On the Ground at Resources Rising Stars — Gold, Lithium and Why We're "Not Even at Boom Yet"

Live from Resources Rising Stars on the Gold Coast, James runs through a huge list of company conversations from the floor — gold plays including Saturn Metals, Great Boulder, Great Southern and Gateway Mining, lithium exposure via PMET's James Bay project in Quebec, high-purity alumina producer Advanced Engineered Materials, and tin-tungsten-silver story Sky Metals. Plus takeaways from keynote speaker Charlie Aitken on how small the resources sector still is as a share of global indices, and a cycle-clock check-in with Line Selection Group's Hedley Widdup. Heath Moss joins from Adelaide for the market wrap — US equities sitting on prior highs with September seasonality weighing, yields pushing toward 2025 highs ahead of a critical CPI print, copper at fresh records near $6.90/lb, gold holding above $4,400/oz, and why Heath's steering clients toward globally-exposed Australian names over banks and discretionary retail. Plus AFL and NRL finals tips to close it out.General advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.