LEVRD

LEVRD

By Matt MichaelBusinessInvesting
Download on the App Store

LEVRD episodes

  • 1.16% Lithium = 11.6g/t Gold – Essential Metals takeover analysis – Channel Mine News 10 Jan

    ***1.16% Lithium = 11.6g/t Gold** – Essential Metals takeover analysis

    Welcome to today’s episode of Channel Mine News, the go-to “in your ears” Mining news source for all the multi-taskers out there.

    In today’s episode of Channel Mine News, Matty gives an overview of the IGO/Tianqi takeover offer for Essential Metals (ESS).

    ESS’s flagship asset is the Pioneer Dome Lithium project 130km South of Kalgoorlie, hosting a Mineral Resource of 11.2Mt at 1.16% Li2O and 57ppm Ta2O5

    Matty conducts some conversion calculations to highlight what a 1.16% Lithium grade converts to in Gold terms (taking into account metallurgical recoveries).

     

    If you would like your company to be a part of Channel Mine News, get in touch with me via [email protected]

     

    ***DISCLAIMER***

     

    All Channel Mine News episodes are for information only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.

     

    ****************

     

    Buy all your Life Of Mine Merch here

     

    Life Of Mine LINKS

     

    Follow on LinkedIn

    Follow on Twitter

    Subscribe on Youtube

    Follow on Facebook

    Follow on Instagram

     

    Make sure you subscribe to Life Of Mine wherever you get your Podcasts (links below):

     

    APPLE

    SPOTIFY

    GOOGLE

    AMAZON MUSIC

    PODBEAN

    16 min
  • Nickel – 2022 short squeeze, how important is Indonesia & who’s capitalising in 2023 – Channel Mine News 9 Jan

    **NICKEL*** – What happened in 2022 and what can we expect for 2023 (and beyond)

    Welcome to today’s episode of Channel Mine News, the go-to “in your ears” Mining news source for all the multi-taskers out there.

    In today’s episode of Channel Mine News, Matty gives an overview of the Nickel thematic, namely where we’ve been and what can we expect.

    You’ll hear about:

    • 2022 supply concerns from Russia-Ukraine war and the short squeeze breaking the Nickel price
    • Steve Norregaard from Widgie Nickel (WIN) provides some commentary on Nickel going forward
    • M&A activity with IGO and Western Areas along with BHP and OZL
    • Nickel Laterites vs Nickel Sulphides and how important Indonesia is
    • Who is producing all the Aussie Nickel?
    • Wyloo sniffing around a Mincor (MCR) takeover and IGO/Wyloo considering building a Nickel Sulphate plant, why is this bad for BHP?
    • Centaurus (CTM) progressing Jaguar in Brazil towards construction
    • Lunnon Metals (LM8) sniffing around Kambalda
    • Will the Aussie Nickel laterite projects ever get capital?
    •  

      Thanks very much to Steve Norregard, MD of Widgie Nickel for coming on to provide some insight into both Nickel and what Widgie is up to.

       

      If you would like your company to be a part of Channel Mine News, get in touch with me via [email protected]

       

      ***DISCLAIMER***

       

      All Channel Mine News episodes are for information only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.

       

      ****************

       

      Buy all your Life Of Mine Merch here

       

      Life Of Mine LINKS

       

      Follow on LinkedIn

      Follow on Twitter

      Subscribe on Youtube

      Follow on Facebook

      Follow on Instagram

       

      Make sure you subscribe to Life Of Mine wherever you get your Podcasts (links below):

       

      APPLE

      SPOTIFY

      GOOGLE

      PODBEAN

      39 min
    • Alkane Resources exploring for the next Cadia – Channel Mine News 6 Jan

      Welcome to today’s episode of Channel Mine News, the go-to “in your ears” Mining news source for all the multi-taskers out there.

      In today’s episode of Channel Mine News, Matty is joined by Lucas Robinson from Corporate Storytime to cover some of the news coming out of the company’s CST represent.

      You’ll hear about:

      • Alkane Resources (ALK) lifting ounce guidance for Tomingley and exploring for the next Cadia
      • Kingwest (KWR) and Brightstar (BTR) further consolidating the Leonora region
      • Tombador Iron (TI1) with some of the highest grade iron ore in the world
      • Cosmo Metals (CMO) exploring for base metals west of Gruyere
      •  

        Give Corporate Storytime a follow on LinkedIn and Twitter

         

        If you would like your company to be a part of Channel Mine News, get in touch with me via [email protected]

         

        ***DISCLAIMER***

         

        All Channel Mine News episodes are for information only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.

