Episódios
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There was plenty for us to explore today, starting with Boss Energy’s dealing with Laramide.
We then explored the potential for First Quantum to restart Cobre Panama, before moving south to Solgold on the news that Jiangxi now holds 12% of their stock.
Lastly, we touch on the WA gold space following Ora Banda’s latest drill success.
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Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
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(0:00:00)Introduction
(0:01:20)Boss creep up on Laramide
(0:07:16)When will First Quantum restart Cobre Panama?
(0:20:57)Will someone finally buy Solgold's Cascabel
(0:34:18)What does drillbit success mean for OBM -
We go to the Murchison first today, unpacking Ramelius’ updated mine plan for Mt Magnet, which the market didn’t take kindly to.
Then we ventured to the DRC to discuss the wild move in the world of cobalt, as well as the potential listing of a cobalt holding vehicle, like SPUT in uranium.
Lastly, we dove into concerning news regarding royalty rates in Indonesia, which lead to big sell downs in exposed companies like Nickel Industries.
Sign-up for the Director’s Special
Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
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
(0:00:00)A bloodbath in markets
(0:01:18)Why did the market hate RMS' new plan?
(0:16:15)Can the DRC move cobalt higher
(0:27:50)Will CUT be the new SPUT?
(0:31:50)Nickel Industries cops heavy sell down
(0:34:50)Thoughts on governments changing royalties -
Estão a faltar episódios?
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First on the list today is a juicy takeover story. We start with a London-listed miner which just received a 93% take premium… which it rejected. We ended up unpacking most the mineral sands industry, looking to understand where the value is in this niche market.
We then ventured into the world of visible gold announcements, running through a plethora of outrageous announcements from years gone by.
Sign-up for the Director’s Special
Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
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
(0:01:49)Kenmare rejects 93% premium
(0:13:53)Will Rio do mineral sands M&A?
(0:26:02)Is Sovereign Metals a target
(0:37:20)The best visible gold announcements ever -
We had the delight of chatting with two insightful junior mining analysts on how to find early-stage projects that are capable of generating shareholder value over time.
Vukasin Pekovic posts regularly on Twitter (@VukasinPekovic) and CrimsonCarp writes a thoughtful Substack (https://crimsoncarp.substack.com) tapping into his years of geological experience.
We dive into how their individual approaches differ, the key learnings over their years of experience as well as the counterintuitive tricks of the trade.
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Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
[email protected] - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists
[email protected] - +61 400 722 059
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
Buy Money of Mine MERCH
Money of Mine on YouTube, Twitter, LinkedIn & Instagram
(0:00:00)Introduction
(0:03:55)Geological Alpha
(0:08:54)Copper and Gold edge
(0:13:00)CC likes what?
(0:15:14)Buy before or after first drillhole?
(0:31:45)Scaling up the investment size
(0:37:45)Selling too early
(0:40:05)How to know when you might be onto a winner?
(1:04:20)Rapid fire for the lads -
We kick things off today with a walk through how someone managed incinerate a few million dollars in a matter of moments at BHP.
Next up we tackled the lithium giant SQM and delved into trying to decipher where we’re at in the lithium cycle.
Lastly, we chatted about the common trending of switching out your lithium assets for gold while looking at TG6’s acquisition.
Sign-up for the Director’s Special
Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
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
(0:02:01)Fat finger disaster at BHP
(0:10:39)Are we near the bottom for lithium stocks?
(0:31:17)TG6 swap out lithium for gold -
We had the opportunity to sit down Vuslat Bayoglu, a man who knows more then most about running an African mining business.
Vuslat leads Menar, a private mining & investment company, that has bought assets from Rio in the past and understands the intricacies of operator in a tough market. He gave us the 101 on the much-maligned SA power situation, how he assess the pros & cons of operating in Africa as well as how to extract value from overlooked projects.
Sign-up for the Director’s Special
Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
[email protected] - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
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
(0:02:25)Investment landscape in South Africa
(0:08:25)Private vs Public
(0:11:56)Local SA knowledge
(0:15:15)Infrastructure constraints in SA
(0:19:49)Mineral endowment
(0:29:58)Coal transactions
(0:33:12)Natural Gas pricing
(0:36:40)SA downstream production -
We jumped straight into uranium talk with EnCore Energy getting punished, down 46% on a production miss and the news that its CEO would leave the company effective immediate.
We then had a detailed conversation on the risk-off sentiment across markets, where China is heading in policy and stimulus, the continued intensity of its Belt & Road Initiative and how Australia fits into all of this.
Sign-up for the Director’s Special
Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
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
(0:01:50)enCore Energy SMASHED
(0:21:20)JD's Macro and China views as of TODAY
(0:50:50)Will DOGE cause ripples around the world? -
Darren Kwok from Perenti/Barminco and Andrew Dawson from Sandvik joined the show to chat the future of underground load & haul. We had a yarn about:
· Battery truck trial at Sunrise Dam
· Diesel/Electric loaders and trucks hitting the market
· Hybrid potentials for Load & Haul
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Sign-up for the Director’s Special
Please read our Privacy Policy and Disclaimer here
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
[email protected] - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists
[email protected] - +61 400 722 059
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
Buy Money of Mine MERCH
Money of Mine on YouTube, Twitter, LinkedIn & Instagram
(0:00:00)Introduction
(0:02:20)What is what?
