Afleveringen
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It had been far too long, so for this special episode, we invited back Joe “Mr Lithium” Lowry. We discussed Joe’s fantastic recent write-up on the evolution and geopolitical strategy at play in the lithium sector, what the West can do going forward, the winners from recent M&A, the lithium markets sentiment, and finally, in a turning of the tables, Joe fires a few questions at us.
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Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
Non-members enter code MOMNM at checkout for $160 off your registration.
Brisbane, 20 - 22 May, 2025Thank you to our Partners:
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Grounded - Infrastructure for remote mining and civil projects Australia wide
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CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
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(0:00:00)Introduction
(0:02:45)China & past 15-20yrs in Lithium
(0:21:45)Conversion capability
(0:29:52)Equities cratering
(0:46:40)Joe's Albemarle recommendations
(0:58:17)Joe's questions to the lads -
We’re in quarterly season now, with the cash building Genesis grabbing our attention first up. Next, we ventured east to chat about the rise and rise of Aurelia, as their Federation mine comes to the fore. Lastly, we look at a concerning but consistent trend gaining steam in West Africa, and how Gold Fields has been caught up in amongst it.
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Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
Non-members enter code MOMNM at checkout for $160 off your registration.
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
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(0:00:00)Intro
(0:01:36)Genesis watch the cash build
(0:11:58)Things to watch in resource investing
(0:16:41)Aurelia nailing the turnaround - so far
(0:25:15)A very concerning trend in gold mining -
Zijn er afleveringen die ontbreken?
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Copper hopeful Prospect Resources has tied up a strategic investment from neighbour First Quantum at a premium, seeing their stock jump. Greatland Gold saw a solid result, and we dive into how rare earths are taking centre stage in the global trade war.
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Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members enter code MOMNM at checkout for $160 off your registration. Brisbane, 20 - 22 May, 2025
Thank you to our Partners:
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http://www.rocktechnology.sandvik/groundsupport
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[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance
[email protected] – 1300 143 947
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[email protected] - +61 450 944 489
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
(0:00:00)First Quantum put their foot on Prospect
(0:12:47)Greatland start building cash
(0:26:15)Who'll benefit from a rare earth battle? -
There’s only one story to chat about today… Bellevue.
We go into the ins & outs of the new mine plan, the capital raise, the prospects of a takeover and a whole heap more.
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Brisbane, 20 - 22 May, 2025Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
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Grounded - Infrastructure for remote mining and civil projects Australia wide
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Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance
[email protected] – 1300 143 947
Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries
[email protected] - +61 450 944 489
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
(0:00:00) Bellevue news revealed
(0:07:37) Capital raise
(0:11:27) New mine plan
(0:15:04) Back of the envelope cash flow
(0:21:49) Hedge book
(0:27:41 )Under strategic review -
Matthew Fist, Portfolio Manager of the Firetrail Small Cap fund, breaks down how he’s making sense of markets, his preference to focus on bottom-up fundamentals in times of macro volatility, and how he’s positioning the fund across commodities, including detailed thoughts on a host of gold, copper, lithium and uranium miners.
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Chapters:
(0:00) Introduction
(3:01) How to feel about markets right now
(11:58) Impact of a trade war?
(15:45) Lithium reflections from China visit
(19:23) Lithium exposure interest
(22:58) GOLD bullishness
(24:20) Genesis (GMD)
(30:46) Greatland Gold (GGP)
(34:54) PRU, WAF
(36:23) Management and Balance sheet
(40:27) Bellevue (BGL) and Spartan (SPR)
(45:00) Gorilla Gold (GG8)
(46:19) AIC Mines (A1M) and Sandfire (SFR)
(49:23) Aurelia (AMI)
(50:54) Cobar consolidation? (PEX)
(52:24) Nexgen (NXG)
(56:16) Boss (BOE) and Paladin (PDN)
(59:12) Met coal and Whitehaven (WHC)
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Brisbane, 20 - 22 May, 2025
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members code MOMNM for $160 off your registration.
Our Partners
Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries
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Mineral Mining Services – Your preferred mining contractor
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Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance
[email protected] – 1300 143 947
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
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As global markets rocketed, tin got smashed on the back of the news that Alphamin would be making a staged restart of the Bisie mine.
We then delved into the latest in the Gold Road – Gold Fields saga, with the target seemingly playing its part in the “takeover dance.”
Finally, Minerals 260 has completed its acquisition of Bullabulling and received a $220m raise to boot.
