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 […]
We start the week chatting about the news that Perseus (PRU) has picked up 19.9% of Tanzanian gold developer OreCorp (ORR), tainting SilverCorp’s (SVM.t) plans for a smooth takeover. On the theme of African gold, we touch on Tietto Minerals (TIE) target statement, including an Independent Expert Report highlighting that Zhaojin’s bid is not […]
Money of Mine made an appearance at the much-anticipated AVZ AGM, which was set up for fire works with more directors up for elections than we’ve ever seen before. We shared our thoughts on the numerous mining companies which have seen their exec remuneration packages voted against by shareholders, then pull apart the latest […]
On part 2 of our fascinating chat with natural resource fund manager Sam Berridge we pulled apart a number of his stock picks, highlighting the potential as well as the pitfalls to watch out for. We discussed whether uranium equities or the physical trusts are a better way to play the nuclear thesis as well […]
We had the opportunity to sit down with Sam Berridge, natural resource fund manager at Perennial, for a wide-ranging chat. We started on the state of the market & how we got here, then moved onto the influence on the US and what their interest rate decisions mean, followed by discussing how China’s position […]
A brief word on the MinRes buying of Azure stock before we opened up on the continuing woes at Panoramic (PAN). We had a detailed chat about Teck finally selling their metallurgical coal assets to a consortium made up predominantly by Glencore then onto Assore International’s rejected bid to takeout Atlantic Lithium (A11). […]
Azure is getting bid well over $4/share so naturally that got us chatting today. Then, big news out of America that ExxonMobil is “becoming a lithium business”. We touched on a rare earths IPO that counts both Gina Rinehart & Whitehaven Coal of all groups as shareholders then we broke down the Allkem/Livent merger […]
Plenty to talk about this week with Delta Lithium (DLI) rattling the tin for a big $70m. We dissect the angle that ChrisGina have & what their true intentions with Delta are. Infinity Lithium (INF) got a mention with the award of an €18.8m (A$31m) grant from the Spanish government to breath some life […]
We had three deep dives to share today, starting with Delta Lithium’s (DLI) exploration results, where we hone in on whether the metallurgy will present any problems. Next up we chat about NexGen Energy (NXG) who received provincial environmental assessment approvals, another step on the way to developing the Rook 1 uranium project. […]
We’re in November, which is in addition to being the month of moustaches, is AGM season. And we’ve got Ally GC in the hotseat to get us excited for it. Wildcat (WC8) is out raising some funds for Tabba Tabba while Sayona (SYA) drops the “Strategic Review” phrase. We rapid fire look at Orecorp’s […]
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 […]
We’re back in the rhythm of the daily news and today we discuss whether we buy Albemarle’s public commentary on cooling M&A aspirations. We unpack our thoughts on Chalice’s Met Update to the market and apparent change in development strategy. We are late to do our usual segment on late quarterlies but just because […]