(0:07:23)Why go Diesel/Electric?
(0:11:10)Technology behind individual wheel-ends
(0:15:09)Keep the electrics water-proof
(0:17:12)Full battery trial at Sunrise Dam
(0:26:10)Will it be battery swap or battery charging?
(0:29:35)Hybrid potential?
(0:34:00)Surface power balance
(0:38:13)Collaborating for future mines
(0:40:10)UGOPS2025 -
Today we’re sharing an enlightening discussion into the world of making discoveries, African exploration and having an edge, with First Quantum’s Mike Christie.
We explore whether mining companies have lost the plot, where he’d explore if he had a blank canvas, how the approach of the Chinese differs and a whole heap more.
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Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
[email protected] - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists
[email protected] - +61 400 722 059
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
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
(0:02:22)Have western mining companies lost the plot?
(0:05:25)Permitting and approvals
(0:07:30)Who has the best chance of discovery?
(0:13:22)AI and machine learning for exploration
(0:16:35)Where are the hot spots?
(0:20:15)Tech advancements in processing
(0:25:50)First Quantum's exploration success
(0:35:50)Reliance on NPV and IRR analysis -
We start todays show delving into rare earths and how the depressed price environment is hitting Lynas, looking to answer whether they’ll need extra cash.
Next, we spit-ball about what advancements in robotics and AI could do to the demand for various metals from titanium to copper, before we close with some juicy deal making in the goldfields, with AngloGold Ashanti tying up an option with junior gold play Matsa.
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Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists
[email protected] - +61 400 722 059
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
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
(0:01:03)Will Lynas be forced to raise cash?
(0:19:50)What will robitics do to metal demand?
(0:31:23)More on Lakewood TSF
(0:34:05)AngloGold get busy in the WA goldfields -
We ventured to Canada to kick things off today, unpacking the C$7.7b deal between Equinox and Calibre.
Next up we delved into a lucrative and niche commodity, and we ask the question, can a Canadian junior crack the monopoly?
Lastly, we come closer to home to discuss the latest and greatest in the Kalgoorlie region, with Black Cat swinging for Westgold’s Lakewood mill.
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Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists
[email protected] - +61 400 722 059
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
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
(0:00:56)Why EQX & CXB investors hate the deal
(0:19:55)Can this Canadian junior crack the big time
(0:31:40)Black Cat spend up for Lakewood -
Two big stories dominated our focus today: Mitsui’s Rhodes Ridge deal + the De Beers write down by Anglo.
We had to unpack the truly enormous swing the Japanese trading house has taken at an iron ore project only forecasted to come online in 2030, and similarly we couldn’t miss a chance to chat about the decline in fortunes of one of the 20th centuries most profitable businesses.
Sign-up for the Director’s Special
Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists
[email protected] - +61 400 722 059
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
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
(0:01:36)Mitsui swing big for Rhodes Ridge
(0:10:44)Why have Mitsui made this bet
(0:22:17)The iron ore outlook
(0:28:00)Lessons from De Beers decline -
It was our privilege to sit down with Perseus Mining CEO Jeff Quartermaine.
Jeff has run the West African gold miner for over a decade, helping take the company from a junior to where it is today.
We discussed the recent M&A drama involving Predictive, capital allocation in a world of US$3k/oz gold, his view on hedging as well as the all-important aspect of jurisdictional risk.
Chapters:
(0:00) Introduction
(1:33) Lundin and Zijin at Predictive
(3:00) M&A in hot gold market?
(7:20) Why buybacks make sense
(9:10) Cost discipline
(14:56) Riding the tailwind of country turnarounds
(21:56) Nuances of reporting costs
(26:55) Hedging
(28:36) Why one analyst just "got it"
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Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
[email protected] - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists
[email protected] - +61 400 722 059
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
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
-
There’s been a plethora of businesses reporting numbers, but we decided really hone in on one name. MinRes.
The company is fascinating, and the story gets better by the day.
We looked to focus on what really mattered from the results while trying to get at the heart of what comes next for the company.
Sign-up for the Director’s Special
Chapters:
(0:00:00)Introduction
(0:01:53)What Really Matters
(0:10:09)Wild Weather
(0:16:21)Funding the Road Repairs
(0:28:11)The Capex Blowout
(0:41:21)What Next…?
Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
[email protected] - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists
[email protected] - +61 400 722 059
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
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We dive straight into the Big Australian’s numbers, specifically honing in on BHP’s action in South Australian Copper and asking the question: How much have they blown?
Next up we discussed the passionately supported Adriatic Metals, who yet again are out raising capital.
