We rip in with the highs and lows of Sandfire’s quarterly, before jumping into speculation regarding the Anglo coal sale.Next on the list is Black Cat and their bumper $80m raise plus a chat about Kalgoorlie gold infrastructure, then Vault’s quarterly, and finally a first… a segment on diamond miner Burgundy Mines.  Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - pn@groundedgroup.com.au CrossBoundary Energy – Can-do independent power producer tim.taylor@crossboundary.com - +61 466 184 943 Sandvik Ground Support – The only ground support you’ll ever need https://www.dsiunderground.com/contact CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 Greenlands Equipment – Turnkey mine water management Caleb.M@greenlandsequipment.com.au - +61 447 178 806 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au - +61 416 015 876 MMTS - Mining title consultants for exploration & mining companies iva.morrell@mmts.net.au Australian Earthworks and Haulage - Clearing for construction, drilling, dams and rehabilitation works for mining and exploration Reece Spitalny - +61 434 479 610 We use SPARK - Market data for active ASX Traders - https://sparktrader.com Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:00:30)Will Sandfire do a deal(0:10:03)Speculation on Anglo's coal sale(0:24:58)Black Cat clear the decks with raise(0:41:53)Should Vault address their hedgebook(0:47:47)Is their value in diamonds?

On back of an update from MinRes’ board, we have a chat about the decision they’ve got to make.We then move to an interesting take-over battle involving Siren Gold, Rua & Federation Mining before diving into Paladin’s quarterly which saw it drop 20%.Westgold’s new debt facility, the Brightstar & Aurumin trading halts and IGO’s quarterly round us off.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - pn@groundedgroup.com.au CrossBoundary Energy – Can-do independent power producer tim.taylor@crossboundary.com - +61 466 184 943 Sandvik Ground Support – The only ground support you’ll ever need https://www.dsiunderground.com/contact CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 Greenlands Equipment – Turnkey mine water management Caleb.M@greenlandsequipment.com.au - +61 447 178 806 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au - +61 416 015 876 MMTS - Mining title consultants for exploration & mining companies iva.morrell@mmts.net.au Australian Earthworks and Haulage - Clearing for construction, drilling, dams and rehabilitation works for mining and exploration Reece Spitalny - +61 434 479 610 We use SPARK - Market data for active ASX Traders - https://sparktrader.com Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:01:19)MINs board set the clock(0:20:18)The takeover battle for Siren Gold(0:28:23)Why is PDN off 20%?(0:39:02)What's WGX's new debt for(0:43:35)Connecting the $BTR & $AUM dots(0:51:51)IGO decide to share less

Today we get to share with you a conversation with Cailey Barker who has one of the most intriguing CVs we have ever seen in the industry.A qualified geologist who spent 15yrs as a sell side analyst and nearly a decade at Blackrock, the worlds largest mining fund manager, where he was a Portfolio Manager.We discuss trends, deals, fund dynamics, ESG, London mining and a lot more. Enjoy.Please read our Privacy Policy and Disclaimer here Sign-up for the Director’s SpecialThank you to our Partners:Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - pn@groundedgroup.com.au CrossBoundary Energy – Can-do independent power producer tim.taylor@crossboundary.com - +61 466 184 943 Sandvik Ground Support – The only ground support you’ll ever need https://www.dsiunderground.com/contact CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 Greenlands Equipment – Turnkey mine water management Caleb.M@greenlandsequipment.com.au - +61 447 178 806 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au - +61 416 015 876 MMTS - Mining title consultants for exploration & mining companies iva.morrell@mmts.net.au Australian Earthworks and Haulage - Clearing for construction, drilling, dams and rehabilitation works for mining and exploration Reece Spitalny - +61 434 479 610 We use SPARK - Market data for active ASX Traders - https://sparktrader.com Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Intro(0:01:34)Growth of passive investing(0:07:12)Standout PE groups(0:08:10)LSE for Mining companies(0:10:50)Geologists in money management(0:14:41)Good and bad historical investments(0:20:34)Orebody quality(0:23:11)Investing in Africa(0:28:18)Meeting management teams(0:34:14)ESG investing(0:45:35)Behing the M&A curtain(0:58:59)Different types of fund structures(1:03:00)Rise of active ETF's(1:05:53)Due diligence and network of big money managers(1:10:00)Cailey's biggest misses

