Had a yarn with Tribeca Investment Partners' Guy Keller for a deep dive into the #uranium market, #nuclear energy and the ASX-listed uranium sector. Youtube - youtu.be/GZSjsPEhSJA Spotify - open.spotify.com/episode/3mN… Despite uranium equities suffering a brutal sell-off over the past 12 months, Guy argues that the fundamental supply-demand picture remains extremely strong and that uranium prices ultimately need to move significantly higher to incentivise the next wave of mine development. The discussion covers everything from Chinese investment in uranium projects and utility contracting, through to the outlook for some of the ASX's largest uranium companies. Topics discussed include: - Why uranium equities have disconnected from fundamentals - Why Guy believes uranium may need to reach US$110-120/lb - Chinese financing and the Bannerman Energy transaction - The future for Lotus - The importance of utility contracting and long-term uranium pricing - Deep Yellow's decision not to rush into development - Paladin Energy and the outlook for Langer Heinrich - Boss Energy, Honeymoon and the ISR debate - Why Nexgen's Arrow deposit remains one of the best mining projects globally - Peninsula Energy's turnaround story in the United States - Alligator Energy's field leach trial and development pathway - Nuclear power growth, SMRs and hyperscaler demand - Where Guy sees the best opportunities in uranium today If you're interested in uranium stocks, nuclear energy, uranium prices and the long-term outlook for the sector, this is one of the most comprehensive uranium discussions we've had on LEVRD. Uranium Stocks Mentioned - Paladin Energy $PDN - Boss Energy $BOE - Deep Yellow $DYL - Lotus Resources $LOT - Bannerman Energy $BMN - Peninsula Energy $PEN - Alligator Energy $AGE - DevEx Resources $DEV - Nexgen Energy $NXG - Cameco $CCJ - Global Atomic $GLO - Atomic Eagle $AEU - Cauldron Energy $CXU - Encore Energy $EU

In this episode of LEVRD, Matt sits down with Canadian Phosphate (ASX: CP8) Managing Director Daniel Gleeson to discuss one of the most overlooked critical minerals markets in the world – phosphate. Youtube - youtu.be/Lks9NcHCwwI Spotify - open.spotify.com/episode/36l… While most investors associate phosphate with fertiliser, the sector is increasingly attracting attention due to food security concerns, geopolitical supply concentration and the growing demand for lithium iron phosphate (LFP) batteries. The discussion explores why Morocco and Western Sahara control the majority of the world's phosphate reserves, why Canada remains entirely dependent on phosphate imports despite being a global fertiliser powerhouse, and what this means for future North American supply chains. We also take a deep dive into Canadian Phosphate's three North American projects: - Wapiti (British Columbia) - Fernie (British Columbia) - Diamond Mountain (Utah) Topics discussed include: - The global phosphate market and major producers - Why Morocco dominates phosphate supply - Food security and geopolitical supply risks - Fertiliser demand versus battery demand - Understanding NPK and the importance of phosphorus in agriculture - North American phosphate production and import dependency - Wapiti's exploration target and upcoming 56-hole drill program - How sedimentary phosphate deposits differ from hard rock projects - Fernie's potential as an early production opportunity - The acquisition of the Diamond Mountain Project in Utah - How CP8's projects compare with global phosphate deposits - Processing pathways from crushed rock fertiliser through to battery-grade products - Metallurgy, recoveries and key project risks - Potential future offtake opportunities with fertiliser and battery manufacturers - The long-term pathway from exploration through to development If you're interested in critical minerals, fertiliser markets, battery materials, food security and emerging North American resource opportunities, this interview provides a comprehensive overview of a sector that receives far less attention than lithium, copper or rare earths. #ASX #CP8 #CanadianPhosphate #Phosphate #CriticalMinerals #Fertiliser #BatteryMaterials #LFP #MiningStocks #Investing #LEVRD

Will a delay in Nexgen's Arrow actually be that bad? $NXE $NXG Full #uranium episode with Tribeca's Guy Keller below: Youtube - youtu.be/GZSjsPEhSJA Spotify - open.spotify.com/episode/3mN… #Uranium #NuclearEnergy #ASX #UraniumStocks #Investing #LEVRD

#uranium mining might not be that much of $CCJ business in future Full #uranium episode with Tribeca's Guy Keller below: Youtube - youtu.be/GZSjsPEhSJA Spotify - open.spotify.com/episode/3mN… #Uranium #NuclearEnergy #ASX #UraniumStocks #Investing #LEVRD

Maybe Nexgen will build it $NXE $NXG Full #uranium episode with Tribeca's Guy Keller below: Youtube - youtu.be/GZSjsPEhSJA Spotify - open.spotify.com/episode/3mN… #Uranium #NuclearEnergy #ASX #UraniumStocks #Investing #LEVRD

