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Wesfarmers will close its online retailer Catch after it faced increased competition from Amazon, Shein and Temu. MARKET WRAP: ASX200: up 0.66% to 8,402 GOLD: $2,740 US/oz BITCOIN: $163,365 AUD Wesfarmers shares gaining 1.6% on the day to $72.88 Liontown reported better than expected cashflow in its quarterly update, helping it to lift 11.9% to 70.5 cents a share. HUB24 shares leaping 11% to $72.43. Gains for NAB, Westpac and ANZ as the financial sector rose by 1.25%. Carnarvon Energy shares down more than 22% after Santos put joint-venture plans for a $3.2 billion oil and gas project on hold. Santos slid 2.2% to $7.13. CSL, Goodman Group and Xero all finished down. CURRENCY UPDATE: AUD/USD: 62.42 US cents AUD/GBP: 50.8 pence AUD/EUR: 60 Euro cents AUD/JPY: 97 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.
The Aussie market saw a modest uptick today, gaining 10 points as it recovered a third of Wednesday's losses. Bitcoin made headlines, surpassing $100,000 USD amid hopes for lighter regulation, rising 40% since early November. Meanwhile, the U.S. markets hit new records across all major indices, fuelled by strong economic confidence. Locally, energy and mining stocks struggled, with lithium miners like Liontown down sharply due to weaker prices, while gold stocks outperformed thanks to rising prices. Attention also turned to the upcoming OPEC+ meetings and upcoming U.S. job data, both poised to shape market movements in the days ahead. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.
Mila Resources Executive Chairman Mark Stephenson joined Steve Darling from Proactive to announce that the company has signed a new exploration and option agreement over three promising gold projects in Queensland, Australia. The agreement with EMX Royalty will see Mila pay an upfront fee of A$25,000 and issue warrants, along with a commitment to conduct A$450,000 in exploration work within the first year. This new portfolio, which includes the Yarrol, Mt Steadman, and Mt Weary projects, is expected to bolster Mila's existing gold assets, particularly complementing its primary Kathleen Valley project in Western Australia. According to Stephenson, initial ground exploration efforts will kick off in the coming weeks at Yarrol, the most developed project in the portfolio, with plans to conduct geophysical surveys at both Mt Steadman and Mt Weary in early 2025. While these new projects are an exciting addition, Stephenson emphasized that Kathleen Valley remains the company's priority. The project is focused on both gold and lithium resources, thanks to Mila's joint venture with Liontown Resources. Liontown, which commenced spodumene production at Kathleen Valley in July 2024, is actively engaging local stakeholders as part of further exploration and development plans. This expanded Queensland portfolio reinforces Mila's commitment to accelerating its exploration capabilities across multiple strategic assets in Australia. #proactiveinvestors #milaresourcesplc #lse #mila #mining #MiningExploration #WesternAustralia #MarkStephenson #Liontown #LithiumMining #GoldExploration #ResourceInvestment #MiningNews #ProactiveInvestors#invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews
We're back with another edition of Buy or Sell with Adam Keily. Today he is joined by Henry Jennings, Senior Market Analyst at Marcus Today.Adam and Henry are going through 10 stocks on Henry's watchlist or are front of mind for the Equity Mates community.The companies covered on today's episode include:Lionstown Resources (ASX: LTR)Zip Co (ASX: Z1P)IGO Limited (ASX: IGO)Qantas Airways (ASX: QAN)CSL Limited (ASX: CSL)NextDC Limited (ASX: NXT)Lynas Rare Earths (ASX: LYC)Southern Cross Electrical Engineering Limited (ASX: SXE)ASX: ASX Xanadu Mines Ltd (ASX: XAM) —------Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.—------Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.—------Want more Equity Mates?Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don't Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
INDEX: 00:00:00 - Introductory comments and panelist profiles 00:05:00 - Better Bid/Greenshoots on RK Equity Scoreboard - Q2 Metals 00:07:00 - Rio Tinto/Arcadium - from Rio shareholder perspective 00:11:15 - Rio/Arcadium - from Arcadium shareholder perspective/who else might (have) bid? 00:21:30 - What long-term lithium price was implied/embedded in Rio's acquisition price? 00:26:33 - Rio's prior purchase of Rincon & China's manipulation of lithium price. 00:29:20 - Does Rio/Arcadium underpin higher valuations in other lithium stocks absent higher lithium prices? 00:41:30 - Will DLE (Direct Lithium Extraction) long-term lower the cost curve? Eramet 00:44:20 - Iliad, SLB, Energy Source Minerals. 00:46:23 - California geothermal & oilfield brines - Will Exxon buy Albemarle? 00:48:30 - Can US conversion compete with China? 00:51:50 - What Spodumene price is implied in certain lithium equities? 00:55:00 - Brazil following Pilbara/Latin Resources – Sigma, Lithium Ionic, Atlas Lithium undervalued relative to WA peers? 00:59:50 - Expected M&A among mid-tiers? Quebec: Sayona/Piedmont, Patriot, Winsome, WA: MinRes & Hancock WA regional hub. 01:06:12 - Time to buy more and who? Albemarle, Pilbara, Sigma, Wildcat, Patriot, Winsome 01:13:45 - Are equities reflecting higher lithium prices soon? WA supply and Africa/China lepidolite updates 01:18:00 - Panel discusses less well covered names - European Metals Holdings, Atlantic Lithium, Talga, Winsome, Global Lithium, Delta Lithium, Wildcat, Liontown, Q2 Metals, Savannah, AMG 01:26:17 US listed & Smackover plays - Lithium Argentina, Lithium Americas, Piedmont, Standard Lithium, Exxon, Koch, Equinor, Tetra, Pantera 01:36:00 - Conventional salar brines in lithium triangle vs. lower ppm DLE brine plays 01:39:12 - Supply threats from Africa - AVZ, Kodal, Goulamina and China's ability to process low grade material 01:48:00 - Lithium price predictions, demand shock potential (autonomous driving, solid state) and other closing thoughts _________________________________________________ Links
Hurricane Milton is ripping the US east coast apart, but could it have an impact on ASX listed companies in the insurance building space. MARKET WRAP: ASX200: up 0.44%, 8,223 GOLD: $2,633 US/oz BITCOIN: $93,887 AUD BHP rose 1.4% to $43.90 and lithium producer Pilbara Minerals closed up 2.4% to $2.92. Some of the smaller miners such as Lake Resources jumped 11% and Liontown resources closed up 5% to 83 cents. Rio Tinto also had a good day closing up 1.3% to $119.87, but was helped by its deal to acquire Arcadium Lithium. Shares in Arcadium rose by 38% to $8.20.. On the other side of the coin was Cochlear which has dropped around 17% in recent months from its all time high and today fell 1.55% to $290.43. CURRENCY UPDATE: AUD/USD: 67.28 US cents AUD/GBP: 52.3 pence AUD/EUR: 62 Euro cents AUD/JPY: 100 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.
Liv Declerck and Isabel Vieira discuss the evolution of WA's screen industry. Plus all the latest on Liontown's lessons from competitors; Stockland's $30m project green lit; and Hancock cuts Mulga Downs mine footprint.
General Advice Only
As a Chinese EV battery maker halts two of its mines, could this be the start of a turnaround in the fortunes of lithium locally? MARKET WRAP: ASX200: down 0.30%, 7,987 AUD: 66.61 US cents GOLD: $2,551 US/oz BITCOIN: $84,888 AUD The surge for Materials was built on the back of lithium Mineral Resources surged 16%, Liontown lifted by 14.3%, Pilbara Minerals was up 13.1% and IGO jumped by just under 5%. BHP up 1.8%, Fortescue gaining 2.6% and Rio Tinto rising 1.2% REA group shares down 2.2% to $197.99. Our local tech companies went backwards, with NextDC losing 5.6% and Wisetech dropping 0.6%. While the banks were down, with the Big Four suffering between 1.5 and 1.9% CURRENCY UPDATE: AUD/USD: 66.61 US cents AUD/GBP: 50.9 pence AUD/EUR: 60 Euro cents AUD/JPY: 94 Japanese yen AUD/NZD: 1.08 NZ dollars See omnystudio.com/listener for privacy information.
If you feel like your portfolio has taken a hit over the last month, spare a moment of silence for shareholders in stocks like Johns Lyng Group, Audinate, Tabcorp, Megaport, A2 Milk, Kelsian, Mineral Resources, EML Payments, Yancoal, Star Entertainment, Cettire, Liontown, Neuren Pharmaceuticals, Red Hill Minerals, and Boss Energy. All in all, 117 companies in the All Ords shed more than 10% during the month, 29 saw their share prices fall more than 20%, and eight tumbled more than 30%. For context, the All Ords itself ended the month pretty much flat. So, in this episode, Centennial Asset Management's Matthew Kidman was joined by First Sentier Investors' David Wilson and Medallion Financial's Michael Wayne for their analysis of three stocks that have been smashed over the past month in the hunt for some value on the ASX. Plus, the fundies also name two stocks they believe have serious upside ahead of them. Note: This episode was recorded on Tuesday 27 August 2024. You can read the transcript below. https://www.livewiremarkets.com/wires/buy-hold-sell-3-stocks-that-have-been-smashed-and-2-big-buys
Commonwealth Bank has broken its all-time high again, but how long can the good run last for? ASX200: down 0.08% to 8,103 AUD: 67.51 US cents GOLD: $2,535 US/oz BITCOIN: $87,315 AUD Consumer Staples stocks took the biggest hit, down almost 2% on the day. The fall in iron ore didn't help our big miners, with BHP down 1.7%, Fortescue falling 2.6% and Rio Tinto losing 1.7%. Lithium didn't fare much better, with Mineral Resources, Liontown and IGO leading losses. Some big names in the Staples sector went ex-dividend, with Woolworths down 2.8%, Coles backwards by 2.4%, Endeavour dropping 3%, and Wesfarmers off by 1.4%. The sale of its European account-to-account payments business saw EML Payments gaining 3.6% to 73 cents today. While there were also lifts for Wisetech Global (up 2.4%) and Suncorp Group (up 1.4%) See omnystudio.com/listener for privacy information.
