Life of Mine

We spoke about IGO's numbers, Sandfire's hiccup, Azure's FIRB approval, activism at Karoon, Ravensthorpe shutting down, Tietto's board changing their mind, MAC's CSA opaque reporting, Cyprium trying to turn around Nifty and Aeris' copper torque.Sign-up for the Director's SpecialAll 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. VRIFY – Communicate in 3Dgrant@vrify.com GetWet Solutions – Bladder tanks for mobile water storageMatt.hall@getwetsolutions.com.au DSI Underground – Ground support gurushttps://www.dsiunderground.com/contact Silverstone – Energy solutions for Miningkenny@sstone.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + moreseamus@anytimees.com WA Water Bores – WA's premier water well drilling companyJames@wawaterbores.com.au Brooks Airways – Perth's leading flight operatorops@brooksairways.com K-Drill – Exploration Drilling legends ryan@k-drill.com.au (0:00:00)Introduction(0:01:38)Did IGO improve?(0:07:15)Sandfire's paste problems(0:08:27)Ravensthorpe Nickel shutting down(0:10:26)Azure FIRB approval(0:11:48)Tietto's change of heart(0:15:07)Karoon activism(0:20:43)MAC's opaque reporting(0:32:08)Will Nifty work?(0:39:14)Aeris - Copper torque

We start with the latest BHP-Anglo, then check in on Liontown's (LTR) update.It's off to Sierra Leone next for the latest twists and turns in the Fumble in the Jungle (SRX), and onto Boss Energy's (BOE) opaque management departures and lastly, Ardea (ARL) who pulled in a big cheque to run a DFS for their Kalgoorlie Nickel Project.Sign-up for the Director's SpecialAll 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.VRIFY – Communicate in 3D - grant@vrify.comGetWet Solutions – Innovative bladder tanks for mobile water storage - Matt.hall@getwetsolutions.com.auDSI Underground – Ground support gurus - https://www.dsiunderground.com/contactSilverstone – Energy solutions for your business - kenny@sstone.com.auAnytime Exploration Services – Exploration workers, equipment, core cutting/storage + more - seamus@anytimees.comWA Water Bores – WA's premier water well drilling company - James@wawaterbores.com.auBrooks Airways – Perth's leading charter flight operators - ops@brooksairways.comK-Drill – Safe, reliable, and productive surface RC drilling - ryan@k-drill.com.au(0:00:00)Intro(0:01:20)How will BHP-Anglo play out?(0:28:46)Will Liontown get through construction?(0:34:32)Big twists in the Fumble in the Jungle (Sierra Rutile)(0:38:40)Why has Boss Energy's CFO left?(0:43:54)Ardea lock in Japanese consortiums for DFS

BHP eye off Anglo American. Wow.We also got round to chatting about Chalice's (CHN) bizarre buying in Encounter (ENR) stock, Lynas's (LYC) cost blowout at Kalgoorlie, Metals X's (MLX) disappointing quarter of production and Equinox (EQX.nyse) scooping up the other 40%-stake in the big Greenstone mine.  Sign-up for the Director's SpecialAll 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.VRIFY – Communicate in 3Dgrant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storageMatt.hall@getwetsolutions.com.au DSI Underground – Ground support gurushttps://www.dsiunderground.com/contact Silverstone – Energy solutions for your businesskenny@sstone.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + moreseamus@anytimees.com WA Water Bores – WA's premier water well drilling companyJames@wawaterbores.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au(0:00:00)Introduction(0:02:00)BHP eye off BIG swing for Anglo(0:36:55)Chalice pop up on Encounter's register(0:40:40)Lynas' up Kaloorglie capex… again(0:43:32)Metals X disappoint the barrons (0:46:03)Equinox pay US$1b for Greenstone remainder

On the show today we had Brian Laks, co-chief investment officer of Old West, an LA-based investor.Brian has gone deep into a number of the markets that we love chatting about, and we had a great time talking about uranium, tin, copper, gold, silver, the metals & mining sector broadly and a whole host of companies and projects that fall into these categories. Sign-up for the Director's SpecialAll 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 3Dgrant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage on your mine siteMatt.hall@getwetsolutions.com.au DSI Underground – Ground support gurushttps://www.dsiunderground.com/contact Silverstone – Energy solutions for your businesskenny@sstone.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com WA Water Bores – WA's premier water well drilling companyJames@wawaterbores.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Money of Mine on YouTube (0:00:00)Brian Laks on Money of Mine(0:01:03)The uranium investment to-date(0:06:39)The gateway drug to uranium(0:12:08)Trading SPUT(0:16:14)Big Uranium contracts to look out for(0:19:26)Discovering tin(0:30:33)Is there another Myanmar in tin?(0:34:53)Alphamin vs Metals X?(0:38:38)Copper torque(0:45:14)Choosing between producers, developers & explorers(0:48:59)Investing in big porphyry copper projects(0:54:47)Why is gold running?(1:00:20)Is Adriatic fully valued yet

Here's our interview with Geoff Wilson and Cooper Rogers of Wilson Asset Management, one of the biggest players in the Australian funds management world.JD sat down with the pair to hear how the LIC manager is seeing the current macro landscape, in particular in the US and China, to learn why Geoff has decided to dust off the old Twitter account, and to hear about WAM's view on how activism will influence the Aussie funds management sector, what various commodities will do from here and a chat about a bunch of stocks.Sign-up for the Director's SpecialAll 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 – grant@vrify.com GetWet Solutions – Matt.hall@getwetsolutions.com.au DSI Underground – https://www.dsiunderground.com/contact Silverstone – kenny@sstone.com.au Anytime Exploration Services – seamus@anytimees.com WA Water Bores – James@wawaterbores.com.au Brooks Airways – ops@brooksairways.com K-Drill – ryan@k-drill.com.au (0:00:00)Introduction(0:03:40)Geoff becoming a Twitter power-user (0:05:19)Checking in on the USA(0:08:03)How markets look state-side(0:09:25)View on the Australian market(0:10:30)WAM view on the rate environment(0:12:28)Large cap vs small cap(0:15:05)The state of the LIC market(0:17:19)Shareholder engagement vs performance(0:21:37)Meeting management(0:23:28)Activism in the LIC market(0:25:15)Optimal size for WAM's strategies (0:27:45)Trading at NTA(0:29:08)Company buybacks(0:30:26)WAM's investment style(0:35:25)Should mining co's moats deserve more credit(0:37:27)Would WAM open a Resources LIC?(0:39:38)WAM's China view(0:43:35)Copper on the ASX(0:48:18)Will lithium's recovery continue?(0:54:45)Are WAM uranium bulls?(0:58:53)Gold's decoupling from real rates(1:03:30)Value in mining services

