Explore every episode of the podcast Money of Mine
| Title | Pub. Date | Duration | |
|---|---|---|---|
| Is there really a Copper “Shortage”? | 30 Aug 2024 | 01:06:32 | |
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. Thank you to our Partners: Axis Mining Technology - Drill hole survey instrumentation experts info@axisminetech.com – call Shaun Oehlman - +61457053260 Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 VRIFY – Communicate in 3D grant@vrify.com SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical Marty Law - mjl@smelectrical.com.au - +61 439 917 192 DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 Greenlands Equipment – Turnkey mine water management Caleb.M@greenlandsequipment.com.au - +61 447 178 806 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.com Buy Money of Mine MERCH
Money of Mine on YouTube + Twitter | |||
| How Low Will MinRes Go? | 29 Aug 2024 | 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. 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
info@axisminetech.com – call Shaun Oehlman - +61457053260
Mineral Mining Services – Your preferred mining contractor
enquiry@mineralms.com.au - 1300 546 117
VRIFY – Communicate in 3D
grant@vrify.com
SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical
Marty Law - mjl@smelectrical.com.au - +61 439 917 192
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
kenny@sstone.com.au
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
davidh@creinsurance.com.au - +61 2 9493 6100
Greenlands Equipment – Turnkey mine water management
Caleb.M@greenlandsequipment.com.au - +61 447 178 806
K-Drill – Safe, reliable, and productive surface RC drilling
drew@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.com Buy Money of Mine MERCH Money of Mine on YouTube, Twitter + LinkedIn | |||
| Gold Fields breathes life into Gold M&A | 13 Aug 2024 | 00:50:05 | |
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
info@axisminetech.com – call Shaun Oehlman - +61457053260
Mineral Mining Services – Your preferred mining contractor
enquiry@mineralms.com.au - 1300 546 117
VRIFY – Communicate in 3D
grant@vrify.com
SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical
Marty Law - mjl@smelectrical.com.au - +61 439 917 192
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
kenny@sstone.com.au
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
davidh@creinsurance.com.au - +61 2 9493 6100
Greenlands Equipment – Turnkey mine water management
Caleb.M@greenlandsequipment.com.au - +61 447 178 806
K-Drill – Safe, reliable, and productive surface RC drilling
drew@k-drill.com.au
We use SPARK - Market data for active ASX Traders - https://sparktrader.com
Buy Money of Mine MERCH
Money of Mine on YouTube + Twitter | |||
| Rick Rule on picking "hated" sectors | 15 Mar 2024 | 01:16:50 | |
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. Thank you to our Podcast Partners:
VRIFY – Communicate in 3D
GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine Site Matt.hall@getwetsolutions.com.au
DSI Underground – Ground Support gurus https://www.dsiunderground.com/contact
SMEC Power & Technology – Electrical experts
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
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
| |||
| Ben Cleary on Why Tribeca has just gone Activist on Glencore (BONUS EP) | 14 Mar 2024 | 00:35:48 | |
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. 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
GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine Site Matt.hall@getwetsolutions.com.au
DSI Underground – Ground Support gurus https://www.dsiunderground.com/contact
SMEC Power & Technology – Electrical experts
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
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 | |||
| Will Liontown & Arafura secure funding? | 14 Mar 2024 | 00:53:42 | |
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
GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine Site Matt.hall@getwetsolutions.com.au
DSI Underground – Ground Support gurus https://www.dsiunderground.com/contact
SMEC Power & Technology – Electrical experts
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
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 | |||
| Fundie Roundtable: Rusty & Kav on Commodities | 12 Mar 2024 | 01:40:51 | |
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: 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
GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine Site Matt.hall@getwetsolutions.com.au
DSI Underground – Ground Support gurus https://www.dsiunderground.com/contact
SMEC Power & Technology – Electrical experts
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
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 | |||
| Gold is flying – what M&A is next? | 11 Mar 2024 | 00:41:14 | |
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
GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine Site Matt.hall@getwetsolutions.com.au
DSI Underground – Ground Support gurus https://www.dsiunderground.com/contact
SMEC Power & Technology – Electrical experts
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
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 | |||
| How to Buy Discoveries while they’re still Cheap - with Tom Woolrych | 08 Mar 2024 | 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.
Thank you to our Podcast Partners:
VRIFY – Communicate in 3D
GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine Site Matt.hall@getwetsolutions.com.au
DSI Underground – Ground Support gurus https://www.dsiunderground.com/contact
SMEC Power & Technology – Electrical experts
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
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 | |||
| Will this be Deep Yellow’s last capital raise? | 07 Mar 2024 | 00:42:14 | |
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
GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine Site Matt.hall@getwetsolutions.com.au
DSI Underground – Ground Support gurus https://www.dsiunderground.com/contact
SMEC Power & Technology – Electrical experts
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
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 | |||
| Why did Albemarle raise >US$2b? | 05 Mar 2024 | 00:41:18 | |
Plenty to chat about as Albemarle (ALB.nyse) rattles the tin in a big way whilst 29 Metals (29M) made a change at the top. The Battle for Nyanzaga rumbles on with OreCorp’s (ORR) AGM being held late last week while First Quantum (FM.t) have had a massive job deleveraging their balance sheet. When then had a dive into the PGM (or PGE?) market which is having a very tough time before rounding off with drill results from Wildcat (WC8) & Spartan (SPR). 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. Podcast Partners: VRIFY – Communicate in 3D GetWet Solutions – Innovative Bladder Tanks for mobile Water storage on your Mine Site Matt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurus https://www.dsiunderground.com/contact SMEC Power & Technology – Electrical experts Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners
Subscribe to the HOOTEROO HERALD
Money of Mine YouTube
Money of Mine Twitter
Money of Mine LinkedIn
| |||
| Cleaning the CONVERTIBLE NOTE – with Dan Porter | 04 Mar 2024 | 01:07:03 | |
We’ve got a fascinating chat in store for the Money Miners, our chat with Dan Porter of Pure Asset Management. Dan has plenty of experience as an analyst covering resources, mining services and the energy sector to name a few, and he’s now investing with a with a relatively unique strategy. In our conversation we delve into how he gets the best of both debt & equity, the companies he’s keep a close eye on, intriguing rationale on what to look for in mining services plays as well as plenty on the energy sector. 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.
