Money of Mine

We’ve got some big talking points today with MinRes in the media again for various reasons… the question is, who’s incentivised by what story? Deep Yellow (DYL) are doing a big capital raise, but we couldn’t help but ask the question, will it be the last. SolGold (SOLG.tse) also announced eye catching news with an investment agreement in Ecuador while Spartan (SPR) had a less than impressive chang...

Plenty to chat about as Albemarle (ALB.nyse) rattles the tin in a big way whilst 29 Metals (29M) made a change at the top.  The Battle for Nyanzaga rumbles on with OreCorp’s (ORR) AGM being held late last week while First Quantum (FM.t) have had a massive job deleveraging their balance sheet.  When then had a dive into the PGM (or PGE?) market which is having a very tough time before rounding off...

We’ve got a fascinating chat in store for the Money Miners, our chat with Dan Porter of Pure Asset Management. Dan has plenty of experience as an analyst covering resources, mining services and the energy sector to name a few, and he’s now investing with a with a relatively unique strategy.  In our conversation we delve into how he gets the best of both debt & equity, the companies he’s keep a...

Strap yourselves in Money Miners we’ve got a U bonanza.  We chat with Ben Finegold of Oceanwall who’s done nothing but read about uranium for the last 4 years. He’s a wealth of knowledge on Kazakhstan, the sulphuric acid issues, transportation routes (& their importance), the rise of China, the West’s enrichment capacity, alternatives to miners and heaps more. All Money of Mine episodes are fo...

We start with the hottest news of the day, South32 (S32) selling one of their strongest cash producing assets Illawarra.  Next, we dive into Emerald Resources (EMR) half year result showing solid performance in Cambodia couple with a difficult time breaking into Australia.  BHP’s decision to trim jobs came up and the decision making behind this was our next focus, before rounding out on a highly l...

Ora Banda’s (OBM) got the ball rolling today with exploration results, a company update then bang! Capital raise.  Next cab off the rank was West African (WAF) with an update on Kiaka, then Core Lithium (CXO) cancelling their mining services contract followed by a deep dive into two diverging mining services plays, Dynamic (DDB) and Vysarn (VYS).  Sandfire (SFR) received good news for their Black...

Capricorn’s (CMM) ‘record’ half year result got us rolling today as we put a magnifying glass over their hedge book, before we moved onto why there could be much more than first meets the eye when glancing at a $200m block-trade in Yancoal (YAL) stock. As usual we had to give the latest MinRes (MIN) news a bit of thought then we looked into Boss Energy (BOE), which is rapidly approaching first dru...

We’ve got M&A and plenty more potential M&A today.  Newmont (NEM) announced their intention to sell off sub-tier 1 assets, which led us to picking apart Havieron & Greatland Gold (GGP.lon). Then the big deal, Alcoa (AA.nyse) announced their plans to eat up JV partner Alumina (AWC) in a long anticipated deal, for $3.3b.  Lastly, we had a look into Capstone Copper (CSC), pealing back the...

For a weekend special we had a chat with value-investing/social-activist Jeremy Raper.  Jeremy has banking & hedge fund experience as well as writing a popular investing newsletter sharing his insights. He looks for value opportunities with key catalysts that’ll unlock that value for shareholders. We chat about his adventures across plenty of resource plays as well as companies he’s got his ey...

We start off with MinRes’s hotly anticipated half year call, which didn’t disappoint. Then we pealed back the key details from IGO’s call before chatting about what’s happening at Pilbara Minerals (PLS). Some of the figures from Fortescue’s (FMG) had to get a mention before we rounded off with some lithium chat, as Piedmont (PLL) shared they’d sold down their interest in Sayona (SYA).   All Money...

We kick things off today discussing the thoughts that Australia investing giant Phil King has on the resources sector before diving deep into the debacle at Horizonte Minerals (HZM.lse).  Next up we’ll pull the curtain back on Iluka’s (ILU) Eneabba’s progress, which has seen capex blowout massively, then onto the cash printer Mt Gibson (MGX).  We round off with the highlights from Silver Lake (SLR...

