{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/69d73b5934b90cef2bd16288/6ac6f69cc40b6891f93322b4?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"6 Aussie miners winning thanks to AI and robotics","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/69d73b5934b90cef2bd16288/1791424252936-1f82bf5c-db3a-44ed-98a9-291ef982c868.jpeg?height=200","description":"<p>Which Aussie mining stocks are benefiting big from AI and robotics? We asked two expert for their take.</p><p><br></p><p>Tencap’s Jun Bei Liu and Sage Capital’s Sean Fenton tell us their call on 6 players, plus give their analysis of two lithium darlings.</p><p><br></p><p><strong>Stocks Covered:</strong></p><p>Iluka Resources (ASX: ILU)</p><p>Alcoa Corporation (ASX: AAI)</p><p>BHP Group (ASX: BHP)</p><p>Capstone Copper (ASX: CSC)</p><p>Liontown (ASX: LTR)</p><p>PLS Group (ASX: PLS)</p><p><br></p><p><strong>Chapters:</strong></p><p>00:11 Iluka: Rare Earths or Too Soon?</p><p>02:33 Alcoa: More Supply or More Demand?</p><p>05:55 BHP: Copper Upside, Iron Ore Drag</p><p>07:41 Capstone: A Riskier Copper Bet</p><p>09:21 Liontown: Why Both Say Sell</p><p>12:00 Pilbara: Lithium’s Strongest Buy?</p><p><br></p><p>This episode was recorded 29th September 2026.</p><p><br></p><p>———</p><p><br></p><p><strong>Want more Equity Mates?</strong> Across books, podcasts, video and email, however you want to learn about investing – <a href=\"https://linktr.ee/equitymates\" rel=\"noopener noreferrer\" target=\"_blank\">we’ve got you covered</a>.</p><p><br></p><p><strong>Keep up with the news moving markets</strong> with our <a href=\"https://tinyurl.com/2saau2ky\" rel=\"noopener noreferrer\" target=\"_blank\">daily newsletter</a> and podcast (<a href=\"https://tinyurl.com/yxm3mm2c\" rel=\"noopener noreferrer\" target=\"_blank\">Apple</a> | <a href=\"https://tinyurl.com/299dedpd\" rel=\"noopener noreferrer\" target=\"_blank\">Spotify</a>)</p><p><br></p><p><strong>Want more from Buy or Sell host Ally? Check out Basis Points</strong></p><ul><li>Listen to the podcast (<a href=\"https://tinyurl.com/2zmumf7v\" rel=\"noopener noreferrer\" target=\"_blank\">Apple</a> | <a href=\"https://tinyurl.com/mr4x8tae\" rel=\"noopener noreferrer\" target=\"_blank\">Spotify</a>)</li><li>Watch on <a href=\"https://tinyurl.com/yc596wem\" rel=\"noopener noreferrer\" target=\"_blank\">YouTube</a></li><li>Subscribe to the weekly <a href=\"https://basispoints.beehiiv.com/\" rel=\"noopener noreferrer\" target=\"_blank\">email</a></li></ul><p><br></p><p>———</p><p><br></p><p>In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.</p><p><br></p><p>———</p><p><br></p><p>Buy or Sell is a product of Equity Mates Media.</p><p>This podcast is intended for education and entertainment purposes only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence.</p><p><br></p><p>Equity Mates Media operates under Australian Financial Services Licence 540697.</p>","author_name":"Equity Mates Media"}