Is It Too Late to Break China's Minerals Grip? (Henry Sanderson)

Is It Too Late to Break China's Minerals Grip...

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Here Comes the Scandium Supercycle (Koala)

The Koala is back on the show. Our favourite pseudonymous investor joins to unpack the most niche commodity story in the market: scandium, a metal with barely 80 tonnes of annual production that Bloom Energy's fuel cells have suddenly made indispensable to the AI buildout.With sh ...  Show more

Why Small Caps Are Trading Too Cheap (Matt Griffin)

Matt Griffin is back. Two years on from his last chat with us, the Maple-Brown Abbott small caps PM returns to unpack a macro-dominated FY26 that saw 75% of active managers underperform the index.It's a full tour of the small cap resources landscape, from gold to uranium, alumini ...  Show more

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