About this episode
For today’s wrap we’ve brought of Dave Franklyn from the Argonaut Natural Resources Fund. Dave helps us navigate through a bunch of macro talking points, from the big US government nuclear deal to gold’s volatility and copper’s strength. We then jump into the high and lowlights from this week’s quarterlies, exploring companies from Develop to Boss Energy to Liontown, plus plenty more. Grade control covers: • Larvotto rejection of USAC • Lithium miners talking down a price floor Sweet & Sour Deal rates: • Albemarle’s catalyst sale • Coronado debt • Perpetua’s raising • Arafura’s placement • Medallion’s Trafigura facility • Aeris Soul Patts repayment Stocks mentioned: DVP, RMS, WGX, GGP, LTR, BOE, LRV, UAMY.NY, PLS, ALB.NY, CRN, PPTA.TO. AEM.TO, ARU, MM8, AIS This was recorded on 29.10.2025. …………… TIMESTAMPS (00:00) - Intro & Market Overview(01:50) - Uranium & US Energy Policy(09:10) - Gold(15:50) - Copper(26:40) - Develop & Copper Stocks(34:10) - Silver & Other Metals(44:10) - Grade Control (52:10) - Sweet and Sour Deal (59:10) - Capital Raises & Funding(1:05:10) - Hidden Gems & Wrap Up…………… Join 15k+ subscribers to the ???????????????????????Director’s Special???????????????????????: one daily email with all the news that matters in mining …………… PARTNERS Thank you to the mining services businesses that make this content possible: ?????????????????????Sandvik Ground Support????????????????????? – The only ground support you’ll ever need ????????????????????Focus by Marketech???????????????????? – All your mining news and market needs in one powerful platform | ????????????????????10-day free trial???????????????????? …………… FOLLOW & CONNECT • YouTube: ???????????????????????@MoneyofMine??????????????????????? • Twitter / X:
