Episodi
-
We had Ahmad Saleem back on the poddy to chat about copper.
Our discussion ventured from whether the much anticipated bull market will emerge, why majors target porphyry deposits, if it’s better to buy vs build, what juniors should target, what we can learn from the venture capital funding system and a heap more.
Sign-up for the Director’s SpecialAll information in this podcast is for education and entertainment purposes only and is of general nature only.
The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.
MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
Thank you to our Partners:
Axis Mining Technology - Drill hole survey instrumentation experts
[email protected] – call Shaun Oehlman - +61457053260
Mineral Mining Services – Your preferred mining contractor
[email protected] - 1300 546 117
VRIFY – Communicate in 3D
SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical
Marty Law - [email protected] - +61 439 917 192
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
Greenlands Equipment – Turnkey mine water management
[email protected] - +61 447 178 806
K-Drill – Safe, reliable, and productive surface RC drilling
We use SPARK - Market data for active ASX Traders - https://sparktrader.com
Buy Money of Mine MERCH
Money of Mine on YouTube + Twitter
(0:00:00)Introduction
(0:02:56)Copper contrarian take
(0:06:23)Development timelines
(0:09:40)Risky jurisdictions
(0:16:23)Different deposit styles
(0:19:10)Exploration strategies of major miners
(0:22:45)Differences between porphyry's and the others
(0:26:38)Copper price forecasting
(0:40:11)BHP in South Australia
(0:43:22)Sandfire in Spain, Africa
(0:51:10)Mongolia
( -
We’re drowning in news today, so we looked to pick out the most interesting and influential stories.
First and foremost, MinRes (MIN), who’re battening down the hatches and “strangling” costs to fight another day. Then South32 (S32), who’s financial position is rather healthy, but are still tending for a few challenges.
Lastly a gold check-in with Westgold (WGX) revealing its full year numbers and Red 5 (RED) sharing guidance for FY25.
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All information in this podcast is for education and entertainment purposes only and is of general nature only.
The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.
MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
Thank you to our Partners:
Axis Mining Technology - Drill hole survey instrumentation experts
[email protected] – call Shaun Oehlman - +61457053260
Mineral Mining Services – Your preferred mining contractor
[email protected] - 1300 546 117
VRIFY – Communicate in 3D
SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical
Marty Law - [email protected] - +61 439 917 192
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
Greenlands Equipment – Turnkey mine water management
[email protected] - +61 447 178 806
K-Drill – Safe, reliable, and productive surface RC drilling
We use SPARK - Market data for active ASX Traders - https://sparktrader.com
Buy Money of Mine MERCH
Money of Mine on YouTube, Twitter + LinkedIn
(0:00:00)Introduction
(0:01:21)What next for MinRes
(0:36:44)S32 go about their business
(0:46:53)Westgold - building cash?
(0:56:21)Why did Red's guidance disappoint? -
Episodi mancanti?
-
We had plenty to pick from today but had to start with the news that the Paladin-Fission Uranium deal may be on the rocks.
Next we chatted through what stood out from BHP’s annual numbers, plus what to read into in Galan’s MoU (GLN), 29Metals (29M) half year results and a quick quiz to finish off.
Sign-up for the Director’s Special
All information in this podcast is for education and entertainment purposes only and is of general nature only.
The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.
MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
Thank you to our Partners:
Axis Mining Technology - Drill hole survey instrumentation experts
[email protected] – call Shaun Oehlman - +61457053260
Mineral Mining Services – Your preferred mining contractor
[email protected] - 1300 546 117
VRIFY – Communicate in 3D
SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical
Marty Law - [email protected] - +61 439 917 192
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
Greenlands Equipment – Turnkey mine water management
[email protected] - +61 447 178 806
K-Drill – Safe, reliable, and productive surface RC drilling
We use SPARK - Market data for active ASX Traders - https://sparktrader.com
Buy Money of Mine MERCH
Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.
Money of Mine on YouTube + Twitter
(0:00:00)Introduction
(0:01:58)Fission / Paladin can't get the votes
(0:19:39)BHP Financials
(0:37:30)Galan Lithium MOU
(0:43:03)29 Metals accounting
(0:48:09)The mystery $16m EV -
It’s a big day for the U-bulls out there following Kazatomprom’s results late on Friday as well as ERA update and capital raising trading halt. We also saw annual results from lithium major Pilbara Minerals who added a tidy $1b debt facility to boot.
Sign-up for the Director’s Special
All information in this podcast is for education and entertainment purposes only and is of general nature only.
The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.
MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
Thank you to our Partners:
Axis Mining Technology - Drill hole survey instrumentation experts
[email protected] – call Shaun Oehlman - +61457053260
Mineral Mining Services – Your preferred mining contractor
[email protected] - 1300 546 117
VRIFY – Communicate in 3D
SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical
Marty Law - [email protected] - +61 439 917 192
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
Greenlands Equipment – Turnkey mine water management
[email protected] - +61 447 178 806
K-Drill – Safe, reliable, and productive surface RC drilling
We use SPARK - Market data for active ASX Traders - https://sparktrader.com
Buy Money of Mine MERCH
Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.
Money of Mine on YouTube + Twitter
(0:00:00)Introduction
(0:02:00)Big Kazatomprom news
(0:20:15)ERA hitting up the brokers
(0:36:37)PLS Financial results
(0:49:54)Who's paying out divvies? -
We had natural resources fundie Dave Franklyn on to pick his brain on everything commodities related.
The world of commodities has changed quite a bit since we last spoke with Dave one year ago, so we revisited some favourite topics such as the forces moving gold, the state of the Chinese economy and building a resources portfolio, as well as why the world’s view of met coal has changed, whether this is a ‘pause’ for uranium and plenty more.
Sign-up for the Director’s Special
All information in this podcast is for education and entertainment purposes only and is of general nature only.
The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.
MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
Thank you to our Partners:
Axis Mining Technology - Drill hole survey instrumentation experts
[email protected] – call Shaun Oehlman - +61457053260
Mineral Mining Services – Your preferred mining contractor
[email protected] - 1300 546 117
VRIFY – Communicate in 3D
SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical
Marty Law - [email protected] - +61 439 917 192
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
Greenlands Equipment – Turnkey mine water management
[email protected] - +61 447 178 806
K-Drill – Safe, reliable, and productive surface RC drilling
We use SPARK - Market data for active ASX Traders - https://sparktrader.com
(0:00:00)Dave Franklyn on MoM
(0:01:10)Diggers sentiment
(0:04:58)Key market observations
(0:08:20)Shorting
(0:12:13)Energy transition and Geopolitical
(0:15:08)Oil & gas investing
(0:16:22)High conviction
(0:20:01)Gold
(0:21:25)Capricorn Metals
(0:26:35)Develop
(0:31:49)Copper
(0:33:49)Uranium
(0:44:41)Met coal
(0:47:38)Rare earths
(0:51:21)PLS acquisition of LRS and also LTR
(0:56:06)Rapid thoughts -
Mining news doesn’t stop… we’ve got 3 crackers today.
1. Whitehaven 30% of Blackwater + share their full year results
2. Patriot Battery Metals release their PEA
3. CONSOL & Arch Resources merge not form US$5.2b miner
Sign-up for the Director’s Special
All information in this podcast is for education and entertainment purposes only and is of general nature only.
The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.
MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
Thank you to our Partners:
Axis Mining Technology - Drill hole survey instrumentation experts
[email protected] – call Shaun Oehlman - +61457053260
Mineral Mining Services – Your preferred mining contractor
[email protected] - 1300 546 117
VRIFY – Communicate in 3D
SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical
Marty Law - [email protected] - +61 439 917 192
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
Greenlands Equipment – Turnkey mine water management
[email protected] - +61 447 178 806
K-Drill – Safe, reliable, and productive surface RC drilling
We use SPARK - Market data for active ASX Traders - https://sparktrader.com
Buy Money of Mine MERCH
Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.
Money of Mine on YouTube + Twitter
(0:00:00)Introduction
(0:01:36)Whitehaven selldown 30% of Blackwater
(0:16:42)PMET release Shaki PEA
(0:53:36)CONSOL & Arch merge -
We’ve got 3 unique bits of news to pull apart today
1. Yancoal get smashed after cutting their interim dividend
2. Terra Uranium & ATHA announced a tie-up
3. A recap on all the intriguing block trades & strategic investments we’ve seen recently
Sign-up for the Director’s Special
All information in this podcast is for education and entertainment purposes only and is of general nature only.
The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.
MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
Thank you to our Partners:
Axis Mining Technology - Drill hole survey instrumentation experts
[email protected] – call Shaun Oehlman - +61457053260
Mineral Mining Services – Your preferred mining contractor
[email protected] - 1300 546 117
VRIFY – Communicate in 3D
SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical
Marty Law - [email protected] - +61 439 917 192
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
Greenlands Equipment – Turnkey mine water management
[email protected] - +61 447 178 806
K-Drill – Safe, reliable, and productive surface RC drilling
We use SPARK - Market data for active ASX Traders - https://sparktrader.com
Buy Money of Mine MERCH
Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.
Money of Mine on YouTube + Twitter
(0:00:00)Introduction
(0:02:43)YAL get smashed
(0:22:39)T92 + ATHA tie the knot
(0:34:13)The intriguing strategic investments we've seen -
We’ve got stories of two different mining companies, Regis Resources (RRL) & Silver Mines (SVL), who’ve both had their projects put on indefinite ice following separate government/court rulings. There’s lots for us to debate here.
Sign-up for the Director’s Special
All information in this podcast is for education and entertainment purposes only and is of general nature only.
The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.
MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
Thank you to our Partners:
Axis Mining Technology - Drill hole survey instrumentation experts
[email protected] – call Shaun Oehlman - +61457053260
Mineral Mining Services – Your preferred mining contractor
[email protected] - 1300 546 117
VRIFY – Communicate in 3D
SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical
Marty Law - [email protected] - +61 439 917 192
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
Greenlands Equipment – Turnkey mine water management
[email protected] - +61 447 178 806
K-Drill – Safe, reliable, and productive surface RC drilling
We use SPARK - Market data for active ASX Traders - https://sparktrader.com
Buy Money of Mine MERCH
Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.
Money of Mine on YouTube + Twitter
(0:00:00)Introduction
(0:02:06)Regis McPhillamys "not viable"
(0:18:11)What next for Regis
(0:29:09)Silver Mines lose Bowdens approval
(0:36:41)Consequences for mining in Australia
(0:45:17)Antimony flies on China ban -
On the poddy today we interviewed Arjun Murti, a former head of energy research and partner at Goldman Sachs, who now publishes a Substack called Super-Spiked as well as working at energy research, strategy and investing group Veriten.
We covered plenty of ground, including Arjun’s guiding principle on meeting the worlds energy needs, each nation’s focus on energy independence, how cyclical businesses should be financed, the recent spate of M&A in the sector, the changing attitude of banks toward financing traditional energy as well as the attitudes from the investment community.
Sign-up for the Director’s Special
All information in this podcast is for education and entertainment purposes only and is of general nature only.
The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.
MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
Thank you to our Partners:
Axis Mining Technology - Drill hole survey instrumentation experts
[email protected] – call Shaun Oehlman - +61457053260
Mineral Mining Services – Your preferred mining contractor
[email protected] - 1300 546 117
VRIFY – Communicate in 3D
SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical
Marty Law - [email protected] - +61 439 917 192
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
CRE Insurance – Insurance Brokers for the Mining industry
[email protected] - +61 2 9493 6100
Greenlands Equipment – Turnkey mine water management
[email protected] - +61 447 178 806
K-Drill – Safe, reliable, and productive surface RC drilling
We use SPARK - Market data for active ASX Traders - https://sparktrader.com
(0:00:00)Intro
(0:01:22)Guiding principles for energy
(0:10:26)China's energy philosophy
(0:21:19)Sad story of Venezuela
(0:22:28)Energy financing
(0:27:26)Investment mandates
(0:34:54)Trading multiples
(0:39:19)AI
(0:43:58)US stigma for Nuclear
(0:50:28)Hydrogen
(0:54:28)Fortress balance sheet
(0:57:05)Bias in energy reporting -
We’ve got 2 BIG stories to chat about.
Pilbara Minerals buying Latin Resources in an all-scrip deal AND Perseus making a move on Predictive Discovery.
Let’s go.
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All information in this podcast is for education and entertainment purposes only and is of general nature only.
The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.
MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
Thank you to our Partners:
Axis Mining Technology - Drill hole survey instrumentation experts
[email protected] – call Shaun Oehlman - +61457053260
Mineral Mining Services – Your preferred mining contractor
[email protected] - 1300 546 117
VRIFY – Communicate in 3D
SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical
Marty Law - [email protected] - +61 439 917 192
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
Greenlands Equipment – Turnkey mine water management
[email protected] - +61 447 178 806
K-Drill – Safe, reliable, and productive surface RC drilling
We use SPARK - Market data for active ASX Traders - https://sparktrader.com
Buy Money of Mine MERCH
Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.
Money of Mine on YouTube + Twitter
(0:00:00)Introduction
(0:01:24)Pilbara Swing for Latin
(0:18:28)Is it a good deal?
(0:31:29)Why not PMET?
(0:37:16)Perseus make a move on Predictive
(0:52:36)The hilarious block trade execution of PDI -
We’ve got a big deal to talk about, with Gold Fields (GFI.nyse) swinging for JV partner Osisko (OSK.to) in a C$2.16b deal.
We also touched on comments from Barrick boss Mark Bristow, as well as speculation that Albemarle might sell their Greenbushes stake, and a block trade that crossed in Genesis (GMD) stock.
Finally, we picked over news that Zambia has closed its boarder with the Congo.
Sign-up for the Director’s Special
All information in this podcast is for education and entertainment purposes only and is of general nature only.
The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.
MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
Thank you to our Partners:
Axis Mining Technology - Drill hole survey instrumentation experts
[email protected] – call Shaun Oehlman - +61457053260
Mineral Mining Services – Your preferred mining contractor
[email protected] - 1300 546 117
VRIFY – Communicate in 3D
SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical
Marty Law - [email protected] - +61 439 917 192
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
Greenlands Equipment – Turnkey mine water management
[email protected] - +61 447 178 806
K-Drill – Safe, reliable, and productive surface RC drilling
We use SPARK - Market data for active ASX Traders - https://sparktrader.com
Buy Money of Mine MERCH
Money of Mine on YouTube + Twitter
(0:00:00)Introduction
(0:02:29)Gold Fields swings for Osisko
(0:23:08)Life in Canadian miners
(0:30:39)Barrick boss talks down M&A
(0:32:58)Albemarle selling Greenbushes stake?
(0:40:08)Genesis block crosses
(0:42:37)Zambia shuts Congo boarder -
We kick off the week diving deep into Red 5 to try and figure out what their next move will be after bolstering their balance sheet. This included another deep dive on Magnetic’s Lady Julie project and how the next Battle for Leonora could play out.
We crossed the globe to Serbia to see what’s going on with the massive protests against Rio’s Jadar lithium project approvals, plus some around the grounds on Galan’s corporate interest and Beach Energy’s disappointing full year results.
Sign-up for the Director’s Special
All information in this podcast is for education and entertainment purposes only and is of general nature only.
The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.
MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
Thank you to our Partners:
Axis Mining Technology - Drill hole survey instrumentation experts
[email protected] – call Shaun Oehlman - +61457053260
Mineral Mining Services – Your preferred mining contractor
[email protected] - 1300 546 117
VRIFY – Communicate in 3D
SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical
Marty Law - [email protected] - +61 439 917 192
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
Greenlands Equipment – Turnkey mine water management
[email protected] - +61 447 178 806
K-Drill – Safe, reliable, and productive surface RC drilling
We use SPARK - Market data for active ASX Traders - https://sparktrader.com
Buy Money of Mine MERCH
Money of Mine on YouTube + Twitter
(0:00:00)Introduction
(0:02:15)Matty's new job
(0:03:51)What's Red 5's next move? Magnetic?
(0:37:21)All eyes on Rio's Jadar
(0:48:11)Galan deal a no go
(0:51:23)Beach Energy FY results dissapoint -
Jon Hronsky joined us on the poddy to chat through a host of fascinating subjects, centred around improving exploration success.
Jon is deeply experienced in the subject and has spent plenty of time developing models that can improve the return on investment, as well as the behavioural biases managers and explorers are afflicted by, what culture sets up a miner for exploration success, how AI/ML will change exploration and a heap more.
Sign-up for the Director’s Special
All information in this podcast is for education and entertainment purposes only and is of general nature only.
The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.
MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
Thank you to our Partners:
Axis Mining Technology - Drill hole survey instrumentation experts
[email protected] – call Shaun Oehlman - +61457053260
Mineral Mining Services – Your preferred mining contractor
[email protected] - 1300 546 117
VRIFY – Communicate in 3D
SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical
Marty Law - [email protected] - +61 439 917 192
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
Greenlands Equipment – Turnkey mine water management
[email protected] - +61 447 178 806
K-Drill – Safe, reliable, and productive surface RC drilling
We use SPARK - Market data for active ASX Traders - https://sparktrader.com
Money of Mine on YouTube
(0:00:00)Introduction
(0:01:42)4 rules for exploration
(0:09:32)Search spaces
(0:12:12)Risk/reward
(0:22:52)High risk vs No hope
(0:25:45)Behavioural biases
(0:37:11)Exploration Aggregator Model
(0:52:19)Who's the best aggreagtor?
(0:59:30)Great technical companies
(1:05:23)Will AI/ML change exploration?
(1:13:47)Should single asset explorers exist -
We’re straight back into it with a recap of Diggers 2024, our own awards session, plus news coming out of Arcadium Lithium (LTM), West African (WAF), Medallion (MM8) and lastly CZR Resources.
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All information in this podcast is for education and entertainment purposes only and is of general nature only.
The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.
MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
Thank you to our Partners:
Axis Mining Technology - Drill hole survey instrumentation experts
[email protected] – call Shaun Oehlman - +61457053260
Mineral Mining Services – Your preferred mining contractor
[email protected] - 1300 546 117
VRIFY – Communicate in 3D
https://www.linkedin.com/in/nathan-kong-6699a62b/
SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical
Marty Law - [email protected] - +61 439 917 192
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
Greenlands Equipment – Turnkey mine water management
[email protected] - +61 447 178 806
K-Drill – Safe, reliable, and productive surface RC drilling
We use SPARK - Market data for active ASX Traders - https://sparktrader.com
Buy Money of Mine MERCH
Join our Money Miners Facebook Group
Money of Mine on YouTube + Twitter
(0:00:00)Introduction
(0:01:44)Diggers recap
(0:10:49)The real Diggers awards
(0:17:49)Arcadium cutting costs
(0:28:03)WAF get the shakes
(0:36:01)Medallion & IGO do a deal
(0:50:37)What will FIRB do at CZR? -
Here’s our chat with mineral economics, geology & strategy whiz John Sykes.
We went through a raft of topics, from commodities such as tin, lithium, rare earths & gold, to the role of government in supporting the industry, how China built its dominance, the biases that we’re all guilty of and a heap more.
Sign-up for the Director’s Special
All information in this podcast is for education and entertainment purposes only and is of general nature only.
The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.
MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
Thank you to our Partners:
Axis Mining Technology - Drill hole survey instrumentation experts
[email protected] – call Shaun Oehlman - +61457053260
Mineral Mining Services – Your preferred mining contractor
[email protected] - 1300 546 117
VRIFY – Communicate in 3D
SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical
Marty Law - [email protected] - +61 439 917 192
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
Greenlands Equipment – Turnkey mine water management
[email protected] - +61 447 178 806
K-Drill – Safe, reliable, and productive surface RC drilling
We use SPARK - Market data for active ASX Traders - https://sparktrader.com
Buy Money of Mine MERCH
(0:00:00)John Sykes on MoM
(0:03:44)Why tin?
(0:14:01)Is forecasting worthwhile?
(0:18:55)Why China dominates
(0:25:37)Rare earths
(0:34:27)Is lithium critical
(0:37:16)Recycling in lithium
(0:42:09)Will clay projects disrupt
(0:50:10)Government picking winners
(0:58:20)Gold: Why do we mine it?
(1:09:34)Academia & industry
(1:19:45)Behaviour biases
(1:22:45)Story telling
(1:28:15)Book recommendation -
You asked the questions, we answered them.
In today’s chat we ripped through a heap of questions that Money Miners sent in, quizzing us who the best management teams are, how we’re viewing certain projects, what the latest layoffs mean for the industry and a bunch more.
Sign-up for the Director’s Special
All information in this podcast is for education and entertainment purposes only and is of general nature only.
The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.
MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
Thank you to our Partners:
Axis Mining Technology - Drill hole survey instrumentation experts
[email protected] – call Shaun Oehlman - +61457053260
Mineral Mining Services – Your preferred mining contractor
[email protected] - 1300 546 117
VRIFY – Communicate in 3D
SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical
Marty Law - [email protected] - +61 439 917 192
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
Greenlands Equipment – Turnkey mine water management
[email protected] - +61 447 178 806
K-Drill – Safe, reliable, and productive surface RC drilling
We use SPARK - Market data for active ASX Traders - https://sparktrader.com
(0:00:00)Introduction
(0:02:07)What should RRL do?
(0:07:37)Is BGL a target
(0:14:24)What next for ERA
(0:18:42)The uranium bear case
(0:21:00)Implications of job cuts
(0:23:49)Will lithium have another day in the sun?
(0:27:12)Ultimate resource management team
(0:30:50)Will BHP sell West Musgrave
(0:35:47)What's happening with copper
(0:39:13)Strategic Glencore M&A
(0:43:16)Interview bucket list
(0:45:22)Lifestyle company
(0:47:50)The best pubs
(0:50:51)Things we've learnt and Things we wanna learn -
It’s name and shame time to get us started, for those exploration battlers who can’t report on time.
Then we’ve got uranium news from Cameco (CCJ.nyse), WA gold M&A involving BTR/AME/GML, quarterly awards with an Olympic theme plus a breakdown of the Albemarle news and what stood out to us this quarter.
Sign-up for the Director’s SpecialAll information in this podcast is for education and entertainment purposes only and is of general nature only.
The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.
MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
Thank you to our Partners:
Axis Mining Technology - Drill hole survey instrumentation experts
[email protected] – call Shaun Oehlman - +61457053260
Mineral Mining Services – Your preferred mining contractor
[email protected] - 1300 546 117
VRIFY – Communicate in 3D
GetWet Solutions – Innovative bladder tanks for mobile water storage
[email protected] - +61 475 627 569
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
K-Drill – Safe, reliable, and productive surface RC drilling
We use SPARK - Market data for active ASX Traders - https://sparktrader.com
Buy Money of Mine MERCH
Join our exclusive Money Miners Facebook Group
Money of Mine on YouTube + Twitter
(0:00:00)Introduction
(0:01:01)Name & Shame
(0:07:41)The latest from Cameco
(0:13:19)WA gold M&A
(0:22:57)Albemarle's big call
(0:32:28)The quarterly Olympics
(0:37:35)Quarterly stand outs -
There’s been a few companies that are hitting an intriguing point in their life cycle that we had to chat about, starting with Adriatic (ADT) as well as Liontown (LTR).
Brightstar (BTR) and Alto (AME) are doing a deal, with details not realised at the time of recording, while Champion Iron churned out a decent quarter from their high grade Canadian operations.
Sign-up for the Director's Special
All information in this podcast is for education and entertainment purposes only and is of general nature only.
The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.
MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
Thank you to our Partners:
Axis Mining Technology - Drill hole survey instrumentation experts
[email protected] – call Shaun Oehlman - +61457053260
Mineral Mining Services – Your preferred mining contractor
[email protected] - 1300 546 117
VRIFY – Communicate in 3D
GetWet Solutions – Innovative bladder tanks for mobile water storage
[email protected] - +61 475 627 569
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
K-Drill – Safe, reliable, and productive surface RC drilling
We use SPARK - Market data for active ASX Traders - https://sparktrader.com
Buy Money of Mine MERCH
Join our exclusive Money Miners Facebook Group
Money of Mine on YouTube + Twitter
(0:00:00)Introduction
(0:01:23)Is all well at Adriatic
(0:15:21)All eyes on Liontown
(0:16:56)Brightstar + Alto doing a deal
(0:27:16)Champion Iron making cash -
It’s all happening in the mining world.
Another c. $2B of Fortescue (FMG) stock traded hands this morning, with fingers pointing at Capital Group again.
BHP & Lundin Mining (LUN.TO) are teaming up to take out Filo (FIL.TO), share ownership of Josemaria and take their copper books to the next level.
IGO shared their Q4 results and an outlook to FY25, as did Perseus (PRU), while MAC and SFR provided some new copper intercepts to the market.
Sign-up for the Director’s Special
All information in this podcast is for education and entertainment purposes only and is of general nature only.
The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.
MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
Thank you to our Partners:
Axis Mining Technology - Drill hole survey instrumentation experts
[email protected] – call Shaun Oehlman - +61457053260
Mineral Mining Services – Your preferred mining contractor
[email protected] - 1300 546 117
VRIFY – Communicate in 3D
GetWet Solutions – Innovative bladder tanks for mobile water storage
[email protected] - +61 475 627 569
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
K-Drill – Safe, reliable, and productive surface RC drilling
We use SPARK - Market data for active ASX Traders - https://sparktrader.com
Buy Money of Mine MERCH
Money of Mine on YouTube + Twitter
(0:00:00)Introduction
(0:01:31)$2b of FMG changes hands
(0:11:05)BHP + Lundin go BIG
(0:27:20)IGO outlook gets darker
(0:41:10)MAC & SFR hit copper
(0:45:59)Perseus's slightly less fruitful Q -
3 big stories today, starting with ERA seeing its Jabiluka lease not renewed, then rumours swirling about M&A involving Teck and just about every major miner and finally the quarterly that was at Ramelius.
Sign-up for the Director’s Special
All information in this podcast is for education and entertainment purposes only and is of general nature only.
The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.
MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
Thank you to our Partners:
Axis Mining Technology - Drill hole survey instrumentation experts
[email protected] – call Shaun Oehlman - +61457053260
Mineral Mining Services – Your preferred mining contractor
[email protected] - 1300 546 117
VRIFY – Communicate in 3D
GetWet Solutions – Innovative bladder tanks for mobile water storage
[email protected] - +61 475 627 569
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
K-Drill – Safe, reliable, and productive surface RC drilling
We use SPARK - Market data for active ASX Traders - https://sparktrader.com
Buy Money of Mine MERCH
Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.
Money of Mine on YouTube, Twitter, LinkedIn & Instagram
(0:00:00)Introduction
(0:02:55)The best Uranium mine in the world….squashed
(0:34:45)Sneaky Teck articles in Bloomberg
(0:45:12)Ramelius printing cash again - Mostra di più
