Money of Mine

The Money of Mine team couldn’t help but dig into some fascinating stories today, with quite a few to choose from. We skim over Rio Tinto’s (RIO.asx) quarterly highlights as it relates to copper, then onto the surprising announcement at Peninsula Energy (PEN.asx) with their UEC deal being terminated. Westgold (WGX.asx) selling their stake in Alto (AMX.asx) caught Matty’s eye, so he researched his way through the history of the sandstone region, as well as the buyer of the stake Horizon (HRN.asx) and their major shareholder, listed investment manager Zeta Resources (ZER.asx). We picked up on some intriguing corporate activity at Rex Minerals (RXM.asx), who are looking to fund and develop the Hillside IOCG project in South Australia. Then, we shared a couple thoughts on the topic of Northern Star (NST.asx). The final business we explored was iron ore player Mount Gibson Iron (MGX.asx), who have the Koolan Island asset off the Kimberley coast. It hasn’t always been plain sailing for MGX, but things seem to have turned a corner and their latest quarterly had some eye-catching numbers. 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. 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) Video Preview(0:26) Introduction(1:14) Rio’s Copper Story(2:35) Peninsula Energy & EUC Tear up Contract(10:11) Westgold sell Alto stake to Horizon(27:22) Rex Ready Themselves for Action(31:04) What to Look for in Northern Stars Quarterly(34:56) Mount Gibson Print Cash

We went into the battery metals today with lithium and graphite!  Leo Lithium’s (LLL.asx) trading halt caught our eye, with potential rumblings of greater government interests in Malian mining projects.  Syrah (SYR.asx) posted a tough quarterly, which we of course tuned into the call for. The graphite market is complex to say the least and SYR had some interesting commentary for us to expand upon.  To round off we chat about Allkem (AKE.asx) flicking on stage 2 at Olaroz and how they’ve been fairing since announcing the merger with Livent Corp.  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.  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) Video Preview(0:22) Introduction (featuring Struth)(1:51) Leo Lithium gives Investors the Nerves(6:41) Syrah Tough Quarterly(23:25) Allkem Ramping Up at Olaroz

We kicked into gear this morning with plenty of news to start the week.  Sayona’s (SYA.asx) shareholders only just approved of stock and options grants to management while Hillgrove Resources (HGO.asx) are rapidly approaching go-time at Kanmantoo.  IGO (IGO.asx) announced a huge impairment on the assets they bought from Western Area’s and staying on nickel, Poseidon (POS.asx) decided to delay the restart at Black Swan as a result of project and external issues.  Matty gave a case study on what to look out for in lithium land with the rise and fall of Voltaic Strategic Resources (VSR.asx) then we chat about Rio’s (RIO.asx) investment in Sovereign Metals (SVM.asx).  We round off the day with Whitehaven Coal’s (WHC.asx) quarterly report – and what they’re going to do with all the cash!  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.  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) Video Preview(0:39) Introduction(1:31) Sayona Shareholder’s Vote(3:17) All Go at Hillgrove(8:08) IGO’s Big Impairment(14:41) Poseidon hit Delay on Black Swan(19:21) Voltaic the Lithium Hopeful(27:21) Sovereign Metals Catches Rio’s Eye(29:50) Whitehaven Keep Piling up Cash

We start today’s pod in the best way we know how, with some more Banjo Paterson-esque poetry. Then, for the news, we share what the Abyssinian board had to say in response to the 249D (action to remove the board) discussed on Tuesday’s episode with Rusty of Nero and Eddie of Argonaut. We crack on with more deals – Lotus (LOT.asx) and A-Cap Energy (ACB.asx) to merge via a Scheme of Arrangement… what is the rationale here?To round off we share our ideas on AIC Mines (A1M.asx) release of the Maiden Ore Reserve at Jericho in Northern Queensland and what they’ve got in store to scale up to a 20ktpa copper producer! 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. 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 YouTubeFollow Money of Mine on TwitterFollow Money of Mine on LinkedInFollow Money of Mine on Instagram Chapters:(0:00) Preview(0:31) Intro(1:10) Some Poetry(4:52) Abyssinian Rebuttal(8:45) Lotus to merge with A-Cap(16:33) AIC Mines release Jericho Reserve

The Money of Mine team had a blast digging into 3 peculiar stories today – a junior mining company doing a share buyback, the wide world of vanadium and the old Nifty mine. But, before we tucked into these stories, we had to share with the Money Miners a piece of poetry that was written for us. We can assure you that this one is well worth a listen. On recent episodes we’ve covered some pretty curious corporate behaviour, and European Lithium (EUR.asx) was worthy of discussion by being one of the rare ASX-juniors that have bought back its own stock. Matty then delved into Neometals’ (NMT.asx) offtake agreement, and naturally that led to us having a dive into the entire vanadium market. This included looking at both Australian Vanadium (AVL.asx) and Technology Metals (TMT.asx) projects. To round off the show, we shared our thoughts on both of Cyprium’s (CYM.asx) recent financing rounds as they look to restart the old Nifty copper mine. 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. 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 Chatpers:(0:15) Intro(0:42) THE POEM(4:37) European Lithium poor corporate governance(11:56) Neometals offtake with Glencore (15:47) World of Vanadium (incl. history of Windimurra)(38:46) Cyprium planning to restart Nifty

