LEVRD

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 Well and Peak Hill, and the road to first gold.WHAT WE COVERED- The ASX speeding ticket, the newsletter promotion that they didn't ask for behind the run, and the trading halt- Continuous disclosure with up to six rigs running and assays always at the lab- The new chief mining engineer and going straight to a PFS at Peak Hill- Mulga Bill East: now 1.5km long, still open, with hits up to 2m @ 30.76g/t- Durack, Jubilee and Golden Treasure: higher grades than the old Peak Hill models- Peak Hill at today's gold price: old deposits repriced vs new discovery- What's in the lab, including visible-gold core, and the year-end resource update- The road to first gold, targeted for end-2027LEVRD PartnersWA WATER BORES The best water drillers in Australia James Harrington - 0429 695 538 https://www.wawaterbores.com.au/MINING SELECTFind a Mining job RIGHT NOW!!https://www.miningselect.com.au/Download the app and start the huntLEVRD SocialsX ► https://x.com/mattmichaelOGInstagram ► https://www.instagram.com/levrdmatty/Tiktok ► https://www.tiktok.com/@levrdmattyFacebook ► https://www.facebook.com/levrdtradingLinkedin ► https://www.linkedin.com/company/levrd/ This channel and all the audio/video content is prepared by Life of Mine Podcast Pty Ltd (trading as Levrd). Levrd is an Authorised Representative (AR 001318377) of 62 Consulting Pty Ltd (ABN 88 664 809 303), AFSL 548573.Any views are general in nature, or the opinion are of Levrd. The audio/video contents are not personal financial or tax advice, this means they do not consider your objectives, financial situation or needs.Do not follow my trades, they are for entertainment purposes only.CFDs are high risk; you can lose all capital rapidly. My past performance isn't reliable. I may be long/short in CFDs mentioned in the audio/video.FSG: https://levrd.live/pages/fsgThis material is not an offer, invitation or recommendation to acquire or dispose of any financial product including CFDs or to adopt any strategy.While believed reliable, the information may be incomplete or 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 62 Consulting, Levrd or their related parties.

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 and Chief Operating Officer Zane Smith join LEVRD to talk through why a toll-milling deal at Wedderburn turned into buying the whole company eight weeks later, the lean operation at Fiddlers Creek, Comstock's high-grade Walkers zone as mill feed, the million-ounce ambition at Irvine, the A$5.65 million placement and SPP at 12 cents, and the endgame for a company that has written a spin-out clause into its own deal.WHAT WE COVERED- How Aureka got here: the old Navarre portfolio relisted at 304,000oz, now 455,000oz, and why assets once valued at ~A$150M sit around A$19M today- From renting to owning: the July toll-milling agreement at Wedderburn, the High Grade Holdings acquisition eight weeks later, and why one of only six licensed gold mills in Victoria matters- Fiddlers Creek: a hand-held underground operation permitted 24/7 but running weekdays, the next step up in scale, the pending Mining Licence, the path to a JORC resource, and how much of the concentrate's value is silver, lead and zinc- Wedderburn: 42,000tpa nameplate at ~20% utilisation- Irvine: 398,000oz @ 2.59g/t, 16km from Stawell and targeting 1Moz+- Consolidating Victoria: whether owning a mill makes Aureka the natural consolidator?- What's next: the EGM, completion, the Comstock JORC and Scoping Study update, a Fiddlers Creek resource, the Mining Licence and more Irvine assaysLEVRD PartnersWA WATER BORES The best water drillers in Australia James Harrington - 0429 695 538 https://www.wawaterbores.com.au/MINING SELECTFind a Mining job RIGHT NOW!!https://www.miningselect.com.au/Download the app and start the huntLEVRD SocialsX ► https://x.com/mattmichaelOGInstagram ► https://www.instagram.com/levrdmatty/Tiktok ► https://www.tiktok.com/@levrdmattyFacebook ► https://www.facebook.com/levrdtradingLinkedin ► https://www.linkedin.com/company/levrd/ This channel and all the audio/video content is prepared by Life of Mine Podcast Pty Ltd (trading as Levrd). Levrd is an Authorised Representative (AR 001318377) of 62 Consulting Pty Ltd (ABN 88 664 809 303), AFSL 548573.Any views are general in nature, or the opinion are of Levrd. The audio/video contents are not personal financial or tax advice, this means they do not consider your objectives, financial situation or needs.Do not follow my trades, they are for entertainment purposes only.CFDs are high risk; you can lose all capital rapidly. My past performance isn't reliable. I may be long/short in CFDs mentioned in the audio/video.FSG: https://levrd.live/pages/fsgThis material is not an offer, invitation or recommendation to acquire or dispose of any financial product including CFDs or to adopt any strategy.While believed reliable, the information may be incomplete or 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 62 Consulting, Levrd or their related parties.

