We’re in quarterly season now, with the cash building Genesis grabbing our attention first up. Next, we ventured east to chat about the rise and rise of Aurelia, as their Federation mine comes to the fore. Lastly, we look at a concerning but consistent trend gaining steam in West Africa, and how Gold Fields has been caught up in amongst it.

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(0:00:00)Intro

(0:01:36)Genesis watch the cash build

(0:11:58)Things to watch in resource investing

(0:16:41)Aurelia nailing the turnaround - so far

(0:25:15)A very concerning trend i

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Copper hopeful Prospect Resources has tied up a strategic investment from neighbour First Quantum at a premium, seeing their stock jump. Greatland Gold saw a solid result, and we dive into how rare earths are taking centre stage in the global trade war.

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(0:00:00)First Quantum put their foot on Prospect

(0:12:47)Greatland start building cash

(0:26:15)Who'll benefit from a rare earth battle?

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There’s only one story to chat about today… Bellevue.

We go into the ins & outs of the new mine plan, the capital raise, the prospects of a takeover and a whole heap more.

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(0:00:00) Bellevue news revealed

(0:07:37) Capital raise

(0:11:27) New mine plan

(0:15:04) Back of the envelope cash flow

(0:21:49) Hedge book

(0:27:41 )Under strategic review

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Matthew Fist, Portfolio Manager of the Firetrail Small Cap fund, breaks down how he’s making sense of markets, his preference to focus on bottom-up fundamentals in times of macro volatility, and how he’s positioning the fund across commodities, including detailed thoughts on a host of gold, copper, lithium and uranium miners.

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Chapters:

(0:00) Introduction

(3:01) How to feel about markets right now

(11:58) Impact of a trade war?

(15:45) Lithium reflections from China visit

(19:23) Lithium exposure interest

(22:58) GOLD bullishness

(24:20) Genesis (GMD)

(30:46) Greatland Gold (GGP)

(34:54) PRU, WAF

(36:23) Management and Balance sheet

(40:27) Bellevue (BGL) and Spartan (SPR)

(45:00) Gorilla Gold (GG8)

(46:19) AIC Mines (A1M) and Sandfire (SFR)

(49:23) Aurelia (AMI)

(50:54) Cobar consolidation? (PEX)

(52:24) Nexgen (NXG)

(56:16) Boss (BOE) and Paladin (PDN)

(59:12) Met coal and Whitehaven (WHC)

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As global markets rocketed, tin got smashed on the back of the news that Alphamin would be making a staged restart of the Bisie mine.

We then delved into the latest in the Gold Road – Gold Fields saga, with the target seemingly playing its part in the “takeover dance.”

Finally, Minerals 260 has completed its acquisition of Bullabulling and received a $220m raise to boot. 

Chapters:

(0:00) Introduction

(2:21) Alphamin is Back, Tin Down

(17:04) Gold Road x Gold Fields Drama

(37:04) MI6 trades with Bullabulling

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tim.taylor@crossbounda

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Today’s show is a great discussion with the vastly experienced Alan Broome.

We looked at what the mines of the future will look like, where the low hanging fruit is in respect to innovation, how Australia can stay ahead of the curve, what it means for those working in the industry and a whole bunch more.

This episode was made in partnership with Austmine's GRX Conference.

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 Brisbane, 20 - 22 May, 2025

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Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy

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KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance

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

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Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries

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There are lots of unknowns in the ever-evolving lithium market: think supply, demand, geopolitics, technology and battery chemistry. Today, emerging young gun Daniel Rau joins us to discuss this. 

We explore the current market structure challenges, cost curve steepness, DLE technology, geopolitical forces and much more.

You can read more of Daniel’s insights on his Twitter account: https://x.com/drauwsy 

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Chapters:

(00:00) Introduction
(02:54) Supply and Demand Now
(06:17) BESS Growth
(24:36) Long-Term Supply and Demand
(36:30) Chinese Influence on Lithium Market
(42:30) Challenges for Western Lithium Companies
(45:53) Unsettled Battery Technologies
(52:07) Direct Lithium Extraction (DLE)
(57:46) East vs. West: DLE
(01:09:06) Challenges in the Supply Chain

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

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KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance

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

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Markets started Monday in freefall, so we talked about the implications for Aussie and global miners.

We then delved into Rio Tinto’s activist battle with Palliser Capital and touched on uranium market dynamics too.

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Chapters:

(0:00:00) Introduction

(0:01:11) Market Meltdown

(0:05:46) Rare Earths interesting?

(0:14:36) 14 Miners Most Vulnerable

(0:25:00) Rio Tinto vs Palliser

(0:39:53) Contrarians enter U stocks

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 Brisbane, 20 - 22 May, 2025

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

http://www.rocktechnology.sandvik/groundsupport

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

WA Water Bores – WA’s premier water well drilling company

[email protected] - +61 429 695 538

Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy

[email protected] - +61 8 9373 1140

KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance

[email protected] – 1300 143 947

Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries

[email protected] - +61 450 944 489

Cross Boundary Energy – Independent Power Producer for the global mining industry

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The gold price is flying, can you believe it’s soared beyond A$5,000 per ounce? We ask Hedley Widdup of Lion Selection Group about every single gold junior we can think of. We don’t think we even talk about a single producer in this episode, we’ve gone down the Lassonde curve discussing the projects that very well might find have their moment in this gold environment.

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Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)

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http://www.rocktechnology.sandvik/groundsupport

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

[email protected] - +61 2 9493 6100

WA Water Bores – WA’s premier water well drilling company

[email protected] - +61 429 695 538

Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy

[email protected] - +61 8 9373 1140

KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance

[email protected] – 1300 143 947

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

[email protected] - +61 416 015 876

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[email protected] - +61 450 944 4

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First up today is the punchy bid that Huayou & Renault chucked up for Galan’s assets, leading it to jump 45%.

Then, we discuss possibilities in anticipation of Bellevue’s release, we look at Ramelius’ pre-reported quarterly as well as the quarterly from Polymetals and an update from Metro Mining.

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Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)

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Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.

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 Brisbane, 20 - 22 May, 2025

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

Paul Natoli - [email protected]

Sandvik Ground Support – The only ground support you’ll ever need

http://www.rocktechnology.sandvik/groundsupport

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

WA Water Bores – WA’s premier water well drilling company

[email protected] - +61 429 695 538

Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy

[email protected] - +61 8 9373 1140

KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance

[email protected] – 1300 143 947

Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries

[email protected] - +61 450 944 489

Cross Boundary Energy – I

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