Money of Mine

In this engaging discussion, John Sykes, an expert in mineral economics and geology, unpacks the complexities of critical minerals like tin, lithium, and rare earths. He sheds light on China’s dominance in the mining industry and its geopolitical implications. The conversation dives into the challenges of recycling metals and the evolving dynamics of the lithium market. Sykes compares the investment narratives between gold and critical minerals, emphasizing the power of storytelling in shaping market perceptions. A fascinating blend of economics and environmental considerations!

You asked the questions, we answered them.In today’s chat we ripped through a heap of questions that Money Miners sent in, quizzing us who the best management teams are, how we’re viewing certain projects, what the latest layoffs mean for the industry and a bunch more. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast. Thank you to our Partners: Axis Mining Technology - Drill hole survey instrumentation experts info@axisminetech.com – call Shaun Oehlman - +61457053260 Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 VRIFY – Communicate in 3D grant@vrify.com SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical Marty Law - mjl@smelectrical.com.au - +61 439 917 192 DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 Greenlands Equipment – Turnkey mine water management Caleb.M@greenlandsequipment.com.au - +61 447 178 806 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.com(0:00:00)Introduction(0:02:07)What should RRL do?(0:07:37)Is BGL a target(0:14:24)What next for ERA(0:18:42)The uranium bear case(0:21:00)Implications of job cuts(0:23:49)Will lithium have another day in the sun?(0:27:12)Ultimate resource management team(0:30:50)Will BHP sell West Musgrave(0:35:47)What's happening with copper(0:39:13)Strategic Glencore M&A(0:43:16)Interview bucket list(0:45:22)Lifestyle company (0:47:50)The best pubs(0:50:51)Things we've learnt and Things we wanna learn

It’s name and shame time to get us started, for those exploration battlers who can’t report on time.Then we’ve got uranium news from Cameco (CCJ.nyse), WA gold M&A involving BTR/AME/GML, quarterly awards with an Olympic theme plus a breakdown of the Albemarle news and what stood out to us this quarter. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast. Thank you to our Partners: Axis Mining Technology - Drill hole survey instrumentation experts info@axisminetech.com – call Shaun Oehlman - +61457053260 Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au - +61 475 627 569 DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.com Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group  Money of Mine on YouTube + Twitter(0:00:00)Introduction(0:01:01)Name & Shame(0:07:41)The latest from Cameco(0:13:19)WA gold M&A(0:22:57)Albemarle's big call(0:32:28)The quarterly Olympics(0:37:35)Quarterly stand outs

There’s been a few companies that are hitting an intriguing point in their life cycle that we had to chat about, starting with Adriatic (ADT) as well as Liontown (LTR).Brightstar (BTR) and Alto (AME) are doing a deal, with details not realised at the time of recording, while Champion Iron churned out a decent quarter from their high grade Canadian operations.Sign-up for the Director's Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast. Thank you to our Partners: Axis Mining Technology - Drill hole survey instrumentation experts info@axisminetech.com – call Shaun Oehlman - +61457053260 Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au - +61 475 627 569 DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.com Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group Money of Mine on YouTube + Twitter(0:00:00)Introduction(0:01:23)Is all well at Adriatic(0:15:21)All eyes on Liontown(0:16:56)Brightstar + Alto doing a deal(0:27:16)Champion Iron making cash

It’s all happening in the mining world.Another c. $2B of Fortescue (FMG) stock traded hands this morning, with fingers pointing at Capital Group again.BHP & Lundin Mining (LUN.TO) are teaming up to take out Filo (FIL.TO), share ownership of Josemaria and take their copper books to the next level.IGO shared their Q4 results and an outlook to FY25, as did Perseus (PRU), while MAC and SFR provided some new copper intercepts to the market.Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast. Thank you to our Partners: Axis Mining Technology - Drill hole survey instrumentation experts info@axisminetech.com – call Shaun Oehlman - +61457053260 Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au - +61 475 627 569 DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.com Buy Money of Mine MERCH Money of Mine on YouTube + Twitter(0:00:00)Introduction(0:01:31)$2b of FMG changes hands(0:11:05)BHP + Lundin go BIG(0:27:20)IGO outlook gets darker(0:41:10)MAC & SFR hit copper(0:45:59)Perseus's slightly less fruitful Q

3 big stories today, starting with ERA seeing its Jabiluka lease not renewed, then rumours swirling about M&A involving Teck and just about every major miner and finally the quarterly that was at Ramelius.Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast. Thank you to our Partners: Axis Mining Technology - Drill hole survey instrumentation experts info@axisminetech.com – call Shaun Oehlman - +61457053260 Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au - +61 475 627 569 DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.com Buy Money of Mine MERCHJoin our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:02:55)The best Uranium mine in the world….squashed(0:34:45)Sneaky Teck articles in Bloomberg(0:45:12)Ramelius printing cash again

