Money of Mine

Excitement fills the air as Ramelius and Spartan join forces, reshaping the mining industry in Western Australia. The discussion dives into the financial impact of this merger and its strategic motivations. Meanwhile, there's a buzz about rising stock prices in the gold market and potential acquisition targets. Insight into shareholder dynamics reveals how corporate strategies evolve amid competitive pressures. The podcast wraps up with a closer look at the gold commodities market and the implications for future exploration and investments.

Guy Keller, a leading uranium bull at Tribeca Funds Management, shares his expertise on the uranium market's current dynamics. He dives into the surprising short-interest in uranium stocks and the implications for investors. Keller discusses EnCore's recent 50% drop and shares valuable insights on portfolio management strategies. The conversation touches on pricing challenges influenced by regulatory factors, as well as the intricate dynamics of uranium drilling and contracting. His seasoned perspective sheds light on the evolving landscape and opportunities within the sector.

There was plenty for us to explore today, starting with Boss Energy’s dealing with Laramide.We then explored the potential for First Quantum to restart Cobre Panama, before moving south to Solgold on the news that Jiangxi now holds 12% of their stock.Lastly, we touch on the WA gold space following Ora Banda’s latest drill success. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode) Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor https://www.mineralminingservices.com.au/join-us/ - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - pn@groundedgroup.com.au Sandvik Ground Support – The only ground support you’ll ever need http://www.rocktechnology.sandvik/groundsupport CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au - +61 416 015 876 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.  rob.burnett@swickmining.com - +61 8 6253 2310 Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy info@quattrope.com - +61 8 9373 1140 Cross Boundary Energy – Independent Power Producer for the global mining industry tim.taylor@crossboundary.com - +61 466 184 943   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, LinkedIn & Instagram(0:00:00)Introduction(0:01:20)Boss creep up on Laramide(0:07:16)When will First Quantum restart Cobre Panama?(0:20:57)Will someone finally buy Solgold's Cascabel(0:34:18)What does drillbit success mean for OBM

The podcast dives into the recent turmoil in the mining sector, highlighting a dismal day for stocks and ongoing market challenges. It discusses a 17-year plan for Mount Magnet and the impact of financial adjustments required for lower-grade ore. Cobalt's drastic price decline due to oversupply from the DRC and Indonesia is another key topic, alongside the intricate supply-demand dynamics shaped by geopolitical factors. The speakers also explore investment uncertainties in Argentina's mining landscape, emphasizing the need for regulatory stability in this cyclical industry.

A tantalizing takeover saga unfolds as a London-listed miner rejects a staggering 93% premium offer. The hosts dive into the intriguing world of mineral sands, discussing the strategic movements of major players like Rio Tinto and Kenmare Resources. They explore the complexities of the titanium market amid geopolitical tensions and reminisce about outrageous visible gold discoveries. Historical anecdotes from Australia’s gold mining heritage add a rich layer to the conversation, blending industry insights with humor and reflection.

Vukasin Pekovic, a savvy junior mining analyst known for his insights on Twitter, joins the discussion along with the experienced CrimsonCarp. They explore how to unearth lucrative opportunities in junior mining, emphasizing the significance of geological knowledge and market trends. Discover their diverse investment strategies and the importance of risk management. The conversation also dives into case studies, highlighting the potential of specific regions and the critical role of thorough research in maximizing returns in this complex sector.