First up, the big one, South32 (S32) finally shared an update on Groote Eylandt amongst their quarterly. Then, we got into the detail at Ramelius (RMS) who had a bumper quarter and onto Base Resources (BSE) who copped a huge takeover premium from American-listed Energy Fuels (UUUU.nyse).We then ventured to Bosnia to talk about Adriatic's (ADT's) decision to go owner-operator, followed by 29Metals (29M) who got offtake financing and provided an insurance update, Boss Energy (BOE) who finally announced first uranium drums, Global Atomic who are yet to lock down debt financing and lastly a peak into Delta Lithium (DLI) met results.Sign-up for the Directors Special 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 3Dgrant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage on your mine siteMatt.hall@getwetsolutions.com.au DSI Underground – Ground support gurushttps://www.dsiunderground.com/contact Silverstone – Energy solutions for your businesskenny@sstone.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com WA Water Bores – WA's premier water well drilling companyJames@wawaterbores.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Money of Mine on YouTube (0:00:00)Introduction(0:00:55)S32 finally update on Australian manganese(0:10:12)Ramelius share bumper earnings(0:21:00)Base Resources agreed 188% premium takeover(0:25:26)Adriatic go owner-operator(0:33:03)29Metals get more insurance cash + offtake financing(0:38:06)Boss Energy produce U(0:39:50)Global Atomic debt financing nerves(0:43:32)A look into Delta Lithium's metallurgical results 

Mike Alkin is the Chief Investment Officer and Founder of Sachem Cove Partners, a specialty Uranium fund based in New York. This is an extremely high-level discussion around everything Uranium, from the mining all the way to enrichment and power generation. Mike holds a firm view that the world will be in a considerable Uranium structural supply deficit for many years to come.Sign-up for the Director's SpecialAll 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 – grant@vrify.com GetWet Solutions – Matt.hall@getwetsolutions.com.au DSI Underground – https://www.dsiunderground.com/contact Silverstone – kenny@sstone.com.au Anytime Exploration Services – seamus@anytimees.com WA Water Bores – James@wawaterbores.com.au Brooks Airways – ops@brooksairways.com K-Drill – ryan@k-drill.com.au Money of Mine on YouTube (0:00:00)Introduction(0:01:09)Quick lay of the Uranium land(0:11:00)How much Nuclear power would the SPUT produce?(0:21:19)Double whammy of supply and enrichment deficits(0:23:43)2030 deficit prediction(0:38:27)Are Mike's views different to other Uranium funds?(0:48:42)What if everything goes perfectly in the next 6 years(0:57:39)Are there enough economic Uranium deposits?(1:03:05)Will Reactors get built if the structural supply deficit is too big?(1:05:54)Would a high price tempt a SPUT shareholder vote to sell their Uranium?(1:07:25)Will M&A heat up?(1:10:38)Kazatomprom situation(1:15:53)Can the West bring on enough conversion and enrichment to decouple from Russia?(1:22:10)Are SMR's plausible considering the lack of enrichment capacity?(1:25:34)East vs West demand(1:29:36)Reflection on today vs previous bull cycles(1:35:05)Will Oil & Gas companies get into Nuclear?(1:37:44)What can break the Uranium thesis?

Today we did a tour around through the gold producers who reported quarterlies, including Bellevue (BGL), Genesis (GMD), Catalyst (CYL) and Tietto (TIE), then onto Spartan (SPR) who're doing a big $80m raising.AIC Mines' (A1M) quarterly got a segment before we had a good chat about Gina Rinehart's recent action in rare earth's, and what that could mean for Lynas (LYC) and MP Materials, before rounding off on another Gina story, the Hanrine and Titan Minerals (TTM) farm-in agreement. Sign-up for the Director's SpecialAll 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 3Dgrant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage on your mine siteMatt.hall@getwetsolutions.com.au DSI Underground – Ground support gurushttps://www.dsiunderground.com/contact Silverstone – Energy solutions for your businesskenny@sstone.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com WA Water Bores – WA's premier water well drilling companyJames@wawaterbores.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Money of Mine on YouTube (0:00:00)Introduction(0:01:22)Interpreting Bellevue's quarterly(0:09:54)How did Genesis perform(0:12:35)A recap on Catalyst (0:17:14)Tietto's board reject takeover(0:21:59)Spartan rattle the tin for 80 bucks(0:42:37)AIC Mines - copper torque(0:44:15)Will Gina bring LYC & MP Materials together?(0:52:15)Gina signs farm-in in Ecuador

We started today with a deep dive into Spartan (SPR) on the back of recent results, followed by a breakdown of Macmahon (MAH) acquiring Decmil (DCG). Next, we discussed the latest in Gold Road's potential Greenstone interest, then Pantoro's quarterly result, Hawsons Iron financing ambitions, a call out to AlphaHPN holders and a chat about what we're looking for this quarterly season. Sign-up for the Director's SpecialAll 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 3Dgrant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage on your mine siteMatt.hall@getwetsolutions.com.au DSI Underground – Ground support gurushttps://www.dsiunderground.com/contact Silverstone – Energy solutions for your businesskenny@sstone.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com WA Water Bores – WA's premier water well drilling companyJames@wawaterbores.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Money of Mine on YouTube(0:00:00)Introduction(0:01:23)ASX 200 gets belted(0:02:58)Are Spartan constrained by their mill?(0:20:16)Macmahon buy Decmil(0:34:34)Westgold expand Bluebird resource(0:37:27)Gold Road in Dataroom again(0:42:03)Pantoro early quarterly(0:47:15)Hawson's Iron Ore(0:50:34)AlphaHPN(0:51:37)Quarterly anticipations from us

Plenty to chat about today, with Gold Road (GOR) taking the top story, confirming their interest in Greenstone Gold, and following on with the theme of gold, Predictive Discovery (PDI) releasing their Bankan PFS.The US & UK's decision to ban Russian products, including metals, has big ramifications which we spoke about, as well as Rio Tinto's (RIO) rehab blowout at Argyle, Zhaojin & Emerald (EMR) going best & final at Tietto (TIE) & Bullseye respectively, another twist at Sierra Rutile (SRX) and Galan (GLN) quietly tapping the market.Sign-up for the Director's SpecialAll 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 3Dgrant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage on your mine siteMatt.hall@getwetsolutions.com.au DSI Underground – Ground support gurushttps://www.dsiunderground.com/contact Silverstone – Energy solutions for your businesskenny@sstone.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com WA Water Bores – WA's premier water well drilling companyJames@wawaterbores.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Drilling Guru'sryan@k-drill.com.au Join the Facebook Group for the Money Miners and request access to the Hooteroo group. Money of Mine on YouTube(0:00:00)Intro(0:01:53)Is investing in Greenstone Gold the right move for GOR?(0:16:44)Our thoughts on PDI's Bankan PFS(0:40:34)US & UK ban Russian metal(0:46:23)Rio Tinto's Argyle rehab blowout(0:49:06)Zhaojin go best & final for Tietto(0:53:07)Rapid fire: Emerald, Sierra Rutile & Galan