Podcast Partners:
VRIFY – Communicate in 3D grant@vrify.com (no e) DSI Underground - Ground Support Legends https://www.dsiunderground.com/contact
SMEC Power & Technology – Electrical Guru’s for the Mining Industry
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
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
Follow Money of Mine on YouTube
Follow Money of Mine on Twitter
Follow Money of Mine on LinkedIn
Follow Money of Mine on Instagram | |||
| URANIUM Bull Thesis - Ben Finegold from Oceanwall | 01 Mar 2024 | 01:17:01 | |
Strap yourselves in Money Miners we’ve got a U bonanza. We chat with Ben Finegold of Oceanwall who’s done nothing but read about uranium for the last 4 years. He’s a wealth of knowledge on Kazakhstan, the sulphuric acid issues, transportation routes (& their importance), the rise of China, the West’s enrichment capacity, alternatives to miners and heaps 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 – Transforming the way Mining companies communicate to 3D Email grant@vrify.com (no e) for more information
InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information
DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries https://www.dsiunderground.com/contact
SMEC Power & Technology – Electrical Guru’s for the Mining Industry
McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts https://www.mmts.net.au/#contact
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
Subscribe to our weekly newsletter HOOTEROO HERALD
Follow Money of Mine on YouTube
Follow Money of Mine on Twitter
| |||
| All Eyes on Jadar + Red 5’s Next Move | 12 Aug 2024 | 00:55:07 | |
We kick off the week diving deep into Red 5 to try and figure out what their next move will be after bolstering their balance sheet. This included another deep dive on Magnetic’s Lady Julie project and how the next Battle for Leonora could play out. We crossed the globe to Serbia to see what’s going on with the massive protests against Rio’s Jadar lithium project approvals, plus some around the grounds on Galan’s corporate interest and Beach Energy’s disappointing full year results. 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
info@axisminetech.com – call Shaun Oehlman - +61457053260
Mineral Mining Services – Your preferred mining contractor
enquiry@mineralms.com.au - 1300 546 117
VRIFY – Communicate in 3D
grant@vrify.com
SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical
Marty Law - mjl@smelectrical.com.au - +61 439 917 192
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
kenny@sstone.com.au
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
davidh@creinsurance.com.au - +61 2 9493 6100
Greenlands Equipment – Turnkey mine water management
Caleb.M@greenlandsequipment.com.au - +61 447 178 806
K-Drill – Safe, reliable, and productive surface RC drilling
drew@k-drill.com.au
We use SPARK - Market data for active ASX Traders - https://sparktrader.com
Buy Money of Mine MERCH
Money of Mine on YouTube + Twitter | |||
| Have S32 Made the Right Call Selling Illawarra? | 29 Feb 2024 | 00:35:19 | |
We start with the hottest news of the day, South32 (S32) selling one of their strongest cash producing assets Illawarra. Next, we dive into Emerald Resources (EMR) half year result showing solid performance in Cambodia couple with a difficult time breaking into Australia. BHP’s decision to trim jobs came up and the decision making behind this was our next focus, before rounding out on a highly levered turnaround play in Metro Mining (MMI). 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
InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry
DSI Underground – Ground Support gurus https://www.dsiunderground.com/contact
SMEC Power & Technology – Electrical experts
McMahon Mining Title Services (MMTS) – Australia-wide tenement services https://www.mmts.net.au/#contact
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
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 | |||
| Is this different at Davyhurst + is Strike on the block? | 28 Feb 2024 | 00:47:40 | |
Ora Banda’s (OBM) got the ball rolling today with exploration results, a company update then bang! Capital raise. Next cab off the rank was West African (WAF) with an update on Kiaka, then Core Lithium (CXO) cancelling their mining services contract followed by a deep dive into two diverging mining services plays, Dynamic (DDB) and Vysarn (VYS). Sandfire (SFR) received good news for their Black Butte project, whilst Strike Energy’s (STX) management looked to reassure shareholders and Azure (AZS) got another tick of approval. 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.
Podcast Partners:
VRIFY – Communicate in 3D
InvestorHub – The Digital Platform shaking up the Investor Relations industry
DSI Underground – Ground Support gurus https://www.dsiunderground.com/contact
SMEC Power & Technology – Electrical experts
McMahon Mining Title Services (MMTS) – Australia-wide tenement services https://www.mmts.net.au/#contact
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
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 | |||
| Capricorn’s financial gymnastics + an intriguing block trade at YAL | 27 Feb 2024 | 00:42:23 | |
Capricorn’s (CMM) ‘record’ half year result got us rolling today as we put a magnifying glass over their hedge book, before we moved onto why there could be much more than first meets the eye when glancing at a $200m block-trade in Yancoal (YAL) stock. As usual we had to give the latest MinRes (MIN) news a bit of thought then we looked into Boss Energy (BOE), which is rapidly approaching first drums at Honeymoon. Lastly, we delved into a range of things that have caught our eye from Elliott Management getting into mining investments, to short positions in AZS, MIN & 29M as well as growing steel production out of India and South East Asia, amongst other topics we touch on. 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.
