We’re nearing the end of the quarterly season, with a few last-minute capital raises being done to sure up the books. On this theme, Strandline (STA.asx) and Centaurus (CTM.asx) get a mention. We go over a bit of Macro with a potential change in the NSW coal royalty being discussed lately. Then, Liontown (LTR.asx) provides […]
It’s a full episode today deep into quarterly season! We kick things off with more details on the tough Panoramic (PAN.asx) equity raising… Not a good time for a nickel player to have to raise. The mood lightens somewhat discussing a resource upgrade at Manna, Global Lithium’s (GL1.asx) flagship project. From Develop’s (DVP.asx) […]
We unpack the highs and lows (mostly lows) for the quarterly reports released in the last couple of days. Pilbara Minerals (PLS.asx) is the stand-out (as per usual) adding a further $656m of cash to the balance sheet. On the other end of the spectrum, Panoramic (PAN.asx), 29 Metals (29M.asx), Galena (G1A.asx) and Ora Banda […]
Another jam-packed episode with news from plenty of commodities & jurisdictions! We start off with South 32 (S32.asx) announcing a write-down of their Hermosa asset, doing their best to one-up IGO’s write-down last week. SolGold’s (SOLG.lse) agreement with the government of Ecuador to develop their huge Cascabel project then gets a breakdown, with some […]
We’re delighted to be able to provide the Money Miners with (as far as we know) the first full-length interview with Wyloo CEO Luca Giacovazzi and GM Strategy & BD Joel Turco. This is the team behind the creative acquisitions of Noront Resources and Mincor Resources. Their deal creativity has extended to Hastings Technology Metals, […]
Today we had the pleasure of having a deep dive discussion with the one and only Rick Rule. We covered heaps of ground including fundamentals in natural resource investing, the nuclear renaissance, lithium’s rise from obscurity, surging resource nationalism, picking reliable management teams, unloved sectors, and a heap more. To check out Rick’s […]
The Money of Mine team couldn’t help but dig into some fascinating stories today, with quite a few to choose from. We skim over Rio Tinto’s (RIO.asx) quarterly highlights as it relates to copper, then onto the surprising announcement at Peninsula Energy (PEN.asx) with their UEC deal being terminated. Westgold (WGX.asx) selling their […]
We went into the battery metals today with lithium and graphite! Leo Lithium’s (LLL.asx) trading halt caught our eye, with potential rumblings of greater government interests in Malian mining projects. Syrah (SYR.asx) posted a tough quarterly, which we of course tuned into the call for. The graphite market is complex to say the […]
We kicked into gear this morning with plenty of news to start the week. Sayona’s (SYA.asx) shareholders only just approved of stock and options grants to management while Hillgrove Resources (HGO.asx) are rapidly approaching go-time at Kanmantoo. IGO (IGO.asx) announced a huge impairment on the assets they bought from Western Area’s and staying […]
We start today’s pod in the best way we know how, with some more Banjo Paterson-esque poetry. Then, for the news, we share what the Abyssinian board had to say in response to the 249D (action to remove the board) discussed on Tuesday’s episode with Rusty of Nero and Eddie of Argonaut. We […]
The Money of Mine team had a blast digging into 3 peculiar stories today – a junior mining company doing a share buyback, the wide world of vanadium and the old Nifty mine. But, before we tucked into these stories, we had to share with the Money Miners a piece of poetry that was […]