Today’s show includes a recap of the interesting details from this morning’s announcements, including Sayona Lithium, Northern Star, Metals X, & Antipa.Then, we share a chat we had with Jake Klein on the topics of regulatory challenges in Australia, our relationship with China plus M&A in the gold sector.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - pn@groundedgroup.com.au CrossBoundary Energy – Can-do independent power producer tim.taylor@crossboundary.com - +61 466 184 943 Sandvik Ground Support – The only ground support you’ll ever need https://www.dsiunderground.com/contact CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 Greenlands Equipment – Turnkey mine water management Caleb.M@greenlandsequipment.com.au - +61 447 178 806 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au - +61 416 015 876 MMTS - Mining title consultants for exploration & mining companies iva.morrell@mmts.net.au Australian Earthworks and Haulage - Clearing for construction, drilling, dams and rehabilitation works for mining and exploration Reece Spitalny - +61 434 479 610 We use SPARK - Market data for active ASX Traders - https://sparktrader.com Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:01:20)Did Sayona really make money?(0:02:59)Will NST's hedgebook hurt them(0:07:28)Metals X's wild multiple(0:11:15)AZY re-run Minyari numbers(0:16:24)Jake Klein on permits, China + M&A

Today we welcomed on the show Ian Roper, a commodity strategist & expert with some unique views.Ian is a big believer in the growth of India, which he thinks will lead to huge met coal demand, he’s also identifying a “new” + “old” China which investors need to be aware of as well as having in depth knowledge of industrial metals copper & aluminium plus new energy materials nickel & lithium. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast. Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia widePaul Natoli - pn@groundedgroup.com.auCrossBoundary Energy – Can-do independent power producertim.taylor@crossboundary.com - +61 466 184 943Sandvik Ground Support – The only ground support you’ll ever needhttps://www.dsiunderground.com/contactCRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectorsdavidh@creinsurance.com.au - +61 2 9493 6100Greenlands Equipment – Turnkey mine water managementCaleb.M@greenlandsequipment.com.au - +61 447 178 806 K-Drill – Safe, reliable, and productive surface RC drillingdrew@k-drill.com.au - +61 416 015 876MMTS - Mining title consultants for exploration & mining companiesiva.morrell@mmts.net.auAustralian Earthworks and Haulage - Clearing for construction, drilling, dams and rehabilitation works for mining and explorationReece Spitalny - +61 434 479 610We use SPARK - Market data for active ASX Traders - https://sparktrader.com Buy Money of Mine MERCHJoin our exclusive Money Miners Facebook GroupMoney of Mine on YouTube, Twitter(0:00:00)Intro(0:01:16)Did China stimulate enough?(0:04:17)What Chinese traders are thinking(0:11:24)Commodity outlook(0:14:29)Will steel mills get profitable?(0:19:22)Retail punting in iron ore(0:21:20)The growth of India(0:28:39)Why met coal(0:30:53)What's happening in copper(0:33:32)The India bear case(0:35:24)India/Russia trade relationship(0:38:20)Nickel & Lithium in the doldrums(0:46:15)Alumina breaking through(0:52:23)Does zinc still stink?

