Live from Resources Rising Stars on the Gold Coast, James runs through a huge list of company conversations from the floor — gold plays including Saturn Metals, Great Boulder, Great Southern and Gateway Mining, lithium exposure via PMET's James Bay project in Quebec, high-purity alumina producer Advanced Engineered Materials, and tin-tungsten-silver story Sky Metals. Plus takeaways from keynote speaker Charlie Aitken on how small the resources sector still is as a share of global indices, and a cycle-clock check-in with Line Selection Group's Hedley Widdup. Heath Moss joins from Adelaide for the market wrap — US equities sitting on prior highs with September seasonality weighing, yields pushing toward 2025 highs ahead of a critical CPI print, copper at fresh records near $6.90/lb, gold holding above $4,400/oz, and why Heath's steering clients toward globally-exposed Australian names over banks and discretionary retail. Plus AFL and NRL finals tips to close it out.
","author_name":"Muskets at Dawn Pty Ltd"}