Money of Mine

We’ve got a big one Money Miners. First up, Liontown’s (LTR) funding commitment as well as Pilbara’s (PLS) pre-auction sale.Next, we touch on Arafura’s (ARU) big funding announcement, the weather events hitting goldies including Gold Road (GOR) & Westgold (WGX) then onto the latest piece of shareholder activism in mining, Tribeca (and partners) talking up change at Glencore (GLEN).We then discuss the trend of exploration targets being shared by explorers, the latest moves in the copper market & we wrap up with another Syrah (SYR) capital raise.All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Communicate in 3Dgrant@vrify.com GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine SiteMatt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurushttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical expertssales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com KCA Site Services – Underground mining machineadmin@kcasiteservices.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 your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on Instagram(0:00:00)Introduction(0:01:37)Our thoughts on Liontown's funding commitment(0:20:37)PLS sell a block of spod pre-auction(0:21:24)Arafura's shock funding (0:29:46)Copper tearing up(0:30:58)Gold Road & Westgold cop a downpour(0:32:46)Tribeca getting active at Glencore(0:37:11)The exploratuion target trend(0:44:31)Syrah raising capital AGAIN 

Money Miners we’ve got a treat.Anthony Kavanagh + Rusty Delroy visited the studio for an outstanding chat on all things commodities. We pick the brains of these two on: - Lithium (price floors/ceilings, LTR, PLS, PLL, China manipulation) - Platinum Group Metals (hybrid EVs, ICE sales)- Gold (M&A, value, developers/explorers)- O&G (east coast, Santos, Woodside, CVN, COI)- Tin (market supply, players) plus a heap more. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Communicate in 3Dgrant@vrify.com GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine SiteMatt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurushttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical expertssales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com KCA Site Services – Underground mining machineadmin@kcasiteservices.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 your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on Instagram(0:00:00)Introduction(0:01:52)Will we see price floors/ceilings in contracts?(0:08:50)To what extent has China played the market(0:25:59)Thoughts on Liontown's financing(0:27:04)The Pilbara Minerals short(0:32:00)Plug-In Hybrids (PHEVs) winning market share(0:41:35)Hybrid adoption ramifications for Platinum Group Metals (PGMs)(0:50:00)Are gold stocks cheap?(0:53:54)Potential gold M&A(1:04:56)East Coast energy market (1:13:47)Woodside & Santos talks breakup(1:21:03)Is Rusty into Tin?(1:28:55)What's next for Develop (DVP)?

Plenty of news to get the week going, with the gold price flying we rip right into the big movers and speculate on why Spartan (SPR) is doing the publicity rounds.We then touch on Capricorn Metals (CMM) downpour and hit to production before having a chat about Delta Lithium’s (DLI) farm-in’s as well as Fortescue’s (FMG) farm-in with Magmatic (MAG).We then had a fascinating chat about what’s going on with copper treatment charges, which hit 14 year lows, as well as Lake Resources (LKE) who are rattling the tin, before rounding off with Calidus’s (CAI) half year books. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Communicate in 3Dgrant@vrify.com GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine SiteMatt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurushttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical expertssales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com KCA Site Services – Underground mining machineadmin@kcasiteservices.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 your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on Instagram(0:00:00)Introduction(0:01:38)Gold's flying - what M&A is next?(0:21:33)Will rain hit Capricorn's bottom line?(0:23:02)Delta Lithium sign multiple farm-in's(0:27:17)Fortescue sign copper farm in(0:28:34)Copper treatment charges hit 14 year low(0:34:55)Lake Resources rattling the tin(0:38:08)Calidus books highlight fragility 

Thomas Woolrych of Deutsche Rohstoff joins us in studio for a wide-ranging conversation. Tom is a geologist by background and he even wrote the book (for children) on the topic. We chat about the lithium market dynamics and Tom’s view that Chinese lepidolite production isn’t sustainable. We cover the process of backing discoveries while they are still cheap. We talk about jurisdictional risk relating to African opportunities and get Tom’s views on a range of different commodities. Finally we wrap up with an overrated / underrated segment.All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Communicate in 3Dgrant@vrify.com GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine SiteMatt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurushttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical expertssales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com KCA Site Services – Underground mining machineadmin@kcasiteservices.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 your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on Instagram(0:00:00)Venturing into AI(0:06:37)Tommy wrote the book on Geology(0:09:14)A lesson on Lithium in geology(0:10:36)Why we have seen a bottom in Lithium(0:16:36)Deutsche Rohstoff identifying opportunities with a geology-first approach(0:20:23)Algorithmic trend-following(0:25:10)The things that can ruin an investment(0:28:32)Management vs speed to market(0:33:01)Investing in Africa and navigating the Chinese(0:39:47)Being an 'active' shareholder via board seats(0:42:07)Investing in European or North Amer

