This week on the Cygnet Capital Podcast, we unpack the latest movements across commodity markets, strategic resource themes and emerging ASX opportunities, with a focus on copper, gold, rare earths, defence and AI infrastructure. Episode 17 explores why this remains a selective, stock-picker’s market, where the strongest opportunities continue to sit in hard assets, strategic supply chains and policy-backed growth themes despite ongoing macro volatility and restrictive financial conditions.
The episode also includes a deep dive into Aureka Limited (ASX: AKA), including the Irvine Project, Comstock production pathway and the company’s broader Victorian gold platform strategy with Managing Director James Gurry.
We also discuss favourite ideas from RIU, review recent site visit observations, highlight standout drilling results from Carnaby Resources, Caprice Resources, Waratah Minerals and Sunshine Metals, plus update the Watch List and Tigers With Spots.
Recorded: 19 May 2026
00:00 – Introduction
Episode overview, market themes and podcast introduction.
01:04 – Commodity Weekly Update
Selective markets, macro backdrop, copper outlook, gold equities, rare earths, defence and AI infrastructure.
02:42 – Topic of the Week
RIU favourite ideas including LinQ Minerals, Mammoth Minerals, Sunshine Metals, Barton Gold and Sky Metals.
12:56 – Aureka Limited (ASX: AKA)
Irvine Project, Comstock opportunity, drilling strategy and Victorian gold platform discussion with James Gurry.
22:20 – Big Hits
Carnaby Resources (ASX: CNB)
Caprice Resources (ASX: CRS)
Waratah Minerals (ASX: WTM)
Sunshine Metals (ASX: SHN)
27:14 – Tigers With Spots
BOA Resources (ASX: BOA)
30:43 – Watch List Update
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Cygnet Capital Pty Ltd is an Authorised Representative of Cygnet Securities Australia Pty Ltd AFSL 241095.
The information discussed in this podcast is general in nature and does not constitute financial advice.
Investors should conduct their own research and seek professional advice before making any investment decisions.
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