Gold Takes Off, Rates Bite, Miners Rip

Gold is flying, rates are being lowered, and mining equities are finally waking up.

A punchy tour through a risk-on week for gold and real assets, field notes from Africa Down Under, and three segments: Grade Control, Sweet/Sour Deals, and Hidden Gems.

We hit Teck’s QB2 stumble, Anglo’s PGM exit, South32’s permitting spray, BHP’s 30-year paper, and a slate of under-the-radar African producers nearing first pour.

Stocks covered: RMS, PNR, NST, CMM, ALK, GMD, ORN, WWI, TRE, AAU.L, TCG, PDI, AUE, RXR, AEE, SPD, TECK.NYSE, AAL.L, S32, LOT, ELE.V, BHP

Hidden Gem recommendations:

- Quatr (app use is free)

- Acquired: Standard Oil Ep

- Speechify

This was recorded on September 4th 2025.

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TIMESTAMPS

(0:00) Intro

(2:00) Gold & Macro

(5:30) Gold Stocks

(9:30) ADU reflections

(10:50) Orion

(12:00) West Wills Mining

(13:20) Ariana Mining

(16:10) Turaco & Predictive

(16:20) Many Peaks

(17:00) Toubani

(17:20) Resolute

(17:40) Robex

(19:40) Atlantic Lithium

(21:00) Aura Energy

(21:31) Southern Palladium

(23:10) Grade Control & Teck

(30:30) Anglo American

(34:30) Graham Kerr – Investing in the USA vs Australia

(38:50) Elemental Altus Royalty

(42:40) BHP

(46:40) Hidden Gems

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