Podcast Partners:
VRIFY – Communicate in 3D
InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry
DSI Underground – Ground Support gurus https://www.dsiunderground.com/contact
SMEC Power & Technology – Electrical experts
McMahon Mining Title Services (MMTS) – Australia-wide tenement services https://www.mmts.net.au/#contact
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
| |||
| Who’ll buy Telfer? + Why Alcoa finally bid for Alumina | 26 Feb 2024 | 00:48:30 | |
We’ve got M&A and plenty more potential M&A today. Newmont (NEM) announced their intention to sell off sub-tier 1 assets, which led us to picking apart Havieron & Greatland Gold (GGP.lon). Then the big deal, Alcoa (AA.nyse) announced their plans to eat up JV partner Alumina (AWC) in a long anticipated deal, for $3.3b. Lastly, we had a look into Capstone Copper (CSC), pealing back the numbers and trying to understand why the CDI hasn’t got any traction. 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.
Podcast Partners:
VRIFY – Communicating in 3D grant@vrify.com (no e)
InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry
DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries https://www.dsiunderground.com/contact
SMEC Power & Technology – Electrical Guru’s for the Mining Industry
McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts https://www.mmts.net.au/#contact
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
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 YouTube
Money of Mine Twitter
Money of Mine LinkedIn
Money of Mine Instagram | |||
| Separating Value from Traps with Activist Investor Jeremy Raper | 23 Feb 2024 | 01:47:45 | |
For a weekend special we had a chat with value-investing/social-activist Jeremy Raper. Jeremy has banking & hedge fund experience as well as writing a popular investing newsletter sharing his insights. He looks for value opportunities with key catalysts that’ll unlock that value for shareholders. We chat about his adventures across plenty of resource plays as well as companies he’s got his eyes on. 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.
Podcast Partners:
VRIFY – Communicate in 3D grant@vrify.com (no e)
InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry
DSI Underground - Ground Support guru's https://www.dsiunderground.com/contact
SMEC Power & Technology – Electrical Guru’s
McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts https://www.mmts.net.au/#contact
Anytime Exploration Services – Everything Exploration
KCA Site Services – Underground mining machine hire
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Exploration drilling experts
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
| |||
| Ellison says “f@*# You” to Balance Sheet Critics, IGO’s Real Numbers & Pilbara’s Plans | 22 Feb 2024 | 00:52:05 | |
We start off with MinRes’s hotly anticipated half year call, which didn’t disappoint. Then we pealed back the key details from IGO’s call before chatting about what’s happening at Pilbara Minerals (PLS). Some of the figures from Fortescue’s (FMG) had to get a mention before we rounded off with some lithium chat, as Piedmont (PLL) shared they’d sold down their interest in Sayona (SYA). 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 – Communicating in 3D Email grant@vrify.com (no e)
InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com
DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries https://www.dsiunderground.com/contact
SMEC Power & Technology – Electrical Guru’s for the Mining Industry
McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts https://www.mmts.net.au/#contact
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
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
Follow Money of Mine on YouTube
Follow Money of Mine on Twitter
Follow Money of Mine on LinkedIn
Follow Money of Mine on Instagram | |||
| Are we at the Start of a Commodities Bull Market? | 21 Feb 2024 | 00:47:50 | |
We kick things off today discussing the thoughts that Australia investing giant Phil King has on the resources sector before diving deep into the debacle at Horizonte Minerals (HZM.lse). Next up we’ll pull the curtain back on Iluka’s (ILU) Eneabba’s progress, which has seen capex blowout massively, then onto the cash printer Mt Gibson (MGX). We round off with the highlights from Silver Lake (SLR) and St Barbara (SBM). 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.
Podcast Partners:
VRIFY – Communicate in 3D Email grant@vrify.com (no e)
InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries https://www.dsiunderground.com/contact
SMEC Power & Technology – Electrical Guru’s for the Mining Industry
McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts https://www.mmts.net.au/#contact
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
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
Follow Money of Mine on YouTube
Follow Money of Mine on Twitter
Follow Money of Mine on LinkedIn
| |||
| BHP’s Big Decision + what to make of Sayona’s DFS | 20 Feb 2024 | 00:43:37 | |
First thing on the menu had to be BHP with big decisions looming, before we picked through intriguing trading in 29M’s stock. Next up Sayona’s (SYA) long awaited Moblan DFS, then a fascinating transaction in Russia with PolyMetals & onto Coronado’s (CRN) half year results. To round us out we chatted about Osino’s (OSI.v) latest bid and a change in leadership at Cyprium (CYM) after just 5 months. 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.
