LEVRD

The Global Uranium guru has come onto LEVRD. Enjoy punters.

(0:00) Intro

(0:58) Beating the drum since 2018

(3:54) AI buildout + SMR's in models?

(7:03) Fuel buyers not incentivised to get cheap U3O8

(29:40) Nexgen shaft sinking

(33:38) Who is Grant Isaac talking to on Cameco calls?

(43:01) All China

(49:10) Mike's view on SPUT

LEVRD Socials

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This channel and all the video content is prepared by Life 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 of Levrd. The video content 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 purposes only. CFDs are high risk; you can lose all capital rapidly. My past performance isn’t reliable. I may be long/short in CFDs mentioned in the videos.FSG: https://levrd.live/pages/fsgThis material is not an offer, invitation or recommendation to acquire or dispose of any financial product including CFDs or to adopt any strategy.While believed reliable, the information may be incomplete or 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 62 Consulting, Levrd or their related parties.

Ben Finegold is Head of Research and Director at Ocean Wall (along with being a Uranium guru).

(0:00) Kazakhstan taxing and possible nationalisation

(6:55) China involvement

(10:55) China /Bannerman (BMN) deal

(16:00) What does this mean for Deep Yellow (DYL)?

(18:54) Incentive pricing for Namibia

(20:48) Lotus (LOT) risky?

(22:30) SPUT nearly at 9mlbs for 2026

(25:35) Denison with ISR at Phoenix

(27:25) Nexgen (NXG) hearing and potential delays

(30:06) February lull

(32:17) - Cameco + Westinghouse investment

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 Life 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 of Levrd. The video content 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 purposes only. CFDs are high risk; you can lose all capital rapidly. My past performance isn’t reliable. I may be long/short in CFDs mentioned in the videos.FSG: https://levrd.live/pages/fsgThis material is not an offer, invitation or recommendation to acquire or dispose of any financial product including CFDs or to adopt any strategy.While believed reliable, the information may be incomplete or 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 62 Consulting, Levrd or their related parties.

Dylan Kelly from Terra Capital has gone deep on INDIA. Which commodities are in play?

Chapters

(0:00) Why do we care about the rise of India?

(7:25) What changed in India?

(11:15) Downstream capacity

(15:15) Leading indicators to India's rise

(22:30) Will India become a China on an export basis?

(26:00) What commodities may have a kick?

(27:26) Rare Earths?

(29:44) Uranium and India signing a deal with Canada

(33:00) Will Trump swing his slong for India?

(35:43) Favoured exposures

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 Life 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 of Levrd. The video content 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 purposes only. CFDs are high risk; you can lose all capital rapidly. My past performance isn’t reliable. I may be long/short in CFDs mentioned in the videos.FSG: https://levrd.live/pages/fsgThis material is not an offer, invitation or recommendation to acquire or dispose of any financial product including CFDs or to adopt any strategy.While believed reliable, the information may be incomplete or 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 62 Consulting, Levrd or their related parties.

Canetoad.ai is the latest tech out that brings in today's drilling announcements, and gives you a 3D view of the drilling via a sophisticated web platform. Alex Hewlett (Founder) came on LEVRD to give a full demo. We had a look at Many Peaks (MPK) and Carnavale Resources (CAV) as some examples.

Head to https://www.canetoad.ai/ for a look

(0:00) How the beast of Canetoad was created

(7:00) How did it become a 3D drillhole visualiser?

(8:40) Pulling in live data from announcements today

(10:12) Many Peaks (MPK) drilling

(17:25) Carnavale Resources (CAV) high grade hits

(22:30) Where is the next Andover Lithium project?

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 Life 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 of Levrd. The video content 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 purposes only. CFDs are high risk; you can lose all capital rapidly. My past performance isn’t reliable. I may be long/short in CFDs mentioned in the videos.FSG: https://levrd.live/pages/fsgThis material is not an offer, invitation or recommendation to acquire or dispose of any financial product including CFDs or to adopt any strategy.While believed reliable, the information may be incomplete or 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 62 Consulting, Levrd or their related parties.

Part 2 with Hedley Widdup of Lion Selection Group.

(0:00) Saturn Metals (STN) going Heap Leaching

(12:54) Genesis (GMD) spinning out Bardoc assets?

(18:43) Great Boulder (GBR) next steps?

(25:29) Torque Metals (TOR) progressing permitting

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 Life 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 of Levrd. The video content 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 purposes only. CFDs are high risk; you can lose all capital rapidly. My past performance isn’t reliable. I may be long/short in CFDs mentioned in the videos.FSG: https://levrd.live/pages/fsgThis material is not an offer, invitation or recommendation to acquire or dispose of any financial product including CFDs or to adopt any strategy.While believed reliable, the information may be incomplete or 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 62 Consulting, Levrd or their related parties.

Hedley Widdup from Lion Selection Group comes on to talk all things GOLD (Part 1 of 2)

Chapters

(0:00) Hedley’s CLOCK update

(5:17) Any downside protection?

(10:09) Brightstar (BTR) raising and updated DFS out

(20:14) New Murchison Gold (NMG) printing cash

(28:54) Medallion Metals (MM8) on the development pathway

(35:13) Alkane on MM8 register and some others?

(39:57) How would potential acquirers be looking at these companies?

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This is general advice and my opinions only. Content doesn’t consider your objectives, financial situation or needs. This content is for entertainment purposes. CFD’s are high risk; you can lose all capital. My past performance isn’t reliable. I may be long/short in CFD’s and stocks mentioned in the videos.

Financial Services Guide - https://levrd.live/pages/fsg

Plenty happening and we are fully LEVRD. Check what's gone in & out of Matty's CFD Fund.

(0:00)Balance update

(3:20)All positions

(5:59)Underlying investment thesis

(7:59)Bellevue Gold (BGL)

(11:02)Nexgen (NXG)

(13:50)Ramelius (RMS)

(18:35)Torque Metals (TOR)

(22:40)Brightstar (BTR)

(28:05)Capricorn Metals (CMM)

(32:50)Mineral Resources (MIN)

(35:22)Liontown (LTR)

(38:48)Northern Star (NST)

(42:37)Yancoal (YAL)

(46:00)Centaurus (CTM)

(48:53)Westgold (WGX)

(52:20)29 Metals (29M)

(53:58)Gorilla Gold (GG8)

(56:18)Firefly (FFM)

(57:18)New Murchison Gold (NMG)

(59:04)Ora Banda (OBM)

LEVRD Socials

Youtube ► https://www.youtube.com/@levrdtrading

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/