Money of Mine

She’s a big quarterlies day today. We checked in on Boss Energy’s restart progress, spitballed what Gold Road and Perseus might use their healthy looking balance sheets for, and a rapid fire on Develop and Pilbara’s quarterlies.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - pn@groundedgroup.com.au Sandvik Ground Support – The only ground support you’ll ever need https://www.dsiunderground.com/contact CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au - +61 416 015 876 Daishsat – Geophysical survey experts nathan.daish@daishsat.com - +61 433 261 071 Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists lachlan@saltbush.net - +61 400 722 059 Get Wet Solutions – Setting the standard in water bladder tank technology  matt.hall@getwetsolutions.com.au - +61 475 627 569 Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:01:26)Boss vs the Shorters(0:18:43)Goldies cash splash(0:38:33)Woodlawn's getting going(0:45:55)Pilbara bracing lithium winter

There was plenty of market news that surfaced over the weekend, so we got started highlighting the mining implications, before diving into Bellevue’s quarterly.Next cab off the rank was Fortescue’s acquisition of Red Hawk for about $250m all in, and lastly, we unpacked the consequences on Alphamin from conflict in the DRC.DRC conflict map: https://www.ipisresearch.be/mapping/webmapping/drcongo/v6/?story=mining_and_conflict_2024 Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - pn@groundedgroup.com.au Sandvik Ground Support – The only ground support you’ll ever need https://www.dsiunderground.com/contact CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au - +61 416 015 876 Daishsat – Geophysical survey experts nathan.daish@daishsat.com - +61 433 261 071 Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists lachlan@saltbush.net - +61 400 722 059 Get Wet Solutions – Setting the standard in water bladder tank technology  matt.hall@getwetsolutions.com.au - +61 475 627 569 Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:01:36)U Stocks bloodbath(0:06:19)Bellevue…the polarising stock(0:25:06)FMG doing M&A(0:43:55)Unrest in the DRC

AGC is back behind the mic as we dive into a bunch of the goldies including Regis & Westgold, plus a dive in Greatland Gold now that they have the keys to Telfer.We also spend a bit of time peeking into uranium play Lotus Resources, who’re rapidly approaching first production following a bumper capital raise. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - pn@groundedgroup.com.au Sandvik Ground Support – The only ground support you’ll ever need https://www.dsiunderground.com/contact CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au - +61 416 015 876 Daishsat – Geophysical survey experts nathan.daish@daishsat.com - +61 433 261 071 Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists lachlan@saltbush.net - +61 400 722 059 Get Wet Solutions – Setting the standard in water bladder tank technology  matt.hall@getwetsolutions.com.au - +61 475 627 569 Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:01:53)Telfer is the Great Land(0:13:56)Ally GC gold special(0:16:21)JD runs the ruler over Lotus

 Quarterlies are coming thick ‘n’ fast, with Paladin’s big uptick getting us chatting. Have they solved their water challenges? Will the record short interest fall? Next up we discuss the fascinating news that Saudi state backed group Manara Minerals is looking to take a minority stake in the enormous Reko Diq copper-gold project, which is majority owned by Barrick. To wrap up we look at Iluka’s troubling “working capital build” and what it really means. Sign-up for the Director’s Special  Please read our Privacy Policy and Disclaimer here  Thank you to our Partners:  Mineral Mining Services – Your preferred mining contractor  enquiry@mineralms.com.au - 1300 546 117  Grounded - Infrastructure for remote mining and civil projects Australia wide  Paul Natoli - pn@groundedgroup.com.au  Sandvik Ground Support – The only ground support you’ll ever need  https://www.dsiunderground.com/contact  CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors  davidh@creinsurance.com.au - +61 2 9493 6100  K-Drill – Safe, reliable, and productive surface RC drilling  drew@k-drill.com.au - +61 416 015 876  Daishsat – Geophysical survey experts  nathan.daish@daishsat.com - +61 433 261 071  Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists  lachlan@saltbush.net - +61 400 722 059  Get Wet Solutions – Setting the standard in water bladder tank technology  matt.hall@getwetsolutions.com.au - +61 475 627 569  Buy Money of Mine MERCH  Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.  Money of Mine on YouTube, Twitter, LinkedIn & Instagram (0:00:00)Introduction(0:01:31)Will Paladin meet guidance?(0:14:12)Big Saudi investment into Pakistan(0:35:14)Iluka down on quarterly

We’ve got 3 big ones today with the quaterlies starting to roll through. First up is Liontown, with a number of positives coming from their Kathleen Valley ramp up, followed up by gold giant Northern Star, who’ve been investing heavily across the board. Lastly we chat about Yancoal, who’ve continued adding to the cash pile while investors get itchy for a divvie. Sign-up for the Director’s Special  Please read our Privacy Policy and Disclaimer here  Thank you to our Partners:  Mineral Mining Services – Your preferred mining contractor  enquiry@mineralms.com.au - 1300 546 117  Grounded - Infrastructure for remote mining and civil projects Australia wide  Paul Natoli - pn@groundedgroup.com.au  Sandvik Ground Support – The only ground support you’ll ever need  https://www.dsiunderground.com/contact  CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors  davidh@creinsurance.com.au - +61 2 9493 6100  K-Drill – Safe, reliable, and productive surface RC drilling  drew@k-drill.com.au - +61 416 015 876  Daishsat – Geophysical survey experts  nathan.daish@daishsat.com - +61 433 261 071  Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists  lachlan@saltbush.net - +61 400 722 059  Get Wet Solutions – Setting the standard in water bladder tank technology  matt.hall@getwetsolutions.com.au - +61 475 627 569  Buy Money of Mine MERCH  Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.  Money of Mine on YouTube, Twitter, LinkedIn & Instagram (0:00:00)Introduction(0:00:52)Liontown operating cash positive (sort of)(0:18:44)Northern Star in growth mode(0:29:13)Yancoal Divvie?

