LEVRD

Another commodity that has been impacted by the War....AMMONIA!!!. NH3 Clean Energy are proposing a big Ammonia project right here in the WA Pilbara. Chairman Charles Whitfield came on LEVRD to tell me plenty I didn't know about the Ammonia, Fertiliser and Marine industries.

(0:00) Preview

(1:26) Charles Whitfield of Galaxy fame

(2:21) Ammonia as a fuel source

(5:47) Grey, Blue, Green Ammonia

(7:24) Ammonia bunkering and Marine fuel use

(11:50) Cost of Ammonia fuel

(13:01) Fertiliser application

(14:24) Why has Iran war disrupted ammonia?

(15:30) Australia ammonia production

(18:30) Substitute for Coal fired power stations

(20:10) WAH2 project

(21:59) Carbon Capture industry

(23:07) Securing long term gas agreement

(25:13) Funding

(33:55) How much money does it make per annum?

(36:03) FID announcement anticipation

(38:00) Will BHP, RIO, FMG use ammonia for shipping?

LEVRD Partners

Canetoad AI - Intuitive 3D drillhole visualisation for rapidASX due diligence

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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.

New Murchison Gold (NMG) has over $150m cash from it's latest mining activities, what is next for them?

(0:00) Preview

(1:20) NMG's profitable early journey

(3:12) Was NMG involved in the Peak Hill process?

(4:44) Leading indicators to India's rise

(7:00) Grade drop last quarter

(10:10) Is capital required to transition into Stage 2

(12:55) Crown Prince Underground

(18:22) Any possible water issues underground?

(20:35) Crown Prince East pit

(23:08) Lydia Pit

(25:50) Greenfields exploration on the tenure

(28:20) What are they going to do with the money?

(32:42) Will NMG always be tied to Westgold?

LEVRD Partners

Canetoad AI - Intuitive 3D drillhole visualisation for rapidASX due diligence

https://www.canetoad.ai/#pricing

1 MONTH FREE-TRIAL CODE FOR INVESTORS

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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.

Will Peak Hill transform Great Boulder Resources from an Explorer to a cashflow positive Producer? MD Andrew Paterson takes LEVRD through the deal with Westgold.

(0:00) Preview

(0:46) Great Boulder acquire Peak Hill from Westgold

(3:11) Price tag

(5:32) How much of a win for Westgold?

(7:18) Mining or Exploring or both?

(9:44) Is oxide ore the priority?

(11:32) What was the drawcard to Peak Hill?

(13:34) What mining model for the pits?

(15:04) Collaboration model with Westgold

(16:57) Can Westgold help with Traditional Owners for Side Well ML

(18:00) Will 75% ownership of Side Well change in future?

(21:30) Which is better? Side Well or Peak Hill?

(27:00) Use of funds, studies and approvals

(29:25) Approvals and OPA specifics

(30:52) Historical metallurgy for Peak Hill

(32:30) Behind the door of the deal

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

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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.

Brad Seward from GBA Capital came on for his weekly sesh to discuss the Peak Hill transaction between Great Boulder Resources and Westgold. Liontown bouncing around all over the shop and WIN Metals hitting some high grade at Radio Gold mine.

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.

The damage to Qatar's LNG plant has wiped out 30% of global Helium supply. Dr Krista Davies from Prominence Energy (PRM) came onto LEVRD to explain why Helium is much more than something that goes in balloons.

(0:00) Preview

(0:54) Dr Krista Davies background

(2:33) Helium non-substistuable

(5:22) Qatar LNG plant impact on supply

(6:20) Price of Helium

(7:55) Comparing Helium to Tin

(8:30) Global Helium production

(10:16) Revenue of Helium compared to Natural Gas

(11:42) Has Helium ever been produced in Australia?

(14:35) Australian Helium potential producers

(17:12) Cost of drilling for Helium

(20:45) How deep is the drilling?

(21:35) % chance of success

(24:00) Time from exploration to production

(25:10) Other ASX Helium plays

(27:45) Is South Australia just Hyrdogen and Helium?

(28:43) Is this the next bubble similar to Hydrogen?

(30:14) Timeline to drilling

(30:55) Big global helium players

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.

Position update, note that Breakthrough Minerals (BTM) just went into Trading Halt for a capital raise (recorded before announcement). Liontown quarterly out aswell.

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.

Brad Seward from GBA Capital and Matty discuss the latest couple of things that caught the eye after the long weekend.

(0:00) Gold fell off a cliff in the afternoon

(2:36) European Lithium takeover

(5:28) USA Rare Earths deal being blocked

(7:45) Gold Arc (GA8) drill results

(14:00) New Murchison Gold (NMG) cash build

(24:00) Valiant (VAL) + Alicanto (AQI) spinouts

(28:42) Minrex (MRR) punching it in Serbia

(38:15) Loyal Metals (LLM) bid by BUMA

LEVRD Partners

Canetoad AI - Intuitive 3D drillhole visualisation for rapid ASX 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 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 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 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 audio/video.

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

This 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.

Can Kaiser Reef (KAU) get the Henty Gold mine humming and find Gold at Maldon? Brad Valiukas (MD) came on LEVRD to get into the weeds about the operations.

(0:00) Preview

(1:07) Kaiser Reef overview

(1:43) Recent poor quarterly

(3:30) Tasmanian mining industry

(5:10) Henty mine layout and constraints

(8:50) Lifting mill capacity from 300kt-400kt

(12:55) Tailings Dam lifts

(14:25) Previous exploration intensity

(16:35) Has the A1 mine had its day?

(18:54) Maldon restart

(24:06) Time to first drilling

(25:50) Is Maldon being valued at nothing?

(27:45) What are Insto's looking for in the stock?

(28:30) How involved are Catalyst?

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.

Mega loaded episode. Quarterlies and news out of WAF, Black Cat, Develop, Northern Star, Paladin, Hillgrove, Pantoro and Kaiser Reef.

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.

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.