Naturally we start the show discussing the latest drama from MinRes as they & their top man Chris Ellison battle serious financial allegations.We then run through a round of gold quartiles, with Evolution, Ora Banda & Bellevue grabbing our attention.To wrap up, we discuss the likelihood of lower-grade iron ore product becoming the norm for Rio & BHP. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.Thank you to our Partners:Mineral Mining Services – Your preferred mining contractorenquiry@mineralms.com.au - 1300 546 117Grounded - Infrastructure for remote mining and civil projects Australia widePaul Natoli - pn@groundedgroup.com.auCrossBoundary Energy – Can-do independent power producertim.taylor@crossboundary.com - +61 466 184 943Sandvik Ground Support – The only ground support you’ll ever need https://www.dsiunderground.com/contactCRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectorsdavidh@creinsurance.com.au - +61 2 9493 6100Greenlands Equipment – Turnkey mine water managementCaleb.M@greenlandsequipment.com.au - +61 447 178 806K-Drill – Safe, reliable, and productive surface RC drillingdrew@k-drill.com.au - +61 416 015 876MMTS - Mining title consultants for exploration & mining companies iva.morrell@mmts.net.auAustralian Earthworks and Haulage - Clearing for construction, drilling, dams and rehabilitation works for mining and explorationReece Spitalny - +61 434 479 610We use SPARK - Market data for active ASX Traders - https://sparktrader.comMERCHYouTube, Twitter(0:00:00)Intro(0:01:12)MINs & CE confirm tax evasion(0:14:05)What's working for Evolution(0:23:13)Ora Banda make money(0:31:01)Bellevue on the straight & narrow(0:35:59)Will Rio & BHP earnings get whacked?

Today’s episode is one we’ve long wanted to do, and finally we got the opportunity.We’re excited to share our conversation with Alan Clark, better known as Aluminium Al. The discussion covered why you should care about aluminium and the urgent steps we need to take in Australia to save our industry, as well as delving into his global experience, the meteoric rise of China, the worst M&A deal in mining history and the future of this enormous industry.Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast. Mineral Mining Services – Your preferred mining contractor 1300 546 117 Grounded - Infrastructure for Mining pn@groundedgroup.com.au CrossBoundary Energy – Independent power producer +61 466 184 943 Sandvik Ground Support – The only ground support CRE Insurance – Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au Greenlands Equipment – Turnkey mine water management +61 447 178 806 K-Drill – Safe, reliable, and productive surface drilling +61 416 015 876 MMTS - Mining title consultants for exploration & mining companies iva.morrell@mmts.net.au Australian Earthworks and Haulage - Clearing for construction, drilling, dams and rehabilitation works for mining and exploration +61 434 479 610 We use SPARK - Market data for active ASX Traders - https://sparktrader.com(0:00:00)Intro(0:01:51)Why should people give a shit about Bauxite, Alumina & Aluminium(0:06:30)Seaborn market(0:08:36)Refinery locations(0:11:14)Surplus to defecit(0:15:07)Pre-China(0:18:16)Bauxite supply to refinery's(0:27:18)Alcan(0:34:51)Guinea(0:40:00)Recycling(0:43:45)China self-imposed restrictions(0:47:32)Old-school smelters(0:54:45)Marginal Bauxite tonnes(0:57:25)Refinery contracts(1:04:33)WA(1:12:25)QLD(1:14:41)Australia competitiveness(1:20:08)Simandou(1:22:53)The future(1:28:04)HPA(1:31:47)Magnesium(1:33:46)Substitution