Mark Beyer and Mark Pownall discuss big news in Perth's hotel sector; mining industry updates from Sino Iron, Liontown, Arafura, Calidus, Fenix and Chalice; the dispute between retired jockey Damien Oliver and former manager Neil Pinner; and a preview of the next magazine.
There has been a small gain today on the market but investors seem to remain hesitant overall. Laura and Stevie unpack this mixed day which saw around half of the sectors improving. Retail spending figures are the subject of conversation today despite these figures not having a huge impact on the market, they look at the standout stocks including Booktopia and Liontown, and the day ahead. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.
Tom Zaunmayr speaks to Nadia Budihardjo about the industries Indigenous entrepreneurs are pursuing. Plus: Live exports ban campaign; Liontown's $379m funding; and WA Cricket CEO search.
The market is still waiting for a fresh catalyst it would seem as Laura and Stevie unpack two days of losses following a couple of weeks of near record highs. With majority of the sectors in decline today they look at the big movers, and with energy one of the few to see gains this sector remains in focus. Liontown is the top performer today, and Lovisa is the worst performing following doubts around store opening expectations. They look to the day ahead and revisit the performance of Guzman y Gomez. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.
General advice only
Dynamic Metals Ltd (ASX:DYM) managing director Karen Wellman speaks with Proactive's Jonathan Jackson about the confirmation and extension of a large historical lithium soil anomaly at the Lake Percy Project in the Goldfields Region of Western Australia, with a peak lithium oxide value of 314 parts per million (ppm). A recent infill and orientation soil sampling program included 762 samples taken at 40-metre spacings, with line spacings between 200 and 400 metres. This program extended the lithium anomaly of greater than 100ppm over a strike of 2.5 kilometres and width of 2 kilometres. The company has identified lithium anomalies near historic drill holes, which logged multiple wide pegmatites up to 81 metres downhole with elevated lithium values. Wellman described the results as "very encouraging," and expressed anticipation for the analysis of the lithium assay suite to refine potential drill targets. Dynamic Metals is evaluating the lithium potential of its land package in WA, particularly following the Widgiemooltha Project transaction with Mineral Resources. The Lake Percy Project, about 120 kilometres west of Norseman, has been historically explored for nickel but was recently identified for its significant lithium potential. This potential has been highlighted by discoveries at the nearby Medcalf spodumene and Burmeister sites. Previously, White Cliff Nickel Ltd conducted lithium-focused soil sampling in 2015 and 2016, establishing Lake Percy as an area of interest. In 2016, a joint venture with Liontown Resources led to the drilling of eight holes, but no ore-grade lithium intercepts were found, despite encountering multiple pegmatite intervals. Minimal work on lithium potential has been done since Liontown's withdrawal in 2017. In 2023, Dynamic Metals drilled for nickel, intersecting multiple pegmatites with lithium grades up to 1,170ppm. Sample pulps from these intervals have been submitted for full lithium suite analysis to guide further exploration efforts. #ProactiveInvestors #DynamicMetals #ASX #LakePercyProject, #LithiumExploration, #GoldfieldsRegion, #WesternAustralia, #SoilSampling, #Pegmatites, #LithiumAnomaly, #MineralExploration, #GeologicalModel, #WhiteCliffNickel, #LiontownResources, #MedcalfDiscovery, #BurmeisterDiscovery, #LithiumAssay, #ExplorationEfforts, #LithiumPotential, #NickelExploration, #MineralResources, #CovalentLithium #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews
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
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
General Advice Only
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)?
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
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
INDEX: 0:00 - Introduction 6:04 - Profitability Still Achievable in Volatile Lithium Market Despite Structural Changes 8:08 - Methodology Behind Long-Term Lithium Pricing Models and Project Viability 13:23 - Significant Price Increase Needed to Incentivize Lithium Project Development 15:34 - Viability of Low-Grade Lepidolite as Alternative Lithium Supply 19:56 - Concerns Over Potential Overcorrection in Lithium Pricing Amidst Recent Production Cuts and Rationing 20:57 - Risks of Market Pivot Towards Lithium and Impact on Supply Chains 25:19 - [Alcoa, Albemarle, Arcadium] Parallels Between Lithium Industry's Evolution and Quality Bias in Matured Steel Industry 30:03 - [Alcoa, Rio Tinto] Profitability and Future Trajectory of Lithium Industry Amid Uncertainties 32:34 - [Sichuan Yahua, Pilbara, Chengxin] Lithium is becoming more commoditized 35:33 - [Atlantic Lithium, Liontown, Leo Lithium, Core Lithium, Ioneer] - Atlantic's Position Despite Quality Assets Amid Bid Activity Discrepancies 42:54 - [Sayona, Lake Resources, AVZ Minerals] Influence of Retail vs. Institutional Ownership on Stock Valuation 51:08 - Mali's Political Instability and its Impact on Leo Lithium's Future 55:09 - [Gangfeng] Industry Dynamics Shift as China Expands Operations in Africa Amid Political Uncertainty in Mali 59:06 - [Liontown] Funding Gap Looms Large as Liontown's Breakeven Price Exceeds Current Market Rates 1:02:01 - [Core Lithium] Core Lithium Shutdown: What Price Reopens the Door? 1:04:26 - [Liontown] - How confident are you in Liontown's study compared to Core Lithium's 1:06:23 - [Ioneer] - Why is Ioneer your long-term prospect? #lithium #electricvehicles _________________________________________________ Thank you to our Patrons for supporting the channel. If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. Register your email at https://www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at https://www.patreon.com/rockstockchannel _________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity's website https://www.rkequity.com Intro and outro audio credit: Jamie Klein
There was no shortage of news to dissect on the final day of the quarter, with IGO grabbing the headlines by turning off Cosmos, amongst other challenges. We added another layer to the Kali Metals (KM1) story, which isn't short on drama, before touching on Liontown's (LTR) quarterly then onto Peninsula's (PEN) latest update.Red 5 (RED) plus Westgold (WGX) both got a mention before we rounded off with the latest at Galena (G1A) and Sayona (SYA).All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Transforming the way Mining companies communicate to 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 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 TIMESTAMPS(0:00:00)Introduction(0:01:16)Matty's hate for 2D(0:06:22)IGO quarterly(0:22:17)Not Julian Assange's old lawyer for Kali Metals(0:24:11)Liontown quarterly(0:26:36)What's going on at Peninsula?(0:31:20)Red 5 Free Cash flow(0:36:58)Westgold Paddy's Flat pauses (or care and maintenance?)(0:46:30)Galena still in suspension(0:47:27)Why is Sayona still operating?
We rip right into the juicy news today that Australian Resources Minister Madeleine King has summoned an urgent industry round table discussion on the back of the latest nickel and lithium news.We then expanded upon Liontown's (LTR) potential funding solutions as well as what analysts around the country have had to said on the lithium hopeful. Stanmore (SMR) & Coronado (CRN) shared their quarterlies for us to compare and contrast as well as Australia Pacific Coal (AQC) announcing a restart funding package for Dartbrook.Next up with did a rapid fire round including True North Copper (TNC), Delta Lithium (DLI), Mayur Resources (MRL), Kali Metals (KM1) Iluka (ILU), & Element 25 (E25). We shared our thoughts on the 2nd round of BHP's Xplor program before rounding off on Endeavour Mining's attempts to clawback its former CEO's remuneration. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: InvestorHub – The go-to Digital Platform shaking up the Investor Relations industryEmail rhori@investorhub.com for more information DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries Terra Capital – Specialist investment manager in the natural resources sector McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT's, normet's, trucks and more Brooks Airways – Perth's leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram TIMESTAMPS(0:00:00)Introduction(0:01:20)Finding the motherload(0:04:09)Our year of wisdom(0:05:48)Industry heavyweights summoned for sit-down(0:18:50)What alternatives does Liontown have?(0:25:32)Co
A big start to the week with lithium market darling Liontown (LTR) announcing a Kathleen Valley funding update, seeing the stock come off 20%. Perseus's (PRU) bid to buy OreCorp (ORR) in an all-cash deal caught our eye as well as Wyloo's unfortunate decision to put its Kambalda nickel operations on care & maintenance. On the theme of managing costs, we commented on Chalice's (CHN) decision to cut back, before rounding off on Lynas's (LYC) quarterly, with our eye's focused on an update on the Kalgoorlie processing facility. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.Thank you to our Podcast Partners: 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 Terra Capital – Specialist investment manager in the natural resources sector McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT's, normet's, trucks and more Brooks Airways – Perth's leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on InstagramChapters: 0:00:00 | Introduction 0:00:43 | Engage with your shareholders 0:04:12 | Why is Liontown down 20%?! 0:21:21 | Is Perseus's bid for OreCorp superior? 0:37:22 | Wyloo put their nickel operations on care & maintenance 0:51:53 | Chalice cut back on spending 0:54:12 | What we learnt from Lynas's quarterly
Jack McGinn and Mark Beyer discuss the plight of the government's FOGO recycling plans. Plus: Wyloo suspends Kambalda; Liontown's funding renegotiation, and HBF branches to close.
General Advice only
General Advice only
Part 2 of our chat with Mr Lithium covers lots of fascinating and forgotten (in WA at least) projects & possibilities for the lithium market. We delve into what sedimentary projects are & what their impact will look like, what to make of this lithium over/under supply debate, whether China can really become the worlds biggest lithium miner & the misconceptions on lithium hydroxide vs carbonate. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries Terra Capital – Specialist investment manager in the natural resources sector McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT's, normet's, trucks and more Brooks Airways – Perth's leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram TIMESTAMPS (0:00:00) Introduction(0:01:11) What is going to save Liontown?(0:06:11) Exxon moving into Oil Field Brines(0:13:45) Is the impact of DLE over or under appreciated?(0:18:28) Sedimentary Lithium - Thacker Pass(0:33:25) Giga Factory capacity in North America(0:36:22) Hydroxide vs Carbonate downstream(0:44:17) Is the Min Res rock only strategy the go-to?(0:49:35) Is Australian downstream ever going to work?
