Money of Mine

We ripped straight into the big one today, dissecting what the US ban on Russian enriched uranium means for the market.Next up was a deep dive into AlphaHPA (A4N), who had a huge day announcing their DFS, FID and financing, before we picked over Patriot Battery Metals (PMT) capital raise.Lastly, we got the run down on Metals X’s (MLX) AGM.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: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au 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 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@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, LinkedIn & Instagram(0:00:00)Introduction(0:01:26)What does the US Russian uranium ban mean?(0:16:13)Why is AlphaHPA a fascinating company(0:37:13)Patriot Battery Metals rattle the tin(0:40:19)The lowdown on Metals X's AGM

We had the great opportunity to sit down with Todd Warren, investor and partner at Tribeca Investment Partners.Our conversation was super wide ranging, covering topics such as changes in the decarbonisation thematic, demand for hybrid vehicles, resource nationalism, the volatile nickel market, the big BHP - Anglo deal, the case for uranium, the Energy Fuels - Base Resources deal, the lithium market and lots 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: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au 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 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@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, LinkedIn & Instagram(0:00:00)Introduction(0:01:18)Changes to decarb since 2021(0:02:44)Demand for hybrids(0:07:27)Nationalism of industries(0:12:11)Rise of ASEAN nations(0:13:14)Nickel

This one’s all about the BHP-Anglo deal.We set the scene, then give an overview of what’s happened over the past few days. Next we step through Anglo’s strategy, sharing our thoughts go what’s being kept and what’s going, before diving into BHP’s retaliation, and lastly, where does it go from here.The termination of Patriot Battery Metals (PMT) and Albemarle (ALB.nyse) MoU to go downstream was also worthy of a chat. 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: VRIFY – Communicate in 3Dgrant@vrify.comGetWet Solutions – Innovative bladder tanks for mobile water storageMatt.hall@getwetsolutions.com.auDSI 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 WA Water Bores – WA’s premier water well drilling companyJames@wawaterbores.com.auBrooks Airways – Perth’s leading charter flight operatorsops@brooksairways.comK-Drill – Exploration drilling guru'sryan@k-drill.com.auWe use SPARK - Market data for active ASX Traders - https://sparktrader.comBuy 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(0:00:54)Setting the scene: BHP-Anglo(0:03:41)What's happened lately(0:08:56)Anglo's go-it-alone strategy(0:27:19)The BHP retaliation(0:36:10)What happens from here(0:45:15)Patriot & Albemarle terminate MoU

We’ve got a great interview to share with Ben Bailey of risk arb fund Harvest Lane. This one is all about the deals, the bread and butter of Harvest Lane, and we cover plenty, including the takeover of Azure (AZS)/Gina/SQM, Tietto (TIE), Sierra Rutile (SRX), offshore oil play FAR, Base (BSE) and Energy Fuels (UUUU.ny), Red 5 & Silver Lake (SLR), cotton target Namoi (NAM), , and 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: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au 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 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au 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)Ben Bailey in person on Money of Mine(0:00:47)What happened at Azure(0:09:46)How bizarre was the Tietto takeover(0:20:03)The Fumble in the Jungle (SRX)(0:30:34)Money on the table at FAR?(0:39:02)The Base Resources / Energy Fuels takeover(0:43:41)The quirks of the Red 5 - Silver Lake deal(0:49:50)Tricks of the trade(0:50:53)The story unfolding at Namoi Cotton

We’ve got some fascinating stories to chat about, starting with the shocking fraud news out of Canada from Red Pine Exploration (RPX.v).Next, we share our thoughts on the bizarre decision for NexGen (NXG) to sign a con note to go and buy physical uranium, then it’s off to Africa for the latest at AVZ Minerals (AVZ), Leo Lithium (LLL) and Firefinch (FFX).Our penultimate story is on the prospect that Gold Road (GOR) will sell itself, before wrapping up on the news Austral (AR1) has ended its period in receivership. Firefinch saga YouTube, Spotify 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:VRIFY – Communicate in 3Dgrant@vrify.comGetWet Solutions – Innovative bladder tanks for mobile water storageMatt.hall@getwetsolutions.com.auDSI 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.auWA Water Bores – WA’s premier water well drilling companyJames@wawaterbores.com.auBrooks Airways – Perth’s leading charter flight operatorsops@brooksairways.comK-Drill – Safe, reliable, and productive surface RC drillingryan@k-drill.com.auJoin 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(0:03:16)The Return of Bre-X(0:18:02)Naughty Naughty NexGen(0:34:32)AVZ, Leo Lithium and Firefinch(0:48:38)Is Gold Road for sale?(0:51:54)Glencore buy Austral