Metallurgy is a part of mining that isn't often spoken about but can dictate the outcome. Nathan Stoitis broke things down for us, including why recoveries are a function of grade, the tricks company's do to make projects look good, how you should view initial met results, plus the basics on all the main commodities as well as an over & under-rated round.Sign-up for the Director's SpecialAll 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 – grant@vrify.com GetWet Solutions – Matt.hall@getwetsolutions.com.au DSI Underground – https://www.dsiunderground.com/contact Silverstone – kenny@sstone.com.au Anytime Exploration Services – seamus@anytimees.com WA Water Bores – James@wawaterbores.com.au Brooks Airways – ops@brooksairways.com K-Drill – ryan@k-drill.com.au(0:00:00)Introduction(0:00:30)Nathan Stoitis on Money of Mine(0:02:10)The basics about metallurgy(0:05:05)Grade vs Met(0:07:46)Recovery is a function of grade(0:10:27)How much weight to put into initial met results(0:11:17)Tricks to look out for(0:14:45)Is a metallurgists a must have?(0:16:17)When there's copper with your gold(0:21:08)Different ways to treat refractory gold(0:25:42)De Grey's challenge(0:32:17)"Right sizing" a plant and how ball mills work(0:36:28)Miners vs Mill Rats(0:40:38)Will Wiluna ever work?(0:41:57)The rise of Indonesia Nickel(0:43:46)Converting nickel plants into lithium plants(0:45:39)Mt Marion and flotation(0:47:18)How to desalinate Gold Fields water(0:52:38)Are rare earths the most difficult projects?(0:58:11)Hardest to easiest minerals to process(1:02:38)How hard is Mt Todd?(1:06:29)Mt Ida gold processing(1:09:48)Thoughts on Chalice(1:11:03)What is good met and what is bad met?(1:17:35)Over rated / Under rated

We've got a bit of a different episode today. Metals prices have been ticking up, so we did a broad check-in on a range of metals including gold, silver, manganese, zinc, copper & nickel, before going very deep into the fascinating set-up in PGMs and tin.Next, we spoke about Northern Star's somewhat disappointing quarter, before chatting about a change in the exploration industry, and rounding off with news out of EQ Resources and Berkeley Energia. Sign-up for the Director's SpecialAll 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 3Dgrant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage on your mine siteMatt.hall@getwetsolutions.com.au DSI Underground – Ground support gurushttps://www.dsiunderground.com/contact Silverstone – Energy solutions for your businesskenny@sstone.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com WA Water Bores – WA's premier water well drilling companyJames@wawaterbores.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Money of Mine on YouTube (0:00:00)Introduction(0:02:05)What's happneing in gold, silver, copper, zinc, nickel & more(0:11:15)Are PGMs a contrarian play right now?(0:20:58)A special deep dive on tin(0:36:08)Northern Star's costs creep higher(0:39:09)An exploration game-changer(0:50:31)Are EQ Resources making money(0:51:37)Berkeley Energia go to court

Today kicked off with a chat about the news that MinRes (MIN) had sold out its 14% stake in Develop (DVP) to a group of investors, before getting into a gold speculation, touching on Westgold, Karora, Ramelius, Northern Star, De Grey, Spartan and Newmont (Telfer). On the gold theme, we picked over Solstice's (SLS) Hobbes sale to Northern Star (NST), pondering whether juniors may start getting some more love, before discussing Manuka's (MKR) hopefully ambitions in the Cobar and lastly, Prospect Resources (PSC) picking up a Zambian copper project. Sign-up for the Director's SpecialAll 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 3Dgrant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage on your mine siteMatt.hall@getwetsolutions.com.au DSI Underground – Ground support gurushttps://www.dsiunderground.com/contact Silverstone – Energy solutions for your businesskenny@sstone.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com WA Water Bores – WA's premier water well drilling companyJames@wawaterbores.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Money of Mine on YouTube (0:00:00)Introduction(0:01:23)Why did MINs trade its DVP stake?(0:05:38)What's the next gold deal?(0:17:23)Solstice cash in Hobbes to Northern Star(0:23:40)Manuka's hopefully ambitions in the Cobar(0:30:25)Prospect Resources get into Zambian copper

Two big stories grabbed our attention today.We started by chatting about the curious trading in Azure (AZS) stock on the day of the EGM which we attended, followed up by the big gold merger between Westgold (WGX) and Karora (KRR.t).In addition, we spoke about the news that Galena entered voluntary administration, more news out of Sierra Rutile (SRX), Syrah (SYR) disappointing retail entitlement offer combined with a more positive market update, Capstone Copper's (CSC) bumper block trade and lastly some pre-quarterly news out of Silver Lake (SLR). Sign-up for the Director's SpecialAll Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Chapters:(0:00:00)Introduction(0:00:52)Is the Azure takeover in doubt?(0:21:18)Westgold revealed as Karora's partner(0:45:22)Lead-Silver miner Galena enter administration (0:47:29)The latest at Sierra Rutile(0:48:44)Syrah's stinking capital raise (0:52:14)Capstone Copper's bumper capital raise(0:53:48)Silver Lake jump on strong quarterly headlineThank you to our Podcast Partners: VRIFY – Communicate in 3Dgrant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage on your mine siteMatt.hall@getwetsolutions.com.au DSI Underground – Ground support gurushttps://www.dsiunderground.com/contact Silverstone – Energy solutions for your businesskenny@sstone.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com WA Water Bores – WA's premier water well drilling companyJames@wawaterbores.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the

We had the delight of interviewing Ahmad Saleem on everything exploration.Ahmad is a master of many trades. He's a geologist, he's started numerous businesses and has worked in private equity amongst many roles.  We spoke about whether the juniors funding model, what filters to use for explorers, red flags, what discovery means 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 Partners: VRIFY – Communicate in 3Dgrant@vrify.com GetWet Solutions – Innovative Bladder Tanks for mobile Water storageMatt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurushttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical expertssales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com KCA Site Services – Underground mining machineadmin@kcasiteservices.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group.Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on InstagramChapters:(0:00:00) Introduction(0:03:56) Is exploration funding broken?(0:13:16) Permitting and approvals(0:14:42) Why do most discoveries come from juniors?(0:19:30) Which producers have done exploration well?(0:23:12) Filtering good exploration companies from bad(0:31:15) Do juniors overstay their welcome?(0:34:09) Red Flags(0:37:26) Successful companies from good geology(0:41:36) Bullshit detection(0:55:08) What does a "discovery" mean?(1:02:24) Getting up the curve with new commodities(1:04:07) New trend of "Exploration Targets"(1:09:03) Should Private Equity be in mining?(1:22:01) If you see McKinsey… RED FLAG(1:24:51) Something that needs to LIVE in the Mining Industry(1:31:10) Something in the Mining Industry that NEEDS TO GO

We've got three big stories to chat about today. Firstly, The Fumble in the Jungle (or The Battle for Sierra Rutile) has had some exciting developments that we give coverage to. Secondly, Winsome's (WR1) announced an option to buy the Renard diamond mine (and plant) near to its Adina lithium project and finally Rio Tinto (RIO) and South32 (S32) have received notice that the world's biggest sovereign wealth Norges (of Norway) may divest its interest on the back of allegations relating to their Brazilian bauxite JV. Sign-up for the Director's SpecialAll 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 3Dgrant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage on your mine siteMatt.hall@getwetsolutions.com.au DSI Underground – Ground support gurushttps://www.dsiunderground.com/contact Silverstone – Energy solutions for your businesskenny@sstone.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com WA Water Bores – WA's premier water well drilling companyJames@wawaterbores.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Join our exclusive Facebook Group for the Money Miners and get access to the Hooteroo chat group Money of Mine on YouTube Money of Mine on Twitter(0:00:00)Introduction(0:00:58)A brand new segment!(0:01:51)The Fumble in the Jungle continues!(0:11:48)Winsome fast-track Adina with Renard deal(0:22:46)Rio & South32 in danger of being divested

