Money of Mine (Mineral Media)

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	Date	Titre	Durée
	15 Jan 2024	Commodities Crunch Time – What’s Hot & What’s Not!	00:49:47
Money of Mine is back! We’ve got a massive first episode of 2024 for the Money Miners. First up we get into the big commodity price movements and importantly what impacts this has had on operations across the country. We’re talking nickel, lithium and uranium. Alcoa made some waves last week with the curtailment of their Kwinana operations which we breakdown, as well as the related implications for WA onshore gas. Pilbara Minerals we’re next up with their offtake agreement expansion with Ganfeng plus we couldn’t help but discuss the huge short position on the company. We then spoke about a couple hot IPO’s that caught our eye before diving into everything else that’s been on our radar, including: CZR’s Robe Mesa sale, G1A’s strategic review, ASIC’s new balance sheet focus, Codelco’s bad year, Telfer going on hold, Endeavour booting their CEO, Santos’ court win & SilverCorp’s renewed OreCorp takeover attempt. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.Thank you to our Podcast Partners: InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries Terra Capital – Specialist investment manager in the natural resources sector McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more Brooks Airways – Perth’s leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling Buy your Money of Mine MERCH hereJoin our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group.Subscribe to our weekly newsletter HOOTEROO HERALDTIMESTAMPS (0:00:00) Introduction (0:01:14) How companies can get better investor engagement (0:03:30) Commodity price movements (0:04:01) Nickel operations hit hard times (0:09:47) Lithium prices falling like a stone (0:14:45) Uranium on fire (0:20:36) Alcoa turns off Kwinana refinery (0:24:01) WA domestic gas implications (0:25:28) Pilbara Minerals MUCH anticipated quarterly (0:30:02) Is the IPO window open? (0:41:13) The Round Up: CZR, G1A, ASIC, Codelco, Telfer, Endeavour, STO & ORR
	16 Jan 2024	3 Ways of How Not to Run a Company	00:46:59
Our second episode back and we’re getting punchy. On the show today we spoke about four different stories with some common these. Firstly, we revisit the Kali Metals (KM1) listing with additional info coming to light. Then, we give tungsten a debut on Money of Mine as we chat through EQ Resources (EQR) almost complete acquisition of Saloro and placement to Oaktree Capital Management. Next up Trav got deep into a near and dear topic, shareholder activism, with the words of a fund manager sparking his interest in another activist campaign. To round off a big show, we question why Rex Minerals (RXM) needed to raise almost $30m for working capital purposes. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries Terra Capital – Specialist investment manager in the natural resources sector McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more Brooks Airways – Perth’s leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram TIMESTAMPS (0:00:00)Introduction (0:01:23)K-Drill ramp it up (0:05:00)Details emerge on Kali (KM1) (0:10:35)Creating the biggest western tungsten miner (0:18:05)Kickstarting a shareholder activist campaign (0:36:00)Is raising $30m the right call for Rex Minerals?
	17 Jan 2024	Evolution’s Stinker & What’s going on at Lynas’s Kalgoorlie Facility?	00:43:14
The hits keep on coming at Money of Mine. Where else to start but the big one, Evolution Mining (EVN) shaving $1.3b in market value with the release of their poor December quarterly. Wildcat’s (WC8) cashed up balance sheet gets a mention before we demand answers from Lynas (LYC) on what is going on at the Kalgoorlie processing facility. WA1 Resources (WA1) are out raising $30m to grow their Luni discovery and lastly we analyse Pantoro’s (PNR) decision to get underground sooner at Scotia as well as how stable their financial position is. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries Terra Capital – Specialist investment manager in the natural resources sector McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more Brooks Airways – Perth’s leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram TIMESTAMPS (0:00:00)Introduction (0:01:00)Get on the front foot with reporting (0:02:44)You need to hire any mining equipment? (0:04:22)What was SO bad about Evolution's Quarterly? (0:18:20)How does Wildcat's raise look in hindsight? (0:20:09)What's going on at Lynas's Kalgoorlie processing facility? (0:29:17)WA1 out raising $30m (0:33:40)Pantoro pull forward underground work - will it save them?
	18 Jan 2024	Lithium Struggles while BHP puts WA Nickel on RED Alert	00:41:46
Quarterly reports are starting to trickle out to keep us busy here at Money of Mine. We start today by discussing what’s going on in the lithium world, moving into Albemarle’s decision to cut down on costs and sell its stake in Liontown (LTR). We then discussed a “non-binding offer” for Metalstech’s (MTC) Slovakian asset which the market shrugged at before moving on to why Calidus (CAI) needs to ramp up its gold output. Mount Gibson’s (MGX) quarterly numbers deserved a mention as the iron ore price remains strong, as did Ora Banda (OBM) as we run the ruler over their financial position. Ionic Rare Earths (IXR) received their mining licence and lastly mining behemoth BHP shared their quarterly update, giving us a view into a range of different commodities, with nickel in focus. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries Terra Capital – Specialist investment manager in the natural resources sector McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more Brooks Airways – Perth’s leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram TIMESTAMPS (0:00:00)Introduction (0:01:00)A Mineral Resource Estimate is underway (0:02:50)Who doesn't stop for XMAS? (0:03:58)Lithium prices take a whack (0:05:58)Albemarle sell LTR stake & in cost cutting mode (0:13:23)Is MetalsTech Sturec sale for real? (0:15:00)Why Calidus NEEDS o
	19 Jan 2024	Who Printed Nearly $500m this Quarter? + ASX’s Most Shorted Stocks	00:35:07
We get our final show of the week off to a start discussing the big movements in the industry this past week, before touching on how this is reflected in the ASX’s biggest short positions. Then we dissected about Yancoal (YAL) who continue to print cash from their east cost operations as well as Whitehaven (WHC) who shed a bit more colour on the Blackwater & Daunia acquisitions amongst other details. Our final two segments took us to Africa, where we discussed the latest news on Leo Lithium (LLL), direct out of China, plus Piedmont’s (PLL) sell down of their Atlantic Lithium (A11) stake. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries Terra Capital – Specialist investment manager in the natural resources sector McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more Brooks Airways – Perth’s leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram TIMESTAMPS (0:00:00)Introduction (0:02:49)Next site visit (0:06:21)What's happening in the mining industry (0:12:44)Who are the most shorted ASX stocks? (0:13:16)Which company printed $477m in free cash flow? (0:15:19)Will Whitehaven's acquisition crunch them? (0:20:00)Leo Lithium's latest sell down of Goulamina (0:30:14)Are Piedmont Lithium in cash trouble (A11 share sell down)
	22 Jan 2024	Why is Liontown Down 20% Today? + Perseus goes Hostile!	01:02:03
A big start to the week with lithium market darling Liontown (LTR) announcing a Kathleen Valley funding update, seeing the stock come off 20%. Perseus’s (PRU) bid to buy OreCorp (ORR) in an all-cash deal caught our eye as well as Wyloo’s unfortunate decision to put its Kambalda nickel operations on care & maintenance. On the theme of managing costs, we commented on Chalice’s (CHN) decision to cut back, before rounding off on Lynas’s (LYC) quarterly, with our eye’s focused on an update on the Kalgoorlie processing facility. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries Terra Capital – Specialist investment manager in the natural resources sector McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more Brooks Airways – Perth’s leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram Chapters: 0:00:00 \| Introduction 0:00:43 \| Engage with your shareholders 0:04:12 \| Why is Liontown down 20%?! 0:21:21 \| Is Perseus's bid for OreCorp superior? 0:37:22 \| Wyloo put their nickel operations on care & maintenance 0:51:53 \| Chalice cut back on spending 0:54:12 \| What we learnt from Lynas's quarterly
	23 Jan 2024	Nickel & Lithium Heavyweights Summoned for Industry Sit-Down	00:48:01
We rip right into the juicy news today that Australian Resources Minister Madeleine King has summoned an urgent industry round table discussion on the back of the latest nickel and lithium news. We then expanded upon Liontown’s (LTR) potential funding solutions as well as what analysts around the country have had to said on the lithium hopeful. Stanmore (SMR) & Coronado (CRN) shared their quarterlies for us to compare and contrast as well as Australia Pacific Coal (AQC) announcing a restart funding package for Dartbrook. Next up with did a rapid fire round including True North Copper (TNC), Delta Lithium (DLI), Mayur Resources (MRL), Kali Metals (KM1) Iluka (ILU), & Element 25 (E25). We shared our thoughts on the 2nd round of BHP’s Xplor program before rounding off on Endeavour Mining’s attempts to clawback its former CEO’s remuneration. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries Terra Capital – Specialist investment manager in the natural resources sector McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more Brooks Airways – Perth’s leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram TIMESTAMPS (0:00:00)Introduction (0:01:20)Finding the motherload (0:04:09)Our year of wisdom (0:05:48)Industry heavyweights summoned for sit-down (0:18:50)What alternatives does Liontown have? (0:25:32)Co
	24 Jan 2024	Pilbara Boss to Shorters: “I hope they’re shaking in their boots”	00:47:34
Pilbara Minerals (PLS) released a hotly anticipated quarterly report with some punchy comments to get us going today before we jumped into another big quarterly from Norther Star (NST). Adriatic Metals (ADT) updated the market on a further delay at the Vares project in Bosnia, disappointing shareholders, while Core Lithium (CXO) came out with more clarity on their next 6 months. It’s now been 2 quarters of Gwalia ownership for Genesis Minerals (GMD), so we had to check in on their performance, plus Wildcat (WC8) caught our eye with a 100km drill program. We finished with news of the return of a certain friend of the show to the great mining industry. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Timestamps: (0:00:00)Introduction (0:01:05)Having a can-do attitude (0:04:04)Looking after your people (0:07:15)"I hope the shorters are shaking in their boots" (0:15:35)Is Pogo finally turning for Northern Star? (0:23:58)Another delay hits Adriatic Metals (0:30:15)Core Lithium on the straight & narrow (0:33:24)Raleigh starts to put his print on Gwalia (0:40:27)Wildcat launch bumper 100km drill program (0:42:32)"Friend of the show" Thank you to our Podcast Partners: InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries Terra Capital – Specialist investment manager in the natural resources sector McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more Brooks Airways – Perth’s leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram
	25 Jan 2024	What Moves Uranium Stocks? + The Goldies Quarterlies	00:55:07
We rip into today’s show with uranium news, touching on the market dynamics as well as news from Paladin (PDN) and Boss Energy (BOE). MinRes’s (MIN) quarterly naturally caught our attention so went through the highlights before jumping into a bunch of the ASX gold plays, including St Barbara (SBM), Regis Resources (RRL), West African Resources (WAF), Calidus (CAI) and Spartan (SPR). To round off, we mentioned the announcement that Ken Brinsden is taking the reins at Patriot (PMT) and some thoughts on Arafura’s (ARU) quarterly. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries Terra Capital – Specialist investment manager in the natural resources sector McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more Brooks Airways – Perth’s leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram TIMESTAMPS (0:00:00)Introduction (0:01:25)Wolf of Wall St (0:03:46)A Farming journey (0:07:03)Hot Uranium news for ASX (0:25:55)Min Res quarterly call (0:33:46)Gold Quarterlies (0:52:49)Ken Brinsden stepping up at PMET (0:53:27)Arafura update
	26 Jan 2024	Our Thoughts on Owing the Rock, Certain Commodities & AISC (Unscripted Q&A)	00:57:44
We’ve got a new style of show for the Money Miners this long weekend, an unscripted Q&A! All the questions served up today came directly from listeners, allowing us to dive into what we look for in companies, certain red flags, some mining investing 101 plus a whole heap more. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries Terra Capital – Specialist investment manager in the natural resources sector McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more Brooks Airways – Perth’s leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram TIMESTAMPS (0:00:00)Introduction (0:01:13)What is Australia the best country in the world? (0:04:07)Who has saved Adriatic? (0:06:06)What to look for in a mining company (0:11:52)Should companies report their Trade, Debtors and Creditors in Quarterlies? (0:13:09)Should AISC be binned? (0:17:44)Thoughts on commodity price forecasts (0:21:38)Mining terminology (0:25:28)Nickel and Cobalt in EV batteries (0:31:31)Owning the rock (ChrisGina) (0:37:33)What's going on at Bellevue? (0:43:28)Will the broader market wake up to Coal yields? (0:45:23)The MoM bookshelf (0:47:48)Favourite vape flavour (0:49:00)Learrning in 2024 (0:51:15)Is there anything Ally GC misses about banking? (0:51:35)Do we class this as a job? (0:55:31)Matty wants to be a MD
	29 Jan 2024	Bellevue Faces the Music as IGO Braces For the Same	00:57:46
Bellevue (BGL) starts us off today with a hotly anticipated quarterly seeming to meet the markets expectations, followed by IGO who served up a lithium business update just 2 days before their quarterly. Gold Road (GOR) were next up with a shocker, missing cost guidance with weak CY24 guidance to boot. Staying on the theme of gold, we gave the latest from Tanzania with the Battle for Nyanzaga getting hotter & hotter. We had to peer into what the progress was at Develop Global (DVP), before touching on two African stories, Sierra Rutile’s (SRX) changing terms leaving them stranded and Chinese infrastructure investment furthering their ties in the DRC. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries Terra Capital – Specialist investment manager in the natural resources sector McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more Brooks Airways – Perth’s leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram TIMESTAMPS (0:00:00)Introduction (0:00:46)How to sleep well at night (0:03:57)BHP's fiduciary duty (0:06:29)How did Bellevue face up to expectations? (0:19:41)IGO address their pricing issues (0:30:35)More twists in the Battle of Nyanzaga (PRU/ORR/SVM) (0:37:07)Gold Road get whacked 17% (0:45:52)Develop Global look to assure the market of their strategy (0:53:01)Sierra Rutile get their mining agreement pulled
	30 Jan 2024	The Good, the Bad and the Ugly of ASX Copper Miners	00:49:17
We’re in the thick of quarterly season now & had plenty to stew over. We start with a good chat about the base metals miners, including Sandfire (SFR), 29 Metals (29M) and Aurelia (AMI) before jumping into Mader (MAD) who’ve been on a tear since listing on the ASX some years ago. Next, we had a block of goldies to pick apart, with Capricorn (CMM), Emerald (EMR), Ramelius (RMS) and Silver Lake (SLR) making the list today. To finish on a special note, we rounded up some former flyers who are all now very much in the sin-bin – Hastings (HAS), Lake (LKE) and Vulcan (VUL). All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries Terra Capital – Specialist investment manager in the natural resources sector McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more Brooks Airways – Perth’s leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram TIMESTAMPS (0:00:00)Introduction (0:01:11)The big merger prediction (0:05:54)Did Sandfire actually make money? (0:13:04)Can 29M be fixed? (0:17:23)Aurelia start to shape up (0:23:05)Why Mader has been on such a run (0:30:57)Comparing the goldies: CMM, EMR, RMS & SLR (0:38:24)Why are HAS, LKE and VUL in the sin-bin
	31 Jan 2024	IGO used to be Shiny. Now Everything is Going to S**t	00:53:50
There was no shortage of news to dissect on the final day of the quarter, with IGO grabbing the headlines by turning off Cosmos, amongst other challenges. We added another layer to the Kali Metals (KM1) story, which isn’t short on drama, before touching on Liontown’s (LTR) quarterly then onto Peninsula’s (PEN) latest update. Red 5 (RED) plus Westgold (WGX) both got a mention before we rounded off with the latest at Galena (G1A) and Sayona (SYA). All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Transforming the way Mining companies communicate to 3D Email grant@vrify.com (no e) for more information InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more Brooks Airways – Perth’s leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram TIMESTAMPS (0:00:00)Introduction (0:01:16)Matty's hate for 2D (0:06:22)IGO quarterly (0:22:17)Not Julian Assange's old lawyer for Kali Metals (0:24:11)Liontown quarterly (0:26:36)What's going on at Peninsula? (0:31:20)Red 5 Free Cash flow (0:36:58)Westgold Paddy's Flat pauses (or care and maintenance?) (0:46:30)Galena still in suspension (0:47:27)Why is Sayona still operating?
