We had Ahmad Saleem back on the poddy to chat about copper.
Our discussion ventured from whether the much anticipated bull market will emerge, why majors target porphyry deposits, if it’s better to buy vs build, what juniors should target, what we can learn from the venture capital funding system and a heap more.
All information in this podcast is for education and entertainment purposes only and is of general nature only.
The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.
MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
(0:22:45)Differences between porphyry's and the others
(0:26:38)Copper price forecasting
(0:40:11)BHP in South Australia
(0:43:22)Sandfire in Spain, Africa
(0:51:10)Mongolia
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How Low Will MinRes Go?
jeudi 29 août 2024 • Durée 01:08:09
We’re drowning in news today, so we looked to pick out the most interesting and influential stories.
First and foremost, MinRes (MIN), who’re battening down the hatches and “strangling” costs to fight another day. Then South32 (S32), who’s financial position is rather healthy, but are still tending for a few challenges.
Lastly a gold check-in with Westgold (WGX) revealing its full year numbers and Red 5 (RED) sharing guidance for FY25.
All information in this podcast is for education and entertainment purposes only and is of general nature only.
The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.
MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
We’ve got a big deal to talk about, with Gold Fields (GFI.nyse) swinging for JV partner Osisko (OSK.to) in a C$2.16b deal.
We also touched on comments from Barrick boss Mark Bristow, as well as speculation that Albemarle might sell their Greenbushes stake, and a block trade that crossed in Genesis (GMD) stock.
Finally, we picked over news that Zambia has closed its boarder with the Congo.
All information in this podcast is for education and entertainment purposes only and is of general nature only.
The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.
MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
We got the big man Rick Rule on to take the temperature on explorers, numerous commodities and where there’s value in the market.
Our conversation covered some of the nuances in the uranium market, whether lithium is hated enough yet, his thoughts on gold & gold companies, why raising capital is harder in North America vs Australia for resource plays, whether platinum group metals are attractive, what’s going on in nickel and plenty more.
All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.
Chapters: (0:00:00)Introduction (0:01:37)How's uranium shaping up (0:04:06)Is lithium hated enough (0:06:40)Has nickel structurally changed (0:12:55)What's different in uranium this time (0:22:56)Forgotten lessons in uranium (0:24:20)How have ETFs changed the game (0:29:17)Is there value in gold (0:36:19)Bitcoin vs gold (0:40:13)Ricks thoughts on mean reversion (0:42:28)Is Rick looking at Rare Earths? (0:46:56)Is the TSX & LSE broken? (0:54:39)Are PGMs an opportunity (1:00:52)Is Uranium Enrichment a bottleneck? (1:03:24)Under-rated vs Over-rated
GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine Site
Ben Cleary on Why Tribeca has just gone Activist on Glencore (BONUS EP)
jeudi 14 mars 2024 • Durée 35:48
This is a bonus episode today Money Miners. Matty managed to come into the studio early on his birthday for it too. It's juicy - Tribeca has gone activist on Glencore and Ben Cleary has dialled in.
Ben is portfolio manager of the natural resources fund at Tribeca Investment Partners and outlines why they’ve launched an activist campaign on mining & trading giant Glencore (GLEN).
He pulls apart the thesis, centred on not demerging any assets, listing on the ASX, revitalising capital returns via dividends & selling a minority stake in the trading unit.
All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.
First up, Liontown’s (LTR) funding commitment as well as Pilbara’s (PLS) pre-auction sale.
Next, we touch on Arafura’s (ARU) big funding announcement, the weather events hitting goldies including Gold Road (GOR) & Westgold (WGX) then onto the latest piece of shareholder activism in mining, Tribeca (and partners) talking up change at Glencore (GLEN).
We then discuss the trend of exploration targets being shared by explorers, the latest moves in the copper market & we wrap up with another Syrah (SYR) capital raise.
All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.
Anthony Kavanagh + Rusty Delroy visited the studio for an outstanding chat on all things commodities.
We pick the brains of these two on:
- Lithium (price floors/ceilings, LTR, PLS, PLL, China manipulation)
- Platinum Group Metals (hybrid EVs, ICE sales)
- Gold (M&A, value, developers/explorers)
- O&G (east coast, Santos, Woodside, CVN, COI)
- Tin (market supply, players)
plus a heap more.
All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.
Plenty of news to get the week going, with the gold price flying we rip right into the big movers and speculate on why Spartan (SPR) is doing the publicity rounds.
We then touch on Capricorn Metals (CMM) downpour and hit to production before having a chat about Delta Lithium’s (DLI) farm-in’s as well as Fortescue’s (FMG) farm-in with Magmatic (MAG).
We then had a fascinating chat about what’s going on with copper treatment charges, which hit 14 year lows, as well as Lake Resources (LKE) who are rattling the tin, before rounding off with Calidus’s (CAI) half year books.
All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.
How to Buy Discoveries while they’re still Cheap - with Tom Woolrych
vendredi 8 mars 2024 • Durée 01:26:48
Thomas Woolrych of Deutsche Rohstoff joins us in studio for a wide-ranging conversation. Tom is a geologist by background and he even wrote the book (for children) on the topic. We chat about the lithium market dynamics and Tom’s view that Chinese lepidolite production isn’t sustainable. We cover the process of backing discoveries while they are still cheap. We talk about jurisdictional risk relating to African opportunities and get Tom’s views on a range of different commodities. Finally we wrap up with an overrated / underrated segment.
All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.
We’ve got some big talking points today with MinRes in the media again for various reasons… the question is, who’s incentivised by what story?
Deep Yellow (DYL) are doing a big capital raise, but we couldn’t help but ask the question, will it be the last. SolGold (SOLG.tse) also announced eye catching news with an investment agreement in Ecuador while Spartan (SPR) had a less than impressive change in substantial notice.
Lastly, Cyprium (CYM) included a slide so rare we had to chat about it.
All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.
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