Cygnet Capital Podcast

Cygnet Capital Pty Ltd
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The Cygnet Capital Finance Podcast delivers weekly insights on ASX markets, commodities, resources, and small-cap investments. Hosted by the Cygnet Capital team, each episode explores market trends, company developments, and investment strategies shaping Australia’s financial landscape. Hear concise, data-driven analysis and expert commentary designed for investors, analysts, and finance professionals seeking clarity in a fast-moving market. Hosted on Acast. See acast.com/privacy for more information.

  1. 8 Oct

    Cygnet Capital Podcast | Ep 23 | Major M&A Moves and Copper Discovery at Talisker with Somerset Minerals (ASX: SMM)

    This week on the Cygnet Capital Podcast, the team examines a quiet equity tape as US Treasury yields test ~5.3%–5.4%. We cover mega-cap resource M&A, an Armchair Analyst comparison of healthcare deal valuations, exploration results across West Africa and WA, and an interview with Somerset Minerals (ASX: SMM) MD Chris Hansen on their maiden copper-silver discovery at Talisker in Nunavut, Canada. Recorded: 6 October 2026. Market ContextGlobal markets trade quietly as US 10-year Treasury yields test ~5.3%–5.4% and oil prices firm. Gold consolidates under US$4,200/oz after easing US$200, while COMEX copper holds firm near ~US$6.50/lb. Corporate M&A is the key driver: Gold Fields launched a ~A$40B takeover offer for Northern Star Resources (ASX: NST) (rejected over jurisdictional risk), while Lynas agreed to acquire Meteoric Resources for ~A$1B for Brazilian ionic clay endowment. Armchair AnalystJason Segal compares healthcare M&A deal metrics: CSL (ASX: CSL): Committed US$355M upfront (US$1.6B total deal value) for a Phase 2 kidney asset (FSGS), demonstrating big-pharma M&A premiums.Dimerix (ASX: DXB): Phase 3 rare kidney disease developer (~A$140M MC) advancing ACTION for FSGS, which acquired a pre-Phase 2 asset for US$5M.Managing Director InterviewChris Hansen (MD) and Alex (Technical Lead) of Somerset Minerals (ASX: SMM) discuss the Coppermine Project in Nunavut, Canada (>1,650 km² tenure covering >90% of Copper Creek basalts). Maiden RC drilling on the 17km Talisker corridor returned discovery hits TARC0003 (36.6m @ 1.62% Cu & 11.8 g/t Ag) and TARC0008 (38.1m @ 1.27% Cu & 7.4 g/t Ag), testing 2km of strike. Assays for 2 holes (~200m north) are pending. Non-core Ecuador assets are slated for sale to Lundin for US$5M (~A$7.5M), providing runway alongside permits for 100 holes and two 50-man camps. Company ReviewsThe team reviews recent drill results across four developers: True North Copper (ASX: TNC): Wallace North (~A$60M MC) returned 11m @ 4.23% Cu and 32m @ 1.69% Cu. PFS and maiden reserve due by year end.Aurum Resources (ASX: AUE): Boundiali returned 28m @ 22.92 g/t Au and 17.95m @ 36.57 g/t Au.Brightstar Resources (ASX: BTR): Sandstone (~A$700M MC) returned 305m @ 1.82 g/t Au at Two Mile Hill.Kalamazoo Resources (ASX: KZR): Ashburton returned 50m @ 4.9 g/t Au and 59m @ 3.2 g/t Au. MRE due Q4 2026, PFS Q1 2027.Big HitsHigh-grade exploration updates from TNC, AUE, BTR, and KZR as detailed above. Tigers with SpotsHawk Resources (ASX: HWK): Native title agreements secured for the Olympus Scandium project in WA, with copper assays pending at Cactus in Utah. Conference WatchLinQ Minerals (ASX: LNQ) and Kalamazoo (ASX: KZR) presenting at Australian Gold Conference (13–14 Oct) Island Pharmaceuticals (ASX: ILA) and Hawk (ASX: HWK) at Australian Microcap Conference (20–21 Oct) Ioneer (ASX: INR), Hawk (ASX: HWK), BOA Resources (ASX: BOA) and Brightstar (ASX: BTR) at IMARC (27-29 Oct, Sydney) Watch List UpdatePortfolio trades: Bought 20,000 shares in Dimerix (ASX: DXB) at ~23c and 20,000 shares in Island Pharmaceuticals (ASX: ILA) under 40c. Active hypothetical portfolio: 25k TM1 @ $0.345 2M SMM @ $0.012 1M SVG @ $0.009 25k LNQ @ $0.36 20k DXB @ $0.23 20k ILA @ $0.38. Watchlist updates: Ioneer (ASX: INR)Carnaby (ASX: CNB)Tetratherix (ASX: TTX) (FDA 510k response)Terra Metals (ASX: TM1)Broken Hill Mines (ASX: BHM)Hamelin Gold (ASX: HMG)LinQ Minerals (ASX: LNQ)Ballymore (ASX: BMR)Savannah Goldfields (ASX: SVG)Guest picks Previous Podcast Episodes | Substack | Daily Market Updates Cygnet Capital Pty Ltd is an Authorised Representative of Cygnet Securities Australia Pty Ltd AFSL 241095. The information discussed in this podcast is general in nature and does not constitute financial advice. Investors should conduct their own research and seek professional advice before making any investment decisions. Hosted on Acast. See acast.com/privacy for more information.

