Best Bid And Research Development Podcasts (2024)

1
Research body from EU and Nato nation joins China-led ILRS moon project

43m ago

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Robert Fay-Siebenburgen, president of Hungarian Solar Physics Foundation signed MOU with officials from China’s Deep Space Exploration Laboratory in Hefei, bringing ILRS partners to around 25.By Ling Xin

1
Promises abound of deepened reform, but what did China’s third plenum tell us?

43m ago

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In this week’s issue of the Global Impact newsletter, we look back at the conclusion of China’s third plenum.By Andrew Mullen

1
How Joe Biden’s re-election bid unravelled in 25 days: from debate debacle to dropping out

2h ago

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An early debate with Trump was meant to boost Biden’s elections odds. That backfired spectacularly – and it was downhill from there.By Bloomberg

1
China’s youth, anxious over job market, trust in science to secure their future

1h ago

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As China’s students face an uncertain job market – and the country pledges more resources to tech – they are opting to study science, helping to maintain an ‘engineering dividend’ as the population declines.By He Huifeng

1
China cuts key rates after third plenum to support economy, but ‘heavy lifting’ needed

5h ago

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People’s Bank of China lowered the seven-day reverse repo rate, as well as both the one-year and five-year loan prime rates, just days after the conclusion of the third plenum.By Kandy Wong

1
How Nato’s China focus obscures greater threats coming from within

32m ago

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Discussions of China dominated the recent Nato summit, but what about the dangers of a sapping war in Ukraine and Trump ‘s potential return?By Tarek Cherkaoui

1
Philippines risks Beijing’s ire as it weighs using allies for South China Sea resupply runs

1h ago

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The Philippines is considering involving units from other countries in its regular resupply missions to a flashpoint in the South China Sea.By Alan Robles,Raissa Robles

1
The next 10 years: Tsinghua’s Yan Xuetong talks Trump, Taiwan and what it means for China

6h ago

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International relations analyst Yan says US presidential candidate Trump would not be willing to go to war with China in the Taiwan Strait.By Kawala Xie

1
Here’s how China can fund its third plenum goal of high-quality development

11m ago

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Given China’s weakened financial position, it must embrace low-cost reforms that drive growth without adding to budget pressures.By Yukon Huang

1
World leaders pay tribute to Joe Biden as he drops out of 2024 US presidential race

10h ago

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UK PM Starmer says he respects Biden’s decision to drop out as Canada’s Trudeau calls US president ‘a partner to Canadians – and a true friend’.By Agence France-Presse,Reuters

1
Fighting continues in southern Gaza as Israeli strikes hit central areas

2h ago

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Israeli PM Netanyahu on Sunday ordered a delegation charged with negotiating a hostage deal to be dispatched on Thursday, his office said.By Reuters

1
Israeli settlers attack and injure foreign volunteers in occupied West Bank

24m ago

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Eight mainly American volunteers were working with the farmers in an olive grove when settlers came after them, said an American-German in the group.By Agence France-Presse

1
Key senator Joe Manchin urges Biden to step aside as polls show Trump rise

1h ago

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‘I think it’s time to pass the torch,’ Manchin said, as a poll from swing state Michigan indicated growing sense Biden will lose to Trump.By Agence France-Presse

1
China’s third plenum sees Communist Party double down on economic, tech, military power

19m ago

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More than 22,000-word resolution document lists wide range of measures for next five years backed by party Central Committee at key conclave.By Wendy Wu,William Zheng,Victoria Bela

1
Israel’s Yemen strike will embolden Houthis, analysts say

2h ago

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Attack will provide the Houthis with ‘political capital’, widen rebels’ appeal amid growing anger in Yemen over the Gaza war, observers note.By Agence France-Presse

1
Can China and the West agree on global AI rules amid existential risks?

34m ago

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An international framework governing AI faces formidable obstacles that could hinder collaboration to regulate the fast emerging technology.By Dewey Sim

1
Philippines, China reach deal in effort to stop clashes at fiercely disputed shoal

7m ago

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‘The agreement will not prejudice each other’s positions in the South China Sea,’ says Department of Foreign Affairs in Manila.By Associated Press

1
Malaysia coastguard intercepts missing oil tanker from Singapore blaze

36m ago

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Malaysian coastguard says Ceres I was intercepted 28 nautical miles off Tioman Island at 1.20am local time on Sunday, pulled by two tug boats.By Bloomberg

