We had Alex Turnbull on for a cracking chat about raw materials through the entire supply chain to end demand.The discussion got in the weeds on data centres and the metals demand they’ll account for, whether the Aussie lithium sector can protect itself from wild volatility, lessons from years following met coal, whether certain parts of the world should adopt nuclear technology, the endgame for West automakers and a whole heap more.Sign-up for the Director’s SpecialAll information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.Axis Mining Technology - Drill hole survey instrumentation expertsinfo@axisminetech.com – call Shaun Oehlman - +61457053260Mineral Mining Services – Your preferred mining contractorenquiry@mineralms.com.au - 1300 546 117VRIFY – Communicate in 3Dgrant@vrify.comADIA - The Australian Drilling Industry AssociationRegister for Drill24 herehttps://adia.arinex.one/DSI Underground – Ground support gurushttps://www.dsiunderground.com/contactSilverstone – Energy solutions for your businesskenny@sstone.com.auCRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectorsdavidh@creinsurance.com.au - +61 2 9493 6100Greenlands Equipment – Turnkey mine water managementCaleb.M@greenlandsequipment.com.au - +61 447 178 806K-Drill – Safe, reliable, and productive surface RC drillingdrew@k-drill.com.auWe use SPARK - Market data for active ASX Traders - https://sparktrader.com(0:00:00)Intro(0:01:25)Data centres, chips and energy metals(0:04:25)Parallels to EV craze(0:09:51)Energy for data centres(0:12:27)How much power 1 data centre chews?(0:18:56)Lithium volatility(0:25:44)Successful downstream Lithium(0:28:49)Credit case vs equity case in failed Lithium miners(0:30:33)Endgame for European car makers(0:32:48)Hydropwer and China's energy market(0:36:55)Global energy required to charge future EV's(0:40:04)Stationary storage(0:44:06)Met coal outlook(0:52:25)Emergence of India(0:54:59)Fortescue ambitions(0:56:56)Current state of iron ore market(0:58:42

We’ve got a mixed bag in stories to yarn about today, with a follow up on the big story that is MinRes (MIN), followed by the news that Arcadium Lithium (LTM) will put Mt Cattlin on care & maintenance.On a more upbeat note, we chatted about the progress at Metro Mining (MMI), and to close off we discussed the production downgrade at Coronado (CRN).Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast. Thank you to our Partners: Axis Mining Technology - Drill hole survey instrumentation expertsinfo@axisminetech.com – call Shaun Oehlman - +61457053260Mineral Mining Services – Your preferred mining contractorenquiry@mineralms.com.au - 1300 546 117VRIFY – Communicate in 3Dgrant@vrify.comADIA - The Australian Drilling Industry AssociationRegister for Drill24 herehttps://adia.arinex.one/DSI Underground – Ground support gurushttps://www.dsiunderground.com/contactSilverstone – Energy solutions for your businesskenny@sstone.com.auCRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 Greenlands Equipment – Turnkey mine water management Caleb.M@greenlandsequipment.com.au - +61 447 178 806 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.com 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(0:00:00)Introduction(0:01:23)What next in the MinRes saga?(0:14:44)Mt Cattlin hit by lithium rout(0:27:43)Is $MMI out the woods?(0:39:00)Coronado gets whacked on downgrade

 We each brought 4 unique and intriguing stories to the table today 1.       Peninsula: “The next ASX U producer” 2.       Meeka: Cashed up & good to go 3.       Develop: Payments due? 4.       MetalsTech: Another day on the ASX Sign-up for the Director’s Special  All information in this podcast is for education and entertainment purposes only and is of general nature only.  The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.  MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.  MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.  Thank you to our Partners:  Axis Mining Technology - Drill hole survey instrumentation experts  info@axisminetech.com – call Shaun Oehlman - +61457053260  Mineral Mining Services – Your preferred mining contractor  enquiry@mineralms.com.au - 1300 546 117  VRIFY – Communicate in 3D  grant@vrify.com  ADIA - The Australian Drilling Industry Association  Register for Drill24 here  https://adia.arinex.one/  DSI Underground – Ground support gurus  https://www.dsiunderground.com/contact  Silverstone – Energy solutions for your business  kenny@sstone.com.au  CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors  davidh@creinsurance.com.au - +61 2 9493 6100  Greenlands Equipment – Turnkey mine water management  Caleb.M@greenlandsequipment.com.au - +61 447 178 806  K-Drill – Safe, reliable, and productive surface RC drilling  drew@k-drill.com.au  We use SPARK - Market data for active ASX Traders - https://sparktrader.com  Join our exclusive FB Group & request access to the Hooteroo chat. Chapters:(0:00:00) Introduction(0:02:35) Is $PEN value or a trap?(0:22:10) Meeka Metals: Cashed up n ready(0:42:01) Will $DVP’s Woodlawn payments come due?(0:50:14) $MTC – just another day on the ASX

