Money of Mine

There was no shortage of news to dissect on the final day of the quarter, with IGO grabbing the headlines by turning off Cosmos, amongst other challenges. We added another layer to the Kali Metals (KM1) story, which isn’t short on drama, before touching on Liontown’s (LTR) quarterly then onto Peninsula’s (PEN) latest update.Red 5 (RED) plus Westgold (WGX) both got a mention before we rounded off with the latest at Galena (G1A) and 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 – 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 industries McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more Brooks Airways – Perth’s leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling  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 TIMESTAMPS(0:00:00)Introduction(0:01:16)Matty's hate for 2D(0:06:22)IGO quarterly(0:22:17)Not Julian Assange's old lawyer for Kali Metals(0:24:11)Liontown quarterly(0:26:36)What's going on at Peninsula?(0:31:20)Red 5 Free Cash flow(0:36:58)Westgold Paddy's Flat pauses (or care and maintenance?)(0:46:30)Galena still in suspension(0:47:27)Why is Sayona still operating?

We’re in the thick of quarterly season now & had plenty to stew over.We start with a good chat about the base metals miners, including Sandfire (SFR), 29 Metals (29M) and Aurelia (AMI) before jumping into Mader (MAD) who’ve been on a tear since listing on the ASX some years ago.Next, we had a block of goldies to pick apart, with Capricorn (CMM), Emerald (EMR), Ramelius (RMS) and Silver Lake (SLR) making the list today. To finish on a special note, we rounded up some former flyers who are all now very much in the sin-bin – Hastings (HAS), Lake (LKE) and Vulcan (VUL).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: 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 industries Terra Capital – Specialist investment manager in the natural resources sector McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more Brooks Airways – Perth’s leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling  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 InstagramTIMESTAMPS(0:00:00)Introduction(0:01:11)The big merger prediction(0:05:54)Did Sandfire actually make money?(0:13:04)Can 29M be fixed?(0:17:23)Aurelia start to shape up(0:23:05)Why Mader has been on such a run(0:30:57)Comparing the goldies: CMM, EMR, RMS & SLR(0:38:24)Why are HAS, LKE and VUL in the sin-bin

Bellevue (BGL) starts us off today with a hotly anticipated quarterly seeming to meet the markets expectations, followed by IGO who served up a lithium business update just 2 days before their quarterly. Gold Road (GOR) were next up with a shocker, missing cost guidance with weak CY24 guidance to boot. Staying on the theme of gold, we gave the latest from Tanzania with the Battle for Nyanzaga getting hotter & hotter.We had to peer into what the progress was at Develop Global (DVP), before touching on two African stories, Sierra Rutile’s (SRX) changing terms leaving them stranded and Chinese infrastructure investment furthering their ties in the DRC. 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: 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 industries Terra Capital – Specialist investment manager in the natural resources sector McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more Brooks Airways – Perth’s leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling  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 InstagramTIMESTAMPS(0:00:00)Introduction(0:00:46)How to sleep well at night(0:03:57)BHP's fiduciary duty (0:06:29)How did Bellevue face up to expectations?(0:19:41)IGO address their pricing issues(0:30:35)More twists in the Battle of Nyanzaga (PRU/ORR/SVM)(0:37:07)Gold Road get whacked 17%(0:45:52)Develop Global look to assure the market of their strategy(0:53:01)Sierra Rutile get their mining agreement pulled

We’ve got a new style of show for the Money Miners this long weekend, an unscripted Q&A!All the questions served up today came directly from listeners, allowing us to dive into what we look for in companies, certain red flags, some mining investing 101 plus a whole 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: 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 industries Terra Capital – Specialist investment manager in the natural resources sector McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more Brooks Airways – Perth’s leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling  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 InstagramTIMESTAMPS(0:00:00)Introduction(0:01:13)What is Australia the best country in the world?(0:04:07)Who has saved Adriatic?(0:06:06)What to look for in a mining company(0:11:52)Should companies report their Trade, Debtors and Creditors in Quarterlies?(0:13:09)Should AISC be binned?(0:17:44)Thoughts on commodity price forecasts(0:21:38)Mining terminology(0:25:28)Nickel and Cobalt in EV batteries(0:31:31)Owning the rock (ChrisGina)(0:37:33)What's going on at Bellevue?(0:43:28)Will the broader market wake up to Coal yields?(0:45:23)The MoM bookshelf(0:47:48)Favourite vape flavour(0:49:00)Learrning in 2024(0:51:15)Is there anything Ally GC misses about banking?(0:51:35)Do we class this as a job?(0:55:31)Matty wants to be a MD

We rip into today’s show with uranium news, touching on the market dynamics as well as news from Paladin (PDN) and Boss Energy (BOE).MinRes’s (MIN) quarterly naturally caught our attention so went through the highlights before jumping into a bunch of the ASX gold plays, including St Barbara (SBM), Regis Resources (RRL), West African Resources (WAF), Calidus (CAI) and Spartan (SPR). To round off, we mentioned the announcement that Ken Brinsden is taking the reins at Patriot (PMT) and some thoughts on Arafura’s (ARU) quarterly. 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: 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 industries Terra Capital – Specialist investment manager in the natural resources sector McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more Brooks Airways – Perth’s leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling  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 TIMESTAMPS(0:00:00)Introduction(0:01:25)Wolf of Wall St(0:03:46)A Farming journey(0:07:03)Hot Uranium news for ASX(0:25:55)Min Res quarterly call(0:33:46)Gold Quarterlies(0:52:49)Ken Brinsden stepping up at PMET(0:53:27)Arafura update

