We serve up four fascinating stories for the Money Miners, opening with what fundies around Australia are saying about the market, small caps, and commodities. Sigma Lithium (SGML.tsx), the Canadian-listed lithium, caught our eye by essentially announcing itself for sale which naturally had us chatting. Another overseas listed company, Greatland Gold (GGP.lse) was next up […]
A few weeks ago we had the privilege of sitting down with Russell Delroy of Cottesloe-based Nero Resource Fund. Nero’s performance is stellar. But you don’t need us to tell you to pay attention when Rusty speaks. In this conversation, we talked about one of the biggest issues plaguing our industry – to the […]
There were multiple fascinating stories for us to pick apart today. First up, the big news of the day was at Delta Lithium (DLI), with their largest shareholder Mineral Resources (MIN) having inserted two people onto the board and David Flanagan leaving the company. We received confirmation that Gina has picked up a […]
First up today we discuss certain points put forward by Chalice Mining (CHN) on the back of our analysis to their much-anticipated scoping study. Tietto (TIE) was next up, having to retract their production schedule and African Down Under presentation having not released the relevant resource model, while Syrah (SYR) announced a loan commitment of […]
What an honour to interview the global “Legend of Lithium”, Joe Lowry. This bloke has been in the Lithium industry for 30 years and also hosts the Global Lithium Podcast. We chatted everything Lithium both within Australia and around the world. There is no better guru to take note from when looking at Lithium. Joe […]
We had a few interesting stories catch our eye today, with the Liontown (LTR) on-market action coming first up. Then, it was on to Sandfire (SFR) with their contract award to Perenti (PRN), plus an outlook MATSA & Motheo and a gripe with equity research. We round off with a recap of the […]
Today we had the pleasure of interviewing the great Warren Gilman in a “can’t-miss” interview. Warren has a wealth of experience, having invested capital in the natural resource world on behalf of notable entrepreneurs including Andrew “Twiggy” Forrest, Li Ka Shing, Brett Blundy, Jack Cowin and John Singleton. He previously managed CEF Holdings […]
Today marks the third consecutive episode we find ourselves talking about Bald Hill. Late yesterday, Min Res (MIN.asx) confirmed themselves as the suitor to buy the project. Matty goes deep on the strategic relevance of the South Kal Lithium Province and all the players in the region. We wrap up with a discussion on Tietto’s […]
Today was a show for the lithium faithful with news from corners of the world. American chemicals company Albemarle came in (again) for Liontown (LTR), this time tabling a $3 per share takeover bid which appears to have finally won over the LTR board. More details emerged regarding the hunt for Bald Hill […]
Another fruitful day of news to analyse, with the revolving door at Fortescue (FMG) again being a talking point as two further senior figures leave the company. We then delve into the Bald Hill debacle, which appears to have an imminent end to it, with a mysterious bidder for the prized asset lurking. A […]
Two big stories for us to pull apart today, Chalice and 29 Metals! We had Emanuel Datt of Datt Capital on for our Chalice segment, helping us get into the weeds on a range of aspects we found of interest. We also couldn’t help but discuss troubled copper miner 29 Metals, who have […]
We’ve got a great discussion for the Money Miners today, an interview with Dylan Kelly on all thing’s rare earths. We break down what the rare earth elements that matter are, where the value is added along the chain, which companies have executed well + why, what is needed to be a successful rare […]
