Cygnet Capital Podcast
Claim This Podcastby Cygnet Capital Pty Ltd
Podcast Overview
<p>The Cygnet Capital Finance Podcast delivers weekly insights on ASX markets, commodities, resources, and small-cap investments. </p><br><p>Hosted by the Cygnet Capital team, each episode explores market trends, company developments, and investment strategies shaping Australia’s financial landscape. </p><br><p>Hear concise, data-driven analysis and expert commentary designed for investors, analysts, and finance professionals seeking clarity in a fast-moving market.</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
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Publishing Since
10/27/2025
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Recent Episodes
May 29, 2026
Cygnet Podcast | Ep 18 | Critical Minerals, Tetratherix discussion & Guest Patrick Walta from Broken Hill Mines
<p>This week on the Cygnet Capital Podcast, we unpack the structural shifts shaping commodities, capital markets and resource investing, with a focus on critical minerals, supply security, artificial intelligence and emerging ASX opportunities.</p><br><p>Episode 18 explores the growing divide between productivity-driven industries and resource-constrained sectors, examining how AI, government policy and strategic resource development are reshaping capital allocation. The discussion covers copper, rare earths and uranium as increasingly strategic assets, alongside the growing importance of localisation, downstream processing and supply chain security.</p><p>The episode also includes an Armchair Analyst deep dive into TTX, exploring its biomaterial platform, commercialisation strategy, partnership model, regulatory pathways and valuation framework across dental, orthopaedic, oncology and nasal drug delivery applications.</p><br><p>We’re also joined by Patrick Walta, Managing Director of Broken Hill Mines (ASX: BHM), discussing Pinnacles, the transition toward a hub-and-spoke operating model, production growth, silver exposure and the company’s long-term strategy within the Broken Hill district. Big Hits this week includes Ballymore Resources, Fin Resources, Stellar Resources and Black Canyon, while Tigers With Spots focuses on a newly funded copper-gold explorer with exposure to the Cactus Copper-Gold Project in Utah.</p><br><p>Recorded: 26th of May </p><br><p>Introduction</p><p>Episode overview, market themes and podcast introduction.</p><br><p>Commodity Weekly Update</p><p>AI-driven productivity, resource-driven inflation, supply security, critical minerals, government policy and strategic resource positioning.</p><br><p>Armchair Analyst</p><p>TTX biomaterial platform, partnership strategy, regulatory catalysts, commercial opportunities, valuation framework and key risks.</p><br><p>Special Guest: Patrick Walta, Broken Hill Mines (ASX: BHM)</p><p>Pinnacles, production growth, hub-and-spoke strategy, silver exposure, underground opportunities and long-term growth plans.</p><br><p>Big Hits</p><p>Ballymore Resources (ASX: BMR)</p><p>Fin Resources (ASX: FIN)</p><p>Stellar Resources (ASX: SRZ)</p><p>Black Canyon (ASX: BCA)</p><br><p>Tigers With Spots</p><p>Copper-gold exploration opportunity at the Cactus Copper-Gold Project.</p><br><p>Watch List Update</p><p>• Bioxyne (ASX: BXN) – $50M German supply agreement supporting European growth.</p><p> • Island Pharmaceuticals (ASX: ILA) – strengthened biodefence and regulatory capability.</p><p> • Ioneer (ASX: INR) – boron exposure supporting US critical mineral supply chains.</p><p> • Terra Metals (ASX: TM1) – advancing the Dante PGM-copper-nickel discovery.</p><p> • Barton Gold (ASX: BGD) – progressing its South Australian gold platform.</p><p> • Carnaby Resources (ASX: CNB) – continuing resource growth at Greater Duchess.</p><p> • Broken Hill Mines (ASX: BHM) – strong production growth and operational momentum.</p><p> • Somerset Minerals (ASX: SMM) – district-scale copper opportunity at Coppermine.</p><p> • Rumble Resources (ASX: RTR) – non-dilutive funding supporting Western Queen.</p><p> • Savannah Goldfields (ASX: SVG) – funding package supporting Agate Creek restart.</p><br><p>Previous Podcast Episodes | Daily Market Updates</p><br><p>Cygnet Capital Pty Ltd is an Authorised Representative of Cygnet Securities Australia Pty Ltd AFSL 241095.</p><p>The information discussed in this podcast is general in nature and does not constitute financial advice.</p><p>Investors should conduct their own research and seek professional advice before making any investment decisions.</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
May 22, 2026
Cygnet Capital Podcast | Ep 17 | Copper & Gold, ASX Small Cap Opportunities and Guest James Gurry from Aureka Gold
