Avsnitt
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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.
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(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
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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
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Daishsat – Geophysical survey experts
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Saknas det avsnitt?
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We wanted to learn more about diamonds, so we brought on the expert.
Paul Zimnisky has been an independent consultant analysing the diamond for over a decade, so we used the chance to learn about lab grown diamonds, the viability of the diamond mining industry, what will happen to De Beers, his contrarian industry takes and more.
Paul's site: www.paulzimnisky.comRSVP to our Xmas drinks on 3 December at Brewdog next week at https://calendarlink.com/event/CVpKS
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Sandvik Ground Support – The only ground support you’ll ever need
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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
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(0:00:00)Introduction
(0:04:37)What led to the breakup of De Beers
(0:14:11)Lab grown diamonds
(0:17:41)Price makers and diamond marketing
(0:18:29)How many diamond mines are making money?
(0:21:16)Are lab diamond growers making money?
(0:24:28)Botswana GDP dependency on diamond industry
(0:27:51)Anglo American divesting De Beers
(0:32:03)Alrosa
(0:34:40)Will mined diamond prices go up in 10 years?
(0:37:50)Mine supply
(0:39:50)Contrarian views
(0:43:25)What should you propose to the Mrs with? -
We’ve got 2 big ones today, with a deep dive into Boss Energy, looking at how they’ll go in meeting production numbers and understanding why they’ve become the 2nd most shorted company in Australia.
Then, we explore the rumours that Evolution may sell Mungari, chatting about the merits of a sale in this environment, as well as touching on the likelihood Vault & Genesis will merge.
RSVP to our Xmas drinks on 3 December at Brewdog next week here
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Sandvik Ground Support – The only ground support you’ll ever need
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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
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(0:00:00)Introduction
(0:01:25)Why is Boss SO heavily shorted?
(0:31:20)Should Evolution sell Mungari
(0:50:49)Will Genesis & Vault merge?
(0:53:20)Yandal plummets -
We sat down with a couple of legends, Jill Irvin & Shane McLeay of Entech, the gurus on what’s needed to turn a deposit into a mine.
They taught us about all the tricks in a mining company’s key studies, what makes a good study or bad one, the key numbers to look out for, where clients put the pressure on them, what’s underappreciated about their work & a whole heap more.
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Mineral Mining Services – Your preferred mining contractor
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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
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(0:00:00)Introduction
(0:02:24)Scoping vs PFS vs DFS
(0:07:33)Resource confidence for studies
(0:11:10)Exploration targets
(0:13:00)Clues for a bad project
(0:15:00)Managing capex vs optimal design
(0:16:55)Chalice putting up 2 scenarios
(0:18:34)Right amount of money to spend on studies
(0:20:24)Internal studies
(0:22:38)Competitiveness between consultants
(0:26:18)Reviewing other studies
(0:31:34)Refusing to do a study
(0:34:16)Liability
(0:37:15)Evolution of study requirements
(0:38:43)Discount rates
(0:40:00)Rules of thumb for grade
(0:42:18)High grade that doesn't work
(0:43:46)Importance of orebody continuity
(0:46:48)Capex for 3rd world countries
(0:48:39)Owner mining vs contracting
(0:51:54)Geotechnical impact
(0:54:51)Contingency
(0:55:54)Contract tendering
(0:59:22)Metal equivelants
(1:01:58)Best study and most challenging study
(1:05:22)Electrification
(1:07:48)Conveyor systems
(1:12:40)Electrifying open pits -
Two big stories today, firstly our takes on the much anticipated MinRes AGM which we attended… plenty to chat about.
Then we discuss the big news out of Canada, that NexGen is one step closer to building a mine with a key permit approved.
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Chapters:
(0:00:00) Introduction
(0:01:32) MinRes AGM: what we thought
(0:37:19) Nexgen's approvals march forwardPlease read our Privacy Policy and Disclaimer here
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CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
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Today’s show takes us to North America, with an intriguing deal coming via the sale of a non-core Newmont asset, Musselwhite, to Orla Mining.
Back home we chat through Spartan’s latest met testwork before we unpack the merger between NAL partners Sayona and Piedmont Lithium.
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Sandvik Ground Support – The only ground support you’ll ever need
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CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
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(0:00:00)Introduction
(0:00:52)Have Orla nabbed a bargain from Newmont?
(0:32:58)What to make of Spartan's met work
(0:41:33)Sayona & Piedmont flying get together -
We’ve got some big stories to chat about today, starting with the Russian export ban on enriched uranium to the US, then on the big jump in aluminium prices following China tax rebate cancellation.
