PODCAST · business
LEVRD
by Matt Michael
LEVRD gives exclusive access to a Mining Engineer /Jumbo Operator running a personal Resources hedge fund using CFD's. Listen to the celebrations and blowups of trading stocks for a living.
Episodes
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Ballard Was ‘Fully Funded to FID’. So Why Raise $45M in a Weak Market? - Paul Brennan (ASX: BM1)
In January, Ballard Mining (ASX: BM1) said it was fully funded to FID. Now it has raised A$45 million at 66c, plus an SPP, in what it calls a challenging market. MD Paul Brennan joins LEVRD to explain why now, the A$28 million village going up before FID, pits first at Mt Ida and the road to a...
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Copper @ Surface, Copper @ 250m: Ricci Lee Grows - Graeme Purcell, MD BOA Resources (ASX: BOA)
BOA Resources (ASX: BOA) has roughly doubled since MD Graeme Purcell last joined LEVRD. With 23 of 46 Ricci Lee holes now back, including 10m @ 3.60% Cu from 31m in today's results, he's back to talk shallow copper, a second lode, grade at depth and the timing of a maiden resource. WHAT WE…
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$96.7M in the Bank, PFS November, Resource in December - Ash Pattison, Chairman PC Gold (ASX: PC2)
Thirteen days after PC Gold (ASX: PC2) Exec Chair & CEO Ash Pattison last spoke with LEVRD, the company raised A$75 million at A$1.05. He's back to explain what changed, the mine builders now on the board, new Link Zone and Southern Adit results at Spring Hill in the NT, and a packed news run…
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ASX Speeding Tickets for 6 Rigs and a Backlog of Assays...Unreasonable? Andrew Paterson, MD ASX: GBR
Great Boulder Resources (ASX: GBR) received an ASX speeding ticket last week, then came out of a trading halt with Side Well results that stretched Mulga Bill East to 1.5km. MD Andrew Paterson joins LEVRD to explain what moved the stock, the new chief mining engineer, the latest drilling at Side...
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They Rented a Mill. 8 Weeks Later, They Bought It: James Gurry + Zane Smith, Aureka Ltd (ASX: AKA)
Aureka Ltd (ASX: AKA) came back to the ASX in December 2024 with 304,000 ounces in the Victorian goldfields. It now has 455,000 ounces and, once the High Grade Holdings deal completes, an operating high-grade mine and one of only six licensed gold mills in Victoria. Managing Director James Gurry...
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7 Previous Owners of Gum Creek, but Horizon Gold Has a New Plan: Scott Williamson, MD (ASX: HRN)
Gum Creek has produced over a million ounces of gold and has sat on care and maintenance since 2005. Horizon Gold (ASX: HRN) has now delivered a Definitive Feasibility Study with a A$894 million post-tax NPV. Managing Director and CEO Scott Williamson joins LEVRD to talk through what failed on…
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Is 2Moz Already at the Lab? Paul Brennan, MD Ballard Mining (ASX: BM1)
Ballard Mining (ASX: BM1) guided the market to 1.5 million ounces at Mt Ida and delivered 1.84 million (20.4Mt @ 2.8g/t). Managing Director Paul Brennan joins LEVRD to break down the beat, the 40,000 samples still sitting at the lab, the pivot from chasing ounces to infill for an Ore Reserve,...
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Copper in Every Hole: 14m @ 2.49% Cu at Ricci Lee - Graeme Purcell, MD BOA Resources (ASX: BOA)
BOA Resources (ASX: BOA) has hit copper in all six holes reported so far from its maiden drill program at Ricci Lee, including 14m at 2.49% Cu with 7m at 4.6%, and 40 RC holes are still at the lab. Graeme Purcell joins LEVRD to talk about why a 5,500m program became 7,364m across 46 holes, what…
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Liontown to Mt Moss: Sunshine Metals' Path to Gold in 2027 - MD Damien Keys (ASX: SHN)
Sunshine Metals (ASX: SHN) has just released its updated Liontown gold study, and Managing Director Damien Keys joins LEVRD to unpack it: $179.8 million of net operating cashflow, AISC of $2,579/oz and a maximum cash drawdown of just $5.5 million. We cover the Mt Moss plant build, the 220km haul,...