The Money of Mine team start the week by reflecting on learning that Australia’s opposition leader, Peter Dutton, is a keen listener of the show, as indicated by his comments on the need for nuclear just a day after our uranium deep dive. We then look at Black Cat Syndicate (BC8.asx), a company we’ve previously peeled back the layers on before looking into a change of leadership at Kin Mining (KIN.asx). We next examine the positive news out of Panoramic (PAN.asx), that they’ve managed to get operations going again. We reserve our lengthier discussions for manganese play Element 25 (E25.asx), who are looking at going downstream in the USA, and St Barbara (SBM.asx), who after all the headlines and poor performance, appear (on paper at least) to be worth studying as a value play. 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. 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 YouTubeFollow Money of Mine on TwitterFollow Money of Mine on LinkedInFollow Money of Mine on Instagram Chapters:(0:00) Preview(0:36) Intro(2:25) Peter Dutton watches Money of Mine(4:03) Black Cat releases Restart Study(11:07) Kin makes leadership change(12:30) Panoramic gets their filter press(15:22) E25 to seize the manganese opportunity?(32:10) Is St Barbara a value opportunity or trap?

In this Friday Spectacular we have a bit of fun. Aeris (AIS.asx) have pulled guidance with some seismic activity unpacked by mining mogul Matt Michael. Regis (RRL.asx) have a record year and Matty drops some Word on the Decline. We also have a chat about the short seller report that emerged on Patriot Battery Metals (PMT.asx) last night – they even mentioned Money of Mine. To wrap up, Trav goes through the Top Tweets of the Week with credit to @respeculator @DznBkr @churgersasx and @_thegrainbill for their standout tweets. 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. Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALDFollow Money of Mine on YouTubeFollow Money of Mine on TwitterFollow Money of Mine on LinkedInFollow Money of Mine on Instagram Chapters:(0:00) Preview(0:19) Introduction(3:11) Aeris Withdraws Guidance(9:48) Regis with Record Quarterly Production(16:27) Patriot Short Report(23:10) Top Tweets of the Week

Today we venture into the Uranium world! It’s territory we haven’t gotten too deep into before but with spot uranium breaking into local highs and some pro-nuclear policy changes happening around the globe, we think it’s about time we do a deep dive on the sector. We take a look at the market dynamics at play and what it all means for the ASX Uranium stocks, namely, Paladin (PDN.asx), Boss Energy (BOE.asx), Lotus (LOT.asx), Peninsula (PEN.asx) and Bannerman (BMN.asx). We welcome the Uranium experts to come on a subsequent show and elaborate on the market dynamics at play that aren’t so apparent to the naked eye. 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. Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group.Follow Money of Mine on YouTubeFollow Money of Mine on TwitterFollow Money of Mine on LinkedInFollow Money of Mine on Instagram Chapters: (0:00) Preview(0:36) Introduction(3:49) Sweden’s Nuclear Policy Change(8:04) What Other Countries Are Doing Globally(14:18) Australia’s Stance On Nuclear(15:59) Uranium Supply and Demand Dynamics(22:33) Bulls and Bears in the Uranium Market(27:53) ASX Uranium Stocks(36:02) Wrap-Up 

Westgold bow out of the battle for Musgrave and Wayne comes on the show to answer the questions from the Money Miners. We speculate on what might be next for them in their M&A endeavors. Gascoyne has changed its name and we wonder why Red 5’s share price tanks on good news. Wyloo finally get their hands on Mincor and Bellevue comes out with a tolling agreement with Genesis before production really kicks off.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.Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group.Follow Money of Mine on YouTubeFollow Money of Mine on TwitterFollow Money of Mine on LinkedInFollow Money of Mine on Instagram

Today we had the opportunity to delve into the current state of commodity markets with Terra Capital portfolio manager Mathew Langsford.  Our discussion covered plenty of ground from the valuation differentials between the ASX and TSX, where Terra is seeing value, what it will take to turn the buy over build mindset plus how running a natural resource focused fund compares with 10 years ago.  We had a great time speaking with Matt and hope the Money Miners enjoy the chat!  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.  Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group.  Follow Money of Mine on YouTube  Follow Money of Mine on Twitter  Follow Money of Mine on LinkedIn  Follow Money of Mine on Instagram