For our final episode of 2023, we had the great opportunity to chat with two journalists whose work we’ve followed for a long time.

Peter Ker has covered the resources sector for the Fin for over a decade while Anthony Macdonald wrote under the Street Talk banner until this year, when he became a Chanticleer columnist. The duo has a wealth of experience covering M&A, natural resources companies and plenty more.

A big shoutout to all the Money Miners who’ve tuned in this year, we massively appreciate it and are looking forward to 2024, Hooteroo!

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.

Thank you to our Podcast Partners:

InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry

Email [email protected] for more information

DSI Underground – Supplier of Ground Support Products to the Mining and Tunnelling industries

Terra Capital – Specialist investment manager in the natural resources sector

McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts

Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities

Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more

KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more

Brooks Airways – Perth’s leading charter flight operators

K-Drill – Safe, reliable, and productive surface RC drilling

Buy your Money of Mine MERCH here

Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group.

Subscribe to our weekly newsletter HOOTEROO HERALD

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TIMESTAMPS

(0:00:00) Introduction

(0:01:35) Money of Mine’s very first episode

(0:03:42) Flying over for an East Coast trip

(0:05:43) Making a schmick decline

(0:07:48) Anthony Macdonald + Peter Ker on MoM

(0:09:18) Geopolitics: The IRA & beyond

(0:17:34) The profitless boom

(0:18:50) Baffling Biollionaire behaviour

(0:23:22) Where is China going?

(0:25:01) ESG investing in review

(0:30:31) Deal themes: Blocking stakes

(0:35:17) The impact of Super Funds

(0:41:38) Big M&A: Newmont + Newcrest

(0:47:25) Will BHP make Olympic Dam work with Oz Minerals assets?

(0:50:32) Santos + Woodside: Will it happen?

(0:54:02) Looking forward: Inflation + interest rates

(0:55:10) Will capital markets feed into developers/explorers?

(0:56:43) Will Labor go pro-Uranium?

(0:58:28) Reversion to the mean for mid-caps?

We have interviewed 9 of the sharpest fund managers in the Natural Resources / Mining investment world to bring the Money Miners some brilliant insight heading into 2024. We ask 4 simple questions. 1. Highest conviction prediction. 2. Most non-consensus prediction. 3. Best performing commodity. And 4. Worst performing commodity.

A big thanks to the fund managers contributing to this 2024 prediction spectacular, including:

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.

Thank you to our Podcast Partners:

InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry

Email [email protected] for more information

DSI Underground – Supplier of Ground Support Products to the Mining and Tunnelling industries

Terra Capital – Specialist investment manager in the natural resources sector

McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts

Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities

Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more

KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more

Brooks Airways – Perth’s leading charter flight operators

K-Drill – Safe, reliable, and productive surface RC drilling

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

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Follow Money of Mine on Instagram

Chapters:

(0:00:00) Introduction

Plenty of mining news for us to sink our teeth into in our final day for the year (we’ve got some cracking interviews to release in the coming days!)

First cab off the rank is IGO (IGO), who’ve capped a tough year with another poor announcement regarding their Cosmos operation.

Next up we couldn’t help but discuss the news that David Flanagan is back in the arena with Arrow Minerals (AMD) looking to build something big and very good in Guinea.

The AVL/TMT got some airtime as AVL chucked in a best & final sweetener to get the deal done, while West African Resources (WAF) released a maiden resource at M5 South to add ounces at their Sanbrado operation.

Our last story for the day was Spartan Resources (SPR) who shared additional assays from Never Never, as the market awaits their resource upgrade announcement.

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.

Thank you to our Podcast Partners:

InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry

Email [email protected] for more information

DSI Underground – Supplier of Ground Support Products to the Mining and Tunnelling industries

Terra Capital – Specialist investment manager in the natural resources sector

McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts

Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities

Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more

KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more

Brooks Airways – Perth’s leading charter flight operators

K-Drill – Safe, reliable, and productive surface RC drilling

Buy your Money of Mine MERCH here

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

Chapters:

(0:00:00) Introduction

Today’s episode is our first venture into the world of energy.

We brought on the show Thomson Naude to help us investigate the potential mega merger between Santos (STO) and Woodside (WDS), discussing what the key assets are, what the hurdles to deal are and what it would mean to the Australian energy market.

We also discussed the recent M&A in the Perth Basin, why the east & west coast energy markets differ so widely and whether we should expect any changes in government legislation.

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.

