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.

Episodes

  1. 8h ago

    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.

    39 min

  2. May 29

    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.

    46 min

  3. May 22

    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.

    40 min

  4. May 1

    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.

    44 min

  5. Apr 24

    Ep 15 | Energy Volatility, Rising Stars Conference Recap & Guest Brad Sampson (Savannah Goldfields)

    This week on the Cygnet Capital Podcast, we unpack the latest movements across commodity markets, with a focus on energy volatility, precious metals strength and shifting sector dynamics across the ASX. Episode 15 explores the evolving macro backdrop following recent geopolitical developments, including divergence across commodities, continued strength in gold and copper and near term weakness in energy markets. The discussion also includes a recap of the Adelaide Rising Stars Conference, Andrew’s deep dive into Central Petroleum and Beetaloo Energy Australia, a special guest segment with Brad Sampson, CEO of Savannah Goldfields, Big Hits highlighting key drilling results, Tigers With Spots focusing on undervalued opportunities with strong rerate potential and an update to the watch list. In this episode: 00:00:00 – IntroductionRecap of last week’s episode, overview of key themes and introduction of special guest Brad Sampson of Savannah Goldfields. 00:04:03 – Commodity OverviewEnergy markets repricing following recent geopolitical developments.Gold and silver supported by rate expectations and currency movements.Copper strength signalling ongoing structural demand.Uranium remaining resilient as a strategic energy asset. 00:07:58 – Central Petroleum (ASX: CTP)Overview of domestic gas positioning, contracted cash flows and near term production growth. 00:10:16 – Beetaloo Energy Australia (ASX: BTL)Transition toward first gas, capital raising and pathway to production in 2026. 00:12:05 – David's Adelaide Rising Stars Conference RecapKey takeaways and observations from the conference. 00:14:52 – Big HitsKey drilling results and exploration updates across selected companies, highlighting standout intercepts and near term catalysts. 00:14:57 – PolarX (ASX: PXX)High grade copper drilling extending mineralisation at depth. 00:16:37 – Flynn Gold (ASX: FG1)Exceptional high grade silver and base metal results confirming historic continuity. 00:17:11 – OD6 Metals (ASX: OD6)High grade fluorspar channel sampling validating scale and continuity. 00:18:23 – Tigers With SpotsCompanies we believe are undervalued relative to their asset base and catalysts, with potential for significant rerating. 00:20:17 – Special Guest: Brad Sampson, Savannah Goldfields (ASX: SVG)Discussion of Georgetown operations transitioning to steady state production, cash flow generation, Agate Creek as a key catalyst and broader asset optionality. 00:35:24 – Watch List UpdateUpdates 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. 00:35:26 – Somerset Minerals (ASX: SMM)00:35:41 – Terra Metals (ASX: TM1)00:36:51 – Ioneer Ltd (ASX: INR)00:37:23 – Barton Gold (ASX: BGD)00:38:13 – Carnaby Resources (ASX: CNB)00:38:42 – Broken Hill Mines (ASX: BHM)00:39:39 – Ballymore Resources (ASX: BMR)00:40:15 – LinQ Minerals Ltd (ASX: LNQ)00:40:28 – Aureka Limited (ASX: AKA), Savannah Goldfields (ASX: SVG) and Hamelin Gold (ASX: HMG)00:40:40 – Brad’s Watch ListKey portfolio developments, valuation frameworks and upcoming catalysts across the watch list. 00:42:01 – Wrap-UpEpisode summary and closing remarks. Recorded: 14 April, 2026 Connect with Cygnet CapitalWebsite: https://www.cygnetcapital.com.auLinkedIn: https://www.linkedin.com/company/cygnet-capital DisclaimerInformation 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.

