Avsnitt
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As global markets rocketed, tin got smashed on the back of the news that Alphamin would be making a staged restart of the Bisie mine.
We then delved into the latest in the Gold Road – Gold Fields saga, with the target seemingly playing its part in the “takeover dance.”
Finally, Minerals 260 has completed its acquisition of Bullabulling and received a $220m raise to boot.
Chapters:
(0:00) Introduction
(2:21) Alphamin is Back, Tin Down
(17:04) Gold Road x Gold Fields Drama
(37:04) MI6 trades with Bullabulling
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Brisbane, 20 - 22 May, 2025Thank you to our Partners:
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K-Drill – Safe, reliable, and productive surface RC drilling
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tim.taylor@crossbounda
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Today’s show is a great discussion with the vastly experienced Alan Broome.
We looked at what the mines of the future will look like, where the low hanging fruit is in respect to innovation, how Australia can stay ahead of the curve, what it means for those working in the industry and a whole bunch more.
This episode was made in partnership with Austmine's GRX Conference.
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Brisbane, 20 - 22 May, 2025Thank you to our Partners:
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Grounded - Infrastructure for remote mining and civil projects Australia wide
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http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance
[email protected] – 1300 143 947
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries
[email protected] - +61 450 944 489
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Saknas det avsnitt?
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There are lots of unknowns in the ever-evolving lithium market: think supply, demand, geopolitics, technology and battery chemistry. Today, emerging young gun Daniel Rau joins us to discuss this.
We explore the current market structure challenges, cost curve steepness, DLE technology, geopolitical forces and much more.
You can read more of Daniel’s insights on his Twitter account: https://x.com/drauwsy
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Chapters:
(00:00) Introduction
(02:54) Supply and Demand Now
(06:17) BESS Growth
(24:36) Long-Term Supply and Demand
(36:30) Chinese Influence on Lithium Market
(42:30) Challenges for Western Lithium Companies
(45:53) Unsettled Battery Technologies
(52:07) Direct Lithium Extraction (DLE)
(57:46) East vs. West: DLE
(01:09:06) Challenges in the Supply ChainPlease read our Privacy Policy and Disclaimer here
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Brisbane, 20 - 22 May, 2025Thank you to our Partners:
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Grounded - Infrastructure for remote mining and civil projects Australia wide
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http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
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[email protected] – 1300 143 947
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
Black Diamond Drilling Services – Drilling consumables supplier f
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Markets started Monday in freefall, so we talked about the implications for Aussie and global miners.
We then delved into Rio Tinto’s activist battle with Palliser Capital and touched on uranium market dynamics too.
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Chapters:
(0:00:00) Introduction
(0:01:11) Market Meltdown
(0:05:46) Rare Earths interesting?
(0:14:36) 14 Miners Most Vulnerable
(0:25:00) Rio Tinto vs Palliser
(0:39:53) Contrarians enter U stocks
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Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
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Brisbane, 20 - 22 May, 2025Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance
[email protected] – 1300 143 947
Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries
[email protected] - +61 450 944 489
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
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The gold price is flying, can you believe it’s soared beyond A$5,000 per ounce? We ask Hedley Widdup of Lion Selection Group about every single gold junior we can think of. We don’t think we even talk about a single producer in this episode, we’ve gone down the Lassonde curve discussing the projects that very well might find have their moment in this gold environment.
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Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
Non-members enter code MOMNM at checkout for $160 off your registration. Brisbane, 20 - 22 May, 2025
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Grounded - Infrastructure for remote mining and civil projects Australia wide
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Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance
[email protected] – 1300 143 947
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries
[email protected] - +61 450 944 4
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First up today is the punchy bid that Huayou & Renault chucked up for Galan’s assets, leading it to jump 45%.
Then, we discuss possibilities in anticipation of Bellevue’s release, we look at Ramelius’ pre-reported quarterly as well as the quarterly from Polymetals and an update from Metro Mining.
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Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
Non-members enter code MOMNM at checkout for $160 off your registration.
Brisbane, 20 - 22 May, 2025Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance
[email protected] – 1300 143 947
Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries
[email protected] - +61 450 944 489
Cross Boundary Energy – I
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We go big today, with a chat about 2 of the biggest and best performing companies in the natural resource world. Zijin Mining + Franco Nevada. We peel into why they’ve outperformed and try to extract what can be replicated.
To round up today, we look at the WA exploration scene and chat about Caprice, who’ve seen their stock plummet 30% today.
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Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
Non-members enter code MOMNM at checkout for $160 off your registration.
Brisbane, 20 - 22 May, 2025Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance
[email protected] – 1300 143 947
Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries
[email protected] - +61 450 944 489
Cross Boundary Energy – Independent Power Producer for the global mining industry
t
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We start the week by chatting about rumoured M&A in the West Australian lithium sector, with a group of Indian groups reportedly interested in buying a stake in SQM’s assets.
Then we venture into the world of antimony by dissecting Larvotto’s surge to “fame”.
To wrap up we dive into Adriatic’s announcements which saw it get whacked by the market.
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Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
Non-members enter code MOMNM at checkout for $160 off your registration.
Brisbane, 20 - 22 May, 2025Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
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Today’s episode is a discussion with a Money of Mine favourite and a true value investor, Vas Piperoglou.
The conversation ranged from the extended valuations in global markets, the implications of heightened Western inflation, the ongoing ramifications of the US’ seizure of Russia assets, the opportunity in gold stocks, the consequences of Australia’s energy policies and much more.
We hope you enjoy this one as much as we did.
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Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
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(0:00:00)Introduction
(0:02:18)Temperature of broarder market
(0:17:41)Australian opportuniJoin our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.
