Avsnitt
-
She’s a big quarterlies day today. We checked in on Boss Energy’s restart progress, spitballed what Gold Road and Perseus might use their healthy looking balance sheets for, and a rapid fire on Develop and Pilbara’s quarterlies.
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(0:00:00)Introduction
(0:01:26)Boss vs the Shorters
(0:18:43)Goldies cash splash
(0:38:33)Woodlawn's getting going
(0:45:55)Pilbara bracing lithium winter -
There was plenty of market news that surfaced over the weekend, so we got started highlighting the mining implications, before diving into Bellevue’s quarterly.
Next cab off the rank was Fortescue’s acquisition of Red Hawk for about $250m all in, and lastly, we unpacked the consequences on Alphamin from conflict in the DRC.
DRC conflict map: https://www.ipisresearch.be/mapping/webmapping/drcongo/v6/?story=mining_and_conflict_2024
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(0:00:00)Introduction
(0:01:36)U Stocks bloodbath
(0:06:19)Bellevue…the polarising stock
(0:25:06)FMG doing M&A
(0:43:55)Unrest in the DRC -
Saknas det avsnitt?
-
AGC is back behind the mic as we dive into a bunch of the goldies including Regis & Westgold, plus a dive in Greatland Gold now that they have the keys to Telfer.
We also spend a bit of time peeking into uranium play Lotus Resources, who’re rapidly approaching first production following a bumper capital raise.
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(0:00:00)Introduction
(0:01:53)Telfer is the Great Land
(0:13:56)Ally GC gold special
(0:16:21)JD runs the ruler over Lotus -
Quarterlies are coming thick ‘n’ fast, with Paladin’s big uptick getting us chatting. Have they solved their water challenges? Will the record short interest fall?
Next up we discuss the fascinating news that Saudi state backed group Manara Minerals is looking to take a minority stake in the enormous Reko Diq copper-gold project, which is majority owned by Barrick.
To wrap up we look at Iluka’s troubling “working capital build” and what it really means.
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(0:00:00)Introduction
(0:01:31)Will Paladin meet guidance?
(0:14:12)Big Saudi investment into Pakistan
(0:35:14)Iluka down on quarterly -
We’ve got 3 big ones today with the quaterlies starting to roll through.
First up is Liontown, with a number of positives coming from their Kathleen Valley ramp up, followed up by gold giant Northern Star, who’ve been investing heavily across the board.
Lastly we chat about Yancoal, who’ve continued adding to the cash pile while investors get itchy for a divvie.
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(0:00:00)Introduction
(0:00:52)Liontown operating cash positive (sort of)
(0:18:44)Northern Star in growth mode
(0:29:13)Yancoal Divvie? -
We’re back.
The majors saved some big news. Confirmed talks between Rio Tinto and Glencore got us chatting about what the merits of such an outrageous deal could be.
Next up we touched on Ioneer’s upsized US$996m DoE loan to build Rhyolite Ridge in the states, and lastly we ran through every WA goldie who’s reported on the December quarterly, highlighting the highs and lows out there.
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(0:00:00)Introduction
(0:03:26)Does a Glencore - Rio Tinto make any sense?
(0:27:23)Ioneer lock in HUGE funding
(0:34:30)Gold quarterly highs & lows -
Today’s episode is the 2024 finale, with a don of the industry, Peter Ker.
Pete has covered the resources sector for the AFR for well over a decade, which makes him the perfect guest for a discussion covering the topics that have dominated the headlines over 2024, from BHP’s tilt at Anglo, to governance debates at the major miners as well as permitting controversies and government handouts in the rare earths space.
A massive thank you to all the Money Miners out there who made 2024 a cracking year!
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(0:00:00)Introduction
(0:01:20)2024 surprises
(0:03:16)Twiggy back in focus
(0:05:55)Rio's Lithium bet
(0:15:22)Traditional owners and heritage issues
(0:24:08)Envinronmental laws
(0:31:04)Glencore's coal approach
(0:35:14)Jabiluka and uranium
(0:46:00)BHP in review
(0:52:07)South32 potentially claiming some BHP spit-outs
(0:56:32)Newmont
(0:58:49)Competition for De Grey?
(1:00:30)Big stock moves
(1:05:11)The Iluka/Eneabba analogy
(1:12:29)Out there predictions for 2025
(1:22:52)Quickfire for 2025
(1:28:50)Pete's mining rock band names -
This episode is one of our favourites for the year, with fundies sharing their wisdom and insights on the year ahead.