	01 Feb 2024	Name & Shame! + Just when IGO thought things couldn’t get worse…	00:38:33
With the quarterly season now wrapped up, it’s time for one of our favourite segments… name & shame! We call out those companies who were too sloppy to get their quarterly reports in at a normal time. We then jumped into the gift that keeps on giving, IGO. In a story that involves BHP, S32, Regis, Western Mining and more, you’ll just have to tune in to hear the tale. BCI Minerals (BCI) bumper $300m+ capital raise got a mention before we closed off with a segment on Resolute (RSG), who’ve been on the mend after a tough few years. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: Thank you to our Podcast Partners: VRIFY – Transforming the way Mining companies communicate to 3D Email grant@vrify.com (no e) for more information InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries SMEC Power & Technology – Electrical Guru’s for the Mining Industry McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more Brooks Airways – Perth’s leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram TIMESTAMPS (0:00:00)Introduction (0:02:26)Become a Lithranium company (0:05:14)Matty's NAME n SHAME (0:07:14)Trav n JD's NAME n SHAME (0:12:35)Just when things couldn't get worse for IGO (0:29:06)BCI Minerals ding a BIG raise (0:31:44)The latest from turnaround story Resolute Mining
	02 Feb 2024	Justin Huhn on the Uranium Supply Crunch, ETF Impact & China's Influence on the Market	01:22:04
We interviewed Justin Huhn, founder of the Uranium Insider newsletter, to get up to speed on all things yellowcake. The conversation ran through what’s the latest from the big players (Kazatomprom & Cameco), how are the Canadian projects shaping up, why the uranium ETF’s have changed the game, the huge role the China plays in the nuclear industry, Justin’s thoughts on the African hopefuls, spot + contract pricing dynamic’s and a whole lot more. Enjoy Money Miners! All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Chapters: (0:00:00) Introduction (0:02:15) Saving cash at the mine site (0:05:10) The next Mayor (0:07:27) Justin Huhn joins (0:09:40) How's Kazatomprom supply (0:13:34) Spot price exposure? (0:18:08) Kazakhstan's relationship with Russia and China (0:20:35) Effect of US Senate bill have? (0:22:52) Why can't KAP get Sulphuric Acid? (0:28:58) Cigar Lake and McCarthur River Issues? (0:32:42) Where does Nexgen fit into potential M&A? (0:38:31) Could the physcial uranium trust sell down? (0:47:13) What are the potential catalysts for Uranium to go down? (1:01:07) What is the role of China with Uranium? (1:11:35) Olympic Dams contribution (1:14:14) Namibian Projects Thank you to our Podcast Partners: InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries Terra Capital – Specialist investment manager in the natural resources sector McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more Brooks Airways – Perth’s leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram
	05 Feb 2024	Red5 Dangles the Carrot for Genesis in $2.2Bn Merger with Silver Lake	00:48:17
We almost forgot just how much we love Leonora. We love it, clearly Silver Lake (SLR) loves it too. Today they announced a recommended merger with Red5 (RED) which would form a $2.2Bn gold producer headed by Luke Tonkin. We go into all elements of this deal, including what it means for Genesis Minerals (GMD) given their Leonora consolidation strategy. Plus we touch on the rumours of a tie-up between Lynas (LYC) and MP Materials, Centaurus’ (CTM) environmental permits for Jaguar, and Orecorp’s (ORR) latest with the Silvercorp offer. And Capstone Copper (CSC) is the latest copper producer to join the ASX with four operating copper mines in the Americas. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Transforming the way Mining companies communicate to 3D Email grant@vrify.com (no e) for more information InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries SMEC Power & Technology – Electrical Guru’s for the Mining Industry McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more Brooks Airways – Perth’s leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram TIMESTAMPS (0:00:00)Introduction (0:01:08)Silver Lake's alternative marketing strategies (0:07:02)Red 5 MERGING with Silver Lake Resources (0:43:00)Potential Lynas and MP Materials merger (0:44:29)Centaurus get Environmental approvals (0:45:09)Silvercorp/Orecorp update (0:45:36)New Copper producer on the ASX
	06 Feb 2024	Kazakhstan put U-market on Alert + How Solid is S32?	00:45:56
We rip into today’s show with news that Woodside (WDS) and Santos (STO) have agreed to continue getting to know each other followed by a dive into Kazakhstan’s political situation and what it means for uranium. South 32 (S32) caught the eye following their decision to chase down a royalty last week, which got us pondering whether something could be afoot, whilst a couple goldies in West African (WAF) and De Grey (DEG) released guidance and an option to buy Ashburton respectively. KoBold Metals, the billionaire backed startup, announced they’ve got Zambia’s best discovery in 100 years while a familiar face turned up at Arafura (ARU) and Evolution (EVN) settled their disappointing share purchase plan. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: Thank you to our Podcast Partners: VRIFY – Transforming the way Mining companies communicate to 3D Email grant@vrify.com (no e) for more information InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries SMEC Power & Technology – Electrical Guru’s for the Mining Industry McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more Brooks Airways – Perth’s leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram TIMESTAMPS (0:00:00)Introduction (0:01:22)Watch out Basil Zemplis (0:04:03)The next level in looking after your titles (0:06:29)Woodside & Santos getting closer (0:12:09)Kazakhstan put uranium market on alert (0:18:05)Is South 32's balance sheet a concern? (0:30:10)WAF give a guide for 2024 (0:32:36)De Grey look to expand the footprint (0:35:43)
	07 Feb 2024	Vas Piperoglou on Maintaining Conviction & Selling into Speculation	01:15:09
JD sat down with Collins St Asset Management’s co-founder and chief investment officer Vas Piperoglou this week to hear about CSAM’s investment style, view of the markets, and companies they’re liking. The conversation branched from contrarianism and conviction to picking beaten-up sectors and investing in thematics. Vas revealed his thinking behind patience in the market, his ardent long-term outlook plus why he bought and in some cases sold uranium, gold, and natural resource services business in recent times. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Chapters: (0:00:00)Introduction (0:08:42)Vas Piperoglou on Money of Mine (0:09:23)Making decisions in a team (0:11:15)No management fee (0:15:00)"What the market likes, we normally stay away from" (0:17:23)Being high conviction (0:19:59)Picking basket's of stocks (thematic plays) (0:24:20)Is meeting a company a must? (0:26:00)Thoughts on selling (0:31:17)Where at we at in the market cycle (0:37:15)What to make of China (0:42:50)ESG investing (0:50:15)Setting a fund up for gold (0:53:43)Uranium Trade (0:59:04)Carnarvon (CVN) Thesis & Activism (1:11:24)An investing book that stands out Thank you to our Podcast Partners: InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries Terra Capital – Specialist investment manager in the natural resources sector McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more Brooks Airways – Perth’s leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram
	08 Feb 2024	Are MinRes Short on Cash? + Investor Ausbil Dumps Longtime Holding	00:38:01
We rip into today’s show with the rumours around Mineral Resources (MIN) looking to garner interest in 49% of their Onslow haul road, before we dissected fund manager Ausbil’s decision to dump their long time holding in 29 Metals (29M). Pilbara Minerals (PLS) signed another expanded offtake agreement which drew our attention whilst Wiluna (WMC) gave a production update & Alliance Nickel (AXN) signed an offtake agreement with Samsung SDI. Santos (STO) & Woodside (WDS) couldn’t see eye to eye on the value of a merger, whilst Andrew Forrest’s investment groups were making moves again and Aurelia (AMI) copped a heavy downpour at their Peak operations. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: Thank you to our Podcast Partners: VRIFY – Transforming the way Mining companies communicate to 3D Email grant@vrify.com (no e) for more information InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries SMEC Power & Technology – Electrical Guru’s for the Mining Industry McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more Brooks Airways – Perth’s leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram TIMESTAMPS (0:00:00)Introduction (0:01:50)Brooks is going to Switzerland (0:04:20)Our trip to Mayfair (0:06:43)The Min Res Haul Road (0:14:30)Investors Ausbil dumping their 29M stake (0:17:04)PLS expand another offtake agreement (0:22:25)Wiluna Mining share an update (0:24:01)Alliance Nickel sign deal with Samsung (0:26:36)Santos & Woodside breakup (0:30:15)Andr
	09 Feb 2024	The 4 Adages for Resources Investors to Live By According to Emmanuel Datt	01:11:18
Today JD picks the growing brain of Emmanuel Datt on his 4 key lessons investing in the Resources sector. The conversation expands to Emanuel's views on the evolving market dynamics in Lithium, Nickel, Coal, and Iron Ore too. Plus a discussion of some of Emmanuel's views on specific stocks. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Chapters: (0:00:00)Introduction (0:02:42)How JD plans to save his next dollar (0:06:46)The man made for the West Arunta (0:08:18)Datt's macro view (0:12:58)Adages for resource investors to live by (0:13:42)Adage #1 (0:16:57)Adage #2 (0:19:58)Adage #3 (0:23:00)Adage #4 (0:27:29)Nickel market's massive change (0:35:47)Lithium dynamics (0:44:30)Coal market re-rate? (0:49:46)The iron ore market (0:55:00)Thoughts on EV adoption & tech advancements (0:57:26)The big risks for WA1 Resources (1:02:33)Adriatic Metals in a critical part of their journey (1:04:21)Global lithium, Metals X, Dreadnaught (1:06:55)Gold stocks love now Thank you to our Podcast Partners: VRIFY – Transforming the way Mining companies communicate to 3D Email grant@vrify.com (no e) for more information InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries SMEC Power & Technology – Electrical Guru’s for the Mining Industry McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more Brooks Airways – Perth’s leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram
	12 Feb 2024	Liontown Shareholders wait for Gina	00:36:26
Where's Gina? Nothing to see judging by the (lack of) Liontown (LTR) news flow today. We have a yarn about just that along with the latest in The Battle for Nyanzaga featuring Orecorp (ORR), Silvercorp (SVM.t) and Perseus (PRU). We give some thoughts on Metals Acquisition Limited’s giant $325 million IPO & look at South32’s (S32) divestment of Eagle Downs to Stanmore (SMR) before American correspondent Matty Michael updates us on Cameco. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. VRIFY – Transforming the way Mining companies communicate to 3D Email grant@vrify.com (no e) for more information RSVP to the Vrify/Money of Mine drinks this Friday https://shorturl.at/iyBUW Want to work at Vrify as Head of Business Development? https://www.linkedin.com/jobs/view/3800495268 Thank you to our Partners: VRIFY – Transforming the way Mining companies communicate to 3D Email grant@vrify.com (no e) for more information InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries SMEC Power & Technology – Electrical Guru’s for the Mining Industry McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more Brooks Airways – Perth’s leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling Buy Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram Chapters: (0:00:00) Intro (0:01:26)PPT decks don't work (0:05:36)Ryan O'Sullivan in action (0:07:15)Will Gina make her LTR move? (0:13:10)Battle of Nyanzaga continues (0:17:30)MAC the SPAC (0:27:27)S32 sell SMR buy (0:31:15)Cameco make news
	13 Feb 2024	Strike Energy’s Duster + Kalgoorlie M&A	00:28:37
Strike Energy (STX) start us off with a duster of an appraisal well at SE-3 before we take a peek through all the company presentations released as conferences roll on. We touched on Liontown (LTR), Aeris (AIS), Dreadnaught (DRE), Azure (AZS), Stavely (SVY) & Hillgrove (HGO). Horizon Minerals (HRZ) & Greenstone Resources (GSR) tie the knot to fight another day while Rex Minerals (RXM) shared late yesterday the results of their capital raising. We finished off with news that Glencore will shut down and sell their interest in the KNS Nickel operations in New Caledonia. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Transforming the way Mining companies communicate to 3D Email grant@vrify.com (no e) for more information RSVP to the Vrify/Money of Mine drinks this Friday at https://shorturl.at/iyBUW Want to work at Vrify as Head of Business Development? https://www.linkedin.com/jobs/view/3800495268 InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries SMEC Power & Technology – Electrical Guru’s for the Mining Industry McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more Brooks Airways – Perth’s leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram TIMESTAMPS (0:00:00)Introduction
	14 Feb 2024	Queensland Copper M&A + Do EVN make Money?	00:41:50
