EPISODE · Apr 9, 2026 · 34 MIN
Time for Medallion to Execute - Paul Bennett
from LEVRD · host Matt Michael
Medallion Metals (MM8) are both building a gold mine and exploring for more. MD Paul Bennett came on LEVRD to sense check Matty's current MM8 holding.(0:00) Intro(2:59) Permitting update for Ravensthorpe(4:04) Capex sensitivity(6:48) Early opportunities at Forrestania(8:47) Contractor or other funky models to mine(11:53) Upside to mine plan at Ravensthorpe(14:23) Sensitivity to diesel(15:03) Lounge Lizard opportunity(18:20) Managing focus and costs(19:30) How is the Copper going to managed in the plant?(21:10) Peer comps(23:33) What could see a re-rate?(25:10) Grow at Ravensthorpe or Forrestania preference?(26:45) Mt Cattlin neighbours(27:45) 2 biggest upsides and downside risks(32:00) Takeover vulnerability during price dropLEVRD Partners Canetoad AI - Intuitive 3D drillhole visualisation for rapidASX due diligence https://www.canetoad.ai/#pricing 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 video content is prepared by Lifeof Mine Podcast Pty Ltd (trading as Levrd). Levrd is an AuthorisedRepresentative (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 video content are not personal financial or tax advice, this meansthey 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. My past performanceisn’t reliable. I may be long/short in CFDs mentioned in the videos. 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 anystrategy. 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.
What this episode covers
Medallion Metals (MM8) are both building a gold mine and exploring for more. MD Paul Bennett came on LEVRD to sense check Matty's current MM8 holding.(0:00) Intro(2:59) Permitting update for Ravensthorpe(4:04) Capex sensitivity(6:48) Early opportunities at Forrestania(8:47) Contractor or other funky models to mine(11:53) Upside to mine plan at Ravensthorpe(14:23) Sensitivity to diesel(15:03) Lounge Lizard opportunity(18:20) Managing focus and costs(19:30) How is the Copper going to managed in the plant?(21:10) Peer comps(23:33) What could see a re-rate?(25:10) Grow at Ravensthorpe or Forrestania preference?(26:45) Mt Cattlin neighbours(27:45) 2 biggest upsides and downside risks(32:00) Takeover vulnerability during price dropLEVRD Partners Canetoad AI - Intuitive 3D drillhole visualisation for rapidASX due diligence https://www.canetoad.ai/#pricing 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 video content is prepared by Lifeof Mine Podcast Pty Ltd (trading as Levrd). Levrd is an AuthorisedRepresentative (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 video content are not personal financial or tax advice, this meansthey 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. My past performanceisn’t reliable. I may be long/short in CFDs mentioned in the videos. 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 anystrategy. 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.
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Time for Medallion to Execute - Paul Bennett
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