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1st Tundulu Assays: 91m @ 1.51% TREO, 1,000m hole next: Paul Williams, MD AuKing Mining (ASX: AKN)
AuKing Mining (ASX: AKN) has spent five months turning itself into a Malawi rare earths company. Managing Director Paul Williams joins LEVRD to go through the first assays from Tundulu, the six projects bought from Tusker Minerals, how the basket stacks up against Lindian's Kangankunde and…
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$38M in Campaign Cash to WA's Next Gold Producer: Mark English, MD Auric Mining (ASX: AWJ)
Auric Mining (ASX: AWJ) has mined gold, made money, and done it twice. Managing Director Mark English joins LEVRD to talk through the A$38 million pulled out of Jeffreys Find and Munda, the Union Jack acquisition that just lifted group inventory 51% to 301,000 ounces, the hire of former Black Cat...
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Rare Earths, Gallium, Tin & Tungsten - The Critica Mineral Play: CEO Jacob Deysel (ASX: CRI)
Critica Limited (ASX: CRI) CEO Jacob Deysel joins LEVRD to unpack one of the more unusual critical minerals stories on the ASX — a single company carrying rare earths, yttrium, gallium, tin and tungsten across two Australian projects. WHAT WE COVER - The five-commodity basket - Which of the five...
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Kaoko Copper Blitz, Talon's High-Grade Hits & St Barbara's Cash Pile - Weekly Wrap with Scott North
Scott North from Kamoa Capital joins me for the Weekly Wrap. On the desk this week: Kaoko Metals (ASX: KAO) and that ripper copper run in Namibia, Talon Metals (TSX: TLO) dropping high-grade nickel-copper from the Vault Zone, why the copper market is looking properly bullish, two gold mergers…
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Box Cut Underway, Ball Mill Landing, First Ore Q2 2027 - Paul Bennett, MD Medallion Metals (ASX:MM8)
Paul Bennett takes us through where Medallion Metals (ASX:MM8) actually sits on the build — Macmahon announced, box cut underway, ball mill landing in Fremantle on 17 September and first Ravensthorpe ore still pinned to Q2 CY2027. We also get into the $60 million raise, a Gem intercept of 5.3m @...
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800m of Copper Strike in Saudi Arabia | Adam Oehlman, CEO Sierra Nevada Gold (ASX: SNX)
Adam Oehlman returns to the desk three months after his first sit-down, and this time he's got assays. Sierra Nevada Gold (ASX: SNX) has finished 28 holes at the As Safra Copper-Gold Project in Saudi Arabia, stretched the Central Copper Zone from 400m to more than 800m of strike, and stumbled…
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3.5 g/t Gold, No Mill, Aurenne Next Door - Paul Brennan, MD Ballard Mining (ASX:BM1)
Ballard Mining (ASX:BM1) MD Paul Brennan sits down with LEVRD to unpack the Mt Ida gold project: a 1.0Moz @ 3.5 g/t Baldock resource, seven granted mining leases, a full permitting stack, $61.8m in the bank — and no mill. We get into the Delta Lithium mineral rights split, what Aurenne's 2.5Mtpa...
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657m of Mineralisation From Surface in Argentina - Mark Purcell, NewPeak Metals (ASX: NPM)
NewPeak Metals (ASX: NPM) Managing Director Mark Purcell joins LEVRD to unpack Las Opeñas — the San Juan, Argentina gold-silver project that just returned 657m @ 0.30g/t AuEq from surface in LODH-027, about 45m from July's discovery hole. Covered in this episode: - Company history — Dark Horse...
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Copper M&A Frenzy, Matty's Uranium update & plenty more - Mining Weekly Wrap with Scott North
Copper M&A is running hot, Boss Energy fronts up with another disappointment, and Robert Friedland pulls more money out of Washington. Matt Michael (LEVRD) and Scott North (Kamoa Capital) run through the week that was in mining. On the desk this week: - Copper M&A — who's buying, who's next -...
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Why Tronox Wants Cameroon Rare Earths & Rutile — Theuns de Bruyn, CEO Lion Rock Minerals (ASX: LRM)
Tronox came onto the Lion Rock Minerals (ASX: LRM) register at 5.6 cents in October 2025 and has publicly named the Minta project in Cameroon as a potential feedstock source for a rare earths plant it's seeking up to US$600m of US and Australian export credit agency funding for. The stock is now...