Lastly, we give a brief prelude to the half-year results of MinRes.
Chapters:
(0:00:00) Joke of the year
(0:02:14) Reflecting on BHP's OZ acquisition
(0:13:48) US dollar strength for M&A
(0:17:25) What to make of Adriatic's raise
(0:34:18) Prelude to MinRes' results
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Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
[email protected] - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists
[email protected] - +61 400 722 059
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
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Pala Investments’ Tom Solomon sat down with us for a cracking chat on his views on the uranium market, where copper is going, the value in gold as well as how his general macro overview is shaping his investments.
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Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
[email protected] - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists
[email protected] - +61 400 722 059
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
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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
(0:02:40)Taking the temperature on uranium
(0:08:42)Uranium demand vs supply
(0:12:55)The shorts
(0:14:50)Fear & greed pushing gold higher
(0:17:30)Should goldies hedge?
(0:20:15)Coppers state of flux
(0:22:40)A contrarian commodity pick
(0:28:20)Lithium quick take -
We had the pleasure of chatting with Spencer Cole, an expert in a part of our industry in which we haven’t spoken nearly enough about.
Spencer knows more than most about royalties, so we used the opportunity to pick his brain about how the sector has evolved, how different royalties come into existence, the best & worst royalty decisions that have been made, how royalty co.’s should trade plus a bunch more.
Sign-up for the Director’s Special
Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
[email protected] - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists
[email protected] - +61 400 722 059
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
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(0:00:00)Introduction
(0:01:31)Royalty businesses
(0:09:13)Hard rock royalties
(0:16:29)Trading multiples for Royalty co's
(0:26:05)How royalties get created
(0:29:55)Countercyclical deals
(0:33:00)Offloading non-core royalties
(0:37:08)Morgan Stanley royalties
(0:43:18)Lack of royalty companies in Australia
(0:50:50)Hedge fund royalty funds -
We flipped the switch today and dived into the world underground mining with Matty.
We break down the step by step process of mining underground, challenges different mines can face, things to keep an eye out for during ramp up, what’s underappreciated by the investing community about mining and heaps more.
Lastly, we rounded off with a rapid fire on some mining news from Evolution, St Barbara and some small cap gold bolters from the day.
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Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
[email protected] - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists
[email protected] - +61 400 722 059
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
Buy Money of Mine MERCH
Money of Mine on YouTube, Twitter, LinkedIn & Instagram
(0:00:00)Introduction
(0:02:58)Jumbo videos…what they actually do
(0:15:00)Difference between development and production
(0:21:35)Hitting targets based on orebodies
(0:31:33)Things affecting getting tonnes out
(0:37:03)How hot does it get?
(0:48:24)Is water good or bad or both?
(0:53:50)Getting first production on time
(0:56:15)Jumbo advance rate per month
(1:01:29)Different mining methods
(1:04:42)Underappreciated things in underground mining
(1:11:38)Gold Bolters and rapid fire news -
We’ve opted for a different style of episode today diving into the world of mining corporate finance with Ally GC, getting into some 101 on all the different concepts and lingo.
We discuss how mining companies decide on their optimum project financing mix, how capital raises are priced, what happens on non-deal roadshows, what the hell a VWAP is and heaps more.
Stay tuned for Matty’s underground mining 101…
Sign-up for the Director’s Special
Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
[email protected] - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists
[email protected] - +61 400 722 059
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
(0:00:00)Introduction
(0:01:23)Debt vs Equity vs mixed for funding
(0:04:08)What is appetite for equity?
(0:09:48)Debt interest rates + hedging
(0:13:08)Behind the scenes in a finance firm
(0:15:08)Who determines if "scrip is good value"
(0:16:41)What is Wall Crossing?
(0:20:48)Determining allocation in capital raises
(0:28:25)Chairmans list
(0:30:06)Who sets the capital raise price?
(0:37:32)When do "options" get chucked in a capital raise?
(0:39:28)How quick is the bookbuild to raise closure process?
(0:42:11)Why is there so much competition for capital raises?
(0:44:30)Who choses the broker for a capital raise?
(0:47:18)Brokers networking and smoozing companies to get on the ticket
(0:48:23)Purpose of the Research division
(0:49:19)What is a non-deal roadshow?
(0:56:53)Tags when Fundies use brokers -
We kick off our 400th podcast episode diving into some uranium news and then took a look at Polymetals’ recent capital raising and their path to restarting the Endeavor zinc-silver mine.
We checked out a peculiar small cap gold takeover bid and closed with some lithium news around the grounds.
Grant Isaac interview on Triangle Investor - https://www.youtube.com/watch?v=HhvxzE6v8Po
Sign-up for the Director’s Special
Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
[email protected] - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists
[email protected] - +61 400 722 059
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
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
(0:01:41)Matty's uranium news report
(0:31:58)Polymetals cap raise & ramp up progress
(0:44:24)What's an on-market takeover bid?
(0:51:44)Lithium news - Mostrar mais
