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. 

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(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.

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Mineral Mining Services – Your preferred mining contractor

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https://www.dsiunderground.com/contact

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

[email protected] - +61 2 9493 6100

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

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[email protected] - +61 433 261 071

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(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! 

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Thank you to our Partners:

Mineral Mining Services – Your preferred mining contractor

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Grounded - Infrastructure for remote mining and civil projects Australia wide

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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

[email protected] - +61 2 9493 6100

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

[email protected] - +61 416 015 876

Daishsat – Geophysical survey experts

[email protected] - +61 433 261 071

Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists

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(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.

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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

[email protected] - +61 2 9493 6100

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

[email protected] - +61 416 015 876

Daishsat – Geophysical survey experts

[email protected] - +61 433 261 071

Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists

[email protected] - +61 400 722 059

Get Wet Solutions – Setting the standard in water bladder tank technology 

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(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.

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https://www.dsiunderground.com/contact

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

[email protected] - +61 2 9493 6100

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

[email protected] - +61 416 015 876

Daishsat – Geophysical survey experts

[email protected] - +61 433 261 071

Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists

[email protected] - +61 400 722 059

Get Wet Solutions – Setting the standard in water bladder tank technology 

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(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.

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Mineral Mining Services – Your preferred mining contractor

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Grounded - Infrastructure for remote mining and civil projects Australia wide

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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

[email protected] - +61 2 9493 6100

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

[email protected] - +61 416 015 876

Daishsat – Geophysical survey experts

[email protected] - +61 433 261 071

Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists

[email protected] - +61 400 722 059

Get Wet Solutions – Setting the standard in water bladder tank technology 

[email protected] - +61 475 627 569

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(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

Today’s interview is with popular former guest and geo-alpha wiz Tom Woolrych.

Following Sumitomo’s juicy transaction over Winu and other copper deals, we were intrigued by what other undeveloped plays are out there that we should be watching. Tom shared his geology knowledge as we talked through a shortlist of 16 names of interest to investors out there.

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Chapters:

(0:00:00) Introduction

(0:02:23) Tom Woolrych back on MoM

(0:05:26) NGEx Minerals (NGEX.TSX)

(0:17:47) Solaris (SLS.TSX)

(0:23:24) FireFly (FFM.ASX)

(0:30:10) Marimaca (MARI.TSX)

(0:34:13) Entrée (ETG.TSX)

(0:39:08) SolGold (SOLG.LSE)

(0:43:09) Aldebaran (ALDE.TSXV)

(0:48:39) Regulus (REG.TSXV)

(0:52:04) Hercules (BIG.TSXV)

(1:02:16) American Eagle (AE.TSXV)

(1:11:58) Caravel (CVV.ASX)

(1:15:33) Hot Chili (HCH.ASX)

(1:18:33) Havilah (HAV.ASX)

(1:20:45) Cyprium (CYM.ASX)

(1:23:53) Arras (ARK.TSXV)

(1:29:19) Rugby (RUG.TSXV)

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Thank you to our Partners:

Mineral Mining Services – Your preferred mining contractor

[email protected] - 1300 546 117

Grounded - Infrastructure for remote mining and civil projects Australia wide

Paul Natoli - [email protected]

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

[email protected] - +61 2 9493 6100

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

[email protected] - +61 416 015 876

Daishsat – Geophysical survey experts

[email protected] - +61 433 261 071

Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists

[email protected] - +61 400 722 059

Get Wet Solutions – Setting the standard in water bladder tank technology 

[email protected] - +61 475 627 569

Buy Money of Mine MERCH

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Jennifer Hewett is a national affairs writer for the AFR, with a wealth of experience across energy, economics and politics.

This fascinating conversation covered everything from the role our energy policy will play not just in the coming election, but in coming decade, whether mining’s significance is appreciated across Australia, if Australia will get caught in the crosshairs of US-China trade wars, whether we can learn from industrial policy overseas and a whole lot more. 

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Thank you to our Partners:

Mineral Mining Services – Your preferred mining contractor

[email protected] - 1300 546 117

Grounded - Infrastructure for remote mining and civil projects Australia wide

Paul Natoli - [email protected]

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

[email protected] - +61 2 9493 6100

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

[email protected] - +61 416 015 876

Daishsat – Geophysical survey experts

[email protected] - +61 433 261 071

Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists

[email protected] - +61 400 722 059

Get Wet Solutions – Setting the standard in water bladder tank technology 

[email protected] - +61 475 627 569

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(0:00:00)Introduction

(0:02:30)Jennifer Hewett from the AFR

(0:04:13)Energy policy

(0:08:54)Nationalising energy

(0:10:29)Coal royalties

(0:13:18)Regis Mcphillamys

(0:16:54)Nuclear energy review

(0:18:50)Eneabba

(0:21:34)China independence

(0:26:18)Pilbara energy infrastructure

(0:29:36)Twiggy and energy

(0:33:32)East state energy crisis

(0:37:08)Jenni's frustrations

(0:47:09)Trump and China

(0:54:40)Inflation Reduction Act

(0:58:11)Jenni's crystal ball

First up today we briefly discuss the latest China news that has lit up the miners, followed by a dive into the Lundin asset sale to Boliden.

We then cover two stories, both involving commodity trader Trafigura, with Boab Metals signing a prepayment and offtake deal and Develop finalising their facility.

Chapters:

(0:00:00) Introduction

(0:00:55) China stimmy moves markets

(0:02:27) Boliden buys Lundin's Copper & Zinc mines

(0:23:31) Boab gets money from Trafigura

(0:32:15) Develop finalised Trafigura debt


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Thank you to our Partners:

Mineral Mining Services – Your preferred mining contractor

[email protected] - 1300 546 117

Grounded - Infrastructure for remote mining and civil projects Australia wide

Paul Natoli - [email protected]

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

[email protected] - +61 2 9493 6100

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

[email protected] - +61 416 015 876

Daishsat – Geophysical survey experts

[email protected] - +61 433 261 071

Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists

[email protected] - +61 400 722 059

Get Wet Solutions – Setting the standard in water bladder tank technology 

[email protected] - +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

One massive, influential story to chat about today.

On Friday, Iluka announced that EFA would provide a further $400m while it too would dip into its pocket to complete the Eneabba rare earth refinery. Boy, have we got a lot to talk about...

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Please read our Privacy Policy and Disclaimer here

Thank you to our Partners:

Mineral Mining Services – Your preferred mining contractor

[email protected] - 1300 546 117

Grounded - Infrastructure for remote mining and civil projects Australia wide

Paul Natoli - [email protected]

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

[email protected] - +61 2 9493 6100

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

[email protected] - +61 416 015 876

Daishsat – Geophysical survey experts

[email protected] - +61 433 261 071

Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists

[email protected] - +61 400 722 059

Get Wet Solutions – Setting the standard in water bladder tank technology 

[email protected] - +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