Podcast Partners:
VRIFY – Communicate in 3D grant@vrify.com (no e)
InvestorHub – Shaking up the Investor Relations industry
DSI Underground - Ground Support guru's https://www.dsiunderground.com/contact
SMEC Power & Technology – Mining Electrical Guru’s
McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts https://www.mmts.net.au/#contact
Anytime Exploration Services – Everything Exploration
KCA Site Services – Underground mining machine hire
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
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
Follow Money of Mine on YouTube
Follow Money of Mine on Twitter
Follow Money of Mine on LinkedIn
Follow Money of Mine on Instagram | |||
| A Company you Can’t Bet Against + How PLS Defies Gravity (Investor Romano Sala Tenna Interview) | 19 Feb 2024 | 01:20:12 | |
Romano Sala Tenna is the co-founder of Katana Asset Management, a Perth-based long-only fund. We had a blast picking his brain over what the state of the economy is, how earnings season is shaping up, how interest rates are looking, his positioning in resources business plus several specific companies. 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 grant@vrify.com (no e)
InvestorHub – Shaking up the Investor Relations industry
DSI Underground - Everything Ground Support https://www.dsiunderground.com/contact
SMEC Power & Technology – Electrical Guru’s
McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts https://www.mmts.net.au/#contact
Anytime Exploration Services – Everything Exploration
KCA Site Services – Underground mining machine hire for Underground
Brooks Airways – Perth’s leading charter flight operator
K-Drill – Safe, reliable, and productive surface RC drilling
| |||
| Legendary Mining Analyst John Macdonald on Spotting Companies Tricks & Calling it how it is | 16 Feb 2024 | 01:16:41 | |
We had the great privilege of sitting down with John Macdonald, a legendary mining analyst. We delved into the conflicts of staying true to your views and not being swayed by outside pressures, the common tricks that companies get up to, how he spotted richly valued as well as promising businesses, what the real costs that investors should follow are and a whole heap more.
Podcast Partners:
VRIFY – Transforming the way Mining companies communicate to 3D Email grant@vrify.com (no e) for more information
InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information
DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries https://www.dsiunderground.com/contact
SMEC Power & Technology – Electrical Guru’s for the Mining Industry
McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts https://www.mmts.net.au/#contact
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
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
| |||
| Fixing Exploration Funding with Jon Hronsky | 09 Aug 2024 | 01:16:45 | |
Jon Hronsky joined us on the poddy to chat through a host of fascinating subjects, centred around improving exploration success. Jon is deeply experienced in the subject and has spent plenty of time developing models that can improve the return on investment, as well as the behavioural biases managers and explorers are afflicted by, what culture sets up a miner for exploration success, how AI/ML will change exploration 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
info@axisminetech.com – call Shaun Oehlman - +61457053260
Mineral Mining Services – Your preferred mining contractor
enquiry@mineralms.com.au - 1300 546 117 VRIFY – Communicate in 3D
grant@vrify.com
SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical
Marty Law - mjl@smelectrical.com.au - +61 439 917 192
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
kenny@sstone.com.au
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
davidh@creinsurance.com.au - +61 2 9493 6100
Greenlands Equipment – Turnkey mine water management
Caleb.M@greenlandsequipment.com.au - +61 447 178 806
K-Drill – Safe, reliable, and productive surface RC drilling
drew@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.com Money of Mine on YouTube | |||
| BHP’s Massive Write-down + S32 try Polish Hermosa | 15 Feb 2024 | 01:00:25 | |
BHP gets us rolling today with an announcement on exceptional items (read Nickel West write-down). South 32 (S32) was next on the block with their half year result and their notable decision to press on at Hermosa. Wesfarmers (WES) gave an update on Mt Holland which we touched on as well as Whitehaven’s (WHC) half year numbers. Plus a rapid fire on Capstone, KIN/PNX, OBM + TNC. 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. Podcast Partners: VRIFY – Transforming the way Mining companies communicate to 3D Email grant@vrify.com (no e) RSVP to the Vrify/Money of Mine drinks this Friday at https://shorturl.at/iyBUW
InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry
DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries https://www.dsiunderground.com/contact
SMEC Power & Technology – Electrical Guru’s for the Mining Industry
McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts https://www.mmts.net.au/#contact
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
| |||
| Queensland Copper M&A + Do EVN make Money? | 14 Feb 2024 | 00:41:50 | |
Whispers of more M&A in QLD copper get us going today, with Carnaby (CNB) and Hammer (HMX) is talks. We then have a chat about 29 Metals 2nd biggest shareholder AusSuper scooping up more stock plus a good run through the half year numbers out of Evolution Mining (EVN). With more presentations surfacing, we pick apart the highlights from Bellevue (BGL), Westgold (WGX), Ramelius (RMS), Global Lithium (GL1) and Lake Resources (LKE). 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:
Thank you to our Podcast Partners:
VRIFY – Transforming the way Mining companies communicate to 3D Email grant@vrify.com (no e) for more information
InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information
DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries
SMEC Power & Technology – Electrical Guru’s for the Mining Industry
McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
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
Follow Money of Mine on YouTube
Follow Money of Mine on Twitter
Follow Money of Mine on LinkedIn
Follow Money of Mine on Instagram | |||
| Strike Energy’s Duster + Kalgoorlie M&A | 13 Feb 2024 | 00:28:37 | |
Strike Energy (STX) start us off with a duster of an appraisal well at SE-3 before we take a peek through all the company presentations released as conferences roll on. We touched on Liontown (LTR), Aeris (AIS), Dreadnaught (DRE), Azure (AZS), Stavely (SVY) & Hillgrove (HGO). Horizon Minerals (HRZ) & Greenstone Resources (GSR) tie the knot to fight another day while Rex Minerals (RXM) shared late yesterday the results of their capital raising. We finished off with news that Glencore will shut down and sell their interest in the KNS Nickel operations in New Caledonia. 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 – Transforming the way Mining companies communicate to 3D Email grant@vrify.com (no e) for more information RSVP to the Vrify/Money of Mine drinks this Friday at https://shorturl.at/iyBUW Want to work at Vrify as Head of Business Development? https://www.linkedin.com/jobs/view/3800495268 InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries SMEC Power & Technology – Electrical Guru’s for the Mining Industry McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more Brooks Airways – Perth’s leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling 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 Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram | |||
| Liontown Shareholders wait for Gina | 12 Feb 2024 | 00:36:26 | |
Where's Gina? Nothing to see judging by the (lack of) Liontown (LTR) news flow today. We have a yarn about just that along with the latest in The Battle for Nyanzaga featuring Orecorp (ORR), Silvercorp (SVM.t) and Perseus (PRU). We give some thoughts on Metals Acquisition Limited’s giant $325 million IPO & look at South32’s (S32) divestment of Eagle Downs to Stanmore (SMR) before American correspondent Matty Michael updates us on Cameco. 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.
