Money of Mine

Money Miners, we’ve got the interview for all your battery metals questionsWe had a conversation with Matt Fernley (founder of Battery Materials Review & Head of Research at Westbeck Capital) to talk about lithium cost curves, inventories, Chinese dominance, EV sales, the rise of plug-in hybrids, how governments impact the markets plus nickel, graphite, manganese, cobalt & more!Read the Battery Materials Yearbook here 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(0:00:00)Introduction(0:01:45)Why were lithium predictions so wrong in 2023(0:04:32)The story of lithium inventories (0:08:39)Chinese lepidolites changing the game(0:15:16)Incentive price doesn't equal breakeven price(0:19:06)Chaning conversions costs for lithium(0:22:19)How with China's EV domination play out(0:28:32)The massive role of governments in Evs(0:31:45)Is the consensus EV sales forecast wrong?(0:35:15)Plug-In Hybrids the big growth market(0:42:33)Will we see a nickel green premium(0:48:59)Will the EU support the manganese market(0:50:39)Graphite market - Flake vs Spherical(0:55:12)Does cobalt have a future in batteries(0:59:11)Under-rated vs Over-rated

We’ve got a big one Money Miners.We started the show by dissecting a bearish report written on IGO, before discussing the latest news from Develop (DVP). Next, we pulled apart Sierra Rutile (SRX) in one of the year’s most fascinating M&A stories, then moving to another M&A story that is drawing to a close, we spoke about the Battle for Nyanzaga (ORR, PRU, SVM.t). Meteoric (MEI) & Australian Strategic Materials (ASM) both received non-binding hand outs from the US Export-Import Bank which was worth a chat, before we flew through announcements at Spartan (SPR), Calidus (CAI), Firefly (FFM) and lastly Global Lithium (GL1). 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(0:00:38) More pain to come for IGO?(0:15:47) Develop announce Karora deal(0:23:41) The years most fascinating M&A deal (SRX)(0:34:48) The Battle for Nyanzaga is almost done (ORR, PRU, SVM.t)(0:36:30) MEI & ASM get big government boost(0:40:24) Why the board change at Spartan?(0:47:11) Calidus rattle the tin(0:52:34) Firefly's Cu eq

We ripped into the show with a chat on Bellevue’s (BGL) grade control drilling and asked the question – will they rattle the tin again?Next, we delved into some intriguing posts by Develop (DVP) and Global Lithium (GL1) after MinRes’s announcement yesterday, then we talked copper with MAC & SFR getting a turn.Australian Vanadium (AVL) also got a mention before we discussed what the potential ramifications of disruptions to South32’s (S32) Groote Eyslandt Manganese operation could be.We rounded off discussing a leadership change & a prediction at Poseidon Nickel (POS). 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(0:01:08)Will Belleveue raise again?(0:15:51)What are Develop & Global Lithium playing at?(0:21:13)Metals Acquisition Corp's big hits(0:25:31)Sandfire refinance their debt(0:28:34)Is all well at Australian Vanadium?(0:31:21)Will S32's Groote Eyslandt disrupt manganese markets?(0:38:00)Poseidon roll in the changes

There’s was plenty of news to start the week, with MinRes (MIN) buying Lake Johnston off Poseidon (POS), South32’s (S32) GEMCO operations being hit by Cyclone Megan and the Battle of Nyanzaga draws one step closer to an end (ORR, PRU, SVM.t).Nickel Industries (NIC) have had a tough start to the year, whilst the falling iron ore price & rising copper price also got us chatting.To finish off, we chatted about compensation at cobalt struggler Jervois (JRV) and more production hits in the goldfields at Regis (RRL). 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(0:01:33)MINs go deeper on lithium(0:16:48)S32 get hit by Cyclone Megan(0:22:00)The end of the Battle for Nyanzaga looms(0:35:29)NIC look to make up for lost time(0:37:57)Iron ore gets whacked whilst copper flys(0:42:08)Does JRV's get paid to much cash?(0:45:08)More production hits in the goldfields

Rick Rule, an expert in picking 'hated' sectors, discusses nuances in the uranium market, potential value in gold & gold companies, challenges in raising capital, attractiveness of platinum group metals, and the evolving landscape of nickel. They also touch on forgotten lessons in uranium, impact of ETFs, and mean reversion in the market.

This is a bonus episode today Money Miners. Matty managed to come into the studio early on his birthday for it too. It's juicy - Tribeca has gone activist on Glencore and Ben Cleary has dialled in.Ben is portfolio manager of the natural resources fund at Tribeca Investment Partners and outlines why they’ve launched an activist campaign on mining & trading giant Glencore (GLEN). He pulls apart the thesis, centred on not demerging any assets, listing on the ASX, revitalising capital returns via dividends & selling a minority stake in the trading unit. 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(0:00:55)GLEN's multiple compression(0:02:41)Retaining the Coal Assets(0:09:57)Listing on the ASX(0:13:22)Why Australia'smakes sense for dividends (0:19:50)Realising the trading unit's value(0:30:19)Is Glencore coming to the party?

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