Have the M&A inbounds increased with the rise in #silver price? (even though its dropped, it's still bloody high compared to last year) Full episode with Advance Metals $AVM MD Adam McKinnon below: Youtube - youtu.be/JJS5cEJNOcw Spotify - open.spotify.com/episode/00C… #AVM #AdvanceMetals #SilverStocks #GoldStocks #ASX #MiningStocks #SilverMining #GoldMining #MexicoMining #VictoriaGold #Investing #LEVRD

The beauty for Bannerman $BMN getting paid quickly Full #uranium episode with Tribeca's Guy Keller below: Youtube - youtu.be/GZSjsPEhSJA Spotify - open.spotify.com/episode/3mN… #NuclearEnergy #ASX #UraniumStocks #Investing #LEVRD

You don't hear of 96% gravity recovery too often in #gold processing Full episode with Advance Metals $AVM MD Adam McKinnon below: Youtube - youtu.be/JJS5cEJNOcw Spotify - open.spotify.com/episode/00C… #AVM #AdvanceMetals #SilverStocks #GoldStocks #ASX #MiningStocks #SilverMining #GoldMining #MexicoMining #VictoriaGold #Investing #LEVRD

Sometime magnetic anomalies are duds, sometimes they might actually have something... Full episode with Tarrina Resources #TR8 CEO Greg Partington below: Youtube - youtu.be/5kfcuF2r118 Spotify - open.spotify.com/episode/22K… #ASX #TR8 #TarrinaResources #Copper #Gold #IOCG #OlympicDam #MiningStocks #CopperStocks #GoldStocks #Exploration #Investing #LEVRD

Who would've thought I'd get excited about geophysics Full episode with Tarrina Resources #TR8 CEO Greg Partington below: Youtube - youtu.be/5kfcuF2r118 Spotify - open.spotify.com/episode/22K… #ASX #TR8 #TarrinaResources #Copper #Gold #IOCG #OlympicDam #MiningStocks #CopperStocks #GoldStocks #Exploration #Investing #LEVRD

The eye watering grades when mining #silver in Mexico Full episode with Advance Metals $AVM MD Adam McKinnon below: Youtube - youtu.be/JJS5cEJNOcw Spotify - open.spotify.com/episode/00C… #AVM #AdvanceMetals #SilverStocks #GoldStocks #ASX #MiningStocks #SilverMining #GoldMining #MexicoMining #VictoriaGold #Investing #LEVRD

2moz with a 50,000m more drilling to come up in the Pilbara Full episode with Pilbara Gold $PGL MD Peter Turner below: Youtube - youtu.be/y5wLOLDJzPc Spotify - open.spotify.com/episode/7y2… #ASX #GoldStocks #PilbaraGold #GoldMining #DeGrey #Hemi #MiningStocks #ASXGold #Investing #LEVRD

In this episode of LEVRD, Matt sits down with Advance Metals $AVM Managing Director Adam McKinnon for a deep dive into the company's growing portfolio of silver and gold assets across Mexico and Australia. Youtube - youtu.be/JJS5cEJNOcw Spotify - open.spotify.com/episode/00C… The discussion focuses on Advance's three Mexican silver projects, including the flagship Yoquivo Project, which recently delivered a 33Moz silver-equivalent resource, and the rapidly emerging Gavilanes Project, where maiden drilling returned 33.9 metres at 220g/t silver including 6.2 metres at 718g/t silver. We also explore the Guadalupe y Calvo Project, permitting pathways in Mexico, development strategies for junior silver companies, and whether Advance could ultimately become a mine developer, producer or takeover target. The conversation then shifts to Victoria, where Advance has recently moved to 100% ownership of the Myrtleford and Beaufort Gold Projects following a string of exceptional drilling results and gravity recoveries of up to 96%. Topics discussed include: - Ranking Advance's Mexican silver projects - The Yoquivo 33Moz AgEq resource and pathway to further growth - Why Yoquivo became the flagship asset - Recent drilling success at Gavilanes - The potential scale of the Gavilanes silver system - Guadalupe y Calvo and why it receives less attention - Mining and permitting conditions in Mexico - Whether Mexico remains an attractive jurisdiction for silver development - Development pathways and potential exit strategies - Myrtleford and Beaufort's growing importance within the portfolio - High-grade Victorian gold drilling results - Gravity recoveries of up to 96% and development implications - The 13km Happy Valley trend and district-scale potential - Institutional shareholders and capital allocation strategy - How Advance plans to deploy its $11 million cash balance If you're interested in ASX silver stocks, Mexican mining projects, high-grade Victorian gold exploration and emerging precious metals developers, this interview provides a detailed look at one of the more active stories on the ASX. #AVM #AdvanceMetals #SilverStocks #GoldStocks #ASX #MiningStocks #SilverMining #GoldMining #MexicoMining #VictoriaGold #Investing #LEVRD

