LEVRD

Matt Michael
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LEVRD gives exclusive access to a Mining Engineer /Jumbo Operator running a personal Resources hedge fund using CFD's. Listen to the celebrations and blowups of trading stocks for a living.

  1. -1 j

    Why Uranium Must Go to $120/lb | Guy Keller's ASX Uranium Outlook

    In this episode of LEVRD, Matt sits down with Tribeca Investment Partners' Guy Keller for a deep dive into the uranium market, nuclear energy and the ASX-listed uranium sector. 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. 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) (0:00) PREVIEW (1:07) Is Guy shopping today? (2:53) Uranium risk to future nuclear fuel cycle (5:50) China deals in Africa (9:03) Where is Lotus heading? (14:35) Paladin valuation (20:35) Deep Yellow holding out (23:10) Atomic Eagle and other African punts (28:14) Global Atomic back on the table (30:04) Will Boss Energy make it work? (39:58) NEXGEN (47:33) Vertical integration of Cameco (50:51) Peninsula turnaround (57:28) Other opportunities (uranium and nuclear) LEVRD Partners   NVLD Fitness   Come get Crossfit ripped with me   @nvldfitness on insta   https://www.nvldfitness.com/   0415126334   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 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 ofLevrd. 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 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 the audio/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 any strategy.   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.

    1 h 10 min

  2. -2 j

    Mexico is the place to be for Silver | Adam McKinnon - MD Advance Metals (ASX:AVM)

    In this episode of LEVRD, Matt sits down with Advance Metals (ASX: AVM) Managing Director Adam McKinnon for a deep dive into the company's growing portfolio of silver and gold assets across Mexico and Australia. 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. (0:00) PREVIEW (1:52) 3 Mexican silver assets (4:33) How do the grades compare (7:35) Why is Yuquivo the flagship asset? (12:30) Gavalanes high grade (15:00) Who will buy the assets? (16:35) Are the grades going to attract a buyer? (19:12) Permitting in Mexico (23:30) Are strategics asking more? (24:50) Victorian goldfields assets LEVRD Partners NVLD Fitness Come get Crossfit ripped with me @nvldfitness on insta https://www.nvldfitness.com/ 0415126334 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.

    37 min

  3. -3 j

    The IOCG Hunt in South Aus: Greg Partington - CEO Tarrina Resources (TR8)

    In this episode of LEVRD, Matt sits down with Tarrina Resources (ASX: 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. 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. (0:00) PREVIEW (1:40) Walparuta IOCG priority in SA (3:52) Proximity to Havilah assets (5:20) Geophysics lead up to drilling (11:33) Probability of success (17:38) Timeline to drilling (22:40) Asset history (26:22) NSW gold asset on ice for the moment (28:30) Yongala the "red headed step child" LEVRD Partners   NVLD Fitness   Come get Crossfit ripped with me   @nvldfitness on insta   https://www.nvldfitness.com/   0415126334   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 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 ofLevrd. 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 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 the audio/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 any strategy.   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.

    32 min

  4. -6 j

    Pilbara Gold's (PGL) 50,000m Drill Plan: Chasing the Next De Grey? - MD Peter Turner

    In this episode of LEVRD, Matt sits down with Pilbara Gold CEO Peter Turner to discuss the company's strategy to aggressively grow its existing 2-million-ounce gold resource through a planned 50,000-metre drilling campaign. 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. (0:00) PREVIEW (0:32) Comparison to De Grey by Simon Lill (2:45) Mt York history (5:45) Current 2moz resource (7:40) Is it refractory? (13:80) Banded Iron Formation overview (17:20) How big would this project be? (19:30) Where will the resource growth come from? (23:01) Zhaojin on register (24:48) Balance sheet (30:15) Early native title agreement LEVRD Partners   Canetoad AI - Intuitive 3D drillhole visualisation for rapidASX due diligence   https://www.canetoad.ai/#pricing   NVLD Fitness   Come get Crossfit ripped with me   @nvldfitness on insta   https://www.nvldfitness.com/   0415126334   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 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 ofLevrd. 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 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 the audio/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 any strategy.   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.

    34 min

  5. 3 juin

    Can a $6m Market Cap Generate Cashflow? - Peter Woods, MD Strata Minerals (SMX)

