Money of Mine

Today on the show we interview Sam Berridge, who manages the natural resources focused small cap funds at Perennial, to chat all things macro conditions, commodities, and resources companies. We cover lots of ground including how he sees the current interest rate environment, where we are in the M&A cycle, and what companies are catching his eye. 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 have an action-packed episode today with deals deals deals. The drama between Silver Lake, St Barbara and Genesis rolls on with a revised bid put forward by Silver Lake for St Barbara’s Leonora assets. Then we move to the “merger of equals” between Allkem and American-listed lithium company Livent Corp, who hold neighbouring assets in both Canada and Argentina. 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 delve deep into Black Cat Syndicate’s (BC8.asx) strategy for their Paulsens operation in the Pilbara, detailing the risk vs. reward of the asset that they acquired last year from Northern Star. We then talk resource nationalism and selling out of coal assets as the drama at Teck Resources rolls on.   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 bring on the show today Andrew Grove, MD of Chesser Resource, who today announced that Fortuna Silver had bid to acquire them at a 95% premium to their last traded price.  Fortuna is looking to acquire the explorer’s Diamba Sud Gold Project in Senegal.  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

It was looking like a slow news day until Silver Lake Resources (SLR.asx) came up with another media release. It reads as if they paid close attention to Friday’s Money of Mine discussion (link below), as they refute St Barbara’s (SBM.asx) reasoning for why the transaction didn’t constitute a better deal for its shareholders. Again there was plenty for us to unpack before we rounded off with news from Lynas. Money of Mine 1st coverage episode of SLR dealhttps://youtu.be/hV_rwfC5AiA Silver Lake Resources media release (not released on ASX)https://www.silverlakeresources.com.au/cproot/279/2/23.05.08-Silver-Lake-clarifying-Media-Release.pdf 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 us on YouTube: https://bit.ly/3A4fPgD Follow us on Twitter: https://twitter.com/moneyofminepod Follow us on LinkedIn: https://www.linkedin.com/company/money-of-mine/ Follow us of Instagram: https://www.instagram.com/moneyofminepod/ 

We go in-depth into the story of the day, Silver Lake bidding to acquire St Barbara’s Leonora assets from under the nose of Genesis. Having seen the photos of Raleigh Finlayson at Gwalia, we assumed this deal was dead and buried but low and behold SLR have come up with a competing offer, already deemed not to be superior by the St Barbara board. We pull apart the various facets of this deal for the historic Leonora gold assets. 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 

First up Centaurus Metals (CTM.asx) gave us something good to talk about with positive metallurgical test-work, then we looked into how an investor may approach Vulcan Energy Resources (VUL.asx). 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 had the great opportunity to have an in-depth discussion with Warren Irwin, founder and chief investment officer of Rosseau Asset Management, one of the longest running natural resource focused hedge funds globally. Our discussion ranged from the current macro landscape as it relates to resource investing, government intervention in the sector and how he goes about picking resource juniors plus a whole lot more. We hope you enjoy the chat! 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

On the show today we have a chat with Simon Lawson, Managing Director of Gascoyne Resources. The company has had a tumultuous past couple of years, culminating in a trading suspension last November which lasted over 4 months and a restructuring of the business. They put the Dalgaranga plant on care and maintenance and raised $50m to drive exploration and cover costs. We dig deep into management and the boards approach to this decision and explore what alternatives the company had. 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

With quarterly season now over, we used the chance to name and shame companies who only managed to get their reports out after market on Friday. Then we gave our thoughts on the AVZ Minerals’ year-long suspension and the company’s corporate governance throughout before covering the latest financing arrangements at BCI Minerals. 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