Thank you to our Podcast Partners:

InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry

Email [email protected] for more information

DSI Underground – Supplier of Ground Support Products to the Mining and Tunnelling industries

Terra Capital – Specialist investment manager in the natural resources sector

McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts

Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities

Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more

KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more

Brooks Airways – Perth’s leading charter flight operators

K-Drill – Safe, reliable, and productive surface RC drilling

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

TIMESTAMPS

(0:00:00) Introduction

(0:03:12) Deep Drilling in the Smackover and Thacker Pass

(0:07:22) Save Cobre Panama

(0:09:58) Santos Woodside potential merger

(0:11:31) Lay of the land for Aus Oil & Gas

(0:18:45) What are the synergies?

(0:21:54) How is East Coast gas market different to West Coast?

(0:24:43) Economies of scale for Oil & Gas transactions

(0:31:49) Interest in Gas from the Mining Magnates

We’ve got news from all around the world to see us into Money of Mine’s final week of 2023.

First up was Regis Resources (RRL) who have killed there most talked about aspect by closing out the hedgebook. Then we discussed the latest assay results from Niobium hopeful WA1.

Mali based Leo Lithium (LLL) finally shared some additional news with the market, though coming back on the boards to trade wasn’t mentioned.

We then got into the maiden resource from Winsome Resources (WR1) for their Adina project in James Bay as they try to stem the headwinds being faced. Elevate Uranium (EL8) got a special mention for a costly capital raising before we spoke about the Panamanian government’s decision for First Quantum (FM.tsx) to close the giant copper mine.

We round off with a couple comments from Rio Tinto’s (RIO) CEO on their plan for lithium M&A.

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.

Thank you to our Podcast Partners:

InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry

Email [email protected] for more information

DSI Underground – Supplier of Ground Support Products to the Mining and Tunnelling industries

Terra Capital – Specialist investment manager in the natural resources sector

McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts

Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities

Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more

KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more

Brooks Airways – Perth’s leading charter flight operators

K-Drill – Safe, reliable, and productive surface RC drilling

Buy your Money of Mine MERCH here

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

TIMESTAMPS

(0:00:00) Introduction

(0:02:33) The OG partners

(0:07:19) Regis finally can the hedgebook

(0:11:58) The lastest hits from WA1

(0:15:40) Finally news for long suffering LLL holders

(0:18:26) Maiden resource time at Winsome

(0:21:38) EL8’s special mention

(0:24:16) First Quantum forced to shut US$10b mine

(0:27:10) Will Rio Tinto do some lithium M&A?

Part 2 of our chat with Mr Lithium covers lots of fascinating and forgotten (in WA at least) projects & possibilities for the lithium market.

We delve into what sedimentary projects are & what their impact will look like, what to make of this lithium over/under supply debate, whether China can really become the worlds biggest lithium miner & the misconceptions on lithium hydroxide vs carbonate.

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.

Thank you to our Podcast Partners:

InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry

DSI Underground – Supplier of Ground Support Products to the Mining and Tunnelling industries

Terra Capital – Specialist investment manager in the natural resources sector

McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts

Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities

Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more

KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more

Brooks Airways – Perth’s leading charter flight operators

K-Drill – Safe, reliable, and productive surface RC drilling

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

TIMESTAMPS

(0:00:00) Introduction

(0:01:11) What is going to save Liontown?

(0:06:11) Exxon moving into Oil Field Brines

(0:13:45) Is the impact of DLE over or under appreciated?

(0:18:28) Sedimentary Lithium – Thacker Pass

(0:33:25) Giga Factory capacity in North America

(0:36:22) Hydroxide vs Carbonate downstream

(0:44:17) Is the Min Res rock only strategy the go-to?

(0:49:35) Is Australian downstream ever going to work?

We’ve got 4 juicy stories for the Money Miners today.

First up we focus in on Latin Resources (LRS) Mineral Resource update from their Salinas project in Brazil before we have a chat about Boss Energy’s (BOE) $200m raising and announcement that they’re making an acquisition.

Next up we talk about Blackstone Minerals (BSX) who’ve shared with the market that they’ve got an option to purchase a Canadian nickel mine then, last but not least, we went deep into the weeds on the Technology Metals (TMT) and Australian Vanadium (AVL) merger, which has managed to ruffle a few feathers over the past couple months.

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.

Thank you to our Podcast Partners:

InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry

DSI Underground – Supplier of Ground Support Products to the Mining and Tunnelling industries

Terra Capital – Specialist investment manager in the natural resources sector

McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts

Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities

Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more

KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more

Brooks Airways – Perth’s leading charter flight operators

K-Drill – Safe, reliable, and productive surface RC drilling

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

TIMESTAMPS

(0:00:00) Introduction

(0:03:46) Bondy Stories

(0:06:16) Latin Resource upgrade

(0:11:15) Boss Energy Shaking the tin

(0:15:36) Blackstone Minerals counter cyclical option

(0:24:58) Shareholder revolt for AVL TMT merger

We go deep on 2 deals today, first up the big one, Evolution spending up to secure Northparkes.

