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 Syndicate boss Gareth Solly, and the A$137 million plan to build Auric its own mill at Burbanks.WHAT WE COVERED- What Auric is today after two completed, profitable campaigns- "WA's next fully integrated mining house" — what it actually means- How much of the A$38M is campaign cash, not raised cash- Union Jack: 102,000oz at 1.02g/t, and why now- The deal terms — A$6.5M cash, 12.5M shares, A$7M milestones, 1% royalty- An all-Inferred resource, and the plan to drill it out- Depth at Union Jack: 16m @ 4.34g/t from 184m- Gareth Solly's mandate, and how he and Mark split the wheel- Munda Starter Pit: 8,886oz against a 6,100oz budget- Grade reconciled 2.46g/t vs 1.80g/t — what the model missed- Recovery 89.5% vs 83% budgeted — ore or mill?- How a permitted mill site sold for A$4.4M- New 600ktpa CIL plant, not a refurb — where the A$137M goes- Approvals status and the early-2027 construction trigger- Scoping Study: 141,000oz over 56 months, A$2,843/oz AISC- Funding the build: more M&A, royalties and streams vs equity- Lindsay's, the Wardens' Court, and whether Union Jack replaces it- Spargoville, 10km from Wattle DamLEVRD 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.
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 Critica sees the most future demand for, and why- China's chokehold: ~98% gallium, ~85%+ rare earth processing, ~80%+ tungsten, ~35%+ refined tin — which one the West is furthest from solving- China's October 2025 export-control package, the 0.1% extraterritorial de minimis rule, and the two lapse dates inside the next ten weeks- Jupiter Discovery to 97% TREO oxide in 23 months- 1.8Bt @ ~1,700ppm TREO, 100% Inferred — the 145-hole infill program and when the updated SRK resource lands- The grade-tonnage curve: 1.8Bt @ 1,700ppm at a 1,000ppm cut-off vs 500Mt @ 2,200ppm at 1,800ppm — can you selectively mine it?- The 14x upgrade to 3% TREO- Gallium: nobody produces it commercially from a rare earth clay flowsheet — what work has been done- A 58% TREO carbonate and a 97% TREO oxide (25.9% magnet oxides, 2.7% yttrium, 0.66% Dy, 0.25% Tb) — who actually buys these baskets- Mt Lindsay Underground Tin/Tungsten project with a conveyor through an existing disturbed quarry, and what that means for permitting- Renison Bell at 1.48% tin vs Mt Lindsay at 0.2-0.4% — how much the tungsten changes the equation- The honest Australian advantage: permitting, geology, or allied government balance sheets- The April 2026 US-Australia Critical Minerals Framework A$5Bn tranche — Critica wasn't on the list. What gets you on it?- What it actually takes to get a US, Japanese or Korean strategic investor interested at a A$61M market capLEVRD 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.
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 that make all the sense in the world but could drag out forever, St Barbara's (ASX: SBM) cash pile burning a hole in the pocket — plus Matty's usual degenerate trading antics.More from Scott & Kamoa Capital:Website: https://kamoacap.comThe Drill Down (twice-daily newsletter): https://kamoacap.com/the-drill-downLEVRD 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.
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 @ 33.3g/t Au and 1.7% Cu, a Hillsborough Deeps hit that looks more like a copper lode than a gold one, and the $2.1 million early production circuit that underwrites a $20 million toll treating agreement before the plant is even converted.What we covered:- Macmahon's ~$240M contract, box cut progress and when the jumbo starts cutting the portal- Spotted Quoll infrastructure moved to Ravensthorpe — what it's saved off the $138M pre-production capital- Q2 CY2027 first ore: the 1-2 month slips, and whether the date holds- Development ore vs first stoping- The $60M raise — opportunistic, or a shift toward extensional growth- Kundip: 5.3m @ 33.3g/t Au, 1.7% Cu at Gem, and whether confirmatory drilling moved the reconciliation- Hillsborough Deeps: 13.5m @ 3.3g/t Au, 5.1% Cu, 26g/t Ag — true width, concentrate grade, and whether MM8 is still a gold company- The $2.1M repurposed flotation circuit and the 200,000t @ $100/dry tonne toll agreement- Lounge Lizard — validated historics, a granted lease 600m from Flying Fox portal, and the 6,700m program- McMahons pit results, Teddy Bear and the wider Forrestania target set- The Q4 CY2026 maiden Forrestania MRE — and whether Forrestania is a resource story or an infrastructure story- The bottleneck on the road to 100,000oz a year: mill, development rate or ore supplyLEVRD 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.
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 onto a polymetallic breccia 400m south of where it was aiming — the highest-value intercept in the entire program. Off the back of it, SNX has raised $12.85 million and near-doubled Phase 2 to 25,000m plus 10.5km of trenching. We go through what beat the base case, what didn't work, where the gold went, and what happens to Nevada.What we covered:- Phase 1 in review- Central Copper Zone: 400m to 800m+ of strike, and whether it's one continuous body or a stack of skarn lenses- ASDD0009's 16m @ 1.49% Cu (incl. 2m @ 4.95% Cu) vs ASDD0012's 38m @ 0.54% Cu — bulk tonnage or selective high grade- The gold question — what Phase 2's gold zones need to deliver- The polymetallic breccia: ASRC0012's 11m @ 1.15g/t Au, 108.7g/t Ag, 0.21% Cu, 4.64% Zn, 1.88% Pb — found under cover, off-target- As Safra Southeast — the IP target that was the priority going in, and how it actually rated- North Central: 15.8% Cu in rock chips over a 500m trend, never drilled- Seven live opportunities, a 5.5km corridor, a 12km geochem footprint- Phase 2: why 15,000m became 25,000m+, and whether $12.85M actually gets it done- The balance sheet — the raise, the Saudi drilling rebates and current runway- Nevada: what forced the formal commercialisation process seven weeks after "no fire sale", price expectations, and how discussions are tracking- More tenements in the Kingdom, and whether Sierra Nevada Gold is still the right nameLEVRD 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.