Today we mixed it up by hunting down the 8 juiciest snippets from reporting season. Companies included Rio, Glencore, Sandfire, MAC, Zimplats/Implats, Lynas, FMG & Ramelius.In addition, we yarned about Genesis’ decision to pull forward Laverton. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast. Thank you to our Partners: Axis Mining Technology - Drill hole survey instrumentation experts info@axisminetech.com – call Shaun Oehlman - +61457053260 Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 VRIFY – Communicate in 3D grant@vrify.com ADIA - The Aussie Drilling AssociationRegister for Drill24 herehttps://adia.arinex.one/ DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 Greenlands Equipment – Turnkey mine water management Caleb.M@greenlandsequipment.com.au - +61 447 178 806 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.com Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.Chapters(0:00:00)Introduction(0:00:55)8 juicy reporting season details(0:01:11)Rio on M&A(0:04:55)Glencore on copper, cobalt(0:08:43)Sandfire on debt(0:12:22)MAC's bush maths(0:14:10)Lynas on opex & NdPr(0:18:16)Implats PGM outlook(0:23:58)FMG's iron ore outlook(0:27:26)Ramelius's margin(0:29:16)Genesis pull forward Laverton

We had Ahmad Saleem back on the poddy to chat about copper.Our discussion ventured from whether the much anticipated bull market will emerge, why majors target porphyry deposits, if it’s better to buy vs build, what juniors should target, what we can learn from the venture capital funding system and a heap more. Sign-up for the Director’s SpecialAll information in this podcast is for education and entertainment purposes only and is of general nature only.The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.Thank you to our Partners:Axis Mining Technology - Drill hole survey instrumentation expertsinfo@axisminetech.com – call Shaun Oehlman - +61457053260Mineral Mining Services – Your preferred mining contractorenquiry@mineralms.com.au - 1300 546 117VRIFY – Communicate in 3Dgrant@vrify.comSMEC Power & Technology - Variable speed ventilation solutions and everything mining electricalMarty Law - mjl@smelectrical.com.au - +61 439 917 192DSI Underground – Ground support gurushttps://www.dsiunderground.com/contactSilverstone – Energy solutions for your businesskenny@sstone.com.auCRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectorsdavidh@creinsurance.com.au - +61 2 9493 6100Greenlands Equipment – Turnkey mine water managementCaleb.M@greenlandsequipment.com.au - +61 447 178 806K-Drill – Safe, reliable, and productive surface RC drillingdrew@k-drill.com.auWe use SPARK - Market data for active ASX Traders - https://sparktrader.comBuy Money of Mine MERCH Money of Mine on YouTube + Twitter(0:00:00)Introduction(0:02:56)Copper contrarian take(0:06:23)Development timelines(0:09:40)Risky jurisdictions(0:16:23)Different deposit styles (0:19:10)Exploration strategies of major miners(0:22:45)Differences between porphyry's and the others(0:26:38)Copper price forecasting(0:40:11)BHP in South Australia(0:43:22)Sandfire in Spain, Africa(0:51:10)Mongolia(

We’re drowning in news today, so we looked to pick out the most interesting and influential stories.First and foremost, MinRes (MIN), who’re battening down the hatches and “strangling” costs to fight another day. Then South32 (S32), who’s financial position is rather healthy, but are still tending for a few challenges.Lastly a gold check-in with Westgold (WGX) revealing its full year numbers and Red 5 (RED) sharing guidance for FY25.Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast. Thank you to our Partners: Axis Mining Technology - Drill hole survey instrumentation experts info@axisminetech.com – call Shaun Oehlman - +61457053260 Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 VRIFY – Communicate in 3D grant@vrify.com SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical Marty Law - mjl@smelectrical.com.au - +61 439 917 192 DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 Greenlands Equipment – Turnkey mine water management Caleb.M@greenlandsequipment.com.au - +61 447 178 806 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.auWe use SPARK - Market data for active ASX Traders - https://sparktrader.comBuy Money of Mine MERCHMoney of Mine on YouTube, Twitter + LinkedIn(0:00:00)Introduction(0:01:21)What next for MinRes(0:36:44)S32 go about their business(0:46:53)Westgold - building cash?(0:56:21)Why did Red's guidance disappoint?