We crack on into December with another round of AGM remuneration vote downs, focusing in on the mining services (including special mentions to Perenti [PRN], NRW Holdings [NWH] & Emeco [EHL]). Next up we have a chat about the new information that's been released on the US Inflation Reduction Act with detail provided on what constitutes a “Foreign Entity of Concern”, including implication for Australia battery metal miners. Arafura's (ARU) latest financing got a shout out as well as highlights from Sayona's (SYA) punchy AGM. We then ventured to Matty's favourite nation, PNG, to cover the GR Engineering (GNG) contract with K92 (TSX-listed) before rounding out on Liontown's (LTR) port solution with the Mid West Port Authority. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries Terra Capital – Specialist investment manager in the natural resources sector McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT's, normet's, trucks and more Brooks Airways – Perth's leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram TIMESTAMPS (0:00:00) Introduction(0:02:31) Ally GC's Instagram giveaway(0:06:33) Wanna speak to MD's + CEO's directly?(0:12:36) Mining Services Rem Reports voted down(0:16:39) What's a "foreign entity of concern"(0:22:00) Will all these letter's of intent help Arafura?(0:28:13) K92 lock in GR Engineering to build stage 3(0:34:52) Sayona AGM highlights(0:38:47) Liontown secure port access to export lithium
Matty led the way today diving into the key risks that Liontown (LTR) will face over the coming quarters as they construct & ramp up the big Kathleen Valley Lithium project before Trav & JD dissected the sale of Khoemacau to Chinese miner MMG. Northern Minerals (NTU) caught our eye with a truly unique 249D process as well as intriguing deals at Charger Metals (CHR), announcing a farm-in with Rio Tinto as later a capital raise. Lastly, we called out some funky announcements, honing in on a headline that caught our eye from Pure Resources (PR1). 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: DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries Terra Capital – Specialist investment manager in the natural resources sector McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT's, normet's, trucks and more JP Search – Recruitment specialists for the financial world Brooks Airways – Perth's leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram TIMESTAMPS (0:00:00)Introduction(0:01:30)Scouring Australia for Mining Land(0:04:07)Big Federal Government news(0:06:10)What could go wrong at Liontown?(0:23:32)Khoemacau gets bought for almost US$2B!(0:36:33)A 249D with a twist at Northern Minerals (0:39:58)What to make of Charger Metals Rio deal & raising
This week on The Fin podcast, resources reporters Peter Ker and Elouise Fowler on lithium's rise and fall and rise again, why the Liontown deal collapsed and whether the critical mineral could become the next iron ore for Australia.This podcast is sponsored by SAP.Further reading: Can brains disrupt Australia's lithium mining brawn Some of the world's biggest and smallest companies reckon technology can disrupt Australia's lithium boom by unlocking vast new supplies and crushing prices. Deal off, Game on: The battle for Liontown is just beginningLess than five hours after Liontown Resources announced the withdrawal of Albemarle's $6.6 billion takeover bid, the lithium junior's biggest shareholder, Gina Rinehart, was busy setting up a new vehicle for her pivot towards critical minerals. Lithium takeovers ignite the Pilbara Deal fever has swept the Australian lithium, with Chilean giant Socieded Quimica Y Minera set to play a central role in two deals.See omnystudio.com/listener for privacy information.
In this week's Monday Market Highlights, Investment Analyst Kate Power looks at why the Australian unemployment data came in mixed and what it indicates about the labour market. She explains what's happening with US interest rates, as well as New Zealand's inflation data and whether the market thinks rates have peaked. She also unpacks the latest equity news from Liontown, Rio Tinto, Origin Energy, Netflix and Tesla. Lastly, Kate turns to the key events in markets during the week ahead. This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change.
In this podcast, Mark Pownall and Simone Grogan discuss the update on Liontown; FMG's green hydrogen targets; quarterly reports; A&O merger; planning reforms and road taxes for electric vehicles.
The market finished off the week with some hefty declines. Almost all sectors declined today, with energy being the only one to lift due to higher oil prices. Event Hospitality were up after announcing expectations for record quarter profits and Liontown was back online after Albermarle walked away from their takeover offer. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice. See omnystudio.com/listener for privacy information.
See omnystudio.com/listener for privacy information.
General Advice Only
Australia's eSafety commission fines Elon Musk's X $610,500 for failing to meet anti-child-abuse standards. A new cloud forms over global economy as Middle East conflict threatens recovery, warns IMF chief. Cryptocurrency advocates are tipping the price of bitcoin to reach $US100,000 within the next five years. By the time the Yes campaign kicked off its final, multimillion-dollar advertising blitz, it was too late – opponents of a Voice to parliament had been running consistent, targeted messages in key states for more than eight months.' Big story that could ripple into the future: Australia's richest woman Gina Rinehart raided lithium miner Liontown's shares so hard it scared off a US suitor. Follow my socials on:https://twitter.com/leongettlerhttps://www.instagram.com/leongettler/https://www.linkedin.com/in/leongettler/https://www.facebook.com/talkingbusinesspodcasthttps://business.google.com/dashboard/l/17460167277811417147?hl=en&gmbsrc=au-en-z-z-z-gmb-s-119-u~mhp-ns_hom_8-u&omec=EI_z6RYYASIBATIBATotZ21ic3JjPWF1LWVuLXotei16LWdtYi1zLTExOS11fm1ocC1uc19ob21fOC11QAFKEwjq4cCIj5D3AhXNnWMKHUB5Cqg%3Dhttps://www.youtube.com/c/LeonGettler/discussion?app=desktop Hosted on Acast. See acast.com/privacy for more information.
INDEX: 0:00 - Liontown news 3:49 - Trading prices 7:44 - Albemarle should look for alternatives 11:24 - Why the asset rush? 17:45 - JP Morgan's bearish forecast 25:42 - Inclusion of Bacanora, Mexico 27:35 - Latent converting capacity 31:53 - Guangzhou Futures 35:18 - Sign of a bottom 40:10 - Low valuation companies 44:16 - Winsome Resources webinar 46:19 - Critical Elements early intercepts 48:05 - Closing remarks
A day for the deal junkies!Whitehaven (WHC) have been confirmed as the preferred bidder for BHP's Blackwater and Daunia assets, in one of the more long-winded asset sales the mining market has seen.Lithium Power International (LPI) also announced that they'd sold themselves to the Chilean state-owned copper giant, Codelco. The deal valued them at $385m, or 57c a piece.We touch on the decision made by Glencore (GLEN) to shut it's Mt Isa copper operations in the later part of 2025.We round off with the Word on the Decline that you shouldn't believe the rumours you hear on Liontown's (LTR) 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:Terra Capital – Specialist Investment manager in the natural resources sectorAnytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreJP Search – Recruitment specialists for the financial worldK-Drill – Safe, reliable, and productive surface RC drillingSMEC Power & Technology – Electrical specialists for the mining industry 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 YouTubeFollow Money of Mine on TwitterFollow Money of Mine on LinkedInFollow Money of Mine on Instagram Chapters:(0:00 Preview(0:39) Intro(3:14) The long-awaited sale of Blackwater & Daunia(25:45) Lithium Power sells itself to Codelco(34:14) Glencore makes tough call to shut Mt Isa copper operations(36:07) Liontown's rumours are BS!
Liontown's (LTR) mega-deal looks to be off the cards with Gina successfully foiling the plans. As Albemarle withdraws, we ask, what happens now? Where does the funding come from for the funding gap? What are Gina's intentions? What does this mean for Liontown shareholders? What does it mean for Albemarle? We discuss all of those questions in the show. Plus, we look at Genesis' (GMD) takeover for Dacian (DCN) put to the shareholders who own the 20% of the company not controlled by GMD already. And naturally that leads us to have a giant discussion about the Leonora consolidation story, again. This includes Kin Mining (KIN), Red5 (RED) and Saturn (STN). Other news from the last few days includes Creasy's Azure (AZS) share purchase, Polymetals' (POL) restart study, AIC Mines' (A1M) record quarterly, Spartan's (SPR) “new discovery” and Lunnon's (LM8) nickel hit. 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:Terra Capital – Specialist Investment manager in the natural resources sectorAnytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreJP Search – Recruitment specialists for the financial worldK-Drill – Safe, reliable, and productive surface RC drillingSMEC Power & Technology – Electrical specialists for the mining industry 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 YouTubeFollow Money of Mine on TwitterFollow Money of Mine on LinkedInFollow Money of Mine on Instagram Chapters:(0:00) Preview(0:50) Intro(3:20) Albemarle Walks from Liontown Bid, Now What?(30:38) Genesis to Fully Acquire Dacian(50:19) Kin a future consolidation option?(53:04) Red5 valuation and regional significance(54:56) Would Saturn's low-grade deposit fit in the mix?(58:12) Other: AZS, POL, A1M, SPR, LM8(1:01:16) SBM Performance Rights Clarification
We get the ball rolling today with news that Albemarle (ALB) have an additional 7 days to work on their Liontown (LTR) bid whilst we received confirmation Gina now holds 19.9%.We then took a peek at Delta Lithium (DLI) handy little gold deposit before launching into our opinion of St Barbara's strategy and incentives, given they bank accounts holds a lousy $240m.Black Rock Mining (BKT), Lithium Power (LPI) and Wildcat (WC8) all get a mention too with funding, transaction, and drilling updates respectively.We round off with a quick mention on Azure Minerals (AZS) and a teaser of what we have in store for the Money Miners! All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners:Terra Capital – Specialist Investment manager in the natural resources sectorAnytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreJP Search – Recruitment specialists for the financial worldK-Drill – Safe, reliable, and productive surface RC drillingSMEC Power & Technology – Electrical specialists for the mining industry 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 YouTubeFollow Money of Mine on TwitterFollow Money of Mine on LinkedInFollow Money of Mine on Instagram Chapters:(0:00) Preview(0:47) Intro(3:21) Is Gina going to kill the Liontown takeover?(5:19) Delta Lithium release handy gold resource(8:52) St Barbara's (mis)-aligned incentives + strategy(23:40) Interpreting Black Rock's funding update(25:32) Lithium Power's rumoured takeover #verified(26:52) Wildcat release some more drill holes(30:22) Azure Minerals “cleansing” the market(32:51) A hint of what's to come!