  2. 1 Oct

    Cygnet Capital Podcast | Ep 22 | Higher Rates, Hard Assets and the Copper Consolidation Drive

    This week on the Cygnet Capital Podcast, the team examines the rate environment as the Fed lifts rates under Chair Kevin Warsh. We cover precious metals and copper, an Armchair Analyst comparison of medtech vs drug regulatory pathways, a site visit review of Austral Resources (ASX: AR1), and an interview with BOA Resources (ASX: BOA) MD Graeme Purcell on their high-grade copper hits at Ricci Lee. Recorded: 29 September 2026. Market ContextThe Fed hiked rates 25bps to 3.75%–4.00% under Chair Kevin Warsh, pushing 10-year Treasury yields to ~5.2%. Gold consolidates at ~US$4,311/oz (~A$6,150/oz) and silver sits at ~US$65/oz, while Australian gold M&A stays active (Northern Star; Evolution acquiring Carnaby). Copper trades firm at ~US$6.71/lb on US tariffs and tight supply. Brent oil sits at ~US$105/bbl and uranium trades near ~US$89.5/lb. Armchair AnalystJason Segal compares healthcare clinical and regulatory pathways: EchoIQ (ASX: EIQ): Medtech developer using AI echocardiography; FDA setback highlights regulatory strategy.Paradigm Biopharmaceuticals (ASX: PAR): Drug developer advancing Zilosul for knee OA; Phase 3 enrolment completed.Sector Updates: Telix (ASX: TLX) proposed a ~A$3.3B merger with ITM, Helius divested Agilex to TPG-backed Novotech for $150M, and Emyria (ASX: EMD) added Dr David Shulkin.Managing Director InterviewGraeme Purcell, MD of BOA Resources (ASX: BOA), discusses Neds Creek in WA. BOA is acquiring Sandfire's 51% interest plus Thaduna and Green Dragon (adding 5.3Mt @ 2.3% Cu for 121kt contained copper). Initial RC drilling at Ricci Lee returned high-grade copper in all six initial holes, including 14m @ 2.49% Cu from 122m (inc. 7m @ 4.60% Cu) and 15m @ 2.25% Cu from 130m. Company ReviewsThe team reviews Austral Resources (ASX: AR1) following a Mt Isa site visit: Austral Resources (ASX: AR1): Dual-hub copper producer (~A$0.075/sh, ~A$199M MC, ~A$83M cash, no debt).Mt Kelly SX/EW Plant: Operating oxide plant (30ktpa capacity, producing ~8ktpa cathode).Rocklands Concentrator: 3Mtpa sulphide facility targeting expansion to 6Mtpa (~A$25M capex, late FY27 commissioning). Rated Speculative Accumulate.Big HitsHigh-grade exploration updates: Anax Metals (ASX: ANX): Whim Creek returned 85.9m @ 2.89% CuEq from 34.6m; AGM notice lodged 24 September.Many Peaks Minerals (ASX: MPK): Ferké returned 116.0m @ 2.78 g/t Au from 524m; annual report lodged 22 September.Waratah Minerals (ASX: WTM): Spur intersected 46m @ 7.27 g/t Au from 541m; deep drilling links Ironclad & Consols.PC Gold (ASX: PC2): Spring Hill returned 29.65m @ 4.32 g/t Au from 332.35m; 386.8M shares on issue.Tigers with SpotsBOA Resources (ASX: BOA) graduated from Episode 21's Tiger feature to this episode's MD interview. Conference WatchPrecious Metals Summit (Beaver Creek: BGD, TSO) Mining Forum Americas (Colorado Springs) Bio Calendar (BioJapan, AusBiotech: ILA, TTX, DXB). Watch List UpdatePortfolio updates across active names: Ioneer (ASX: INR) Tetratherix (ASX: TTX) Terra Metals (ASX: TM1) Island Pharmaceuticals (ASX: ILA) Broken Hill Mines (ASX: BHM) Rumble Resources (ASX: RTR) Hamelin Gold (ASX: HMG) (raised $7.93M at $0.16) LinQ Minerals (ASX: LNQ) (AGM set for 17 Nov, $92.3M market cap) Ballymore Resources (ASX: BMR) (launched $4.7M raise via Cygnet) Savannah Goldfields (ASX: SVG) (voluntary suspension pending financing & annual report, AGM 30 Nov) Hawk Resources (ASX: HWK) Somerset Minerals (ASX: SMM) Previous Podcast Episodes | Daily Market Updates Cygnet Capital Pty Ltd is an Authorised Representative of Cygnet Securities Australia Pty Ltd AFSL 241095. The information discussed in this podcast is general in nature and does not constitute financial advice. Investors should conduct their own research and seek professional advice before making any investment decisions. Hosted on Acast. See acast.com/privacy for more information.

  3. 27 Aug

    Cygnet Capital Podcast | Ep 21 | Precious Metals Take Charge & the Porphyry Pursuit with Harry Donner (ASX: LNQ)

