Geoff Wilson - Wilson Asset Management “The top ten companies are about $1.1 trillion, so the rest of the companies, what you’re going to find ... all the money will go to the top companies. Asked what this will mean for small companies, Mr Wilson replied: “That’s the end of small companies”. ‘It’s a disaster’: Labor’s tax changes will ‘end small companies’ youtu.be/_OXMvAl-lGU

Marriott upgraded me to the presidential suite.... So yeah, party at my place.

Date night views

Roughly this time, 82 years ago, First in, Captain Frank L. Lillyman, commander of the 101st Airborne Division pathfinder team, who jumped from the lead aircraft at about 00:15 D Day to mark the drop zones for the main airborne force.

Everyone south of Oatlands... So??

Sydney tomorrow!

Did Canadian Exchanges Accidentally Time Australia’s Junior Mining Problem?linkedin.com/pulse/did-canad…

Well now I have to try this

That feeling when you just want to keep doing your geology, and you get dragged along to a wine and cheese expo called Mould X pinotpalooza

This caught my eye! "The most strategically important gold projects may not simply be the highest-grade deposits. They may be the projects in stable jurisdictions, with infrastructure, scale, development potential and the ability to support long-term supply chains." linkedin.com/pulse/china-jus…

RICK RULE | Gold stocks relative to gold prices are at attractive level... youtu.be/bPVxkFKN_sg?si=V2AS… via @YouTube

Possibly the most Australian start-up idea of 2026: A Singapore-domiciled company that helps Australian founders domicile their start-ups in Singapore or the UAE after Australia accidentally launches its new “Founder Export Incentive Scheme”. Working title: Capital Flight-as-a-Service. Product stack: • Singapore holding company • UAE expansion pathway • founder relocation checklist • investor-ready corporate structure • complimentary “it’s not tax evasion if you actually move” explainer

The Colossus Project is being tested from a starting point of: not “where did the old miners stop?”, but “what mineral system produced the old mine?” linkedin.com/pulse/colossus-…

The curious case of the $65m that was worth only $27m afr.com/companies/mining/the…

"Hi [First Name], I came across your profile and would love to connect." No, I dont think you did.

With the current CGT shenanigans, I think an ESVCLP fund for junior mining is starting to look less like a strange idea and more like a structure someone should take seriously. The tax benefits are the obvious hook. A properly registered Early Stage Venture Capital Limited Partnership can provide eligible investors with a non-refundable carry-forward tax offset of up to 10% of eligible contributions, along with potential income tax and capital gains tax exemptions on returns from eligible venture capital investments. That is not a small detail. That is the kind of detail that tends to get investors to stop scrolling. Junior exploration is basically venture capital with rocks. High risk. Long timeframes. Lots of failure. A few asymmetric winners. Occasional moments where one drill hole changes the entire valuation model and everyone suddenly develops strong views on alteration minerals. And junior mining has a real early-stage funding problem. There is capital for near-production assets. There is capital for obvious discoveries. There is capital for whatever commodity is fashionable this quarter. But there is not enough disciplined capital for the early technical work where discovery value is actually created. A specialist junior mining ESVCLP could focus on: Back good people. Back real geology. Back disciplined exploration. Back technical evidence before market hype. Avoid lifestyle companies, stale ground, recycled stories, and “nearology with a logo”. Of course, mining is not software. You cannot A/B test a drill hole. You cannot pivot a granite. You cannot growth-hack a porphyry. And no amount of pitch-deck polish will make a barren system fertile. But when exploration works, the returns can be very venture-like. So maybe an ESVCLP for junior mining is not such a wild idea. It might just be a tax-efficient venture fund for people who prefer their risk under cover, in core trays, and occasionally announced at 9:47 am.

Since I was in Sydney all week for RIU, I got the wife a quick weekend in Kingscliff.

$QML.ax - Andrew Sparke, Chairman and Managing Director of @QminesL speaks to @miningcomau and breaks down the $15 million Queensland backing and what it means for the next phase of Mt Chalmers. 📺 Watch video mining.com.au/qmines-gets-15…