         

        ****************

         

        Buy all your Life Of Mine Merch here

         

        Life Of Mine LINKS

         

        Follow on LinkedIn

        Follow on Twitter

        Subscribe on Youtube

        Follow on Facebook

        Follow on Instagram

         

        Make sure you subscribe to Life Of Mine wherever you get your Podcasts (links below):

         

        APPLE

        SPOTIFY

        GOOGLE

        PODBEAN

        29 min
      • Retired at 59 – Barry Upton ex RUC Managing Director

        Barry Upton has come on for a round 2 yarn to chat about life in retirement. Baz held senior management positions all the way through his Mining career and set himself up for what you’d call an “early retirement”, finishing up as MD of RUC Cementation & Mining in 2021-22.

        We reflect on each facet of Baz’s career:

        • Technical expertise
        • Management and Leadership
        • Husband
        • Father
        • Baz is a very highly respected Mining professional and I would encourage any young folk to give this episode a listen. Baz gives away plenty of wisdom that is relevant to anyone aspiring to become an industry leader.

           

          Buy all your Life Of Mine Merch here

           

          Life Of Mine LINKS

           

          Follow on LinkedIn

          Follow on Twitter

          Subscribe on Youtube

          Follow on Facebook

          Follow on Instagram

           

          Make sure you subscribe to Life Of Mine wherever you get your Podcasts (links below):

           

          APPLE

          SPOTIFY

          GOOGLE

          PODBEAN

          47 min
        • Lithium and the race for production in 2023 – Channel Mine News 5 Jan

          Welcome to today’s episode of Channel Mine News, the go-to “in your ears” Mining news source for all the multi-taskers out there.

          In today’s episode of Channel Mine News, Matty gives a 2023 outlook for Lithium and the race to production.

          You’ll hear about:

          • Why Lithium stocks pulled back in November 2022
          • Jarden Lithium note and their company ratings
          • Red Dirt aiming for Q4 2023 DSO
          • Liontown in construction aiming for Q2 2024 production
          • Leo Lithium aiming for Q4 2023 DSO
          •  

            If you would like your company to be a part of Channel Mine News, get in touch with me via [email protected]

             

            ***DISCLAIMER***

             

            All Channel Mine News episodes are for information only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.

             

            ****************

             

            Buy all your Life Of Mine Merch here

             

            Life Of Mine LINKS

             

            Follow on LinkedIn

            Follow on Twitter

            Subscribe on Youtube

            Follow on Facebook

            Follow on Instagram

             

            Make sure you subscribe to Life Of Mine wherever you get your Podcasts (links below):

             

            APPLE

            SPOTIFY

            GOOGLE

            PODBEAN

            12 min
          • Gold and Copper “watch-outs” for 2023 – Channel Mine News 4 Jan

            Welcome to today’s episode of Channel Mine News, the go-to “in your ears” Mining news source for all the multi-taskers out there.

            In today’s episode of Channel Mine News, Matty looks at a few companies to watch out for in 2023 within the Gold and Copper space. Will there be some wheeling and dealing for these 2 commodities?

            You’ll hear about:

            • Bullish analyst Gold predictions and who is best placed to benefit from it?
            • Will Newcrest develop Havieron, Cascabel or Wafi-Golpu? (or none of them this year)
            • De Grey, Gold Road and Gold Fields…..will there be action?
            • Is the Copper price eventually going to go up based on the supply shortage?
            • Who is leveraged to benefit in Australia?
            • What are some of the big global Copper projects awaiting development?
            •  

              If you would like your company to be a part of Channel Mine News, get in touch with me via [email protected]

               

              ***DISCLAIMER***

               

              All Channel Mine News episodes are for information only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.

               

              ****************

               

              Buy all your Life Of Mine Merch here

               

              Life Of Mine LINKS

               

              Follow on LinkedIn

              Follow on Twitter

              Subscribe on Youtube

              Follow on Facebook

              Follow on Instagram

               

              Make sure you subscribe to Life Of Mine wherever you get your Podcasts (links below):

               

              APPLE

              SPOTIFY

              GOOGLE

              PODBEAN

               

               

              13 min
            • Digitally Transforming Sandvik’s Parts and Service Division – VP for Service Operations Mal Mauger

              Mal Mauger is Sandvik’s VP for Service Operations based in Amsterdam. Mal has been a regular Life Of Mine guest and was actually the 1st ever video interview ever conducted in Life Of Mine history.