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 the previous iterations, the 728,000oz maiden Ore Reserve, new drilling at Kingfisher, Howards and Heron South, the million-plus ounces sitting outside the mine plan, whether to build a plant or toll treat, and how Horizon funds a A$350 million build with Zeta holding 64.69%.WHAT WE COVERED- What Horizon can see at Gum Creek that Arimco, Abelle, Harmony and Legend couldn't, and whether there's upside to a 100kozpa mine from day one- The DFS: 880,000 recovered ounces over ten years through a 2.5Mtpa CIL plant, a A$894M post-tax NPV and a A$350M build- The maiden Ore Reserve: 728,000oz from a 2.30Moz resource and conversion from ongoing drilling- Kingfisher: 23m @ 5.26g/t incl. 15m @ 7.65g/t, how much bigger it gets than 71,000 reserve ounces, an underground restart (113,500oz @ 3.38g/t, 15m @ 28.5g/t from 346m), and whether the water plan locks it into years six to eight- Howards: gold in every hole over an 800m strike extension south, what that does to a 186,000oz reserve, and how much focus sub-1g/t, harder ore deserves- Heron South's 6m @ 12.67g/t (incl. 1m @ 58.7g/t) - free-milling or refractory? - and the undrilled southern half at Melbourne Bitter after 21m @ 2.14g/t- Over a million ounces outside the mine plan: 416,000oz of free-milling underground at 3.6g/t across Swan, Swift and Kingfisher, plus 698,000oz of sulphide including Wilsons (400,000oz @ 4.31g/t) - what gets in before FID, and what a refractory circuit adds- Cutting back old open pits, seven pit lakes holding ~7,600ML as the water supply, and why the dewatering sequence matters- Build or toll treat: the approved Mining Proposal, which pits go first, how much of the A$350M gets deferred, expanding to 3.0Mtpa, ~A$2,900/oz costs, and Brightstar's planned 4-5Mtpa Sandstone plant 90km south- Funding A$350M with A$24M cash, no debt and a ~A$199M market cap- The register: Zeta at 64.69%, L1 at 6.59%, a sub-30% free float, and whether Gum Creek gets built or taken outLEVRD PartnersWA WATER BORES The best water drillers in Australia James Harrington - 0429 695 538 https://www.wawaterbores.com.au/MINING SELECTFind a Mining job RIGHT NOW!!https://www.miningselect.com.au/Download the app and start the huntLEVRD SocialsX ► https://x.com/mattmichaelOGInstagram ► https://www.instagram.com/levrdmatty/Tiktok ► https://www.tiktok.com/@levrdmattyFacebook ► https://www.facebook.com/levrdtradingLinkedin ► https://www.linkedin.com/company/levrd/ This channel and all the audio/video content is prepared by Life of Mine Podcast Pty Ltd (trading as Levrd). Levrd is an Authorised Representative (AR 001318377) of 62 Consulting Pty Ltd (ABN 88 664 809 303), AFSL 548573.Any views are general in nature, or the opinion are of Levrd. The audio/video contents are not personal financial or tax advice, this means they do not consider your objectives, financial situation or needs.Do not follow my trades, they are for entertainment purposes only.CFDs are high risk; you can lose all capital rapidly. My past performance isn't reliable. I may be long/short in CFDs mentioned in the audio/video.FSG: https://levrd.live/pages/fsgThis material is not an offer, invitation or recommendation to acquire or dispose of any financial product including CFDs or to adopt any strategy.While believed reliable, the information may be incomplete or 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 62 Consulting, Levrd or their related parties.

