What podcasts say about Ivan Murphy

Every statement, with the speaker, the exact quote and the moment it was said.

What Ivan Murphy has said on podcasts

11 statements · 7 positive · 2 negative · 2 neutral

on Hard-rock rare-earth projectsNegativeOct 18, 2026· The Sunday Roast
Hard-rock rare-earth projects require more time, complexity, and capital than ionic-clay projects.
“Hard rock projects are great, but they're going to take much longer and they're going to be much more complicated and they're going to need a lot more money.”
Listen at 8:31
Open the episode · S12 Ep14: Sunday Roast featuring Harena Rare Earths Plc + 12 Stocks Of 2026 Quarterly Review #HREE #DGQ #SVNS #ARS #BZT #EPP #SVML #GMET #XTR #AMRQ #JLP #AJAX #REV #INC #LMIN #TAR #HALO
on Harena Rare Earths Ampasindava ProjectPositiveOct 18, 2026· The Sunday Roast
Harena can begin production in 2028, approximately 22–24 months after the interview.
“we can be in production in about 22-24 months so in 2028”
Listen at 10:11
Open the episode · S12 Ep14: Sunday Roast featuring Harena Rare Earths Plc + 12 Stocks Of 2026 Quarterly Review #HREE #DGQ #SVNS #ARS #BZT #EPP #SVML #GMET #XTR #AMRQ #JLP #AJAX #REV #INC #LMIN #TAR #HALO
on Harena Rare Earths Ampasindava ProjectNeutralOct 18, 2026· The Sunday Roast
Harena estimates production startup costs at approximately 150 million for 600,000 tonnes of proven rare earths.
“our whole get into production cost from our 600,000 tonnes of proven... rare earths is about 150 million”
Listen at 12:24
Open the episode · S12 Ep14: Sunday Roast featuring Harena Rare Earths Plc + 12 Stocks Of 2026 Quarterly Review #HREE #DGQ #SVNS #ARS #BZT #EPP #SVML #GMET #XTR #AMRQ #JLP #AJAX #REV #INC #LMIN #TAR #HALO
on Harena Rare Earths Ampasindava ProjectPositiveOct 18, 2026· The Sunday Roast
Harena’s project has an estimated NPV of approximately 350 million under low-case pricing.
“the NPV it gives us, which is about 350 million on the low case pricing”
Listen at 12:39
Open the episode · S12 Ep14: Sunday Roast featuring Harena Rare Earths Plc + 12 Stocks Of 2026 Quarterly Review #HREE #DGQ #SVNS #ARS #BZT #EPP #SVML #GMET #XTR #AMRQ #JLP #AJAX #REV #INC #LMIN #TAR #HALO
on Harena Rare Earths exploitation permitPositiveOct 18, 2026· The Sunday Roast
Harena’s exploitation permit allows it to advance its pilot plant, laboratory, and environmental work.
“what it allows us to do is to move forward with the pilot plant and the lab, complete our environmental work”
Listen at 14:33
Open the episode · S12 Ep14: Sunday Roast featuring Harena Rare Earths Plc + 12 Stocks Of 2026 Quarterly Review #HREE #DGQ #SVNS #ARS #BZT #EPP #SVML #GMET #XTR #AMRQ #JLP #AJAX #REV #INC #LMIN #TAR #HALO
on Mining projects’ environmental and social policiesNegativeOct 18, 2026· The Sunday Roast
Mining projects fail without proper environmental and social policies and structures.
“The projects don't work if you don't do that properly.”
Listen at 15:40
Open the episode · S12 Ep14: Sunday Roast featuring Harena Rare Earths Plc + 12 Stocks Of 2026 Quarterly Review #HREE #DGQ #SVNS #ARS #BZT #EPP #SVML #GMET #XTR #AMRQ #JLP #AJAX #REV #INC #LMIN #TAR #HALO
on Harena Rare Earths US government fundingPositiveOct 18, 2026· The Sunday Roast
Harena regularly receives funding from the US government.
“we are a regular recipient of money from the US government”
Listen at 23:26
Open the episode · S12 Ep14: Sunday Roast featuring Harena Rare Earths Plc + 12 Stocks Of 2026 Quarterly Review #HREE #DGQ #SVNS #ARS #BZT #EPP #SVML #GMET #XTR #AMRQ #JLP #AJAX #REV #INC #LMIN #TAR #HALO
on Harena Rare Earths concentratePositiveOct 18, 2026· The Sunday Roast
Harena’s planned concentrate will be primarily weighted toward neodymium and praseodymium.
“we're going to be producing a concentrate that's largely skewed towards NDPR, neodymium, presodymium.”
Listen at 26:52
Open the episode · S12 Ep14: Sunday Roast featuring Harena Rare Earths Plc + 12 Stocks Of 2026 Quarterly Review #HREE #DGQ #SVNS #ARS #BZT #EPP #SVML #GMET #XTR #AMRQ #JLP #AJAX #REV #INC #LMIN #TAR #HALO
on Harena Rare EarthsPositiveOct 18, 2026· The Sunday Roast
Ivan says valuation analysis indicates Harena could be worth several hundred million.
“Claude will tell you that were worth several hundred million”
Listen at 35:35
Open the episode · S12 Ep14: Sunday Roast featuring Harena Rare Earths Plc + 12 Stocks Of 2026 Quarterly Review #HREE #DGQ #SVNS #ARS #BZT #EPP #SVML #GMET #XTR #AMRQ #JLP #AJAX #REV #INC #LMIN #TAR #HALO
on Harena Rare Earths financingNeutralOct 18, 2026· The Sunday Roast
Harena expects to raise additional cash in the coming months.
“we're going to want to put some more cash in soon”
Listen at 37:41
Open the episode · S12 Ep14: Sunday Roast featuring Harena Rare Earths Plc + 12 Stocks Of 2026 Quarterly Review #HREE #DGQ #SVNS #ARS #BZT #EPP #SVML #GMET #XTR #AMRQ #JLP #AJAX #REV #INC #LMIN #TAR #HALO
on Harena Rare Earths takeover potentialPositiveOct 18, 2026· The Sunday Roast
Ivan believes larger critical-minerals companies should acquire Harena.
“if I was in control of any of those companies, I would have already bought a company like mine because it's all win.”
Listen at 38:54
Open the episode · S12 Ep14: Sunday Roast featuring Harena Rare Earths Plc + 12 Stocks Of 2026 Quarterly Review #HREE #DGQ #SVNS #ARS #BZT #EPP #SVML #GMET #XTR #AMRQ #JLP #AJAX #REV #INC #LMIN #TAR #HALO

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.