              Life Of Mine took the opportunity to grab Mal for an interview while he was back in Perth. We had a great chat about what he has been up to in both Amsterdam and around the world for the past 3 years within Sandvik. Mal has spearheaded a digital transformation of Sandvik’s Parts and Service division and goes into what it’s all about within the chat. We also talked about where Sandvik and the Mining industry are currently sitting within the EV revolution, and particularly who have been some of the best EV adopters so far.

              Make sure you give the Sandvik LinkedIn page a follow to stay up to date with all the cool new technology they are bringing to the Mining Industry.

              0 min
            • Liontown’s dream project, Bellevue’s net zero cash cow, is Lithium still just rock Mining? – Entech year in review with Shane McLeay

              Principal Engineer of Entech Mining Shane McLeay joins Life Of Mine to give a review of what’s been happening in the 2022 Australian Mining space. Entech are involved in numerous projects across a variety of commodities, along with the progress of exciting renewable and automation technology that is making its what into the Mining industry. We had a great chat about:

              • Shane’s Non-Executive Director position for Liontown Resources and what makes Kathleen Valley such an exciting project.
              • Ins and outs of Lithium mining, is it different to other commodities?
              • Entech’s role in the Bellevue Gold project and BGL’s strive to become net zero.
              • Long term benefits of renewables for project costs
              • Is automation going to make its way Underground?
              • and plenty more

                Thanks again to Entech for being a great Life Of Mine supporter in 2022 and we look forward to many more yarns with the team in 2023.

                Give Entech a follow on LinkedIn and check out their website for more information about the services they provide for Mining Engineering, Geotechnical, Ventilation and Resource Geology.

                48 min
              • Northern Star invest 10% into PolarX (Gold + Copper exposure) – Channel Mine News 21 Dec

                Welcome to today’s episode of Channel Mine News, the go-to “in your ears” Mining news source for all the multi-taskers out there.

                In today’s episode, you’ll hear about:

                • Northern Star Resources (NST) 10% investment into small-cap PolarX (PXX)
                • PolarX have two operations, namely:

                  • Alaskan Range (Copper-Gold) which is 250km as the crow flies from the NST Pogo operation
                  • Humboldt Range epithermal gold-silver project in Nevada.
                  • PolarX currently trades at a $23m market cap, so it’s chump change for Northern Star but definitely something to keep a watch of (especially with NST now having Copper exposure).

                    If you would like your company to be a part of Channel Mine News, get in touch with me via [email protected]

                    ***DISCLAIMER***

                    All Channel Mine News episodes are for information only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.

                    ****************

                    Buy all your Life Of Mine Merch here

                    Life Of Mine LINKS

                    Follow on LinkedIn

                    Follow on Twitter

                    Subscribe on Youtube

                    Follow on Facebook

                    Follow on Instagram

                    Make sure you subscribe to Life Of Mine wherever you get your Podcasts (links below):

                    APPLE

                    SPOTIFY

                    GOOGLE

                    PODBEAN

                    11 min
                  • Liontown vs Leo Lithium: both Lithium, but very different – Channel Mine News 20 Dec

                    Welcome to today’s episode of Channel Mine News, the go-to “in your ears” Mining news source for all the multi-taskers out there.

                    In today’s episode, you’ll hear about:

                    • Comparison of Liontown’s (LTR) Kathleen Valley Lithium mine in AUS to Leo Lithium’s (LLL) Goulamina Lithium mine in MALI
                    • There is plenty of substance to this comparison, with varying Mining methods, on site processing and sovereign risk all coming into play.

                      If you would like your company to be a part of Channel Mine News, get in touch with me via [email protected]

                      ***DISCLAIMER***

                      All Channel Mine News episodes are for information only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.

                      ****************

                      Buy all your Life Of Mine Merch here

                      Life Of Mine LINKS

                      Follow on LinkedIn

                      Follow on Twitter

                      Subscribe on Youtube

                      Follow on Facebook

                      Follow on Instagram

                      Make sure you subscribe to Life Of Mine wherever you get your Podcasts (links below):

                      APPLE

                      SPOTIFY

                      GOOGLE

                      PODBEAN

                      27 min

                    About LEVRD

                    From the publisher's feed

                    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.