We’ve got some big talking points today with MinRes in the media again for various reasons… the question is, who’s incentivised by what story?Deep Yellow (DYL) are doing a big capital raise, but we couldn’t help but ask the question, will it be the last. SolGold (SOLG.tse) also announced eye catching news with an investment agreement in Ecuador while Spartan (SPR) had a less than impressive change in substantial notice.Lastly, Cyprium (CYM) included a slide so rare we had to chat about it. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Communicate in 3Dgrant@vrify.com GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine SiteMatt.hall@getwetsolutions.com.au DSI Underground – Ground Support gurushttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical expertssales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com KCA Site Services – Underground mining machineadmin@kcasiteservices.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 your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on Instagram (0:00:00)Introduction(0:00:46)A hiccup in MinRes' haul road sale(0:08:35)Deep Yellow doing a big tin rattle(0:19:56)SolGold getting the governments tick (0:26:52)Gold M&A is back! Ramelius to buy Karora?(0:32:49)A change in director interest worth following

Plenty to chat about as Albemarle (ALB.nyse) rattles the tin in a big way whilst 29 Metals (29M) made a change at the top. The Battle for Nyanzaga rumbles on with OreCorp’s (ORR) AGM being held late last week while First Quantum (FM.t) have had a massive job deleveraging their balance sheet. When then had a dive into the PGM (or PGE?) market which is having a very tough time before rounding off with drill results from Wildcat (WC8) & Spartan (SPR).All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.Podcast Partners:VRIFY – Communicate in 3Dgrant@vrify.comGetWet Solutions – Innovative Bladder Tanks for mobile Water storage on your Mine SiteMatt.hall@getwetsolutions.com.auDSI Underground – Ground Support gurushttps://www.dsiunderground.com/contactSMEC Power & Technology – Electrical expertssales@smelectrical.com.auAnytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.comKCA Site Services – Underground mining machineadmin@kcasiteservices.com.auBrooks Airways – Perth’s leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.auMoney of Mine MERCH hereJoin our exclusive Facebook Group for the Money Miners Subscribe to the HOOTEROO HERALD Money of Mine YouTube Money of Mine Twitter Money of Mine LinkedIn(0:00:00)Intro(0:03:06)Albemarle launch HUGE capital raise(0:12:14)Big news out of 29 Metals(0:16:44)The Battle for Nyanzaga rumbles on (0:20:58)First Quantum's massive deleveraging (0:27:43)What's going on with PGM's?!(0:34:28)Wildcat & Spartan's news from the drillbit

We’ve got a fascinating chat in store for the Money Miners, our chat with Dan Porter of Pure Asset Management.Dan has plenty of experience as an analyst covering resources, mining services and the energy sector to name a few, and he’s now investing with a with a relatively unique strategy. In our conversation we delve into how he gets the best of both debt & equity, the companies he’s keep a close eye on, intriguing rationale on what to look for in mining services plays as well as plenty on the energy sector. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Podcast Partners: VRIFY – Communicate in 3Dgrant@vrify.com (no e) DSI Underground - Ground Support Legendshttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical Guru’s for the Mining Industrysales@smelectrical.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and moreadmin@kcasiteservices.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 your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram(0:00:00)Introduction(0:02:00)How Dan Porter can ensure his returns (0:06:46)The dirty word in mining finance(0:12:09)Getting access to the data room(0:16:09)Finding the sweet spot on the Lassonde curve(0:18:49)Matty's favourite destinations - PNG & Cobar (0:24:00)Does Pure work better in a high interest rate environment?(0:28:27)A Tungsten turnaround (0:32:47)The problem with mining services companies (0:37:34)What does make a good Mining Services company?(0:41:33)Should a Contracting company go Public?(0:44:00)The role of energy companies in QLD(0:56:58)Picking energy plays

