Money of Mine

First up Centaurus Metals (CTM.asx) gave us something good to talk about with positive metallurgical test-work, then we looked into how an investor may approach Vulcan Energy Resources (VUL.asx).   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 o...

We had the great opportunity to have an in-depth discussion with Warren Irwin, founder and chief investment officer of Rosseau Asset Management, one of the longest running natural resource focused hedge funds globally.   Our discussion ranged from the current macro landscape as it relates to resource investing, government intervention in the sector and how he goes about picking resource junio...

On the show today we have a chat with Simon Lawson, Managing Director of Gascoyne Resources.   The company has had a tumultuous past couple of years, culminating in a trading suspension last November which lasted over 4 months and a restructuring of the business. They put the Dalgaranga plant on care and maintenance and raised $50m to drive exploration and cover costs.   We dig deep into...

With quarterly season now over, we used the chance to name and shame companies who only managed to get their reports out after market on Friday. Then we gave our thoughts on the AVZ Minerals’ year-long suspension and the company’s corporate governance throughout before covering the latest financing arrangements at BCI Minerals.   All Money of Mine episodes are for informational purposes...

With everything that’s going on at Sandfire, we decided to read into their recent quarterly. We also had a chat with Adriatic Metals CEO Paul Cronin and GM Matthew Hine on how the Vares polymetallic mine is ramping up in Bosnia.   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...

Develop Global (DVP) Managing Director Bill Beament joins Money of Mine to unpack their recent quarterly and go over the company’s trajectory. DVP is positioning themselves as a base metals producer with the pending Woodlawn and Sulphur Springs Copper/Zinc projects, in parallel with their Underground Mining Services division.   All Money of Mine episodes are for informational purposes o...

We take a look at Mineral Resources (MIN) quarterly, which the market hasn’t taken a liking to, then discuss Adriatic’s (ADT) progress in Bosnia Herzegovina and round off with a chat about Agrimin (AMN), in the forgotten potash sector.   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...

Patriot Battery Metals (PMT) CEO Blair Way joins us LIVE in Perth to follow up on our initial chat. We talk about the retail popularity of the stock, the infamous drill cross sections and much more.   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 decisio...

As quarterly season continues we take a peek into the progress being made at Boss Energy’s Honeymoon project then we move to Africa, where Orecorp is looking to follow in the West African Resources footsteps with its Nyanzaga gold project.   All Money of Mine episodes are for informational purposes only and may contain forward looking statements that may not eventuate. Please do your own rese...

On the show today we have Tony James, Managing Director of Galena Mining (G1A), who are in the ramp-up phase at their jointly owned Abra lead-silver project. The company has just raised $20m in new equity so we thought it would be a great time to have a chat and see how Tony plans to take the company to steady-state production.   All Money of Mine episodes are for informational purposes only...

Darren Stralow joins the Daily News to expand on the Bellevue Gold (BGL) quarterly and construction update. 29 Metals (29M) release an operation update for Capricorn Copper but is this putting a acquisition target on their back? Trav and JD also pump some great research into Yancoal (YAL) and why they trade at such a low EV/EBITDA multiple.   All Money of Mine episodes are for informational p...

We’re into quarterly season now and first up we talk Perseus, who continue to deliver on their West African operations. Then it’s over to Capricorn Metals and their plans for Mt Gibson before we dive into what has unfolded at Jervois over the past year.   All Money of Mine episodes are for informational purposes only and may contain forward looking statements that may not eventuate. Please do...

On the show today we bring on Blair Way, CEO of Patriot Battery Metals (PMET:tsx and PMT:asx), to answer some questions we had about the Corvette Lithium project. We then take a look at Pantoro’s quarterly report as well as some big news out of Tanzania.   All Money of Mine episodes are for informational purposes only and may contain forward looking statements that may not eventuate. Please d...

We recap the Genesis and St Barbara deal, Sayona Mining’s DFS and resource upgrade, Regis’s March quarter as well as why Minres has popped up on the Essential Metal’s register just days before the Tianqi IGO JV put their bid to a vote.     All Money of Mine episodes are for informational purposes only and may contain forward looking statements that may not eventuate. Please do your own r...

On todays episode we have a look at the term-sheet for the recut Genesis and St Barbara deal then we talk copper, with Hudbay Minerals lobbing a bid for Copper Mountain.   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 advic...

On today’s show we bring on Precision Fund’s Andy Clayton to discuss Leo Lithium’s development of the Goulamina project then we dig into what’s intriguing us at Patriot Battery Metals Corvette project in Quebec.   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 inves...

We unpacked today’s March production results from Westgold with their MD Wayne Bramwell, what’s unfolding at Latin Resources Salinas project and the IGO / Tianqi Lithium takeover of Essential Metals.   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 decisi...

Newmont have come back for another bite at Newcrest with a $29.4b bid, Evolution revise their guidance after Ernest Henry’s disruption, Calidus are on the Lassonde Curve rollercoaster and Panoramic have released production results after a weather-related hiccup as they ramp up their Savannah project.   All Money of Mine episodes are for informational purposes only and may contain forward look...

Our discussion today covered Ramelius’ takeover bid for Breaker Resources, Talga receiving environmental approvals in Sweden, speculation on Arafura’s offtake agreement, and the challenging resource project funding environment.   0:00 – Intro 2:04 – Ramelius (ASX:RMS) creeps higher on Breaker (ASX:BRB) 7:42 – Talga (ASX:TLG) receives environmental approvals in Sweden 13:19 &...

In today’s episode we discuss whether Red5 is turning the corner, why Capricorn Metals trades at a premium to peers, what’s going on at Navarre and West African Resources strategy execution. 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 alternativ...

In today’s episode we pick apart Mincor’s target statement, Glencore’s big bid to acquire Teck Resources, the Genesis – St Barbara merger and the latest in the ownership split of the Porgera mine in PNG.   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 investm...

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...