Avsnitt
-
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.
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)
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
Buy Money of Mine MERCH
Money of Mine on YouTube, Twitter, LinkedIn & Instagram
(0:00:00)Introduction
(0:01:34)Will M&A make lithium hot again?
(0:13:44)Larvotto riding the antimony rollercoaster
(0:29:45)Risk vs reward at Adriatic -
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.
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
Money of Mine on YouTube, Twitter, LinkedIn & Instagram
(0:00:00)Introduction
(0:02:18)Temperature of broarder market
(0:17:41)Australian opportunities
(0:23:25)Interest rate predictions
(0:26:38)US defecit
(0:33:55)Gold bull market
(0:39:14)When wil the top end?
(0:41:10)Gold M&A review
(0:44:40)Black Cat and Catalyst
(0:47:47)North American gold value
(0:49:00)Energy thematic
(0:55:10)Offshore energy services
(1:02:45)Changing investment philosophies
(1:06:05)Poor governance in Australia
(1:08:11)Podcast, books and newsletter recommendations -
Saknas det avsnitt?
-
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.
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)
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
Buy Money of Mine MERCH
Money of Mine on YouTube, Twitter, LinkedIn & Instagram
(0:00:00)Introduction
(0:01:29)Setting the Gold Fields-Gold Road scene
(0:04:18)GFI's strategy
(0:14:52)Valuation
(0:25:47)What next for Gold Road
(0:38:26)Bellevue's potential downgrade
(0:44:05)Are the problems short-term? -
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.
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)
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 YouTube, Twitter, LinkedIn & Instagram
(0:00:00)Intro
(0:01:53)What's the criteria?
(0:04:08)How were the deals ranked
(0:05:47)Deal 5: An Island Adventure
(0:18:55)Deal 4: Wanna be a Copper Champ
(0:35:16)Deal 3: Don't Worry, We've Done the DD
(0:50:35)Deal 2: In a Land Far Far Away…
(1:05:33)Deal 1: Commodities are Higher Forever, Right?
(1:18:41)What are THE lessons to learn -
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.
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)
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 MERCH
Money of Mine on YouTube, Twitter, LinkedIn & Instagram
(0:00:00)Intro
(0:01:49)Gold Fields Swings Big for Gold Road
(0:06:12)Bellevue Cancels Roadshow
(0:07:20)The Battle for Robe Mesa
(0:28:20)More than meets the Eye at Cyprium sale? -
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
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
(0:00:00)Introduction
(0:03:16)AI - The big thematic
(0:11:55)What industries are vulnerable
(0:22:45)What does a future mine look like?
(0:41:40)What changes on the mining investment front?
(0:47:40)When did the penny drop for Rusty?
(0:55:55)Model innovations
(0:58:50)The data
(1:06:19)Final thoughts -
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.
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)
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
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
(0:00:00)Introduction
(0:02:06)What KAPs numbers mean for U
(0:13:57)Why did Capricorn close their hedges
(0:28:04)Goldies: Hedged vs Unhedged
(0:38:23)Bellevue: Ramp up on a tight rope
(0:43:00)MinRes close the road
(0:46:18)Catalyst offload Henty
(0:48:00)Mining M&A speculation -
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.
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)
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 YouTube, Twitter, LinkedIn & Instagram
(0:00:00)Introduction
(0:01:53)Moats and Cannibals
(0:08:14)Highly inflationary decade
(0:12:25)US growing their way out of debt
(0:15:20)PGMs, Rhodium and catalytic converters
(0:28:15)BYD growth
(0:34:48)Tin barons
(0:37:15)New cobalt trust
(0:39:18)The uranium cycle
(0:52:45)Chinese tech and property
(1:00:27)Is GOLD going to be re-valued? -
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.
Sign-up for the Director’s Special
Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
Buy Money of Mine MERCH
Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.
Money of Mine on YouTube, Twitter, LinkedIn & Instagram
(0:00:00)Introduction
(0:00:00)Spartan & Ramelius finally tie the knot
(0:11:05)Why the funky structure?
(0:19:45)How many ounces will Dalgaranga add
(0:37:48)What's the read through on other goldies
(0:50:55)JD's view on gold -
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.