Jack McGinn explores the opportunities and challenges created by the rapidly evolving digital space in a post-pandemic environment. Plus; Goyder to resign; BGC pipe bill and Hancock on Liontown stake.
We spoke about a couple of majors plus an intriguing junior today. BHP tuned into our comments on nickel earlier in the week and voiced their thoughts, saying that they're sticking with nickel despite what others think. Rio has dished out a US$100m loan to partners in their Simandou iron ore project, one of the richest and thus far untapped projects globally. We saved a deep diving special for Besra Gold (BEZ), a truly fascinating story for the Money Miners to tune into! 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: Terra Capital – Specialist Investment manager in the natural resources sector Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more JP Search – Recruitment specialists for the financial world K-Drill – Safe, reliable, and productive surface RC drilling SMEC Power & Technology – Electrical specialists for the mining industry 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 Chapters:(0:00) Preview(0:49) Intro(4:19) Gina edges even higher on Liontown(8:00) BHP sticking to their guns with Nickel(11:29) Will Simandou finally become a Mine???(20:02) Trav Smells Something Curious at Besra Gold!
In this podcast, Mark Beyer and Mark Pownall discuss house prices; interest rates; Monadelphous buy; Tasmea IPO; infrastructure blowouts; Liontown; VGW; interesting property deals; labour market shortages and IR reform.
Tom Zaunmayr and Jack McGinn discuss the challenges facing Indigenous teens in the Mid West. Plus: McGowan's new gigs; Rinehart increases Liontown stake, and Fremantle police complex approved.
No quiet Friday at Money of Mine with plenty of news from the world of mining to chat about today. We launched into MinRes (MIN) upping the stakes, now raising US$1.1B in a bond offering to global investors. Liontown (LTR) updated the market with a poorly kept secret that the capex bill had jumped, plus news that DSO was no longer on the cards. The ACG Acquisition Co SPAC revealed that its deal to buy 2 Brazilian mines from Appian was no more while Lithium Power (LPI) responded to media speculation regarding a potential transaction with Chilean state-owned copper giant Codelco. IsoEnergy & Consolidated Uranium decided they'd get together in a Canadian uranium merger as well as Sovereign (SVM) sharing (yesterday) its PFS for its rutile and graphite project in Malawi. To round off a big week Core Lithium (CXO) provided a much needed positive update and figures from its first financial year as a producer. 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: Terra Capital – Specialist Investment manager in the natural resources sector Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more JP Search – Recruitment specialists for the financial world K-Drill – Safe, reliable, and productive surface RC drilling SMEC Power & Technology – Electrical specialists for the mining industry 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 Timestamps:(0:00) Preview(0:35) Intro(1:59) MinRes upping the stakes(7:22) Liontown capex jumps(14:26) ACG SPAC deal falls through(16:41) Lithium Power jumping on media speculation(19:51) IsoEnergy & Consolidated Uranium getting together(23:10) Sovereign PFS for BIG Malawian mine(26:23) Core Lithium finally share good news
Claire Tyrrell and Jack McGinn discuss virtual reality innovation making its mark in the world of real estate. Plus: public transport trial; Rottnest Island refurbishments, and Liontown cost creep.
In this podcast, Simone Grogan and Jack McGinn discuss Woodside's big week; Qantas hearing; Mineral Resources; De Grey; Liontown; South Perth's timber tower; and plans for an ex-premier's house.
We had a big news day, though we were left with plenty of questions. MinRes (MIN) announced plans for a US$850m debt offering to fill the coffers, whilst Gina's stake of lithium developer Liontown (LTR) rose to 10.7%. We had a yarn about the sorry stake of the zinc market resulting in the unfortunate decision some miners are having to make, putting their assets of care and maintenance. Black Cat (BC8) revealed a funding plan for Paulsens restart while Strandline (STA) changed their leadership in an attempt to address their ramp up struggles. Coronado (CRN) is now majority owned by a Czech billionaire and lastly Lindian (LIN) the rare earths developer announced and off-take agreement with a London based commodity trader. 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: Terra Capital – Specialist Investment manager in the natural resources sector Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more JP Search – Recruitment specialists for the financial world K-Drill – Safe, reliable, and productive surface RC drilling SMEC Power & Technology – Electrical specialists for the mining industry 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 Timestamps:(0:00) Preview(0:28) Intro(3:24) Dividends being issued this week(3:54) MinRes fill up the war chest with US$850m(13:02) Gina inches up on Liontown's register(19:01) Zinc miners having a tough time(25:04) Black Cat secures Paulsens funding(37:11) Strandline leadership shake up(39:44) 51%-stake in Coronado changes hands(42:05) Lindian locks in off-take agreement
In this week's Talking Wealth Podcast, Janine discusses the proposed takeover of Liontown by a US company and shares her tips on takeovers for investors. She also gives her perspective on Gina Rhinehart's decision to increase her stake in the stock.
Upfront Investor Podcast: Weekly Australian Stock Market Update | Trading and Investing Education
In this week's Talking Wealth Podcast, Janine discusses the proposed takeover of Liontown by a US company and shares her tips on takeovers for investors. She also gives her perspective on Gina Rhinehart's decision to increase her stake in the stock.
We get into the weeds of how Harvest Lane eek out returns year in year out through announced M&A deals and corporate events in this interview with PM, Ben Bailey.Their strategy contrasts greatly with many previous guests on Money of Mine, so it was a great opportunity for us to get up to speed with an important player in the world of ASX corporate deals. 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:Terra Capital – Specialist Investment manager in the natural resources sectorAnytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreJP Search – Recruitment specialists for the financial worldK-Drill – Safe, reliable, and productive surface RC drillingTopdrill – Drilling into the future Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALDFollow Money of Mine on YouTubeFollow Money of Mine on TwitterFollow Money of Mine on LinkedInFollow Money of Mine on Instagram Chapters:(0:00) Preview(1:01) Intro(4:19) Ben Bailey Hoins Us(8:39) What is the Harvest Lane strategy?(14:23) Is it Value Investing?(18:10) Corporate events you're attracted too?(22:15) The different takeover mechanisms and what they mean(26:11) Why didn't Liontown trade at $3 a share?(30:22) Mincor Wyloo trading dynamic unpacked(35:20) Portfolio Management with this Strategy(38:30) Using the RBA cash rate as the Benchmark(42:04) Shorting the Bidder to Hedge Market Exposure(44:05) PRN / DDH Scrip Dynamics and DVP / ESS(47:19) Deal sweeteners & counterbids!(54:07) Getting Active: IGO / Western Areas(56:40) Orecorp / Silvercorp Merger(1:02:02) Ramelius / Westgold / Musgrave Case Study(1:05:00) DDH / Perenti Kicker Possibility
Tony Ottaviano is the CEO of Liontown resources. This episode was recorded at Liontown's offices in Perth, Australia the day after I visited their Kathleen Valley project. Topics: Building a culture Alignment The onboarding experience Relationship with the Tjiwarl The Dragonfly camp design Using renewable energy Empowerment Documentation & control Operational readiness Supply contracts / customer visits The Albemarle deal Going downstream? Price Where to next? Peak Australia LCE production Rapid fire
There were multiple fascinating stories for us to pick apart today. First up, the big news of the day was at Delta Lithium (DLI), with their largest shareholder Mineral Resources (MIN) having inserted two people onto the board and David Flanagan leaving the company. We received confirmation that Gina has picked up a stake of slightly under 8% in Liontown (LTR), which spurred a lithium consolidation debate. Develop (DVP) caught our eye with a mine plan study for Woodlawn whilst we rounded off a good day with Predictive Discovery (PDI) releasing some results from their chunky Bankan gold project in Guinea! 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: Terra Capital – Specialist Investment manager in the natural resources sector Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more JP Search – Recruitment specialists for the financial world K-Drill – Safe, reliable, and productive surface RC drilling SMEC Power & Technology – Electrical specialists for the mining industry 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 Timestamps (0:00) Preview(0:58) Intro(3:22) Unpacking the changes at Delta Lithium!(21:56) Gina confirmed as ~8% holder of Liontown(29:10) Develop outlines its plans for Woodlawn(35:24) When will West African stocks be attractive again?
First up today we discuss certain points put forward by Chalice Mining (CHN) on the back of our analysis to their much-anticipated scoping study. Tietto (TIE) was next up, having to retract their production schedule and African Down Under presentation having not released the relevant resource model, while Syrah (SYR) announced a loan commitment of us to US$150m from a US government institution. Calidus (CAI) is contemplating pressing GO on Blue Spec and Liontown (LTR) round off the days talking points by granting Albemarle (ALB.nyse) due diligence and exclusive access. 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: Terra Capital – Specialist Investment manager in the natural resources sectorAnytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreJP Search – Recruitment specialists for the financial worldK-Drill – Safe, reliable, and productive surface RC drillingSMEC Power & Technology – Electrical specialists for the mining industry Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group.Subscribe to our weekly newsletter HOOTEROO HERALDFollow Money of Mine on YouTubeFollow Money of Mine on TwitterFollow Money of Mine on LinkedInFollow Money of Mine on Instagram Chapters:(0:00) Preview(0:40) Intro(4:08) Chalice's rebuttals to our analysis(18:47) Tietto retracts last week's announcements(19:56) Syrah receives US agency loan commitment(23:21) Calidus contemplates pressing GO on Blue Spec(29:33) Liontown one step closer to Albemarle takeover
Mark Pownall and Jack McGinn discuss a spate of investment in the downstream battery materials sector in Western Australia. Plus: Cook backs resources sector; Western Suburbs schooling, and Liontown opens up for Albemarle.