Quarterly season has begun! We kick off with diverging reports from Westgold (WGX) and Ramelius (RMS) then move onto Regis (RRL) which disappointed with updated figures from McPhillamy's.Next up we chatted about some speculation from the Director's Special which is looking on the money, before touching on a slight of hand at Boss Energy (BOE). Our penultimate story was on Develop (DVP) who share revised figures for Woodlawn and lastly we spoke about one of the ASX's most intriguing companies, ERA. Sign-up for the Director's SpecialAll 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 3Dgrant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage on your mine siteMatt.hall@getwetsolutions.com.au DSI Underground – Ground support gurushttps://www.dsiunderground.com/contact Silverstone – Energy solutions for your businesskenny@sstone.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com WA Water Bores – WA's premier water well drilling companyJames@wawaterbores.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. (0:00:00)Introduction(0:02:40)Compare the pair! WGX v RMS(0:10:00)Regis disappoints with McPhillamy's numbers(0:25:30)M&A speculation looks on the money(0:30:05)Boss Energy delays first U(0:34:47)Develop dials up metals prices at Woodlawn(0:42:21)One of the ASX's most intriguing co's: ERA

We've got plenty to talk about after the long Easter break, starting with rumours of what Karora business combination could look like. Naturally, we tied Westgold (WGX), Ramelius (RMS) and Pantoro (PNR) into the conversation.Hammer (HMX) & Carnaby (CNB) have finally nutted out an agreeable deal while Nickel Industries (NIC) doubled their stake in the ENC HPAL project in Indonesia. There were plenty more intriguing stories to discuss including a 249D notice at Vintage Energy (VEN), Catalyst's (CYL) potential working capital challenges, AIC Mines (A1M) ambition to grow in Queensland, Paladin (PDN) achieving commercial production, the unfortunate flooding in Northern Kazakhstan and lastly the completion on the Daunia & Blackwater acquisition by Whitehaven (WHC). Sign-up for the Director's SpecialAll 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 3Dgrant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage on your mine siteMatt.hall@getwetsolutions.com.au DSI Underground – Ground support gurushttps://www.dsiunderground.com/contact Silverstone – Energy solutions for your businesskenny@sstone.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com WA Water Bores – WA's premier water well drilling companyJames@wawaterbores.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Money of Mine on YouTube(0:00:00)Introduction(0:01:53)Who's Karora's mystery partner (0:13:56)Our 1st Birthday drinks(0:16:21)Hammer Metals & Carnaby finally do a deal(0:19:41)Nickel Industries go big in Indo(0:24:44)AIC Mines on the growth path in QLD(0:32:24)A 249D Notice at Vintage Energy(0:36:28)Winsome merging?(0:39:26)CYL's potentional working capital challenges (0:43:20)Paladin hit commercial production + Kazakh flooding(0:45:22)Whitehaven wrap up Blackwater & Daunia

Our conversation with Will Thomson of Massif Capital covered plenty of ground including the art of short selling as well as specific company shorts, the change in sentiment around copper, the long & short of lithium, whether uranium is misunderstood, how Will structures Massif's portfolio and his lessons from insurance and much more.Sign-up for the Director's SpecialAll 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 3Dgrant@vrify.com GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine SiteMatt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurushttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical expertssales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com KCA Site Services – Underground mining machineadmin@kcasiteservices.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Join our Facebook Group for the Money Miners and get access to the Hooteroo chat Money of Mine YouTubeMoney of Mine TwitterMoney of Mine LinkedInMoney of Mine Instagram(0:00:00)Big Announcement(0:06:55)Will Thomson(0:09:03)Why short Piedmont Lithium(0:14:43)When's the right time to short(0:20:04)The Fund Manager - Prime Broker relationship(0:25:55)Massif's Lithium Americas holding(0:28:59)Will Milei be beneficial for mining in Argentina?(0:31:33)The Lundin Family BIG copper play(0:36:31)A sentiment change in copper(0:40:41)Copper torque(0:46:05)The right number of positions in a portfolio(0:47:24)The mindset change from insurance to equity investing(0:52:12)Whether to hedge currency risk(0:54:27)The process of writing out your ideas(0:57:02)Centaurus and the broader Nickel market(1:04:03)Are China ramping up Lepidolite to buy Western Mines cheaper?(1:06:43)Has uranium strucutrally changed?(1:09:10)Is this company a fraud?(1:12:49)Massif's Adriactic investment

Mining news is all go, with Albemarle (ALB.nyse) trying to grab the attention of the lithium market through an auction sale, leading to us yarning about the state of the lithium market. The Battle of Sierra Rutile (SRX) has become one of the most fascinating stories we've covered with the emergence of a host of colourful characters today. Hastings' (HAS) search for capital led us to dive into their books, which make for tough reading, while on the more positive note Talisman (TLM) shared some intriguing mineralisation hits, which neighbours Kingston (KSN) no doubt welcomed as they too launched a capital raise. We round off today with more sloppy trading behaviour, this time in the stock of ASM. 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 3Dgrant@vrify.com GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine SiteMatt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurushttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical expertssales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com KCA Site Services – Underground mining machineadmin@kcasiteservices.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on Instagram(0:00:00)Introduction(0:02:01)The growing lithium futures market(0:06:32)Albemarle sell a block at auction(0:14:51)The Fumble in the Jungle (Sierra Rutile)(0:27:35)Hastings drums up shareholder interest(0:41:01)Kingston look to benefit off Talisman's hits(0:44:31)ASM get a slap on the wrist

We start todays show with the most eye-catching story, the unfortunate announcement that 29M have suspended operations and are back to square one at Capricorn Copper. Following on with the Copper theme, we discussed the eye-catching rumours that Copper treatment charges have dipped negative, as well as Abu Dhabi's largest company looking to hijack a Copper mine sale in Zambia. Next, we delved into Minerals Sands struggler Strandline (STA) then onto copper hopeful Firefly (FFM) who're raising a chunky $52m. We round off the day with a couple colourful stories on Nova Minerals (NVA) plus a brief update on Centaurus (CTM). 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 3Dgrant@vrify.com GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine SiteMatt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurushttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical expertssales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com KCA Site Services – Underground mining machineadmin@kcasiteservices.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on Instagram(0:00:00)Introduction(0:02:00)29M struggle to keep head above water(0:21:03)Negative TCRC's in copper?(0:29:19)The hijacking of a Zambian copper mine sale(0:36:08)Strandline feeling the squeeze(0:40:48)Firefly launch chunky $52m raising(0:44:28)Fun facts about Nova Minerals(0:46:36)Centaurus rejig their plans

Pilbara Minerals (PLS) kick starts the show by finally sharing more on its downstream plans while Genesis (GMD) vied for our attention with the big 5-year strategy.Brightstar (BTR) is tying the knot with unlisted Linden whilst raising capital and the Battle for Sierra Rutile (SRX) has taken some fascinating twists over recent days, as well as Leo Lithium (LLL) giving long suffering shareholders an update & the OreCorp (ORR) board recommends Perseus's (PRU) bid.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 3Dgrant@vrify.com GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine SiteMatt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurushttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical expertssales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com KCA Site Services – Underground mining machineadmin@kcasiteservices.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on Instagram(0:00:00)Introduction(0:00:51)Pilbara picks Ganfeng(0:06:42)GMD's long awaited 5-year strategy(0:17:08)Brightstar & Lindin tie the knot(0:27:14)The Battle for Sierra Rutile!(0:45:16)Leo Lithium updates long suffering holders(0:47:22)OreCorp recommends Perseus's bid