Whispers of more M&A in QLD copper get us going today, with Carnaby (CNB) and Hammer (HMX) is talks. We then have a chat about 29 Metals 2nd biggest shareholder AusSuper scooping up more stock plus a good run through the half year numbers out of Evolution Mining (EVN). With more presentations surfacing, we pick apart the highlights from Bellevue (BGL), Westgold (WGX), Ramelius (RMS), Global Lithium (GL1) and Lake Resources (LKE). All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: Thank you to our Podcast Partners: VRIFY – Transforming the way Mining companies communicate to 3D Email grant@vrify.com (no e) for more information InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries SMEC Power & Technology – Electrical Guru’s for the Mining Industry McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more Brooks Airways – Perth’s leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram Chapters: (0:00:00)Preview (0:00:59)Stock debates on Money of Mine! (0:03:15)Things are expanding in Kewdale (0:05:58)The new Amazon (0:07:50)M&A in Queensland Copper - Hammer + Carnaby in talks (0:18:51)AusSuper scoop up more 29M stock (0:22:25)Do Evolution Mining actually make money? (0:32:20)Terrible news out of SSR Mining's Turkish operation (0:33:45)Presentation highlights: BGL, WGX, RMS, GL1 & LKE
	15 Feb 2024	BHP’s Massive Write-down + S32 try Polish Hermosa	01:00:25
BHP gets us rolling today with an announcement on exceptional items (read Nickel West write-down). South 32 (S32) was next on the block with their half year result and their notable decision to press on at Hermosa. Wesfarmers (WES) gave an update on Mt Holland which we touched on as well as Whitehaven’s (WHC) half year numbers. Plus a rapid fire on Capstone, KIN/PNX, OBM + TNC. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Podcast Partners: VRIFY – Transforming the way Mining companies communicate to 3D Email grant@vrify.com (no e) RSVP to the Vrify/Money of Mine drinks this Friday at https://shorturl.at/iyBUW InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry rhori@investorhub.com DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries https://www.dsiunderground.com/contact SMEC Power & Technology – Electrical Guru’s for the Mining Industry sales@smelectrical.com.au McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts https://www.mmts.net.au/#contact Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more seamus@anytimees.com KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more admin@kcasiteservices.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au (0:00:00)Introduction (0:01:08)Going through the quality checklist (0:05:27)BHP's BIG writedown (0:16:17)S32 try to give Hermosa a bit of shine (0:42:57)Wesfarmers up & running at Mt Holland (0:44:53)Whitehaven's big drop in cash flow (0:50:00)Capstone Copper's chunky capital raise (0:50:56)KIN + PNX in talks (0:54:10)Ora Banda on the up (0:55:29)True North give some colour on Cloncurry
	16 Feb 2024	Legendary Mining Analyst John Macdonald on Spotting Companies Tricks & Calling it how it is	01:16:41
We had the great privilege of sitting down with John Macdonald, a legendary mining analyst. We delved into the conflicts of staying true to your views and not being swayed by outside pressures, the common tricks that companies get up to, how he spotted richly valued as well as promising businesses, what the real costs that investors should follow are and a whole heap more. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Podcast Partners: VRIFY – Transforming the way Mining companies communicate to 3D Email grant@vrify.com (no e) for more information InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries https://www.dsiunderground.com/contact SMEC Power & Technology – Electrical Guru’s for the Mining Industry sales@smelectrical.com.au McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts https://www.mmts.net.au/#contact Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more seamus@anytimees.com KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more admin@kcasiteservices.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD TIMESTAMPS (0:00:00)Introduction (0:02:47)Charting to the next Extreme (0:09:58)Welcoming Johnny Mac on MoM (0:11:37)Some of the big calls (Perseus, Ramelius + Dacian) (0:22:56)The downfall of Sons of Gwalia (0:33:08)Banking commitments for Liontown (0:34:36)Reflection on being an Analyst (0:37:41)Using the CAIC (Corporate All-In cost) (0:45:36)Red flags in company reporting (0:47:49)How to assess management teams (0:52:21)The discount in valuation for African miners (0:59:14)Forecasting commodity prices (1:01:18)Any surprise with recent Lithium movement? (1:03:06)Gold vs base metals miners
	19 Feb 2024	A Company you Can’t Bet Against + How PLS Defies Gravity (Investor Romano Sala Tenna Interview)	01:20:12
Romano Sala Tenna is the co-founder of Katana Asset Management, a Perth-based long-only fund. We had a blast picking his brain over what the state of the economy is, how earnings season is shaping up, how interest rates are looking, his positioning in resources business plus several specific companies. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Communicate in 3D grant@vrify.com (no e) InvestorHub – Shaking up the Investor Relations industry rhori@investorhub.com DSI Underground - Everything Ground Support https://www.dsiunderground.com/contact SMEC Power & Technology – Electrical Guru’s sales@smelectrical.com.au McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts https://www.mmts.net.au/#contact Anytime Exploration Services – Everything Exploration seamus@anytimees.com KCA Site Services – Underground mining machine hire for Underground admin@kcasiteservices.com.au Brooks Airways – Perth’s leading charter flight operator ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au TIMESTAMPS (0:00:00)Introduction (0:01:59)Gina has run her eye over this one (0:05:30)Matty's personal Pub announcement (0:06:58)Getting out of the Perth & the big smoke (0:08:57)Katana's style (0:11:45)How's earnings season shaping up (0:16:24)Difference between the stock market and the Aus economy (0:18:19)Inflation and Interest Rates prediction (0:24:50)MinRes - the portfolio's biggest holding (0:36:06)Do you get punchy within Katana over ideas (0:38:55)Copper predictions and who are the pure plays to look at (0:44:22)North Qld Copper district (0:46:50)Regis Resources (0:52:50)Transitioning into Whitehaven (0:59:30)Yancoal (1:02:03)Pilbara Minerals (1:07:49)Santos/Woodside (1:09:33)Iluka & South32 (1:13:26)Your biggest contrarian view?
	20 Feb 2024	BHP’s Big Decision + what to make of Sayona’s DFS	00:43:37
First thing on the menu had to be BHP with big decisions looming, before we picked through intriguing trading in 29M’s stock. Next up Sayona’s (SYA) long awaited Moblan DFS, then a fascinating transaction in Russia with PolyMetals & onto Coronado’s (CRN) half year results. To round us out we chatted about Osino’s (OSI.v) latest bid and a change in leadership at Cyprium (CYM) after just 5 months. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Podcast Partners: VRIFY – Communicate in 3D grant@vrify.com (no e) InvestorHub – Shaking up the Investor Relations industry rhori@investorhub.com DSI Underground - Ground Support guru's https://www.dsiunderground.com/contact SMEC Power & Technology – Mining Electrical Guru’s sales@smelectrical.com.au McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts https://www.mmts.net.au/#contact Anytime Exploration Services – Everything Exploration seamus@anytimees.com KCA Site Services – Underground mining machine hire admin@kcasiteservices.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram (0:00:00)Introduction (0:01:08) How to get institutional investors excited (0:03:42) Matty's FIFO breakfast story (0:06:51) What's BHP media strategy (0:20:50) A wild week for 29M shareholders (0:25:12) Sayona's Moblan DFS finally shared (0:32:01) PolyMetals sell assets for US$3.7b… how much will they get? (0:35:42) Coronado's results show assets age (0:40:45) Osino's cathces a bid - was it worth it? (0:42:00) Cyprium boss leaves after 5 months
	21 Feb 2024	Are we at the Start of a Commodities Bull Market?	00:47:50
We kick things off today discussing the thoughts that Australia investing giant Phil King has on the resources sector before diving deep into the debacle at Horizonte Minerals (HZM.lse). Next up we’ll pull the curtain back on Iluka’s (ILU) Eneabba’s progress, which has seen capex blowout massively, then onto the cash printer Mt Gibson (MGX). We round off with the highlights from Silver Lake (SLR) and St Barbara (SBM). All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Podcast Partners: VRIFY – Communicate in 3D Email grant@vrify.com (no e) InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries https://www.dsiunderground.com/contact SMEC Power & Technology – Electrical Guru’s for the Mining Industry sales@smelectrical.com.au McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts https://www.mmts.net.au/#contact Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more seamus@anytimees.com KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more admin@kcasiteservices.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn (0:00:00)Introduction (0:01:05)Save your shareholders money (0:03:42)A testimonial from Andrew Rinehart (0:05:27)Phil King's on commodity markets (0:14:05)Disaster at Horizonte Minerals (0:26:56)What's Iluka's Eneabba worth (0:37:39)Value trap Mt Gibson print cash (0:40:10)Silver Lake go quiet on Sugar Zone (0:42:42)St Barb's toss up their future
	22 Feb 2024	Ellison says “f@*# You” to Balance Sheet Critics, IGO’s Real Numbers & Pilbara’s Plans	00:52:05
We start off with MinRes’s hotly anticipated half year call, which didn’t disappoint. Then we pealed back the key details from IGO’s call before chatting about what’s happening at Pilbara Minerals (PLS). Some of the figures from Fortescue’s (FMG) had to get a mention before we rounded off with some lithium chat, as Piedmont (PLL) shared they’d sold down their interest in Sayona (SYA). All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Communicating in 3D Email grant@vrify.com (no e) InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries https://www.dsiunderground.com/contact SMEC Power & Technology – Electrical Guru’s for the Mining Industry sales@smelectrical.com.au McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts https://www.mmts.net.au/#contact Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more seamus@anytimees.com KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more admin@kcasiteservices.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram (0:00:00)Introduction (0:00:32)Min Res capitalising on Nickel (0:03:18)Exploration Hail Mary's (0:04:57)MIN's Ellison on critics, lithium, nickel + Onslow (0:33:55)IGO dodge q's (0:37:43)Pilbara look to shore up balance sheet (0:43:16)Fortescue printing money (0:46:33)Piedmont sell down Sayona stake… why?
	23 Feb 2024	Separating Value from Traps with Activist Investor Jeremy Raper	01:47:45
For a weekend special we had a chat with value-investing/social-activist Jeremy Raper. Jeremy has banking & hedge fund experience as well as writing a popular investing newsletter sharing his insights. He looks for value opportunities with key catalysts that’ll unlock that value for shareholders. We chat about his adventures across plenty of resource plays as well as companies he’s got his eyes on. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Podcast Partners: VRIFY – Communicate in 3D grant@vrify.com (no e) InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry rhori@investorhub.com DSI Underground - Ground Support guru's https://www.dsiunderground.com/contact SMEC Power & Technology – Electrical Guru’s sales@smelectrical.com.au McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts https://www.mmts.net.au/#contact Anytime Exploration Services – Everything Exploration seamus@anytimees.com KCA Site Services – Underground mining machine hire admin@kcasiteservices.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Exploration drilling experts ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn (0:00:00)Introduction (0:03:39)Which companies are not safe from Activisim? (0:06:38)Who helped discover Greenbushes, Andover and Pilgangoora? (0:09:49)Jeremy Raper intro (0:20:09)How to extract latent value from companies (0:22:02)The Metals X locked box (0:27:27)Carnarvon Energy activism (0:37:17)Orecorp pending offer from Silvercorp (0:40:07)How will Carnarvon play out? (0:45:19)How many times has Jeremy been stonewalled? (0:54:46)Setting up a special purpose vehicle for Activism (1:00:46)Cassius Mining Arbitration (1:16:49)Montero Mining (1:37:44)WA Billionaire Rant
	26 Feb 2024	Who’ll buy Telfer? + Why Alcoa finally bid for Alumina	00:48:30
We’ve got M&A and plenty more potential M&A today. Newmont (NEM) announced their intention to sell off sub-tier 1 assets, which led us to picking apart Havieron & Greatland Gold (GGP.lon). Then the big deal, Alcoa (AA.nyse) announced their plans to eat up JV partner Alumina (AWC) in a long anticipated deal, for $3.3b. Lastly, we had a look into Capstone Copper (CSC), pealing back the numbers and trying to understand why the CDI hasn’t got any traction. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Podcast Partners: VRIFY – Communicating in 3D grant@vrify.com (no e) InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry rhori@investorhub.com DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries https://www.dsiunderground.com/contact SMEC Power & Technology – Electrical Guru’s for the Mining Industry sales@smelectrical.com.au McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts https://www.mmts.net.au/#contact Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more seamus@anytimees.com KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more admin@kcasiteservices.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine YouTube Money of Mine Twitter Money of Mine LinkedIn Money of Mine Instagram (0:00:00)Introduction (0:01:12)Who else is on the Jeremy Raper list (0:03:52)Saving the Exploration industry (0:06:10)What's the future of Greatland gold + Telfer (0:27:00)Why have Alcoa finally decided to bid for Alumina (0:40:09)Does Capstone Copper trade attractively?