    This week on the Cygnet Capital Podcast, the team looks at the acceleration across precious metals, with gold and silver leading the commodities sector while copper remains near record highs. We also cover resource catalysts across the small and mid cap space, including an interview with LinQ Minerals on its central west New South Wales porphyry campaign. Recorded: 25 August 2026 Market Context Precious metals have returned to the forefront of market activity. Spot gold is approximately US$4,620/oz, or A$6,435/oz, following an 11% increase in August. Silver has moved above US$67/oz, up 20% month on month and 78% year on year. Copper is around US$6.55/lb on COMEX amid looming US refined copper tariffs, supply tightness in China plus demand from AI and grid infrastructure. Brent oil sits around US$95/bbl, uranium at US$88/lb while tin trades near record levels at US$55,500/t. The team also discusses Kevin Warsh's appointment as Federal Reserve Chair, rates remaining at 3.50% to 3.75% plus Australian gold M&A, including Elliott's 4% stake in Northern Star. Armchair Analyst Jason reviews multiple stocks, including Emyria Limited (ASX: EMD) Managing Director Interview We welcome Harry Donner, CEO and Executive Director of LinQ Minerals (ASX: LNQ), which is focused on its 100% owned Gilmore Gold Copper Project in central west New South Wales. The project spans 597km² across 40km of strike within the Macquarie Arc porphyry belt and hosts a JORC resource of 516Mt containing approximately 3.7Moz of gold and 1.2Mt of copper. Harry discusses recent drilling at Gidginbung Southern Zone, where GBRCD013 intersected 95m @ 2.14 g/t AuEq. At Monza Central, MZACD003 intersected 70.8m @ 1.11% CuEq from 71m. With three rigs operating plus an August capital raising underway, LinQ is preparing for updated resource estimates and a Southern Zone scoping study. Company Reviews David reviews three gold companies: • St Barbara (ASX: SBM): Approximately $0.66/share and $800m market cap, with $500m total liquidity and no debt. Simberi's sulphide expansion is planned to scale output beyond 200,000oz per year on a 100% basis, with St Barbara holding a 40% attributable share. • Tesoro Gold (ASX: TSO): Approximately $1.07/share and $192m market cap. Its 95.4% owned El Zorro project hosts the 1.82Moz Ternera resource at 1.1 g/t gold, with a DFS plus FID targeted for the end of 2026. • Larvotto Resources (ASX: LRV): Approximately $1.32/share and $685m market cap, progressing the Hillgrove gold antimony project near Armidale. Big Hits The team reviews recent exploration results from: • Solstice Minerals (ASX: SLS): 629.1m @ 0.50% Cu and 0.17 g/t Au from surface at Nanadie Well. • Lode Resources (ASX: LDR): 8.2Moz silver equivalent maiden resource at Montezuma plus a new adjacent silver zinc discovery. • Golden Horse Minerals (ASX: GHM): 12m @ 7.29 g/t Au at Hopes Hill. • Adavale Resources (ASX: ADD): 19m @ 4.0 g/t Au at Parkes, outside the current 107,000oz resource envelope. Tigers with Spots This week's Tiger with Spots is BOA Resources (ASX: BOA), which is consolidating the Neds Creek project in Western Australia's Murchison Copper Belt. BOA is acquiring the Thaduna and Green Dragon deposits from Sandfire, which hold a combined 5.3Mt @ 2.3% copper. A 15,000m drilling campaign is underway, with initial Ricci Lee assays expected in September 2026. Watch List Updates include Ioneer (ASX: INR), Carnaby Resources (ASX: CNB), Terra Metals (ASX: TM1), Broken Hill Mines (ASX: BHM), Rumble Resources (ASX: RTR), Hamelin Gold (ASX: HMG), Ballymore Resources (ASX: BMR), Savannah Goldfields (ASX: SVG) plus Somerset Minerals (ASX: SMM). Previous Podcast Episodes | Daily Market Updates Cygnet Capital Pty Ltd is an Authorised Representative of Cygnet Securities Australia Pty Ltd AFSL 241095. The information discussed in this podcast is general in nature and does not constitute financial advice. Investors should conduct their own research and seek professional advice before making any investment decisions. Hosted on Acast. See acast.com/privacy for more information.

  4. 12 Aug

    Cygnet Capital Podcast | Ep 20 | From Discovery to Development (ASX:RTR)

