QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV AU 850 — Copper Fever

QAV AU 850 — Copper Fever

Dec 17, 2025 | , , ,

In this episode, Cameron and Tony sur­vey a mar­ket that’s los­ing some momen­tum in iron ore while rapid­ly piv­ot­ing toward cop­per as the next struc­tur­al com­mod­i­ty sto­ry. They unpack Fortescue’s move into Peru­vian cop­per, the impli­ca­tions of slow­ing Chi­nese infra­struc­ture invest­ment, and why AI data cen­tres are tur­bo-charg­ing cop­per demand glob­al­ly. The dis­cus­sion ranges from takeover bat­tles in West African gold, Buf­fett suc­ces­sion intrigue at Berk­shire Hath­away, and a sharp cri­tique of Australia’s com­pen­sa­tion schemes for failed invest­ment prod­ucts. The episode clos­es with a deep “pulled pork” analy­sis of Aeris Resources, explor­ing why cop­per-gold pro­duc­ers are back on the QAV buy list despite cap­i­­tal-rais­ing risks.

QAV AU 849 — Shake the Tree and Let the Nuts Fall Out

QAV AU 849 — Shake the Tree and Let the Nuts Fall Out

Dec 10, 2025 | , , ,

This week Tony and I wan­der through a very QAV-ish mix of mar­ket weird­ness, port­fo­lio updates, almond con­spir­a­cies, and Bond-lev­­el misog­y­ny. COG and ERD get the chop, AMA con­sol­i­dates, sev­er­al new stocks rotate in, and the dum­my and Light port­fo­lios con­tin­ue to absolute­ly embar­rass the index. Tony reveals his own mon­ster year, we unpack strange board moves at Aeris Resources, applaud EarlyPay’s buy­back, and then TK deliv­ers a beau­ti­ful­ly nerdy pulled pork on Select Har­vest (SHV)— com­plete with bee-logis­tics, frost-blow­ers, and almond geopol­i­tics. We fin­ish with digres­sions into Alien Earth, bac­carat, Tik­Tok nutri­tion fear-mon­ger­ing, and Tony’s race­horse win­ning at 26-to‑1. A nor­mal episode, in oth­er words.

QAV AU 848 — ASX Meltdown, Bauxite Boom, and the Case of the Vanishing CEO

QAV AU 848 — ASX Meltdown, Bauxite Boom, and the Case of the Vanishing CEO

Dec 3, 2025 | , , ,

Tony and Cam roll into the final month of 2025 with a wide-rang­ing episode that swings from the ASX’s lat­est tech­nol­o­gy break­down to fund-man­ag­er out­per­for­mance, com­mod­i­ty whiplash, and a fresh pulled-pork on Metro Min­ing. Along the way they dig into Tower’s results, the ongo­ing Eroad saga, Fleetwood’s abrupt CEO exit, Finbar’s expo­sure to esca­lat­ing WA con­struc­tion costs, and the sud­den return of cop­per, plat­inum, zinc, and steel to the buy list. Tony breaks down why boehmite and baux­ite are shap­ing up as the next big strate­gic com­mod­i­ty sto­ry with a pulled pork on MMI (Metro Min­ing), while Cam wraps with a reflec­tion on longevi­ty, friend­ship, and a centenarian’s hard-won life lessons.

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