Shows / The Morning Miner
The Morning Miner
VSA Capital is a London-based investment bank focused on natural resources and the energy transition. Our speciality is working with small and mid-cap mining companies which is where our commentary focuses. The podcast covers daily news across mining, oil and gas, and the energy transition, with a focus on company developments, project progress, and the factors driving value. We frequently discuss our clients and companies with which we seek to do business.
Episodes
The Morning MinerVSA Capital Morning Miner 191125
Midnight Sun Mining, Fortuna Mining, Bezant Resources
The Morning MinerVSA Capital Morning Miner 181125
Pulsar Helium, Kenmare, Resolute, New Frontier Minerals
The Morning MinerVSA Capital Morning Miner 171125
Sierra Madre, Myriad Uranium, Pensana, Cobra Resources, Sunrise Energy, Tamar

The Morning MinerVSA Capital Technology and Transitional Energy 13/11/2025
SSE, Rolls Royce, BAE Systems, Avon Technologies, Volex, Luceco Group, AB Dynamics, Dialight, Oxford Instruments
The Morning MinerVSA Capital Morning Miner 131125
Endeavour Mining, East Star, Atalya, Cornish Metals, Canada Nickel, Serval Resources, Tamar Resources, Ariana
The Morning MinerVSA Capital Morning Miner 121125
Panthera Resources Strategic Minerals Tamar Minerals Empire Metals Atlantic Lithium
The Morning MinerVSA Capital Morning Miner 111125
Pulsar Helium RZ Resources Simandou Iron Mine Stellar Resources
The Morning MinerVSA Capital Morning Miner 101125
CAledonia Mining, Freeport Indonesia, Strategic Minerals, Tamar Minerals
The Morning MinerVSA Capital Morning Miner 071125
Tungsten West, Asiamet Resources, Avino Silver & Gold

The Morning MinerVSA Capital Technology & Transitional Energy 051125
Palantir, Ceres Power, DotDigital, AdvancedAdvt, EnSilica, IntelliAM
The Morning MinerVSA Capital Morning Miner 051125
Myriad Uranium Midnight Sun Mining First Tin Ferro Alloy Resources Alkemy Capital
The Morning MinerVSA Capital Morning Miner 041125
myriad uranium, pulsar helium, coeur mining, new gold

The Morning MinerVSA Capital Morning Miner 031125
Mining in Mali and Ghana, Kazera Global, Vale, Panthera

The Morning MinerVSA Capital Tech & Transitional Energy 301025
@Equipmake @Google @Microsoft @MetaNewsroom @Samsung @CaterpillarInc @Computacenter @Filtronic @kromekgroup @JourneoPLC #GDWN Goodwin PLC @solidstatelogic…
The Morning MinerVSA Capital Morning Miner 301025
Empire Metals Myriad Uranium F3 Uranium Pulsar Helium Rome Resources Tamar Minerals
The Morning MinerVSA Capital Morning Miner 291025
Panthera Glencore Guardian Metal Resources Strategic Minerals
The Morning MinerVSA Capital Morning Miner 281025
Myriad Uranium Yellow Cake Harena Rare Earths Mkango Rare Earths Altona Rare Earths Pensana Rare Earths Avino Gold & Silver
The Morning MinerVSA Capital Morning Miner 271025
Rainbow Rare Earths First Tin Landore Resources Altyn Gold Greatland Resources
The Morning MinerVSA Capital Morning Miner 241025
Mkango Strategic Minerals Tamar Minerals Freeport-McMoran
The Morning MinerVSA Capital Tech & Transitional Energy 231025
#NuclearPower #DataCenters @Apple @IBM @Tesla @softcat @JLR_News SRT Marine Systems #SORA @SRT_MARINE_TECH @seraphim_space @xppower @Ilikaplc
The Morning MinerVSA Capital Morning Miner 231025
Antofagasta Guardian Metals Vast Largo Power Metals

The Morning MinerVSA Capital Morning Miner 201025
@StrategicMnrls @SilverVarden @ctlithium @AtlanticLithium @ArcMinerals @GreenxMetals
The Morning MinerVSA Capital Morning Miner 211025
#USA #Australia #mining #deal Caledonia Mining Atalaya PMET Resources

The Morning MinerVSA Capital Tech & Transitional Energy 161025
Orsted, BRoadcom, Cloudflare, Taiwan Semi, ASML, Nebius, AMD, ORacle, JP Morgan, Synectics, Oxford Instruments, Active Ops, Bites Technology, Volex

The Morning MinerVSA Capital Morning Miner 151025
loncor, chengtun, kenmare, thor exploration, panthera


The Morning MinerVSA Capital Morning Miner 101025
Luca Mining, Myriad Uranium, Guanajuato Silver, Panthera Resources, Toubani Resources
The Morning MinerVSA Capital Tech and Transitional Energy 091025
Johnson Matthey Quartix Dialight Volution Intercede Netcall Xeros Technology

The Morning MinerVSA Capital Morning Miner 081025
Panthera Resources #gold Ariana Resources McEwen Inc #copper Cornish Metals
The Morning MinerVSA Capital Morning Miner 071025
Baker Steel Resources Trust Greatland Resources Premier Africa Minerals RioTinto mitsuiandco nippon_steel


The Morning MinerVSA Capital Tech and Transitional Energy Podcast 021025
Data centres and the energy required, JLR and the auto industry,Aurrigo, Invinity, CPH2, Ceres Power, SSE, National Grid, Cyber plays, Corero Network Security…


The Morning MinerVSA Capital Morning Miner 300925 with Special Guest James Anderson of GSVR
Guanajuato Silver's James Anderson joins Andrew and Paul as well as news from Barrick, Newmont, Cornish Metals, Strategic Minerals, Tamar Resources, Mkango


The Morning MinerVSA Capital Tech & Transitional Energy 250925
JLR Halma Avingtrans Cohort Goodwin Microlise Redcentric Invinity Energy Systems Time to Act Intuitive Investment Group
The Morning MinerVSA Capital Morning Miner 250925
freeport mcmoran, midnight sun mining, myriad uranium yellowcake guanajato silver

The Morning MinerVSA Capital Morning Miner 230925
PT Timah, #Mali, Allied Gold, B2gold, Resolute Mining
The Morning MinerVSA Capital Oil & Gas Special w. Andy Matharu of Sound Energy 220925
Following Interim Results from Sound Energy plc (SOU LN) Andrew Monk and Oliver O'Donnell, CFA spoke to Andy Matharu who recently joined the company as CFO to…
The Morning MinerVSA Capital Morning Miner 220925
#copper #cobalt #gold #silver Carnaby Resources, Griffin Mining, Kavango Resources

The Morning MinerVSA Capital Tech & Transitional Energy 180925
Invinity Energy Systems, IP Group, Rolls Royce, Craneware, Eleco, Kromek Group, Judges Scientific
The Morning MinerVSA Capital Morning Miner 180925
Panthera Resources, Ivanhoe Mines, Mkango Resources, Griffin Mining


The Morning MinerVSA Capital Morning Miner 150925
Andrada Mining, Mkango Resources, Panthera, Litigation Capital Management