Chapters:
(0:00) Introduction
(2:21) Alphamin is Back, Tin Down
(17:04) Gold Road x Gold Fields Drama
(37:04) MI6 trades with Bullabulling
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Please read our Privacy Policy and Disclaimer here
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
Non-members enter code MOMNM at checkout for $160 off your registration.
Brisbane, 20 - 22 May, 2025Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance
[email protected] – 1300 143 947
Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries
[email protected] - +61 450 944 489
Cross Boundary Energy – Independent Power Producer for the global mining industry
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Today’s show is a great discussion with the vastly experienced Alan Broome.
We looked at what the mines of the future will look like, where the low hanging fruit is in respect to innovation, how Australia can stay ahead of the curve, what it means for those working in the industry and a whole bunch more.
This episode was made in partnership with Austmine's GRX Conference.
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Please read our Privacy Policy and Disclaimer here
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
Non-members enter code MOMNM at checkout for $160 off your registration.
Brisbane, 20 - 22 May, 2025Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
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Grounded - Infrastructure for remote mining and civil projects Australia wide
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Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance
[email protected] – 1300 143 947
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries
[email protected] - +61 450 944 489
Cross Boundary Energy – Independent Power Producer for the global mining industry
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(0:00:00)Introduction
(0:01:17)Where are we at with Mining tech and automation?
(0:06:00)Mines in 20yrs time
(0:10:59)Automation for small scale underground
(0:13:47)Humanoid robots underground
(0:20:55)Small scale open pit automation
(0:27:00)Who's driving innovation?
(0:30:45)Processing tech
(0:34:47)Will Jumbo's ever be replaced?
(0:39:43)Investing -
There are lots of unknowns in the ever-evolving lithium market: think supply, demand, geopolitics, technology and battery chemistry. Today, emerging young gun Daniel Rau joins us to discuss this.
We explore the current market structure challenges, cost curve steepness, DLE technology, geopolitical forces and much more.
You can read more of Daniel’s insights on his Twitter account: https://x.com/drauwsy
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Chapters:
(00:00) Introduction
(02:54) Supply and Demand Now
(06:17) BESS Growth
(24:36) Long-Term Supply and Demand
(36:30) Chinese Influence on Lithium Market
(42:30) Challenges for Western Lithium Companies
(45:53) Unsettled Battery Technologies
(52:07) Direct Lithium Extraction (DLE)
(57:46) East vs. West: DLE
(01:09:06) Challenges in the Supply ChainPlease read our Privacy Policy and Disclaimer here
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
Non-members enter code MOMNM at checkout for $160 off your registration.
Brisbane, 20 - 22 May, 2025Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance
[email protected] – 1300 143 947
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries
[email protected] - +61 450 944 489
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
-
Markets started Monday in freefall, so we talked about the implications for Aussie and global miners.
We then delved into Rio Tinto’s activist battle with Palliser Capital and touched on uranium market dynamics too.
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Chapters:
(0:00:00) Introduction
(0:01:11) Market Meltdown
(0:05:46) Rare Earths interesting?
(0:14:36) 14 Miners Most Vulnerable
(0:25:00) Rio Tinto vs Palliser
(0:39:53) Contrarians enter U stocks
Please read our Privacy Policy and Disclaimer here
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
Non-members enter code MOMNM at checkout for $160 off your registration.
Brisbane, 20 - 22 May, 2025Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance
[email protected] – 1300 143 947
Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries
[email protected] - +61 450 944 489
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
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-
The gold price is flying, can you believe it’s soared beyond A$5,000 per ounce? We ask Hedley Widdup of Lion Selection Group about every single gold junior we can think of. We don’t think we even talk about a single producer in this episode, we’ve gone down the Lassonde curve discussing the projects that very well might find have their moment in this gold environment.
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Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
Non-members enter code MOMNM at checkout for $160 off your registration. Brisbane, 20 - 22 May, 2025
Podcast Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance
[email protected] – 1300 143 947
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries
[email protected] - +61 450 944 489
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
(0:00:00)Intro
(0:03:47)Picking junior gold early
(0:19:34)Study vs no-study
(0:29:00)Antipa opportunity
(0:36:00)Brightstar & Alto merger
(0:45:30)Saturn and heap leaching
(0:49:50)Kooneberry and Sunshine Gold
(0:57:00)Ausgold's Katanning
(1:00:16)Will Alkane act on Medallion?