Our guest today is Gabriel Radzyminski, founder of activist hedge fund Sandon Capital.Gabriel outlined the state of activist investing in Australia and why he started the fund, how he picks opportunities, his recently announced campaign at Karoon Energy, his history with Iluka and much more. Sign-up for the Director’s Special Chapters:(0:00:00)Introduction(0:01:05)Why start an activist fund(0:03:57)Warren Buffett - the original activist (0:06:48)Are big investors moving away from activism? (0:14:51)Sandon & STAM's campaign at Karoon(0:15:55)2023's worst capital raise (0:25:43)Misaligned incentives (0:28:20)Picking opportunities (0:32:57)Iluka's iron ore royalty(0:43:16)Did Iluka appreciate the value?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: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au 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 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au 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

We’ve got a cracking chat with Rene Sterk to share today. Rene is a geologist who is busy on many fronts, with a passion for the industry that can be felt. We discussed how and why JORC is changing, how things differ from overseas to Australia, the tricks to look out for in reporting and plenty more.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: VRIFY – Communicate in 3Dgrant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storageMatt.hall@getwetsolutions.com.au DSI Underground – Ground support gurushttps://www.dsiunderground.com/contact Silverstone – Energy solutions for your businesskenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectorsdavidh@creinsurance.com.au WA Water Bores – WA’s premier water well drilling companyJames@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy Money of Mine MERCH  Join our exclusive Money Miners Facebook Group  Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Rene Sterk on Money of Mine(0:01:41)Fixing JORC(0:24:54)Ramifications on inferred resources(0:29:47)Parker Challenge for Oyu Tolgoi resource(0:33:48)Stringent drill spacing(0:36:29)Top things to check in a Mineral Resource Estimate(0:41:17)What is a world class intersection?(0:45:10)How does Ni43-101 differ from JORC?(0:49:34)Will MRE's be harder to do?(0:55:37)How should companies be made accountable?(0:59:40)Dealing with misaligned MD's and CEO's(1:07:47)Proportion of money put into the ground(1:15:09)Rene's Youtube channel - MEASURED

An expert on PGMs, Roger Baxter, discusses the current supply-demand setup, South African operations, impact of hybrid vehicles on the market, and the role of recycling in the PGM industry.

Mark Thompson, a tin market expert, joins Hadley Natus, a pricing insights specialist, to unpack the complexities of the tin market. They discuss the tin bull thesis, exploring historical price movements and current supply challenges from major producers like Indonesia and Myanmar. The conversation highlights the role of geopolitical risks, smelter shortages, and the critical importance of tin in modern technology. Together, they analyze how these factors shape pricing dynamics and future demand in the volatile tin landscape.

Our guest today is David Finch, CEO of Ixios Asset Management. David recently shared a much-publicised tweet on the rules that the junior mining industry should abide by to help lift the sector out of its malaise. The post naturally clicked for us and was worthy of expanding on in greater detail.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. VRIFY – Communicate in 3Dgrant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storageMatt.hall@getwetsolutions.com.au DSI Underground – Ground support gurushttps://www.dsiunderground.com/contact Silverstone – Energy solutions for your businesskenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectorsdavidh@creinsurance.com.au WA Water Bores – WA’s premier water well drilling companyJames@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au(0:00:00)David Finch on Money of Mine(0:07:03)Don't whine about naked short selling(0:08:59)Don't issue paper at a 30% discount + warrants(0:15:10)Don't issue yourself a big chunk of capital at 0.0001c(0:16:53)You know the company will need more capital at some stage (0:19:19)Don't put eight of your best golfing buddies on the board(0:22:19)Don't jet round the world on the company dime(0:24:28)Don't fill your desk with macro bullshit(0:27:23)Don't have a slide comparing your company to others on market cap/oz(0:28:52)Don't use phrases like 'bonanza grade'(0:30:55)Spend at least 80% of the company's money advancing the project(0:33:41)Make sure your business plan is adjusted to produce regular news flow (0:35:48)Don't use gold loans, pre-pays, convertibles or royalties in a pre-rev company(0:38:53)If there's bad news - be upfront