<p>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.</p><br><p>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.</p><br><p>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.</p><br><p>Recorded: 19 May 2026</p><br><p>00:00 – Introduction</p><p>Episode overview, market themes and podcast introduction.</p><br><p>01:04 – Commodity Weekly Update</p><p>Selective markets, macro backdrop, copper outlook, gold equities, rare earths, defence and AI infrastructure.</p><br><p>02:42 – Topic of the Week</p><p>RIU favourite ideas including LinQ Minerals, Mammoth Minerals, Sunshine Metals, Barton Gold and Sky Metals.</p><br><p>12:56 – <a href="https://aureka.com.au/" rel="noopener noreferrer" target="_blank">Aureka Limited</a> (ASX: AKA)</p><p>Irvine Project, Comstock opportunity, drilling strategy and Victorian gold platform discussion with James Gurry.</p><br><p>22:20 – Big Hits</p><p><a href="https://carnabyresources.com.au/" rel="noopener noreferrer" target="_blank">Carnaby Resources</a> (ASX: CNB)</p><p><a href="https://www.capriceresources.com/" rel="noopener noreferrer" target="_blank">Caprice Resources</a> (ASX: CRS)</p><p><a href="https://waratahminerals.com/" rel="noopener noreferrer" target="_blank">Waratah Minerals</a> (ASX: WTM)</p><p><a href="https://shnmetals.com.au/" rel="noopener noreferrer" target="_blank">Sunshine Metals </a>(ASX: SHN)</p><br><p>27:14 – Tigers With Spots</p><p><a href="https://boaresources.com/" rel="noopener noreferrer" target="_blank">BOA Resources</a> (ASX: BOA)</p><br><p>30:43 – Watch List Update</p><ul><li><a href="https://terrametals.com.au/" rel="noopener noreferrer" target="_blank">Terra Metals Limited </a> - emerging as a well-funded PGM-copper-nickel discovery story at Dante, supported by high-grade drilling, a growing 1.6Moz PGE3 resource and strong funding for continued expansion and development work through 2026.</li><li><a href="https://somersetminerals.com.au/" rel="noopener noreferrer" target="_blank">Somerset Minerals</a> - building a district-scale copper story at Coppermine, where strong drilling results, deep geophysical targets and multiple regional prospects support ongoing discovery and resource growth potential through 2026.</li><li><a href="https://brokenhillmines.com/" rel="noopener noreferrer" target="_blank">Broken Hill Mines Limited</a> - delivered a strong March quarter production increase at the Rasp mine, supported by higher throughput, mining lease extensions to 2047 and long-term processing agreements that strengthen its production growth outlook.</li><li><a href="https://www.ioneer.com/" rel="noopener noreferrer" target="_blank">Ioneer Ltd</a> - Ioneer’s Rhyolite Ridge project is positioned to support US critical mineral supply chains through boron production, with growing strategic relevance across defence and industrial applications alongside potential government-backed funding support.</li><li><a href="https://bartongold.com.au/" rel="noopener noreferrer" target="_blank">Barton Gold</a> - Barton Gold controls a large South Australian gold platform with significant resource scale, strategic infrastructure advantages and a staged pathway back toward production supported by higher-grade ore and development optionality.</li><li><a href="https://carnabyresources.com.au/" rel="noopener noreferrer" target="_blank">Carnaby Resources</a> - advancing as a copper-gold development story at Greater Duchess, where high-grade drilling continues to support resource growth, stronger project economics and increasing development scale.</li><li><a href="https://rumbleresources.com.au/" rel="noopener noreferrer" target="_blank">Rumble Resources Ltd</a> - Rumble Resources has secured non-dilutive funding to support Western Queen development activities, strengthening the balance sheet and advancing the project closer toward production.</li><li><a href="https://savannahgoldfields.com/" rel="noopener noreferrer" target="_blank">Savannah Goldfields</a> - strengthened its balance sheet through a funding package supporting the Agate Creek mining restart, exploration activity and broader production recovery plans in Far North Queensland.</li></ul><p><br></p><p><a href="https://linktr.ee/CygnetCapitalPtyLtd" rel="noopener noreferrer" target="_blank">Previous Podcast Episodes</a> | <a href="https://u47569797.ct.sendgrid.net/ls/click?upn=u001.NTAVHkSxd6e9Q-2B0yXZahmwk1qldcSCgYRoydsnK5kfm81SrjFDKBoeMBQh-2BK5LKTgP86W8A0enrA0pXMwCAmvw-3D-3DnKhL_sgLFtkOknmgpFNqcLs17EhlOan7UJ1Rpu0AzDVXnxLZniwKipZ1PRBmaTx-2FTV90gCL5HhzWkPh-2FBuUte91PjvLKYJGXOriDoHSd40eEbT1VFXZBaIJXV4oWTpqm-2Bd7tQNw56tMcH0E0LcuPzsNO2O1wl-2B8z-2BpIRqg5-2FNbPTIFtk-2BtWSi1xi6DVA-2Fgv9O2DX1RYYFWIQygH3tE6J02K84Eg-3D-3D" rel="noopener noreferrer" target="_blank"><u>Daily Market Updates</u></a> </p><br><p>Cygnet Capital Pty Ltd is an Authorised Representative of Cygnet Securities Australia Pty Ltd AFSL 241095.</p><br><p>The information discussed in this podcast is general in nature and does not constitute financial advice.</p><p>Investors should conduct their own research and seek professional advice before making any investment decisions.</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