Next, we spoke about a couple of cash box companies in Red Hill and Indiana who issued dividends, and lastly a segment on Resolute and their Malian situation.
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Sandvik Ground Support – The only ground support you’ll ever need
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K-Drill – Safe, reliable, and productive surface RC drilling
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(0:00:00)Introduction
(0:02:08)Russian bans export of enriched U to US
(0:19:33)Aluminium flies on China news
(0:30:38)2 cash box companies issue dividends
(0:38:27)Resolute pays US$160m to settle Mali dispute -
Today’s show is a special yarn with a couple of GC’s who’ve spread the good word of Money of Mine.
We welcomed on Partick from Uranium Twitter and Sean Russo for a chat about Paladin’s shocking week, spotting trends early, aligned management teams, how to think about restart projects and plenty more.
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Mineral Mining Services – Your preferred mining contractor
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Sandvik Ground Support – The only ground support you’ll ever need
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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
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(0:00:00)Introduction
(0:01:59)"Patrick from Uranium Twitter" history
(0:06:13)Patty's take on Uranium right now
(0:07:58)SPUT and Yellow Cake
(0:20:08)Gold supply and demand
(0:31:35)Paladin woes
(0:33:50)Putting debt in capital structure
(0:41:50)Will Paladin raise money?
(0:45:56)Management teams and risk
(0:51:53)Nexgen development
(0:56:44)Commodities underperforming equities
(1:03:26)World of MinTwit
(1:08:35)Gold sell off
(1:15:05)Uranium underrated-overrated -
We’ve got 2 big ones today, starting with MinRes shutting Bald Hill until lithium prices recover, as well as the board admitting they should’ve shared numerous related party transactions.
Our second story is all about M&A drama in the small cap gold space, involving Brightstar, Patronus & Alto.
Chapters:
(0:00:00)Introduction
(0:00:30)MinRes shut down Bald Hill
(0:21:02)DELPHI stirring the pot in the SandstoneSign-up for the Director’s Special
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Sandvik Ground Support – The only ground support you’ll ever need
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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
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Today we spent a while dissecting and discussing Paladin’s latest update which saw the stock crater some 25%, before picking through a potential value play with a colourful history in Kingsgate Consolidated.
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Sandvik Ground Support – The only ground support you’ll ever need
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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
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(0:00:00)Introduction
(0:00:30)Langer Heinrich - Namibia or Paladin to blame?
(0:29:08)JD deep into Kingsgate -
We start today with Liontown, who’ve shared some new numbers on Kathleen Valley to help them fight another day, before jumping to some concerning news out of Mali, with Resolute’s CEO and two employees being detained over a tax dispute.
Lastly, we delve into Hastings, who’re in a bit of a financial predicament...
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Sandvik Ground Support – The only ground support you’ll ever need
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[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
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(0:00:00)Introduction
(0:01:01)Liontown scale back
(0:32:40)Resolute CEO detained in Mali
(0:51:15)Are Hastings truly stuffed? -
We’re pumped to share our discussion with the co-founders of Baza Capital, Will Sandover & Brayden McCormack.
We kick off the chat by hearing about the journey of starting a fund a couple months before covid swept through, and the various ups and downs since. The guys get into how they build their portfolio, how they’ve refined their strategy of the years & why they’re seeing value in the beaten-up mining services space, plus the alternative ways of playing the commodity cycle.
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Mineral Mining Services – Your preferred mining contractor
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[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
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(0:00:00)Introduction
(0:01:30)Raising the funds money
(0:04:05)The Gold mix
(0:07:21)High conviction fund
(0:11:14)Market screening
(0:18:34)The lads working together
(0:25:07)Meeting management
(0:26:26)Unloved Mining Services companies
(0:28:36)Euroz Hartleys
(0:33:59)Lycopodium
(0:42:58)Vysarn -
We lead off with how the Trump win affected the commodity and equity markets, along with what the future may hold. There was also some big comments last night regarding the future of Lithium and Cobalt. Then we round out with a Trump trade that flew under the radar.
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Mineral Mining Services – Your preferred mining contractor
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[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
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(0:00:00)Introduction
(0:01:21)Trump effects on commodities and inflation
(0:14:55)Big Lithium and Cobalt news
(0:27:33)The Trump trade that you didn't know about -
In the spirit of Melbourne Cup Day, we take a look at some small cap underdogs that have done interesting deals or made fascinating discoveries of late.
Next up, we talk about the shift in sentiment and funding dynamics for junior gold companies, closing off with a mega session on M&A predictions.