    44 min

  6. Apr 6

    Cygnet Capital Podcast | Ep 14 | Commodities, Bioyne Overveiw and Guest Rob Watkins from Carnaby Resources

    This week on the Cygnet Capital Podcast, the team unpacks the key macro and commodity themes shaping markets, from energy security and gold to copper, silver and lithium.We are also joined by Rob Watkins from Carnaby Resources to discuss the Greater Duchess Project, recent high grade drilling results and the company’s pathway toward first copper-gold production in the second half of 2026.Timestamps00:01:33 Introduction and Commodity Update00:09:46 Rob Watkins, Carnaby Resources00:20:22 Bioxyne Limited00:25:33 Big Hits 00:25:39 Aureka Limited00:27:57 Patagonia Lithium00:30:40 Great Boulder Resources00:32:16 Tigers With Spots - HRE00:35:52 Watch List00:36:09 New Charity00:37:12 Watch List Portfolio00:41:37 Wrap UpIn this episode we cover:• Macro and commodities, including energy security, gold, silver, copper, lithium and the implications of escalating geopolitical risk• Bioxyne Limited (ASX: BXN) and its growing GMP pharmaceutical manufacturing platform across medicinal cannabis, psilocybin and MDMA• Carnaby Resources (ASX: CNB) with Rob Watkins, including Greater Duchess, recent Trek 1 drilling and the pathway toward first production• Big Hits across Aureka Limited (ASX: AKA), Patagonia Lithium (ASX: PL3) and Great Boulder Resources (ASX: GBR)• Tigers With Spots featuring Heavy Rare Earths Ltd (ASX: HRE)• Watch list updates and the announcement of the McGrath Foundation as the next charity supported through the podcastRecorded: 31 March, 2026Connect with Cygnet CapitalWebsite: https://www.cygnetcapital.com.auLinkedIn: https://www.linkedin.com/company/cygnet-capitalDisclaimerInformation 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.

    43 min

  7. Mar 20

    Cygnet Capital Podcast | Ep 13 | Gold Strength, Australis Energy and Gas Discussion and Special Guest Peter Bewick, Hamelin Gold

    This week on the Cygnet Capital Podcast, we unpack the latest movements across gold, silver, copper and energy markets, alongside the macro forces shaping the resources sector.Episode 13 explores the strength in the gold price environment and its impact on junior explorers, macro driven weakness in silver and copper, and escalating energy market pressures linked to geopolitical disruption. The discussion also includes an Australis Oil and Energy deep dive, a special guest segment with Peter Bewick, Managing Director of Hamelin Gold, Big Hits, Tigers With Spots and an update to the watch list.In this episode:00:00:00 – IntroductionRecap of last week’s episode, watch list and charity updates, and introduction of special guest Peter Bewick of Hamelin Gold.00:01:29 – Commodity OverviewGold price strength supporting junior explorers and discovery leverage.Silver and copper weakness driven by macro conditions and US dollar strength.Energy market disruption linked to Strait of Hormuz supply risks and inflation expectations.00:07:29 – Australis Oil and Energy DiscussionOverview of the company, positioning within the current energy market and key thematic drivers.00:12:22 – Special Guest: Peter Bewick, Hamelin GoldDiscussion of Day Dawn and Venus projects, high grade drilling results, structural upside and upcoming catalysts.00:30:34 – Big HitsKey drilling results and exploration updates across selected companies, highlighting standout intercepts and near term catalysts.LSR (ASX: LSR), TechGen Metals (ASX: TG1) and Australian Mines (ASX: AUZ) drilling updates, assays and key catalysts.00:33:11 – Tigers With SpotsCompanies we believe are undervalued relative to their asset base and catalysts, with potential for significant rerating.Savannah Goldfields (ASX: SVG) and Tempest Minerals (ASX: TEM) operational updates and valuation drivers.00:41:40 – Watch List UpdateUpdates 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 hypothetical portfolio changes, with positions added and removed based on evolving company developments and valuation frameworks.Portfolio Watch List after Ep13 includes Terra Metals (TM1), Somerset Minerals (SMM), Ioneer Ltd (INR), Carnaby Resources Limited (CNB), Broken Hill Mines (BHM), Ballymore Resources (BMR), LinQ Minerals Ltd (LNQ) and Aureka Limited (AKA), alongside recent capital activity and upcoming catalysts.00:45:00 – Wrap-UpEpisode summary and closing remarks.Recorded: 17 March, 2026Connect with Cygnet CapitalWebsite: https://www.cygnetcapital.com.auLinkedIn: https://www.linkedin.com/company/cygnet-capitalDisclaimerInformation 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.

