QAV AU 825 — Bombs, Billboards & Bargain Buys

by | Jun 25, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

It’s cold, the mar­kets are weird, and the boys are back. Cameron and Tony kick things off with oil-patch whiplash, Iran–Israel the­atre, and Trump’s “Mis­sion Accom­plished 2.0” tweet-storms. Port­fo­lio num­bers, con­fes­sion-sea­son land-mines, and sud­den 30 % face-plants (look­ing at you, **AMI**) fol­low. Tony spot­lights sur­prise win­ners (**OML**, **SHA**, **SRG**, **GNG**) and takeover bait (**STO**, **THL**), while ASX cops an ASIC probe for drop­ping the tech ball. Virgin’s sec­ond-shot IPO, Karoon’s Brazil­ian land-grab, and a pulled-pork deep dive on **COG** round out the finance. After hours: jazz-piano Gold­blum, Kelly’s Heroes, and Peter Ellyard’s octo­ge­nar­i­an opti­mism. 

QAV 805 — Whack A Mole

by | Feb 5, 2025 | Blog, Investing Podcast, Podcast Episodes

In this episode record­ed on Feb­ru­ary 4, 2025, we dive into the impact of recent US tar­iff imple­men­ta­tions and their imme­di­ate retrac­tion. We also dis­cuss the res­ig­na­tion of Res­olute Min­ing’s CEO fol­low­ing his deten­tion in Mali and its effect on the company’s share price, TK explains the Ricar­do effect on nation­al eco­nom­ic strat­e­gy, the col­lapse of Mosa­ic Brands, reg­u­la­to­ry approval for FND, and a ‘Pulled Pork’ seg­ment on Aure­lia Met­als (AMI), cov­er­ing the com­pa­ny’s his­to­ry, cur­rent sta­tus, and future pro­jec­tions amid the boom­ing gold prices. In After Hours, they offer trib­utes to Mar­i­anne Faith­ful and dis­cuss pop cul­ture, includ­ing ‘Rogue Heroes’ and ‘Inland Empire’, Nazi pro­pa­gan­da and 20th-cen­tu­ry Russ­ian lit­er­a­ture.

Is Aurelia Metals Limited (ASX:AMI) a Value Stock?

by | Oct 24, 2024 | Blog, Stock Tips

QAV Stock Invest­ment Report: Aure­lia Met­als Lim­it­ed (AMI) Overview of the Com­pa­ny Aure­lia Met­als Lim­it­ed oper­ates with­in the min­ing and met­als indus­try, focus­ing on the explo­ration and pro­duc­tion of min­er­al prop­er­ties in Aus­tralia. The...
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