We’re back.The majors saved some big news. Confirmed talks between Rio Tinto and Glencore got us chatting about what the merits of such an outrageous deal could be.Next up we touched on Ioneer’s upsized US$996m DoE loan to build Rhyolite Ridge in the states, and lastly we ran through every WA goldie who’s reported on the December quarterly, highlighting the highs and lows out there.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - pn@groundedgroup.com.au Sandvik Ground Support – The only ground support you’ll ever need https://www.dsiunderground.com/contact CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au - +61 416 015 876 Daishsat – Geophysical survey experts nathan.daish@daishsat.com - +61 433 261 071 Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists lachlan@saltbush.net - +61 400 722 059 Get Wet Solutions – Setting the standard in water bladder tank technology  matt.hall@getwetsolutions.com.au - +61 475 627 569 Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:03:26)Does a Glencore - Rio Tinto make any sense?(0:27:23)Ioneer lock in HUGE funding(0:34:30)Gold quarterly highs & lows

Today’s episode is the 2024 finale, with a don of the industry, Peter Ker.Pete has covered the resources sector for the AFR for well over a decade, which makes him the perfect guest for a discussion covering the topics that have dominated the headlines over 2024, from BHP’s tilt at Anglo, to governance debates at the major miners as well as permitting controversies and government handouts in the rare earths space.A massive thank you to all the Money Miners out there who made 2024 a cracking year! Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - pn@groundedgroup.com.au Sandvik Ground Support – The only ground support you’ll ever need https://www.dsiunderground.com/contact CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au - +61 416 015 876 Daishsat – Geophysical survey experts nathan.daish@daishsat.com - +61 433 261 071 Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists lachlan@saltbush.net - +61 400 722 059 Get Wet Solutions – Setting the standard in water bladder tank technology  matt.hall@getwetsolutions.com.au - +61 475 627 569 Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:01:20)2024 surprises(0:03:16)Twiggy back in focus(0:05:55)Rio's Lithium bet(0:15:22)Traditional owners and heritage issues(0:24:08)Envinronmental laws(0:31:04)Glencore's coal approach(0:35:14)Jabiluka and uranium(0:46:00)BHP in review(0:52:07)South32 potentially claiming some BHP spit-outs(0:56:32)Newmont(0:58:49)Competition for De Grey?(1:00:30)Big stock moves(1:05:11)The Iluka/Eneabba analogy(1:12:29)Out there predictions for 2025(1:22:52)Quickfire for 2025(1:28:50)Pete's mining rock band names

This episode is one of our favourites for the year, with fundies sharing their wisdom and insights on the year ahead.We learn about what these money managers think will do well, what to avoid and what nobody else is talking about for what’ll no doubt be a fascinating year.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - pn@groundedgroup.com.au Sandvik Ground Support – The only ground support you’ll ever need https://www.dsiunderground.com/contact CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au - +61 416 015 876 Daishsat – Geophysical survey experts nathan.daish@daishsat.com - +61 433 261 071 Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists lachlan@saltbush.net - +61 400 722 059 Get Wet Solutions – Setting the standard in water bladder tank technology  matt.hall@getwetsolutions.com.au - +61 475 627 569 Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:01:26)John Forwood - Lowell(0:05:13)Emanuel Datt - Datt Capital(0:11:11)Hedley Widdup - Lion Selection(0:18:02)Kingsley Jones - Jevons Global(0:27:25)Warren Gilman - Queens Road(0:34:31)Warren Irwin - Rosseau(0:39:28)Dan Porter - Pure(0:44:09)Bentley Atteberry - MYST(0:48:43)Matthew Fist - Firetrail

As 2024 draws to a close, it’s the perfect time for fundies to pull out the crystal ball and tell us what they’re seeing.In part 1 of this 2025 predictions bonanza, we hear what’s going to be hot, and what’s not in the up coming year, plus some wisdom on quiet bolters to keep an eye on.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - pn@groundedgroup.com.au Sandvik Ground Support – The only ground support you’ll ever need https://www.dsiunderground.com/contact CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au - +61 416 015 876 Daishsat – Geophysical survey experts nathan.daish@daishsat.com - +61 433 261 071 Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists lachlan@saltbush.net - +61 400 722 059 Get Wet Solutions – Setting the standard in water bladder tank technology  matt.hall@getwetsolutions.com.au - +61 475 627 569 Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:02:11)Sam Berridge - Perennial(0:06:54)Sam Broom - Sprott(0:13:26)Rick Squire - Acorn(0:20:51)Rusty Delroy - Nero(0:29:55)Anthony Kavanagh - Chester(0:38:40)Chris Judd - Cerutty(0:42:42)Dave Franklyn - Argonaut(0:45:58)Will Sandover - Baza

We get into the weeds on Rio Tinto’s huge A$15b bet on lithium, picking over all the ins and outs, before discussing the best and worst performing commodities and miners.Next up we each get a performance review of our contributions over the past year, before rounding up with some predictions for the year to come.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - pn@groundedgroup.com.au Sandvik Ground Support – The only ground support you’ll ever need https://www.dsiunderground.com/contact CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au - +61 416 015 876 Daishsat – Geophysical survey experts nathan.daish@daishsat.com - +61 433 261 071 Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists lachlan@saltbush.net - +61 400 722 059 Get Wet Solutions – Setting the standard in water bladder tank technology  matt.hall@getwetsolutions.com.au - +61 475 627 569 Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:02:09)Rio's big bet on lithium(0:25:11)The best/worst commods of '24(0:42:00)Money of Mine performance reviews(0:51:01)2025 predictions