	27 Feb 2024	Capricorn’s financial gymnastics + an intriguing block trade at YAL	00:42:23
Capricorn’s (CMM) ‘record’ half year result got us rolling today as we put a magnifying glass over their hedge book, before we moved onto why there could be much more than first meets the eye when glancing at a $200m block-trade in Yancoal (YAL) stock. As usual we had to give the latest MinRes (MIN) news a bit of thought then we looked into Boss Energy (BOE), which is rapidly approaching first drums at Honeymoon. Lastly, we delved into a range of things that have caught our eye from Elliott Management getting into mining investments, to short positions in AZS, MIN & 29M as well as growing steel production out of India and South East Asia, amongst other topics we touch on. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Podcast Partners: VRIFY – Communicate in 3D grant@vrify.com InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry rhori@investorhub.com DSI Underground – Ground Support gurus https://www.dsiunderground.com/contact SMEC Power & Technology – Electrical experts sales@smelectrical.com.au McMahon Mining Title Services (MMTS) – Australia-wide tenement services https://www.mmts.net.au/#contact Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more seamus@anytimees.com KCA Site Services – Underground mining machine admin@kcasiteservices.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au (0:00:00)Introduction (0:01:04)How to VRIFY a mine (0:03:58)Why there's more to CMM's 'record' result than meets than eye (0:13:47)Pay attention to the $200m block trade in YAL (0:22:35)MIN look to bed down Bald Hill tax claims (0:25:26)Boss energy weeks from first uranium production (0:32:02)What else is catching our eye: Shorts, Commodity prices, & new investors
	28 Feb 2024	Is this different at Davyhurst + is Strike on the block?	00:47:40
Ora Banda’s (OBM) got the ball rolling today with exploration results, a company update then bang! Capital raise. Next cab off the rank was West African (WAF) with an update on Kiaka, then Core Lithium (CXO) cancelling their mining services contract followed by a deep dive into two diverging mining services plays, Dynamic (DDB) and Vysarn (VYS). Sandfire (SFR) received good news for their Black Butte project, whilst Strike Energy’s (STX) management looked to reassure shareholders and Azure (AZS) got another tick of approval. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Podcast Partners: VRIFY – Communicate in 3D grant@vrify.com InvestorHub – The Digital Platform shaking up the Investor Relations industry rhori@investorhub.com DSI Underground – Ground Support gurus https://www.dsiunderground.com/contact SMEC Power & Technology – Electrical experts sales@smelectrical.com.au McMahon Mining Title Services (MMTS) – Australia-wide tenement services https://www.mmts.net.au/#contact Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more seamus@anytimees.com KCA Site Services – Underground mining machine admin@kcasiteservices.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on Instagram (0:00:00)Ora Banda: Drill results, company update…capital raise! (0:13:07)WAF narrow Kiaka start date (0:16:35)Core Lithium pay up to end contract (0:19:32)A tale of two companies - Dynamic (DDB) & Vysarn (VYS) (0:31:31)Sandfire get the all clear at Black Butte (0:34:13)Strike Energy management try to calm the market (0:45:22)Azure Minerals check another box for takeover
	29 Feb 2024	Have S32 Made the Right Call Selling Illawarra?	00:35:19
We start with the hottest news of the day, South32 (S32) selling one of their strongest cash producing assets Illawarra. Next, we dive into Emerald Resources (EMR) half year result showing solid performance in Cambodia couple with a difficult time breaking into Australia. BHP’s decision to trim jobs came up and the decision making behind this was our next focus, before rounding out on a highly levered turnaround play in Metro Mining (MMI). All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Communicate in 3D grant@vrify.com InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry rhori@investorhub.com DSI Underground – Ground Support gurus https://www.dsiunderground.com/contact SMEC Power & Technology – Electrical experts sales@smelectrical.com.au McMahon Mining Title Services (MMTS) – Australia-wide tenement services https://www.mmts.net.au/#contact Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more seamus@anytimees.com KCA Site Services – Underground mining machine admin@kcasiteservices.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on Instagram (0:00:00)Introduction (0:00:47)The help S32 need (0:02:52)Did South32 make the right call selling Illawarra? (0:19:58)Emerald's (EMR) slow & steady entry into Aus (0:26:15)Why are BHP shedding jobs (0:29:44)Metro Mining - A study on operational & financial leverage
	01 Mar 2024	URANIUM Bull Thesis - Ben Finegold from Oceanwall	01:17:01
Strap yourselves in Money Miners we’ve got a U bonanza. We chat with Ben Finegold of Oceanwall who’s done nothing but read about uranium for the last 4 years. He’s a wealth of knowledge on Kazakhstan, the sulphuric acid issues, transportation routes (& their importance), the rise of China, the West’s enrichment capacity, alternatives to miners and heaps more. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Transforming the way Mining companies communicate to 3D Email grant@vrify.com (no e) for more information InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries https://www.dsiunderground.com/contact SMEC Power & Technology – Electrical Guru’s for the Mining Industry sales@smelectrical.com.au McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts https://www.mmts.net.au/#contact Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more seamus@anytimees.com KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more admin@kcasiteservices.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter (0:00:00)Ben FineUranium (0:00:48)The recent down tick in U (0:04:16)What's happening in Kazakhstan (0:08:02)The link between output quota's & management turnover at KAP (0:14:38)The sulphuric acid issue (0:22:26)How does Kazatomprom balance between Russia, China and the West? (0:27:56)What happens if Cameco and Kazatomprom miss guidance? (0:32:11)What is Cameco's incentive? (0:38:42)Why U transportation routes matter (0:44:35)Is there enrichment capacity for SMR's? (0:53:11)Will China suck up 10Mlb's? (1:02:25)How will contracts be priced going forward? (1:06:25)Force Majeure on SPUT & Yellowcake (1:08:05)What's the end-game? (1:12:07)Will Institutions play silly buggers?
	04 Mar 2024	Cleaning the CONVERTIBLE NOTE – with Dan Porter	01:07:03
We’ve got a fascinating chat in store for the Money Miners, our chat with Dan Porter of Pure Asset Management. Dan has plenty of experience as an analyst covering resources, mining services and the energy sector to name a few, and he’s now investing with a with a relatively unique strategy. In our conversation we delve into how he gets the best of both debt & equity, the companies he’s keep a close eye on, intriguing rationale on what to look for in mining services plays as well as plenty on the energy sector. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Podcast Partners: VRIFY – Communicate in 3D grant@vrify.com (no e) DSI Underground - Ground Support Legends https://www.dsiunderground.com/contact SMEC Power & Technology – Electrical Guru’s for the Mining Industry sales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more seamus@anytimees.com KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more admin@kcasiteservices.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram (0:00:00)Introduction (0:02:00)How Dan Porter can ensure his returns (0:06:46)The dirty word in mining finance (0:12:09)Getting access to the data room (0:16:09)Finding the sweet spot on the Lassonde curve (0:18:49)Matty's favourite destinations - PNG & Cobar (0:24:00)Does Pure work better in a high interest rate environment? (0:28:27)A Tungsten turnaround (0:32:47)The problem with mining services companies (0:37:34)What does make a good Mining Services company? (0:41:33)Should a Contracting company go Public? (0:44:00)The role of energy companies in QLD (0:56:58)Picking energy plays
	05 Mar 2024	Why did Albemarle raise >US$2b?	00:41:18
Plenty to chat about as Albemarle (ALB.nyse) rattles the tin in a big way whilst 29 Metals (29M) made a change at the top. The Battle for Nyanzaga rumbles on with OreCorp’s (ORR) AGM being held late last week while First Quantum (FM.t) have had a massive job deleveraging their balance sheet. When then had a dive into the PGM (or PGE?) market which is having a very tough time before rounding off with drill results from Wildcat (WC8) & Spartan (SPR). All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Podcast Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative Bladder Tanks for mobile Water storage on your Mine Site Matt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurus https://www.dsiunderground.com/contact SMEC Power & Technology – Electrical experts sales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more seamus@anytimees.com KCA Site Services – Underground mining machine admin@kcasiteservices.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners Subscribe to the HOOTEROO HERALD Money of Mine YouTube Money of Mine Twitter Money of Mine LinkedIn (0:00:00)Intro (0:03:06)Albemarle launch HUGE capital raise (0:12:14)Big news out of 29 Metals (0:16:44)The Battle for Nyanzaga rumbles on (0:20:58)First Quantum's massive deleveraging (0:27:43)What's going on with PGM's?! (0:34:28)Wildcat & Spartan's news from the drillbit
	07 Mar 2024	Will this be Deep Yellow’s last capital raise?	00:42:14
We’ve got some big talking points today with MinRes in the media again for various reasons… the question is, who’s incentivised by what story? Deep Yellow (DYL) are doing a big capital raise, but we couldn’t help but ask the question, will it be the last. SolGold (SOLG.tse) also announced eye catching news with an investment agreement in Ecuador while Spartan (SPR) had a less than impressive change in substantial notice. Lastly, Cyprium (CYM) included a slide so rare we had to chat about it. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine Site Matt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurus https://www.dsiunderground.com/contact SMEC Power & Technology – Electrical experts sales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more seamus@anytimees.com KCA Site Services – Underground mining machine admin@kcasiteservices.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on Instagram (0:00:00)Introduction (0:00:46)A hiccup in MinRes' haul road sale (0:08:35)Deep Yellow doing a big tin rattle (0:19:56)SolGold getting the governments tick (0:26:52)Gold M&A is back! Ramelius to buy Karora? (0:32:49)A change in director interest worth following
	08 Mar 2024	How to Buy Discoveries while they’re still Cheap - with Tom Woolrych	01:26:48
Thomas Woolrych of Deutsche Rohstoff joins us in studio for a wide-ranging conversation. Tom is a geologist by background and he even wrote the book (for children) on the topic. We chat about the lithium market dynamics and Tom’s view that Chinese lepidolite production isn’t sustainable. We cover the process of backing discoveries while they are still cheap. We talk about jurisdictional risk relating to African opportunities and get Tom’s views on a range of different commodities. Finally we wrap up with an overrated / underrated segment. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine Site Matt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurus https://www.dsiunderground.com/contact SMEC Power & Technology – Electrical experts sales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more seamus@anytimees.com KCA Site Services – Underground mining machine admin@kcasiteservices.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on Instagram (0:00:00)Venturing into AI (0:06:37)Tommy wrote the book on Geology (0:09:14)A lesson on Lithium in geology (0:10:36)Why we have seen a bottom in Lithium (0:16:36)Deutsche Rohstoff identifying opportunities with a geology-first approach (0:20:23)Algorithmic trend-following (0:25:10)The things that can ruin an investment (0:28:32)Management vs speed to market (0:33:01)Investing in Africa and navigating the Chinese (0:39:47)Being an 'active' shareholder via board seats (0:42:07)Investing in European or North Amer
	11 Mar 2024	Gold is flying – what M&A is next?	00:41:14
Plenty of news to get the week going, with the gold price flying we rip right into the big movers and speculate on why Spartan (SPR) is doing the publicity rounds. We then touch on Capricorn Metals (CMM) downpour and hit to production before having a chat about Delta Lithium’s (DLI) farm-in’s as well as Fortescue’s (FMG) farm-in with Magmatic (MAG). We then had a fascinating chat about what’s going on with copper treatment charges, which hit 14 year lows, as well as Lake Resources (LKE) who are rattling the tin, before rounding off with Calidus’s (CAI) half year books. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine Site Matt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurus https://www.dsiunderground.com/contact SMEC Power & Technology – Electrical experts sales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more seamus@anytimees.com KCA Site Services – Underground mining machine admin@kcasiteservices.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on Instagram (0:00:00)Introduction (0:01:38)Gold's flying - what M&A is next? (0:21:33)Will rain hit Capricorn's bottom line? (0:23:02)Delta Lithium sign multiple farm-in's (0:27:17)Fortescue sign copper farm in (0:28:34)Copper treatment charges hit 14 year low (0:34:55)Lake Resources rattling the tin (0:38:08)Calidus books highlight fragility
	12 Mar 2024	Fundie Roundtable: Rusty & Kav on Commodities	01:40:51
Money Miners we’ve got a treat. Anthony Kavanagh + Rusty Delroy visited the studio for an outstanding chat on all things commodities. We pick the brains of these two on: - Lithium (price floors/ceilings, LTR, PLS, PLL, China manipulation) - Platinum Group Metals (hybrid EVs, ICE sales) - Gold (M&A, value, developers/explorers) - O&G (east coast, Santos, Woodside, CVN, COI) - Tin (market supply, players) plus a heap more. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine Site Matt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurus https://www.dsiunderground.com/contact SMEC Power & Technology – Electrical experts sales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more seamus@anytimees.com KCA Site Services – Underground mining machine admin@kcasiteservices.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on Instagram (0:00:00)Introduction (0:01:52)Will we see price floors/ceilings in contracts? (0:08:50)To what extent has China played the market (0:25:59)Thoughts on Liontown's financing (0:27:04)The Pilbara Minerals short (0:32:00)Plug-In Hybrids (PHEVs) winning market share (0:41:35)Hybrid adoption ramifications for Platinum Group Metals (PGMs) (0:50:00)Are gold stocks cheap? (0:53:54)Potential gold M&A (1:04:56)East Coast energy market (1:13:47)Woodside & Santos talks breakup (1:21:03)Is Rusty into Tin? (1:28:55)What's next for Develop (DVP)?
	14 Mar 2024	Will Liontown & Arafura secure funding?	00:53:42
We’ve got a big one Money Miners. First up, Liontown’s (LTR) funding commitment as well as Pilbara’s (PLS) pre-auction sale. Next, we touch on Arafura’s (ARU) big funding announcement, the weather events hitting goldies including Gold Road (GOR) & Westgold (WGX) then onto the latest piece of shareholder activism in mining, Tribeca (and partners) talking up change at Glencore (GLEN). We then discuss the trend of exploration targets being shared by explorers, the latest moves in the copper market & we wrap up with another Syrah (SYR) capital raise. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine Site Matt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurus https://www.dsiunderground.com/contact SMEC Power & Technology – Electrical experts sales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more seamus@anytimees.com KCA Site Services – Underground mining machine admin@kcasiteservices.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on Instagram (0:00:00)Introduction (0:01:37)Our thoughts on Liontown's funding commitment (0:20:37)PLS sell a block of spod pre-auction (0:21:24)Arafura's shock funding (0:29:46)Copper tearing up (0:30:58)Gold Road & Westgold cop a downpour (0:32:46)Tribeca getting active at Glencore (0:37:11)The exploratuion target trend (0:44:31)Syrah raising capital AGAIN
	14 Mar 2024	Ben Cleary on Why Tribeca has just gone Activist on Glencore (BONUS EP)	00:35:48
This is a bonus episode today Money Miners. Matty managed to come into the studio early on his birthday for it too. It's juicy - Tribeca has gone activist on Glencore and Ben Cleary has dialled in. Ben is portfolio manager of the natural resources fund at Tribeca Investment Partners and outlines why they’ve launched an activist campaign on mining & trading giant Glencore (GLEN). He pulls apart the thesis, centred on not demerging any assets, listing on the ASX, revitalising capital returns via dividends & selling a minority stake in the trading unit. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine Site Matt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurus https://www.dsiunderground.com/contact SMEC Power & Technology – Electrical experts sales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more seamus@anytimees.com KCA Site Services – Underground mining machine admin@kcasiteservices.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on Instagram (0:00:00)Introduction (0:00:55)GLEN's multiple compression (0:02:41)Retaining the Coal Assets (0:09:57)Listing on the ASX (0:13:22)Why Australia'smakes sense for dividends (0:19:50)Realising the trading unit's value (0:30:19)Is Glencore coming to the party?