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774Moz Silver Exploration Target Nobody Has Drilled: Patriot Resources (ASX: PAT) MD Dom Duggan
Dom Duggan took the CEO chair at Patriot Resources on 2 February and was made Managing Director part-way through the year. Six months in, he sits across a Peruvian silver deposit with a 31.4Moz Inferred resource and a conceptual exploration target roughly twenty times that size, a maiden copper...
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Atomic Eagle (ASX:AEU) gets back 116Mlb Uranium Project in Niger - CEO Phil Hoskins
Atomic Eagle Limited (ASX: AEU | OTCQX: AEUXF) has agreed terms on a new Mining Convention with the Republic of Niger, re-establishing its interest in the Madaouela Uranium Project — a 116.5Mlb U₃O₈ resource at 1,282ppm (foreign estimate) built on roughly 600,000 metres of historical drilling and...
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Lithium Doubled. Copper Hit A Record. Ken Hoffman On What Breaks Next
Ken Hoffman called the lithium bottom before the market did. Ten months on, Chinese carbonate has gone from CNY 61,000 a tonne to CNY 148,000, copper has printed a record US$14,455, and the demand engine driving all of it — stationary storage — is one almost nobody had in their models three years...
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A Mill Buyer Just Took 10% Of This Gold Explorer | Chris Piggott - Chairman Leeuwin Metals (ASX:LM1)
Leeuwin Metals (ASX: LM1) has grown the Marda Gold Project from an acquisition in March 2025 to a 378,600oz JORC resource sitting entirely on granted mining leases — all for a market capitalisation of around A$23 million. In the space of three weeks in June, Forrestania Resources (ASX: FRS) went...
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Link Zone: 5.37 g/t Next to Agnico's Idle Mill | Ash Pattison - Chairman PC Gold (ASX:PC2)
Nine months after listing at 25 cents, PC Gold (ASX: PC2) has an interim resource of 1.51moz at Spring Hill in the Northern Territory — an 84% increase in a single update. Chairman Ash Pattison joins us to go through what's actually in that resource, why the high-grade Link Zone has the market's...
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1.5km From a 2.3Moz Gold Mine — Golden Dragon Mining's Cue Play | Chairman Rhod Grivas (ASX: GDR)
Rhod Grivas has spent 35 years in Western Australian gold and was involved in the discovery of Rubicon, Hornet and Pegasus at Kundana — a camp that has yielded more than five million ounces. So why is he now chairman of Golden Dragon Mining (ASX:GDR), a company that listed last October at 20…
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18.12% TREO in Hole One | Alistair Stephens - CEO Power Minerals (ASX: PNN)
Power Minerals Limited (ASX: PNN) has delivered exceptional high-grade rare earth results from the first hole of its maiden drilling program at the Morro do Ferro Project in Minas Gerais, Brazil. CEO Alistair Stephens joins us to unpack the numbers, what they mean for the maiden Mineral Resource...
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5Mtpa, Weld Range and the $300m Question | John Welborn - Chairman Fenix Resources (ASX: FEX)
Fenix Resources (ASX: FEX) just shipped the biggest quarter in its history — 1.3 million tonnes in June, exiting the year above 5Mtpa annualised. The share price has gone the other way. Chairman John Welborn returns to explain why, and what happens next. We last spoke in April, when a cyclone had...
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52% Copper Chips — And No One Has Ever Drilled It | Ashley Hood - MD Techgen Metals (ASX: TG1)
Techgen Metals (ASX:TG1) is about to put a drill bit into ground that has never been drilled — despite rock chips grading up to 52.3% copper and 5.35g/t gold at surface. Managing Director Ashley Hood joins us to walk through the maiden diamond drilling program at the Blue Devil Copper-Gold…
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121kt Copper, Granted ML's & a 15,000m Drill Program | Graeme Purcell, MD BOA Resources (ASX: BOA)
BOA Resources (ASX: BOA) has moved fast — from a 49% exploration interest in the Neds Creek copper play to acquiring 100% of Core Value Australia plus the Thaduna and Green Dragon deposits from Sandfire Resources. In this interview, newly appointed Managing Director Graeme Purcell walks us…
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Is $4,000 Gold a Floor or a Trapdoor? | Sean Russo Interview
Back in February, with gold near $5,000, I asked Sean Russo: "does it hit 4,000 or 6,000 first?". It went to 4,000 — and now we're ~28% off the January high. So is this the retracement he warned about, or just the entrée? Sean Russo — Principal at Noah's Rule, 41 years in the market since 1984…
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40km of Drilling, WGX 19.9% & Path to 2Moz | Andrew Paterson - MD Great Boulder Resources (ASX: GBR)
Great Boulder Resources (ASX: GBR) MD Andrew Paterson joined LEVRD to unpack a transformational few months — a completed raise, Westgold Resources taking a 19.9% strategic stake, Franklin Templeton and L1 Capital on the register, and drill rigs now turning at the Peak Hill Gold Project in WA's...
