Money of Mine

We kick things off today discussing the thoughts that Australia investing giant Phil King has on the resources sector before diving deep into the debacle at Horizonte Minerals (HZM.lse). Next up we’ll pull the curtain back on Iluka’s (ILU) Eneabba’s progress, which has seen capex blowout massively, then onto the cash printer Mt Gibson (MGX). We round off with the highlights from Silver Lake (SLR) and St Barbara (SBM).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 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(0:00:00)Introduction(0:01:05)Save your shareholders money (0:03:42)A testimonial from Andrew Rinehart (0:05:27)Phil King's on commodity markets(0:14:05)Disaster at Horizonte Minerals(0:26:56)What's Iluka's Eneabba worth(0:37:39)Value trap Mt Gibson print cash(0:40:10)Silver Lake go quiet on Sugar Zone(0:42:42)St Barb's toss up their future

First thing on the menu had to be BHP with big decisions looming, before we picked through intriguing trading in 29M’s stock. Next up Sayona’s (SYA) long awaited Moblan DFS, then a fascinating transaction in Russia with PolyMetals & onto Coronado’s (CRN) half year results.To round us out we chatted about Osino’s (OSI.v) latest bid and a change in leadership at Cyprium (CYM) after just 5 months. 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 – Shaking up the Investor Relations industryrhori@investorhub.com  DSI Underground - Ground Support guru'shttps://www.dsiunderground.com/contact SMEC Power & Technology – Mining Electrical Guru’ssales@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 – 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(0:01:08) How to get institutional investors excited(0:03:42) Matty's FIFO breakfast story(0:06:51) What's BHP media strategy(0:20:50) A wild week for 29M shareholders(0:25:12) Sayona's Moblan DFS finally shared(0:32:01) PolyMetals sell assets for US$3.7b… how much will they get?(0:35:42) Coronado's results show assets age(0:40:45) Osino's cathces a bid - was it worth it?(0:42:00) Cyprium boss leaves after 5 months 

Romano Sala Tenna is the co-founder of Katana Asset Management, a Perth-based long-only fund. We had a blast picking his brain over what the state of the economy is, how earnings season is shaping up, how interest rates are looking, his positioning in resources business plus several specific companies. 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 (no e) InvestorHub – Shaking up the Investor Relations industryrhori@investorhub.com  DSI Underground - Everything Ground Supporthttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical Guru’ssales@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 for Undergroundadmin@kcasiteservices.com.au Brooks Airways – Perth’s leading charter flight operatorops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.auTIMESTAMPS(0:00:00)Introduction(0:01:59)Gina has run her eye over this one(0:05:30)Matty's personal Pub announcement(0:06:58)Getting out of the Perth & the big smoke(0:08:57)Katana's style(0:11:45)How's earnings season shaping up(0:16:24)Difference between the stock market and the Aus economy(0:18:19)Inflation and Interest Rates prediction(0:24:50)MinRes - the portfolio's biggest holding(0:36:06)Do you get punchy within Katana over ideas(0:38:55)Copper predictions and who are the pure plays to look at(0:44:22)North Qld Copper district(0:46:50)Regis Resources(0:52:50)Transitioning into Whitehaven(0:59:30)Yancoal(1:02:03)Pilbara Minerals(1:07:49)Santos/Woodside(1:09:33)Iluka & South32(1:13:26)Your biggest contrarian view?

We had the great privilege of sitting down with John Macdonald, a legendary mining analyst.We delved into the conflicts of staying true to your views and not being swayed by outside pressures, the common tricks that companies get up to, how he spotted richly valued as well as promising businesses, what the real costs that investors should follow are and 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. 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 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 HERALDTIMESTAMPS(0:00:00)Introduction(0:02:47)Charting to the next Extreme(0:09:58)Welcoming Johnny Mac on MoM(0:11:37)Some of the big calls (Perseus, Ramelius + Dacian)(0:22:56)The downfall of Sons of Gwalia (0:33:08)Banking commitments for Liontown(0:34:36)Reflection on being an Analyst(0:37:41)Using the CAIC (Corporate All-In cost)(0:45:36)Red flags in company reporting(0:47:49)How to assess management teams(0:52:21)The discount in valuation for African miners(0:59:14)Forecasting commodity prices(1:01:18)Any surprise with recent Lithium movement?(1:03:06)Gold vs base metals miners

BHP gets us rolling today with an announcement on exceptional items (read Nickel West write-down). South 32 (S32) was next on the block with their half year result and their notable decision to press on at Hermosa. Wesfarmers (WES) gave an update on Mt Holland which we touched on as well as Whitehaven’s (WHC) half year numbers. Plus a rapid fire on Capstone, KIN/PNX, OBM + TNC.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 – Transforming the way Mining companies communicate to 3DEmail grant@vrify.com (no e)RSVP to the Vrify/Money of Mine drinks this Friday at https://shorturl.at/iyBUW 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(0:00:00)Introduction(0:01:08)Going through the quality checklist(0:05:27)BHP's BIG writedown(0:16:17)S32 try to give Hermosa a bit of shine(0:42:57)Wesfarmers up & running at Mt Holland(0:44:53)Whitehaven's big drop in cash flow(0:50:00)Capstone Copper's chunky capital raise(0:50:56)KIN + PNX in talks(0:54:10)Ora Banda on the up(0:55:29)True North give some colour on Cloncurry 

