
Kaoko Copper Blitz, Talon's High-Grade Hits & St Barbara's Cash Pile - Weekly Wrap with Scott North
LEVRDShow Notes
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.com
The Drill Down (twice-daily newsletter): https://kamoacap.com/the-drill-down
LEVRD Partners
WA WATER BORES
The best water drillers in Australia
James Harrington - 0429 695 538
https://www.wawaterbores.com.au/
MINING SELECT
Find a Mining job RIGHT NOW!!
https://www.miningselect.com.au/
Download the app and start the hunt
LEVRD Socials
X ► https://x.com/mattmichaelOG
Instagram ► https://www.instagram.com/levrdmatty/
Tiktok ► https://www.tiktok.com/@levrdmatty
Facebook ► https://www.facebook.com/levrdtrading
Linkedin ► 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/fsg
This 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.
More from LEVRD
Eight days after its first 160Mt Indicated resource, Critica (ASX: CRI) put a A$2.0 billion post-tax NPV and a 48% IRR on its Jupiter rare earths project in WA. Jacob Deysel joins LEVRD to stress-test the Scoping Study: the price deck, recoveries, acid, funding and who actually buys the product.
AuKing Mining (ASX: AKN) has added Greenland to its Malawi rare earths story. MD Paul Williams returns to LEVRD with Exploration Manager Ian McBride to unpack the Qeqertaasaq niobium-rare earths earn-in, the deal terms, the uranium question and where the Tundulu maiden resource stands.
Power Minerals (ASX: PNN) has drilled its best hole yet at Morro do Ferro. MFSR-057 returned 111m @ 8.25% TREO from surface, including 51m @ 15.4%, with a peak sample of 40.5% TREO - the highest ever recorded on the project. Alistair Stephens is back with LEVRD to unpack the result, the assays still at the lab, the road to a maiden resource and why the share price hasn't followed the drill bit.
In January, Ballard Mining (ASX: BM1) said it was fully funded to FID. Now it has raised A$45 million at 66c, plus an SPP, in what it calls a challenging market. MD Paul Brennan joins LEVRD to explain why now, the A$28 million village going up before FID, pits first at Mt Ida and the road to a mid-2027 decision.
BOA Resources (ASX: BOA) has roughly doubled since MD Graeme Purcell last joined LEVRD. With 23 of 46 Ricci Lee holes now back, including 10m @ 3.60% Cu from 31m in today's results, he's back to talk shallow copper, a second lode, grade at depth and the timing of a maiden resource.