Money Miners, we've got the interview for all your battery metals questionsWe had a conversation with Matt Fernley (founder of Battery Materials Review & Head of Research at Westbeck Capital) to talk about lithium cost curves, inventories, Chinese dominance, EV sales, the rise of plug-in hybrids, how governments impact the markets plus nickel, graphite, manganese, cobalt & more!Read the Battery Materials Yearbook here 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 3Dgrant@vrify.com GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine SiteMatt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurushttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical expertssales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com KCA Site Services – Underground mining machineadmin@kcasiteservices.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au 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(0:00:00)Introduction(0:01:45)Why were lithium predictions so wrong in 2023(0:04:32)The story of lithium inventories (0:08:39)Chinese lepidolites changing the game(0:15:16)Incentive price doesn't equal breakeven price(0:19:06)Chaning conversions costs for lithium(0:22:19)How with China's EV domination play out(0:28:32)The massive role of governments in Evs(0:31:45)Is the consensus EV sales forecast wrong?(0:35:15)Plug-In Hybrids the big growth market(0:42:33)Will we see a nickel green premium(0:48:59)Will the EU support the manganese market(0:50:39)Graphite market - Flake vs Spherical(0:55:12)Does cobalt have a future in batteries(0:59:11)Under-rated vs Over-rated

We've got a big one Money Miners.We started the show by dissecting a bearish report written on IGO, before discussing the latest news from Develop (DVP). Next, we pulled apart Sierra Rutile (SRX) in one of the year's most fascinating M&A stories, then moving to another M&A story that is drawing to a close, we spoke about the Battle for Nyanzaga (ORR, PRU, SVM.t). Meteoric (MEI) & Australian Strategic Materials (ASM) both received non-binding hand outs from the US Export-Import Bank which was worth a chat, before we flew through announcements at Spartan (SPR), Calidus (CAI), Firefly (FFM) and lastly Global Lithium (GL1). 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 3Dgrant@vrify.com GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine SiteMatt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurushttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical expertssales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com KCA Site Services – Underground mining machineadmin@kcasiteservices.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on Instagram(0:00:00) Introduction(0:00:38) More pain to come for IGO?(0:15:47) Develop announce Karora deal(0:23:41) The years most fascinating M&A deal (SRX)(0:34:48) The Battle for Nyanzaga is almost done (ORR, PRU, SVM.t)(0:36:30) MEI & ASM get big government boost(0:40:24) Why the board change at Spartan?(0:47:11) Calidus rattle the tin(0:52:34) Firefly's Cu eq

We ripped into the show with a chat on Bellevue's (BGL) grade control drilling and asked the question – will they rattle the tin again?Next, we delved into some intriguing posts by Develop (DVP) and Global Lithium (GL1) after MinRes's announcement yesterday, then we talked copper with MAC & SFR getting a turn.Australian Vanadium (AVL) also got a mention before we discussed what the potential ramifications of disruptions to South32's (S32) Groote Eyslandt Manganese operation could be.We rounded off discussing a leadership change & a prediction at Poseidon Nickel (POS). 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 3Dgrant@vrify.com GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine SiteMatt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurushttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical expertssales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com KCA Site Services – Underground mining machineadmin@kcasiteservices.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on Instagram(0:00:00)Introduction(0:01:08)Will Belleveue raise again?(0:15:51)What are Develop & Global Lithium playing at?(0:21:13)Metals Acquisition Corp's big hits(0:25:31)Sandfire refinance their debt(0:28:34)Is all well at Australian Vanadium?(0:31:21)Will S32's Groote Eyslandt disrupt manganese markets?(0:38:00)Poseidon roll in the changes

There's was plenty of news to start the week, with MinRes (MIN) buying Lake Johnston off Poseidon (POS), South32's (S32) GEMCO operations being hit by Cyclone Megan and the Battle of Nyanzaga draws one step closer to an end (ORR, PRU, SVM.t).Nickel Industries (NIC) have had a tough start to the year, whilst the falling iron ore price & rising copper price also got us chatting.To finish off, we chatted about compensation at cobalt struggler Jervois (JRV) and more production hits in the goldfields at Regis (RRL). 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 3Dgrant@vrify.com GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine SiteMatt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurushttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical expertssales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com KCA Site Services – Underground mining machineadmin@kcasiteservices.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on Instagram(0:00:00)Introduction(0:01:33)MINs go deeper on lithium(0:16:48)S32 get hit by Cyclone Megan(0:22:00)The end of the Battle for Nyanzaga looms(0:35:29)NIC look to make up for lost time(0:37:57)Iron ore gets whacked whilst copper flys(0:42:08)Does JRV's get paid to much cash?(0:45:08)More production hits in the goldfields

We got the big man Rick Rule on to take the temperature on explorers, numerous commodities and where there's value in the market.Our conversation covered some of the nuances in the uranium market, whether lithium is hated enough yet, his thoughts on gold & gold companies, why raising capital is harder in North America vs Australia for resource plays, whether platinum group metals are attractive, what's going on in nickel and plenty more. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Chapters:(0:00:00)Introduction(0:01:37)How's uranium shaping up(0:04:06)Is lithium hated enough(0:06:40)Has nickel structurally changed(0:12:55)What's different in uranium this time(0:22:56)Forgotten lessons in uranium (0:24:20)How have ETFs changed the game(0:29:17)Is there value in gold(0:36:19)Bitcoin vs gold (0:40:13)Ricks thoughts on mean reversion (0:42:28)Is Rick looking at Rare Earths?(0:46:56)Is the TSX & LSE broken?(0:54:39)Are PGMs an opportunity(1:00:52)Is Uranium Enrichment a bottleneck?(1:03:24)Under-rated vs Over-ratedThank you to our Podcast Partners: VRIFY – Communicate in 3Dgrant@vrify.com GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine SiteMatt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurushttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical expertssales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com KCA Site Services – Underground mining machineadmin@kcasiteservices.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on Instagram 

This is a bonus episode today Money Miners. Matty managed to come into the studio early on his birthday for it too. It's juicy - Tribeca has gone activist on Glencore and Ben Cleary has dialled in.Ben is portfolio manager of the natural resources fund at Tribeca Investment Partners and outlines why they've launched an activist campaign on mining & trading giant Glencore (GLEN). He pulls apart the thesis, centred on not demerging any assets, listing on the ASX, revitalising capital returns via dividends & selling a minority stake in the trading unit. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Communicate in 3Dgrant@vrify.com GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine SiteMatt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurushttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical expertssales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com KCA Site Services – Underground mining machineadmin@kcasiteservices.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on Instagram(0:00:00)Introduction(0:00:55)GLEN's multiple compression(0:02:41)Retaining the Coal Assets(0:09:57)Listing on the ASX(0:13:22)Why Australia'smakes sense for dividends (0:19:50)Realising the trading unit's value(0:30:19)Is Glencore coming to the party?