1
US practice of divide and rule could be the ruin of us all

36m ago

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It means market fragmentation, economic destruction, social upheaval and loss of lives. In a fractured world today, it could trigger another world war.By Zhou Xiaoming

1
Turning around Junior Mining (John Forwood & Hedley Widdup) 1:06:56

2h ago1:06:56

1:06:56

JD sat down with John Forwood (CIO at Lowell Resource Fund) and Hedley Widdup (CEO at Lion Selection) for a big chat on junior mining. The conversation went from how their 2024 predictions are faring to the lack of liquidity in juniors, from the increasing red tape in the sector to how the financing landscape has changed and everything in between. …

1
Fortescue Swings the Axe 50:26

1h ago50:26

50:26

We get going today with news that Fortescue (FMG) cut 700 jobs and is renewing its corporate structure & strategy, followed by a chat on Genesis’ (GMD) quarterly numbers. Evolution (EVN) had a decent quarter with some points worth discussing and lastly we spoke about a trend of more dealmaking for miners globally. Sign-up for the Director’s Special…

1
104. Graduate Recruitment in 2024 with Camilla Clarke - Managing Director Australia - Give a Grad A Go 46:26

3h ago46:26

46:26

"The same principles apply, be professional and be curious." She is back to join the show for a third time and provide all the best insights you need on graduate recruitment in 2024. In this episode, Camilla shares what she is noticing from the graduate recruitment market in 2024, what graduates can do to stand out, things employers are looking for…

1
Koala and Tom Woolrych: Nickel West to Capital Woes 1:05:12

1h ago1:05:12

1:05:12

On the back of Nickel West getting shafted by BHP officially (for now), Trav launched a Twitter Spaces on Thursday last week. The Koala and Tom Woolrych joined in. The convo shortly broadened out and so we thought we'd release it as a bonus episode this Wednesday. Enjoy Money Miners. Sign-up for the Director’s Special All information in this podcas…

1
Warren Irwin on Uranium, Canada & Contrarian Opportunities 1:17:38

2h ago1:17:38

1:17:38

We had a chat with long time natural resource fundie Warren Irwin to get his take on several topics. Our conversation covered the state of Canadian miners and the countries M&A policies, why you shouldn’t listen to uranium super bulls, the disservice NexGen is doing to mining, why he likes nickel and plenty more. Sign-up for the Director’s Special …

1
Mega Copper M&A Manoeuvres 1:01:32

1h ago1:01:32

1:01:32

We kicked off the week entertaining some hypotheticals after the massive copper M&A rumours over the weekend about BHP and Lundin reportedly working together to put forward a joint bid for Filo and Rio potentially having another crack at Teck. Matty then went into the weeds on the Bellevue quarterly, followed by Ally GC’s rapid fire on De Grey’s qu…

1
Picking Small Cap Gems with Matt Griffin 1:17:02

1d ago1:17:02

1:17:02

We went for a deep dive into the miners and contractors that make the cut for Aussie Small Cap fundie Matt Griffin’s portfolio. Matt’s a thoughtful generalist investor with plenty of experience in the mining sector, and he currently operates as a co-portfolio manager at Maple-Brown Abbott. We’ve discussed his uranium, copper, gold and energy holdin…

1
Uranium Stocks Surge on Kazakh Taxes 51:39

2d ago51:39

51:39

We’re all over the BIG news out of the uranium world – Kazakhstan is ramping up taxes on all mining projects, and boy could you see it from the surge in global uranium miners. We then went for a walk through IGO’s decision to not go downstream with Wyloo on a PCAM facility in Kwinana, and look ahead to where the company will go next. Sign-up for th…

1
Is this the Death of Gold Developers? 1:00:39

4d ago1:00:39

1:00:39

We started the show by trying to understand the poor performance of WA gold developers, and question whether this is their death. Then we chat about Meteoric (MEI) and their recent scoping study and stay in South American as there’s drama surrounding Silvercorp’s (SVM.t) stuttering takeover of Adventus (ADVN.t). We round off the chat highlighting a…

1
Who’s Winning from Rex’s $400m Bid? 52:54

5d ago52:54

52:54

Plenty to rip into as always on a Monday, with two deals grabbing the headlines. MACH is buying Rex (RXM) for a bit under $400m while the Mt Bundy gold project is also being sold. Canada is making some big changes on an M&A front, while Encounter (ENR) continued its run on niobium hits. Ramelius (RMS) shared its cash figures while getting the go ah…

