Money of Mine

Today we touch base with Matty who is flying out to the east coast this afternoon to represent the Money of Mine team in true fashion. The mining news that caught our eye today includes: Navarre (NML.asx) entering voluntary administration; Leo Lithium (LLL.asx) and Latin Resources (LRS.asx) increasing their Lithium Mineral Resources while Regis (RRL.asx) depleting their Gold Mineral Resource; Talga (TLG.asx) get closer to developing Vittangi; BCI Minerals (BCI.asx) update costs and timing for Mardie; and Azure (AZS.asx) roll out more assays for their Andover Lithium Project which some brokers are ascribing a billion dollar valuation to already. 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) Video Preview(0:32) Update from Matty(4:17) Introduction(5:39) NML enters voluntary administration(9:25) Leo Lithium with a top 5 Resource(14:15) LRS upgrade their Lithium Resource(15:53) Talga edges closer to development(18:53) Regis’ Reserves are Falling(21:19) BCI updates Project Economics(24:46) Valuing Azure (AZS) with a few more intercepts(35:45) Wrap-Up

We covered lots of ground today, filling the Money Miners in on Mining News from across the globe. In our deep-dive we expand upon Mineral Resource’s (MIN.asx) late announcement on Friday, honing in on the cancelled lithium offtake with Ganfeng for Mt Marion. We also touch on the rumoured Barrick Gold (GOLD.nyse) bid for First Quantum (FM.tse); trouble at Lake Resources (LKE.asx) as capital costs emerge; progress in Brazil for Centaurus (CTM.asx); Lynas (LYC.asx) a little late with Kalgoorlie Facility; Sheffield (SFX.asx) 90% complete construction; Pantoro (PNR.asx) refinances their debt; and Albermale pays $30m for Lithium ground in WA. 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(0:19) Introduction(2:25) Barrick bidding for First Quantum?(5:34) Lynas updates on Kalgoorlie Processing Facility timing(7:57) Hudbay merger with Copper Mountain get approval(9:00) Centaurus buy back their offtake rights(11:49) Sheffield construction update(13:51) Lake Resources tumbles on capital cost reveal(18:36) Pantoro refinance debt ahead of merger with Tulla(20:28) Albermale pay $30m for Lithium exploration ground in WA(21:38) New Copper IPO on ASX backed by Tembo(24:03) MinRes cancel their offtake with Ganfeng for Mt Marion(39:55) Wrap-Up

Mr Flanagan himself dials into the show to add some colour to the conjecture we posed in yesterday’s episode. What an enigmatic character! Plus Trav’s Top Tweets does not disappoint. This one features three mining legends and one day-trading mystery. Follow the recipients of the noble awards on Twitter directly: @shaerussell @Pete__Panda @TwinTurboCe1ica @DavidFlanagan_ In the recap, we cover the trading halts of De Grey (DEG.asx), Predictive Discovery (PDI.asx), and Latin Resources (LRS.asx). Allkem (AKE.asx) gets a mention with a mine-life update for Mt Cattlin. Polymetals (POL.asx) commence a restart study for Endeavour. In addition, Jervois (JRV.asx) have started their US Department of Defense work and Adriatic (ADT.asx) produce a stonker intercept. 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(0:19) Intro(1:55) Trading halts at DEG, PDI and LRS(5:25) Allkem (AKE.asx) update Mt Cattlin Reserves(6:19) Polymetals (POL.asx) commence Endevour Restart Study(8:52) Jervois (JRV.asx) commence US DoD work(9:53) Adriatic (ADT.asx) drill stonker!(12:56) Interview with David Flanagan of Delta Lithium (DLI.asx)(36:08) Trav’s Top Tweets(41:35) Wrap-Up

We’ve got a cracking episode for the Money Miners today.  This one involves Hancock, Legacy Iron Ore, Hawthorn Resources, Delta Lithium + more.  Gina Rinehart, recently crowned the richest Australian again, has made her move (via her privately held business Hancock) into the lithium (and broader critical minerals) market.  We unpack what the details of the deal are, what it means for the surroundings parties, plus what’s going on in the lithium market globally. We even have a few juicy ‘Word on the Decline’ treats in store!  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  

Today we do a deep dive into the current situation for Panoramic Resources (PAN.asx) who today announced that their filter press pressure plate has a crack in it as their Savannah Nickel Project ramps up in the Kimberley. We look at the operational implications and also the potential for a stressed balance sheet amid what looks like a few weeks of lost production at a critical time, ramp-up!In the other news of the day, Delta Lithium (DLI.asx) completed a strategic placement at a 7.5% premium to Idemitsu, a Japanese trading business. Kalium Lakes (KLL.asx) has provided an operational update to the market which doesn’t look like good news for shareholders as they remain in suspension and a strategic process has been kicked off. And Tim Goyder has increased his stake in Tanzanian gold developer, OreCorp (ORR.asx), as revealed in an announcement today.All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.Follow Money of Mine on YouTubeFollow Money of Mine on TwitterFollow Money of Mine on LinkedInFollow Money of Mine on Instagram

On the show today we take look at AVZ Minerals and the never-ending ownership disputes over the Manono lithium project. AVZ was a darling of the 2021 lithium boom and carried good momentum into 2022, but has now been in suspension for over a year. Lawsuits have been announced left, right and centre, so we get Money Miners up to speed with the latest and have a go and identifying potential outcomes for the company. All Money of Mine episodes are for informational purposes only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Follow Money of mine on YouTube Follow Money of mine on Twitter Follow Money of mine on LinkedIn Follow Money of mine on Instagram

Red 5 (RED.asx) have seen record Gold production in the previous 2 months, will they keep the momentum and turn this story around? We asked MD Mark Williams about what’s happening at King Of The Hill and how things are looking going forward. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Follow Money of mine on YouTube Follow Money of mine on Twitter Follow Money of mine on LinkedIn Follow Money of mine of Instagram

Trav rips out his Weekly Top Tweets with a brand spanking new Segment Intro. Who else is putting it on the block in the Leonora and Laverton region? All Money of Mine episodes are for informational purposes only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Follow Money of mine on YouTube Follow Money of mine on Twitter Follow Money of mine on LinkedIn Follow Money of mine of Instagram

We are joined today by Emanuel Ajay Datt (@eadatt), Founder of Datt Capital and an anonymous Geo @Bogan_Geologist to discuss everything in the latest WA1 mania. 14c to $5, is it the real deal? All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Follow Money of mine on YouTube Follow Money of mine on Twitter Follow Money of mine on LinkedIn Follow Money of mine of Instagram

What a fascinating and unexpected show we have for you today. Westgold (WGX.asx) launched an off-market takeover offer for Musgrave (MGV.asx) this morning. We unpack the deal and then get Wayne Bramwell himself (MD of Westgold and friend of the show) on the show to talk us through the important aspects. There’s a bit to unpack here. There’s the strategy. The price. The potential for interlopers to get involved. The market’s reaction to the whole thing. It’s a long episode but it’s worth tuning into, trust us. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Follow Money of mine on YouTubeFollow Money of mine on TwitterFollow Money of mine on LinkedInFollow Money of mine on Instagram