Money of Mine – Details, episodes & analysis

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.
 
Sign-up for the Director’s Special

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.

Thank you to our Partners:

Axis Mining Technology - Drill hole survey instrumentation experts

[email protected] – call Shaun Oehlman - +61457053260

Mineral Mining Services – Your preferred mining contractor

[email protected] - 1300 546 117

VRIFY – Communicate in 3D

[email protected]

SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical

Marty Law - [email protected] - +61 439 917 192

DSI Underground – Ground support gurus

https://www.dsiunderground.com/contact

Silverstone – Energy solutions for your business

[email protected]

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]

We use SPARK - Market data for active ASX Traders - https://sparktrader.com

Buy Money of Mine MERCH

Money of Mine on YouTube + Twitter

(0:00:00)Introduction

(0:02:56)Copper contrarian take

(0:06:23)Development timelines

(0:09:40)Risky jurisdictions

(0:16:23)Different deposit styles 

(0:19:10)Exploration strategies of major miners

(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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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.

Sign-up for the Director’s Special

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.

Thank you to our Partners:

Axis Mining Technology - Drill hole survey instrumentation experts

[email protected] – call Shaun Oehlman - +61457053260

Mineral Mining Services – Your preferred mining contractor

[email protected] - 1300 546 117

VRIFY – Communicate in 3D

[email protected]

SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical

Marty Law - [email protected] - +61 439 917 192

DSI Underground – Ground support gurus

https://www.dsiunderground.com/contact

Silverstone – Energy solutions for your business

[email protected]

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]

We use SPARK - Market data for active ASX Traders - https://sparktrader.com

Buy Money of Mine MERCH

Money of Mine on YouTube, Twitter + LinkedIn

(0:00:00)Introduction

(0:01:21)What next for MinRes

(0:36:44)S32 go about their business

(0:46:53)Westgold - building cash?

(0:56:21)Why did Red's guidance disappoint?

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. 

Sign-up for the Director’s Special

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.

Thank you to our Partners:

Axis Mining Technology - Drill hole survey instrumentation experts

[email protected] – call Shaun Oehlman - +61457053260

Mineral Mining Services – Your preferred mining contractor

[email protected] - 1300 546 117

VRIFY – Communicate in 3D

[email protected]

SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical

Marty Law - [email protected] - +61 439 917 192

DSI Underground – Ground support gurus

https://www.dsiunderground.com/contact

Silverstone – Energy solutions for your business

[email protected]

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]

We use SPARK - Market data for active ASX Traders - https://sparktrader.com

Buy Money of Mine MERCH

Money of Mine on YouTube + Twitter

(0:00:00)Introduction

(0:02:29)Gold Fields swings for Osisko

(0:23:08)Life in Canadian miners

(0:30:39)Barrick boss talks down M&A

(0:32:58)Albemarle selling Greenbushes stake?

(0:40:08)Genesis block crosses

(0:42:37)Zambia shuts Congo boarder

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

Thank you to our Podcast Partners:

VRIFY – Communicate in 3D

[email protected]

GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine Site

[email protected]

DSI Underground – Ground Support gurus

https://www.dsiunderground.com/contact

SMEC Power & Technology – Electrical experts

[email protected]

Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more

[email protected]

KCA Site Services – Underground mining machine

[email protected]

Brooks Airways – Perth’s leading charter flight operators

[email protected]

K-Drill – Safe, reliable, and productive surface RC drilling 

[email protected]

Buy your Money of Mine MERCH here

Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group.

Subscribe to our weekly newsletter HOOTEROO HERALD

Money of Mine on YouTube

Money of Mine on Twitter

Money of Mine on LinkedIn

Money of Mine on Instagram

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.

Thank you to our Podcast Partners:

VRIFY – Communicate in 3D

[email protected]

GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine Site

[email protected]

DSI Underground – Ground Support gurus

https://www.dsiunderground.com/contact

SMEC Power & Technology – Electrical experts

[email protected]

Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more

[email protected]

KCA Site Services – Underground mining machine

[email protected]

Brooks Airways – Perth’s leading charter flight operators

[email protected]

K-Drill – Safe, reliable, and productive surface RC drilling 

[email protected]

Buy your Money of Mine MERCH here

Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group.

Subscribe to our weekly newsletter HOOTEROO HERALD

Money of Mine on YouTube

Money of Mine on Twitter

Money of Mine on LinkedIn

Money of Mine on Instagram

(0:00:00)Introduction

(0:00:55)GLEN's multiple compression

(0:02:41)Retaining the Coal Assets

(0:09:57)Listing on the ASX

(0:13:22)Why Australia'smakes sense for dividends 

(0:19:50)Realising the trading unit's value

(0:30:19)Is Glencore coming to the party?

We’ve got a big one Money Miners. 

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.

Thank you to our Podcast Partners:

VRIFY – Communicate in 3D

[email protected]

GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine Site

[email protected]

DSI Underground – Ground Support gurus

https://www.dsiunderground.com/contact

SMEC Power & Technology – Electrical experts

[email protected]

Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more

[email protected]

KCA Site Services – Underground mining machine

[email protected]

Brooks Airways – Perth’s leading charter flight operators

[email protected]

K-Drill – Safe, reliable, and productive surface RC drilling 

[email protected]

Buy your Money of Mine MERCH here

Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group.