We had pleasure of chatting with Bentley Atteberry, co-founder & CEO of Myst Trading, on all thing’s commodities.Bentley has a unique perspective given his position between investor & commodity trader, and shared views on coppers dramatic run up, the set up in aluminium, the niche world of tin, as well as what he’s picked up on the evolving lithium market and the beaten up PGM sector.Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast. Thank you to our Partners: Axis Mining Technology - Drill hole survey instrumentation experts info@axisminetech.com – call Shaun Oehlman - +61457053260 Mineral Mining Services – Your preferred mining contractorenquiry@mineralms.com.au - 1300 546 117VRIFY – Communicate in 3Dgrant@vrify.comGetWet Solutions – Innovative bladder tanks for mobile water storageMatt.hall@getwetsolutions.com.au - +61 475 627 569DSI Underground – Ground support gurushttps://www.dsiunderground.com/contactSilverstone – Energy solutions for your businesskenny@sstone.com.auCRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectorsdavidh@creinsurance.com.au - +61 2 9493 6100WA Water Bores – WA’s premier water well drilling companyJames@wawaterbores.com.au - +61 429 695 538K-Drill – Safe, reliable, and productive surface RC drillingdrew@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.comBuy Money of Mine MERCH Money of Mine on YouTube + Twitter(0:00:00)Introduction(0:03:28)Copper wild ride(0:09:27)Copper market structure(0:18:42)The next few years in Cu(0:20:49)Long term aluminium bull?(0:34:18)The tin set up(0:46:07)Challenges in nickel(0:49:16)Lithium learnings from China(1:08:39)Is China bullish EVs(1:11:32)Is long PGMs consensus 

We’ve got a BIG one.Bellevue (BGL) has come to the market hat in hand for $175m, while almost every ASX goldie shared a quarterly today (NST, WAF, CYL, PNR, RRL).Sandfire (SFR) had improved cashflow, but MATSA still looks shockingly expensive while Karoon (KAR) finally listened to shareholders by launching a buyback.  All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast. Thank you to our Partners: Axis Mining Technology - Drill hole survey instrumentation experts info@axisminetech.com – call Shaun Oehlman - +61457053260 Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au - +61 475 627 569 DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.com Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube + Twitter(0:00:00)Introduction(0:01:03)Bellevue stun market (0:25:45)The Tour De Gold(0:46:39)How expensive was MATSA?!(0:52:42)KAR board finally relent

We’ve got some big stories in the thick of quarterly season, starting with a highlight reel of the best moments so far, before we dive into Ora Banda’s (OBM) numbers, Lynas’ (LYC) valuation and Metal Acquisition Corps (MAC) output.We wrap things up with a chat about the well-received Spartan (SPR) resource upgrade. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast. Thank you to our Partners: Axis Mining Technology - Drill hole survey instrumentation experts info@axisminetech.com – call Shaun Oehlman - +61457053260 Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au - +61 475 627 569 DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.com Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group Money of Mine on YouTube + Twitter(0:00:00)Introduction(0:01:48)Best quarterly snippets(0:09:53)What Ora Banda have to do(0:23:26)Solving LYC's valuation(0:39:50)MAC impress in Q4(0:46:39)SPR light up on new resource 

First cab off the rank today is Paladin (PDN) with production of over 500kt pounds of uranium since the restart.Next up we spoke about South32 (S32) who had a horrid day after sharing their quarterly and an update on Worsley, followed by Regis (RRL) who came out with the McPhillamys DFS.We rounded up with 3 smaller operators, in varying states of health, with Jervois (JRV), Sierra Rutile (SRX) and Galena (G1A).Sign-up for the Director’s SpecialAll information in this podcast is for education and entertainment purposes only and is of general nature only.The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.Thank you to our Partners: Axis Mining Technology - Drill hole survey instrumentation experts info@axisminetech.com – call Shaun Oehlman - +61457053260 Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au - +61 475 627 569 DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.comBuy Money of Mine MERCH Money of Mine on YouTube + Twitter(0:00:00)Intro(0:02:44)Paladin pump pounds(0:17:12)S32 gets whacked(0:30:21)Regis' McPhillmays DFS disappoints(0:37:30)Jervois' struggles(0:41:28)Sierra Rutile's competing bid(0:44:03)Galena in trouble