First thing on the menu had to be BHP with big decisions looming, before we picked through intriguing trading in 29M’s stock.  Next up Sayona’s (SYA) long awaited Moblan DFS, then a fascinating transaction in Russia with PolyMetals & onto Coronado’s (CRN) half year results. To round us out we chatted about Osino’s (OSI.v) latest bid and a change in leadership at Cyprium (CYM) after just 5 mont...

Romano Sala Tenna is the co-founder of Katana Asset Management, a Perth-based long-only fund. We had a blast picking his brain over what the state of the economy is, how earnings season is shaping up, how interest rates are looking, his positioning in resources business plus several specific companies.  All Money of Mine episodes are for informational purposes only and may contain forward-looking...

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 episod...

BHP gets us rolling today with an announcement on exceptional items (read Nickel West write-down).  South 32 (S32) was next on the block with their half year result and their notable decision to press on at Hermosa.  Wesfarmers (WES) gave an update on Mt Holland which we touched on as well as Whitehaven’s (WHC) half year numbers.  Plus a rapid fire on Capstone, KIN/PNX, OBM + TNC. All Money of Min...

Whispers of more M&A in QLD copper get us going today, with Carnaby (CNB) and Hammer (HMX) is talks.  We then have a chat about 29 Metals 2nd biggest shareholder AusSuper scooping up more stock plus a good run through the half year numbers out of Evolution Mining (EVN).  With more presentations surfacing, we pick apart the highlights from Bellevue (BGL), Westgold (WGX), Ramelius (RMS), Global...

Strike Energy (STX) start us off with a duster of an appraisal well at SE-3 before we take a peek through all the company presentations released as conferences roll on. We touched on Liontown (LTR), Aeris (AIS), Dreadnaught (DRE), Azure (AZS), Stavely (SVY) & Hillgrove (HGO). Horizon Minerals (HRZ) & Greenstone Resources (GSR) tie the knot to fight another day while Rex Minerals (RXM) shar...

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...

Today JD picks the growing brain of Emmanuel Datt on his 4 key lessons investing in the Resources sector. The conversation expands to Emanuel's views on the evolving market dynamics in Lithium, Nickel, Coal, and Iron Ore too. Plus a discussion of some of Emmanuel's views on specific stocks. All Money of Mine episodes are for informational purposes only and may contain forward-looking sta...

We rip into today’s show with the rumours around Mineral Resources (MIN) looking to garner interest in 49% of their Onslow haul road, before we dissected fund manager Ausbil’s decision to dump their long time holding in 29 Metals (29M). Pilbara Minerals (PLS) signed another expanded offtake agreement which drew our attention whilst Wiluna (WMC) gave a production update & Alliance Nickel (AXN)...

JD sat down with Collins St Asset Management’s co-founder and chief investment officer Vas Piperoglou this week to hear about CSAM’s investment style, view of the markets, and companies they’re liking. The conversation branched from contrarianism and conviction to picking beaten-up sectors and investing in thematics. Vas revealed his thinking behind patience in the market, his ardent long-term out...

We rip into today’s show with news that Woodside (WDS) and Santos (STO) have agreed to continue getting to know each other followed by a dive into Kazakhstan’s political situation and what it means for uranium. South 32 (S32) caught the eye following their decision to chase down a royalty last week, which got us pondering whether something could be afoot, whilst a couple goldies in West African (W...

We almost forgot just how much we love Leonora. We love it, clearly Silver Lake (SLR) loves it too. Today they announced a recommended merger with Red5 (RED) which would form a $2.2Bn gold producer headed by Luke Tonkin. We go into all elements of this deal, including what it means for Genesis Minerals (GMD) given their Leonora consolidation strategy. Plus we touch on the rumours of a tie-up betwe...

We interviewed Justin Huhn, founder of the Uranium Insider newsletter, to get up to speed on all things yellowcake.  The conversation ran through what’s the latest from the big players (Kazatomprom & Cameco), how are the Canadian projects shaping up, why the uranium ETF’s have changed the game, the huge role the China plays in the nuclear industry, Justin’s thoughts on the African hopefuls, sp...

With the quarterly season now wrapped up, it’s time for one of our favourite segments… name & shame! We call out those companies who were too sloppy to get their quarterly reports in at a normal time. We then jumped into the gift that keeps on giving, IGO. In a story that involves BHP, S32, Regis, Western Mining and more, you’ll just have to tune in to hear the tale. BCI Minerals (BCI) bumper...