Buy Buy Buy: 11 hot commodity stocks - Video

No, that's not a typo in the headline.

We're currently running our Commodities in Focus series, so this episode of Buy Hold Sell is a commodities takeover.

We're also departing slightly from our traditional format, with our guests pitching stocks that they like across five different commodities segments.

That's right, it's wall-to-wall buys for this episode - because who wants holds and sells when it comes to commodities stocks.

Sharing their best and brightest picks across the precious metal, bulk, base metal, battery/energy transition metal, and energy segments are Romano Sala Tenna from Katana Asset Management and Emanuel Datt from Datt Capital.

Please note, this episode was recorded Wednesday, 9 September 2026

Timecodes

00:00 – Introduction: A commodities takeover
00:55 – Precious metals: Westgold Resources (ASX: WGX)
02:36 – Precious metals: Ramelius Resources (ASX: RMS)
03:29 – Precious metals: Bellavista Resources (ASX: BVR)
04:34 – When will the gold cycle shift from producers to explorers?
05:23 – Bulk commodities
05:36 – Metro Mining (ASX: MMI)
07:13 – Whitehaven Coal (ASX: WHC)
09:33 – Base metals
09:47 – Metals X (ASX: MLX)
11:33 – FireFly Metals (ASX: FFM)
12:42 – Battery and energy transition metals
12:53 – Mineral Resources (ASX: MIN)
13:39 – Romano on trading Mineral Resources through the cycle
14:40 – Core Lithium (ASX: CXO)
16:31 – Energy
16:49 – New Hope Corporation (ASX: NHC)
18:31 – NexGen Energy (ASX: NXG)
20:11 – Closing remarks