Pilbara Minerals (PLS) released a hotly anticipated quarterly report with some punchy comments to get us going today before we jumped into another big quarterly from Norther Star (NST).Adriatic Metals (ADT) updated the market on a further delay at the Vares project in Bosnia, disappointing shareholders, while Core Lithium (CXO) came out with more clarity on their next 6 months. It’s now been 2 quarters of Gwalia ownership for Genesis Minerals (GMD), so we had to check in on their performance, plus Wildcat (WC8) caught our eye with a 100km drill program.We finished with news of the return of a certain friend of the show to the great mining industry.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. Timestamps:(0:00:00)Introduction(0:01:05)Having a can-do attitude (0:04:04)Looking after your people(0:07:15)"I hope the shorters are shaking in their boots"(0:15:35)Is Pogo finally turning for Northern Star?(0:23:58)Another delay hits Adriatic Metals(0:30:15)Core Lithium on the straight & narrow(0:33:24)Raleigh starts to put his print on Gwalia (0:40:27)Wildcat launch bumper 100km drill program(0:42:32)"Friend of the show"Thank you to our Podcast Partners: 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 industries Terra Capital – Specialist investment manager in the natural resources sector McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more Brooks Airways – Perth’s leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling  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

We rip right into the juicy news today that Australian Resources Minister Madeleine King has summoned an urgent industry round table discussion on the back of the latest nickel and lithium news.We then expanded upon Liontown’s (LTR) potential funding solutions as well as what analysts around the country have had to said on the lithium hopeful. Stanmore (SMR) & Coronado (CRN) shared their quarterlies for us to compare and contrast as well as Australia Pacific Coal (AQC) announcing a restart funding package for Dartbrook.Next up with did a rapid fire round including True North Copper (TNC), Delta Lithium (DLI), Mayur Resources (MRL), Kali Metals (KM1) Iluka (ILU), & Element 25 (E25). We shared our thoughts on the 2nd round of BHP’s Xplor program before rounding off on Endeavour Mining’s attempts to clawback its former CEO’s remuneration. 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: 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 industries Terra Capital – Specialist investment manager in the natural resources sector McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more Brooks Airways – Perth’s leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling  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 TIMESTAMPS(0:00:00)Introduction(0:01:20)Finding the motherload(0:04:09)Our year of wisdom(0:05:48)Industry heavyweights summoned for sit-down(0:18:50)What alternatives does Liontown have?(0:25:32)Co

A big start to the week with lithium market darling Liontown (LTR) announcing a Kathleen Valley funding update, seeing the stock come off 20%. Perseus’s (PRU) bid to buy OreCorp (ORR) in an all-cash deal caught our eye as well as Wyloo’s unfortunate decision to put its Kambalda nickel operations on care & maintenance. On the theme of managing costs, we commented on Chalice’s (CHN) decision to cut back, before rounding off on Lynas’s (LYC) quarterly, with our eye’s focused on an update on the Kalgoorlie processing facility. 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: 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 industries Terra Capital – Specialist investment manager in the natural resources sector McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more Brooks Airways – Perth’s leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling  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 InstagramChapters: 0:00:00  | Introduction 0:00:43  | Engage with your shareholders 0:04:12  | Why is Liontown down 20%?! 0:21:21  | Is Perseus's bid for OreCorp superior? 0:37:22  | Wyloo put their nickel operations on care & maintenance 0:51:53  | Chalice cut back on spending  0:54:12  | What we learnt from Lynas's quarterly

We get our final show of the week off to a start discussing the big movements in the industry this past week, before touching on how this is reflected in the ASX’s biggest short positions.Then we dissected about Yancoal (YAL) who continue to print cash from their east cost operations as well as Whitehaven (WHC) who shed a bit more colour on the Blackwater & Daunia acquisitions amongst other details.Our final two segments took us to Africa, where we discussed the latest news on Leo Lithium (LLL), direct out of China, plus Piedmont’s (PLL) sell down of their Atlantic Lithium (A11) stake.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: 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 industries Terra Capital – Specialist investment manager in the natural resources sector McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more Brooks Airways – Perth’s leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling  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 InstagramTIMESTAMPS(0:00:00)Introduction(0:02:49)Next site visit(0:06:21)What's happening in the mining industry(0:12:44)Who are the most shorted ASX stocks?(0:13:16)Which company printed $477m in free cash flow?(0:15:19)Will Whitehaven's acquisition crunch them?(0:20:00)Leo Lithium's latest sell down of Goulamina(0:30:14)Are Piedmont Lithium in cash trouble (A11 share sell down)

Quarterly reports are starting to trickle out to keep us busy here at Money of Mine.We start today by discussing what’s going on in the lithium world, moving into Albemarle’s decision to cut down on costs and sell its stake in Liontown (LTR).We then discussed a “non-binding offer” for Metalstech’s (MTC) Slovakian asset which the market shrugged at before moving on to why Calidus (CAI) needs to ramp up its gold output.Mount Gibson’s (MGX) quarterly numbers deserved a mention as the iron ore price remains strong, as did Ora Banda (OBM) as we run the ruler over their financial position.Ionic Rare Earths (IXR) received their mining licence and lastly mining behemoth BHP shared their quarterly update, giving us a view into a range of different commodities, with nickel in focus.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: 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 industries Terra Capital – Specialist investment manager in the natural resources sector McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more Brooks Airways – Perth’s leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling  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 InstagramTIMESTAMPS(0:00:00)Introduction(0:01:00)A Mineral Resource Estimate is underway(0:02:50)Who doesn't stop for XMAS?(0:03:58)Lithium prices take a whack(0:05:58)Albemarle sell LTR stake & in cost cutting mode(0:13:23)Is MetalsTech Sturec sale for real?(0:15:00)Why Calidus NEEDS o