James Kirby
speaker
9,081 appearances
40 recordings
1 series
first heard Apr 2026
last heard 10 Sep
James Kirby’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 40 in all, peaking in Jul 2026 with 9.
Appearances
And the other thing they seem to get wrong is hedging and currency.
Again, is there something about gold that makes that more of an issue?
I'm sorry, Cameron, and that's been down good for a long time.
But isn't the Australian dollar now rising against the US and gold is priced in the US?
So wouldn't you think hedging would come back into play?
Now,
okay and you mentioned and we're going to
We're nearly there, folks.
We will talk names.
Don't worry.
In the next section, we will talk stocks, right?
Individual stocks.
But there's something very important that Cameron brought up, which was mergers and acquisitions and takeover plays.
The King Kong of the sector, the Goliath of the gold sector, was always Newcrest.
And they somehow managed to sell themselves there.
right smack before the best school rally we saw for whatever 30 years i mean do you think that's true first of all i mean newmont is now the big one right because they bought new crest give us an idea of what the sector looks like i mean people who don't know it they know bhp in rio and fortescue and iron ore give us a helicopter view of the stock picture that you look at every day
And they have been particularly riddled with both management and operational issues, haven't they?
They have, unfortunately.
Where are they now?
How do you read them now?
Showing 121–140 of 9,081 · page 7 of 455
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