Money of Mine

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

The hits keep on coming at Money of Mine.Where else to start but the big one, Evolution Mining (EVN) shaving $1.3b in market value with the release of their poor December quarterly.Wildcat’s (WC8) cashed up balance sheet gets a mention before we demand answers from Lynas (LYC) on what is going on at the Kalgoorlie processing facility.WA1 Resources (WA1) are out raising $30m to grow their Luni discovery and lastly we analyse Pantoro’s (PNR) decision to get underground sooner at Scotia as well as how stable their financial position is.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)Get on the front foot with reporting (0:02:44)You need to hire any mining equipment?(0:04:22)What was SO bad about Evolution's Quarterly?(0:18:20)How does Wildcat's raise look in hindsight?(0:20:09)What's going on at Lynas's Kalgoorlie processing facility?(0:29:17)WA1 out raising $30m(0:33:40)Pantoro pull forward underground work - will it save them?

Our second episode back and we’re getting punchy.On the show today we spoke about four different stories with some common these.Firstly, we revisit the Kali Metals (KM1) listing with additional info coming to light. Then, we give tungsten a debut on Money of Mine as we chat through EQ Resources (EQR) almost complete acquisition of Saloro and placement to Oaktree Capital Management. Next up Trav got deep into a near and dear topic, shareholder activism, with the words of a fund manager sparking his interest in another activist campaign. To round off a big show, we question why Rex Minerals (RXM) needed to raise almost $30m for working capital purposes. 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(0:01:23)K-Drill ramp it up(0:05:00)Details emerge on Kali (KM1)(0:10:35)Creating the biggest western tungsten miner(0:18:05)Kickstarting a shareholder activist campaign (0:36:00)Is raising $30m the right call for Rex Minerals?

Money of Mine is back!We’ve got a massive first episode of 2024 for the Money Miners.First up we get into the big commodity price movements and importantly what impacts this has had on operations across the country. We’re talking nickel, lithium and uranium. Alcoa made some waves last week with the curtailment of their Kwinana operations which we breakdown, as well as the related implications for WA onshore gas. Pilbara Minerals we’re next up with their offtake agreement expansion with Ganfeng plus we couldn’t help but discuss the huge short position on the company. We then spoke about a couple hot IPO’s that caught our eye before diving into everything else that’s been on our radar, including: CZR’s Robe Mesa sale, G1A’s strategic review, ASIC’s new balance sheet focus, Codelco’s bad year, Telfer going on hold, Endeavour booting their CEO, Santos’ court win & SilverCorp’s renewed OreCorp takeover attempt.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 informationDSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industriesTerra Capital – Specialist investment manager in the natural resources sectorMcMahon Mining Title Services (MMTS) – Australia-wide tenement service expertsFutureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commoditiesAnytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreKCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and moreBrooks Airways – Perth’s leading charter flight operatorsK-Drill – Safe, reliable, and productive surface RC drilling Buy your Money of Mine MERCH hereJoin 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 (0:01:14) How companies can get better investor engagement  (0:03:30) Commodity price movements  (0:04:01) Nickel operations hit hard times (0:09:47) Lithium prices falling like a stone (0:14:45) Uranium on fire (0:20:36) Alcoa turns off Kwinana refinery  (0:24:01) WA domestic gas implications  (0:25:28) Pilbara Minerals MUCH anticipated quarterly (0:30:02) Is the IPO window open? (0:41:13) The Round Up: CZR, G1A, ASIC, Codelco, Telfer, Endeavour, STO & ORR

For our final episode of 2023, we had the great opportunity to chat with two journalists whose work we’ve followed for a long time. Peter Ker has covered the resources sector for the Fin for over a decade while Anthony Macdonald wrote under the Street Talk banner until this year, when he became a Chanticleer columnist. The duo has a wealth of experience covering M&A, natural resources companies and plenty more. A big shoutout to all the Money Miners who’ve tuned in this year, we massively appreciate it and are looking forward to 2024, Hooteroo! 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(0:01:35) Money of Mine's very first episode(0:03:42) Flying over for an East Coast trip(0:05:43) Making a schmick decline(0:07:48) Anthony Macdonald + Peter Ker on MoM(0:09:18) Geopolitics: The IRA & beyond(0:17:34) The profitless boom(0:18:50) Baffling Biollionaire behaviour(0:23:22) Where is China going?(0:25:01) ESG investing in review(0:30:31) Deal themes: Blocking stakes(0:35:17) The impact of Super Funds(0:41:38) Big M&A: Newmont + Newcrest(0:47:25) Will BHP make Olympic Dam work with Oz Minerals assets?(0:50:32) Santos + Woodside: Will it happen?(0:54:02) Looking forward: Inflation + interest rates(

We have interviewed 9 of the sharpest fund managers in the Natural Resources / Mining investment world to bring the Money Miners some brilliant insight heading into 2024. We ask 4 simple questions. 1. Highest conviction prediction. 2. Most non-consensus prediction. 3. Best performing commodity. And 4. Worst performing commodity.A big thanks to the fund managers contributing to this 2024 prediction spectacular, including: Acorn Capital’s Rick Quire and Karina Bader Nero Resource Fund’s Russell “Rusty” Delroy Lowell’s John Forwood Perennial’s Sam Berridge Queens Road Capital’s Warren Gilman Chester’s Anthony Kavanagh Lion Selection’s Hedley Widdup Argonaut’s David FranklynAll 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 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 Chapters:(0:00:00) Introduction(0:01:21) Trav has a gripe to share(0:06:31) #1 Acorn's Rick Squire and Karina Bader(0:10:04) #2 Nero's Russell "Rusty" Delroy(0:20:11) #3 Lowell's John Forwood(0:24:30) #4 Lion Selection's Hedley Widdup(0:31:41) #5 Perennial's Sam Berridge(0:36:06) #6 Chester's Anthony Kavanagh(0:42:47) #7 QRC's Warren Gilman(0:46:06) #8 Argonaut Funds' David Franklyn(0:49:48) Wrap-up