Strap yourselves in Money Miners we’ve got a U bonanza. We chat with Ben Finegold of Oceanwall who’s done nothing but read about uranium for the last 4 years. He’s a wealth of knowledge on Kazakhstan, the sulphuric acid issues, transportation routes (& their importance), the rise of China, the West’s enrichment capacity, alternatives to miners and heaps more.All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Transforming the way Mining companies communicate to 3DEmail grant@vrify.com (no e) for more information InvestorHub – The go-to Digital Platform shaking up the Investor Relations industryEmail rhori@investorhub.com for more information DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industrieshttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical Guru’s for the Mining Industrysales@smelectrical.com.au McMahon Mining Title Services (MMTS) – Australia-wide tenement service expertshttps://www.mmts.net.au/#contact Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and moreadmin@kcasiteservices.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 Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter(0:00:00)Ben FineUranium (0:00:48)The recent down tick in U(0:04:16)What's happening in Kazakhstan (0:08:02)The link between output quota's & management turnover at KAP(0:14:38)The sulphuric acid issue (0:22:26)How does Kazatomprom balance between Russia, China and the West?(0:27:56)What happens if Cameco and Kazatomprom miss guidance?(0:32:11)What is Cameco's incentive?(0:38:42)Why U transportation routes matter(0:44:35)Is there enrichment capacity for SMR's?(0:53:11)Will China suck up 10Mlb's?(1:02:25)How will contracts be priced going forward?(1:06:25)Force Majeure on SPUT & Yellowcake(1:08:05)What's the end-game?(1:12:07)Will Institutions play silly buggers?

We start with the hottest news of the day, South32 (S32) selling one of their strongest cash producing assets Illawarra. Next, we dive into Emerald Resources (EMR) half year result showing solid performance in Cambodia couple with a difficult time breaking into Australia. BHP’s decision to trim jobs came up and the decision making behind this was our next focus, before rounding out on a highly levered turnaround play in Metro Mining (MMI). All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: VRIFY – Communicate in 3Dgrant@vrify.com InvestorHub – The go-to Digital Platform shaking up the Investor Relations industryrhori@investorhub.com DSI Underground – Ground Support gurushttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical expertssales@smelectrical.com.au McMahon Mining Title Services (MMTS) – Australia-wide tenement serviceshttps://www.mmts.net.au/#contact Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com KCA Site Services – Underground mining machineadmin@kcasiteservices.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 your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on Instagram(0:00:00)Introduction(0:00:47)The help S32 need(0:02:52)Did South32 make the right call selling Illawarra?(0:19:58)Emerald's (EMR) slow & steady entry into Aus(0:26:15)Why are BHP shedding jobs(0:29:44)Metro Mining - A study on operational & financial leverage 

Ora Banda’s (OBM) got the ball rolling today with exploration results, a company update then bang! Capital raise. Next cab off the rank was West African (WAF) with an update on Kiaka, then Core Lithium (CXO) cancelling their mining services contract followed by a deep dive into two diverging mining services plays, Dynamic (DDB) and Vysarn (VYS). Sandfire (SFR) received good news for their Black Butte project, whilst Strike Energy’s (STX) management looked to reassure shareholders and Azure (AZS) got another tick of approval.All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Podcast Partners: VRIFY – Communicate in 3Dgrant@vrify.com InvestorHub – The Digital Platform shaking up the Investor Relations industryrhori@investorhub.com DSI Underground – Ground Support gurushttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical expertssales@smelectrical.com.au McMahon Mining Title Services (MMTS) – Australia-wide tenement serviceshttps://www.mmts.net.au/#contact Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com KCA Site Services – Underground mining machineadmin@kcasiteservices.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 your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn Money of Mine on Instagram(0:00:00)Ora Banda: Drill results, company update…capital raise!(0:13:07)WAF narrow Kiaka start date(0:16:35)Core Lithium pay up to end contract(0:19:32)A tale of two companies - Dynamic (DDB) & Vysarn (VYS)(0:31:31)Sandfire get the all clear at Black Butte (0:34:13)Strike Energy management try to calm the market(0:45:22)Azure Minerals check another box for takeover