Trying to have the best statistical chance of finding some decent #copper Full episode with Tarrina Resources #TR8 CEO Greg Partington below: Youtube - youtu.be/5kfcuF2r118 Spotify - open.spotify.com/episode/22K… #ASX #TR8 #TarrinaResources #Copper #Gold #IOCG #OlympicDam #MiningStocks #CopperStocks #GoldStocks #Exploration #Investing #LEVRD

In this episode of LEVRD, Matt sits down with Tarrina Resources #TR8 CEO Greg Partington to discuss the company's flagship Walparuta Project in South Australia and why management believes it has the ingredients for a significant IOCG (Iron Oxide Copper Gold) discovery. Youtube - youtu.be/5kfcuF2r118 Spotify - open.spotify.com/episode/22K… South Australia is home to some of Australia's largest mineral deposits, including Olympic Dam, Prominent Hill and Carrapateena. The conversation explores where Walparuta sits within this broader geological setting and what makes the project worthy of investor attention. Topics discussed include: - The history of the Walparuta Project - Why Tarrina believes it has IOCG discovery potential - The geology and scale of the target - Historical drilling and exploration results - What has changed to justify renewed exploration - Key indicators management is looking for in future drilling - How Walparuta compares with other South Australian IOCG systems - The broader copper market and the importance of new discoveries - Funding and exploration plans moving forward - The Christmas Gift Project and Tarrina's other South Australian assets - Key catalysts investors should watch over the next 12 months If you're interested in copper, gold, exploration stocks and the hunt for Australia's next major discovery, this episode provides a detailed look at one of the more speculative but potentially high-impact exploration stories on the ASX. #ASX #TR8 #TarrinaResources #Copper #Gold #IOCG #OlympicDam #MiningStocks #CopperStocks #GoldStocks #Exploration #Investing #LEVRD

Why Simon Lill sees another De Grey in Pilbara Gold.... Full episode with Pilbara Gold $PGL MD Peter Turner below: Youtube - youtu.be/y5wLOLDJzPc Spotify - open.spotify.com/episode/7y2… #ASX #GoldStocks #PilbaraGold #GoldMining #DeGrey #Hemi #MiningStocks #ASXGold #Investing #LEVRD

How much permitting and approvals ahead at Zelica? Full episode with Strata Minerals $SMX MD Peter Woods below Youtube - youtu.be/EBYaEGK9j5g Spotify - open.spotify.com/episode/4t2… #ASX #SMX #StrataMinerals #GoldStocks #GoldMining #MiningStocks #ASXGold #JuniorMining #Investing #LEVRD

In this episode of LEVRD, Matt sits down with Pilbara Gold $PGL MD Peter Turner to discuss the company's strategy to aggressively grow its existing 2Moz gold resource through a planned 50,000-metre drilling campaign. Youtube - youtu.be/y5wLOLDJzPc Spotify - open.spotify.com/episode/7y2… The conversation explores why management believes the project still has significant upside, the geological similarities to other major Pilbara gold discoveries, and whether Pilbara Gold can follow a path similar to De Grey Mining's transformation from explorer to major gold development story. Topics discussed include: - Overview of Pilbara Gold and its flagship project - The existing 2Moz gold resource and where it sits today - Why the company is committing to a 50,000m drilling program - Priority targets for resource growth - Geological similarities and differences versus De Grey's Hemi discovery - Potential for multiple deposits and a larger district-scale gold system - What success looks like from the upcoming drilling campaign - Key catalysts investors should watch over the next 12 months - Funding, balance sheet and development pathway If you're interested in ASX gold stocks, Western Australian gold discoveries and the next generation of development stories, this interview provides a deep dive into one of the more interesting gold exploration stories currently emerging in the Pilbara. #ASX #GoldStocks #PilbaraGold #GoldMining #DeGrey #Hemi #MiningStocks #ASXGold #Investing #LEVRD

The usual way or the BML way Full episode with Strata Minerals $SMX MD Peter Woods below Youtube - youtu.be/EBYaEGK9j5g Spotify - open.spotify.com/episode/4t2… #ASX #SMX #StrataMinerals #GoldStocks #GoldMining #MiningStocks #ASXGold #JuniorMining #Investing #LEVRD

Nth Qld #copper M&A begins. $HMX in halt for a change in control.....after the wise folk started buying it today and up 13%....silly silly