Money of Mine

For our final episode of 2023, we had the great opportunity to chat with two journalists whose work we’ve followed for a long time.   Peter Ker has covered the resources sector for the Fin for over a decade while Anthony Macdonald wrote under the Street Talk banner until this year, when he became a Chanticleer columnist. The duo has a wealth of experience covering M&A, natural resources c...

We have interviewed 9 of the sharpest fund managers in the Natural Resources / Mining investment world to bring the Money Miners some brilliant insight heading into 2024. We ask 4 simple questions. 1. Highest conviction prediction. 2. Most non-consensus prediction. 3. Best performing commodity. And 4. Worst performing commodity. A big thanks to the fund managers contributing to this 2024 predictio...

Plenty of mining news for us to sink our teeth into in our final day for the year (we’ve got some cracking interviews to release in the coming days!)   First cab off the rank is IGO (IGO), who’ve capped a tough year with another poor announcement regarding their Cosmos operation.   Next up we couldn’t help but discuss the news that David Flanagan is back in the arena with Arrow Minerals...

Today’s episode is our first venture into the world of energy.   We brought on the show Thomson Naude to help us investigate the potential mega merger between Santos (STO) and Woodside (WDS), discussing what the key assets are, what the hurdles to deal are and what it would mean to the Australian energy market.   We also discussed the recent M&A in the Perth Basin, why the east &...

We’ve got news from all around the world to see us into Money of Mine’s final week of 2023.   First up was Regis Resources (RRL) who have killed there most talked about aspect by closing out the hedgebook. Then we discussed the latest assay results from Niobium hopeful WA1.   Mali based Leo Lithium (LLL) finally shared some additional news with the market, though coming back on the board...

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 hydroxi...

We’ve got 4 juicy stories for the Money Miners today.   First up we focus in on Latin Resources (LRS) Mineral Resource update from their Salinas project in Brazil before we have a chat about Boss Energy’s (BOE) $200m raising and announcement that they’re making an acquisition.   Next up we talk about Blackstone Minerals (BSX) who’ve shared with the market that they’ve got an option to pu...

We go deep on 2 deals today, first up the big one, Evolution spending up to secure Northparkes.   As the Money Miners would expect, we go deep into all the details, including why they’ve bought it, what the streaming does and what the actual price is.   Our second deal to dive into was the acquisition of the Beyondie potash project by Reward Minerals. Our chief potash expert, Travis Ricc...

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 implicatio...

We round out an eventful week by calling out all those company’s whose shareholders voted down remuneration resolutions for exec’s.   Next up we speak about Euro Manganese’s (EMN) funding announcement to lighten their mood then onto the Balmaine (Ballarat) gold mine administration process.   We say some headlines around “AusSuper going substantial on Pilbara Minerals (PLS)” which we had...

Joe “Mr Lithium” Lowry is back on Money of Mine to discuss all things lithium, excluding the hard rock!   We figured we’ve spoken plenty about the spodumene projects that dominate the West Australian landscape, and it was about time we got up the curve on brines, DLE & sedimentary projects.   Part 1 of our chat goes into what makes up a good brine project, what the stand outs are, wh...

Part 2 of our chat with the Koala!   In this part we delved into what makes an attractive Tier 1 & why majors sell them, whether a metal price bifurcation (on production standards) is realistic, the evolution of the mining buy-side, shareholder activism, (misaligned) incentives as well as our favourite, a punchy under-rated vs over-rated section.   All Money of Mine episodes are for...

The Mintwit enigma “Koala” (@YellowLabLife) came by for a chat on all things natural resources investing.   In this part 1, we dive into what aspects of natural resources investing really catches the Koala’s eye, how the M&A landscape has evolved in mining, what the pros & cons of being active on twitter are (from an investment standpoint), how the lithium market is developing and why...