What an honour to interview the global “Legend of Lithium”, Joe Lowry. This bloke has been in the Lithium industry for 30 years and also hosts the Global Lithium Podcast. We chatted everything Lithium both within Australia and around the world. There is no better guru to take note from when looking at Lithium. Joe doesn't hold any punches either, especially on what he thinks about certain companies. Enjoy Money Miners. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: Terra Capital – Specialist Investment manager in the natural resources sector Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more JP Search – Recruitment specialists for the financial world K-Drill – Safe, reliable, and productive surface RC drilling Topdrill – Drilling into the future 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 Timestamps:(0:00) Preview(1:00) Intro(3:07) Welcome Mr Lithium(4:55) Where did Mr Lithium come from?(7:06) Mainstream lack of Lithium understanding(10:05) Lithium pricing(17:08) Will DLE disrupt the cost curve?(20:03) Why are BHP avoiding the Lithium market?(26:12) How long will it take for Lithium prices to stabilise?(28:08) Are Albemarle a good Lithium operator?(32:41) Going downstream(35:22) Lets talk Mineral Resources(38:46) IRA and Lithium(44:59) Livent Allkem merger(50:03) Albemarle's M&A approach(51:52) Is the Min Res Bald Hill Agreement a timely coincidence?(54:37) Who has a Lithium strategy that Joe respects?(59:14) What is Joe's most contrarian view in the Lithium market?(1:01:45) Will Leo Lithium survive?(1:04:05) Are Albemarle exposing themselves bidding for Liontown before ramp up?(1:05:18) Will Min Res consolidate the Goldfields region?(1:10:03) Joe's view on Pilgangoora
We had a few interesting stories catch our eye today, with the Liontown (LTR) on-market action coming first up. Then, it was on to Sandfire (SFR) with their contract award to Perenti (PRN), plus an outlook MATSA & Motheo and a gripe with equity research. We round off with a recap of the latest uranium news and a bit of a dive into Boss Energy (BOE) and Peninsula Energy (PEN). 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:Terra Capital – Specialist Investment manager in the natural resources sectorAnytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreJP Search – Recruitment specialists for the financial worldK-Drill – Safe, reliable, and productive surface RC drillingTopdrill – Drilling into the future 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 YouTubeFollow Money of Mine on TwitterFollow Money of Mine on LinkedInFollow Money of Mine on Instagram Chapters:(0:00) Preview(0:53) Intro(3:44) Liontown (LTR) Deal Plot Twist(12:44) Sandfire (SFR) Contract & Future(25:15) Uranium Market + Look at BOE & PEN
Liontown Resources, the Australian lithium miner, has received a sweetened $6.6 billion acquisition offer… which its board recommends accepting. APRA has come down hard on Australian super funds after they were too slow to revalue tech companies, including Canva. Hilton Worldwide's Australian arm is facing off with the ATO over alleged unpaid taxes. — Build the financial wellbeing of your team with Flux at Work: https://bit.ly/fluxatwork Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.See omnystudio.com/listener for privacy information.
Today was a show for the lithium faithful with news from corners of the world. American chemicals company Albemarle came in (again) for Liontown (LTR), this time tabling a $3 per share takeover bid which appears to have finally won over the LTR board. More details emerged regarding the hunt for Bald Hill (Alita Resources), with the rumour mill flying and administrators + receivers not seeing eye-to-eye. The drama continued with Leo Lithium (LLL) emerging from a roughly 2 month suspension and down 50% to boot. The market clearly didn't take a liking to the cancelling of the DSO, potential changes in ownership (regarding Mali's new mining code) as well as a potential tax/import duty bill. Argosy (AGY) shared an update on its Argentinian Rincon project as well as Hastings (HAS) changing CEO's, to round of a full day of news! 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: Terra Capital – Specialist Investment manager in the natural resources sector Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more JP Search – Recruitment specialists for the financial world K-Drill – Safe, reliable, and productive surface RC drilling Topdrill – Drilling into the future 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 Timestamps:(0:00) Preview(0:53) Intro(3:40) Liontown gets its $3 bid!(15:59) The Bald Hill takeover story gets juicer(24:17) Leo is finally out of suspension – & down 50%(37:11) Argosy producing at Rincon(38:08) Leadership change at Hastings to turn the ship
The market was up today, largely thanks to the materials and energy sectors. It was another troubling day for Qantas today, hitting an 11 month low. Lithium miner Liontown was on top today after an update about a potential takeover. The U.S. and Canadian markets will be closed tonight for a public holiday but a busy day locally tomorrow with the rate decision out. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.
General Advice Only
The US market was closed on Monday for the labour day holiday.Over in Europe, markets closed lower in the region on Monday with the STOXX600 closing flat, while Germany's DAX fell 0.1%, the French CAC lost 0.24% and in the UK the FTSE100 lost 0.16%. European Central Bank President Christine Lagarde said it will be critical for central banks to pin their inflation targets at a period where fluctuations in the likes of energy prices and geopolitical activity are factored in, according to Reuters.Germany's trade data released on Monday showed a 0.9% month-on-month decline in exports in July while imports rose 1.4%, leading to a decline in Germany's trade surplus to 15.9 billion euros from 18.7bn euros in June and well below the consensus forecast of a slight dip to 18 billion euros.Locally, the ASX started the week in positive territory with the key index closing the first trading session of the week up 0.56%, continuing the momentum from last week's 2.29% rise.Yesterday, the key index rally was fuelled by materials stocks rising almost 2% amid optimism of further stimulus out of China increasing demand outlook for iron ore. Energy stocks also lifted to start the week in the green as the price of oil trades 6.57% higher over the last week amid fears of possible production cuts from Moscow.The story of the local session yesterday was lithium miner Liontown Resources receiving an upgraded takeover bid from US chemicals giant, Albermarle, valuing Liontown at $6.6bn. The initial takeover offer of $2.50/share was rejected on the grounds of value however the Liontown board is reportedly considering the revised $3/share offer and has granted Albermarle a ‘limited period of exclusive due diligence'. Following the offer news, Liontown shares traded 9.5% higher around $2.87/share.On the other end of the market, Sky City tumbled 15% yesterday after the casino and entertainment company revealed its operating licence may be suspended in New Zealand for 10 days by New Zealand's Department of Internal Affairs for failure to comply with the responsible gaming program. As we near the end of reporting season, 385 companies have reported with 28.8% beating estimates, 43% meeting estimates and 27.8% missing estimates. What to watch today:Ahead of the local trading session here in Australia the SPI futures are expecting the local index to open 0.26% lower on Tuesday.On the commodities front this morning, oil is trading 0.44% higher at US$85.93/barrel, gold is flat at US$1938.56/ounce and iron ore is down 0.43% at US$117/tonne.Stocks trading ex-dividend today include Pilbara Minerals (ASX:PLS), Yancoal (ASX:YAL), Northern Star Resources (ASX:NST), Codan Limited (ASX:CDA), Corporate Travel Management (ASX:CTD), Clinuvel Pharmaceuticals Limited (ASX:CUV)and Origin Energy (ASX:ORG). Trading Ideas:Bell Potter has downgraded Liontown Resources (ASX:LTR) to a hold from a buy and maintain a 12-month price target of $3.85 on the lithium miner following the receipt of an upgraded takeover bid from Albermarle of $3/share. Albermarle has declared this is its best and final offer unless a superior proposal is received. The Liontown board has granted Albermarle a limited period of exclusive due diligence and according to Bell Potter, intends to unanimously recommend the proposal in the absence of a superior offer and subject to an independent expert opinion.And Trading Central has identified a bullish signal on Coronado Global Resources (ASX:CRN) following the formation of a pattern over a period of 15-days which is roughly the same amount of time the share price may rise from the close of $1.66 to the range of $1.76-$1.78 according to standard principles of technical analysis.
Today we have swapped out JD (who is still enjoying his Melbourne oat lattes) for Alexandra Gelevitis aka Ally G. She brings with her some impressive knowledge of the industry accrued from 5+ years investment banking and we leverage that intellect to take a guess at what the next deals could be in the gold space which is prime for consolidation. Plus Matty unpacks the announcement that Byrnecut won the Liontown contract (ASX:LTR) and we ask the question if there is a funding gap. And we take a look at the myriad of capital raisings hitting the ASX at 12 month share price lows. 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: Terra Capital – Specialist Investment manager in the natural resources sector Anytime Exploration Services – Exploration workers, equipment, core cutting/storage plus much more JP Search – Recruitment specialists for the financial world K-Drill – Safe, reliable, and productive surface RC drilling Topdrill – Drilling into the future 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) Preview(0:41) Introduction(5:01) Min Res confirmed the buyer of Delta(7:21) Core Lithium with $100m Raise(10:58) Nickel Capital Raisings(11:55) 29M Raise Rumour Retracted(13:41) Liontown gives job to Byrnecut + funding implications(24:51) We Speculate on the Gold M&A wave
Sunshine Metals Ltd (ASX:SHN) managing director Damien Keys joins Proactive's Elisha Newell to discuss high-grade precious and base metal hits from the Liontown Project in North Queensland. The latest diamond assays revealed up to 7 metres at 2.5 g/t gold, 11.9% zinc and 5% lead for 18.6% zinc equivalent, confirming the asset's resource growth potential. Moreover, Keys says high grade copper-gold in Liontown's underdrilled footwall lodes are a promising sign as the company gears up for a resource upgrade in late 2023. #ProactiveInvestors #SunshineMetals #ASX #Copper #Gold #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews
This is a live recording from the main stage of Resources Rising Stars conference on the Gold Coast, between Read Corporate Managing Director Nicholas Read and Australia's newest billionaire Tim Goyder. They chatted about what made Liontown so successful, the great lithium discovery, their takeover approach from Albermarle and his philosophy on making money for shareholders through small and mid-cap resources companies. Tim calls a spade a spade and put on a great show for investors. ---- Produced by Resource Media ---- The Hole Truth is a product of Read Corporate. Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions.