	15 Mar 2024	Rick Rule on picking "hated" sectors	01:16:50
We got the big man Rick Rule on to take the temperature on explorers, numerous commodities and where there’s value in the market. Our conversation covered some of the nuances in the uranium market, whether lithium is hated enough yet, his thoughts on gold & gold companies, why raising capital is harder in North America vs Australia for resource plays, whether platinum group metals are attractive, what’s going on in nickel and plenty more. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Chapters: (0:00:00)Introduction (0:01:37)How's uranium shaping up (0:04:06)Is lithium hated enough (0:06:40)Has nickel structurally changed (0:12:55)What's different in uranium this time (0:22:56)Forgotten lessons in uranium (0:24:20)How have ETFs changed the game (0:29:17)Is there value in gold (0:36:19)Bitcoin vs gold (0:40:13)Ricks thoughts on mean reversion (0:42:28)Is Rick looking at Rare Earths? (0:46:56)Is the TSX & LSE broken? (0:54:39)Are PGMs an opportunity (1:00:52)Is Uranium Enrichment a bottleneck? (1:03:24)Under-rated vs Over-rated Thank you to our Podcast Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine Site Matt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurus https://www.dsiunderground.com/contact SMEC Power & Technology – Electrical experts sales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more seamus@anytimees.com KCA Site Services – Underground mining machine admin@kcasiteservices.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on Instagram
	18 Mar 2024	What is the MinRes Lithium Strategy?	00:47:41
There’s was plenty of news to start the week, with MinRes (MIN) buying Lake Johnston off Poseidon (POS), South32’s (S32) GEMCO operations being hit by Cyclone Megan and the Battle of Nyanzaga draws one step closer to an end (ORR, PRU, SVM.t). Nickel Industries (NIC) have had a tough start to the year, whilst the falling iron ore price & rising copper price also got us chatting. To finish off, we chatted about compensation at cobalt struggler Jervois (JRV) and more production hits in the goldfields at Regis (RRL). All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine Site Matt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurus https://www.dsiunderground.com/contact SMEC Power & Technology – Electrical experts sales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more seamus@anytimees.com KCA Site Services – Underground mining machine admin@kcasiteservices.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on Instagram (0:00:00)Introduction (0:01:33)MINs go deeper on lithium (0:16:48)S32 get hit by Cyclone Megan (0:22:00)The end of the Battle for Nyanzaga looms (0:35:29)NIC look to make up for lost time (0:37:57)Iron ore gets whacked whilst copper flys (0:42:08)Does JRV's get paid to much cash? (0:45:08)More production hits in the goldfields
	19 Mar 2024	Bellevue RAISE vs NO-RAISE	00:40:05
We ripped into the show with a chat on Bellevue’s (BGL) grade control drilling and asked the question – will they rattle the tin again? Next, we delved into some intriguing posts by Develop (DVP) and Global Lithium (GL1) after MinRes’s announcement yesterday, then we talked copper with MAC & SFR getting a turn. Australian Vanadium (AVL) also got a mention before we discussed what the potential ramifications of disruptions to South32’s (S32) Groote Eyslandt Manganese operation could be. We rounded off discussing a leadership change & a prediction at Poseidon Nickel (POS). All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine Site Matt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurus https://www.dsiunderground.com/contact SMEC Power & Technology – Electrical experts sales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more seamus@anytimees.com KCA Site Services – Underground mining machine admin@kcasiteservices.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on Instagram (0:00:00)Introduction (0:01:08)Will Belleveue raise again? (0:15:51)What are Develop & Global Lithium playing at? (0:21:13)Metals Acquisition Corp's big hits (0:25:31)Sandfire refinance their debt (0:28:34)Is all well at Australian Vanadium? (0:31:21)Will S32's Groote Eyslandt disrupt manganese markets? (0:38:00)Poseidon roll in the changes
	21 Mar 2024	The Report that Shaved $250 Million from IGO Today	00:54:42
We’ve got a big one Money Miners. We started the show by dissecting a bearish report written on IGO, before discussing the latest news from Develop (DVP). Next, we pulled apart Sierra Rutile (SRX) in one of the year’s most fascinating M&A stories, then moving to another M&A story that is drawing to a close, we spoke about the Battle for Nyanzaga (ORR, PRU, SVM.t). Meteoric (MEI) & Australian Strategic Materials (ASM) both received non-binding hand outs from the US Export-Import Bank which was worth a chat, before we flew through announcements at Spartan (SPR), Calidus (CAI), Firefly (FFM) and lastly Global Lithium (GL1). All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine Site Matt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurus https://www.dsiunderground.com/contact SMEC Power & Technology – Electrical experts sales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more seamus@anytimees.com KCA Site Services – Underground mining machine admin@kcasiteservices.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on Instagram (0:00:00) Introduction (0:00:38) More pain to come for IGO? (0:15:47) Develop announce Karora deal (0:23:41) The years most fascinating M&A deal (SRX) (0:34:48) The Battle for Nyanzaga is almost done (ORR, PRU, SVM.t) (0:36:30) MEI & ASM get big government boost (0:40:24) Why the board change at Spartan? (0:47:11) Calidus rattle the tin (0:52:34) Firefly's Cu eq
	22 Mar 2024	The Battery Metals Opportunity (Matt Fernley Interview)	01:05:01
Money Miners, we’ve got the interview for all your battery metals questions We had a conversation with Matt Fernley (founder of Battery Materials Review & Head of Research at Westbeck Capital) to talk about lithium cost curves, inventories, Chinese dominance, EV sales, the rise of plug-in hybrids, how governments impact the markets plus nickel, graphite, manganese, cobalt & more! Read the Battery Materials Yearbook here All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine Site Matt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurus https://www.dsiunderground.com/contact SMEC Power & Technology – Electrical experts sales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more seamus@anytimees.com KCA Site Services – Underground mining machine admin@kcasiteservices.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter (0:00:00)Introduction (0:01:45)Why were lithium predictions so wrong in 2023 (0:04:32)The story of lithium inventories (0:08:39)Chinese lepidolites changing the game (0:15:16)Incentive price doesn't equal breakeven price (0:19:06)Chaning conversions costs for lithium (0:22:19)How with China's EV domination play out (0:28:32)The massive role of governments in Evs (0:31:45)Is the consensus EV sales forecast wrong? (0:35:15)Plug-In Hybrids the big growth market (0:42:33)Will we see a nickel green premium (0:48:59)Will the EU support the manganese market (0:50:39)Graphite market - Flake vs Spherical (0:55:12)Does cobalt have a future in batteries (0:59:11)Under-rated vs Over-rated
	25 Mar 2024	Pilbara picks a partner while SRX gets entertaining	00:50:16
Pilbara Minerals (PLS) kick starts the show by finally sharing more on its downstream plans while Genesis (GMD) vied for our attention with the big 5-year strategy. Brightstar (BTR) is tying the knot with unlisted Linden whilst raising capital and the Battle for Sierra Rutile (SRX) has taken some fascinating twists over recent days, as well as Leo Lithium (LLL) giving long suffering shareholders an update & the OreCorp (ORR) board recommends Perseus’s (PRU) bid. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine Site Matt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurus https://www.dsiunderground.com/contact SMEC Power & Technology – Electrical experts sales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more seamus@anytimees.com KCA Site Services – Underground mining machine admin@kcasiteservices.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on Instagram (0:00:00)Introduction (0:00:51)Pilbara picks Ganfeng (0:06:42)GMD's long awaited 5-year strategy (0:17:08)Brightstar & Lindin tie the knot (0:27:14)The Battle for Sierra Rutile! (0:45:16)Leo Lithium updates long suffering holders (0:47:22)OreCorp recommends Perseus's bid
	26 Mar 2024	29M sinks while copper rips	00:54:11
We start todays show with the most eye-catching story, the unfortunate announcement that 29M have suspended operations and are back to square one at Capricorn Copper. Following on with the Copper theme, we discussed the eye-catching rumours that Copper treatment charges have dipped negative, as well as Abu Dhabi’s largest company looking to hijack a Copper mine sale in Zambia. Next, we delved into Minerals Sands struggler Strandline (STA) then onto copper hopeful Firefly (FFM) who’re raising a chunky $52m. We round off the day with a couple colourful stories on Nova Minerals (NVA) plus a brief update on Centaurus (CTM). All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine Site Matt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurus https://www.dsiunderground.com/contact SMEC Power & Technology – Electrical experts sales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more seamus@anytimees.com KCA Site Services – Underground mining machine admin@kcasiteservices.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on Instagram (0:00:00)Introduction (0:02:00)29M struggle to keep head above water (0:21:03)Negative TCRC's in copper? (0:29:19)The hijacking of a Zambian copper mine sale (0:36:08)Strandline feeling the squeeze (0:40:48)Firefly launch chunky $52m raising (0:44:28)Fun facts about Nova Minerals (0:46:36)Centaurus rejig their plans
	27 Mar 2024	Albemarle looks to spark the market with $1,300/t sale	00:50:01
Mining news is all go, with Albemarle (ALB.nyse) trying to grab the attention of the lithium market through an auction sale, leading to us yarning about the state of the lithium market. The Battle of Sierra Rutile (SRX) has become one of the most fascinating stories we’ve covered with the emergence of a host of colourful characters today. Hastings' (HAS) search for capital led us to dive into their books, which make for tough reading, while on the more positive note Talisman (TLM) shared some intriguing mineralisation hits, which neighbours Kingston (KSN) no doubt welcomed as they too launched a capital raise. We round off today with more sloppy trading behaviour, this time in the stock of ASM. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine Site Matt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurus https://www.dsiunderground.com/contact SMEC Power & Technology – Electrical experts sales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more seamus@anytimees.com KCA Site Services – Underground mining machine admin@kcasiteservices.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on Instagram (0:00:00)Introduction (0:02:01)The growing lithium futures market (0:06:32)Albemarle sell a block at auction (0:14:51)The Fumble in the Jungle (Sierra Rutile) (0:27:35)Hastings drums up shareholder interest (0:41:01)Kingston look to benefit off Talisman's hits (0:44:31)ASM get a slap on the wrist
	28 Mar 2024	Our Most Open Discussion on Shorting (Will Thomson Interview)	01:20:10
Our conversation with Will Thomson of Massif Capital covered plenty of ground including the art of short selling as well as specific company shorts, the change in sentiment around copper, the long & short of lithium, whether uranium is misunderstood, how Will structures Massif’s portfolio and his lessons from insurance and much more. Sign-up for the Director’s Special All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Podcast Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine Site Matt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurus https://www.dsiunderground.com/contact SMEC Power & Technology – Electrical experts sales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more seamus@anytimees.com KCA Site Services – Underground mining machine admin@kcasiteservices.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Join our Facebook Group for the Money Miners and get access to the Hooteroo chat Money of Mine YouTube Money of Mine Twitter Money of Mine LinkedIn Money of Mine Instagram (0:00:00)Big Announcement (0:06:55)Will Thomson (0:09:03)Why short Piedmont Lithium (0:14:43)When's the right time to short (0:20:04)The Fund Manager - Prime Broker relationship (0:25:55)Massif's Lithium Americas holding (0:28:59)Will Milei be beneficial for mining in Argentina? (0:31:33)The Lundin Family BIG copper play (0:36:31)A sentiment change in copper (0:40:41)Copper torque (0:46:05)The right number of positions in a portfolio (0:47:24)The mindset change from insurance to equity investing (0:52:12)Whether to hedge currency risk (0:54:27)The process of writing out your ideas (0:57:02)Centaurus and the broader Nickel market (1:04:03)Are China ramping up Lepidolite to buy Western Mines cheaper? (1:06:43)Has uranium strucutrally changed? (1:09:10)Is this company a fraud? (1:12:49)Massif's Adriactic investment
	02 Apr 2024	Who’s Karora’s mystery suitor? + Finally, a QLD Copper Deal	00:47:35
We’ve got plenty to talk about after the long Easter break, starting with rumours of what Karora business combination could look like. Naturally, we tied Westgold (WGX), Ramelius (RMS) and Pantoro (PNR) into the conversation. Hammer (HMX) & Carnaby (CNB) have finally nutted out an agreeable deal while Nickel Industries (NIC) doubled their stake in the ENC HPAL project in Indonesia. There were plenty more intriguing stories to discuss including a 249D notice at Vintage Energy (VEN), Catalyst’s (CYL) potential working capital challenges, AIC Mines (A1M) ambition to grow in Queensland, Paladin (PDN) achieving commercial production, the unfortunate flooding in Northern Kazakhstan and lastly the completion on the Daunia & Blackwater acquisition by Whitehaven (WHC). Sign-up for the Director’s Special All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage on your mine site Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more seamus@anytimees.com WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Money of Mine on YouTube (0:00:00)Introduction (0:01:53)Who's Karora's mystery partner (0:13:56)Our 1st Birthday drinks (0:16:21)Hammer Metals & Carnaby finally do a deal (0:19:41)Nickel Industries go big in Indo (0:24:44)AIC Mines on the growth path in QLD (0:32:24)A 249D Notice at Vintage Energy (0:36:28)Winsome merging? (0:39:26)CYL's potentional working capital challenges (0:43:20)Paladin hit commercial production + Kazakh flooding (0:45:22)Whitehaven wrap up Blackwater & Daunia
