Money of Mine

There was plenty of market news that surfaced over the weekend, so we got started highlighting the mining implications, before diving into Bellevue’s quarterly. Next cab off the rank was Fortescue’s acquisition of Red Hawk for about $250m all in, and lastly, we unpacked the consequences on Alphamin from conflict in the DRC. DRC conflict map: https://www.ipisresearch.be/mapping/webmapping/drcongo/v...

AGC is back behind the mic as we dive into a bunch of the goldies including Regis & Westgold, plus a dive in Greatland Gold now that they have the keys to Telfer. We also spend a bit of time peeking into uranium play Lotus Resources, who’re rapidly approaching first production following a bumper capital raise.  Sign-up for the Director’s Special   Please read our Privacy Policy and Disclaimer...

 Quarterlies are coming thick ‘n’ fast, with Paladin’s big uptick getting us chatting. Have they solved their water challenges? Will the record short interest fall?  Next up we discuss the fascinating news that Saudi state backed group Manara Minerals is looking to take a minority stake in the enormous Reko Diq copper-gold project, which is majority owned by Barrick.  To wrap up we look at Iluka’s...

We’ve got 3 big ones today with the quaterlies starting to roll through.  First up is Liontown, with a number of positives coming from their Kathleen Valley ramp up, followed up by gold giant Northern Star, who’ve been investing heavily across the board.  Lastly we chat about Yancoal, who’ve continued adding to the cash pile while investors get itchy for a divvie.  Sign-up for the Director’s Speci...

We’re back. The majors saved some big news. Confirmed talks between Rio Tinto and Glencore got us chatting about what the merits of such an outrageous deal could be. Next up we touched on Ioneer’s upsized US$996m DoE loan to build Rhyolite Ridge in the states, and lastly we ran through every WA goldie who’s reported on the December quarterly, highlighting the highs and lows out there. Sign-up for...

Today’s episode is the 2024 finale, with a don of the industry, Peter Ker. Pete has covered the resources sector for the AFR for well over a decade, which makes him the perfect guest for a discussion covering the topics that have dominated the headlines over 2024, from BHP’s tilt at Anglo, to governance debates at the major miners as well as permitting controversies and government handouts in the...

This episode is one of our favourites for the year, with fundies sharing their wisdom and insights on the year ahead. We learn about what these money managers think will do well, what to avoid and what nobody else is talking about for what’ll no doubt be a fascinating year. Sign-up for the Director’s Special   Please read our Privacy Policy and Disclaimer here   Thank you to our Partners:   Minera...

As 2024 draws to a close, it’s the perfect time for fundies to pull out the crystal ball and tell us what they’re seeing. In part 1 of this 2025 predictions bonanza, we hear what’s going to be hot, and what’s not in the up coming year, plus some wisdom on quiet bolters to keep an eye on. Sign-up for the Director’s Special   Please read our Privacy Policy and Disclaimer here   Thank you to our Part...

We get into the weeds on Rio Tinto’s huge A$15b bet on lithium, picking over all the ins and outs, before discussing the best and worst performing commodities and miners. Next up we each get a performance review of our contributions over the past year, before rounding up with some predictions for the year to come. Sign-up for the Director’s Special   Please read our Privacy Policy and Disclaimer h...

Today’s interview is with popular former guest and geo-alpha wiz Tom Woolrych. Following Sumitomo’s juicy transaction over Winu and other copper deals, we were intrigued by what other undeveloped plays are out there that we should be watching. Tom shared his geology knowledge as we talked through a shortlist of 16 names of interest to investors out there. Sign-up for the Director’s Special   Chapt...

Jennifer Hewett is a national affairs writer for the AFR, with a wealth of experience across energy, economics and politics. This fascinating conversation covered everything from the role our energy policy will play not just in the coming election, but in coming decade, whether mining’s significance is appreciated across Australia, if Australia will get caught in the crosshairs of US-China trade w...

First up today we briefly discuss the latest China news that has lit up the miners, followed by a dive into the Lundin asset sale to Boliden. We then cover two stories, both involving commodity trader Trafigura, with Boab Metals signing a prepayment and offtake deal and Develop finalising their facility. Chapters: (0:00:00) Introduction (0:00:55) China stimmy moves markets (0:02:27) Boliden buys L...

One massive, influential story to chat about today. On Friday, Iluka announced that EFA would provide a further $400m while it too would dip into its pocket to complete the Eneabba rare earth refinery. Boy, have we got a lot to talk about... Sign-up for the Director’s Special   Please read our Privacy Policy and Disclaimer here   Thank you to our Partners:   Mineral Mining Services – Your preferre...