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Bonanza Gold in Victoria: Richard Beazley on Rokeby's Omeo Project (ASX: RKB)
Richard Beazley, Managing Director of Rokeby Resources, joins us to break down the acquisition of the Omeo Gold Project in Victoria — a historically high-grade goldfield that once produced over 235,000oz at grades above 18g/t, yet remains largely underexplored today. We get into the deal itself,...
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Will NMG build their own Mill? - Alex Passmore, MD New Murchison Gold (ASX: NMG)
Alex Passmore, Managing Director of New Murchison Gold (ASX: NMG), returns for a candid catch-up on the Murchison gold story — a capital-light producer generating serious cash under its Bluebird ore-purchase agreement, yet trading lower even as the resource base jumps 47%. We dig into growth, the...
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First Gold in 2027 for Brightstar Resources (ASX:BTR): — Can Alex Rovira Close the Valuation Gap?
Alex Rovira, Managing Director of Brightstar Resources (ASX: BTR), joins us for a deep dive into one of WA's emerging gold developers — from the Goldfields build now underway to the 2.4Moz Sandstone project, plus the M&A reshaping Leonora–Laverton and why the market hasn't re-rated the ounces....
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Every Hole Has Hit Copper at Chester — Raptor Metals (ASX: RAP): MD Brett Wallace
Raptor Metals (ASX:RAP) Managing Director Brett Wallace joined LEVRD to unpack the company's copper and base-metals story in Canada's historic Bathurst Mining Camp, New Brunswick. From the acquisition and rebirth out of Eastern Metals, to the flagship Chester project and its recently expanded...
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Mt Monger Play: Next Door to Regis OR Genesis? | Evergold Minerals GM Tim Fraser (ASX: EG1)
Evergold Minerals (ASX: EG1) has pivoted from lithium to gold — and General Manager Tim Fraser joins LEVRD to explain why the ground it's assembling sits right in the neighbourhood of Vault (which is soon to be either Regis or Genesis). We cover the rebrand from Evergreen Lithium, the portfolio...
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The Perseus Founder's Next African Copper Play | MD Mark Calderwood- Midas Minerals (ASX:MM1)
Mark Calderwood built Perseus Mining from a micro-cap into a $1.6B ASX100 gold producer. Now, as Managing Director of Midas Minerals (ASX:MM1), he's applying decades of African experience to an emerging high-grade copper story in Namibia's Otavi region. In this LEVRD interview, we cover the Otavi...
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One of Six +10Mt Undeveloped Aussie Lithium Deposits - Bryan Dixon: MD Charger Metals (ASX: CHR)
Charger Metals (ASX: CHR) Managing Director Bryan Dixon joins LEVRD to unpack a company trading at an enterprise value of roughly $1.4M while sitting on a 106kt contained lithium resource at Lake Johnston, WA — plus a high-grade gold hit and a pending project sale to Core Lithium. We cover the...
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Kanmantoo to Paris: Investigator Silver's pure play Silver Project with MD Lachlan Wallace (ASX:IVR)
Investigator Silver (ASX: IVR) Managing Director Lachlan Wallace joins LEVRD to break down the Paris Silver Project — a 100%-owned, pure-play silver development on South Australia's Eyre Peninsula. Fresh off five senior appointments and a completed DFS, we cover the path from study to…
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Why go to Saudi Arabia for Copper & Gold? Sierra Nevada Gold's CEO Adam Oehlman (ASX:SNX)
Adam Oehlman joins LEVRD to unpack his move to Sierra Nevada Gold (ASX:SNX) and the company's flagship Saudi Arabian project, As Safra — a district-scale Cu-Au-Pb-Zn system awarded under the Kingdom's Round 9 licensing process by Royal Decree. After building a track record at African Gold, Adam...