We had plenty to pick from today but had to start with the news that the Paladin-Fission Uranium deal may be on the rocks.Next we chatted through what stood out from BHP’s annual numbers, plus what to read into in Galan’s MoU (GLN), 29Metals (29M) half year results and a quick quiz to finish off.Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast. Thank you to our Partners: Axis Mining Technology - Drill hole survey instrumentation experts info@axisminetech.com – call Shaun Oehlman - +61457053260 Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 VRIFY – Communicate in 3D grant@vrify.com SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical Marty Law - mjl@smelectrical.com.au - +61 439 917 192 DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 Greenlands Equipment – Turnkey mine water management Caleb.M@greenlandsequipment.com.au - +61 447 178 806K-Drill – Safe, reliable, and productive surface RC drillingdrew@k-drill.com.auWe use SPARK - Market data for active ASX Traders - https://sparktrader.comBuy Money of Mine MERCHJoin our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.Money of Mine on YouTube + Twitter(0:00:00)Introduction(0:01:58)Fission / Paladin can't get the votes(0:19:39)BHP Financials(0:37:30)Galan Lithium MOU(0:43:03)29 Metals accounting(0:48:09)The mystery $16m EV

It’s a big day for the U-bulls out there following Kazatomprom’s results late on Friday as well as ERA update and capital raising trading halt. We also saw annual results from lithium major Pilbara Minerals who added a tidy $1b debt facility to boot.Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast. Thank you to our Partners: Axis Mining Technology - Drill hole survey instrumentation experts info@axisminetech.com – call Shaun Oehlman - +61457053260 Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 VRIFY – Communicate in 3D grant@vrify.com SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical Marty Law - mjl@smelectrical.com.au - +61 439 917 192 DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 Greenlands Equipment – Turnkey mine water management Caleb.M@greenlandsequipment.com.au - +61 447 178 806 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.com 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(0:00:00)Introduction(0:02:00)Big Kazatomprom news(0:20:15)ERA hitting up the brokers(0:36:37)PLS Financial results(0:49:54)Who's paying out divvies?

We had natural resources fundie Dave Franklyn on to pick his brain on everything commodities related.The world of commodities has changed quite a bit since we last spoke with Dave one year ago, so we revisited some favourite topics such as the forces moving gold, the state of the Chinese economy and building a resources portfolio, as well as why the world’s view of met coal has changed, whether this is a ‘pause’ for uranium and plenty more. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast. Thank you to our Partners: Axis Mining Technology - Drill hole survey instrumentation experts info@axisminetech.com – call Shaun Oehlman - +61457053260 Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 VRIFY – Communicate in 3D grant@vrify.com SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical Marty Law - mjl@smelectrical.com.au - +61 439 917 192 DSI Underground – Ground support gurushttps://www.dsiunderground.com/contactSilverstone – Energy solutions for your businesskenny@sstone.com.auCRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectorsdavidh@creinsurance.com.au - +61 2 9493 6100Greenlands Equipment – Turnkey mine water managementCaleb.M@greenlandsequipment.com.au - +61 447 178 806K-Drill – Safe, reliable, and productive surface RC drillingdrew@k-drill.com.auWe use SPARK - Market data for active ASX Traders - https://sparktrader.com(0:00:00)Dave Franklyn on MoM(0:01:10)Diggers sentiment(0:04:58)Key market observations(0:08:20)Shorting(0:12:13)Energy transition and Geopolitical(0:15:08)Oil & gas investing(0:16:22)High conviction(0:20:01)Gold (0:21:25)Capricorn Metals(0:26:35)Develop(0:31:49)Copper(0:33:49)Uranium(0:44:41)Met coal (0:47:38)Rare earths(0:51:21)PLS acquisition of LRS and also LTR(0:56:06)Rapid thoughts

Mining news doesn’t stop… we’ve got 3 crackers today.1.       Whitehaven 30% of Blackwater + share their full year results2.       Patriot Battery Metals release their PEA3.       CONSOL & Arch Resources merge not form US$5.2b minerSign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast. Thank you to our Partners: Axis Mining Technology - Drill hole survey instrumentation experts info@axisminetech.com – call Shaun Oehlman - +61457053260 Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 VRIFY – Communicate in 3D grant@vrify.com SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical Marty Law - mjl@smelectrical.com.au - +61 439 917 192 DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 Greenlands Equipment – Turnkey mine water management Caleb.M@greenlandsequipment.com.au - +61 447 178 806 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.com 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(0:00:00)Introduction(0:01:36)Whitehaven selldown 30% of Blackwater(0:16:42)PMET release Shaki PEA(0:53:36)CONSOL & Arch merge