Here is part 2 of our discussion with Russell “Rusty” Delroy, founder of Nero Resource Fund, on the bifurcation of metals prices. We found the discussion deeply fascinating, thought-provoking and ultimately necessary to share. We delve into what direction the world is heading in & ways in which we may see regions course correct. […]
A day for the deal junkies! Whitehaven (WHC) have been confirmed as the preferred bidder for BHP’s Blackwater and Daunia assets, in one of the more long-winded asset sales the mining market has seen. Lithium Power International (LPI) also announced that they’d sold themselves to the Chilean state-owned copper giant, Codelco. The deal valued them […]
Liontown’s (LTR) mega-deal looks to be off the cards with Gina successfully foiling the plans. As Albemarle withdraws, we ask, what happens now? Where does the funding come from for the funding gap? What are Gina’s intentions? What does this mean for Liontown shareholders? What does it mean for Albemarle? We discuss all of those […]
Russell “Rusty” Delroy of Nero Resource Fund returns to chat with us and today he’s got an intriguing topic he wants to put under the spotlight. Mining companies are focused on costs and production, the “controllables”. Rusty is here to advocate an alternative value-lever for mining companies that doesn’t get taken very seriously by industry […]
We had the pleasure of unpacking Guy Keller’s insight on all things relating to the uranium market in this ripping interview just as yellow cake soars around US$70/lb. Guy manages Tribeca Nuclear Energy Opportunities Fund which is a mouthful to say but it holds a lot of Uranium mining companies. Guy is extremely well-versed in […]
We get the ball rolling today with news that Albemarle (ALB) have an additional 7 days to work on their Liontown (LTR) bid whilst we received confirmation Gina now holds 19.9%. We then took a peek at Delta Lithium (DLI) handy little gold deposit before launching into our opinion of St Barbara’s strategy and incentives, […]
Today we sat down for a cracking chat with natural resource fund manager David Franklyn to drill into how he’s seeing the world. We went deep into the current commodities set up from a macro economic point of view, how the landscape of commodity producing & processing countries will change in the coming years […]
Azure Minerals (AZS) led us it with a couple of intriguing talking points. We ran through their initial met test-work which gave the market some cause for concern, plus their latest drill hits. Bellevue (BGL) was next off the rank with a project update for Matty to tuck into. We raised some comments […]
Today we went deep on Filo Mining with CEO Jamie Beck. Filo have discovered & are advancing the Filo Del Sol copper-gold-silver project high up in the Andes. They fly under the radar in Australia but given their scale and our lack of copper opportunities we thought they’d be worth a chat. […]
Welcome to the first ever global Podcast interview from inside an OPEN PIT (we’re claiming the first). The Money of Mine crew had the pleasure of recording this episode in the historic Great Fingal Pit, close to the town of Cue. Would you believe this trip was Trav’s first venture underground? We got […]
We spoke about a couple of majors plus an intriguing junior today. BHP tuned into our comments on nickel earlier in the week and voiced their thoughts, saying that they’re sticking with nickel despite what others think. Rio has dished out a US$100m loan to partners in their Simandou iron ore project, one […]
We start the show with Barrick’s news that they’re going big on copper, with a US$2b investment in Lumwana in Zambia. Strandline (STA) then give us some talking points with a better update, plus we speculate on Base Resources (BSE) interest in them. Red5 (RED) had some more good news as they look […]