(1:02:10)Rapid fire across the board -
First up today is the punchy bid that Huayou & Renault chucked up for Galan’s assets, leading it to jump 45%.
Then, we discuss possibilities in anticipation of Bellevue’s release, we look at Ramelius’ pre-reported quarterly as well as the quarterly from Polymetals and an update from Metro Mining.
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Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
Non-members enter code MOMNM at checkout for $160 off your registration.
Brisbane, 20 - 22 May, 2025Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance
[email protected] – 1300 143 947
Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries
[email protected] - +61 450 944 489
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
(0:00:00)Introduction
(0:02:41)Galan reject bumper proposal
(0:17:57)What will Bellevue's update look like
(0:33:49)Ramelius print cash
(0:40:53)Polymetals rapidly approach first ore
(0:43:54)Metro on a growth story -
We go big today, with a chat about 2 of the biggest and best performing companies in the natural resource world. Zijin Mining + Franco Nevada. We peel into why they’ve outperformed and try to extract what can be replicated.
To round up today, we look at the WA exploration scene and chat about Caprice, who’ve seen their stock plummet 30% today.
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Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
Non-members enter code MOMNM at checkout for $160 off your registration.
Brisbane, 20 - 22 May, 2025Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance
[email protected] – 1300 143 947
Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries
[email protected] - +61 450 944 489
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
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(0:00:00)Intro
(0:01:53)Is this the world's best miner?
(0:13:56)Did Franco get lucky?
(0:16:21)Why did Caprice plummet 30%? -
We start the week by chatting about rumoured M&A in the West Australian lithium sector, with a group of Indian groups reportedly interested in buying a stake in SQM’s assets.
Then we venture into the world of antimony by dissecting Larvotto’s surge to “fame”.
To wrap up we dive into Adriatic’s announcements which saw it get whacked by the market.
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Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
Non-members enter code MOMNM at checkout for $160 off your registration.
Brisbane, 20 - 22 May, 2025Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
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(0:00:00)Introduction
(0:01:34)Will M&A make lithium hot again?
(0:13:44)Larvotto riding the antimony rollercoaster
(0:29:45)Risk vs reward at Adriatic -
Today’s episode is a discussion with a Money of Mine favourite and a true value investor, Vas Piperoglou.
The conversation ranged from the extended valuations in global markets, the implications of heightened Western inflation, the ongoing ramifications of the US’ seizure of Russia assets, the opportunity in gold stocks, the consequences of Australia’s energy policies and much more.
We hope you enjoy this one as much as we did.
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Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
Money of Mine on YouTube, Twitter, LinkedIn & Instagram
(0:00:00)Introduction
(0:02:18)Temperature of broarder market
(0:17:41)Australian opportunities
(0:23:25)Interest rate predictions
(0:26:38)US defecit
(0:33:55)Gold bull market
(0:39:14)When wil the top end?
(0:41:10)Gold M&A review
(0:44:40)Black Cat and Catalyst
(0:47:47)North American gold value
(0:49:00)Energy thematic
(0:55:10)Offshore energy services
(1:02:45)Changing investment philosophies
(1:06:05)Poor governance in Australia
(1:08:11)Podcast, books and newsletter recommendations -
It’s a gold day today.
From M&A to production woes, we covered it all in the show, picking apart the intricacies of Gold Fields approach for its JV partner Gold Road, as well as were the suspected production downgrade will leave Bellevue.
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Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
Non-members enter code MOMNM at checkout for $160 off your registration.
Brisbane, 20 - 22 May, 2025Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
Buy Money of Mine MERCH
Money of Mine on YouTube, Twitter, LinkedIn & Instagram
(0:00:00)Introduction
(0:01:29)Setting the Gold Fields-Gold Road scene
(0:04:18)GFI's strategy
(0:14:52)Valuation
(0:25:47)What next for Gold Road
(0:38:26)Bellevue's potential downgrade
(0:44:05)Are the problems short-term? -
Today’s show is a bit different. We thought we’d give ourselves a history lesson and explore the costliest M&A mistakes in our industry.
Our aim was to understand what went wrong, why things went south and what mining companies and investors alike can learn so that we allocate capital better going forward.
Sign-up for the Director’s Special
Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
Non-members enter code MOMNM at checkout for $160 off your registration.
Brisbane, 20 - 22 May, 2025Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
Money of Mine on YouTube, Twitter, LinkedIn & Instagram
(0:00:00)Intro
(0:01:53)What's the criteria?