May 1, 2026
Cygnet Capital Podcast | Ep 16 | Entropy Neurodynamics, Lode Resources & Guest Dr James Garner, Percheron Therapeutics
<p>This week on the Cygnet Capital Podcast, we unpack the latest movements across commodity markets, with a focus on the Australia–US critical minerals deal, policy driven shifts and evolving sector dynamics across the ASX.</p><br><p>Episode 16 explores the shift from geopolitics back to policy and earnings, strength across lithium, uranium and copper, and easing pressure in energy markets. The episode's discussion also includes Andrew's deep dive into Entropy Neurodynamics; a special guest segment with Dr James Garner, CEO of Percheron Therapeutics; Big Hits highlighting key drilling results from FIN Resources, Hawk Resources and Argent Minerals; Tigers With Spots focusing on an undervalued opportunity with strong rerate potential, Lode Resources; and an update to the Watchlist.</p><br><p>Recorded: 28th April, 2026</p><br><p>Introduction</p><p>Recap of last week’s episode, overview of key themes and introduction of special guest Dr James Garner from Percheron Therapeutics.</p><br><p>Commodity Overview</p><p>Policy, earnings and the Australia–US critical minerals deal.</p><p>Strength across lithium, uranium and copper.</p><p>Energy markets easing as oil risk premium unwinds.</p><br><p>Entropy Neurodynamics</p><p>Overview of Entropy Neurodynamics, its IV psilocin platform, clinical strategy and key upcoming catalysts.</p><br><p>Special Guest: Dr James Garner, Percheron Therapeutics</p><p>Discussion of recent data, Phase 2 progression and key milestones ahead.</p><br><p>Big Hits</p><p>Key drilling results and exploration updates across selected companies, highlighting standout intercepts and near term catalysts.</p><br><p>FIN Resources (ASX: FIN)</p><p>Sulphide hosted gold system drilling at Cabin Lake confirming scale and continuity ahead of assays.</p><br><p>Hawk Resources (ASX: HWK)</p><p>Shallow, high grade copper mineralisation at the Cactus Project with strong continuity across a 1km corridor.</p><br><p>Argent Minerals (ASX: ARD)</p><p>Broad polymetallic intercepts at Kempfield extending mineralisation at depth, with gold rich zones emerging as a</p><p>secondary upside driver.</p><br><p>Tigers With Spots</p><p>Companies we believe are undervalued relative to their asset base and catalysts, with potential for significant rerating.</p><p>This episode, we highlight Lode Resources, a development stage asset with exposure to silver, antimony, tin and strategic critical minerals.</p><br><p>Watch List Update</p><p>Updates to the hypothetical $10,000 portfolio, where performance above the initial investment is donated to charity by Cygnet Capital on a semi-annual basis. This segment reviews portfolio changes, with positions adjusted based on evolving company developments and valuation frameworks.</p><br><p>Wrap-Up</p><p>Episode summary and closing remarks.</p><br><p>Connect with Cygnet Capital</p><p>Website: <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbXVNZ0lyTU92ejdYenZjeUtXN0szR3Z4UzRIUXxBQ3Jtc0tueGVXTzFnUFNEN2hDTnJBV3BReDYyZHhnVXBVUHBieW5rSzFWU0ZsZUI1a29Mb2VKbm5sZ1N0WHdNTzhvUDFXZ25oYlpPczY3dlJaM0ZscFhFU1FKeUk1WEgzUWQ0SzBqR1RXb01qMU1NQ0pEQWt2cw&q=https%3A%2F%2Fwww.cygnetcapital.com.au%2F&v=oP_Mo4APeMU" rel="noopener noreferrer" target="_blank">https://www.cygnetcapital.com.au</a></p><p>LinkedIn: <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbVNiakFZY3Voa3FnQVhpekliQjVLd284UkdEZ3xBQ3Jtc0tuRHJ2Q2p6SUYzeVRNbEpzVkdKM1NWbGJLbk4xUnNjb1JtU1F3aUd6MlVmcE9ST3A2VXVETG9PTUJPU0lMeXpZRlF2djdrTFdicEh4XzNZTXRMQXd6ZUNoRUEwdGFfdmFIaFl3VmZFQnY5X194SG9PQQ&q=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcygnet-capital&v=oP_Mo4APeMU" rel="noopener noreferrer" target="_blank"> <img src="https://www.gstatic.com/youtube/img/watch/social_media/linkedin_1x.png"> / cygnet-capital </a></p><br><p>Disclaimer</p><p>Information 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.</p><br><p>Cygnet Capital Pty Ltd | Authorised Representative of Cygnet Securities Australia Pty Ltd | AFSL 241095.</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
11 total episodes available
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- What is Cygnet Capital Podcast?
<p>The Cygnet Capital Finance Podcast delivers weekly insights on ASX markets, commodities, resources, and small-cap investments. </p><br><p>Hosted by the Cygnet Capital team, each episode explores market trends, company developments, and investment strategies shaping Australia’s financial landscape. </p><br><p>Hear concise, data-driven analysis and expert commentary designed for investors, analysts, and finance professionals seeking clarity in a fast-moving market.</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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