Live from the Resources Rising Stars conference on the Gold Coast, Bell Direct's Market Analyst, Grady Wulf, sat down with Liontown Resources (ASX:LTR) Chairman and mining magnate, Tim Goyder to discuss updates on the Kathleen lithium project, the Albemarle takeover and the company's outlook for the next 12 months. Hear it from the Helm here, as we collaborate with Resources Media to bring you the From the Helm Live at the RRS2023.In this video Tim discusses:(0:32) The Kathleen lithium project's journey from discovery to development(1:15) How the lithium price and outlook affects near and long term outlooks for Liontown and the Kathleen Valley(2:46) An update on the Kathleen Valley project's timeline and budget(3:27) His thinking on the US Inflation Reduction Act and expanding refining capacity ex China(4:10) His thoughts on the Albermarle offer(4:53) Why investors should invest in LiontownNote: This interview was filmed yesterday, 16 May 2023.
Senior journalist Jack McGinn and senior editor Mark Beyer discuss the state of play for resources sector in Western Australia. Plus: hydrogen billions; federal rent assistance and Liontown's big contract.
Howard and Rodney unpack Q1 Scoreboards and news flow following a major short squeeze in many lithium shares caused by Liontown's rejection of Albemarle's $3.4B cash bid. #lithium #Tesla #electricvehicles Index: 0:00 - 02:55 Initial debriefing Albemarle's hostile bid for Liontown. 02:56 - 03:45 Q1 Lithium Scoreboard 03:46 - 08:28 Ford's Jim Farley on securing supply 08:29 - 12:05 Sigma and Valuation 12:06 - 13:20 Further discussion of Albemarle's hostile bid for Liontown. 13:21 - 14:47 A note on AVZ 14:48 - 18:35 CME Hydroxide contract, and why are spot prices falling so much? 18:36 - 21:01 Will commodity traders step into the market? 21:02 - 25:38 Unpacking the recent IRA guidance 25:39 - 34:25 Ford's JV, CATL and recent price drops in lithium 34:26 - 35:59 Concluding words *THANK YOU to everyone who joined us at Canada Rocks, and to our Patrons for supporting the channel.* If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. Register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at www.patreon.com/rockstockchannel ----- DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity's website www.rkequity.com Intro and outro audio credit: Jamie Klein
Following Liontown's rejection of $3.5bn acquisition bid from Albemarle, Howard and Rodney discuss what to expect next from M&A in WA. PLUS check out our selection of not-to-be-missed highlights from Canada Rocks, our first ever (100% virtual) conference - which took place on March 21. #lithium #Tesla #electricvehicles Index: 0:00 - 05:01 A word on Liontown's rejection of Albemarle bid and introducing the Greatest Hits! 05:02 - 08:25 Key takeaways from Howard Klein's Welcome Address 08:26 - 11:13 Ken Brinsden's Fireside Chat: "You're outwardly disagreeing with Elon Musk!" 11:14 - 14:27 Sayona's exciting production milestones 14:28 - 16:49 Piedmont's audacious production ambition and Sayona partnership 16:50 - 20:07 Patriot on CV-5's large scale and larger possibilities 20:08 - 21:54 Winsome's upcoming news flow and drilling results? 21:55 - 25:38 Critical Element's opportune target price & a look towards the future spot price 25:39 - 27:36 Sarah Maryssael of Livent on the energy transition and significance of Quebec's lithium production 27:37 - 29:57 Allkem on James Bay's approval and project merits 29:58 - 32:20 Frontier's runway to 100m tonnes 32:21 - 34:38 Should Albemarle or Pilbara buy Sigma to preserve the spodumene duopoly? 34:39 - 44:09 Lithium Americas: A valuation analysis. Much more M&A activity to come? *THANK YOU to everyone who joined us at Canada Rocks, and to our Patrons for supporting the channel.* If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. Register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at www.patreon.com/rockstockchannel ----- DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity's website www.rkequity.com Intro and outro audio credit: Jamie Klein
Today is the first episode in our brand new format. We'll be covering the news and announcements that are moving Australian mining companies each weekday. In this episode we'll discuss the latest news in Wyloo's bid to acquire Mincor Resources, Anax's Whim Creek DFS, Alto Metal's resource upgrade and what we've been hearing about the Liontown takeover debate. All Money of Mine episodes are for informational purposes only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.
He's already made two world-class discoveries, including Liontown's lithium monster, but Minerals 260 MD David Richards is hungry for the hat-trick. He talks about his successful career in the field, the strong potential at Minerals 260's Moora gold-copper project in WA and his hopes for his first hole-in-one on the golf course. ---- Produced by Resource Media ---- The Hole Truth is a product of Read Corporate. Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions.
In this week's episode, Tony, James and Anthony discuss how Fortress Australia will resist the global banking crisis, why the bid for lithium miner Liontown is the funnest takeover fight of the year, and we bid farewell to the longest-serving Chanticleer columnist. This podcast is brought to you by PGIM.See omnystudio.com/listener for privacy information.
Qantas and Virgin are being called out for gatekeeping Sydney Airport's runways. Lithium miner Liontown Resources has rejected a $5.5 billion takeover bid from US giant Albermarle because Liontown reckons it's worth more. Alibaba plans to split its $328 billion empire into six smaller units - for future growth…. and to keep the Chinese government on side. --- Build the financial wellbeing of your team with Flux at Work: https://bit.ly/fluxatwork Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance --- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.See omnystudio.com/listener for privacy information.
Lundin Mining entered into a binding purchase agreement with JX Nippon Mining & Metals to acquire a 51% interest in Lumina Copper which operates the Caserones copper-molybdenum mine in the Atacama region of Chile. Albermarle's offer to purchase Liontown Resources was rejected. Heliostar has closed its transaction to purchase the Ana Paula project in Mexico. Exploration results from Red Pine and EV Nickel. We'd like to thank our sponsors: Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. ASCU is an early-stage copper developer and explorer of the Cactus Mine and its satellite project, Parks/Salyer, both situated on a 4km mine trend on private land in Arizona's porphyry copper district. Opportunity for significant growth and scale exist along the trend, while future capex requirements outlined in the Cactus PEA benefit from significant onsite and nearby access to infrastructure. The Company is led by an executive management team and Board which have a long-standing track record of successful project delivery in North America. For more information, please visit www.arizonasonoran.com. Fireweed Metals is advancing 3 different projects within the Yukon and Northwest Territories, including the flagship Macmillan Pass Project, a large zinc-lead-silver deposit and the Mactung Project, one of the largest and highest-grade tungsten deposits in the world. Fireweed plans to advance these projects through exploration, resource definition, metallurgy, engineering, economic studies and collaboration with indigenous people on the path to production. For more information please visit fireweedmetals.com.
Drei Branchen stehen in der neuen Folge Maydorns Meinung im Fokus: Der Banken-Sektor, die Automobilbranche und Lithium-Unternehmen. Zu Beginn analysiert Börsenexperte Alfred Maydorn das neueste Bankenbeben, ausgelöst durch die Deutsche Bank. Außerdem im Fokus: First Citizens, Tesla, Ford, BYD, VW, Liontown, Standard Lithium, Li-FT Power Hinweis: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlageempfehlungen dar. Die Moderatoren oder der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen.
Takeover bids send United Malt and Liontown shares soaring, warnings that retail sales are dropping to recession levels. Plus, regulators reiterate that the local banking sector is safe. See omnystudio.com/listener for privacy information.
A number of Australian economists are now expecting a 25-basis point rate hike in April following the release of Australian retail sales data for February indicating a rise of 0.2% for the month or 6.4% from February 2022, on the back of a 1.8% rise in January. The retail data shows consumers are still spending despite the increasing cost of living pressures down under, with $35.14bn spent last month. Department stores had the biggest increase in monthly turnover, while household goods retailing remained flat which isn't great news for the likes of Temple & Webster (ASX:TPW) and Nick Scali (ASX:NCK). UBS though, is adamant the RBA won't hike rates at next week's meeting but will instead hike by 25-basis points in May. Australia's consumer price index or inflation data is out today for February which will give a greater insight into how successful the RBA's monetary tightening policy has been to date and will give the RBA a better idea of whether a pause or hike is most appropriate at next week's interest rate meeting.Locally yesterday, the ASX rallied 1.04% led by a surge in energy stocks, with the sector jumping over 4%. Lithium mining and production companies felt some much-needed relief yesterday following a recent sell-off amid declining demand outlook. The reason for yesterday's boost in lithium stocks was due to lithium giant Liontown Resources (ASX:LTR) announcing it had received and rejected a takeover offer from Abermale, the world's largest lithium producer, in a deal worth $5.5bn on the grounds of the offer substantially undervaluing Liontown and its assets. The announcement sent shares in Liontown soaring 68.5%.Over in New York, Wall St had a mixed session on Tuesday as rising bond yields placed pressure on high-growth technology stocks. The yield on the 2-year U.S. Treasury note climbed back above 4%, which makes future profits for growth companies, less attractive as higher rates mean that earnings years from now are worth less today. The Dow Jones ended Tuesday's session down 0.12% while the S&P500 lost 0.16% and the tech-heavy Nasdaq took the biggest hit ending the session down almost half a percent.In Europe overnight, investor concerns over the unfolding banking crisis in the region led to a muted trading day across the key markets in Europe. Germany's DAX closed up just 0.09%, the French CAC added 0.14% and, in the UK, the FTSE100 rose just 0.17%.What to watch today:Ahead of the local trading session the SPI futures are anticipating the local market will open 0.37% lower to start the midweek trading session.On the commodities front, oil has advanced 1.10% to trade at US$73.6/barrel amid supply concerns held after a legal dispute halted around 400,000 barrels a day of oil exports from the Ceyhan Port in Turkey this week. Gold is up 0.84% at US$1973/ounce and iron ore is flat at US$122.50/tonne.The Aussie dollar is buying US$0.67, 87.58 Japanese Yen, 54 British Pence and NZ$1.07.Trading Ideas:Bell Potter has downgraded its rating on United Malt Group (ASX:UMG) from a buy to a hold and have significantly increased the price target on the company from $4.25 to $5.00 following the company announcing it has entered into a process and exclusivity deed with Malteries Soufflet for the takeover of UMG in a deal worth $1.5bn. Bell Potter sees the takeover offer and subsequent share price rise by 30% after the announcement well exceeds Bell Potter's passive valuation for UMG and therefore justifies the downgrade to a hold from a buy rating.Trading Central has identified a bullish signal on AMP Limited (ASX:AMP) following the formation of a pattern over a period of 27-days which is roughly the same amount of time the share price may rise from the close of $1.06 to the range of $1.17 to $1.19 according to standard principles of technical analysis.
