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 Project in Papua New Guinea developed. We try unpack what the read-through is in relation to the funding dynamics of PE funds.
Then we look at WA1’s recent run (ding ding ding), we ask the question, is there some shareholder activism brewing at Delta Lithium? We talk about Regal’s acquisition of 50% of Taurus Funds Management and wrap up with a look at New World Resources’ royalty finance deal.
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 from a registered financial professional.
Thank you to our Podcast Partners:
Terra Capital – Specialist investment manager in the natural resources sector
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
JP Search – Recruitment specialists for the financial world
K-Drill – Safe, reliable, and productive surface RC drilling
SMEC Power & Technology – Electrical specialists for the mining industry
KCA Site Services – Underground mining machine hire for ITs, normets, trucks and more
McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts
Brooks Airways – Perth’s leading charter flight operators
Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities
Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group.
Subscribe to our weekly newsletter HOOTEROO HERALD
Buy a Video of us on Cameo
Follow Money of Mine on YouTube
Follow Money of Mine on Twitter
Follow Money of Mine on LinkedIn
Follow Money of Mine on Instagram
Timestamps:
(0:00) Preview
(0:26) Intro
(1:13) Matty’s Underground Mayhem
(7:41) Mayur (MRL) gets Financing for PNG Lime Project
(20:26) WA1 Infill Results Impress
(23:05) Trav smells shareholder Activism Abound at Delta (DLI)
(29:20) Regal Funds Management Acquires 50% of Taurus
(32:56) New World Resources (NWC) Royalty Financing from Trident