    This week on the Cygnet Capital Podcast, we return to the studio with a focus on commodities, biotech, resource development and recent company activity across the small-cap market. Episode 20 examines the strength across copper, gold and silver, the changing US interest rate backdrop, rare earth supply security plus continued investment across defence and AI infrastructure. We also discuss the importance of balance sheet quality, development visibility and project execution as resources continue to lead the Australian market. The episode also includes a biotech review of Dimerix (ASX: DXB), examining the company’s Phase 3 ACTION3 trial for DMX-200, completion of adult recruitment, existing regional licensing agreements plus the significance of the final Phase 3 efficacy readout. We are also joined by Peter Harold, Managing Director and CEO of Rumble Resources (ASX: RTR), to discuss the Western Queen gold-tungsten project. The conversation covers the newly identified 52.5koz high-grade zone at Western Queen Central grading approximately 11.3 g/t Au, the updated mine plan, permitting, dewatering, financing preparations plus the pathway towards mobilisation. David also reviews Ballymore Resources (ASX: BMR) following a recent site visit to the Torpy’s discovery in North Queensland, alongside Caspin Resources (ASX: CPN) following the Noosa Mining Conference. We also highlight recent drilling and exploration results from Somerset Minerals (ASX: SMM), Brightstar Resources (ASX: BTR), Middle Island Resources (ASX: MDI), White Cliff Minerals (ASX: WCN) and Hamelin Gold (ASX: HMG), alongside updates across the Watch List and portfolio positions. Rivers Race This episode also highlights a cause that is particularly meaningful to us at Cygnet Capital. Previous podcast guest Rob Watkins, Managing Director of Carnaby Resources, recently reached out to us about Rivers Race, a 5km charity run and walk being held along the Swan River in Mosman Park, Perth on 20 September. Rivers Race has been organised in loving memory of Rob’s son, River Watkins. In August last year, shortly before his eighth birthday, River was diagnosed with Diffuse Midline Glioma, also known as DMG or DIPG, an aggressive brain cancer with no effective treatment or cure. Tragically, River passed away less than three weeks after his diagnosis. River’s family has established Rivers Race to honour his life, raise awareness of DMG plus help change the outlook for other children and families faced with the disease. Funds raised through Rivers Race will go directly towards DMG cancer research through the Children’s Cancer Institute. Cygnet Capital will be donating to support Rivers Race. We also encourage anyone who would like to support River’s legacy to consider taking part in the 5km run or walk if they are Perth based, donating or simply sharing the event with others who may wish to contribute. Donate: https://www.ccia.org.au/event/river-watkins/donate Register for the Run / Walk: https://www.ccia.org.au/event/rivers-race-event/home Recorded: 11 August 2026 Commodity Weekly Update Copper, gold and silver, US interest rates, Middle East risk, rare earths, defence spending and AI infrastructure. Armchair Analyst – Read by Jonathan Dimerix (ASX: DXB) Managing Director Interview Rumble Resources (ASX: RTR) Peter Harold, Managing Director and CEO Company Reviews Ballymore Resources (ASX: BMR) Caspin Resources (ASX: CPN) Big Hits Somerset Minerals (ASX: SMM) Brightstar Resources (ASX: BTR) Middle Island Resources (ASX: MDI) White Cliff Minerals (ASX: WCN) Hamelin Gold (ASX: HMG) Tigers with Spots Heavy Rare Earths (ASX: HRE) Watch List Update Ioneer Ltd (ASX: INR) Terra Metals (ASX: TM1) Barton Gold (ASX: BGD) Carnaby Resources (ASX: CNB) Broken Hill Mines (ASX: BHM) Somerset Minerals (ASX: SMM) Rumble Resources (ASX: RTR) Savannah Goldfields (ASX: SVG) BOA Resources (ASX: BOA) Hosted on Acast. See acast.com/privacy for more information.

