Is the commodity “supercycle” starting?
Episode description
We’ve got a bit of a different episode today. Metals prices have been ticking up, so we did a broad check-in on a range of metals including gold, silver, manganese, zinc, copper & nickel, before going very deep into the fascinating set-up in PGMs and tin.
Next, we spoke about Northern Star’s somewhat disappointing quarter, before chatting about a change in the exploration industry, and rounding off with news out of EQ Resources and Berkeley Energia.
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All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.
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(0:00:00)Introduction
(0:02:05)What's happneing in gold, silver, copper, zinc, nickel & more
(0:11:15)Are PGMs a contrarian play right now?
(0:20:58)A special deep dive on tin
(0:36:08)Northern Star's costs creep higher
(0:39:09)An exploration game-changer
(0:50:31)Are EQ Resources making money
(0:51:37)Berkeley Energia go to court