Money of Mine

We’ve got a great chat to share with Fergus Cullen (or Trader Ferg).Ferg writes a popular Substack blog, where he hunts for value investments in a lot of the areas we like to look.We had a blast picking through PGMs, beaten oil services plays, the evolution of the uranium trade, where coal and other energy goes from here, why he’s taken a liking to gold as well as the recent addition of tin to his portfolio. 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 - +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 Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com – 1300AIRWAY 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(0:00:00)Introduction(0:03:43)Is nickel an opportunity(0:06:57)Beaten up PGMs(0:12:14)The oil services attraction(0:15:48)PGM supply risk(0:21:11)Being too early(0:23:04)African risk(0:26:13)Entering uranium(0:29:23)When to sell(0:32:24)Index flows(0:34:51)Energy Return on Investment(0:40:02)Namibia Uranium(0:42:38)Boss' director sales(0:46:32)Nexgen's colourful moves(0:49:51)Rare earths - too hard(0:53:39)Met vs thermal coal(0:57:21)China & developing markets(1:02:39)Why gold(1:08:47)Buying physical (1:14:13)Adding tin 

We’re straight into the shorts today, chatting through a heap of the most shorted ASX miners and pondering why.Then, we delved into the EU’s latest attempts to support its auto-makers by ratcheting up tariffs on Chinese made vehicles, before we picked through who could buy Spartan (SPR) on the back on its run.Big copper producer MMG have been making some fascinating moves in capital markets which drew us in, and to round off we discussed Galena (G1A) and Hastings (HAS) tough journey. 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 - +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 Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com – 1300AIRWAY 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(0:00:00)Introduction(0:01:29)ASX's most hated stocks(0:11:55)EU says NO to Chinese EVs(0:19:27)Why $SPR get taken?(0:36:52)MMG get BUSY(0:43:42)HAS & G1A's long road

We sat down with Stephen Wood of Eiger Capital to chat through his views on the world of resources.Stephen has been invested in a host of companies across many commodities that we love to chat about, from goldies to iron ore, and uranium to rare earths. He’s got a philosophy on picking miners coming to production in a bullish market which we got a kick out of debating with him.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)Introduction(0:01:27)Iron ore mirrors lithium(0:21:40)Lynas & MP tie up?(0:29:02)Iluka's funding gap(0:32:57)Will BGL raise cash?(0:39:41)BGL growth(0:41:48)Why hold Deterra?(0:46:48)The Uranium market(1:04:45)Backing Whitehaven

We’ve got plenty of stories from around the grounds, starting with 29Metals (29M) finalising their offtake financing, then onto Southern Cross (SXG) & Mawson Gold (MAW.t) tying the knot.MinRes (MIN) seem to have pushed their $200m Red Hill (RHI) payment down the road a touch, while oil & gas M&A rumours are in the air. Bannerman (BMN) knocked out more study numbers while AIC Mines (A1M) hit their FY24 guidance and Spartan (SPR) shared further gold hit. To wrap up, we had some word on the decline regarding BHP’s Nickel West (BHP). 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 - +61 475 627 569 DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – 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 538Brooks Airways – Perth’s leading charter flight operatorsops@brooksairways.com – 1300AIRWAYK-Drill – Safe, reliable, and productive surface RC drillingryan@k-drill.com.auWe use SPARK - Market data for active ASX Traders - https://sparktrader.comBuy Money of Mine MERCHJoin our exclusive Money Miners Facebook GroupMoney of Mine on YouTube(0:00:00)Introduction(0:01:01)29M - tell us the margin!(0:04:43)Southern Cross & Mawson merger(0:11:17)MinRes delay Red Hill payment(0:14:35)O&G deal rumours (0:17:52)More studies from BMN(0:21:44)Guidance hit at A1M(0:23:29)Gold hits at Spartan(0:24:36)BHP Word on the Decline

Bonus ep time Money Miners.We sat down with 4 (3 in person, 1 virtually) UGC’s who earned their way onto the show through their phenomenal effort in sharing the Director’s Special newsletter.Chatting with these Money Miners, we ventured from exciting small caps to M&A at the big end of town, from valuing gold in the ground to resource nationalism and plenty in between.It was a privilege to sit down & have this cracking conversation.  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 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 538Brooks Airways – Perth’s leading charter flight operatorsops@brooksairways.com – 1300AIRWAYK-Drill – Safe, reliable, and productive surface RC drillingryan@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 Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)UGCs on MoM(0:05:10)Koala's final words on Anglo/BHP(0:18:49)Optimality(0:26:24)Processing balls ups(0:38:03)KRM(0:43:56)First Quantum(0:54:59)Koala's picks(1:01:30)Bryce vs Trav on blockchain(1:17:35)Nexgen