	03 Apr 2024	Compare the Pair: Westgold vs Ramelius	00:51:46
Quarterly season has begun! We kick off with diverging reports from Westgold (WGX) and Ramelius (RMS) then move onto Regis (RRL) which disappointed with updated figures from McPhillamy’s. Next up we chatted about some speculation from the Director’s Special which is looking on the money, before touching on a slight of hand at Boss Energy (BOE). Our penultimate story was on Develop (DVP) who share revised figures for Woodlawn and lastly we spoke about one of the ASX’s most intriguing companies, ERA. Sign-up for the Director’s Special All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Podcast Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage on your mine site Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more seamus@anytimees.com WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. (0:00:00)Introduction (0:02:40)Compare the pair! WGX v RMS (0:10:00)Regis disappoints with McPhillamy's numbers (0:25:30)M&A speculation looks on the money (0:30:05)Boss Energy delays first U (0:34:47)Develop dials up metals prices at Woodlawn (0:42:21)One of the ASX's most intriguing co's: ERA
	05 Apr 2024	Why the exploration funding model is broken (Ahmad Saleem Interview)	01:37:39
We had the delight of interviewing Ahmad Saleem on everything exploration. Ahmad is a master of many trades. He’s a geologist, he’s started numerous businesses and has worked in private equity amongst many roles. We spoke about whether the juniors funding model, what filters to use for explorers, red flags, what discovery means and plenty more. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative Bladder Tanks for mobile Water storage Matt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurus https://www.dsiunderground.com/contact SMEC Power & Technology – Electrical experts sales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more seamus@anytimees.com KCA Site Services – Underground mining machine admin@kcasiteservices.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on Instagram Chapters: (0:00:00) Introduction (0:03:56) Is exploration funding broken? (0:13:16) Permitting and approvals (0:14:42) Why do most discoveries come from juniors? (0:19:30) Which producers have done exploration well? (0:23:12) Filtering good exploration companies from bad (0:31:15) Do juniors overstay their welcome? (0:34:09) Red Flags (0:37:26) Successful companies from good geology (0:41:36) Bullshit detection (0:55:08) What does a "discovery" mean? (1:02:24) Getting up the curve with new commodities (1:04:07) New trend of "Exploration Targets" (1:09:03) Should Private Equity be in mining? (1:22:01) If you see McKinsey… RED FLAG (1:24:51) Something that needs to LIVE in the Mining Industry (1:31:10) Something in the Mining Industry that NEEDS TO GO
	04 Apr 2024	The Fumble in the Jungle continues, WR1 go bargain hunting	00:34:29
We’ve got three big stories to chat about today. Firstly, The Fumble in the Jungle (or The Battle for Sierra Rutile) has had some exciting developments that we give coverage to. Secondly, Winsome’s (WR1) announced an option to buy the Renard diamond mine (and plant) near to its Adina lithium project and finally Rio Tinto (RIO) and South32 (S32) have received notice that the world’s biggest sovereign wealth Norges (of Norway) may divest its interest on the back of allegations relating to their Brazilian bauxite JV. Sign-up for the Director’s Special All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage on your mine site Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more seamus@anytimees.com WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Join our exclusive Facebook Group for the Money Miners and get access to the Hooteroo chat group Money of Mine on YouTube Money of Mine on Twitter (0:00:00)Introduction (0:00:58)A brand new segment! (0:01:51)The Fumble in the Jungle continues! (0:11:48)Winsome fast-track Adina with Renard deal (0:22:46)Rio & South32 in danger of being divested
	08 Apr 2024	Karora and Westgold in $2.2b deal and is the Azure deal at risk!?	00:56:44
Two big stories grabbed our attention today. We started by chatting about the curious trading in Azure (AZS) stock on the day of the EGM which we attended, followed up by the big gold merger between Westgold (WGX) and Karora (KRR.t). In addition, we spoke about the news that Galena entered voluntary administration, more news out of Sierra Rutile (SRX), Syrah (SYR) disappointing retail entitlement offer combined with a more positive market update, Capstone Copper’s (CSC) bumper block trade and lastly some pre-quarterly news out of Silver Lake (SLR). Sign-up for the Director’s Special All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Chapters: (0:00:00)Introduction (0:00:52)Is the Azure takeover in doubt? (0:21:18)Westgold revealed as Karora's partner (0:45:22)Lead-Silver miner Galena enter administration (0:47:29)The latest at Sierra Rutile (0:48:44)Syrah's stinking capital raise (0:52:14)Capstone Copper's bumper capital raise (0:53:48)Silver Lake jump on strong quarterly headline Thank you to our Podcast Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage on your mine site Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more seamus@anytimees.com WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the <
	09 Apr 2024	Why MINs bailed out of DVP + What’s the next gold deal?	00:35:00
Today kicked off with a chat about the news that MinRes (MIN) had sold out its 14% stake in Develop (DVP) to a group of investors, before getting into a gold speculation, touching on Westgold, Karora, Ramelius, Northern Star, De Grey, Spartan and Newmont (Telfer). On the gold theme, we picked over Solstice’s (SLS) Hobbes sale to Northern Star (NST), pondering whether juniors may start getting some more love, before discussing Manuka’s (MKR) hopefully ambitions in the Cobar and lastly, Prospect Resources (PSC) picking up a Zambian copper project. Sign-up for the Director’s Special All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage on your mine site Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more seamus@anytimees.com WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Money of Mine on YouTube (0:00:00)Introduction (0:01:23)Why did MINs trade its DVP stake? (0:05:38)What's the next gold deal? (0:17:23)Solstice cash in Hobbes to Northern Star (0:23:40)Manuka's hopefully ambitions in the Cobar (0:30:25)Prospect Resources get into Zambian copper
	11 Apr 2024	Is the commodity “supercycle” starting?	00:56:02
We’ve got a bit of a different episode today. Metals prices have been ticking up, so we did a broad check-in on a range of metals including gold, silver, manganese, zinc, copper & nickel, before going very deep into the fascinating set-up in PGMs and tin. Next, we spoke about Northern Star’s somewhat disappointing quarter, before chatting about a change in the exploration industry, and rounding off with news out of EQ Resources and Berkeley Energia. Sign-up for the Director’s Special All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Podcast Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage on your mine site Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more seamus@anytimees.com WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Money of Mine on YouTube (0:00:00)Introduction (0:02:05)What's happneing in gold, silver, copper, zinc, nickel & more (0:11:15)Are PGMs a contrarian play right now? (0:20:58)A special deep dive on tin (0:36:08)Northern Star's costs creep higher (0:39:09)An exploration game-changer (0:50:31)Are EQ Resources making money (0:51:37)Berkeley Energia go to court
	12 Apr 2024	Make-or-break mining projects (Nathan Stoitis Interview)	01:25:50
Metallurgy is a part of mining that isn’t often spoken about but can dictate the outcome. Nathan Stoitis broke things down for us, including why recoveries are a function of grade, the tricks company’s do to make projects look good, how you should view initial met results, plus the basics on all the main commodities as well as an over & under-rated round. Sign-up for the Director’s Special All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Podcast Partners: VRIFY – grant@vrify.com GetWet Solutions – Matt.hall@getwetsolutions.com.au DSI Underground – https://www.dsiunderground.com/contact Silverstone – kenny@sstone.com.au Anytime Exploration Services – seamus@anytimees.com WA Water Bores – James@wawaterbores.com.au Brooks Airways – ops@brooksairways.com K-Drill – ryan@k-drill.com.au (0:00:00)Introduction (0:00:30)Nathan Stoitis on Money of Mine (0:02:10)The basics about metallurgy (0:05:05)Grade vs Met (0:07:46)Recovery is a function of grade (0:10:27)How much weight to put into initial met results (0:11:17)Tricks to look out for (0:14:45)Is a metallurgists a must have? (0:16:17)When there's copper with your gold (0:21:08)Different ways to treat refractory gold (0:25:42)De Grey's challenge (0:32:17)"Right sizing" a plant and how ball mills work (0:36:28)Miners vs Mill Rats (0:40:38)Will Wiluna ever work? (0:41:57)The rise of Indonesia Nickel (0:43:46)Converting nickel plants into lithium plants (0:45:39)Mt Marion and flotation (0:47:18)How to desalinate Gold Fields water (0:52:38)Are rare earths the most difficult projects? (0:58:11)Hardest to easiest minerals to process (1:02:38)How hard is Mt Todd? (1:06:29)Mt Ida gold processing (1:09:48)Thoughts on Chalice (1:11:03)What is good met and what is bad met? (1:17:35)Over rated / Under rated
	15 Apr 2024	Gold Road Crashes on Raising Rumours for Billion Dollar Deal	00:55:44
Plenty to chat about today, with Gold Road (GOR) taking the top story, confirming their interest in Greenstone Gold, and following on with the theme of gold, Predictive Discovery (PDI) releasing their Bankan PFS. The US & UK’s decision to ban Russian products, including metals, has big ramifications which we spoke about, as well as Rio Tinto’s (RIO) rehab blowout at Argyle, Zhaojin & Emerald (EMR) going best & final at Tietto (TIE) & Bullseye respectively, another twist at Sierra Rutile (SRX) and Galan (GLN) quietly tapping the market. Sign-up for the Director’s Special All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Podcast Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage on your mine site Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more seamus@anytimees.com WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Drilling Guru's ryan@k-drill.com.au Join the Facebook Group for the Money Miners and request access to the Hooteroo group. Money of Mine on YouTube (0:00:00)Intro (0:01:53)Is investing in Greenstone Gold the right move for GOR? (0:16:44)Our thoughts on PDI's Bankan PFS (0:40:34)US & UK ban Russian metal (0:46:23)Rio Tinto's Argyle rehab blowout (0:49:06)Zhaojin go best & final for Tietto (0:53:07)Rapid fire: Emerald, Sierra Rutile & Galan
	16 Apr 2024	Miners get Hit with Big Down Day	00:59:06
We started today with a deep dive into Spartan (SPR) on the back of recent results, followed by a breakdown of Macmahon (MAH) acquiring Decmil (DCG). Next, we discussed the latest in Gold Road’s potential Greenstone interest, then Pantoro’s quarterly result, Hawsons Iron financing ambitions, a call out to AlphaHPN holders and a chat about what we’re looking for this quarterly season. Sign-up for the Director’s Special All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage on your mine site Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more seamus@anytimees.com WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Money of Mine on YouTube (0:00:00)Introduction (0:01:23)ASX 200 gets belted (0:02:58)Are Spartan constrained by their mill? (0:20:16)Macmahon buy Decmil (0:34:34)Westgold expand Bluebird resource (0:37:27)Gold Road in Dataroom again (0:42:03)Pantoro early quarterly (0:47:15)Hawson's Iron Ore (0:50:34)AlphaHPN (0:51:37)Quarterly anticipations from us
	18 Apr 2024	Gold Quarterlies: Performers vs. Disappointers	00:55:08
Today we did a tour around through the gold producers who reported quarterlies, including Bellevue (BGL), Genesis (GMD), Catalyst (CYL) and Tietto (TIE), then onto Spartan (SPR) who’re doing a big $80m raising. AIC Mines’ (A1M) quarterly got a segment before we had a good chat about Gina Rinehart’s recent action in rare earth’s, and what that could mean for Lynas (LYC) and MP Materials, before rounding off on another Gina story, the Hanrine and Titan Minerals (TTM) farm-in agreement. Sign-up for the Director’s Special All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Podcast Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage on your mine site Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more seamus@anytimees.com WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Money of Mine on YouTube (0:00:00)Introduction (0:01:22)Interpreting Bellevue's quarterly (0:09:54)How did Genesis perform (0:12:35)A recap on Catalyst (0:17:14)Tietto's board reject takeover (0:21:59)Spartan rattle the tin for 80 bucks (0:42:37)AIC Mines - copper torque (0:44:15)Will Gina bring LYC & MP Materials together? (0:52:15)Gina signs farm-in in Ecuador
	19 Apr 2024	Uranium Mining all the way to Nuclear Power – Mike Alkin interview	01:47:14
Mike Alkin is the Chief Investment Officer and Founder of Sachem Cove Partners, a specialty Uranium fund based in New York. This is an extremely high-level discussion around everything Uranium, from the mining all the way to enrichment and power generation. Mike holds a firm view that the world will be in a considerable Uranium structural supply deficit for many years to come. Sign-up for the Director’s Special All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Podcast Partners: VRIFY – grant@vrify.com GetWet Solutions – Matt.hall@getwetsolutions.com.au DSI Underground – https://www.dsiunderground.com/contact Silverstone – kenny@sstone.com.au Anytime Exploration Services – seamus@anytimees.com WA Water Bores – James@wawaterbores.com.au Brooks Airways – ops@brooksairways.com K-Drill – ryan@k-drill.com.au Money of Mine on YouTube (0:00:00)Introduction (0:01:09)Quick lay of the Uranium land (0:11:00)How much Nuclear power would the SPUT produce? (0:21:19)Double whammy of supply and enrichment deficits (0:23:43)2030 deficit prediction (0:38:27)Are Mike's views different to other Uranium funds? (0:48:42)What if everything goes perfectly in the next 6 years (0:57:39)Are there enough economic Uranium deposits? (1:03:05)Will Reactors get built if the structural supply deficit is too big? (1:05:54)Would a high price tempt a SPUT shareholder vote to sell their Uranium? (1:07:25)Will M&A heat up? (1:10:38)Kazatomprom situation (1:15:53)Can the West bring on enough conversion and enrichment to decouple from Russia? (1:22:10)Are SMR's plausible considering the lack of enrichment capacity? (1:25:34)East vs West demand (1:29:36)Reflection on today vs previous bull cycles (1:35:05)Will Oil & Gas companies get into Nuclear? (1:37:44)What can break the Uranium thesis?