VRIFY – Transforming the way Mining companies communicate to 3D Email grant@vrify.com (no e) for more information RSVP to the Vrify/Money of Mine drinks this Friday https://shorturl.at/iyBUW Want to work at Vrify as Head of Business Development? https://www.linkedin.com/jobs/view/3800495268
Thank you to our Partners:
VRIFY – Transforming the way Mining companies communicate to 3D Email grant@vrify.com (no e) for more information
InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information
DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries
SMEC Power & Technology – Electrical Guru’s for the Mining Industry
McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
Buy 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
Follow Money of Mine on YouTube
Follow Money of Mine on Twitter
Follow Money of Mine on LinkedIn
Follow Money of Mine on Instagram | |||
| The 4 Adages for Resources Investors to Live By According to Emmanuel Datt | 09 Feb 2024 | 01:11:18 | |
Today JD picks the growing brain of Emmanuel Datt on his 4 key lessons investing in the Resources sector. The conversation expands to Emanuel's views on the evolving market dynamics in Lithium, Nickel, Coal, and Iron Ore too. Plus a discussion of some of Emmanuel's views on specific stocks. Thank you to our Podcast Partners:
VRIFY – Transforming the way Mining companies communicate to 3D Email grant@vrify.com (no e) for more information
InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information
DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries
SMEC Power & Technology – Electrical Guru’s for the Mining Industry
McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
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
Follow Money of Mine on YouTube
Follow Money of Mine on Twitter
Follow Money of Mine on LinkedIn
Follow Money of Mine on Instagram | |||
| Are MinRes Short on Cash? + Investor Ausbil Dumps Longtime Holding | 08 Feb 2024 | 00:38:01 | |
We rip into today’s show with the rumours around Mineral Resources (MIN) looking to garner interest in 49% of their Onslow haul road, before we dissected fund manager Ausbil’s decision to dump their long time holding in 29 Metals (29M). Pilbara Minerals (PLS) signed another expanded offtake agreement which drew our attention whilst Wiluna (WMC) gave a production update & Alliance Nickel (AXN) signed an offtake agreement with Samsung SDI. Santos (STO) & Woodside (WDS) couldn’t see eye to eye on the value of a merger, whilst Andrew Forrest’s investment groups were making moves again and Aurelia (AMI) copped a heavy downpour at their Peak operations. 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:
Thank you to our Podcast Partners:
VRIFY – Transforming the way Mining companies communicate to 3D Email grant@vrify.com (no e) for more information
InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information
DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries
SMEC Power & Technology – Electrical Guru’s for the Mining Industry
McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
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
Follow Money of Mine on YouTube
Follow Money of Mine on Twitter
Follow Money of Mine on LinkedIn
Follow Money of Mine on Instagram | |||
| Vas Piperoglou on Maintaining Conviction & Selling into Speculation | 07 Feb 2024 | 01:15:09 | |
JD sat down with Collins St Asset Management’s co-founder and chief investment officer Vas Piperoglou this week to hear about CSAM’s investment style, view of the markets, and companies they’re liking. The conversation branched from contrarianism and conviction to picking beaten-up sectors and investing in thematics. Vas revealed his thinking behind patience in the market, his ardent long-term outlook plus why he bought and in some cases sold uranium, gold, and natural resource services business in recent times. 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.
InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information
DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries
Terra Capital – Specialist investment manager in the natural resources sector
McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts
Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
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
Follow Money of Mine on YouTube
Follow Money of Mine on Twitter
Follow Money of Mine on LinkedIn
Follow Money of Mine on Instagram | |||
| Kazakhstan put U-market on Alert + How Solid is S32? | 06 Feb 2024 | 00:45:56 | |
We rip into today’s show with news that Woodside (WDS) and Santos (STO) have agreed to continue getting to know each other followed by a dive into Kazakhstan’s political situation and what it means for uranium. South 32 (S32) caught the eye following their decision to chase down a royalty last week, which got us pondering whether something could be afoot, whilst a couple goldies in West African (WAF) and De Grey (DEG) released guidance and an option to buy Ashburton respectively. KoBold Metals, the billionaire backed startup, announced they’ve got Zambia’s best discovery in 100 years while a familiar face turned up at Arafura (ARU) and Evolution (EVN) settled their disappointing share purchase plan. 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:
Thank you to our Podcast Partners:
VRIFY – Transforming the way Mining companies communicate to 3D Email grant@vrify.com (no e) for more information
InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information
DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries
SMEC Power & Technology – Electrical Guru’s for the Mining Industry
McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
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
Follow Money of Mine on YouTube
Follow Money of Mine on Twitter
Follow Money of Mine on LinkedIn
Follow Money of Mine on Instagram | |||
| Red5 Dangles the Carrot for Genesis in $2.2Bn Merger with Silver Lake | 05 Feb 2024 | 00:48:17 | |
We almost forgot just how much we love Leonora. We love it, clearly Silver Lake (SLR) loves it too. Today they announced a recommended merger with Red5 (RED) which would form a $2.2Bn gold producer headed by Luke Tonkin. We go into all elements of this deal, including what it means for Genesis Minerals (GMD) given their Leonora consolidation strategy. Plus we touch on the rumours of a tie-up between Lynas (LYC) and MP Materials, Centaurus’ (CTM) environmental permits for Jaguar, and Orecorp’s (ORR) latest with the Silvercorp offer. And Capstone Copper (CSC) is the latest copper producer to join the ASX with four operating copper mines in the Americas. 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 – Transforming the way Mining companies communicate to 3D Email grant@vrify.com (no e) for more information
InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information
DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries
SMEC Power & Technology – Electrical Guru’s for the Mining Industry
McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
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
Follow Money of Mine on YouTube
Follow Money of Mine on Twitter
Follow Money of Mine on LinkedIn
Follow Money of Mine on Instagram
| |||
| Justin Huhn on the Uranium Supply Crunch, ETF Impact & China's Influence on the Market | 02 Feb 2024 | 01:22:04 | |
We interviewed Justin Huhn, founder of the Uranium Insider newsletter, to get up to speed on all things yellowcake. The conversation ran through what’s the latest from the big players (Kazatomprom & Cameco), how are the Canadian projects shaping up, why the uranium ETF’s have changed the game, the huge role the China plays in the nuclear industry, Justin’s thoughts on the African hopefuls, spot + contract pricing dynamic’s and a whole lot more. Enjoy Money Miners! 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:
InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information
DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries
Terra Capital – Specialist investment manager in the natural resources sector
McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts
Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group.
Subscribe to our weekly newsletter HOOTEROO HERALD
Follow Money of Mine on YouTube
Follow Money of Mine on Twitter
Follow Money of Mine on LinkedIn
Follow Money of Mine on Instagram | |||
| What we learnt at Diggers 2024 | 08 Aug 2024 | 00:56:42 | |
We’re straight back into it with a recap of Diggers 2024, our own awards session, plus news coming out of Arcadium Lithium (LTM), West African (WAF), Medallion (MM8) and lastly CZR Resources. 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
info@axisminetech.com – call Shaun Oehlman - +61457053260
Mineral Mining Services – Your preferred mining contractor
enquiry@mineralms.com.au - 1300 546 117
VRIFY – Communicate in 3D
https://www.linkedin.com/in/nathan-kong-6699a62b/
SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical
Marty Law - mjl@smelectrical.com.au - +61 439 917 192
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
kenny@sstone.com.au
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
davidh@creinsurance.com.au - +61 2 9493 6100
Greenlands Equipment – Turnkey mine water management
Caleb.M@greenlandsequipment.com.au - +61 447 178 806
K-Drill – Safe, reliable, and productive surface RC drilling
drew@k-drill.com.au
We use SPARK - Market data for active ASX Traders - https://sparktrader.com Buy Money of Mine MERCH
Join our Money Miners Facebook Group
Money of Mine on YouTube + Twitter | |||
| Name & Shame! + Just when IGO thought things couldn’t get worse… | 01 Feb 2024 | 00:38:33 | |
With the quarterly season now wrapped up, it’s time for one of our favourite segments… name & shame! We call out those companies who were too sloppy to get their quarterly reports in at a normal time. We then jumped into the gift that keeps on giving, IGO. In a story that involves BHP, S32, Regis, Western Mining and more, you’ll just have to tune in to hear the tale. BCI Minerals (BCI) bumper $300m+ capital raise got a mention before we closed off with a segment on Resolute (RSG), who’ve been on the mend after a tough few years. 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:
Thank you to our Podcast Partners:
VRIFY – Transforming the way Mining companies communicate to 3D Email grant@vrify.com (no e) for more information
InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information
DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries
SMEC Power & Technology – Electrical Guru’s for the Mining Industry
McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
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
Follow Money of Mine on YouTube
Follow Money of Mine on Twitter
Follow Money of Mine on LinkedIn
Follow Money of Mine on Instagram | |||
| IGO used to be Shiny. Now Everything is Going to S**t | 31 Jan 2024 | 00:53:50 | |
There was no shortage of news to dissect on the final day of the quarter, with IGO grabbing the headlines by turning off Cosmos, amongst other challenges. We added another layer to the Kali Metals (KM1) story, which isn’t short on drama, before touching on Liontown’s (LTR) quarterly then onto Peninsula’s (PEN) latest update. Red 5 (RED) plus Westgold (WGX) both got a mention before we rounded off with the latest at Galena (G1A) and Sayona (SYA). 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 – Transforming the way Mining companies communicate to 3D Email grant@vrify.com (no e) for more information
InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information
DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries
McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
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
Follow Money of Mine on YouTube
Follow Money of Mine on Twitter
Follow Money of Mine on LinkedIn
Follow Money of Mine on Instagram | |||
| The Good, the Bad and the Ugly of ASX Copper Miners | 30 Jan 2024 | 00:49:17 | |