The Money Miners have long requested a small cap special, and we’ve done it.We brought on geological whiz Ahmad Saleem to help us navigate some hot regions, companies and commodity all across the world.First up we went to the Cobar to pick through the exploration hopeful, including AGC, PEX and TLM and more. Then, it was over to Africa, first in the Copper-belt looking at PSC and onto WIA and their Namibian gold ambitions. Lastly, closer to home, we ventured to the West Arunta to look at WA1, ENR, CGR and RCR. 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 - +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 Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com – 1300AIRWAY 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(0:00:00)Ahmad Saleem - Geological whiz(0:03:17)What's cooking in the Cobar(0:26:10)Is Zambia the next copper hot-spot?(0:46:50)Have WIA got what it takes?(0:56:14)The beautiful West Arunta

Chris Ellison pulled one of his “levers” and announced the much-anticipated sale of 49% of the haul road. We look at the players that could reap the rewards for the new road.Matty got us up-to-date on all the big rumblings in the uranium world, then we chatted through the life and recent struggles of Sheffield Resources (SFX).Novelis ditched their BIG IPO plans which had us raising an eyebrow and lastly we chatted about the bad habit of deals continuously leaking on the ASX. 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 - +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 Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com – 1300AIRWAY 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 (0:00:00)Introduction(0:01:36)MINs bring the cash (0:04:51)The Onslow iron ore hopefuls(0:17:48)What's going on in uranium(0:31:59)Sheffield start stumbling (0:39:39)Novelis ditch IPO plans(0:44:04)Leaky deals on the ASX

This is a juicy episode. We decided to chat through all the companies that have something bubbling away that could rise to the surface soon.We run through it by commodity, chatting our way through energy (including uranium), gold, lithium, iron ore, mineral sands, rare earths, copper and met coal.Too many companies to mention came up! 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 - +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 6100WA Water Bores – WA’s premier water well drilling companyJames@wawaterbores.com.au - +61 429 695 538Brooks Airways – Perth’s leading charter flight operatorsops@brooksairways.com – 1300AIRWAYK-Drill – Safe, reliable, and productive surface RC drillingryan@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 Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:03:10)Energy(0:17:51)Gold(0:30:52)Lithium(0:36:16)Iron ore(0:41:58)Rare earths(0:49:54)Mineral sands(0:51:24)Copper(1:00:19)Develop Global (0:10:14)Greatland Gold (1:18:56)Anglo met coal(1:23:23)Gina's influence

On our voyage to Sydney, we sat down with Darko Kuzmanovic (Janus Henderson) and Matt Fist (Firetrail), alongside Livewire’s James Marley, to pick the brains of these resource investors.This video is part 2 of the interview, with part 1 posted on Livewire’s channel last Friday (link below).While part 1 covered resource investing fundamentals, lithium (IGO, PMT, PLS) and copper, part 2 dives further into copper, gold, some fascinating views on debt vs equity funding projects, management premiums and the uranium trade. Link to Part 1: https://www.youtube.com/watch?v=3UgQPOGODPc&t=680sSign-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.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 538Brooks Airways – Perth’s leading charter flight operatorsops@brooksairways.com – 1300AIRWAYK-Drill – Safe, reliable, and productive surface RC drillingryan@k-drill.com.auWe use SPARK - Market data for active ASX Traders - https://sparktrader.comJoin our exclusive Money Miners Facebook Group (0:00:00)Introduction(0:02:06)Friedland & Ivanhoe (0:06:16)Darko & Fisty's investment strategies (0:08:58)Small cap investing(0:14:46)Spartan's growth story(0:17:12)Debt vs equity funding(0:23:09)The outlook for Genesis(0:26:21)Management premiums (0:27:18)Uranium thematic (0:32:49)What are NexGen doing?

JD sat down with Roscoe Widdup, founder of Triple Eight (T8) Capital for a deep dive into Roscoe’s view on markets. T8 run a Clean Energy Fund as well as a Gold Fund, which formed the foundational of all the different themes and companies discussed. Roscoe shared what he looks for in companies, what the last 5 years has been like in the volatile space, why gold bullion is the best perform asset of the past years and a heap 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 - +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 Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com – 1300AIRWAY 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(0:00:00)Intro(0:02:17)Roscoe Widdup(0:02:44)Clean energy myths(0:05:08)Understanding the macro(0:09:15)Multiple compression(0:12:53)Cost of capital importance(0:16:01)Finding standout businesses(0:17:57)The solar opportunity(0:21:38)BIG US tariffs(0:25:17)EV industry consolidation(0:31:00)The hybrid threat(0:32:13)Nuclear & uranium (0:34:00)MP Materials vs Lynas(0:36:32)Contrarian on copper(0:40:48)The Gold Fund (0:47:15)ASX goldies vs overseas players(0:50:12)Central Bank gold buying (0:54:10)Real rates & the gold price move(1:05:16)Gold stocks vs bullion