	22 Apr 2024	S32’s GEMCO damage revealed + BSE’s 188%-premium takeover	00:49:35
First up, the big one, South32 (S32) finally shared an update on Groote Eylandt amongst their quarterly. Then, we got into the detail at Ramelius (RMS) who had a bumper quarter and onto Base Resources (BSE) who copped a huge takeover premium from American-listed Energy Fuels (UUUU.nyse). We then ventured to Bosnia to talk about Adriatic’s (ADT’s) decision to go owner-operator, followed by 29Metals (29M) who got offtake financing and provided an insurance update, Boss Energy (BOE) who finally announced first uranium drums, Global Atomic who are yet to lock down debt financing and lastly a peak into Delta Lithium (DLI) met results. Sign-up for the Directors Special All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Podcast Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage on your mine site Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more seamus@anytimees.com WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Money of Mine on YouTube (0:00:00)Introduction (0:00:55)S32 finally update on Australian manganese (0:10:12)Ramelius share bumper earnings (0:21:00)Base Resources agreed 188% premium takeover (0:25:26)Adriatic go owner-operator (0:33:03)29Metals get more insurance cash + offtake financing (0:38:06)Boss Energy produce U (0:39:50)Global Atomic debt financing nerves (0:43:32)A look into Delta Lithium's metallurgical results
	23 Apr 2024	Will LIC Activism Upend Aussie Funds Management? (WAM Interview)	01:09:28
Here’s our interview with Geoff Wilson and Cooper Rogers of Wilson Asset Management, one of the biggest players in the Australian funds management world. JD sat down with the pair to hear how the LIC manager is seeing the current macro landscape, in particular in the US and China, to learn why Geoff has decided to dust off the old Twitter account, and to hear about WAM’s view on how activism will influence the Aussie funds management sector, what various commodities will do from here and a chat about a bunch of stocks. Sign-up for the Director’s Special All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Podcast Partners: VRIFY – grant@vrify.com GetWet Solutions – Matt.hall@getwetsolutions.com.au DSI Underground – https://www.dsiunderground.com/contact Silverstone – kenny@sstone.com.au Anytime Exploration Services – seamus@anytimees.com WA Water Bores – James@wawaterbores.com.au Brooks Airways – ops@brooksairways.com K-Drill – ryan@k-drill.com.au (0:00:00)Introduction (0:03:40)Geoff becoming a Twitter power-user (0:05:19)Checking in on the USA (0:08:03)How markets look state-side (0:09:25)View on the Australian market (0:10:30)WAM view on the rate environment (0:12:28)Large cap vs small cap (0:15:05)The state of the LIC market (0:17:19)Shareholder engagement vs performance (0:21:37)Meeting management (0:23:28)Activism in the LIC market (0:25:15)Optimal size for WAM's strategies (0:27:45)Trading at NTA (0:29:08)Company buybacks (0:30:26)WAM's investment style (0:35:25)Should mining co's moats deserve more credit (0:37:27)Would WAM open a Resources LIC? (0:39:38)WAM's China view (0:43:35)Copper on the ASX (0:48:18)Will lithium's recovery continue? (0:54:45)Are WAM uranium bulls? (0:58:53)Gold's decoupling from real rates (1:03:30)Value in mining services
	24 Apr 2024	Is tin the next uranium? (Brian Laks interview)	01:06:14
On the show today we had Brian Laks, co-chief investment officer of Old West, an LA-based investor. Brian has gone deep into a number of the markets that we love chatting about, and we had a great time talking about uranium, tin, copper, gold, silver, the metals & mining sector broadly and a whole host of companies and projects that fall into these categories. Sign-up for the Director’s Special All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage on your mine site Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more seamus@anytimees.com WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Money of Mine on YouTube (0:00:00)Brian Laks on Money of Mine (0:01:03)The uranium investment to-date (0:06:39)The gateway drug to uranium (0:12:08)Trading SPUT (0:16:14)Big Uranium contracts to look out for (0:19:26)Discovering tin (0:30:33)Is there another Myanmar in tin? (0:34:53)Alphamin vs Metals X? (0:38:38)Copper torque (0:45:14)Choosing between producers, developers & explorers (0:48:59)Investing in big porphyry copper projects (0:54:47)Why is gold running? (1:00:20)Is Adriatic fully valued yet
	26 Apr 2024	Will BHP get Anglo… Eventually?	00:49:53
BHP eye off Anglo American. Wow. We also got round to chatting about Chalice’s (CHN) bizarre buying in Encounter (ENR) stock, Lynas’s (LYC) cost blowout at Kalgoorlie, Metals X’s (MLX) disappointing quarter of production and Equinox (EQX.nyse) scooping up the other 40%-stake in the big Greenstone mine. 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. VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + more seamus@anytimees.com WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au (0:00:00)Introduction (0:02:00)BHP eye off BIG swing for Anglo (0:36:55)Chalice pop up on Encounter's register (0:40:40)Lynas' up Kaloorglie capex… again (0:43:32)Metals X disappoint the barrons (0:46:03)Equinox pay US$1b for Greenstone remainder
	29 Apr 2024	The Anglo American Endgame	00:53:27
We start with the latest BHP-Anglo, then check in on Liontown’s (LTR) update. It’s off to Sierra Leone next for the latest twists and turns in the Fumble in the Jungle (SRX), and onto Boss Energy’s (BOE) opaque management departures and lastly, Ardea (ARL) who pulled in a big cheque to run a DFS for their Kalgoorlie Nickel Project. 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. VRIFY – Communicate in 3D - grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage - Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus - https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business - kenny@sstone.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + more - seamus@anytimees.com WA Water Bores – WA’s premier water well drilling company - James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators - ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling - ryan@k-drill.com.au (0:00:00)Intro (0:01:20)How will BHP-Anglo play out? (0:28:46)Will Liontown get through construction? (0:34:32)Big twists in the Fumble in the Jungle (Sierra Rutile) (0:38:40)Why has Boss Energy's CFO left? (0:43:54)Ardea lock in Japanese consortiums for DFS
	30 Apr 2024	Copper contenders vs. pretenders	00:47:32
We spoke about IGO’s numbers, Sandfire’s hiccup, Azure’s FIRB approval, activism at Karoon, Ravensthorpe shutting down, Tietto’s board changing their mind, MAC’s CSA opaque reporting, Cyprium trying to turn around Nifty and Aeris’ copper torque. 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. VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for Mining kenny@sstone.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + more seamus@anytimees.com WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading flight operator ops@brooksairways.com K-Drill – Exploration Drilling legends ryan@k-drill.com.au (0:00:00)Introduction (0:01:38)Did IGO improve? (0:07:15)Sandfire's paste problems (0:08:27)Ravensthorpe Nickel shutting down (0:10:26)Azure FIRB approval (0:11:48)Tietto's change of heart (0:15:07)Karoon activism (0:20:43)MAC's opaque reporting (0:32:08)Will Nifty work? (0:39:14)Aeris - Copper torque
	02 May 2024	We name & shame ASX co.’s	00:51:57
It’s name & shame time! We call out those companies who were a bit too lax in there quarterly reporting. Then, a fascinating dive into manganese with Tony Gu of Datt Catipal, following the recent events at Groote Eylandt. We then chat about the bit for Lithium Energy’s Solaroz, Northern Star’s Jundee performance, news out of Austral and a check-in on Wesfarmers Covalent Lithium. 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 license 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. VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au 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 (0:01:14)It's name & shame time! (0:09:17)A manganese special with Tony Gu (0:39:12)LEL attract a bid for Solaroz (0:45:38)Is NST's Jundee declining? (0:47:30)Administrators called at Austral (0:49:01)Covalent Lithium ramping up
	03 May 2024	Saving Junior Mining (David Finch Interview)	00:45:22
Our guest today is David Finch, CEO of Ixios Asset Management. David recently shared a much-publicised tweet on the rules that the junior mining industry should abide by to help lift the sector out of its malaise. The post naturally clicked for us and was worthy of expanding on in greater detail. 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. VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au (0:00:00)David Finch on Money of Mine (0:07:03)Don't whine about naked short selling (0:08:59)Don't issue paper at a 30% discount + warrants (0:15:10)Don't issue yourself a big chunk of capital at 0.0001c (0:16:53)You know the company will need more capital at some stage (0:19:19)Don't put eight of your best golfing buddies on the board (0:22:19)Don't jet round the world on the company dime (0:24:28)Don't fill your desk with macro bullshit (0:27:23)Don't have a slide comparing your company to others on market cap/oz (0:28:52)Don't use phrases like 'bonanza grade' (0:30:55)Spend at least 80% of the company's money advancing the project (0:33:41)Make sure your business plan is adjusted to produce regular news flow (0:35:48)Don't use gold loans, pre-pays, convertibles or royalties in a pre-rev company (0:38:53)If there's bad news - be upfront
	06 May 2024	What tin price satisfies demand? (Mark Thompson + Hadley Natus)	01:22:59
We have a treat for the tin barons – a two-in-one special all on tin! Mark Thompson and Hadley Natus joined us in to separate conversation to give the lay of the land on the tin bull thesis, how demand and supply and playing into current price movements, why there’s a distinct difference between metal and concentrate pricing, how Indonesia and Myanmar impact the market and heaps 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: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy Money of Mine MERCH (0:00:00)Introduction (0:01:13)How the tin market got to today (0:19:29)Myanmar + Indonesia's impact (0:29:21)Supply fragility (0:44:24)Hadley Natus on Money of Mine (0:47:54)The supply-demand balance (0:50:21)Understanding concentrate vs metal market (0:53:47)The role of refining capacity (0:59:07)Thoughts on the Indonesia scandal (1:05:30)Tin vs copper (1:12:23)Is there a Physical Tin Trust? Should there be? (1:16:33)Will there be a new Myanmar? (1:18:08)Is Congolese supply at risk
	07 May 2024	The PGM Opportunity (Roger Baxter Interview)	00:59:34
We had Roger Baxter come on the show to chat all things PGM’s. Plenty of ground was covered from the current supply-demand set up, what the state of South African operations are, how a rapid adoption of hybrid vehicles will impact and market what role recycling will play going forward. 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: VRIFY – Communicate in 3D - grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage - Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus - https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business - kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors - davidh@creinsurance.com.au WA Water Bores – WA’s premier water well drilling company - James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators - ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling - ryan@k-drill.com.au 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) Introducing Roger Baxter (0:01:50) What's the supply-demand outlook implying (0:17:19) The state of South African operators (0:22:22) How deep into the costs curve are we (0:25:07) How much capex is being put into new projects? (0:27:53) What do PGM orebodies look like? (0:35:53) How is the recycling market evolving (0:39:43) Is there a shortage of smelters/refiners (0:43:11) Zimbabwe's role (0:44:17) What is the incentive price for new projects? (0:46:14) Power issues in South Africa (0:51:16) Russia PGM insight
	09 May 2024	Our chat with Rene Sterk, Geologist Renegade	01:21:00
We’ve got a cracking chat with Rene Sterk to share today. Rene is a geologist who is busy on many fronts, with a passion for the industry that can be felt. We discussed how and why JORC is changing, how things differ from overseas to Australia, the tricks to look out for in reporting 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: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group Money of Mine on YouTube, Twitter, LinkedIn & Instagram (0:00:00)Rene Sterk on Money of Mine (0:01:41)Fixing JORC (0:24:54)Ramifications on inferred resources (0:29:47)Parker Challenge for Oyu Tolgoi resource (0:33:48)Stringent drill spacing (0:36:29)Top things to check in a Mineral Resource Estimate (0:41:17)What is a world class intersection? (0:45:10)How does Ni43-101 differ from JORC? (0:49:34)Will MRE's be harder to do? (0:55:37)How should companies be made accountable? (0:59:40)Dealing with misaligned MD's and CEO's (1:07:47)Proportion of money put into the ground (1:15:09)Rene's Youtube channel - MEASURED
	10 May 2024	The Man on a Mission to Overhaul Karoon (Gabriel Radzyminski Interview)	00:50:54
Our guest today is Gabriel Radzyminski, founder of activist hedge fund Sandon Capital. Gabriel outlined the state of activist investing in Australia and why he started the fund, how he picks opportunities, his recently announced campaign at Karoon Energy, his history with Iluka and much more. Sign-up for the Director’s Special Chapters: (0:00:00)Introduction (0:01:05)Why start an activist fund (0:03:57)Warren Buffett - the original activist (0:06:48)Are big investors moving away from activism? (0:14:51)Sandon & STAM's campaign at Karoon (0:15:55)2023's worst capital raise (0:25:43)Misaligned incentives (0:28:20)Picking opportunities (0:32:57)Iluka's iron ore royalty (0:43:16)Did Iluka appreciate the value? 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: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au 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
	13 May 2024	What were NexGen thinking?	00:59:35
We’ve got some fascinating stories to chat about, starting with the shocking fraud news out of Canada from Red Pine Exploration (RPX.v). Next, we share our thoughts on the bizarre decision for NexGen (NXG) to sign a con note to go and buy physical uranium, then it’s off to Africa for the latest at AVZ Minerals (AVZ), Leo Lithium (LLL) and Firefinch (FFX). Our penultimate story is on the prospect that Gold Road (GOR) will sell itself, before wrapping up on the news Austral (AR1) has ended its period in receivership. Firefinch saga YouTube, Spotify 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: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au 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 (0:03:16)The Return of Bre-X (0:18:02)Naughty Naughty NexGen (0:34:32)AVZ, Leo Lithium and Firefinch (0:48:38)Is Gold Road for sale? (0:51:54)Glencore buy Austral
	14 May 2024	The art of M&A investing with Ben Bailey	00:59:34
We’ve got a great interview to share with Ben Bailey of risk arb fund Harvest Lane. This one is all about the deals, the bread and butter of Harvest Lane, and we cover plenty, including the takeover of Azure (AZS)/Gina/SQM, Tietto (TIE), Sierra Rutile (SRX), offshore oil play FAR, Base (BSE) and Energy Fuels (UUUU.ny), Red 5 & Silver Lake (SLR), cotton target Namoi (NAM), , and 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: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au 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)Ben Bailey in person on Money of Mine (0:00:47)What happened at Azure (0:09:46)How bizarre was the Tietto takeover (0:20:03)The Fumble in the Jungle (SRX) (0:30:34)Money on the table at FAR? (0:39:02)The Base Resources / Energy Fuels takeover (0:43:41)The quirks of the Red 5 - Silver Lake deal (0:49:50)Tricks of the trade (0:50:53)The story unfolding at Namoi Cotton
	16 May 2024	BHP-Anglo – the time is now	00:52:48
This one’s all about the BHP-Anglo deal. We set the scene, then give an overview of what’s happened over the past few days. Next we step through Anglo’s strategy, sharing our thoughts go what’s being kept and what’s going, before diving into BHP’s retaliation, and lastly, where does it go from here. The termination of Patriot Battery Metals (PMT) and Albemarle (ALB.nyse) MoU to go downstream was also worthy of a chat. 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: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Exploration drilling guru's ryan@k-drill.com.au 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 (0:00:54)Setting the scene: BHP-Anglo (0:03:41)What's happened lately (0:08:56)Anglo's go-it-alone strategy (0:27:19)The BHP retaliation (0:36:10)What happens from here (0:45:15)Patriot & Albemarle terminate MoU
	17 May 2024	Can we overcome our China reliance? (Todd Warren Interview)	00:42:54
We had the great opportunity to sit down with Todd Warren, investor and partner at Tribeca Investment Partners. Our conversation was super wide ranging, covering topics such as changes in the decarbonisation thematic, demand for hybrid vehicles, resource nationalism, the volatile nickel market, the big BHP - Anglo deal, the case for uranium, the Energy Fuels - Base Resources deal, the lithium market and lots 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: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au 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 (0:01:18)Changes to decarb since 2021 (0:02:44)Demand for hybrids (0:07:27)Nationalism of industries (0:12:11)Rise of ASEAN nations (0:13:14)Nickel
	20 May 2024	The low-down on USA’s Russian Uranium Ban	00:51:19
We ripped straight into the big one today, dissecting what the US ban on Russian enriched uranium means for the market. Next up was a deep dive into AlphaHPA (A4N), who had a huge day announcing their DFS, FID and financing, before we picked over Patriot Battery Metals (PMT) capital raise. Lastly, we got the run down on Metals X’s (MLX) AGM. 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: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au 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 (0:01:26)What does the US Russian uranium ban mean? (0:16:13)Why is AlphaHPA a fascinating company (0:37:13)Patriot Battery Metals rattle the tin (0:40:19)The lowdown on Metals X's AGM
	21 May 2024	The metals bull market (DK Interview)	00:55:52
We had the delight of sitting down with Terra Capital’s Dylan Kelly (DK) to chat about some big resource investing topics. On the agenda: - The new bull market in gold (and why miner’s valuations are still cheap) - The role of quants and central banks in this bull market - Copper: Physical premiums and why copper theft is a good proxy for scrap supply - What actually causes mining capex blowouts - The tricks of the silver mining trade 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: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au 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. (0:00:00)DK back on MoM (0:02:37)Gold bull market - stocks to follow? (0:17:51)The role of quants, ETFs and central banks in gold (0:21:54)Copper: physcial premiums (0:26:23)The tricks of the silver trade (0:42:45)What actually causes mi
	23 May 2024	Our intern investigates the $5 Billion mine that won’t work (it’s Woodsmith)	00:55:16
Our intern Matt “Hobbsy” Hobbs has gone deep into the asset almost at the centre of the biggest mining M&A deal of the decade – Woodsmith. If you haven’t heard of it, we don’t blame you. This is a giant mining project currently under construction in the UK and it has been a giant plague within Anglo American’s portfolio. Hobbsy unpacks the colourful history of the project and evaluates its prospects here in 2024. Spoiler, we aren’t awfully positive on its outlook despite US$5 billion being sunk to date. 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: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group Money of Mine on YouTube, Twitter, LinkedIn & Instagram (0:00:00)Introduction (0:01:19)Why this project is of interest (0:02:53)The beginnings of Woodsmith: Sirius Minerals (0:09:42)Funding disaster (0:14:52)What the heck is Polyhalite? (0:23:50)Novel engineering approach (0:31:20)Sandstone dilemma (0:44:46)What Anglo American thinks now (0:47:38)When could first production happen?