We've got a big one Money Miners. First up, Liontown's (LTR) funding commitment as well as Pilbara's (PLS) pre-auction sale.Next, we touch on Arafura's (ARU) big funding announcement, the weather events hitting goldies including Gold Road (GOR) & Westgold (WGX) then onto the latest piece of shareholder activism in mining, Tribeca (and partners) talking up change at Glencore (GLEN).We then discuss the trend of exploration targets being shared by explorers, the latest moves in the copper market & we wrap up with another Syrah (SYR) capital raise.All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Communicate in 3Dgrant@vrify.com GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine SiteMatt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurushttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical expertssales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com KCA Site Services – Underground mining machineadmin@kcasiteservices.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on Instagram(0:00:00)Introduction(0:01:37)Our thoughts on Liontown's funding commitment(0:20:37)PLS sell a block of spod pre-auction(0:21:24)Arafura's shock funding (0:29:46)Copper tearing up(0:30:58)Gold Road & Westgold cop a downpour(0:32:46)Tribeca getting active at Glencore(0:37:11)The exploratuion target trend(0:44:31)Syrah raising capital AGAIN 

Money Miners we've got a treat.Anthony Kavanagh + Rusty Delroy visited the studio for an outstanding chat on all things commodities. We pick the brains of these two on: - Lithium (price floors/ceilings, LTR, PLS, PLL, China manipulation) - Platinum Group Metals (hybrid EVs, ICE sales)- Gold (M&A, value, developers/explorers)- O&G (east coast, Santos, Woodside, CVN, COI)- Tin (market supply, players) plus a heap more. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Communicate in 3Dgrant@vrify.com GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine SiteMatt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurushttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical expertssales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com KCA Site Services – Underground mining machineadmin@kcasiteservices.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on Instagram(0:00:00)Introduction(0:01:52)Will we see price floors/ceilings in contracts?(0:08:50)To what extent has China played the market(0:25:59)Thoughts on Liontown's financing(0:27:04)The Pilbara Minerals short(0:32:00)Plug-In Hybrids (PHEVs) winning market share(0:41:35)Hybrid adoption ramifications for Platinum Group Metals (PGMs)(0:50:00)Are gold stocks cheap?(0:53:54)Potential gold M&A(1:04:56)East Coast energy market (1:13:47)Woodside & Santos talks breakup(1:21:03)Is Rusty into Tin?(1:28:55)What's next for Develop (DVP)?

Plenty of news to get the week going, with the gold price flying we rip right into the big movers and speculate on why Spartan (SPR) is doing the publicity rounds.We then touch on Capricorn Metals (CMM) downpour and hit to production before having a chat about Delta Lithium's (DLI) farm-in's as well as Fortescue's (FMG) farm-in with Magmatic (MAG).We then had a fascinating chat about what's going on with copper treatment charges, which hit 14 year lows, as well as Lake Resources (LKE) who are rattling the tin, before rounding off with Calidus's (CAI) half year books. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Communicate in 3Dgrant@vrify.com GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine SiteMatt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurushttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical expertssales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com KCA Site Services – Underground mining machineadmin@kcasiteservices.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on Instagram(0:00:00)Introduction(0:01:38)Gold's flying - what M&A is next?(0:21:33)Will rain hit Capricorn's bottom line?(0:23:02)Delta Lithium sign multiple farm-in's(0:27:17)Fortescue sign copper farm in(0:28:34)Copper treatment charges hit 14 year low(0:34:55)Lake Resources rattling the tin(0:38:08)Calidus books highlight fragility 

Thomas Woolrych of Deutsche Rohstoff joins us in studio for a wide-ranging conversation. Tom is a geologist by background and he even wrote the book (for children) on the topic. We chat about the lithium market dynamics and Tom's view that Chinese lepidolite production isn't sustainable. We cover the process of backing discoveries while they are still cheap. We talk about jurisdictional risk relating to African opportunities and get Tom's views on a range of different commodities. Finally we wrap up with an overrated / underrated segment.All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Communicate in 3Dgrant@vrify.com GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine SiteMatt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurushttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical expertssales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com KCA Site Services – Underground mining machineadmin@kcasiteservices.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on Instagram(0:00:00)Venturing into AI(0:06:37)Tommy wrote the book on Geology(0:09:14)A lesson on Lithium in geology(0:10:36)Why we have seen a bottom in Lithium(0:16:36)Deutsche Rohstoff identifying opportunities with a geology-first approach(0:20:23)Algorithmic trend-following(0:25:10)The things that can ruin an investment(0:28:32)Management vs speed to market(0:33:01)Investing in Africa and navigating the Chinese(0:39:47)Being an 'active' shareholder via board seats(0:42:07)Investing in European or North Amer

We've got some big talking points today with MinRes in the media again for various reasons… the question is, who's incentivised by what story?Deep Yellow (DYL) are doing a big capital raise, but we couldn't help but ask the question, will it be the last. SolGold (SOLG.tse) also announced eye catching news with an investment agreement in Ecuador while Spartan (SPR) had a less than impressive change in substantial notice.Lastly, Cyprium (CYM) included a slide so rare we had to chat about it. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Communicate in 3Dgrant@vrify.com GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine SiteMatt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurushttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical expertssales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com KCA Site Services – Underground mining machineadmin@kcasiteservices.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on Instagram (0:00:00)Introduction(0:00:46)A hiccup in MinRes' haul road sale(0:08:35)Deep Yellow doing a big tin rattle(0:19:56)SolGold getting the governments tick (0:26:52)Gold M&A is back! Ramelius to buy Karora?(0:32:49)A change in director interest worth following

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 3Dgrant@vrify.comGetWet Solutions – Innovative Bladder Tanks for mobile Water storage on your Mine SiteMatt.hall@getwetsolutions.com.auDSI Underground – Ground Support gurushttps://www.dsiunderground.com/contactSMEC Power & Technology – Electrical expertssales@smelectrical.com.auAnytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.comKCA Site Services – Underground mining machineadmin@kcasiteservices.com.auBrooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.auMoney of Mine MERCH hereJoin 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(0:00:00)Intro(0:03:06)Albemarle launch HUGE capital raise(0:12:14)Big news out of 29 Metals(0:16:44)The Battle for Nyanzaga rumbles on (0:20:58)First Quantum's massive deleveraging (0:27:43)What's going on with PGM's?!(0:34:28)Wildcat & Spartan's news from the drillbit

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 3Dgrant@vrify.com (no e) DSI Underground - Ground Support Legendshttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical Guru's for the Mining Industrysales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com KCA Site Services – Underground mining machine hire for IT's, normet's, trucks and moreadmin@kcasiteservices.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au 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(0:00:00)Introduction(0:02:00)How Dan Porter can ensure his returns (0:06:46)The dirty word in mining finance(0:12:09)Getting access to the data room(0:16:09)Finding the sweet spot on the Lassonde curve(0:18:49)Matty's favourite destinations - PNG & Cobar (0:24:00)Does Pure work better in a high interest rate environment?(0:28:27)A Tungsten turnaround (0:32:47)The problem with mining services companies (0:37:34)What does make a good Mining Services company?(0:41:33)Should a Contracting company go Public?(0:44:00)The role of energy companies in QLD(0:56:58)Picking energy plays