  5. 25 Jun

    Cygnet Capital Podcast | Ep 19 | AI, Scarcity & the New Resource Cycle

    This week on the Cygnet Capital Podcast, we examine the growing importance of supply security, strategic minerals and capital allocation as governments and markets respond to an increasingly fragmented global economy. Episode 19 explores the recent sell-off in gold and silver, the implications of US Treasury refinancing requirements, rare earth supply chain localisation and the emerging divide between AI-driven productivity gains and resource-driven scarcity. We also discuss why critical minerals are increasingly being viewed as strategic assets supported by government policy, funding and industrial priorities. The episode also includes a review of Talius Group (ASX: TAL), examining its transition toward a healthcare technology platform focused on aged care digitisation, recurring revenue growth and AI-enabled care management. We also highlight recent drilling and exploration results from White Cliff Minerals (ASX: WCN), Kalamazoo Resources (ASX: KZR) and LinQ Minerals (ASX: LNQ), alongside updates across the Watch List and portfolio positions. Recorded: 23 June 2026 Commodity Weekly Update AI versus scarcity, gold and silver, rare earths, Treasury markets, strategic minerals and supply chain localisation. Company Review Talius Group (ASX: TAL) Big Hits White Cliff Minerals (ASX: WCN) Kalamazoo Resources (ASX: KZR) LinQ Minerals (ASX: LNQ) Watch List Update Bioxyne (ASX: BXN) Island Pharmaceuticals (ASX: ILA) Ioneer Ltd (ASX: INR) Ballymore Resources (ASX: BMR) Terra Metals (ASX: TM1) Barton Gold (ASX: BGD) Carnaby Resources (ASX: CNB) Broken Hill Mines (ASX: BHM) Savannah Goldfields (ASX: SVG) Previous Podcast Episodes | Daily Market Updates Cygnet Capital Pty Ltd is an Authorised Representative of Cygnet Securities Australia Pty Ltd AFSL 241095. The information discussed in this podcast is general in nature and does not constitute financial advice. Investors should conduct their own research and seek professional advice before making any investment decisions. Hosted on Acast. See acast.com/privacy for more information.

  6. 29 May

    Cygnet Podcast | Ep 18 | Critical Minerals, Tetratherix discussion & Guest Patrick Walta from Broken Hill Mines

    This week on the Cygnet Capital Podcast, we unpack the structural shifts shaping commodities, capital markets and resource investing, with a focus on critical minerals, supply security, artificial intelligence and emerging ASX opportunities. Episode 18 explores the growing divide between productivity-driven industries and resource-constrained sectors, examining how AI, government policy and strategic resource development are reshaping capital allocation. The discussion covers copper, rare earths and uranium as increasingly strategic assets, alongside the growing importance of