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Sandvik Ground Support – The only ground support you’ll ever need
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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
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(0:00:00)Introduction
(0:02:40)Small caps we've got our eye on
(0:23:55)Junior goldies sentiment shift
(0:30:45)Matty's big M&A predictions -
We kick off the week with a discussion about the corporate governance & leadership update from MinRes, followed by our infamous quarterlies name & shame segment.
We then round off with a chat about an interesting ‘David & Goliath” type situation between a TSX junior and Rio Tinto.
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Chapters:
(0:00:42) Peeling apart the MinRes drama
(0:20:42) Name and shame - quarterlies
(0:29:29) Rio Tinto desperate for EntreeThank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
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Grounded - Infrastructure for remote mining and civil projects Australia wide
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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
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We had the delight of having a detailed & candid chat with Paulo Macro.
Paulo is a financial commentator and investor who’s connect with many people over recent years because of his work analysing the macro plus in his own special style.
Our conversation focused on various commodities and their future, including uranium, gold, copper, oil (& other energy), PGMs and more.
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[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
Greenlands Equipment – Turnkey mine water management
[email protected] - +61 447 178 806
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
MMTS - Mining title consultants for exploration & mining companies
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(0:00:00)Introduction
(0:01:30)Paulo's investing frameworks
(0:08:20)Getting hyped on uranium
(0:31:40)What next for gold
(0:36:25)Which commods will the election impact
(0:40:58)Are PGMs attractive?
(0:49:50)The structural bull market in copper
(1:06:40)Mining M&A
(1:10:30)Bullish energy -
It’s all happening on the final day of quarterly season.
First up, MinRes, with a big asset sale and some interesting quarterly numbers, followed by Liontown’s first quarter in operation, then on to lithium giant Pilbara and lastly a surprise capital raising at Meeka Metals.
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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
Greenlands Equipment – Turnkey mine water management
[email protected] - +61 447 178 806
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
MMTS - Mining title consultants for exploration & mining companies
Australian Earthworks and Haulage - Clearing for construction, drilling, dams and rehabilitation works for mining and exploration
Reece Spitalny - +61 434 479 610
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(0:00:00)Introduction
(0:00:50)MINs sells gas to Gina
(0:26:05)A peek into Liontowns operations
(0:36:35)PLS puts Ngungaju on ice
(0:48:39)Meeka launch surprise raising -
We rip in with the highs and lows of Sandfire’s quarterly, before jumping into speculation regarding the Anglo coal sale.
Next on the list is Black Cat and their bumper $80m raise plus a chat about Kalgoorlie gold infrastructure, then Vault’s quarterly, and finally a first… a segment on diamond miner Burgundy Mines.
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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]
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[email protected] - +61 466 184 943
Sandvik Ground Support – The only ground support you’ll ever need
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CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
Greenlands Equipment – Turnkey mine water management
[email protected] - +61 447 178 806
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
MMTS - Mining title consultants for exploration & mining companies
Australian Earthworks and Haulage - Clearing for construction, drilling, dams and rehabilitation works for mining and exploration
Reece Spitalny - +61 434 479 610
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(0:00:00)Introduction
(0:00:30)Will Sandfire do a deal
(0:10:03)Speculation on Anglo's coal sale
(0:24:58)Black Cat clear the decks with raise
(0:41:53)Should Vault address their hedgebook
(0:47:47)Is their value in diamonds? -
On back of an update from MinRes’ board, we have a chat about the decision they’ve got to make.
We then move to an interesting take-over battle involving Siren Gold, Rua & Federation Mining before diving into Paladin’s quarterly which saw it drop 20%.
Westgold’s new debt facility, the Brightstar & Aurumin trading halts and IGO’s quarterly round us off.
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
Greenlands Equipment – Turnkey mine water management
[email protected] - +61 447 178 806
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
MMTS - Mining title consultants for exploration & mining companies
Australian Earthworks and Haulage - Clearing for construction, drilling, dams and rehabilitation works for mining and exploration
Reece Spitalny - +61 434 479 610
We use SPARK - Market data for active ASX Traders - https://sparktrader.com
Buy Money of Mine MERCH
Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.
Money of Mine on YouTube, Twitter, LinkedIn & Instagram
(0:00:00)Introduction
(0:01:19)MINs board set the clock
(0:20:18)The takeover battle for Siren Gold
(0:28:23)Why is PDN off 20%?
(0:39:02)What's WGX's new debt for
(0:43:35)Connecting the $BTR & $AUM dots
(0:51:51)IGO decide to share less - Visa fler