    39 min

  8. Mar 3

    Cygnet Capital Podcast | Ep 12 | Materials Crisis, Percheron Deep Dive & Special Guest Thomas Line from Terra Metals

    This week on the Cygnet Capital Podcast, we examine the accelerating global materials crisis and the structural choke points emerging across critical metals supply chains.Episode 12 explores China’s refining dominance, the growing industrial role of gold and silver, copper’s exposure to AI and energy infrastructure build-outs, and the strategic importance of defence metals including gallium and scandium. The discussion also includes a deep dive into Percheron (ASX: PER), a special guest segment with Thomas Line CEO and Managing Director of Terra Metals, Big Hits, Tigers With Spots and an update to the watch list.In this episode:00:00:00 – IntroductionRecap of last week’s episode, watch list and charity updates, and introduction of special guest Thomas Line of Terra Metals.00:02:11 – Commodity Weekly UpdateChina’s refining dominance across critical materials.Gold as an emerging industrial metal.Structural silver deficits.Copper intensity across AI and energy infrastructure.Palladium trade developments.Defence metals including gallium and scandium.00:09:02 – Special Guest: Thomas Line, Terra MetalsDiscussion of the titanium–vanadium–gallium discovery at SW3–SW4 within the Dante Project and upcoming catalysts.00:21:53 – Big HitsPC Gold (ASX: PC2) and LNQ drilling results and capital developments.00:25:32 – Tigers With SpotsHamelin Gold (ASX: HMG) with a focus on Day Dawn and Venus.00:32:55 – Watch List UpdatePortfolio changes including the sale of BMR, purchase of TM1 and selected capital raise updates.00:37:12 – Wrap-UpEpisode summary and closing remarks.Recorded: 26 February, 2026Connect with Cygnet CapitalWebsite: https://www.cygnetcapital.com.auLinkedIn: https://www.linkedin.com/company/cygnet-capitalDisclaimerInformation 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.

    39 min

  9. Feb 4

    Cygnet Capital Podcast | Ep 11 | 2026 Macro Setup, Commodities Focus & Stock Reviews

    This week on the Cygnet Capital Podcast, we step back into the macro setup for 2026 and outline our specific commodity focus for the year ahead. Episode 11 explores the shift toward a hard-asset-dominated environment driven by geopolitical change, fiscal and monetary instability, and long-term supply constraints. The discussion covers key commodity markets, Andrew’s stock overview, Cygnet portfolio stock reviews, Big Hits, Tigers With Spots and an update to the watch list...This episode covers:• The 2026 macro backdrop: deglobalisation, resource nationalism and monetary instability• Central banks, investment flows and the structural case for hard assets• Commodity update across gold, silver, copper, uranium, lithium, rare earths and tungsten• Andrew’s stock overview: Lumos Diagnostics (ASX: LDX)• Cygnet portfolio stock reviews• Big Hits: recent drilling and exploration results• Tigers With Spots: emerging opportunities• Watch list update and current portfolio positioningRecorded: 29 January, 2026Connect with Cygnet CapitalWebsite: https://www.cygnetcapital.com.auLinkedIn: https://www.linkedin.com/company/cygnet-capitalDisclaimerInformation 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.

