Money of Mine
Money of Mine
The Koala on why Lithium is Iron Ore 20 years ago, how Mining M&A has evolved & overhyped Mining disruptions

The Mintwit enigma “Koala” (@YellowLabLife) came by for a chat on all things natural resources investing.


In this part 1, we dive into what aspects of natural resources investing really catches the Koala’s eye, how the M&A landscape has evolved in mining, what the pros & cons of being active on twitter are (from an investment standpoint), how the lithium market is developing and why the consensus view on iron ore is wrong.


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:


DSI Underground – Supplier of Ground Support Products to the Mining and Tunnelling industries


Terra Capital – Specialist investment manager in the natural resources sector


McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts


Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities


Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more


KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more


JP Search – Recruitment specialists for the financial world


Brooks Airways – Perth’s leading charter flight operators


K-Drill – Safe, reliable, and productive surface RC drilling


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0:00:00 Preview

0:02:39 Gina needs help breaking Iron Ore

0:07:53 Why Trav and the Koala like Twitter

0:24:54 M&A at the big end of town

0:37:44 Why was Freeport sold?

0:43:05 Reconciling views on trough EBIDTA

0:46:29 WA Lithium

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