Money of Mine

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 informational...

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 the co...

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 African gold we t...

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 an ASX...

We’ve got a wild one for the Money Miners today, starting with highlights from some AGMs plus an interesting phenomenon for all to look out for.   Next up we cracked into Strandline (STA) who finally gave the market some more news to go off at their troubled Coburn operation.   OreCorp (ORR) was next on our radar after we highlighted a potential cash kicker yesterday, and just one day later look a...

We start off today with a bit of M&A unhappiness as the once happy takeover of OreCorp (ORR) by Canada’s SilverCorp seems to have soured. Next up we had a quick word on Patriot Battery Metals (PMT) drilling from CV9.   AIC Mines (A1M) reserve upgrade for Lens 6 at the Eloise copper mine caught our eye as the company looks to expand the plant and lift production over the coming years.   Copper...

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...

We start off the week by dissecting the capital raisings of Spartan (SPR) and Peninsula (PEN), focusing on some vague & excessive “use of funds” figures.   Next up we look at Glencore making headway on some lithium deals, with Canadian listed Tantalex and ASX play Galan (GLN) on the other side of the table.   We had previous guest Todd Malan drop by to share some punchy thoughts the rumoured I...

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 the growin...

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) capital r...

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 particip...

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 zinc...

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 & battery...

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 Money of...

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 ment...

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 Bill Spodubeamen...

Today we sat down for a chat on all things copper Ben Hooper, of Sandfire, Glencore, BHP & Evolution experience.   We chatted through the full chain from copper in the ground, to the concentrator to the smelters & beyond. We also got into the importance of commodity traders as well as the direction of the supply/demand balance in the market.   Of course, we couldn’t let Ben go without gett...

We had the opportunity to sit down with Mark Cutifani, former CEO of Anglo American, CEO of AngloGold Ashanti, Chairman of De Beers, and current Chairman of Vale Base Metals to name a few.   We covered plenty of ground in our chat from managing your hedge book as a miner, to getting projects built on time, various jurisdictional risks, the emergence of Saudi Arabia, and plenty more.   Enjoy the ya...

As we navigate IMARC (and all the associated BD for the week) we roped a previous guest, Kingsley Jones, onto the podcast to discuss Lynas’ product transit, what it means for rare earth aspirants, and the Azure Minerals dilemma.   We are also joined by Ben Nolan who has been sitting in limbo with other AVZ shareholders for the best part of two years. Ben relays the journey as a shareholder and has...

Part 2 of Anthony Kavanagh on Money of Mine!   In this part of the conversation, we talk all things stocks. We roam across regions and commodities, from lithium in Ghana to gold in the Murchison. And of course, we finished with an over-rated – under-rated section!   Enjoy the yarn!   All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may...

JD had the great opportunity to sit down with Chester AM co-founder Anthony Kavanagh in a jam-packed discussion that we’ll release in 2 parts.   Part 1 of the conversation covered all things Chester, how the portfolio is built, the role commodities play as well as all things macro, from China to India to Australia.   Anthony is a wealth of knowledge with a deep passion for markets, so sit back &am...

All you need to know in the quarterlies for BGL, WA1, PRU, MIN, GMD, SLR, WGX + CAI.   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...

The big takeover has been revealed – SQM bidding at $3.52/share (and also at $3.50) for Azure Minerals (AZS), as predicted by the Money of Mine team!   We welcome onto the show Ben Bailey of Harvest Lane, who lives and breathes M&A, to breakdown the fairly unique deal structure, including the elephant in the room, the Gina-clause.   We also dive into the much-anticipated Pilbara Minerals (PLS)...