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Why Morocco Controls 70% of the World's Phosphate | Daniel Gleeson - MD Canadian Phosphate (ASX:CP8)
In this ep of LEVRD, Matt sits down with Canadian Phosphate (ASX: CP8) Managing Director Daniel Gleeson to discuss one of the most overlooked critical minerals markets in the world – phosphate. While most investors associate phosphate with fertiliser, the sector is increasingly attracting…
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Why Uranium Must Go to $120/lb | Guy Keller's ASX Uranium Outlook
In this episode of LEVRD, Matt sits down with Tribeca Investment Partners' Guy Keller for a deep dive into the uranium market, nuclear energy and the ASX-listed uranium sector. Despite uranium equities suffering a brutal sell-off over the past 12 months, Guy argues that the fundamental...
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Mexico is the place to be for Silver | Adam McKinnon - MD Advance Metals (ASX:AVM)
In this episode of LEVRD, Matt sits down with Advance Metals (ASX: AVM) Managing Director Adam McKinnon for a deep dive into the company's growing portfolio of silver and gold assets across Mexico and Australia. The discussion focuses on Advance's three Mexican silver projects, including the...
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The IOCG Hunt in South Aus: Greg Partington - CEO Tarrina Resources (TR8)
In this episode of LEVRD, Matt sits down with Tarrina Resources (ASX: TR8) CEO Greg Partington to discuss the company's flagship Walparuta Project in South Australia and why management believes it has the ingredients for a significant IOCG (Iron Oxide Copper Gold) discovery. South Australia is…
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Pilbara Gold's (PGL) 50,000m Drill Plan: Chasing the Next De Grey? - MD Peter Turner
In this episode of LEVRD, Matt sits down with Pilbara Gold CEO Peter Turner to discuss the company's strategy to aggressively grow its existing 2-million-ounce gold resource through a planned 50,000-metre drilling campaign. The conversation explores why management believes the project still has...
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Can a $6m Market Cap Generate Cashflow? - Peter Woods, MD Strata Minerals (SMX)
In this episode of LEVRD, Matt sits down with Strata Minerals (ASX: SMX) Managing Director Peter Woods to discuss the company's strategy to advance the Zelica Gold Project in Western Australia. The conversation focuses on the recently announced partnership with BML Ventures, a deal that could...
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Sunshine Metals’ Plan: Liontown Cashflow & the Hunt for a Second Pajingo - MD Damien Keys (SHN)
Damien Keys joins me on LEVRD to break down Sunshine Metals’ strategy to become a North Queensland gold producer through Liontown and the Mt Moss acquisition. We get into: - The high-grade gold zones at Liontown - Why the current mining study only targets part of the resource - Mt Moss and the...
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Direction Unknown - Matty's update 27 May
Here's where the punting is at. Bloody doing my head in. LEVRD Partners Canetoad AI - Intuitive 3D drillhole visualisation for rapidASX due diligence https://www.canetoad.ai/#pricing NVLD Fitness Come get Crossfit ripped with me @nvldfitness on insta https://www.nvldfitness.com/ 0415126334 LEVRD...
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ASX Suspension to Nth Qld Copper Consolidator - David Newling, Chairman of Austral Resources (AR1)
David Newling joins me on LEVRD to break down Austral Resources’ transformation from a suspended ASX stock into an emerging North Queensland copper consolidator. We get into: - The restructuring and turnaround of Austral - Acquiring Rocklands out of administration - The Lady Loretta deal with...
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Westgold’s Latest Spinout - Simon Coyle on Corazon’s (CZN) Chalice Gold Acquisition
Simon Coyle joins me on LEVRD to break down Corazon’s acquisition of the historic Chalice Gold Project from Westgold and why the company believes it could become a serious WA gold growth story. We get into: - Existing resources and historical production - Where the exploration upside sits -...
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Frequently Asked Questions
How many episodes does LEVRD have?
LEVRD currently has 75 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is LEVRD about?
LEVRD gives exclusive access to a Mining Engineer /Jumbo Operator running a personal Resources hedge fund using CFD's. Listen to the celebrations and blowups of trading stocks for a living.
How often does LEVRD release new episodes?
LEVRD has 75 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to LEVRD?
You can listen to LEVRD on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts LEVRD?
LEVRD is created and hosted by Matt Michael.
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