Whispers of more M&A in QLD copper get us going today, with Carnaby (CNB) and Hammer (HMX) is talks. We then have a chat about 29 Metals 2nd biggest shareholder AusSuper scooping up more stock plus a good run through the half year numbers out of Evolution Mining (EVN). With more presentations surfacing, we pick apart the highlights from Bellevue (BGL), Westgold (WGX), Ramelius (RMS), Global Lithium (GL1) and Lake Resources (LKE).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: 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 SMEC Power & Technology – Electrical Guru’s for the Mining Industry 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 InstagramChapters:(0:00:00)Preview(0:00:59)Stock debates on Money of Mine!(0:03:15)Things are expanding in Kewdale(0:05:58)The new Amazon(0:07:50)M&A in Queensland Copper - Hammer + Carnaby in talks(0:18:51)AusSuper scoop up more 29M stock(0:22:25)Do Evolution Mining actually make money?(0:32:20)Terrible news out of SSR Mining's Turkish operation(0:33:45)Presentation highlights: BGL, WGX, RMS, GL1 & LKE

Strike Energy (STX) start us off with a duster of an appraisal well at SE-3 before we take a peek through all the company presentations released as conferences roll on. We touched on Liontown (LTR), Aeris (AIS), Dreadnaught (DRE), Azure (AZS), Stavely (SVY) & Hillgrove (HGO).Horizon Minerals (HRZ) & Greenstone Resources (GSR) tie the knot to fight another day while Rex Minerals (RXM) shared late yesterday the results of their capital raising. We finished off with news that Glencore will shut down and sell their interest in the KNS Nickel operations in New Caledonia. 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 informationRSVP to the Vrify/Money of Mine drinks this Friday at https://shorturl.at/iyBUWWant to work at Vrify as Head of Business Development?  https://www.linkedin.com/jobs/view/3800495268 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 SMEC Power & Technology – Electrical Guru’s for the Mining Industry 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 InstagramTIMESTAMPS(0:00:00)Introduction

Where's Gina? Nothing to see judging by the (lack of) Liontown (LTR) news flow today. We have a yarn about just that along with the latest in The Battle for Nyanzaga featuring Orecorp (ORR), Silvercorp (SVM.t) and Perseus (PRU).We give some thoughts on Metals Acquisition Limited’s giant $325 million IPO & look at South32’s (S32) divestment of Eagle Downs to Stanmore (SMR) before American correspondent Matty Michael updates us on Cameco.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. VRIFY – Transforming the way Mining companies communicate to 3DEmail grant@vrify.com (no e) for more informationRSVP to the Vrify/Money of Mine drinks this Friday https://shorturl.at/iyBUWWant to work at Vrify as Head of Business Development?  https://www.linkedin.com/jobs/view/3800495268  Thank you to our 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 SMEC Power & Technology – Electrical Guru’s for the Mining Industry 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 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) Intro (0:01:26)PPT decks don't work(0:05:36)Ryan O'Sullivan in action(0:07:15)Will Gina make her LTR move?(0:13:10)Battle of Nyanzaga continues(0:17:30)MAC the SPAC(0:27:27)S32 sell SMR buy(0:31:15)Cameco make news

Today JD picks the growing brain of Emmanuel Datt on his 4 key lessons investing in the Resources sector. The conversation expands to Emanuel's views on the evolving market dynamics in Lithium, Nickel, Coal, and Iron Ore too. Plus a discussion of some of Emmanuel's views on specific stocks.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. Chapters:(0:00:00)Introduction(0:02:42)How JD plans to save his next dollar(0:06:46)The man made for the West Arunta(0:08:18)Datt's macro view(0:12:58)Adages for resource investors to live by(0:13:42)Adage #1(0:16:57)Adage #2(0:19:58)Adage #3(0:23:00)Adage #4(0:27:29)Nickel market's massive change(0:35:47)Lithium dynamics(0:44:30)Coal market re-rate?(0:49:46)The iron ore market(0:55:00)Thoughts on EV adoption & tech advancements (0:57:26)The big risks for WA1 Resources(1:02:33)Adriatic Metals in a critical part of their journey(1:04:21)Global lithium, Metals X, Dreadnaught(1:06:55)Gold stocks love nowThank 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 SMEC Power & Technology – Electrical Guru’s for the Mining Industry 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

We rip into today’s show with the rumours around Mineral Resources (MIN) looking to garner interest in 49% of their Onslow haul road, before we dissected fund manager Ausbil’s decision to dump their long time holding in 29 Metals (29M).Pilbara Minerals (PLS) signed another expanded offtake agreement which drew our attention whilst Wiluna (WMC) gave a production update & Alliance Nickel (AXN) signed an offtake agreement with Samsung SDI.Santos (STO) & Woodside (WDS) couldn’t see eye to eye on the value of a merger, whilst Andrew Forrest’s investment groups were making moves again and Aurelia (AMI) copped a heavy downpour at their Peak operations. 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: 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 SMEC Power & Technology – Electrical Guru’s for the Mining Industry 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 InstagramTIMESTAMPS(0:00:00)Introduction(0:01:50)Brooks is going to Switzerland(0:04:20)Our trip to Mayfair(0:06:43)The Min Res Haul Road(0:14:30)Investors Ausbil dumping their 29M stake(0:17:04)PLS expand another offtake agreement(0:22:25)Wiluna Mining share an update (0:24:01)Alliance Nickel sign deal with Samsung(0:26:36)Santos & Woodside breakup(0:30:15)Andr