『Cygnet Capital Podcast | Ep 14 | Commodities, Bioyne Overveiw and Guest Rob Watkins from Carnaby Resources』のカバーアート

Cygnet Capital Podcast | Ep 14 | Commodities, Bioyne Overveiw and Guest Rob Watkins from Carnaby Resources

Cygnet Capital Podcast | Ep 14 | Commodities, Bioyne Overveiw and Guest Rob Watkins from Carnaby Resources

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今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

 This week on the Cygnet Capital Podcast, the team unpacks the key macro and commodity themes shaping markets, from energy security and gold to copper, silver and lithium.We are also joined by Rob Watkins from Carnaby Resources to discuss the Greater Duchess Project, recent high grade drilling results and the company’s pathway toward first copper-gold production in the second half of 2026.Timestamps00:01:33 Introduction and Commodity Update00:09:46 Rob Watkins, Carnaby Resources00:20:22 Bioxyne Limited00:25:33 Big Hits 00:25:39 Aureka Limited00:27:57 Patagonia Lithium00:30:40 Great Boulder Resources00:32:16 Tigers With Spots - HRE00:35:52 Watch List00:36:09 New Charity00:37:12 Watch List Portfolio00:41:37 Wrap UpIn this episode we cover:• Macro and commodities, including energy security, gold, silver, copper, lithium and the implications of escalating geopolitical risk• Bioxyne Limited (ASX: BXN) and its growing GMP pharmaceutical manufacturing platform across medicinal cannabis, psilocybin and MDMA• Carnaby Resources (ASX: CNB) with Rob Watkins, including Greater Duchess, recent Trek 1 drilling and the pathway toward first production• Big Hits across Aureka Limited (ASX: AKA), Patagonia Lithium (ASX: PL3) and Great Boulder Resources (ASX: GBR)• Tigers With Spots featuring Heavy Rare Earths Ltd (ASX: HRE)• Watch list updates and the announcement of the McGrath Foundation as the next charity supported through the podcastRecorded: 31 March, 2026Connect with Cygnet CapitalWebsite: https://www.cygnetcapital.com.auLinkedIn: https://www.linkedin.com/company/cygnet-capitalDisclaimerInformation discussed is general in nature and does not constitute personal or financial advice. Past performance is not indicative of future results. Please consider your objectives and circumstances and seek independent advice if required.Cygnet Capital Pty Ltd | Authorised Representative of Cygnet Securities Australia Pty Ltd | AFSL 241095.

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