localisation, downstream processing and supply chain security. The episode also includes an Armchair Analyst deep dive into TTX, exploring its biomaterial platform, commercialisation strategy, partnership model, regulatory pathways and valuation framework across dental, orthopaedic, oncology and nasal drug delivery applications. We’re also joined by Patrick Walta, Managing Director of Broken Hill Mines (ASX: BHM), discussing Pinnacles, the transition toward a hub-and-spoke operating model, production growth, silver exposure and the company’s long-term strategy within the Broken Hill district. Big Hits this week includes Ballymore Resources, Fin Resources, Stellar Resources and Black Canyon, while Tigers With Spots focuses on a newly funded copper-gold explorer with exposure to the Cactus Copper-Gold Project in Utah. Recorded: 26th of May Introduction Episode overview, market themes and podcast introduction. Commodity Weekly Update AI-driven productivity, resource-driven inflation, supply security, critical minerals, government policy and strategic resource positioning. Armchair Analyst TTX biomaterial platform, partnership strategy, regulatory catalysts, commercial opportunities, valuation framework and key risks. Special Guest: Patrick Walta, Broken Hill Mines (ASX: BHM) Pinnacles, production growth, hub-and-spoke strategy, silver exposure, underground opportunities and long-term growth plans. Big Hits Ballymore Resources (ASX: BMR) Fin Resources (ASX: FIN) Stellar Resources (ASX: SRZ) Black Canyon (ASX: BCA) Tigers With Spots Copper-gold exploration opportunity at the Cactus Copper-Gold Project. Watch List Update • Bioxyne (ASX: BXN) – $50M German supply agreement supporting European growth. • Island Pharmaceuticals (ASX: ILA) – strengthened biodefence and regulatory capability. • Ioneer (ASX: INR) – boron exposure supporting US critical mineral supply chains. • Terra Metals (ASX: TM1) – advancing the Dante PGM-copper-nickel discovery. • Barton Gold (ASX: BGD) – progressing its South Australian gold platform. • Carnaby Resources (ASX: CNB) – continuing resource growth at Greater Duchess. • Broken Hill Mines (ASX: BHM) – strong production growth and operational momentum. • Somerset Minerals (ASX: SMM) – district-scale copper opportunity at Coppermine. • Rumble Resources (ASX: RTR) – non-dilutive funding supporting Western Queen. • Savannah Goldfields (ASX: SVG) – funding package supporting Agate Creek restart. Previous Podcast Episodes | Daily Market Updates Cygnet Capital Pty Ltd is an Authorised Representative of Cygnet Securities Australia Pty Ltd AFSL 241095. The information discussed in this podcast is general in nature and does not constitute financial advice. Investors should conduct their own research and seek professional advice before making any investment decisions. Hosted on Acast. See acast.com/privacy for more information.

