How is Gwalia Looking in GMD’s Hands? + the Nickel Supply Deficit??
We started today with Trav filling us in on London’s mining community then chatted briefly about how the macro world is impacting miners. Genesis (GMD) gave their first real update on Gwalia’s performance post-acquisition, followed by Dacian (DCN) getting the go-ahead to mine at Redcliffe. We chatted through IGO’s view on a potential supply chat […]
Are Refractory Projects Undervalued by the Market?
We’ve got a special technical chat for the Money Miners with Rob “Refractory” Ryan coming onboard. We run through all the ins and outs of what refractory ore is, what it means for a project, how investors should think about it, what it does to the capex & opex, plus a bunch of real […]
MinRes Ups the Stakes while Liontown’s Capex Jumps
No quiet Friday at Money of Mine with plenty of news from the world of mining to chat about today. We launched into MinRes (MIN) upping the stakes, now raising US$1.1B in a bond offering to global investors. Liontown (LTR) updated the market with a poorly kept secret that the capex bill had […]
De Grey Drops their Long Awaited DFS + Latin’s “Robust” PEA
We’ve got a couple great deep dives for the Money Miners today, with De Grey (DEG) and Latin Resources (LRS) releasing significant studies for us to enjoy. We also give a brief shout out to 29 Metals (29M), who attracted only 10% of their retail shareholders into their entitlement offer, plus MinRes (MIN) getting […]
Is Momentum Building for Changes in Uranium Mining & Nuclear Energy Laws?
Today we had on the show Jonathan Fisher, CEO of Cauldron Energy, to chat through what the stance on uranium mining and nuclear power generation currently looks like in Australia. Jonathan shared his thoughts on various commonly cited critiques of why nuclear isn’t viable as a fossil fuel free energy source, as well as […]
Gina’s Liontown Stake Climbs while MinRes Fill the Coffers
We had a big news day, though we were left with plenty of questions. MinRes (MIN) announced plans for a US$850m debt offering to fill the coffers, whilst Gina’s stake of lithium developer Liontown (LTR) rose to 10.7%. We had a yarn about the sorry stake of the zinc market resulting in the […]
Allkem Costs Blowout plus Australian Vanadium & Technology Metals Tie the Knot!
More M&A! Matty’s predictions are starting to bear fruit with Australian Vanadium (AVL) and Technology Metals (TMT) announcing a $217m merger today. Allkem (AKE) updated shareholders on everything they’ve got going on under the sun, so we waded through the 100’s of pages for the important info. Last up we commented on […]
Hedge Fund Manager Reveals Secrets Behind M&A Investment Strategy with Ben Bailey
We get into the weeds of how Harvest Lane eek out returns year in year out through announced M&A deals and corporate events in this interview with PM, Ben Bailey. Their strategy contrasts greatly with many previous guests on Money of Mine, so it was a great opportunity for us to get up to speed […]
Sean Russo Reveals one of the Tactics Mining Companies Use which Investors Should Look Out For
We had a chat with the founder of Noah’s Rule, Sean Russo, to help us build knowledge on a vital aspect of financing mining projects. The topic is often misunderstood, with many misconceptions out there that we clear up today. We’re all the wiser for hearing what Sean had to say. All Money […]
Why are Aeris Struggling & is Lindian Moving too Quick?
We start today with a couple of shorter bits of news – Ramelius (RMS) going compulsory on Musgrave (MGV) plus a top shareholder selling down their Hastings (HAS) holding. Then, Aeris (AIS) gets a deep dive as we explore there year from hell on what can be done to arrest the decline. We […]
Should Whitehaven Buy Daunia & Blackwater?
Just two companies on the menu today, but boy did we get stuck into them. Whitehaven (WHC) was first up as they’d confirmed their interest in purchasing two Queensland metallurgical coal assets in Daunia & Blackwater. This led us to going deep into all the ins and outs of WHC. Our second story […]
Wildcat Flies, SLR Moves for Red5, Develop Scheme ‘Not Fair’
There were plenty of news drops late on Friday plus a load more today to keep us busy. First up is Wildcat (WC8) who have merged from suspension with lithium results that the market is loving. We provide an update on the Abyssinian 249D which went to a vote on Friday, then talk of another […]