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
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
(0:19:12)Contracting structures currently
(0:22:05)Restart performance and incentive pricing
(0:27:45)enCore plummet and how is Boss sitting?
(0:38:14)Reflection on PDN and Fission
(0:41:53)Namibian restarts
(0:44:50)Aura Energy
(0:46:30)Buying developers/producers vs physical
(0:49:05)Uranium tech investment
(0:51:34)Knowing who's contracted and who's not
(0:56:13)What to see out of Nexgen this year -
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.
Sign-up for the Director’s Special
Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
Buy Money of Mine MERCH
Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.
Money of Mine on YouTube, Twitter, LinkedIn & Instagram
(0:00:00)Introduction
(0:01:20)Boss creep up on Laramide
(0:07:16)When will First Quantum restart Cobre Panama?
(0:20:57)Will someone finally buy Solgold's Cascabel
(0:34:18)What does drillbit success mean for OBM -
We go to the Murchison first today, unpacking Ramelius’ updated mine plan for Mt Magnet, which the market didn’t take kindly to.
Then we ventured to the DRC to discuss the wild move in the world of cobalt, as well as the potential listing of a cobalt holding vehicle, like SPUT in uranium.
Lastly, we dove into concerning news regarding royalty rates in Indonesia, which lead to big sell downs in exposed companies like Nickel Industries.
Sign-up for the Director’s Special
Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
Buy Money of Mine MERCH
Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.
Money of Mine on YouTube, Twitter, LinkedIn & Instagram
(0:00:00)Introduction
(0:00:00)A bloodbath in markets
(0:01:18)Why did the market hate RMS' new plan?
(0:16:15)Can the DRC move cobalt higher
(0:27:50)Will CUT be the new SPUT?
(0:31:50)Nickel Industries cops heavy sell down
(0:34:50)Thoughts on governments changing royalties -
First on the list today is a juicy takeover story. We start with a London-listed miner which just received a 93% take premium… which it rejected. We ended up unpacking most the mineral sands industry, looking to understand where the value is in this niche market.
We then ventured into the world of visible gold announcements, running through a plethora of outrageous announcements from years gone by.
Sign-up for the Director’s Special
Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
Buy Money of Mine MERCH
Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.
Money of Mine on YouTube, Twitter, LinkedIn & Instagram
(0:00:00)Introduction
(0:01:49)Kenmare rejects 93% premium
(0:13:53)Will Rio do mineral sands M&A?
(0:26:02)Is Sovereign Metals a target
(0:37:20)The best visible gold announcements ever -
We had the delight of chatting with two insightful junior mining analysts on how to find early-stage projects that are capable of generating shareholder value over time.
Vukasin Pekovic posts regularly on Twitter (@VukasinPekovic) and CrimsonCarp writes a thoughtful Substack (https://crimsoncarp.substack.com) tapping into his years of geological experience.
We dive into how their individual approaches differ, the key learnings over their years of experience as well as the counterintuitive tricks of the trade.
Sign-up for the Director’s Special
Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
[email protected] - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists
[email protected] - +61 400 722 059
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
Buy Money of Mine MERCH
Money of Mine on YouTube, Twitter, LinkedIn & Instagram
(0:00:00)Introduction
(0:03:55)Geological Alpha
(0:08:54)Copper and Gold edge
(0:13:00)CC likes what?
(0:15:14)Buy before or after first drillhole?
(0:31:45)Scaling up the investment size
(0:37:45)Selling too early
(0:40:05)How to know when you might be onto a winner?
(1:04:20)Rapid fire for the lads -
We kick things off today with a walk through how someone managed incinerate a few million dollars in a matter of moments at BHP.
Next up we tackled the lithium giant SQM and delved into trying to decipher where we’re at in the lithium cycle.
Lastly, we chatted about the common trending of switching out your lithium assets for gold while looking at TG6’s acquisition.
Sign-up for the Director’s Special
Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
Buy Money of Mine MERCH
Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.
Money of Mine on YouTube, Twitter, LinkedIn & Instagram
(0:00:00)Introduction
(0:02:01)Fat finger disaster at BHP
(0:10:39)Are we near the bottom for lithium stocks?
(0:31:17)TG6 swap out lithium for gold -
We had the opportunity to sit down Vuslat Bayoglu, a man who knows more then most about running an African mining business.