We start the week chatting about the news that Perseus (PRU) has picked up 19.9% of Tanzanian gold developer OreCorp (ORR), tainting SilverCorp’s (SVM.t) plans for a smooth takeover.   On the theme of African gold, we touch on Tietto Minerals (TIE) target statement, including an Independent Expert Report highlighting that Zhaojin’s bid is not fair and not reasonable.   Wrapping up on Afr...

Money of Mine made an appearance at the much-anticipated AVZ AGM, which was set up for fire works with more directors up for elections than we’ve ever seen before.   We shared our thoughts on the numerous mining companies which have seen their exec remuneration packages voted against by shareholders, then pull apart the latest updates from the EU’s Critical Raw Materials Act + how it impacts...

On part 2 of our fascinating chat with natural resource fund manager Sam Berridge we pulled apart a number of his stock picks, highlighting the potential as well as the pitfalls to watch out for. We discussed whether uranium equities or the physical trusts are a better way to play the nuclear thesis as well as a detailed version of under-rated and over-rated, covering commodities, stocks, ideas an...

We had the opportunity to sit down with Sam Berridge, natural resource fund manager at Perennial, for a wide-ranging chat.   We started on the state of the market & how we got here, then moved onto the influence on the US and what their interest rate decisions mean, followed by discussing how China’s position in commodities and influences has changed over time.   We then delved into...

A brief word on the MinRes buying of Azure stock before we opened up on the continuing woes at Panoramic (PAN).   We had a detailed chat about Teck finally selling their metallurgical coal assets to a consortium made up predominantly by Glencore then onto Assore International’s rejected bid to takeout Atlantic Lithium (A11).   We closed off with a rapid round on True North Copper’s (TNC)...

Azure is getting bid well over $4/share so naturally that got us chatting today. Then, big news out of America that ExxonMobil is “becoming a lithium business”.   We touched on a rare earths IPO that counts both Gina Rinehart & Whitehaven Coal of all groups as shareholders then we broke down the Allkem/Livent merger to answer a couple questions around who’s contributing more and which par...

Plenty to talk about this week with Delta Lithium (DLI) rattling the tin for a big $70m. We dissect the angle that ChrisGina have & what their true intentions with Delta are.   Infinity Lithium (INF) got a mention with the award of an €18.8m (A$31m) grant from the Spanish government to breath some life into the story whilst we tossed up what the fire at the Ozerny mine could mean for the...

We had three deep dives to share today, starting with Delta Lithium’s (DLI) exploration results, where we hone in on whether the metallurgy will present any problems.   Next up we chat about NexGen Energy (NXG) who received provincial environmental assessment approvals, another step on the way to developing the Rook 1 uranium project.   Pantoro (PNR) also made the cut by selling base &am...

We’re in November, which is in addition to being the month of moustaches, is AGM season. And we’ve got Ally GC in the hotseat to get us excited for it.   Wildcat (WC8) is out raising some funds for Tabba Tabba while Sayona (SYA) drops the “Strategic Review” phrase. We rapid fire look at Orecorp’s merger progress, Southern Cross’ drill hits, and Impact Minerals’ (IPT) Scoping Study.   All...

At Money of Mine, we find a way to make even the “slow news days” jam packed with juicy content. To kick things off, we go deep into the financing of a project in a maligned country and in a commodity we have never talked about before. London PE group, Appian, together with Sir Mick Davis’ Vision Blue, are pulling together a finance package that would see Mayur Resources’ (MRL) Central Lime Projec...

We’re back in the rhythm of the daily news and today we discuss whether we buy Albemarle’s public commentary on cooling M&A aspirations. We unpack our thoughts on Chalice’s Met Update to the market and apparent change in development strategy.   We are late to do our usual segment on late quarterlies but just because we were in Sydney doesn’t mean we have forgotten. The companies getting a...

We’re back in Perth and keen to actually talk about the mining news again. We’ve got as fair bit of catching up to do.   To start with, Wildcat stonkers continue. We talk bigger picture with Min Res joining the shareholder group.   Speaking of Min Res, what’s their plan buying Azure shares up to $4 while Gina already has a blocking stake?   Develop’s lithium endeavours grow as the B...