Subscribe to our weekly newsletter HOOTEROO HERALD

Money of Mine on YouTube

Money of Mine on Twitter

Money of Mine on LinkedIn

Money of Mine on Instagram

(0:00:00)Introduction

(0:01:37)Our thoughts on Liontown's funding commitment

(0:20:37)PLS sell a block of spod pre-auction

(0:21:24)Arafura's shock funding 

(0:29:46)Copper tearing up

(0:30:58)Gold Road & Westgold cop a downpour

(0:32:46)Tribeca getting active at Glencore

(0:37:11)The exploratuion target trend

(0:44:31)Syrah raising capital AGAIN 

Money Miners we’ve got a treat.

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.

Thank you to our Podcast Partners:

VRIFY – Communicate in 3D

[email protected]

GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine Site

[email protected]

DSI Underground – Ground Support gurus

https://www.dsiunderground.com/contact

SMEC Power & Technology – Electrical experts

[email protected]

Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more

[email protected]

KCA Site Services – Underground mining machine

[email protected]

Brooks Airways – Perth’s leading charter flight operators

[email protected]

K-Drill – Safe, reliable, and productive surface RC drilling 

[email protected]

Buy your Money of Mine MERCH here

Join our exclusive Facebook Group for the Money Miners 

Subscribe to our weekly newsletter HOOTEROO HERALD

Money of Mine on YouTube

Money of Mine on Twitter

Money of Mine on LinkedIn

Money of Mine on Instagram


(0:00:00)Introduction

(0:01:52)Will we see price floors/ceilings in contracts?

(0:08:50)To what extent has China played the market

(0:25:59)Thoughts on Liontown's financing

(0:27:04)The Pilbara Minerals short

(0:32:00)Plug-In Hybrids (PHEVs) winning market share

(0:41:35)Hybrid adoption ramifications for Platinum Group Metals (PGMs)

(0:50:00)Are gold stocks cheap?

(0:53:54)Potential gold M&A

(1:04:56)East Coast energy market 

(1:13:47)Woodside & Santos talks breakup

(1:21:03)Is Rusty into Tin?

(1:28:55)What's next for Develop (DVP)?

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.

Thank you to our Podcast Partners:

VRIFY – Communicate in 3D

[email protected]

GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine Site

[email protected]

DSI Underground – Ground Support gurus

https://www.dsiunderground.com/contact

SMEC Power & Technology – Electrical experts

[email protected]

Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more

[email protected]

KCA Site Services – Underground mining machine

[email protected]

Brooks Airways – Perth’s leading charter flight operators

[email protected]

K-Drill – Safe, reliable, and productive surface RC drilling 

[email protected]

Buy your Money of Mine MERCH here

Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group.

Subscribe to our weekly newsletter HOOTEROO HERALD

Money of Mine on YouTube

Money of Mine on Twitter

Money of Mine on LinkedIn

Money of Mine on Instagram


(0:00:00)Introduction

(0:01:38)Gold's flying - what M&A is next?

(0:21:33)Will rain hit Capricorn's bottom line?

(0:23:02)Delta Lithium sign multiple farm-in's

(0:27:17)Fortescue sign copper farm in

(0:28:34)Copper treatment charges hit 14 year low

(0:34:55)Lake Resources rattling the tin

(0:38:08)Calidus books highlight fragility 

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.

Thank you to our Podcast Partners:

VRIFY – Communicate in 3D

[email protected]

GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine Site

[email protected]

DSI Underground – Ground Support gurus

https://www.dsiunderground.com/contact

SMEC Power & Technology – Electrical experts

[email protected]

Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more

[email protected]

KCA Site Services – Underground mining machine

[email protected]

Brooks Airways – Perth’s leading charter flight operators

[email protected]

K-Drill – Safe, reliable, and productive surface RC drilling 

[email protected]

Buy your Money of Mine MERCH here

Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group.

Subscribe to our weekly newsletter HOOTEROO HERALD

Money of Mine on YouTube

Money of Mine on Twitter

Money of Mine on LinkedIn

Money of Mine on Instagram

(0:00:00)Venturing into AI

(0:06:37)Tommy wrote the book on Geology

(0:09:14)A lesson on Lithium in geology

(0:10:36)Why we have seen a bottom in Lithium

(0:16:36)Deutsche Rohstoff identifying opportunities with a geology-first approach

(0:20:23)Algorithmic trend-following

(0:25:10)The things that can ruin an investment

(0:28:32)Management vs speed to market

(0:33:01)Investing in Africa and navigating the Chinese

(0:39:47)Being an 'active' shareholder via board seats

(0:42:07)Investing in European or North Amer

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.

Thank you to our Podcast Partners:

VRIFY – Communicate in 3D

[email protected]

GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine Site

[email protected]

DSI Underground – Ground Support gurus

https://www.dsiunderground.com/contact

SMEC Power & Technology – Electrical experts

[email protected]

Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more

[email protected]

KCA Site Services – Underground mining machine

[email protected]

Brooks Airways – Perth’s leading charter flight operators

[email protected]

K-Drill – Safe, reliable, and productive surface RC drilling 

[email protected]

Buy your Money of Mine MERCH here

Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group.

Subscribe to our weekly newsletter HOOTEROO HERALD

Money of Mine on YouTube

Money of Mine on Twitter

Money of Mine on LinkedIn

Money of Mine on Instagram

 
(0:00:00)Introduction

(0:00:46)A hiccup in MinRes' haul road sale

(0:08:35)Deep Yellow doing a big tin rattle

(0:19:56)SolGold getting the governments tick 

(0:26:52)Gold M&A is back! Ramelius to buy Karora?

(0:32:49)A change in director interest worth following