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, Baldock's unchanged 3.5g/t grade, the regional open pits, the cash runway to FID, and what Mt Ida looks like at spot gold.WHAT WE COVERED- The beat: guided 1.5Moz, delivered 1.84Moz - how much was drilling upside and how much was the model- 40,000 samples at the lab: how much of the next upgrade is already out of the ground, whether 2Moz is already there, and clearing the backlog before the 1 December cut-off- Extensions logged since 30 June with assays pending, and whether the March quarter update is a resource upgrade or the number that feeds the Ore Reserve- Pivoting metres to infill: 647,000oz Indicated- Baldock: +357,000oz with grade holding at 3.5g/t, and the depth and 1,500m of southern strike still open- The regional pits: 473,000oz at ~1.8g/t, all Inferred - standalone pits or blend feed alongside 3.4g/t underground ore- Keeping every rig, adding an air core rig for sterilisation drilling, and a 10-year mine plan vs chasing camp scale across 53 targets and 26km of greenstone- Aurenne's 2.5Mtpa mill 5km away and its near-10% stake (would it even be big enough?)- What shareholders should be watching between now and ChristmasLEVRD PartnersWA WATER BORES The best water drillers in Australia James Harrington - 0429 695 538 https://www.wawaterbores.com.au/MINING SELECTFind a Mining job RIGHT NOW!!https://www.miningselect.com.au/Download the app and start the huntLEVRD SocialsX ► https://x.com/mattmichaelOGInstagram ► https://www.instagram.com/levrdmatty/Tiktok ► https://www.tiktok.com/@levrdmattyFacebook ► https://www.facebook.com/levrdtradingLinkedin ► https://www.linkedin.com/company/levrd/ This channel and all the audio/video content is prepared by Life of Mine Podcast Pty Ltd (trading as Levrd). Levrd is an Authorised Representative (AR 001318377) of 62 Consulting Pty Ltd (ABN 88 664 809 303), AFSL 548573.Any views are general in nature, or the opinion are of Levrd. The audio/video contents are not personal financial or tax advice, this means they do not consider your objectives, financial situation or needs.Do not follow my trades, they are for entertainment purposes only.CFDs are high risk; you can lose all capital rapidly. My past performance isn't reliable. I may be long/short in CFDs mentioned in the audio/video.FSG: https://levrd.live/pages/fsgThis material is not an offer, invitation or recommendation to acquire or dispose of any financial product including CFDs or to adopt any strategy.While believed reliable, the information may be incomplete or 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 62 Consulting, Levrd or their related parties.

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 the first results prove, the path to a resource, cash, and the Thaduna and Green Dragon deal that brings Sandfire and IGO onto the register.WHAT WE COVERED- Why the maiden Ricci Lee program went from a planned 5,500m to 7,364m over 46 holes- The first six holes: 14m @ 2.49% Cu, 15m @ 2.25% Cu and what they prove about the structure- Bornite, higher grades nearer surface and the link to Thaduna- Grade to the north, depth from hole 6 and how it compares with historic hole THC035- True widths when drilling at minus 60 into a steep NNW fault, plus silver up to 11.8g/t- The 40 pending holes: which to watch, the deep holes past 290m and the northern infill- Timing for a maiden Ricci Lee resource- 92 aircore holes across Rooneys, Blockley, Mueller, Ward and Limestone Bore, and what a win looks like- Rooneys RC deferred: a vote for Ricci Lee or a vote against Rooneys- The balance sheet after 13,086m of drilling, and the funding plan from hereLEVRD PartnersWA WATER BORES The best water drillers in Australia James Harrington - 0429 695 538 https://www.wawaterbores.com.au/MINING SELECTFind a Mining job RIGHT NOW!!https://www.miningselect.com.au/Download the app and start the huntLEVRD SocialsX ► https://x.com/mattmichaelOGInstagram ► https://www.instagram.com/levrdmatty/Tiktok ► https://www.tiktok.com/@levrdmattyFacebook ► https://www.facebook.com/levrdtradingLinkedin ► https://www.linkedin.com/company/levrd/ This channel and all the audio/video content is prepared by Life of Mine Podcast Pty Ltd (trading as Levrd). Levrd is an Authorised Representative (AR 001318377) of 62 Consulting Pty Ltd (ABN 88 664 809 303), AFSL 548573.Any views are general in nature, or the opinion are of Levrd. The audio/video contents are not personal financial or tax advice, this means they do not consider your objectives, financial situation or needs.Do not follow my trades, they are for entertainment purposes only.CFDs are high risk; you can lose all capital rapidly. My past performance isn't reliable. I may be long/short in CFDs mentioned in the audio/video.FSG: https://levrd.live/pages/fsgThis material is not an offer, invitation or recommendation to acquire or dispose of any financial product including CFDs or to adopt any strategy.While believed reliable, the information may be incomplete or 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 62 Consulting, Levrd or their related parties.