LEVRD
LEVRD gives exclusive access to a Mining Engineer /Jumbo Operator running a personal Resources hedge fund using CFD's. Listen to the celebrations and blowups of trading stocks for a living.
- Indexed episodes, last 90 days
- 32
- Latest publication
- Sep 29, 2026
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- Earliest in this view
- Jul 6, 2026
Latest episodes
7 Previous Owners of Gum Creek, but Horizon Gold Has a New Plan: Scott Williamson, MD (ASX: HRN) (opens the original)
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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
Is 2Moz Already at the Lab? Paul Brennan, MD Ballard Mining (ASX: BM1) (opens the original)
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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 drillin
Copper in Every Hole: 14m @ 2.49% Cu at Ricci Lee - Graeme Purcell, MD BOA Resources (ASX: BOA) (opens the original)
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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
Liontown to Mt Moss: Sunshine Metals' Path to Gold in 2027 - MD Damien Keys (ASX: SHN) (opens the original)
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Sunshine Metals (ASX: SHN) has just released its updated Liontown gold study, and Managing Director Damien Keys joins LEVRD to unpack it: $179.8 million of net operating cashflow, AISC of $2,579/oz and a maximum cash drawdown of just $5.5 million. We cover the Mt Moss plant build, the 220km haul, the funding, the base-metal upside and the hunt for a second Pajingo at Sybil. WHAT WE COVERED - The updated Liontown study: what changed since February, and is it a better project or just a bigger one
1st Tundulu Assays: 91m @ 1.51% TREO, 1,000m hole next: Paul Williams, MD AuKing Mining (ASX: AKN) (opens the original)
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AuKing Mining (ASX: AKN) has spent five months turning itself into a Malawi rare earths company. Managing Director Paul Williams joins LEVRD to go through the first assays from Tundulu, the six projects bought from Tusker Minerals, how the basket stacks up against Lindian's Kangankunde and Mkango's Songwe Hill, and how a company with A$1.33 million in the bank funds a maiden resource. WHAT WE COVERED - Five months, six projects — what AuKing is turning into - The Tusker Minerals relationship and
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