  7. 22 May

    Cygnet Capital Podcast | Ep 17 | Copper & Gold, ASX Small Cap Opportunities and Guest James Gurry from Aureka Gold

    This week on the Cygnet Capital Podcast, we unpack the latest movements across commodity markets, strategic resource themes and emerging ASX opportunities, with a focus on copper, gold, rare earths, defence and AI infrastructure. Episode 17 explores why this remains a selective, stock-picker’s market, where the strongest opportunities continue to sit in hard assets, strategic supply chains and policy-backed growth themes despite ongoing macro volatility and restrictive financial conditions. The episode also includes a deep dive into Aureka Limited (ASX: AKA), including the Irvine Project, Comstock production pathway and the company’s broader Victorian gold platform strategy with Managing Director James Gurry. We also discuss favourite ideas from RIU, review recent site visit observations, highlight standout drilling results from Carnaby Resources, Caprice Resources, Waratah Minerals and Sunshine Metals, plus update the Watch List and Tigers With Spots. Recorded: 19 May 2026 00:00 – Introduction Episode overview, market themes and podcast introduction. 01:04 – Commodity Weekly Update Selective markets, macro backdrop, copper outlook, gold equities, rare earths, defence and AI infrastructure. 02:42 – Topic of the Week RIU favourite ideas including LinQ Minerals, Mammoth Minerals, Sunshine Metals, Barton Gold and Sky Metals. 12:56 – Aureka Limited (ASX: AKA) Irvine Project, Comstock opportunity, drilling strategy and Victorian gold platform discussion with James Gurry. 22:20 – Big Hits Carnaby Resources (ASX: CNB) Caprice Resources (ASX: CRS) Waratah Minerals (ASX: WTM) Sunshine Metals (ASX: SHN) 27:14 – Tigers With Spots BOA Resources (ASX: BOA) 30:43 – Watch List Update Terra Metals Limited  - emerging as a well-funded PGM-copper-nickel discovery story at Dante, supported by high-grade drilling, a growing 1.6Moz PGE3 resource and strong funding for continued expansion and development work through 2026.Somerset Minerals - building a district-scale copper story at Coppermine, where strong drilling results, deep geophysical targets and multiple regional prospects support ongoing discovery and resource growth potential through 2026.Broken Hill Mines Limited - delivered a strong March quarter production increase at the Rasp mine, supported by higher throughput, mining lease extensions to 2047 and long-term processing agreements that strengthen its production growth outlook.Ioneer Ltd - Ioneer’s Rhyolite Ridge project is positioned to support US critical mineral supply chains through boron production, with growing strategic relevance across defence and industrial applications alongside potential government-backed funding support.Barton Gold - Barton Gold controls a large South Australian gold platform with significant resource scale, strategic infrastructure advantages and a staged pathway back toward production supported by higher-grade ore and development optionality.Carnaby Resources - advancing as a copper-gold development story at Greater Duchess, where high-grade drilling continues to support resource growth, stronger project economics and increasing development scale.Rumble Resources Ltd - Rumble Resources has secured non-dilutive funding to support Western Queen development activities, strengthening the balance sheet and advancing the project closer toward production.Savannah Goldfields - strengthened its balance sheet through a funding package supporting the Agate Creek mining restart, exploration activity and broader production recovery plans in Far North Queensland. Previous Podcast Episodes | Daily Market Updates Cygnet Capital Pty Ltd is an Authorised Representative of Cygnet Securities Australia Pty Ltd AFSL 241095. The information discussed in this podcast is general in nature and does not constitute financial advice. Investors should conduct their own research and seek professional advice before making any investment decisions. Hosted on Acast. See acast.com/privacy for more information.

