Today we had the opportunity to delve into the current state of commodity markets with Terra Capital portfolio manager Mathew Langsford. Our discussion covered plenty of ground from the valuation differentials between the ASX and TSX, where Terra is seeing value, what it will take to turn the buy over build mindset plus how […]
The new financial year is here with a bang! We’ve got plenty of deals to talk about, starting with Develop (DVP.asx) lobbing an all-scrip bid for lithium player Essentials Metals (ESS.asx). Matty then unpacked Genesis Minerals (GMD.asx) reserve statement following the completion of their purchase of the Leonora Gold Project. We rounded […]
We’ve got another fundie interview for the Money Miners today. We had the pleasure of speaking with Karim Nasr, CEO of La Mancha Resource Capital LLP. He was joined by Technical Director, Graham Crew, who is a fellow Money Miner himself. We cover a lot of territory about this giant fund in the industry that […]
The Money of Mine team is back together in the studio again and humming! We start today’s chat with the WA government’s announcement that the heritage laws proposed to be implemented come July 1, 2023, have been pushed back for 12 months. Then, we update the Money Miners on the announcement from Panoramic (PAN.asx) […]
The gift of mining M&A keeps giving as we start the show by delving deeper into the deal involving Westgold (WGX.asx) and Musgrave (MGV.asx). The Money of Mine team then shares some thoughts on the announcements from Encounter (ENR.asx), Ora Banda (OBM.asx), Aeris (AIS.asx), Carnaby (CNB.asx), Mincor (MCR.asx) and NRW Holdings (NWH.asx). As […]
Another action-packed episode from all around the country! We warm up with announcements we noticed from AngloGold Ashanti (AGG.asx – soon to be delisted), BCI Minerals (BCI.asx), and Challenger Gold (CEL.asx). Vulcan’s (VUL.asx) deal with NYSE-listed SLB gets discussed before we head to the Cobar for an update on what’s going on corporately […]
We’ve got a big episode in store for the Money Miners today, with the one and only Matty Michael back in the studio fresh from his East Coast adventure. We kick things off with Musgrave (MGV.asx) advising shareholders to reject the Westgold (WGX.asx) takeover proposal, then staying on the theme of takeovers, we talk […]
In this episode of Money of Mine, we had the great pleasure of interviewing Allan Trench. Allan was kind enough to give us a shout-out in his latest Strictly Boardroom column, which he has written along with John Sykes for nearly 2 decades. The article, titled “Five Rules of Resources Sector Investing” is the […]
We give the ASX lithium stocks a break for the day and focus on a number of different gold announcements, plus something to look out for on the ASX. Northern Star (NST.asx) announced a huge $1.5B investment to expand the KCGM (aka the Super Pit) processing plant, while Gold Road (GOR.asx) gave an update […]
Today we dive into Sayona’s (SYA.asx) NAL Carbonate Technical Study (not a PFS) and look back at the Leonora saga, now that St Barbara (SBM.asx) shareholders have approved the Leonora sale. There is speculation from The Australian that Silver Lake (SLR.asx) is looking for an alternative M&A target and we give our opinion on these, […]
Today we touch base with Matty who is flying out to the east coast this afternoon to represent the Money of Mine team in true fashion. The mining news that caught our eye today includes: Navarre (NML.asx) entering voluntary administration; Leo Lithium (LLL.asx) and Latin Resources (LRS.asx) increasing their Lithium Mineral Resources while Regis […]
We covered lots of ground today, filling the Money Miners in on Mining News from across the globe. In our deep-dive we expand upon Mineral Resource’s (MIN.asx) late announcement on Friday, honing in on the cancelled lithium offtake with Ganfeng for Mt Marion. We also touch on the rumoured Barrick Gold (GOLD.nyse) bid […]