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It’s a gold day today.
From M&A to production woes, we covered it all in the show, picking apart the intricacies of Gold Fields approach for its JV partner Gold Road, as well as were the suspected production downgrade will leave Bellevue.
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Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
Non-members enter code MOMNM at checkout for $160 off your registration.
Brisbane, 20 - 22 May, 2025Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
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Today’s show is a bit different. We thought we’d give ourselves a history lesson and explore the costliest M&A mistakes in our industry.
Our aim was to understand what went wrong, why things went south and what mining companies and investors alike can learn so that we allocate capital better going forward.
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Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
Non-members enter code MOMNM at checkout for $160 off your registration.
Brisbane, 20 - 22 May, 2025Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
Money of Mine on Yo
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Shortly before we pressed record, Gold Fields came out swinging with a hostile offer for Gold Road… Needless to say that got us chatting.
We then touched on Bellevue’s down day before moving on to The Battle for Robe Mesa, as parties from Rio Tinto to Fenix trip over for the iron ore project in a fascinating fight.
Lastly, a non-core sale at Cyprium grabbed our attention and took us down an intriguing path.
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Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
Non-members enter code MOMNM at checkout for $160 off your registration.
Brisbane, 20 - 22 May, 2025Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
tim.taylor@crossboundary
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Today’s episode is a unique conversation with special guests Russell “Rusty” Delroy of Nero Resource Fund & Brice Gower of Augment Technologies.
We explore completely new terrain, exploring how the technological megatrends on foot today (think AI and robotics) could totally upend the mining industry as we know it. And we explore the investment themes that come from that big-picture view. This episode goes deep and we explore some lateral concepts – but trust us, it’s worth it.
AI is the defining technology of our era, and its implications are not limited to the digital world.
Our discussion traverses how nimble governments need to be in this age, how disruption will vary across mineral assets, what consumerism looks like in a cheap metal world and who’ll be first to take advantage of this paradigm shift.
Intro Music: Here Come the Robots by Stoned Jesus
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Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
tim
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Plenty to riff on today, starting with the Kazatomprom’s full year numbers then moving to Capricorn’s decision to close out its hedgebook.
That led us to a broader chat on gold industry hedges as well as a focus on Bellevue and their ramp up pressure.
We rounded off with a chat MinRes’ woes, Catalyst selling Henty & potential M&A.
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Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
Non-members enter code MOMNM at checkout for $160 off your registration.
Brisbane, 20 - 22 May, 2025Tickets to Resource Rising Stars Gather Round
Adelaide Convention Centre, 9-11 April, 2025
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
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Today’s show is a discussion with the king of deep value, Trader Ferg.
We look at where the various markets he tracks are at in their cycles, which metals are screaming out to him and how he plays them, and how misunderstood China is, amongst many topics.
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Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
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Brisbane, 20 - 22 May, 2025Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
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It’s finally happened – Ramelius and Spartan are tying the knot!
We dive deep into this long-awaited deal, giving our take on the structure, valuation, synergies and more.
To round off, we look at how this price tag reflects the other potential acquisition targets in the WA gold space.
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Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
Buy Money of Mine MERCH
Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.
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Money of Mine on YouTube, Twitter, LinkedIn & Instagram or buy merch
Please read our Privacy Policy and Disclaimer here
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It had been too long since we last spoke with Aussie funds management’s leading uranium bull, Guy Keller.
He joined us on the show again to pick apart the enormous short-interest in uranium stocks, why EnCore was down 50% on last weeks news, how he’s thinking about portfolio management, the spot vs term debate, where incentive pricing now sits, what’s next for NexGen and plenty more.
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Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
Money of Mine on YouTube, Twitter
(0:00:00)Introduction
(0:02:30)The SHORTS
(0:06:22)Deepseek reaction
(0:08:05)The balance of shorts with hedging strategies
(0:11:21)Spot price to Term price
(0:13:00)SPUT trading tactics
(0:17:45)BHP's role in spot market
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There was plenty for us to explore today, starting with Boss Energy’s dealing with Laramide.
We then explored the potential for First Quantum to restart Cobre Panama, before moving south to Solgold on the news that Jiangxi now holds 12% of their stock.
Lastly, we touch on the WA gold space following Ora Banda’s latest drill success.
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Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
Buy Money of Mine MERCH
Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.
Money of Mine on YouTube, Twitter,
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Money of Mine on YouTube, Twitter, LinkedIn & Instagram or buy merch
Please read our Privacy Policy and Disclaimer here
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We go to the Murchison first today, unpacking Ramelius’ updated mine plan for Mt Magnet, which the market didn’t take kindly to.
Then we ventured to the DRC to discuss the wild move in the world of cobalt, as well as the potential listing of a cobalt holding vehicle, like SPUT in uranium.
Lastly, we dove into concerning news regarding royalty rates in Indonesia, which lead to big sell downs in exposed companies like Nickel Industries.
Sign-up for the Director’s Special
Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
Buy Money of Mine MERCH
Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.
Money of Mine on YouTube,
Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.
Money of Mine on YouTube, Twitter, LinkedIn & Instagram or buy merch
Please read our Privacy Policy and Disclaimer here
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First on the list today is a juicy takeover story. We start with a London-listed miner which just received a 93% take premium… which it rejected. We ended up unpacking most the mineral sands industry, looking to understand where the value is in this niche market.
We then ventured into the world of visible gold announcements, running through a plethora of outrageous announcements from years gone by.
Sign-up for the Director’s Special
Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
Buy Money of Mine MERCH
Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.
Money of Mine on YouTube, Twitter,
Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.
Money of Mine on YouTube, Twitter, LinkedIn & Instagram or buy merch
Please read our Privacy Policy and Disclaimer here
- Visa fler