    In this episode of LEVRD, Matt sits down with Strata Minerals (ASX: SMX) Managing Director Peter Woods to discuss the company's strategy to advance the Zelica Gold Project in Western Australia. The conversation focuses on the recently announced partnership with BML Ventures, a deal that could provide a pathway toward mining while allowing Strata to preserve capital and minimise shareholder dilution. Under the agreement, BML is expected to fund development activities, mining, haulage and toll treatment arrangements, with profits shared between the parties once costs are recovered. Topics discussed include: - The Zelica Gold Project and its location in the Laverton-Leonora gold district - Why Strata chose a partnership model rather than funding development itself - The economics behind the BML Ventures agreement - What responsibilities sit with Strata versus BML - Potential pathways to mining and toll treatment -Current drilling results and exploration upside - The expanded 9.5km gold corridor at Zelica - Permitting, approvals and development timelines - How management is thinking about capital allocation and preserving cash - Whether the deal is heavily weighted in favour of Strata shareholders - Upcoming catalysts investors should watch If you're interested in ASX gold stocks, near-term development opportunities and alternative funding structures for junior miners, this is an episode worth watching. (0:00) PREVIEW (1:30) Zelica overview (3:56) Trial pit history (5:14) What would mining look like? (6:10) Details of BML deal (9:30) Likely processing locations (14:10) What further drilling will be done? (17:00) Will they raise again soon? LEVRD Partners   Canetoad AI - Intuitive 3D drillhole visualisation for rapidASX due diligence   https://www.canetoad.ai/#pricing   NVLD Fitness   Come get Crossfit ripped with me   @nvldfitness on insta   https://www.nvldfitness.com/   0415126334   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 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 ofLevrd. 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 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 the audio/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 any strategy.   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.

    20 min

  6. 28 mai

    Sunshine Metals’ Plan: Liontown Cashflow & the Hunt for a Second Pajingo - MD Damien Keys (SHN)

    Damien Keys joins me on LEVRD to break down Sunshine Metals’ strategy to become a North Queensland gold producer through Liontown and the Mt Moss acquisition. We get into: - The high-grade gold zones at Liontown - Why the current mining study only targets part of the resource - Mt Moss and the pathway to owner-operated processing - Copper and silver upside alongside the gold - Whether Sybil could become a second Pajingo-style discovery - Funding, processing and expansion plans - The long-term vision for Sunshine Metals A deep dive into one of the more interesting emerging gold stories in North Queensland. (0:00) PREVIEW (1:37) Liontown + Mt Moss (6:55) Does mining the gold steralise any other dirt? (12:35) Metallurgy (14:05) Capital for plant conversion (18:26) Timeline to production (19:45) Permitting milestones (21:23) Balance sheet (25:00) Copper opportunities (32:20) Ravenswood under pressure (33:44) Lion Selection Group (35:20) Sybil the next Pajingo LEVRD Partners   Canetoad AI - Intuitive 3D drillhole visualisation for rapidASX due diligence   https://www.canetoad.ai/#pricing   NVLD Fitness   Come get Crossfit ripped with me   @nvldfitness on insta   https://www.nvldfitness.com/   0415126334   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 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 ofLevrd. 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 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 the audio/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 any strategy.   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.

    45 min

  7. 27 mai

    Direction Unknown - Matty's update 27 May

    Here's where the punting is at. Bloody doing my head in. LEVRD Partners   Canetoad AI - Intuitive 3D drillhole visualisation for rapidASX due diligence   https://www.canetoad.ai/#pricing   NVLD Fitness   Come get Crossfit ripped with me   @nvldfitness on insta   https://www.nvldfitness.com/   0415126334   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 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 ofLevrd. 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 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 the audio/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 any strategy.   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.

    21 min

  8. 26 mai

    ASX Suspension to Nth Qld Copper Consolidator - David Newling, Chairman of Austral Resources (AR1)

    David Newling joins me on LEVRD to break down Austral Resources’ transformation from a suspended ASX stock into an emerging North Queensland copper consolidator. We get into: - The restructuring and turnaround of Austral - Acquiring Rocklands out of administration - The Lady Loretta deal with Glencore - Why Austral now controls both oxide and sulphide processing - The strategy to consolidate the Mt Isa copper region - Potential M&A and toll treatment opportunities - Restart plans for Rocklands - The relationship with Glencore and what it could become A deep dive into one of the more aggressive copper consolidation stories currently unfolding on the ASX. (0:00) PREVIEW (1:38) Interesting history (5:00) Mt Kelly, Rocklands, Lady Loretta (8:00) Mine life at Mt Kelly Oxide plant (14:00) Rocklands 3.0mtpa Sulphide plant (21:45) Flow of dirt between mills + M&A (32:28) Turning Rocklands back on LEVRD Partners   Canetoad AI - Intuitive 3D drillhole visualisation for rapidASX due diligence   https://www.canetoad.ai/#pricing   NVLD Fitness   Come get Crossfit ripped with me   @nvldfitness on insta   https://www.nvldfitness.com/   0415126334   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 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 ofLevrd. 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 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 the audio/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 any strategy.   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.

    39 min
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À propos

LEVRD gives exclusive access to a Mining Engineer /Jumbo Operator running a personal Resources hedge fund using CFD's. Listen to the celebrations and blowups of trading stocks for a living.

Informations

  • Création
    Matt Michael
  • Années d’activité
    2023 - 2026
  • Épisodes
    75
  • Classification
    Contenu explicite
  • Copyright
    © Matt Michael
  • Site web de l’émission
    LEVRD

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