plant?

(21:10) Peer comps

(23:33) What could see a re-rate?

(25:10) Grow at Ravensthorpe or Forrestania preference?

(26:45) Mt Cattlin neighbours

(27:45) 2 biggest upsides and downside risks

(32:00) Takeover vulnerability during price drop

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/

Tiktok ►https://www.tiktok.com/@levrdmatty

Facebook ►https://www.facebook.com/levrdtrading

Linkedin ►https://www.linkedin.com/company/levrd/

This channel and all the video content is prepared by Lifeof Mine Podcast Pty Ltd (trading as Levrd). Levrd is an AuthorisedRepresentative (AR 001318377) of 62 Consulting Pty Ltd (ABN 88 664 809 303),AFSL 548573.

Any views are general in nature, or the opinion are ofLevrd. The video content are not personal financial or tax advice, this meansthey do not consider your objectives, financial situation or needs.

Do not follow my trades, they are for entertainment purposesonly. CFDs are high risk; you can lose all capital rapidly. My past performanceisn’t reliable. I may be long/short in CFDs mentioned in the videos.

FSG: https://levrd.live/pages/fsg

This material is not an offer, invitation or recommendationto acquire or dispose of any financial product including CFDs or to adopt anystrategy.

While believed reliable, the information may be incompleteor change without notice, it is provided for entertainment purposes only.

Except for liability under statute that cannot be excluded,no representation or warranty of accuracy or completeness is given.

No guarantee of returns or capital protection is given by 62Consulting, Levrd or their related parties.

Quarterly updates from WAF, Alkane, Sandfire + Develop. Lets see if this AI trading is gonna work.

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/

Tiktok ►https://www.tiktok.com/@levrdmatty

Facebook ►https://www.facebook.com/levrdtrading

Linkedin ►https://www.linkedin.com/company/levrd/

This channel and all the video content is prepared by Lifeof Mine Podcast Pty Ltd (trading as Levrd). Levrd is an AuthorisedRepresentative (AR 001318377) of 62 Consulting Pty Ltd (ABN 88 664 809 303),AFSL 548573.

Any views are general in nature, or the opinion are ofLevrd. The video content are not personal financial or tax advice, this meansthey do not consider your objectives, financial situation or needs.

Do not follow my trades, they are for entertainment purposesonly. CFDs are high risk; you can lose all capital rapidly. My past performanceisn’t reliable. I may be long/short in CFDs mentioned in the videos.

FSG: https://levrd.live/pages/fsg

This material is not an offer, invitation or recommendationto acquire or dispose of any financial product including CFDs or to adopt anystrategy.

While believed reliable, the information may be incompleteor change without notice, it is provided for entertainment purposes only.

Except for liability under statute that cannot be excluded,no representation or warranty of accuracy or completeness is given.

No guarantee of returns or capital protection is given by 62Consulting, Levrd or their related parties.