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*** Who can take on the Kathleen Valley Underground Mining contract? *** Welcome to Channel Mine News, the go-to “in your ears” Mining news source for all the multi-taskers out there. In today's episode, we cover: Liontown (LTR) capex rising by 60% for Kathleen Valley Who will be the front runners for the Kathleen Valley Underground Mining contract? Red Dirt (RDT) release their maiden assays for Yinnetharra If you would like your company to be a part of Channel Mine News, get in touch with me via matt@lifeofminepodcast.com ***DISCLAIMER*** All Channel Mine News episodes are for information only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. **************** Buy all your Life Of Mine Merch here Life Of Mine LINKS Follow on LinkedIn Follow on Twitter Subscribe on Youtube Follow on Facebook Follow on Instagram Follow on TikTok Make sure you subscribe to Life Of Mine wherever you get your Podcasts (links below): APPLE SPOTIFY GOOGLE AMAZON MUSIC PODBEAN
In this inaugural podcast for 2023, Howard and Rodney dive deep into the news flow: what's been happening recently with Tesla, M&A activity and (of course) some words on supply, demand and price. 0:00 - 6:05 Diving into the most recent newsflow. 6:06 - 12:11 Rodney Responds: Will there be a structural deficit? Discussing the demand and price outlook for 2023. 12:12 - 17:02 Bullish on 2023- what about 2024? Digesting the news. Global Lithium. 17:03 - 20:14 Potential pay offs: Good drilling, a low-cost Tesla and upstream deals (Ford, GM, Livent, Liontown). 20:15 - 24:14 What will they talk about at Tesla's Investor day!? Nouveau Monde in Graphite. 24:15 - 30:30 Understanding the RK Equity Scoreboard for 2023. Winsome Resources' Skyrocketing Stock. Galan & LPI. 30:31 - 33:59 Closing words on capital raising, M&A and this year's outlook. #Lithium #Tesla #electricvehicles Register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe to Rock Stock Channel on YouTube to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at www.patreon.com/rockstockchannel ----- DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity's website www.rkequity.com Intro and outro audio credit: Jamie Klein
Welcome to today's episode of Channel Mine News, the go-to “in your ears” Mining news source for all the multi-taskers out there. In today's episode, you'll hear about: Comparison of Liontown's (LTR) Kathleen Valley Lithium mine in AUS to Leo Lithium's (LLL) Goulamina Lithium mine in MALI There is plenty of substance to this comparison, with varying Mining methods, on site processing and sovereign risk all coming into play. If you would like your company to be a part of Channel Mine News, get in touch with me via matt@lifeofminepodcast.com ***DISCLAIMER*** All Channel Mine News episodes are for information only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. **************** Buy all your Life Of Mine Merch here Life Of Mine LINKS Follow on LinkedIn Follow on Twitter Subscribe on Youtube Follow on Facebook Follow on Instagram Make sure you subscribe to Life Of Mine wherever you get your Podcasts (links below): APPLE SPOTIFY GOOGLE PODBEAN
Welcome to today's episode of Channel Mine News, the go-to “in your ears” Mining news source for all the multi-taskers out there. In today's episode, you'll hear about: Comparison of Liontown's (LTR) Kathleen Valley Lithium mine in AUS to Leo Lithium's (LLL) Goulamina Lithium mine in MALI There is plenty of substance to this comparison, with varying Mining methods, on site processing and sovereign risk all coming into play. If you would like your company to be a part of Channel Mine News, get in touch with me via matt@lifeofminepodcast.com ***DISCLAIMER*** All Channel Mine News episodes are for information only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. **************** Buy all your Life Of Mine Merch here Life Of Mine LINKS Follow on LinkedIn Follow on Twitter Subscribe on Youtube Follow on Facebook Follow on Instagram Make sure you subscribe to Life Of Mine wherever you get your Podcasts (links below): APPLE SPOTIFY GOOGLE PODBEAN
The local market started the week in negative territory, closing the session down 0.42% as a sharp sell-off in energy stocks weighed on the key index driven by commodity prices plunging. Oil retreated to its lowest level since 2021 today, amid unrest in China as large crowds gathered in Shanghai, Beijing and Wuhan to protest over the harsh COVID-19 restrictions in the region. Sentiment in the oil market has remained a key focus in recent times amid concerns over demand in China, the world's largest importer of crude oil. The price of oil has also been impacted in recent days as the EU continues to negotiate over a price cap on Russian oil. Across the other commodities, gold is trading 0.31% lower at US$1750 per ounce, while iron ore is up 2.53% at US$101.50 per tonne.RBA governor Philip Lowe has this morning apologised to Australians who took out mortgages expecting interest rates to stay unchanged through 2024. Mr Lowe said the RBA had failed by not making it clear that its commentary about steady interest rates was heavily conditional on the state of the economy.Investors continued selling out of lithium stocks today on concerns demand for electric vehicles in China is weakening after EV registrations in China plummeted by more than a fifth in October from September.The winning stocks today were led by New Hope Corporation (ASX:NHC) adding 5.4%, Whitehaven Coal (ASX:WHC) rallying almost 4% and Brickworks (ASX:BKW) ending the day up 3.2%. And on the losing end, Healius (ASX:HLS) took the biggest hit today, falling just over 10%, while Liontown Resources (ASX:LTR) and Ramelius Resources (ASX:RMS) each fell 7.5% and 6.5% respectively.The most traded stocks by Bell Direct clients today were Bendigo & Adelaide Bank (ASX:BEN), Bank of Queensland (ASX:BOQ) and Telstra (ASX:TLS).Preliminary retail sales data for October out today shows consumer spending has declined for the first time in 2022, with sales down 0.2% on September in a sign rising interest rates are starting to have an impact on consumer spending which in-turn is part of the RBA's goal to cool the nation's inflation.The Aussie dollar is buying 66.85 US cents, 55.85 British Pence, 92.61 Japanese Yen and NZ$1.08.
Buy all your Life Of Mine Merch here ► https://lifeofminepodcast.com/shop/ ………………………………………………………………………………………………….. This episode is sponsored by the Go-To Mining Consultant, Entech Mining. Give them a follow on Linkedin at the Entech Linkedin Page ………………………………………………………………………………………………….. Thank you as always to the gurus at Precision Funds Management for providing the knowledge and insight for Channel Mine News. Check them out at precisionfm.com.au if you are a sophisticated investor looking to get some skin in the Mining game. ………………………………………………………………………………………………….. Make sure you check out the full episode of Channel Mine News to hear everything that's been happening in the Aussie Mining Industry. ………………………………………………………………………………………………….. Life Of Mine Socials Follow on Facebook ► https://www.facebook.com/lifeofminepodcast Follow on Instagram ► https://www.instagram.com/lifeofminepodcast Follow on Linkedin ►https://www.linkedin.com/company/life-of-mine/ Follow on Twitter ►https://twitter.com/lifeofminepoddy …………………………………………………………………………………………………. Make sure you subscribe to Life Of Mine wherever you get your Podcasts (some links below): APPLE https://podcasts.apple.com/au/podcast/life-of-mine/id1459208682 SPOTIFY PODBEAN https://lifeofminepodcast.podbean.com/ TUNE-IN https://tunein.com/podcasts/Business–Economics-Podcasts/Life-of-Mine-p1217337/ ………………………………………………………………………………………………….. If you want to promote your business on Life Of Mine, get in contact with Matt via matt@lifeofminepodcast.com
Buy all your Life Of Mine Merch here ► https://lifeofminepodcast.com/shop/ ………………………………………………………………………………………………….. This episode is sponsored by the Go-To Mining Consultant, Entech Mining. Give them a follow on Linkedin at the Entech Linkedin Page ………………………………………………………………………………………………….. Thank you as always to the gurus at Precision Funds Management for providing the knowledge and insight for Channel Mine News. Check them out at precisionfm.com.au if you are a sophisticated investor looking to get some skin in the Mining game. ………………………………………………………………………………………………….. Make sure you check out the full episode of Channel Mine News to hear everything that's been happening in the Aussie Mining Industry. ………………………………………………………………………………………………….. Life Of Mine Socials Follow on Facebook ► https://www.facebook.com/lifeofminepodcast Follow on Instagram ► https://www.instagram.com/lifeofminepodcast Follow on Linkedin ►https://www.linkedin.com/company/life-of-mine/ Follow on Twitter ►https://twitter.com/lifeofminepoddy …………………………………………………………………………………………………. Make sure you subscribe to Life Of Mine wherever you get your Podcasts (some links below): APPLE https://podcasts.apple.com/au/podcast/life-of-mine/id1459208682 SPOTIFY https://open.spotify.com/show/0LsIJIsFh7AhvtAZ09EPcK?si=xDzIHHHKSF-B6TYIPLwADw PODBEAN https://lifeofminepodcast.podbean.com/ TUNE-IN https://tunein.com/podcasts/Business--Economics-Podcasts/Life-of-Mine-p1217337/ ………………………………………………………………………………………………….. If you want to promote your business on Life Of Mine, get in contact with Matt via matt@lifeofminepodcast.com
It's a day that will be remembered for BHP's move to acquire Oz Minerals rather than corporate earnings. The local market inched up 0.07% to 7021, boosted by strong gains across the materials and energy sectors. M&A activity, along with a lessening of global recession concerns following Friday's big US employment beat, clearly benefitting the mining space. Oz Minerals was the standout performer, soaring 35% after swatting away BHP's initial approach. Curiously, Sandfire Resources was also in demand, climbing 7%. Lithium plays Lake Resources and Liontown rose 16% and 7% respectively, while Fortescue Metals jumped 4.6% following a large bounce in Chinese iron ore futures. The gains across resources helped to offset a weaker performance from other sectors, most notably consumer discretionary and REITs; the former reacting to similar moves in US retailers on Friday while the latter was undermined by another big increase in global bond yields. At the individual level, Suncorp and Aurizon were both marked down following the release of their full-year results, falling 4.3% and 3.5% respectively to sit near the foot of the scoreboard. Newscorp slid 3.1% ahead of its results tomorrow. Results from REA Group, Megaport and Coronado Global Resources headline the domestic reporting season calendar tomorrow. The NAB will also release a quarterly trading update.Our top three VODs:BHP must up its offer for Oz Minerals: Jennings'Buying' trending small cap sectors: uranium, gaming and Esports Food price inflation a plus for supermarkets See acast.com/privacy for privacy and opt-out information.