We’ve got a mega China special today with Shehzad Qazi, from the go-to experts, China Beige Book.Shehzad filled us in on the misconceptions the market has regarding China’s stimulus, whether the recent run in commodity prices was purely speculative hype, where the property sector goes from here plus where China will find itself by 2050, and lots more.Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast. Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Paul Natoli - pn@groundedgroup.com.au CrossBoundary Energy – Independent power producer tim.taylor@crossboundary.com - +61 466 184 943 Sandvik Ground Support – The only ground support https://www.dsiunderground.com/contact CRE Insurance – Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 Greenlands Equipment – Turnkey mine water management Caleb.M@greenlandsequipment.com.au - +61 447 178 806 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au - +61 416 015 876 MMTS - Mining title consultants for exploration & mining companies iva.morrell@mmts.net.au Australian Earthworks and Haulage - Clearing for construction, drilling, dams and rehabilitation works for mining and exploration Reece Spitalny - +61 434 479 610 We use SPARK - Market data for active ASX Traders - https://sparktrader.com(0:00:00)Intro(0:00:00)Misconceptions in China stimulus(0:05:45)Stockmarket rally(0:07:42)Good or bad long term?(0:15:21)Property endgame(0:20:19)Commodity price lift on stimulus news(0:23:06)Why didn't stimulus focus on real economy?(0:27:51)One belt one road(0:36:36) EV dominance(0:40:46)Net zero 2060(0:45:20)Steel exports(0:46:30)China in 2050?(0:50:49)Becoming less reliant on the West

We rip in with a yarn about Pilbara’s new debt facility and what it might be used for, then onto the Xanadu’s PFS and end-game.Google is getting into the nuclear game which caught our eye, and lastly Siren Gold looks to be turning down Federation Mining for a deal with Rua gold. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast. Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - pn@groundedgroup.com.auCrossBoundary Energy – Can-do independent power producertim.taylor@crossboundary.com - +61 466 184 943Sandvik Ground Support – The only ground support you’ll ever needhttps://www.dsiunderground.com/contactCRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectorsdavidh@creinsurance.com.au - +61 2 9493 6100Greenlands Equipment – Turnkey mine water managementCaleb.M@greenlandsequipment.com.au - +61 447 178 806K-Drill – Safe, reliable, and productive surface RC drillingdrew@k-drill.com.au - +61 416 015 876 MMTS - Mining title consultants for exploration & mining companiesiva.morrell@mmts.net.auAustralian Earthworks and Haulage - Clearing for construction, drilling, dams and rehabilitation works for mining and exploration Reece Spitalny - +61 434 479 610We use SPARK - Market data for active ASX Traders - https://sparktrader.comBuy Money of Mine MERCHJoin our exclusive Money Miners Facebook Group Money of Mine on YouTube, Twitter(0:00:00)Introduction(0:00:58)PLS get their hands on $1B(0:09:49)The clock ticks for Xanadu(0:24:27)Google gets into nuclear(0:31:31)NZ gold M&A drama

Westgold (WGX) gets us started as they bed down the Karora merger, before we continue with the gold theme with Pantoro (PNR).Next, we chat about NSW producer Alkane (ALK), and finally we discuss the big move in the global bauxite market after events in world’s biggest producing country, Guinea.Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast. Thank you to our Partners:  Mineral Mining Services – Your preferred mining contractor  enquiry@mineralms.com.au - 1300 546 117  Grounded - Infrastructure for remote mining and civil projects Australia wide  Paul Natoli - pn@groundedgroup.com.au  CrossBoundary Energy – Can-do independent power producer  tim.taylor@crossboundary.com - +61 466 184 943  Sandvik Ground Support – The only ground support you’ll ever need  https://www.dsiunderground.com/contact  CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors  davidh@creinsurance.com.au - +61 2 9493 6100  Greenlands Equipment – Turnkey mine water management  Caleb.M@greenlandsequipment.com.au - +61 447 178 806  K-Drill – Safe, reliable, and productive surface RC drilling  drew@k-drill.com.au - +61 416 015 876  MMTS - Mining title consultants for exploration & mining companies  iva.morrell@mmts.net.au  Australian Earthworks and Haulage - Clearing for construction, drilling, dams and rehabilitation works for mining and exploration  Reece Spitalny - +61 434 479 610  We use SPARK - Market data for active ASX Traders - https://sparktrader.com  Money of Mine on YouTube, Twitter(0:00:00)Introduction(0:01:21)Where Westgold's cash gone?(0:13:13)Pantoro adding a little bit of free cash(0:22:50)Alkane flying under the radar?(0:32:42)Guinea bauxite bombshell