We kick things off today with a walk through how someone managed incinerate a few million dollars in a matter of moments at BHP. Next up we tackled the lithium giant SQM and delved into trying to decipher where we’re at in the lithium cycle.Lastly, we chatted about the common trending of switching out your lithium assets for gold while looking at TG6’s acquisition.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode) Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor https://www.mineralminingservices.com.au/join-us/ - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - pn@groundedgroup.com.au Sandvik Ground Support – The only ground support you’ll ever need http://www.rocktechnology.sandvik/groundsupport CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au - +61 416 015 876 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.  rob.burnett@swickmining.com - +61 8 6253 2310 Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy info@quattrope.com - +61 8 9373 1140 Cross Boundary Energy – Independent Power Producer for the global mining industry tim.taylor@crossboundary.com - +61 466 184 943   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, LinkedIn & Instagram(0:00:00)Introduction(0:02:01)Fat finger disaster at BHP(0:10:39)Are we near the bottom for lithium stocks?(0:31:17)TG6 swap out lithium for gold

We had the opportunity to sit down Vuslat Bayoglu, a man who knows more then most about running an African mining business.Vuslat leads Menar, a private mining & investment company, that has bought assets from Rio in the past and understands the intricacies of operator in a tough market. He gave us the 101 on the much-maligned SA power situation, how he assess the pros & cons of operating in Africa as well as how to extract value from overlooked projects.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode) Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - pn@groundedgroup.com.au Sandvik Ground Support – The only ground support you’ll ever need http://www.rocktechnology.sandvik/groundsupport CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au - +61 416 015 876 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.  rob.burnett@swickmining.com - +61 8 6253 2310 Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy info@quattrope.com - +61 8 9373 1140 Cross Boundary Energy – Independent Power Producer for the global mining industry tim.taylor@crossboundary.com - +61 466 184 943   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, LinkedIn & Instagram(0:00:00)Introduction(0:02:25)Investment landscape in South Africa(0:08:25)Private vs Public(0:11:56)Local SA knowledge(0:15:15)Infrastructure constraints in SA(0:19:49)Mineral endowment(0:29:58)Coal transactions(0:33:12)Natural Gas pricing(0:36:40)SA downstream production

We jumped straight into uranium talk with EnCore Energy getting punished, down 46% on a production miss and the news that its CEO would leave the company effective immediate. We then had a detailed conversation on the risk-off sentiment across markets, where China is heading in policy and stimulus, the continued intensity of its Belt & Road Initiative and how Australia fits into all of this. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode) Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor https://www.mineralminingservices.com.au/join-us/ - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - pn@groundedgroup.com.au Sandvik Ground Support – The only ground support you’ll ever need http://www.rocktechnology.sandvik/groundsupport CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au - +61 416 015 876 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.  rob.burnett@swickmining.com - +61 8 6253 2310 Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy info@quattrope.com - +61 8 9373 1140 Cross Boundary Energy – Independent Power Producer for the global mining industry tim.taylor@crossboundary.com - +61 466 184 943   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, LinkedIn & Instagram(0:00:00)Introduction(0:01:50)enCore Energy SMASHED(0:21:20)JD's Macro and China views as of TODAY(0:50:50)Will DOGE cause ripples around the world?

Darren Kwok from Perenti/Barminco and Andrew Dawson from Sandvik joined the show to chat the future of underground load & haul. We had a yarn about: ·       Battery truck trial at Sunrise Dam·       Diesel/Electric loaders and trucks hitting the market·       Hybrid potentials for Load & HaulDiscounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - pn@groundedgroup.com.au Sandvik Ground Support – The only ground support you’ll ever need http://www.rocktechnology.sandvik/groundsupport CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au - +61 416 015 876 Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists lachlan@saltbush.net - +61 400 722 059 Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.  rob.burnett@swickmining.com - +61 8 6253 2310 Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy info@quattrope.com - +61 8 9373 1140 Cross Boundary Energy – Independent Power Producer for the global mining industry tim.taylor@crossboundary.com - +61 466 184 943   Buy Money of Mine MERCH Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:02:20)What is what?(0:07:23)Why go Diesel/Electric?(0:11:10)Technology behind individual wheel-ends(0:15:09)Keep the electrics water-proof(0:17:12)Full battery trial at Sunrise Dam(0:26:10)Will it be battery swap or battery charging?(0:29:35)Hybrid potential?(0:34:00)Surface power balance(0:38:13)Collaborating for future mines(0:40:10)UGOPS2025