1
All you need to know about coal (Matt Warder Interview) 51:36

9d ago51:36

51:36

We’re joined by Matt Warder for a great chat about met & thermal coal markets, what recent events have done to prices, what the transition away from these commodities will look like, which companies stand out and the age old dividend vs buyback debate. Enjoy the yarn! Sign-up for the Director’s Special Coal Trader Substack All information in this p…

1
More than meets the eye at Boss 32:52

14d ago32:52

32:52

We kick things off with a “How to Build a Waterfall Chart” special, now that we’re into quarterly season. Then, we chat about several pre-quarterly releases, including from Boss Energy, Westgold and Capricorn, before we round up the show with a discussion on Chalice’s poorly received MoU with Mitsubishi. Sign-up for the Director’s Special All infor…

1
Have LG saved Liontown? 51:55

11d ago51:55

51:55

Some big news today with Liontown (LTR) announcing new funding with LG Energy, West African (WAF) updating their feasibility study whilst raising $120m and Centaurus (CTM) finally sharing their feasibility study. We also spoke briefly about 29Metals (29M) sharing their rates, met coal prices flying, intriguing developments in the cobalt market and …

1
One year later – Is WA1 the real deal? 1:26:10

14d ago1:26:10

1:26:10

We’ve got 3 big stories today. Firstly, a fire broke at Anglo’s (AAL.l) Grosvenor coal mine which caused alarm throughout the sector. Secondly, we were joined by Bogan Geologist and fund manager Emanuel Datt for a debrief on WA1 following their maiden resource as well as the recent metallurgical results, one year after we initially had them on. To …

1
Everything you need to know about rare earths with Mike Bevan 1:35:49

16d ago1:35:49

1:35:49

We had a chat with Mike Bevan, a geo (who runs a cracking YouTube channel at GeoInvest Insights) to get right into the weeds on understanding rare earths from a geologists perspective, as well as some uranium chat. We picked through hard rock and the clay deposits, the red flags to look for plus the important tricks in the all important metallurgic…

1
Are lithium or rare earths companies investable? (Ahmad Saleem interview) 1:06:30

18d ago1:06:30

1:06:30

We’ve got Ahmad back in the studio for an exploration bonanza! This time we’re diving deep into lithium and rare earths, getting into all aspects of what make a good deposit (or discovery), what the common red flags are, what make certain projects stand out, how investors are commonly deceived and a whole heap more. Sign-up for the Director’s Speci…

1
“Mystery” buyer snaps up Spartan stake 50:08

20d ago50:08

50:08

It’s straight into the Murchison as all fingers point to Ramelius (RMS) as the buyer of a parcel of Spartan (SPR) stock, before we go global, diving into the Paladin (PDN) – Fission Uranium (FCU.t) deal. Our final topic was the notable collapse of Sev.en’s deal to buy 51% of Coronado (CRN) from EMG, with a bit of commentary on the broader investmen…

1
Pilbara looks within while Paladin opts to buy 55:33

21d ago55:33

55:33

We’re back swinging this week with all sorts of news. Firstly, we dive into Pilbara Minerals (PLS) huge expansion plans, before getting into some juicy news on the pending Karora (KRR.t) Westgold (WGX) deal. It’s then over to uranium land with Paladin (PDN) announcing a potential deal, rumoured to be Fission (FCU.t). We wrap things up with Tianqi’s…

1
A Roundtable with Two Top Mining Investors 1:33:33

24d ago1:33:33

1:33:33

We’ve got a belter of a weekend special here, Daniel “Dingo” Harangozo and Sammy Berridge on the show. While Sammy is a familiar face to the Money Miners, we’ve pulled Dingo on for his debut, to pick the brains of a first rate investor in the natural resources space. We had a blast chatting through everything under the sun, from uranium to lithium,…

1
The Nuclear debate goes mainstream 55:35

25d ago55:35

55:35

It’s all happening today, with the nuclear debate ramping up and going mainstream naturally getting us chatting. MinRes (MIN) dropped a late one yesterday, shutting down their Yilgarn iron ore operations plus we got Ahmad on for a special chat about Queensland copper, and a potential “discovery” by Anglo. Resolute (RSG) re-wrote some of the terms o…