We learn about what these money managers think will do well, what to avoid and what nobody else is talking about for what’ll no doubt be a fascinating year.
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(0:00:00)Introduction
(0:01:26)John Forwood - Lowell
(0:05:13)Emanuel Datt - Datt Capital
(0:11:11)Hedley Widdup - Lion Selection
(0:18:02)Kingsley Jones - Jevons Global
(0:27:25)Warren Gilman - Queens Road
(0:34:31)Warren Irwin - Rosseau
(0:39:28)Dan Porter - Pure
(0:44:09)Bentley Atteberry - MYST
(0:48:43)Matthew Fist - Firetrail -
As 2024 draws to a close, it’s the perfect time for fundies to pull out the crystal ball and tell us what they’re seeing.
In part 1 of this 2025 predictions bonanza, we hear what’s going to be hot, and what’s not in the up coming year, plus some wisdom on quiet bolters to keep an eye on.
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(0:00:00)Introduction
(0:02:11)Sam Berridge - Perennial
(0:06:54)Sam Broom - Sprott
(0:13:26)Rick Squire - Acorn
(0:20:51)Rusty Delroy - Nero
(0:29:55)Anthony Kavanagh - Chester
(0:38:40)Chris Judd - Cerutty
(0:42:42)Dave Franklyn - Argonaut
(0:45:58)Will Sandover - Baza -
We get into the weeds on Rio Tinto’s huge A$15b bet on lithium, picking over all the ins and outs, before discussing the best and worst performing commodities and miners.
Next up we each get a performance review of our contributions over the past year, before rounding up with some predictions for the year to come.
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(0:00:00)Introduction
(0:02:09)Rio's big bet on lithium
(0:25:11)The best/worst commods of '24
(0:42:00)Money of Mine performance reviews
(0:51:01)2025 predictions -
Today’s interview is with popular former guest and geo-alpha wiz Tom Woolrych.
Following Sumitomo’s juicy transaction over Winu and other copper deals, we were intrigued by what other undeveloped plays are out there that we should be watching. Tom shared his geology knowledge as we talked through a shortlist of 16 names of interest to investors out there.
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Chapters:
(0:00:00) Introduction
(0:02:23) Tom Woolrych back on MoM
(0:05:26) NGEx Minerals (NGEX.TSX)
(0:17:47) Solaris (SLS.TSX)
(0:23:24) FireFly (FFM.ASX)
(0:30:10) Marimaca (MARI.TSX)
(0:34:13) Entrée (ETG.TSX)
(0:39:08) SolGold (SOLG.LSE)
(0:43:09) Aldebaran (ALDE.TSXV)
(0:48:39) Regulus (REG.TSXV)
(0:52:04) Hercules (BIG.TSXV)
(1:02:16) American Eagle (AE.TSXV)
(1:11:58) Caravel (CVV.ASX)
(1:15:33) Hot Chili (HCH.ASX)
(1:18:33) Havilah (HAV.ASX)
(1:20:45) Cyprium (CYM.ASX)
(1:23:53) Arras (ARK.TSXV)
(1:29:19) Rugby (RUG.TSXV)Please read our Privacy Policy and Disclaimer here
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-
Jennifer Hewett is a national affairs writer for the AFR, with a wealth of experience across energy, economics and politics.
This fascinating conversation covered everything from the role our energy policy will play not just in the coming election, but in coming decade, whether mining’s significance is appreciated across Australia, if Australia will get caught in the crosshairs of US-China trade wars, whether we can learn from industrial policy overseas and a whole lot more.
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(0:00:00)Introduction
(0:02:30)Jennifer Hewett from the AFR
(0:04:13)Energy policy
(0:08:54)Nationalising energy
(0:10:29)Coal royalties
(0:13:18)Regis Mcphillamys
(0:16:54)Nuclear energy review
(0:18:50)Eneabba
(0:21:34)China independence
(0:26:18)Pilbara energy infrastructure
(0:29:36)Twiggy and energy
(0:33:32)East state energy crisis
(0:37:08)Jenni's frustrations
(0:47:09)Trump and China
(0:54:40)Inflation Reduction Act
(0:58:11)Jenni's crystal ball -
First up today we briefly discuss the latest China news that has lit up the miners, followed by a dive into the Lundin asset sale to Boliden.
We then cover two stories, both involving commodity trader Trafigura, with Boab Metals signing a prepayment and offtake deal and Develop finalising their facility.
Chapters:
(0:00:00) Introduction
(0:00:55) China stimmy moves markets
(0:02:27) Boliden buys Lundin's Copper & Zinc mines
(0:23:31) Boab gets money from Trafigura
(0:32:15) Develop finalised Trafigura debt
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-
One massive, influential story to chat about today.
