QAV AU 848 — ASX Meltdown, Bauxite Boom, and the Case of the Vanishing CEO

from QAV Investing Podcast (Free Edition) · host Cameron Reilly

Tony and Cam roll into the final month of 2025 with a wide-ranging episode that swings from the ASX’s latest technology breakdown to fund-manager outperformance, commodity whiplash, and a fresh pulled-pork on Metro Mining. Along the way they dig into Tower’s results, the ongoing Eroad saga, Fleetwood’s abrupt CEO exit, Finbar’s exposure to escalating WA construction costs, and the sudden return of copper, platinum, zinc, and steel to the buy list. Tony breaks down why boehmite and bauxite are shaping up as the next big strategic commodity story with a pulled pork on MMI (Metro Mining), while Cam wraps with a reflection on longevity, friendship, and a centenarian’s hard-won life lessons.

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This episode is 24 minutes long.

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This episode was published on December 3, 2025.

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