1
BONUS: We ask James Marlay how to build an industry leading media business 1:00:41

26d ago1:00:41

1:00:41

This is a different episode today. It’s a bonus episode after all. When we were in Sydney, we asked Livewire’s Co-Founder, James Marlay, if he would be kind enough to let us ask him about his experience building and growing the business. He kindly said yes. As we build Money of Mine, we look at leading digital media businesses like Livewire to lear…

1
Who’s dumping FMG stock? 53:27

27d ago53:27

53:27

We kickstart the show looking to identify the seller of over $1b of FMG stock. Then, it’s a dive into Niger to get up to see on how geopolitical events are shaping European uranium demand, before we pick apart Beach Energy’s (BPT) new direction. Lastly, we discuss three open pit gold projects (GMD, AUC, SGD.t) and see how each stacks up. Sign-up fo…

1
Uranium grows, lithium woes 56:33

28d ago56:33

56:33

Righto Money Miners, Deterra (DRR) has done a deal and you bet we had a chat about it. Out of the blue, Rio Tinto’s (RIO) Jadar project looks like its going to get local approval in Serbia, while the rest of the lithium market (LTR, IGO, PLS) is reeling for a tough month in the market. Uranium, on the other hand, continues to win people over, as Ja…

1
Value Hunting with Trader Ferg 1:19:53

1M ago1:19:53

1:19:53

We’ve got a great chat to share with Fergus Cullen (or Trader Ferg). Ferg writes a popular Substack blog, where he hunts for value investments in a lot of the areas we like to look. We had a blast picking through PGMs, beaten oil services plays, the evolution of the uranium trade, where coal and other energy goes from here, why he’s taken a liking …

1
Why are these miners so hated? 53:27

1M ago53:27

53:27

We’re straight into the shorts today, chatting through a heap of the most shorted ASX miners and pondering why. Then, we delved into the EU’s latest attempts to support its auto-makers by ratcheting up tariffs on Chinese made vehicles, before we picked through who could buy Spartan (SPR) on the back on its run. Big copper producer MMG have been mak…

1
103. Learner Profiles and the Future of Education Assessment with Jordan Lewis - Partner Development Specialist with SpacesEDU by myBlueprint 52:13

1M ago52:13

52:13

‘We need to centre the student in the learning process.’ The concept of a learner profile or digital portfolio gets thrown around in schools in Australia and the globe alot, however, what do they actually look like, and why are they important to the future of education? In this episode we speak with Jordan Lewis, the Partner Development Specialist …

1
When to pick miners (Stephen Wood Interview) 1:14:57

1M ago1:14:57

1:14:57

We sat down with Stephen Wood of Eiger Capital to chat through his views on the world of resources. Stephen has been invested in a host of companies across many commodities that we love to chat about, from goldies to iron ore, and uranium to rare earths. He’s got a philosophy on picking miners coming to production in a bullish market which we got a…

1
Energy deal rumours heat up 28:47

1M ago28:47

28:47

We’ve got plenty of stories from around the grounds, starting with 29Metals (29M) finalising their offtake financing, then onto Southern Cross (SXG) & Mawson Gold (MAW.t) tying the knot. MinRes (MIN) seem to have pushed their $200m Red Hill (RHI) payment down the road a touch, while oil & gas M&A rumours are in the air. Bannerman (BMN) knocked out …

1
Beers and Mining Smack Talk with 4 GCs 1:35:03

1M ago1:35:03

1:35:03

Bonus ep time Money Miners. We sat down with 4 (3 in person, 1 virtually) UGC’s who earned their way onto the show through their phenomenal effort in sharing the Director’s Special newsletter. Chatting with these Money Miners, we ventured from exciting small caps to M&A at the big end of town, from valuing gold in the ground to resource nationalism…

1
Spec Stocks Spectacular with Ahmad Saleem 1:12:46

1M ago1:12:46

1:12:46

The Money Miners have long requested a small cap special, and we’ve done it. We brought on geological whiz Ahmad Saleem to help us navigate some hot regions, companies and commodity all across the world. First up we went to the Cobar to pick through the exploration hopeful, including AGC, PEX and TLM and more. Then, it was over to Africa, first in …

1
Ellison pulls a lever… who benefits? 50:33

2M ago50:33

50:33

Chris Ellison pulled one of his “levers” and announced the much-anticipated sale of 49% of the haul road. We look at the players that could reap the rewards for the new road. Matty got us up-to-date on all the big rumblings in the uranium world, then we chatted through the life and recent struggles of Sheffield Resources (SFX). Novelis ditched thei…

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