Cautious consolidation following Wednesday's big gains. Who could blame investors with major central bank and earnings events on the horizon? The S&P/ASX 200 traded around breakeven for most of the session before drifting higher into the close, seeing the benchmark climb 0.52% to 6794.3. It was a mixed performance across the sectors with technology again leading the way with an increase of 3.2%. Other long duration sectors fared well with healthcare and communications adding 1.6% and 2.1% respectively. REITs were the exception to the rule, sliding 1% on the back of broker moves. Consumer discretionary chimed in with a gain of 1.4% while financials added 1%. Energy and materials acted as an anchor for the index, falling 2.8% and 0.1% respectively. The weakness in energy coincided with a flurry of quarterly production reports, including from Woodside and Santos. They fell 4.9% and 1.8% respectively to sit near the bottom of the scoreboard. Rio Tinto shed 2.6% on doubts about the scale of near-term capital returns. Telix and Zip put in a polar opposite performance, soaring 20.2% and 15.8% respectively after releasing quarterlies. Kelsian Group jumped 15.8% after pulling the pin on a proposed acquisition Link Administration climbed 12.9% as it recommended a sweetened takeover offer from Dye & Durham. It's been such a saga. Hopefully this is the end. Liontown was another standout, lifting 12.2%. As Elon Musk would say, an “insane” gain.Our top three VODs:Death of retail called too early?It's not a recession the RBA is nervous aboutNine yield, momentum and bargain stock picks See acast.com/privacy for privacy and opt-out information.
The local market edged higher to start the month, helped by a bid in blue chips. There was a clear tilt towards quality names, perhaps reflecting that June is traditionally not great for market returns. The S&P/ASX 20 jumped 1.4%. In contrast, the Small Ordinaries slid 1.7%. Chalk and cheese. Utilities was the laggard, slumping 5.3% as Origin Energy withdrew guidance and warned of “extreme volatility” in thermal coal markets. Unsurprisingly, its shares were smoked, falling 14.6%. Elsewhere, Goldman Sachs' downbeat view on the lithium price outlook had an impact, even if the market reaction was curiously delayed. Pilbara Minerals tumbled 21.9%, Liontown 18.7% while Allkem skidded 16%. The S&P/ASX 200 rose 0.3%, adding 22.8 points to 7234.0. Our top three VODs: Underpriced stocks you need to give a rollTwo sectors providing strength to the economyFour small caps with big pricing power See acast.com/privacy for privacy and opt-out information.
We'd like to say the Budget spurred today's “seventh heaven” winning streak, but the yield curve is more likely responsible for key market moves. The tech sector again responded to lower longer-dated bond yields, although a bump in the industrial sector took out first prize. It seems profit-taking dragged down some popular names like Incitec Pivot, Whitehaven Coal and Liontown. Financials quietly sailed higher on this tide, today up another 0.9%. Overall, the benchmark S&P/ASX200 closed up 50 points, or another 0.7% to 7515 - only a shade below all-time highs.Our top three VODs:A short term pragamatist's Budget I the big pictureThere is (still) no alternative; investing in unprecedented timesIs it time to buy the dip on megatrends? See acast.com/privacy for privacy and opt-out information.
Australia's dominance in the resources space in these volatile times saw the local market open up strongly. Energy and commodities more broadly were bid up at the open, with financials joining the blue-chip exuberance. At the top of the ladder, eight out of the top 10 were resources, including lithium plays AVZ Minerals, Allkem and Liontown. Old-school BHP and Whitehaven Coal also featured. Financials closed up 0.7% higher, with the big five and insurance all closing higher.In contrast, in the wake of FOMC Chair Powell hinting at 100bp of tightening across the next two meetings, growth stocks took a pounding, led by 4-5% declines in Block, Zip and Appen. Overall, the market defied gravity (though lost a touch of steam to the close) with S&P/ASX200 closing up 63 points or 0.9%.Top 3 VODs:Lithium stock picks taking you beyond the commodity super cycle A blockchain fun fact to blow your mindFive contrarian stocks to whet your appetite See acast.com/privacy for privacy and opt-out information.
It was risk on to the close of the session, with the local market closing on the highs of the day up 78 points or +1.1%. Shareholders were in for a treat with it raining dividends today, with numerous top-line companies carving up the balance sheet. Treasury Wine Estates successfully navigated around Chinese tariffs, and investors bid up the price by nearly 12%. CSL also got shareholders' blood pumping, finishing up nearly 9%. Netwealth and EML Payments sat firmly at the bottom of the reporting season ladder. Tanking iron ore prices dragged down BHP, Rio Tinto and Fortescue, the latter also delivering a lacklustre report. Away from reporting season, Tesla's lithium offtake deal with Liontown saw the explorer close almost 18% higher.Out top three VODs:Fortescue's 2030 path to decarbonise is set in stoneIs CSL a buy?Hump day buy, hold, sell See acast.com/privacy for privacy and opt-out information.
It was a wild day on top of a wild week, where midday losses quietly turned into a green close. As oil surged through $90bbl this week the energy sector was today's sector leader, adding 0.7%. Aussie tech found some love after a tough US-led week, ZIP managing to add 3%. Today's top performers were strange bedfellows News Corp, Qantas and Liontown. News Corp at least beat the street to earn its 6% pop. REA flagged a record dividend but early gains were wiped out by the close. ARB was sitting at the bottom of the ladder all day until it was edged out by a 4.5% slide in Seek. Overall, it was a rollercoaster week that tested investor resolve. The S&P/ASX200 closed up 42 points or 0.6% on the day, and is 4% above the January 27 low.Our top three VODs:Sifting through the rubble of Meta's massive missRBA won't admit to trashing housing affordabilityNo need to panic out of right priced equities: Swift See acast.com/privacy for privacy and opt-out information.
Top of the pops was JB Hi-Fi with early metrics outpacing analyst estimates, the share price closing up 7%. The update from Data#3 was a beat compared with October guidance, and it closed up over 13%. At the other end a big miss in Redbubble's update, the share price slashed by over 20%. As the EV wave consumes 2022, Liontown added 6% (Henry Jenning's buy today,) a beacon for the in-demand lithium sector. Cancer drug company Imugene gained 7% on a broker upgrade. The slump in weekly ANZ consumer confidence was eye-watering, let's hope an upbeat employment report later in the week stems the bleeding. Today's price action on the whole was firmly in the directionless basket, the ASX200 closing down 8 points or 0.1%.Our top three VODs: What 'a kettle of hawks' means for stocksThe uranium supercycle is not over yetA decade of opportunities: Monik Kotecha's two big tech big buys See acast.com/privacy for privacy and opt-out information.
In this episode of Virtually Live, Shannon Rivkin Betashares Strong bear Fund (BBOZ) , Novonix (NVX), Siteminder (SDR), and Liontown resources (LTR)
The ASX200 is eyeing a lift of 0.6% at the open.Oil gained 4% rising over US$45 for the first time since the pandemic hit in March.What to watch today:Fisher & Paykel Healthcare (ASX:FPH) reports results today.Fletcher Building (ASX:FBU), Harvey Norman (ASX:HVN), IOOF (ASX:IFL), Kathmandu (ASX:KMD), Pro Medicus (ASX:PME), Shopping Centres Australia (ASX:SCP) and Synlait Milk (ASX:SML) hold their AGMs today.Construction numbers for the quarter are likely to remain negative with the market expecting a drop of 2%.Local trading ideas:Financial software provider Praemium (ASX:PPS), was upgraded as a Bell Potter Buy with an increased target of $0.90, implying 36% upside in a year. Online learning and exam platform, Janison Education (ASX:JAN), was upgraded by Bell Potter to a Buy from a hold with a $0.45 price target, implying 20% upside in a year. Bell Potter says the company is well placed to deliver strong growth over the next 6-12 months. Nick Scali (ASX:NCK), Liontown Resources (ASX:LTR) and Challenger (ASX:CGF) are all showing bullish charting signals according to Trading Central.
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