For our final episode of 2023, we had the great opportunity to chat with two journalists whose work we’ve followed for a long time. Peter Ker has covered the resources sector for the Fin for over a decade while Anthony Macdonald wrote under the Street Talk banner until this year, when he became a […]
We have interviewed 9 of the sharpest fund managers in the Natural Resources / Mining investment world to bring the Money Miners some brilliant insight heading into 2024. We ask 4 simple questions. 1. Highest conviction prediction. 2. Most non-consensus prediction. 3. Best performing commodity. And 4. Worst performing commodity. A big thanks to the […]
Plenty of mining news for us to sink our teeth into in our final day for the year (we’ve got some cracking interviews to release in the coming days!) First cab off the rank is IGO (IGO), who’ve capped a tough year with another poor announcement regarding their Cosmos operation. Next up we […]
Today’s episode is our first venture into the world of energy. We brought on the show Thomson Naude to help us investigate the potential mega merger between Santos (STO) and Woodside (WDS), discussing what the key assets are, what the hurdles to deal are and what it would mean to the Australian energy market. […]
We’ve got news from all around the world to see us into Money of Mine’s final week of 2023. First up was Regis Resources (RRL) who have killed there most talked about aspect by closing out the hedgebook. Then we discussed the latest assay results from Niobium hopeful WA1. Mali based Leo Lithium […]
Part 2 of our chat with Mr Lithium covers lots of fascinating and forgotten (in WA at least) projects & possibilities for the lithium market. We delve into what sedimentary projects are & what their impact will look like, what to make of this lithium over/under supply debate, whether China can really become the […]
We’ve got 4 juicy stories for the Money Miners today. First up we focus in on Latin Resources (LRS) Mineral Resource update from their Salinas project in Brazil before we have a chat about Boss Energy’s (BOE) $200m raising and announcement that they’re making an acquisition. Next up we talk about Blackstone Minerals […]
We go deep on 2 deals today, first up the big one, Evolution spending up to secure Northparkes. As the Money Miners would expect, we go deep into all the details, including why they’ve bought it, what the streaming does and what the actual price is. Our second deal to dive into was […]
We crack on into December with another round of AGM remuneration vote downs, focusing in on the mining services (including special mentions to Perenti [PRN], NRW Holdings [NWH] & Emeco [EHL]). Next up we have a chat about the new information that’s been released on the US Inflation Reduction Act with detail provided on […]
We round out an eventful week by calling out all those company’s whose shareholders voted down remuneration resolutions for exec’s. Next up we speak about Euro Manganese’s (EMN) funding announcement to lighten their mood then onto the Balmaine (Ballarat) gold mine administration process. We say some headlines around “AusSuper going substantial on Pilbara […]
Joe “Mr Lithium” Lowry is back on Money of Mine to discuss all things lithium, excluding the hard rock! We figured we’ve spoken plenty about the spodumene projects that dominate the West Australian landscape, and it was about time we got up the curve on brines, DLE & sedimentary projects. Part 1 of […]
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 […]