	24 May 2024	The Red Flag to Look for at Miners (Sean Russo Interview)	01:19:07
We had the pleasure of sitting down with Sean Russo for an in-person chat about all the trends in mine financing and hedging. Sean is a wealth of knowledge on how gold miners get their operations going (from a financial perspective), the history of how companies have got in & avoided financial trouble and what he’s seeing right now at certain miners that is a cause for concern. 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: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. (0:00:00) Introduction (0:01:53) Sean Russo back for a hedging spectacular (0:08:37) Do costs fall as the gold price falls? (0:11:37) Fuel hedging (0:13:02) Capricorn's hedging (0:15:31) Saracen vs Regis in 2000's (0:19:52) Unhedged vs hedged gold miners (0:29:27) Ramelius vs Westgold (0:34:41) Approach for undeveloped projects (0:44:20) Raising equity vs debt (0:50:37) Put options vs hedging (1:08:57) What could cause a gold price fall?
	27 May 2024	Another “fully funded” capital raise?	00:32:56
We’ve got 4 juicy stories to start the week off. First up we get right into Adriatic Metals, who launched a US$50m capital raise, their 3rd since being “fully funded”. Next, we went over to PNG to check in on St Barbara, after a disappointing Simberi update, then we picked through the Metals Acquisition Corp and Polymetals deal. Lastly, we couldn’t help but discuss the news that the perennial disappoint Firefinch are being sued by EGTF over failed payments. 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: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au 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, LinkedIn & Instagram (0:00:00)Introduction (0:01:27)Adriatic raising capital again! (0:16:25)Just when things were turning at St Barbs (0:22:14)MAC + POL sign a tidy deal (0:30:03)Firefinch are in the bad books… again
	28 May 2024	Uranium CEO Sells Over 80% of his Shares	00:38:20
There was only ever going to be one starting point today, Boss Energy. We share our thoughts on the decision of three directors to off-load substantial amounts of their stock, before jumping into the BHP-Anglo deal as the deadline looms. We wrapped up with further thoughts on Firefinch as the company gave a market update following their walking away from the Morila gold mine. 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: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au 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 (0:01:42)Boss Enbergy directors rinse $25m of stock (0:25:22)BHP-Anglo deadline looms (0:35:46)Firefinch backtrack on yesterdays words
	29 May 2024	BHP’s Approach was Amateurish says Investment Banker Tshepo Magagane	00:44:55
As a bonus episode, we’ve got a fascinating chat with Tshepo Magagane to share on all things BHP-Anglo. Tshepo is a South African former investment banker, with extensive experience on African mining transactions and investments. He’s been posting some unique thoughts regarding the ongoing negotiations, with punchy views, that we’re excited to tap into and share. 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: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.com Chapters: (0:01:06)Tshepo on Money of Mine (0:01:56)£50/share is needed (0:06:40)BHP have been naïve (0:08:05)Important & overlooked details (0:09:30)Excon - overlook it at your peril (0:12:40)There will NOT be roll-over relief (0:14:10)How this deal has evolved (0:16:50)Synergies are a thumb suck (0:17:45)Anglo's "go-it-alone" strategy (0:24:05)Has it all been a show by BHP? (0:27:35)China's next 10 years in Africa (0:29:05)Can Anglo execute (0:32:03)Iron Ore allowed for many mistakes (0:34:35)What's Glencore's angle? (0:37:15)The bankers running Anglo's defence (0:42:10)Tshepo's prediction
	30 May 2024	Murchison Mayhem: Have Ramelius shown their hand?	01:04:33
There’s some BIG stories to chat about today. We go deep on all things Murchison with the drama that has unfolded between Westgold (WGX) and Ramelius (RMS), not to mention Karora, Ora (OAU), Great Boulder (GBR), Meeka (MEK), Monument (TSX-listed) and Rumble (RTR). Then we jump into the break-up of BHP and Anglo and what the fall means, plus the theory that this was the plan all along. 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: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au 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 (0:01:11)Have Ramelius shown their hand? (0:30:19)Westgold does a deal with Ora (0:34:23)What about GBR, MEK, RTR, MMY.v? (0:46:35)Was it always BHP's plan to walk from Anglo?
	31 May 2024	Dispelling Clean Energy & Gold Myths (Roscoe Widdup)	01:17:09
JD sat down with Roscoe Widdup, founder of Triple Eight (T8) Capital for a deep dive into Roscoe’s view on markets. T8 run a Clean Energy Fund as well as a Gold Fund, which formed the foundational of all the different themes and companies discussed. Roscoe shared what he looks for in companies, what the last 5 years has been like in the volatile space, why gold bullion is the best perform asset of the past years 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: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au - +61 475 627 569 DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com – 1300AIRWAY K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.com (0:00:00)Intro (0:02:17)Roscoe Widdup (0:02:44)Clean energy myths (0:05:08)Understanding the macro (0:09:15)Multiple compression (0:12:53)Cost of capital importance (0:16:01)Finding standout businesses (0:17:57)The solar opportunity (0:21:38)BIG US tariffs (0:25:17)EV industry consolidation (0:31:00)The hybrid threat (0:32:13)Nuclear & uranium (0:34:00)MP Materials vs Lynas (0:36:32)Contrarian on copper (0:40:48)The Gold Fund (0:47:15)ASX goldies vs overseas players (0:50:12)Central Bank gold buying (0:54:10)Real rates & the gold price move (1:05:16)Gold stocks vs bullion
	03 Jun 2024	2 Fundies’ views on Uranium, Debt Funding and Management Premiums	00:39:34
On our voyage to Sydney, we sat down with Darko Kuzmanovic (Janus Henderson) and Matt Fist (Firetrail), alongside Livewire’s James Marley, to pick the brains of these resource investors. This video is part 2 of the interview, with part 1 posted on Livewire’s channel last Friday (link below). While part 1 covered resource investing fundamentals, lithium (IGO, PMT, PLS) and copper, part 2 dives further into copper, gold, some fascinating views on debt vs equity funding projects, management premiums and the uranium trade. Link to Part 1: https://www.youtube.com/watch?v=3UgQPOGODPc&t=680s 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: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au - +61 475 627 569 DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com – 1300AIRWAY K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.com Join our exclusive Money Miners Facebook Group (0:00:00)Introduction (0:02:06)Friedland & Ivanhoe (0:06:16)Darko & Fisty's investment strategies (0:08:58)Small cap investing (0:14:46)Spartan's growth story (0:17:12)Debt vs equity funding (0:23:09)The outlook for Genesis (0:26:21)Management premiums (0:27:18)Uranium thematic (0:32:49)What are NexGen doing?
	04 Jun 2024	What stocks are flying under the radar?	01:27:31
This is a juicy episode. We decided to chat through all the companies that have something bubbling away that could rise to the surface soon. We run through it by commodity, chatting our way through energy (including uranium), gold, lithium, iron ore, mineral sands, rare earths, copper and met coal. Too many companies to mention came up! 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: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au - +61 475 627 569 DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com – 1300AIRWAY K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au 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, LinkedIn & Instagram (0:00:00)Introduction (0:03:10)Energy (0:17:51)Gold (0:30:52)Lithium (0:36:16)Iron ore (0:41:58)Rare earths (0:49:54)Mineral sands (0:51:24)Copper (1:00:19)Develop Global (0:10:14)Greatland Gold (1:18:56)Anglo met coal (1:23:23)Gina's influence
	06 Jun 2024	Ellison pulls a lever… who benefits?	00:50:33
Chris Ellison pulled one of his “levers” and announced the much-anticipated sale of 49% of the haul road. We look at the players that could reap the rewards for the new road. Matty got us up-to-date on all the big rumblings in the uranium world, then we chatted through the life and recent struggles of Sheffield Resources (SFX). Novelis ditched their BIG IPO plans which had us raising an eyebrow and lastly we chatted about the bad habit of deals continuously leaking on the ASX. 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: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au - +61 475 627 569 DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com – 1300AIRWAY K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.com Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group (0:00:00)Introduction (0:01:36)MINs bring the cash (0:04:51)The Onslow iron ore hopefuls (0:17:48)What's going on in uranium (0:31:59)Sheffield start stumbling (0:39:39)Novelis ditch IPO plans (0:44:04)Leaky deals on the ASX
	07 Jun 2024	Spec Stocks Spectacular with Ahmad Saleem	01:12:46
The Money Miners have long requested a small cap special, and we’ve done it. We brought on geological whiz Ahmad Saleem to help us navigate some hot regions, companies and commodity all across the world. First up we went to the Cobar to pick through the exploration hopeful, including AGC, PEX and TLM and more. Then, it was over to Africa, first in the Copper-belt looking at PSC and onto WIA and their Namibian gold ambitions. Lastly, closer to home, we ventured to the West Arunta to look at WA1, ENR, CGR and RCR. 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: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au - +61 475 627 569 DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com – 1300AIRWAY K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.com Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group (0:00:00)Ahmad Saleem - Geological whiz (0:03:17)What's cooking in the Cobar (0:26:10)Is Zambia the next copper hot-spot? (0:46:50)Have WIA got what it takes? (0:56:14)The beautiful West Arunta
	10 Jun 2024	Beers and Mining Smack Talk with 4 GCs	01:35:03
Bonus ep time Money Miners. We sat down with 4 (3 in person, 1 virtually) UGC’s who earned their way onto the show through their phenomenal effort in sharing the Director’s Special newsletter. Chatting with these Money Miners, we ventured from exciting small caps to M&A at the big end of town, from valuing gold in the ground to resource nationalism and plenty in between. It was a privilege to sit down & have this cracking conversation. 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: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au - +61 475 627 569 DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com – 1300AIRWAY K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au 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, LinkedIn & Instagram (0:00:00)UGCs on MoM (0:05:10)Koala's final words on Anglo/BHP (0:18:49)Optimality (0:26:24)Processing balls ups (0:38:03)KRM (0:43:56)First Quantum (0:54:59)Koala's picks (1:01:30)Bryce vs Trav on blockchain (1:17:35)Nexgen
	11 Jun 2024	Energy deal rumours heat up	00:28:47
We’ve got plenty of stories from around the grounds, starting with 29Metals (29M) finalising their offtake financing, then onto Southern Cross (SXG) & Mawson Gold (MAW.t) tying the knot. MinRes (MIN) seem to have pushed their $200m Red Hill (RHI) payment down the road a touch, while oil & gas M&A rumours are in the air. Bannerman (BMN) knocked out more study numbers while AIC Mines (A1M) hit their FY24 guidance and Spartan (SPR) shared further gold hit. To wrap up, we had some word on the decline regarding BHP’s Nickel West (BHP). 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: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au - +61 475 627 569 DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com – 1300AIRWAY K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au 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 (0:00:00)Introduction (0:01:01)29M - tell us the margin! (0:04:43)Southern Cross & Mawson merger (0:11:17)MinRes delay Red Hill payment (0:14:35)O&G deal rumours (0:17:52)More studies from BMN (0:21:44)Guidance hit at A1M (0:23:29)Gold hits at Spartan (0:24:36)BHP Word on the Decline
	12 Jun 2024	When to pick miners (Stephen Wood Interview)	01:14:57
We sat down with Stephen Wood of Eiger Capital to chat through his views on the world of resources. Stephen has been invested in a host of companies across many commodities that we love to chat about, from goldies to iron ore, and uranium to rare earths. He’s got a philosophy on picking miners coming to production in a bullish market which we got a kick out of debating with him. 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: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au 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 (0:01:27)Iron ore mirrors lithium (0:21:40)Lynas & MP tie up? (0:29:02)Iluka's funding gap (0:32:57)Will BGL raise cash? (0:39:41)BGL growth (0:41:48)Why hold Deterra? (0:46:48)The Uranium market (1:04:45)Backing Whitehaven
	14 Jun 2024	Value Hunting with Trader Ferg	01:19:53
We’ve got a great chat to share with Fergus Cullen (or Trader Ferg). Ferg writes a popular Substack blog, where he hunts for value investments in a lot of the areas we like to look. We had a blast picking through PGMs, beaten oil services plays, the evolution of the uranium trade, where coal and other energy goes from here, why he’s taken a liking to gold as well as the recent addition of tin to his portfolio. 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: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au - +61 475 627 569 DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com – 1300AIRWAY K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.com (0:00:00)Introduction (0:03:43)Is nickel an opportunity (0:06:57)Beaten up PGMs (0:12:14)The oil services attraction (0:15:48)PGM supply risk (0:21:11)Being too early (0:23:04)African risk (0:26:13)Entering uranium (0:29:23)When to sell (0:32:24)Index flows (0:34:51)Energy Return on Investment (0:40:02)Namibia Uranium (0:42:38)Boss' director sales (0:46:32)Nexgen's colourful moves (0:49:51)Rare earths - too hard (0:53:39)Met vs thermal coal (0:57:21)China & developing markets (1:02:39)Why gold (1:08:47)Buying physical (1:14:13)Adding tin
	13 Jun 2024	Why are these miners so hated?	00:53:27
We’re straight into the shorts today, chatting through a heap of the most shorted ASX miners and pondering why. Then, we delved into the EU’s latest attempts to support its auto-makers by ratcheting up tariffs on Chinese made vehicles, before we picked through who could buy Spartan (SPR) on the back on its run. Big copper producer MMG have been making some fascinating moves in capital markets which drew us in, and to round off we discussed Galena (G1A) and Hastings (HAS) tough journey. 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: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au - +61 475 627 569 DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com – 1300AIRWAY K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au 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 (0:01:29)ASX's most hated stocks (0:11:55)EU says NO to Chinese EVs (0:19:27)Why $SPR get taken? (0:36:52)MMG get BUSY (0:43:42)HAS & G1A's long road
	17 Jun 2024	Uranium grows, lithium woes	00:56:33
Righto Money Miners, Deterra (DRR) has done a deal and you bet we had a chat about it. Out of the blue, Rio Tinto’s (RIO) Jadar project looks like its going to get local approval in Serbia, while the rest of the lithium market (LTR, IGO, PLS) is reeling for a tough month in the market. Uranium, on the other hand, continues to win people over, as Japan discussed expanding output at a number of its existing power plants. 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: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au - +61 475 627 569 DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com – 1300AIRWAY K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au 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, LinkedIn & Instagram (0:00:00)Introduction (0:01:15)Deterra does a deal! (0:29:13)Rio's Jadar gets closer (0:34:23)Lithium players get whacked (0:42:16)Uranium popularity grows
	18 Jun 2024	Who’s dumping FMG stock?	00:53:27
We kickstart the show looking to identify the seller of over $1b of FMG stock. Then, it’s a dive into Niger to get up to see on how geopolitical events are shaping European uranium demand, before we pick apart Beach Energy’s (BPT) new direction. Lastly, we discuss three open pit gold projects (GMD, AUC, SGD.t) and see how each stacks up. 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: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au - +61 475 627 569 DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com – 1300AIRWAY K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au 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 (0:01:53)Who's dumping FMG? (0:05:21)How Niger is shaping uranium demand (0:24:46)Are Beach on the right track? (0:37:52)Comparing Genesis, Ausgold & Snowline Gold

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