Vuslat leads Menar, a private mining & investment company, that has bought assets from Rio in the past and understands the intricacies of operator in a tough market. He gave us the 101 on the much-maligned SA power situation, how he assess the pros & cons of operating in Africa as well as how to extract value from overlooked projects.
Sign-up for the Director’s Special
Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
[email protected] - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
Buy Money of Mine MERCH
Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.
Money of Mine on YouTube, Twitter, LinkedIn & Instagram
(0:00:00)Introduction
(0:02:25)Investment landscape in South Africa
(0:08:25)Private vs Public
(0:11:56)Local SA knowledge
(0:15:15)Infrastructure constraints in SA
(0:19:49)Mineral endowment
(0:29:58)Coal transactions
(0:33:12)Natural Gas pricing
(0:36:40)SA downstream production -
We jumped straight into uranium talk with EnCore Energy getting punished, down 46% on a production miss and the news that its CEO would leave the company effective immediate.
We then had a detailed conversation on the risk-off sentiment across markets, where China is heading in policy and stimulus, the continued intensity of its Belt & Road Initiative and how Australia fits into all of this.
Sign-up for the Director’s Special
Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
Buy Money of Mine MERCH
Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.
Money of Mine on YouTube, Twitter, LinkedIn & Instagram
(0:00:00)Introduction
(0:01:50)enCore Energy SMASHED
(0:21:20)JD's Macro and China views as of TODAY
(0:50:50)Will DOGE cause ripples around the world? -
Darren Kwok from Perenti/Barminco and Andrew Dawson from Sandvik joined the show to chat the future of underground load & haul. We had a yarn about:
· Battery truck trial at Sunrise Dam
· Diesel/Electric loaders and trucks hitting the market
· Hybrid potentials for Load & Haul
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Sign-up for the Director’s Special
Please read our Privacy Policy and Disclaimer here
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
[email protected] - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists
[email protected] - +61 400 722 059
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
Buy Money of Mine MERCH
Money of Mine on YouTube, Twitter, LinkedIn & Instagram
(0:00:00)Introduction
(0:02:20)What is what?
(0:07:23)Why go Diesel/Electric?
(0:11:10)Technology behind individual wheel-ends
(0:15:09)Keep the electrics water-proof
(0:17:12)Full battery trial at Sunrise Dam
(0:26:10)Will it be battery swap or battery charging?
(0:29:35)Hybrid potential?
(0:34:00)Surface power balance
(0:38:13)Collaborating for future mines
(0:40:10)UGOPS2025 -
Today we’re sharing an enlightening discussion into the world of making discoveries, African exploration and having an edge, with First Quantum’s Mike Christie.
We explore whether mining companies have lost the plot, where he’d explore if he had a blank canvas, how the approach of the Chinese differs and a whole heap more.
Sign-up for the Director’s Special
Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
[email protected] - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists
[email protected] - +61 400 722 059
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
Buy Money of Mine MERCH
Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.
Money of Mine on YouTube, Twitter, LinkedIn & Instagram
(0:00:00)Introduction
(0:02:22)Have western mining companies lost the plot?
(0:05:25)Permitting and approvals
(0:07:30)Who has the best chance of discovery?
(0:13:22)AI and machine learning for exploration
(0:16:35)Where are the hot spots?
(0:20:15)Tech advancements in processing
(0:25:50)First Quantum's exploration success
(0:35:50)Reliance on NPV and IRR analysis -
We start todays show delving into rare earths and how the depressed price environment is hitting Lynas, looking to answer whether they’ll need extra cash.
Next, we spit-ball about what advancements in robotics and AI could do to the demand for various metals from titanium to copper, before we close with some juicy deal making in the goldfields, with AngloGold Ashanti tying up an option with junior gold play Matsa.
Sign-up for the Director’s Special
Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists
[email protected] - +61 400 722 059
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
Buy Money of Mine MERCH
Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.
Money of Mine on YouTube, Twitter, LinkedIn & Instagram
(0:00:00)Introduction
(0:01:03)Will Lynas be forced to raise cash?
(0:19:50)What will robitics do to metal demand?
(0:31:23)More on Lakewood TSF
(0:34:05)AngloGold get busy in the WA goldfields - Visa fler
