Money of Mine

JD sat down with Collins St Asset Management’s co-founder and chief investment officer Vas Piperoglou this week to hear about CSAM’s investment style, view of the markets, and companies they’re liking.The conversation branched from contrarianism and conviction to picking beaten-up sectors and investing in thematics. Vas revealed his thinking behind patience in the market, his ardent long-term outlook plus why he bought and in some cases sold uranium, gold, and natural resource services business in recent times.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(0:08:42)Vas Piperoglou on Money of Mine(0:09:23)Making decisions in a team(0:11:15)No management fee(0:15:00)"What the market likes, we normally stay away from"(0:17:23)Being high conviction(0:19:59)Picking basket's of stocks (thematic plays)(0:24:20)Is meeting a company a must?(0:26:00)Thoughts on selling(0:31:17)Where at we at in the market cycle(0:37:15)What to make of China(0:42:50)ESG investing (0:50:15)Setting a fund up for gold(0:53:43)Uranium Trade(0:59:04)Carnarvon (CVN) Thesis & Activism(1:11:24)An investing book that stands outThank 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 into today’s show with news that Woodside (WDS) and Santos (STO) have agreed to continue getting to know each other followed by a dive into Kazakhstan’s political situation and what it means for uranium.South 32 (S32) caught the eye following their decision to chase down a royalty last week, which got us pondering whether something could be afoot, whilst a couple goldies in West African (WAF) and De Grey (DEG) released guidance and an option to buy Ashburton respectively.KoBold Metals, the billionaire backed startup, announced they’ve got Zambia’s best discovery in 100 years while a familiar face turned up at Arafura (ARU) and Evolution (EVN) settled their disappointing share purchase plan. 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(0:01:22)Watch out Basil Zemplis (0:04:03)The next level in looking after your titles(0:06:29)Woodside & Santos getting closer(0:12:09)Kazakhstan put uranium market on alert(0:18:05)Is South 32's balance sheet a concern?(0:30:10)WAF give a guide for 2024(0:32:36)De Grey look to expand the footprint(0:35:43)

We almost forgot just how much we love Leonora. We love it, clearly Silver Lake (SLR) loves it too. Today they announced a recommended merger with Red5 (RED) which would form a $2.2Bn gold producer headed by Luke Tonkin. We go into all elements of this deal, including what it means for Genesis Minerals (GMD) given their Leonora consolidation strategy.Plus we touch on the rumours of a tie-up between Lynas (LYC) and MP Materials, Centaurus’ (CTM) environmental permits for Jaguar, and Orecorp’s (ORR) latest with the Silvercorp offer. And Capstone Copper (CSC) is the latest copper producer to join the ASX with four operating copper mines in the Americas.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 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(0:01:08)Silver Lake's alternative marketing strategies(0:07:02)Red 5 MERGING with Silver Lake Resources(0:43:00)Potential Lynas and MP Materials merger(0:44:29)Centaurus get Environmental approvals(0:45:09)Silvercorp/Orecorp update(0:45:36)New Copper producer on the ASX 

We interviewed Justin Huhn, founder of the Uranium Insider newsletter, to get up to speed on all things yellowcake. The conversation ran through what’s the latest from the big players (Kazatomprom & Cameco), how are the Canadian projects shaping up, why the uranium ETF’s have changed the game, the huge role the China plays in the nuclear industry, Justin’s thoughts on the African hopefuls, spot + contract pricing dynamic’s and a whole lot more.Enjoy Money Miners!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(0:02:15) Saving cash at the mine site(0:05:10) The next Mayor(0:07:27) Justin Huhn joins(0:09:40) How's Kazatomprom supply(0:13:34) Spot price exposure?(0:18:08) Kazakhstan's relationship with Russia and China(0:20:35) Effect of US Senate bill have?(0:22:52) Why can't KAP get Sulphuric Acid?(0:28:58) Cigar Lake and McCarthur River Issues?(0:32:42) Where does Nexgen fit into potential M&A?(0:38:31) Could the physcial uranium trust sell down?(0:47:13) What are the potential catalysts for Uranium to go down?(1:01:07) What is the role of China with Uranium?(1:11:35) Olympic Dams contribution(1:14:14) Namibian ProjectsThank 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  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

With the quarterly season now wrapped up, it’s time for one of our favourite segments… name & shame! We call out those companies who were too sloppy to get their quarterly reports in at a normal time.We then jumped into the gift that keeps on giving, IGO. In a story that involves BHP, S32, Regis, Western Mining and more, you’ll just have to tune in to hear the tale.BCI Minerals (BCI) bumper $300m+ capital raise got a mention before we closed off with a segment on Resolute (RSG), who’ve been on the mend after a tough few years.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(0:02:26)Become a Lithranium company(0:05:14)Matty's NAME n SHAME(0:07:14)Trav n JD's NAME n SHAME(0:12:35)Just when things couldn't get worse for IGO(0:29:06)BCI Minerals ding a BIG raise(0:31:44)The latest from turnaround story Resolute Mining

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