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 3DEmail grant@vrify.com (no e) for more information InvestorHub – The go-to Digital Platform shaking up the Investor Relations industryEmail rhori@investorhub.com for more information DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industrieshttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical Guru's for the Mining Industrysales@smelectrical.com.au McMahon Mining Title Services (MMTS) – Australia-wide tenement service expertshttps://www.mmts.net.au/#contact Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com KCA Site Services – Underground mining machine hire for IT's, normet's, trucks and moreadmin@kcasiteservices.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter(0:00:00)Ben FineUranium (0:00:48)The recent down tick in U(0:04:16)What's happening in Kazakhstan (0:08:02)The link between output quota's & management turnover at KAP(0:14:38)The sulphuric acid issue (0:22:26)How does Kazatomprom balance between Russia, China and the West?(0:27:56)What happens if Cameco and Kazatomprom miss guidance?(0:32:11)What is Cameco's incentive?(0:38:42)Why U transportation routes matter(0:44:35)Is there enrichment capacity for SMR's?(0:53:11)Will China suck up 10Mlb's?(1:02:25)How will contracts be priced going forward?(1:06:25)Force Majeure on SPUT & Yellowcake(1:08:05)What's the end-game?(1:12:07)Will Institutions play silly buggers?

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 3Dgrant@vrify.com InvestorHub – The go-to Digital Platform shaking up the Investor Relations industryrhori@investorhub.com DSI Underground – Ground Support gurushttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical expertssales@smelectrical.com.au McMahon Mining Title Services (MMTS) – Australia-wide tenement serviceshttps://www.mmts.net.au/#contact Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com KCA Site Services – Underground mining machineadmin@kcasiteservices.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on Instagram(0:00:00)Introduction(0:00:47)The help S32 need(0:02:52)Did South32 make the right call selling Illawarra?(0:19:58)Emerald's (EMR) slow & steady entry into Aus(0:26:15)Why are BHP shedding jobs(0:29:44)Metro Mining - A study on operational & financial leverage 

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 3Dgrant@vrify.com InvestorHub – The Digital Platform shaking up the Investor Relations industryrhori@investorhub.com DSI Underground – Ground Support gurushttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical expertssales@smelectrical.com.au McMahon Mining Title Services (MMTS) – Australia-wide tenement serviceshttps://www.mmts.net.au/#contact Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com KCA Site Services – Underground mining machineadmin@kcasiteservices.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on Instagram(0:00:00)Ora Banda: Drill results, company update…capital raise!(0:13:07)WAF narrow Kiaka start date(0:16:35)Core Lithium pay up to end contract(0:19:32)A tale of two companies - Dynamic (DDB) & Vysarn (VYS)(0:31:31)Sandfire get the all clear at Black Butte (0:34:13)Strike Energy management try to calm the market(0:45:22)Azure Minerals check another box for takeover

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 3Dgrant@vrify.com InvestorHub – The go-to Digital Platform shaking up the Investor Relations industryrhori@investorhub.com DSI Underground – Ground Support gurushttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical expertssales@smelectrical.com.au McMahon Mining Title Services (MMTS) – Australia-wide tenement serviceshttps://www.mmts.net.au/#contact Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com KCA Site Services – Underground mining machineadmin@kcasiteservices.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au(0:00:00)Introduction(0:01:04)How to VRIFY a mine(0:03:58)Why there's more to CMM's 'record' result than meets than eye(0:13:47)Pay attention to the $200m block trade in YAL(0:22:35)MIN look to bed down Bald Hill tax claims(0:25:26)Boss energy weeks from first uranium production(0:32:02)What else is catching our eye: Shorts, Commodity prices, & new investors 

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 3Dgrant@vrify.com (no e) InvestorHub – The go-to Digital Platform shaking up the Investor Relations industryrhori@investorhub.com DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industrieshttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical Guru's for the Mining Industrysales@smelectrical.com.au McMahon Mining Title Services (MMTS) – Australia-wide tenement service expertshttps://www.mmts.net.au/#contact Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com KCA Site Services – Underground mining machine hire for IT's, normet's, trucks and moreadmin@kcasiteservices.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au 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(0:00:00)Introduction(0:01:12)Who else is on the Jeremy Raper list(0:03:52)Saving the Exploration industry(0:06:10)What's the future of Greatland gold + Telfer(0:27:00)Why have Alcoa finally decided to bid for Alumina(0:40:09)Does Capstone Copper trade attractively?

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 3Dgrant@vrify.com (no e) InvestorHub – The go-to Digital Platform shaking up the Investor Relations industryrhori@investorhub.com DSI Underground - Ground Support guru'shttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical Guru's sales@smelectrical.com.au McMahon Mining Title Services (MMTS) – Australia-wide tenement service expertshttps://www.mmts.net.au/#contact Anytime Exploration Services – Everything Explorationseamus@anytimees.com KCA Site Services – Underground mining machine hire admin@kcasiteservices.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Exploration drilling experts ryan@k-drill.com.au 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(0:00:00)Introduction(0:03:39)Which companies are not safe from Activisim?(0:06:38)Who helped discover Greenbushes, Andover and Pilgangoora?(0:09:49)Jeremy Raper intro(0:20:09)How to extract latent value from companies(0:22:02)The Metals X locked box(0:27:27)Carnarvon Energy activism(0:37:17)Orecorp pending offer from Silvercorp(0:40:07)How will Carnarvon play out?(0:45:19)How many times has Jeremy been stonewalled?(0:54:46)Setting up a special purpose vehicle for Activism(1:00:46)Cassius Mining Arbitration(1:16:49)Montero Mining(1:37:44)WA Billionaire Rant

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 3DEmail grant@vrify.com (no e)  InvestorHub – The go-to Digital Platform shaking up the Investor Relations industryEmail rhori@investorhub.com  DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industrieshttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical Guru's for the Mining Industrysales@smelectrical.com.au McMahon Mining Title Services (MMTS) – Australia-wide tenement service expertshttps://www.mmts.net.au/#contact Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com KCA Site Services – Underground mining machine hire for IT's, normet's, trucks and moreadmin@kcasiteservices.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au 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(0:00:00)Introduction(0:00:32)Min Res capitalising on Nickel(0:03:18)Exploration Hail Mary's(0:04:57)MIN's Ellison on critics, lithium, nickel + Onslow(0:33:55)IGO dodge q's (0:37:43)Pilbara look to shore up balance sheet(0:43:16)Fortescue printing money(0:46:33)Piedmont sell down Sayona stake… why?