(0:04:08)How were the deals ranked
(0:05:47)Deal 5: An Island Adventure
(0:18:55)Deal 4: Wanna be a Copper Champ
(0:35:16)Deal 3: Don't Worry, We've Done the DD
(0:50:35)Deal 2: In a Land Far Far Away…
(1:05:33)Deal 1: Commodities are Higher Forever, Right?
(1:18:41)What are THE lessons to learn -
Shortly before we pressed record, Gold Fields came out swinging with a hostile offer for Gold Road… Needless to say that got us chatting.
We then touched on Bellevue’s down day before moving on to The Battle for Robe Mesa, as parties from Rio Tinto to Fenix trip over for the iron ore project in a fascinating fight.
Lastly, a non-core sale at Cyprium grabbed our attention and took us down an intriguing path.
Sign-up for the Director’s Special
Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
Non-members enter code MOMNM at checkout for $160 off your registration.
Brisbane, 20 - 22 May, 2025Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
Money of Mine MERCH
Money of Mine on YouTube, Twitter, LinkedIn & Instagram
(0:00:00)Intro
(0:01:49)Gold Fields Swings Big for Gold Road
(0:06:12)Bellevue Cancels Roadshow
(0:07:20)The Battle for Robe Mesa
(0:28:20)More than meets the Eye at Cyprium sale? -
Today’s episode is a unique conversation with special guests Russell “Rusty” Delroy of Nero Resource Fund & Brice Gower of Augment Technologies.
We explore completely new terrain, exploring how the technological megatrends on foot today (think AI and robotics) could totally upend the mining industry as we know it. And we explore the investment themes that come from that big-picture view. This episode goes deep and we explore some lateral concepts – but trust us, it’s worth it.
AI is the defining technology of our era, and its implications are not limited to the digital world.
Our discussion traverses how nimble governments need to be in this age, how disruption will vary across mineral assets, what consumerism looks like in a cheap metal world and who’ll be first to take advantage of this paradigm shift.
Intro Music: Here Come the Robots by Stoned Jesus
Sign-up for the Director’s Special
Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
(0:00:00)Introduction
(0:03:16)AI - The big thematic
(0:11:55)What industries are vulnerable
(0:22:45)What does a future mine look like?
(0:41:40)What changes on the mining investment front?
(0:47:40)When did the penny drop for Rusty?
(0:55:55)Model innovations
(0:58:50)The data
(1:06:19)Final thoughts -
Plenty to riff on today, starting with the Kazatomprom’s full year numbers then moving to Capricorn’s decision to close out its hedgebook.
That led us to a broader chat on gold industry hedges as well as a focus on Bellevue and their ramp up pressure.
We rounded off with a chat MinRes’ woes, Catalyst selling Henty & potential M&A.
Sign-up for the Director’s Special
Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
Non-members enter code MOMNM at checkout for $160 off your registration.
Brisbane, 20 - 22 May, 2025Tickets to Resource Rising Stars Gather Round
Adelaide Convention Centre, 9-11 April, 2025
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
(0:00:00)Introduction
(0:02:06)What KAPs numbers mean for U
(0:13:57)Why did Capricorn close their hedges
(0:28:04)Goldies: Hedged vs Unhedged
(0:38:23)Bellevue: Ramp up on a tight rope
(0:43:00)MinRes close the road
(0:46:18)Catalyst offload Henty
(0:48:00)Mining M&A speculation -
Today’s show is a discussion with the king of deep value, Trader Ferg.
We look at where the various markets he tracks are at in their cycles, which metals are screaming out to him and how he plays them, and how misunderstood China is, amongst many topics.
Sign-up for the Director’s Special
Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
Non-members enter code MOMNM at checkout for $160 off your registration.
Brisbane, 20 - 22 May, 2025Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
[email protected] - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
Money of Mine on YouTube, Twitter, LinkedIn & Instagram
(0:00:00)Introduction
(0:01:53)Moats and Cannibals
(0:08:14)Highly inflationary decade
(0:12:25)US growing their way out of debt
(0:15:20)PGMs, Rhodium and catalytic converters
(0:28:15)BYD growth
(0:34:48)Tin barons
(0:37:15)New cobalt trust
(0:39:18)The uranium cycle
(0:52:45)Chinese tech and property
(1:00:27)Is GOLD going to be re-valued? - Laat meer zien