We’re in the thick of quarterly season now & had plenty to stew over. We start with a good chat about the base metals miners, including Sandfire (SFR), 29 Metals (29M) and Aurelia (AMI) before jumping into Mader (MAD) who’ve been on a tear since listing on the ASX some years ago. Next, we had a block of goldies to pick apart, with Capricorn (CMM), Emerald (EMR), Ramelius (RMS) and Silver Lake (SLR) making the list today. To finish on a special note, we rounded up some former flyers who are all now very much in the sin-bin – Hastings (HAS), Lake (LKE) and Vulcan (VUL). 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:
InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information
DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries
Terra Capital – Specialist investment manager in the natural resources sector
McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts
Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
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
Follow Money of Mine on YouTube
Follow Money of Mine on Twitter
Follow Money of Mine on LinkedIn
Follow Money of Mine on Instagram | |||
| Bellevue Faces the Music as IGO Braces For the Same | 29 Jan 2024 | 00:57:46 | |
Bellevue (BGL) starts us off today with a hotly anticipated quarterly seeming to meet the markets expectations, followed by IGO who served up a lithium business update just 2 days before their quarterly. Gold Road (GOR) were next up with a shocker, missing cost guidance with weak CY24 guidance to boot. Staying on the theme of gold, we gave the latest from Tanzania with the Battle for Nyanzaga getting hotter & hotter. We had to peer into what the progress was at Develop Global (DVP), before touching on two African stories, Sierra Rutile’s (SRX) changing terms leaving them stranded and Chinese infrastructure investment furthering their ties in the DRC. 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:
InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information
DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries
Terra Capital – Specialist investment manager in the natural resources sector
McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts
Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
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
Follow Money of Mine on YouTube
Follow Money of Mine on Twitter
Follow Money of Mine on LinkedIn
Follow Money of Mine on Instagram | |||
| Our Thoughts on Owing the Rock, Certain Commodities & AISC (Unscripted Q&A) | 26 Jan 2024 | 00:57:44 | |
We’ve got a new style of show for the Money Miners this long weekend, an unscripted Q&A! All the questions served up today came directly from listeners, allowing us to dive into what we look for in companies, certain red flags, some mining investing 101 plus a whole 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:
InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information
DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries
Terra Capital – Specialist investment manager in the natural resources sector
McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts
Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
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
Follow Money of Mine on YouTube
Follow Money of Mine on Twitter
Follow Money of Mine on LinkedIn
Follow Money of Mine on Instagram | |||
| What Moves Uranium Stocks? + The Goldies Quarterlies | 25 Jan 2024 | 00:55:07 | |
We rip into today’s show with uranium news, touching on the market dynamics as well as news from Paladin (PDN) and Boss Energy (BOE). MinRes’s (MIN) quarterly naturally caught our attention so went through the highlights before jumping into a bunch of the ASX gold plays, including St Barbara (SBM), Regis Resources (RRL), West African Resources (WAF), Calidus (CAI) and Spartan (SPR). To round off, we mentioned the announcement that Ken Brinsden is taking the reins at Patriot (PMT) and some thoughts on Arafura’s (ARU) quarterly. 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:
InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information
DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries
Terra Capital – Specialist investment manager in the natural resources sector
McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts
Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
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
Follow Money of Mine on YouTube
Follow Money of Mine on Twitter
Follow Money of Mine on LinkedIn
Follow Money of Mine on Instagram | |||
| Pilbara Boss to Shorters: “I hope they’re shaking in their boots” | 24 Jan 2024 | 00:47:34 | |
Pilbara Minerals (PLS) released a hotly anticipated quarterly report with some punchy comments to get us going today before we jumped into another big quarterly from Norther Star (NST). Adriatic Metals (ADT) updated the market on a further delay at the Vares project in Bosnia, disappointing shareholders, while Core Lithium (CXO) came out with more clarity on their next 6 months. It’s now been 2 quarters of Gwalia ownership for Genesis Minerals (GMD), so we had to check in on their performance, plus Wildcat (WC8) caught our eye with a 100km drill program. We finished with news of the return of a certain friend of the show to the great mining industry. 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:
InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information
DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries
Terra Capital – Specialist investment manager in the natural resources sector
McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts
Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
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
Follow Money of Mine on YouTube
Follow Money of Mine on Twitter
Follow Money of Mine on LinkedIn
Follow Money of Mine on Instagram | |||
| Nickel & Lithium Heavyweights Summoned for Industry Sit-Down | 23 Jan 2024 | 00:48:01 | |
We rip right into the juicy news today that Australian Resources Minister Madeleine King has summoned an urgent industry round table discussion on the back of the latest nickel and lithium news. We then expanded upon Liontown’s (LTR) potential funding solutions as well as what analysts around the country have had to said on the lithium hopeful. Stanmore (SMR) & Coronado (CRN) shared their quarterlies for us to compare and contrast as well as Australia Pacific Coal (AQC) announcing a restart funding package for Dartbrook. Next up with did a rapid fire round including True North Copper (TNC), Delta Lithium (DLI), Mayur Resources (MRL), Kali Metals (KM1) Iluka (ILU), & Element 25 (E25). We shared our thoughts on the 2nd round of BHP’s Xplor program before rounding off on Endeavour Mining’s attempts to clawback its former CEO’s remuneration. 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:
InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information
DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries
Terra Capital – Specialist investment manager in the natural resources sector
McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts
Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
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
Follow Money of Mine on YouTube
Follow Money of Mine on Twitter
Follow Money of Mine on LinkedIn
Follow Money of Mine on Instagram | |||
| Why is Liontown Down 20% Today? + Perseus goes Hostile! | 22 Jan 2024 | 01:02:03 | |
A big start to the week with lithium market darling Liontown (LTR) announcing a Kathleen Valley funding update, seeing the stock come off 20%. Perseus’s (PRU) bid to buy OreCorp (ORR) in an all-cash deal caught our eye as well as Wyloo’s unfortunate decision to put its Kambalda nickel operations on care & maintenance. On the theme of managing costs, we commented on Chalice’s (CHN) decision to cut back, before rounding off on Lynas’s (LYC) quarterly, with our eye’s focused on an update on the Kalgoorlie processing facility. 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.
InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information
DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries
Terra Capital – Specialist investment manager in the natural resources sector
McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts
Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
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
Follow Money of Mine on YouTube
Follow Money of Mine on Twitter
Follow Money of Mine on LinkedIn
Follow Money of Mine on Instagram | |||
| Who Printed Nearly $500m this Quarter? + ASX’s Most Shorted Stocks | 19 Jan 2024 | 00:35:07 | |
We get our final show of the week off to a start discussing the big movements in the industry this past week, before touching on how this is reflected in the ASX’s biggest short positions. Then we dissected about Yancoal (YAL) who continue to print cash from their east cost operations as well as Whitehaven (WHC) who shed a bit more colour on the Blackwater & Daunia acquisitions amongst other details. Our final two segments took us to Africa, where we discussed the latest news on Leo Lithium (LLL), direct out of China, plus Piedmont’s (PLL) sell down of their Atlantic Lithium (A11) stake. 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:
InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information
DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries
Terra Capital – Specialist investment manager in the natural resources sector
McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts
Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
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
Follow Money of Mine on YouTube
Follow Money of Mine on Twitter
Follow Money of Mine on LinkedIn
Follow Money of Mine on Instagram | |||
| What Makes a Mineral “Critical” (John Sykes Interview) | 06 Aug 2024 | 01:31:39 | |
Here’s our chat with mineral economics, geology & strategy whiz John Sykes. We went through a raft of topics, from commodities such as tin, lithium, rare earths & gold, to the role of government in supporting the industry, how China built its dominance, the biases that we’re all guilty of 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
info@axisminetech.com – call Shaun Oehlman - +61457053260
Mineral Mining Services – Your preferred mining contractor
enquiry@mineralms.com.au - 1300 546 117
VRIFY – Communicate in 3D
grant@vrify.com
SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical
Marty Law - mjl@smelectrical.com.au - +61 439 917 192
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
kenny@sstone.com.au
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
davidh@creinsurance.com.au - +61 2 9493 6100
Greenlands Equipment – Turnkey mine water management
Caleb.M@greenlandsequipment.com.au - +61 447 178 806
K-Drill – Safe, reliable, and productive surface RC drilling
drew@k-drill.com.au
We use SPARK - Market data for active ASX Traders - https://sparktrader.com
Buy Money of Mine MERCH
| |||
| Lithium Struggles while BHP puts WA Nickel on RED Alert | 18 Jan 2024 | 00:41:46 | |
Quarterly reports are starting to trickle out to keep us busy here at Money of Mine. We start today by discussing what’s going on in the lithium world, moving into Albemarle’s decision to cut down on costs and sell its stake in Liontown (LTR). We then discussed a “non-binding offer” for Metalstech’s (MTC) Slovakian asset which the market shrugged at before moving on to why Calidus (CAI) needs to ramp up its gold output. Mount Gibson’s (MGX) quarterly numbers deserved a mention as the iron ore price remains strong, as did Ora Banda (OBM) as we run the ruler over their financial position. Ionic Rare Earths (IXR) received their mining licence and lastly mining behemoth BHP shared their quarterly update, giving us a view into a range of different commodities, with nickel in focus. 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:
InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information
DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries
Terra Capital – Specialist investment manager in the natural resources sector
McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts
Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
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
Follow Money of Mine on YouTube
Follow Money of Mine on Twitter
Follow Money of Mine on LinkedIn
Follow Money of Mine on Instagram | |||
| Evolution’s Stinker & What’s going on at Lynas’s Kalgoorlie Facility? | 17 Jan 2024 | 00:43:14 | |
The hits keep on coming at Money of Mine. Where else to start but the big one, Evolution Mining (EVN) shaving $1.3b in market value with the release of their poor December quarterly. Wildcat’s (WC8) cashed up balance sheet gets a mention before we demand answers from Lynas (LYC) on what is going on at the Kalgoorlie processing facility. WA1 Resources (WA1) are out raising $30m to grow their Luni discovery and lastly we analyse Pantoro’s (PNR) decision to get underground sooner at Scotia as well as how stable their financial position is. 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:
InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information
DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries
Terra Capital – Specialist investment manager in the natural resources sector
McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts
Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
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
Follow Money of Mine on YouTube
Follow Money of Mine on Twitter
Follow Money of Mine on LinkedIn
Follow Money of Mine on Instagram | |||
| 3 Ways of How Not to Run a Company | 16 Jan 2024 | 00:46:59 | |
Our second episode back and we’re getting punchy. On the show today we spoke about four different stories with some common these. Firstly, we revisit the Kali Metals (KM1) listing with additional info coming to light. Then, we give tungsten a debut on Money of Mine as we chat through EQ Resources (EQR) almost complete acquisition of Saloro and placement to Oaktree Capital Management. Next up Trav got deep into a near and dear topic, shareholder activism, with the words of a fund manager sparking his interest in another activist campaign. To round off a big show, we question why Rex Minerals (RXM) needed to raise almost $30m for working capital purposes. 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:
InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry Email rhori@investorhub.com for more information
DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries
Terra Capital – Specialist investment manager in the natural resources sector
McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts
Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
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
Follow Money of Mine on YouTube
Follow Money of Mine on Twitter
Follow Money of Mine on LinkedIn
Follow Money of Mine on Instagram | |||