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 3DEmail grant@vrify.com (no e) InvestorHub – The go-to Digital Platform shaking up the Investor Relations industryEmail rhori@investorhub.com DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industrieshttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical Guru's for the Mining Industrysales@smelectrical.com.au McMahon Mining Title Services (MMTS) – Australia-wide tenement service expertshttps://www.mmts.net.au/#contact Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com KCA Site Services – Underground mining machine hire for IT's, normet's, trucks and moreadmin@kcasiteservices.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au 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(0:00:00)Introduction(0:01:05)Save your shareholders money (0:03:42)A testimonial from Andrew Rinehart (0:05:27)Phil King's on commodity markets(0:14:05)Disaster at Horizonte Minerals(0:26:56)What's Iluka's Eneabba worth(0:37:39)Value trap Mt Gibson print cash(0:40:10)Silver Lake go quiet on Sugar Zone(0:42:42)St Barb's toss up their future

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 3Dgrant@vrify.com (no e)  InvestorHub – Shaking up the Investor Relations industryrhori@investorhub.com  DSI Underground - Ground Support guru'shttps://www.dsiunderground.com/contact SMEC Power & Technology – Mining Electrical Guru'ssales@smelectrical.com.au McMahon Mining Title Services (MMTS) – Australia-wide tenement service expertshttps://www.mmts.net.au/#contact Anytime Exploration Services – Everything Explorationseamus@anytimees.com KCA Site Services – Underground mining machine hire admin@kcasiteservices.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au 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(0:00:00)Introduction(0:01:08) How to get institutional investors excited(0:03:42) Matty's FIFO breakfast story(0:06:51) What's BHP media strategy(0:20:50) A wild week for 29M shareholders(0:25:12) Sayona's Moblan DFS finally shared(0:32:01) PolyMetals sell assets for US$3.7b… how much will they get?(0:35:42) Coronado's results show assets age(0:40:45) Osino's cathces a bid - was it worth it?(0:42:00) Cyprium boss leaves after 5 months 

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 3Dgrant@vrify.com (no e) InvestorHub – Shaking up the Investor Relations industryrhori@investorhub.com  DSI Underground - Everything Ground Supporthttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical Guru'ssales@smelectrical.com.au McMahon Mining Title Services (MMTS) – Australia-wide tenement service expertshttps://www.mmts.net.au/#contact Anytime Exploration Services – Everything Explorationseamus@anytimees.com KCA Site Services – Underground mining machine hire for Undergroundadmin@kcasiteservices.com.au Brooks Airways – Perth's leading charter flight operatorops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.auTIMESTAMPS(0:00:00)Introduction(0:01:59)Gina has run her eye over this one(0:05:30)Matty's personal Pub announcement(0:06:58)Getting out of the Perth & the big smoke(0:08:57)Katana's style(0:11:45)How's earnings season shaping up(0:16:24)Difference between the stock market and the Aus economy(0:18:19)Inflation and Interest Rates prediction(0:24:50)MinRes - the portfolio's biggest holding(0:36:06)Do you get punchy within Katana over ideas(0:38:55)Copper predictions and who are the pure plays to look at(0:44:22)North Qld Copper district(0:46:50)Regis Resources(0:52:50)Transitioning into Whitehaven(0:59:30)Yancoal(1:02:03)Pilbara Minerals(1:07:49)Santos/Woodside(1:09:33)Iluka & South32(1:13:26)Your biggest contrarian view?

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.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 3DEmail grant@vrify.com (no e) for more information InvestorHub – The go-to Digital Platform shaking up the Investor Relations industryEmail rhori@investorhub.com for more information DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industrieshttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical Guru's for the Mining Industrysales@smelectrical.com.au McMahon Mining Title Services (MMTS) – Australia-wide tenement service expertshttps://www.mmts.net.au/#contact Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com KCA Site Services – Underground mining machine hire for IT's, normet's, trucks and moreadmin@kcasiteservices.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au 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 HERALDTIMESTAMPS(0:00:00)Introduction(0:02:47)Charting to the next Extreme(0:09:58)Welcoming Johnny Mac on MoM(0:11:37)Some of the big calls (Perseus, Ramelius + Dacian)(0:22:56)The downfall of Sons of Gwalia (0:33:08)Banking commitments for Liontown(0:34:36)Reflection on being an Analyst(0:37:41)Using the CAIC (Corporate All-In cost)(0:45:36)Red flags in company reporting(0:47:49)How to assess management teams(0:52:21)The discount in valuation for African miners(0:59:14)Forecasting commodity prices(1:01:18)Any surprise with recent Lithium movement?(1:03:06)Gold vs base metals miners

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 3DEmail 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 industryrhori@investorhub.com DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industrieshttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical Guru's for the Mining Industrysales@smelectrical.com.au McMahon Mining Title Services (MMTS) – Australia-wide tenement service expertshttps://www.mmts.net.au/#contact Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com KCA Site Services – Underground mining machine hire for IT's, normet's, trucks and moreadmin@kcasiteservices.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au(0:00:00)Introduction(0:01:08)Going through the quality checklist(0:05:27)BHP's BIG writedown(0:16:17)S32 try to give Hermosa a bit of shine(0:42:57)Wesfarmers up & running at Mt Holland(0:44:53)Whitehaven's big drop in cash flow(0:50:00)Capstone Copper's chunky capital raise(0:50:56)KIN + PNX in talks(0:54:10)Ora Banda on the up(0:55:29)True North give some colour on Cloncurry 

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 3DEmail grant@vrify.com (no e) for more information InvestorHub – The go-to Digital Platform shaking up the Investor Relations industryEmail 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 InstagramChapters:(0:00:00)Preview(0:00:59)Stock debates on Money of Mine!(0:03:15)Things are expanding in Kewdale(0:05:58)The new Amazon(0:07:50)M&A in Queensland Copper - Hammer + Carnaby in talks(0:18:51)AusSuper scoop up more 29M stock(0:22:25)Do Evolution Mining actually make money?(0:32:20)Terrible news out of SSR Mining's Turkish operation(0:33:45)Presentation highlights: BGL, WGX, RMS, GL1 & LKE

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 3DEmail grant@vrify.com (no e) for more informationRSVP to the Vrify/Money of Mine drinks this Friday at https://shorturl.at/iyBUWWant 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 industryEmail 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 InstagramTIMESTAMPS(0:00:00)Introduction

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 3DEmail grant@vrify.com (no e) for more informationRSVP to the Vrify/Money of Mine drinks this Friday https://shorturl.at/iyBUWWant 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 3DEmail grant@vrify.com (no e) for more information InvestorHub – The go-to Digital Platform shaking up the Investor Relations industryEmail 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 InstagramChapters:(0:00:00) Intro (0:01:26)PPT decks don't work(0:05:36)Ryan O'Sullivan in action(0:07:15)Will Gina make her LTR move?(0:13:10)Battle of Nyanzaga continues(0:17:30)MAC the SPAC(0:27:27)S32 sell SMR buy(0:31:15)Cameco make news

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.All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Chapters:(0:00:00)Introduction(0:02:42)How JD plans to save his next dollar(0:06:46)The man made for the West Arunta(0:08:18)Datt's macro view(0:12:58)Adages for resource investors to live by(0:13:42)Adage #1(0:16:57)Adage #2(0:19:58)Adage #3(0:23:00)Adage #4(0:27:29)Nickel market's massive change(0:35:47)Lithium dynamics(0:44:30)Coal market re-rate?(0:49:46)The iron ore market(0:55:00)Thoughts on EV adoption & tech advancements (0:57:26)The big risks for WA1 Resources(1:02:33)Adriatic Metals in a critical part of their journey(1:04:21)Global lithium, Metals X, Dreadnaught(1:06:55)Gold stocks love nowThank you to our Podcast Partners: VRIFY – Transforming the way Mining companies communicate to 3DEmail grant@vrify.com (no e) for more information InvestorHub – The go-to Digital Platform shaking up the Investor Relations industryEmail 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