On Friday, Iluka announced that EFA would provide a further $400m while it too would dip into its pocket to complete the Eneabba rare earth refinery. Boy, have we got a lot to talk about...
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-
Tucker and Dahmer join for part 2 after a very well received part 1.
In this chat they went into keys to good management, industry changes for the better and some of the best management they have worked with.
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(0:00:00)Introduction
(0:01:55)Shit places to work
(0:12:43)What goes into getting the quarterly numbers
(0:16:04)How do you know C&M is on the way?
(0:20:05)More woman working underground
(0:25:35)Face mesh
(0:33:08)Remote bogging advancements
(0:43:10)New School vs the Old School
(0:53:29)Barry Upton - the name and fact rememberer
(0:56:19)Management stand-outs -
We kickstart today chatting about Rio’s selldown of 30% of Winu to Sumitomo, before getting into Appian’s 3.5c bid to grab Nifty’s owner Cyprium.
Lastly, we discuss NexGen’s announcement that it has locked in its first sales contracts for Rook 1 pounds.
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CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
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(0:00:00)Introduction
(0:00:42)Sumitomo pay US$400m for 30% of Winu
(0:14:32)Appian take a swing at Cyprium
(0:27:12)NexGen lock in first U sales contracts -
Today’s $220m capital raising by Spartan kicked us off on a round of comparison against NST’s takeover of De Grey, as well as a discussion on the likely of Agnico Eagle taking a swing.
We also dove into the past and present of Australian Pacific Coal, with some big characters involved in the story.
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CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
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Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists
[email protected] - +61 400 722 059
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(0:00:00)Introduction
(0:01:53)Spartan raise and bush maths against De Grey acquisition
(0:13:56)De Grey interloper?
(0:16:21)Will Dartbrook coal mine get going without another recap? -
There’s only one thing to talk about today… Northern Star’s big swing for De Grey.
This friendly, all-scrip deal which implies a A$5b value for the developer of Hemi is the biggest deal of its kind, so we’ve got plenty to chat about.
Come to our Christmas Drinks tomorrow, RSVP here
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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
https://www.dsiunderground.com/contact
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
Daishsat – Geophysical survey experts
[email protected] - +61 433 261 071
Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists
[email protected] - +61 400 722 059
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
(0:01:40)NST make $5b move for DEG
(0:08:21)Will Gold Road get in the way
(0:13:23)How does Hemi fit into NST
(0:22:03)Hemi's met
(0:35:12)Thoughts on the deal -
Going back to the good old days with a couple of passionate Jumbo operators for the underground mining industry, David Tucker and Jeff "Dahmer" Elder.
In Part 1 of this massive yarn, we went into balancing production and development underground, importance of infrastructure, the new computer jumbos and the easiest mine Tucker has worked at.
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]
CrossBoundary Energy – Can-do independent power producer
[email protected] - +61 466 184 943
Sandvik Ground Support – The only ground support you’ll ever need
https://www.dsiunderground.com/contact
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
Daishsat – Geophysical survey experts
[email protected] - +61 433 261 071
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
(0:02:47)Tucker & Dahmer
(0:06:30)When U/G development is too fast
(0:16:47)When U/G development is too slow
(0:23:10)Pressure on U/G infrastructure
(0:33:25)Importance of the pumping circuit
(0:40:41)The most important piece of infrastructure
(0:43:25)The new computer Jumbo's
(0:53:41)Ability, Attendance, Attitude
(1:04:41)Working on XMAS
(1:07:49)How they got on the Jumbo
(1:16:51)Working at Kathleen Valley -
We brought on special guests Matt Warder + the Koala to dissect the Anglo-Peabody deal, plus get into a range of topics relating to coal markets including Glencore, Yancoal & BHP.
We also touched on the WA government’s decision to provide some relief to lithium players.
You can follow Matt Warder on Twitter @mfwarder and Koala is @YellowLabLifeSign-up for the Director’s Special
Chapters:
(0:00:00) Introduction
(0:01:10) Lithium Relief from WA Government
(0:07:14) Peabody pays up for Anglo's QLD Coal MinesPlease 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]
CrossBoundary Energy – Can-do independent power producer
[email protected] - +61 466 184 943
Sandvik Ground Support – The only ground support you’ll ever need
https://www.dsiunderground.com/contact
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
Daishsat – Geophysical survey experts
[email protected] - +61 433 261 071
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
- Visa fler