  8. 1 May

    Cygnet Capital Podcast | Ep 16 | Entropy Neurodynamics, Lode Resources & Guest Dr James Garner, Percheron Therapeutics

    This week on the Cygnet Capital Podcast, we unpack the latest movements across commodity markets, with a focus on the Australia–US critical minerals deal, policy driven shifts and evolving sector dynamics across the ASX. Episode 16 explores the shift from geopolitics back to policy and earnings, strength across lithium, uranium and copper, and easing pressure in energy markets. The episode's discussion also includes Andrew's deep dive into Entropy Neurodynamics; a special guest segment with Dr James Garner, CEO of Percheron Therapeutics; Big Hits highlighting key drilling results from FIN Resources, Hawk Resources and Argent Minerals; Tigers With Spots focusing on an undervalued opportunity with strong rerate potential, Lode Resources; and an update to the Watchlist. Recorded: 28th April, 2026 Introduction Recap of last week’s episode, overview of key themes and introduction of special guest Dr James Garner from Percheron Therapeutics. Commodity Overview Policy, earnings and the Australia–US critical minerals deal. Strength across lithium, uranium and copper. Energy markets easing as oil risk premium unwinds. Entropy Neurodynamics Overview of Entropy Neurodynamics, its IV psilocin platform, clinical strategy and key upcoming catalysts. Special Guest: Dr James Garner, Percheron Therapeutics Discussion of recent data, Phase 2 progression and key milestones ahead. Big Hits Key drilling results and exploration updates across selected companies, highlighting standout intercepts and near term catalysts. FIN Resources (ASX: FIN) Sulphide hosted gold system drilling at Cabin Lake confirming scale and continuity ahead of assays. Hawk Resources (ASX: HWK) Shallow, high grade copper mineralisation at the Cactus Project with strong continuity across a 1km corridor. Argent Minerals (ASX: ARD) Broad polymetallic intercepts at Kempfield extending mineralisation at depth, with gold rich zones emerging as a secondary upside driver. Tigers With Spots Companies we believe are undervalued relative to their asset base and catalysts, with potential for significant rerating. This episode, we highlight Lode Resources, a development stage asset with exposure to silver, antimony, tin and strategic critical minerals. Watch List Update Updates to the hypothetical $10,000 portfolio, where performance above the initial investment is donated to charity by Cygnet Capital on a semi-annual basis. This segment reviews portfolio changes, with positions adjusted based on evolving company developments and valuation frameworks. Wrap-Up Episode summary and closing remarks. Connect with Cygnet Capital Website: https://www.cygnetcapital.com.au LinkedIn:   / cygnet-capital   Disclaimer Information discussed is general in nature and does not constitute personal or financial advice. Past performance is not indicative of future results. Please consider your objectives and circumstances and seek independent advice if required. Cygnet Capital Pty Ltd | Authorised Representative of Cygnet Securities Australia Pty Ltd | AFSL 241095. Hosted on Acast. See acast.com/privacy for more information.

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About

The Cygnet Capital Finance Podcast delivers weekly insights on ASX markets, commodities, resources, and small-cap investments. Hosted by the Cygnet Capital team, each episode explores market trends, company developments, and investment strategies shaping Australia’s financial landscape. Hear concise, data-driven analysis and expert commentary designed for investors, analysts, and finance professionals seeking clarity in a fast-moving market. Hosted on Acast. See acast.com/privacy for more information.

Information

  • Creator
    Cygnet Capital Pty Ltd
  • Years Active
    2026
  • Episodes
    16
  • Rating
    Explicit
  • Copyright
    © Cygnet Capital Pty Ltd
  • Show Website
    Cygnet Capital Podcast

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