    34 min

  10. Jan 24

    Cygnet Capital Podcast | Ep 10 | 2026 Outlook, Commodities Reset & Portfolio Positioning

    This week on the Cygnet Capital Podcast, we open the year with a comprehensive review of market positioning, key commodity themes and our outlook for 2026.Episode 10 focuses on how we are thinking about macro conditions, policy-driven liquidity and structural demand across commodities as we move into the new year. The discussion covers precious metals, base metals, energy, uranium and lithium, alongside a review of several core positions, recent drilling results and current portfolio positioning.This episode covers:• Start-of-year market reset and outlook• Gold, silver, copper, uranium, lithium and energy market commentary• Cygnet’s key themes for 2026 and strategic positioning• Big Hits: notable ASX exploration and drilling results• Tigers With Spots: emerging opportunities• Watchlist and portfolio updateChapters30:54 – Big Hits33:27 – Tigers With Spots34:10 – WatchlistRecorded: 15 January 2026Connect with Cygnet CapitalWebsite: https://www.cygnetcapital.com.auLinkedIn: https://www.linkedin.com/company/cygnet-capitalDisclaimerInformation 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.

    40 min

  11. 12/04/2025

    Cygnet Capital Podcast | Ep 9 | Commodities Outlook, Governance & Critical Minerals

    In Episode 9 of the Cygnet Capital Podcast, Jonathan Rosham, John Cathcart, Andrew Mouchacca and David McGlashan discuss the week’s major themes across commodities and the ASX small-cap space. They unpack gold consolidation, governance failures in DroneShield (ASX:DRO), and fresh developments in copper, rare earths and critical minerals.This episode covers:• Commodities overview — Gold, silver, copper, uranium, lithium and energy movements and macro drivers.• Market discussion — Fed pivot, China stimulus and structural growth themes across AI, defence and future-facing commodities.• Governance in focus — DroneShield (ASX:DRO): insider sales, ASX review and leadership instability.• Analyst segment — Andrew Mouchacca on EROAD (ASX/NZX:ERD): ANZ policy tailwinds and SaaS growth outlook.• Exploration highlights — New Frontier Minerals (ASX:NFM) and Rapid Critical Metals (ASX:RCM).• Big Hits — True North Copper (TNC), Sunshine Metals (SHN), Caprice Resources (CRS), and Horseshoe Metals (HOR).• Tigers With Spots — Hamelin Gold (HMG) and Tempest Minerals (TEM).Recorded on 27 November 2025Connect with Cygnet CapitalWebsite: https://www.cygnetcapital.com.auLinkedIn: https://www.linkedin.com/company/cygnet-capitalDisclaimerThis update provides a factual summary of commodity movements, company activity and sector developments based on publicly available information. It is intended solely for informational purposes and does not constitute financial advice.Cygnet Capital Pty Ltd | AFSL 241095. Hosted on Acast. See acast.com/privacy for more information.

    47 min

  12. 10/27/2025

    Introduction to the Cygnet Capital Podcast

    Welcome to the Cygnet Capital Podcast, a weekly discussion for sophisticated and wholesale investors navigating the ASX and broader financial markets. Each episode explores key market movements, high-conviction company updates and insights drawn from decades of combined experience across finance, markets and resources. Hosted by Sienna Rosham joined by Jonathan Rosham, David McGlashan,and John Cathcart, the podcast provides grounded, research driven commentary to help investors stay informed and ahead of the curve. Follow to stay updated and be the first to hear when episodes go live on Spotify. General advice only. Cygnet Capital is an Authorised Representative of Cygnet Securities Pty Ltd, AFSL 241095. Hosted on Acast. See acast.com/privacy for more information.

    3 min
  • 12 Episodes

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.

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  • Creator
    Cygnet Capital Pty Ltd
  • Years Active
    2K
  • Episodes
    12
  • Rating
    Explicit
  • Copyright
    © Cygnet Capital Pty Ltd
  • Show Website
    Cygnet Capital Podcast