As the Money Miners would expect, we go deep into all the details, including why they’ve bought it, what the streaming does and what the actual price is.

Our second deal to dive into was the acquisition of the Beyondie potash project by Reward Minerals. Our chief potash expert, Travis Riccardinho, took great pleasure in pulling apart the deal to assess what it actually means for previous equity & debt holders, and to see if anyone is winning.

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.

Thank you to our Podcast Partners:

InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry

DSI Underground – Supplier of Ground Support Products to the Mining and Tunnelling industries

Terra Capital – Specialist investment manager in the natural resources sector

McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts

Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities

Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more

KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more

Brooks Airways – Perth’s leading charter flight operators

K-Drill – Safe, reliable, and productive surface RC drilling

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

TIMESTAMPS

(0:00:00) Introduction

(0:02:21) Deap Sea Mining sustainability

(0:04:51) The big arm wrestle happening next week

(0:07:08) Evolution buy Northparkes

(0:08:24) Northparkes history

(0:14:22) The financials of Northparkes

(0:34:29) Reward wrap up Beyondie

(0:39:01) What does Reward’s acquisition mean for previous holders?

We crack on into December with another round of AGM remuneration vote downs, focusing in on the mining services (including special mentions to Perenti [PRN], NRW Holdings [NWH] & Emeco [EHL]).

Next up we have a chat about the new information that’s been released on the US Inflation Reduction Act with detail provided on what constitutes a “Foreign Entity of Concern”, including implication for Australia battery metal miners.

Arafura’s (ARU) latest financing got a shout out as well as highlights from Sayona’s (SYA) punchy AGM.

We then ventured to Matty’s favourite nation, PNG, to cover the GR Engineering (GNG) contract with K92 (TSX-listed) before rounding out on Liontown’s (LTR) port solution with the Mid West Port Authority.

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.

Thank you to our Podcast Partners:

InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry

DSI Underground – Supplier of Ground Support Products to the Mining and Tunnelling industries

Terra Capital – Specialist investment manager in the natural resources sector

McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts

Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities

Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more

KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more

Brooks Airways – Perth’s leading charter flight operators

K-Drill – Safe, reliable, and productive surface RC drilling

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

TIMESTAMPS

(0:00:00) Introduction

(0:02:31) Ally GC’s Instagram giveaway

(0:06:33) Wanna speak to MD’s + CEO’s directly?

(0:12:36) Mining Services Rem Reports voted down

(0:16:39) What’s a “foreign entity of concern”

(0:22:00) Will all these letter’s of intent help Arafura?

(0:28:13) K92 lock in GR Engineering to build stage 3

(0:34:52) Sayona AGM highlights

(0:38:47) Liontown secure port access to export lithium

We round out an eventful week by calling out all those company’s whose shareholders voted down remuneration resolutions for exec’s.

Next up we speak about Euro Manganese’s (EMN) funding announcement to lighten their mood then onto the Balmaine (Ballarat) gold mine administration process.

We say some headlines around “AusSuper going substantial on Pilbara Minerals (PLS)” which we had to call out as well as one of the more eventful AGMs at Magnis (MNS) which we weren’t able to attend.

The game has changed a bit at OreCorp (ORR) so that got a mention and lastly we had to mention the award of the Mt Marion decline by MinRes (MIN) to Develop (DVP).

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.

Thank you to our Podcast Partners:

DSI Underground – Supplier of Ground Support Products to the Mining and Tunnelling industries

Terra Capital – Specialist investment manager in the natural resources sector

McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts

Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities

Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more

KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more

JP Search – Recruitment specialists for the financial world

Brooks Airways – Perth’s leading charter flight operators

K-Drill – Safe, reliable, and productive surface RC drilling

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

TIMESTAMPS:

(0:00:00) Preview

(0:02:04) The key link in TG6 History

(0:04:38) How is mesh made?

(0:08:30) AGM strikes

(0:11:32) Euro Manganese funding announcement

(0:16:19) Ballarat Gold Mine swallowed up by Acheron Capital

(0:18:19) Aus Super buying PLS

(0:21:35) Orecorp deal update

(0:24:45) Wild Magnus AGM scenes

(0:27:29) Develop get Mt Marion contract