Tucker and Dahmer join for part 2 after a very well received part 1. In this chat they went into keys to good management, industry changes for the better and some of the best management they have worked with. Sign-up for the Director’s Special   Please read our Privacy Policy and Disclaimer here   Thank you to our Partners:   Mineral Mining Services – Your preferred mining contractor   enquiry@min...

We kickstart today chatting about Rio’s selldown of 30% of Winu to Sumitomo, before getting into Appian’s 3.5c bid to grab Nifty’s owner Cyprium. Lastly, we discuss NexGen’s announcement that it has locked in its first sales contracts for Rook 1 pounds.  Sign-up for the Director’s Special   Please read our Privacy Policy and Disclaimer here   Thank you to our Partners:   Mineral Mining Services –...

Today’s $220m capital raising by Spartan kicked us off on a round of comparison against NST’s takeover of De Grey, as well as a discussion on the likely of Agnico Eagle taking a swing. We also dove into the past and present of Australian Pacific Coal, with some big characters involved in the story. Sign-up for the Director’s Special   Please read our Privacy Policy and Disclaimer here   Thank you...

There’s only one thing to talk about today… Northern Star’s big swing for De Grey. This friendly, all-scrip deal which implies a A$5b value for the developer of Hemi is the biggest deal of its kind, so we’ve got plenty to chat about. Come to our Christmas Drinks tomorrow, RSVP here   Sign-up for the Director’s Special   Please read our Privacy Policy and Disclaimer here   Thank you to our Partners...

Going back to the good old days with a couple of passionate Jumbo operators for the underground mining industry, David Tucker and Jeff "Dahmer" Elder. In Part 1 of this massive yarn, we went into balancing production and development underground, importance of infrastructure, the new computer jumbos and the easiest mine Tucker has worked at.   Sign-up for the Director’s Special   Please r...

We brought on special guests Matt Warder + the Koala to dissect the Anglo-Peabody deal, plus get into a range of topics relating to coal markets including Glencore, Yancoal & BHP. We also touched on the WA government’s decision to provide some relief to lithium players. You can follow Matt Warder on Twitter @mfwarder and Koala is @YellowLabLife Sign-up for the Director’s Special   Chapters: (0...

We wanted to learn more about diamonds, so we brought on the expert. Paul Zimnisky has been an independent consultant analysing the diamond for over a decade, so we used the chance to learn about lab grown diamonds, the viability of the diamond mining industry, what will happen to De Beers, his contrarian industry takes and more. Paul's site:  www.paulzimnisky.com   RSVP to our Xmas drinks on...

We’ve got 2 big ones today, with a deep dive into Boss Energy, looking at how they’ll go in meeting production numbers and understanding why they’ve become the 2nd most shorted company in Australia. Then, we explore the rumours that Evolution may sell Mungari, chatting about the merits of a sale in this environment, as well as touching on the likelihood Vault & Genesis will merge.   RSVP to ou...

We sat down with a couple of legends, Jill Irvin & Shane McLeay of Entech, the gurus on what’s needed to turn a deposit into a mine. They taught us about all the tricks in a mining company’s key studies, what makes a good study or bad one, the key numbers to look out for, where clients put the pressure on them, what’s underappreciated about their work & a whole heap more. Sign-up for the D...

Two big stories today, firstly our takes on the much anticipated MinRes AGM which we attended… plenty to chat about. Then we discuss the big news out of Canada, that NexGen is one step closer to building a mine with a key permit approved. Sign-up for the Director’s Special Chapters: (0:00:00) Introduction  (0:01:32) MinRes AGM: what we thought (0:37:19) Nexgen's approvals march forward Please...

Today’s show takes us to North America, with an intriguing deal coming via the sale of a non-core Newmont asset, Musselwhite, to Orla Mining. Back home we chat through Spartan’s latest met testwork before we unpack the merger between NAL partners Sayona and Piedmont Lithium. Sign-up for the Director’s Special   Please read our Privacy Policy and Disclaimer here   Thank you to our Partners:   Miner...

We’ve got some big stories to chat about today, starting with the Russian export ban on enriched uranium to the US, then on the big jump in aluminium prices following China tax rebate cancellation. Next, we spoke about a couple of cash box companies in Red Hill and Indiana who issued dividends, and lastly a segment on Resolute and their Malian situation. Sign-up for the Director’s Special   Please...