Money of Mine

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

Capricorn’s (CMM) ‘record’ half year result got us rolling today as we put a magnifying glass over their hedge book, before we moved onto why there could be much more than first meets the eye when glancing at a $200m block-trade in Yancoal (YAL) stock.As usual we had to give the latest MinRes (MIN) news a bit of thought then we looked into Boss Energy (BOE), which is rapidly approaching first drums at Honeymoon.Lastly, we delved into a range of things that have caught our eye from Elliott Management getting into mining investments, to short positions in AZS, MIN & 29M as well as growing steel production out of India and South East Asia, amongst other topics we touch on.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 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(0:00:00)Introduction(0:01:04)How to VRIFY a mine(0:03:58)Why there's more to CMM's 'record' result than meets than eye(0:13:47)Pay attention to the $200m block trade in YAL(0:22:35)MIN look to bed down Bald Hill tax claims(0:25:26)Boss energy weeks from first uranium production(0:32:02)What else is catching our eye: Shorts, Commodity prices, & new investors 

We’ve got M&A and plenty more potential M&A today. Newmont (NEM) announced their intention to sell off sub-tier 1 assets, which led us to picking apart Havieron & Greatland Gold (GGP.lon).Then the big deal, Alcoa (AA.nyse) announced their plans to eat up JV partner Alumina (AWC) in a long anticipated deal, for $3.3b. Lastly, we had a look into Capstone Copper (CSC), pealing back the numbers and trying to understand why the CDI hasn’t got any traction. 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 – Communicating in 3Dgrant@vrify.com (no e) InvestorHub – The go-to Digital Platform shaking up the Investor Relations industryrhori@investorhub.com 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 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 YouTube Money of Mine Twitter Money of Mine LinkedIn Money of Mine Instagram(0:00:00)Introduction(0:01:12)Who else is on the Jeremy Raper list(0:03:52)Saving the Exploration industry(0:06:10)What's the future of Greatland gold + Telfer(0:27:00)Why have Alcoa finally decided to bid for Alumina(0:40:09)Does Capstone Copper trade attractively?

For a weekend special we had a chat with value-investing/social-activist Jeremy Raper. Jeremy has banking & hedge fund experience as well as writing a popular investing newsletter sharing his insights. He looks for value opportunities with key catalysts that’ll unlock that value for shareholders. We chat about his adventures across plenty of resource plays as well as companies he’s got his eyes on. 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) InvestorHub – The go-to Digital Platform shaking up the Investor Relations industryrhori@investorhub.com DSI Underground - Ground Support guru'shttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical Guru’s sales@smelectrical.com.au McMahon Mining Title Services (MMTS) – Australia-wide tenement service expertshttps://www.mmts.net.au/#contact Anytime Exploration Services – Everything Explorationseamus@anytimees.com KCA Site Services – Underground mining machine hire admin@kcasiteservices.com.au Brooks Airways – Perth’s leading charter flight operatorsops@brooksairways.com K-Drill – Exploration drilling experts 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(0:00:00)Introduction(0:03:39)Which companies are not safe from Activisim?(0:06:38)Who helped discover Greenbushes, Andover and Pilgangoora?(0:09:49)Jeremy Raper intro(0:20:09)How to extract latent value from companies(0:22:02)The Metals X locked box(0:27:27)Carnarvon Energy activism(0:37:17)Orecorp pending offer from Silvercorp(0:40:07)How will Carnarvon play out?(0:45:19)How many times has Jeremy been stonewalled?(0:54:46)Setting up a special purpose vehicle for Activism(1:00:46)Cassius Mining Arbitration(1:16:49)Montero Mining(1:37:44)WA Billionaire Rant

We start off with MinRes’s hotly anticipated half year call, which didn’t disappoint. Then we pealed back the key details from IGO’s call before chatting about what’s happening at Pilbara Minerals (PLS).Some of the figures from Fortescue’s (FMG) had to get a mention before we rounded off with some lithium chat, as Piedmont (PLL) shared they’d sold down their interest in Sayona (SYA).  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 – Communicating in 3DEmail grant@vrify.com (no e)  InvestorHub – The go-to Digital Platform shaking up the Investor Relations industryEmail rhori@investorhub.com  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 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(0:00:32)Min Res capitalising on Nickel(0:03:18)Exploration Hail Mary's(0:04:57)MIN's Ellison on critics, lithium, nickel + Onslow(0:33:55)IGO dodge q's (0:37:43)Pilbara look to shore up balance sheet(0:43:16)Fortescue printing money(0:46:33)Piedmont sell down Sayona stake… why?