This week on the Cygnet Capital Podcast, we examine the growing importance of supply security, strategic minerals and capital allocation as governments and markets respond to an increasingly fragmented global economy.

Episode 19 explores the recent sell-off in gold and silver, the implications of US Treasury refinancing requirements, rare earth supply chain localisation and the emerging divide between AI-driven productivity gains and resource-driven scarcity. We also discuss why critical minerals are increasingly being viewed as strategic assets supported by government policy, funding and industrial priorities.

The episode also includes a review of Talius Group (ASX: TAL), examining its transition toward a healthcare technology platform focused on aged care digitisation, recurring revenue growth and AI-enabled care management.

We also highlight recent drilling and exploration results from White Cliff Minerals (ASX: WCN), Kalamazoo Resources (ASX: KZR) and LinQ Minerals (ASX: LNQ), alongside updates across the Watch List and portfolio positions.

Recorded: 23 June 2026

Commodity Weekly Update

AI versus scarcity, gold and silver, rare earths, Treasury markets, strategic minerals and supply chain localisation.

Company Review

Talius Group (ASX: TAL)

Big Hits

White Cliff Minerals (ASX: WCN)

Kalamazoo Resources (ASX: KZR)

LinQ Minerals (ASX: LNQ)

Watch List Update

Bioxyne (ASX: BXN)

Island Pharmaceuticals (ASX: ILA)

Ioneer Ltd (ASX: INR)

Ballymore Resources (ASX: BMR)

Terra Metals (ASX: TM1)

Barton Gold (ASX: BGD)

Carnaby Resources (ASX: CNB)

Broken Hill Mines (ASX: BHM)

Savannah Goldfields (ASX: SVG)

Previous Podcast Episodes | Daily Market Updates

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.

Hosted on Acast. See acast.com/privacy for more information.

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.

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.

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.

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.

Recorded: 26th of May

Introduction

Episode overview, market themes and podcast introduction.

Commodity Weekly Update

AI-driven productivity, resource-driven inflation, supply security, critical minerals, government policy and strategic resource positioning.

Armchair Analyst

TTX biomaterial platform, partnership strategy, regulatory catalysts, commercial opportunities, valuation framework and key risks.

Special Guest: Patrick Walta, Broken Hill Mines (ASX: BHM)

Pinnacles, production growth, hub-and-spoke strategy, silver exposure, underground opportunities and long-term growth plans.

Big Hits

Ballymore Resources (ASX: BMR)

Fin Resources (ASX: FIN)

Stellar Resources (ASX: SRZ)

Black Canyon (ASX: BCA)

Tigers With Spots

Copper-gold exploration opportunity at the Cactus Copper-Gold Project.

Watch List Update

• Bioxyne (ASX: BXN) – $50M German supply agreement supporting European growth.

• Island Pharmaceuticals (ASX: ILA) – strengthened biodefence and regulatory capability.

• Ioneer (ASX: INR) – boron exposure supporting US critical mineral supply chains.

• Terra Metals (ASX: TM1) – advancing the Dante PGM-copper-nickel discovery.

• Barton Gold (ASX: BGD) – progressing its South Australian gold platform.

• Carnaby Resources (ASX: CNB) – continuing resource growth at Greater Duchess.

• Broken Hill Mines (ASX: BHM) – strong production growth and operational momentum.

• Somerset Minerals (ASX: SMM) – district-scale copper opportunity at Coppermine.

• Rumble Resources (ASX: RTR) – non-dilutive funding supporting Western Queen.

• Savannah Goldfields (ASX: SVG) – funding package supporting Agate Creek restart.

Previous Podcast Episodes | Daily Market Updates

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.

Hosted on Acast. See acast.com/privacy for more information.