Today’s episode is a conversation on what remains Australia’s most intriguing company, Mineral Resources (aka MinRes).We invite on Moz, who unpacks with us his thesis for investing in the diversified miner after publishing his thesis on Twitter.The detailed discussion goes into the weeds on Mt Marion & Wodgina, the haul road, transhipping and governance to name a few subjects.Moz's Twitter account is @onslowshippingThis interview was recorded on 28.7.2025.

……………

TIMESTAMPS

(00:00) Introduction, Viral Meme
(02:33) Obsession with Mineral Resources
(05:33) Challenges and Market Perception
(15:48) Transparency and Reporting Issues
(28:10) CEO Chris Ellison's Leadership
(36:48) Chris's Hubris and Capital Allocation
(37:29) Lithium Investments and Market Assumptions
(39:13) Mining Services Business
(39:48) Joint Ventures and Operational Viability
(44:44) Onslow Project and Iron Ore Production
(56:49) Challenges and Risks of the Haul Road
(01:08:46) Expansion Potential and Financial Considerations
(01:16:58) Mining Services Contracts and Lithium Sale
(01:17:35) The Carry Loan
(01:19:47) Liquidity Concerns and Debt Management
(01:24:13) Iron Ore Market and Cost Analysis
(01:27:21) Operational Risks and Project Viability
(01:33:15) Leadership and Future Outlook
(01:34:46) Investment Thesis and Market Sentiment

……………

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……………

PARTNERS

Thank you to the mining services businesses that make this content possible:

·       ⁠⁠⁠Grounded⁠⁠⁠ - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: [email protected]

·       ⁠⁠⁠Sandvik Ground Support⁠⁠⁠ – The only ground supportyou’ll ever need

·      ⁠⁠⁠CrossBoundary Energy⁠⁠⁠ – Independent power producer for the global mining industry | [email protected] +61 466 184 943

……………

FOLLOW & CONNECT

• YouTube: ⁠⁠⁠@MoneyofMine⁠⁠⁠

• Twitter / X: ⁠⁠⁠@moneyofminepod⁠⁠⁠

• ⁠⁠⁠LinkedIn⁠⁠⁠ | ⁠⁠⁠Instagram⁠⁠⁠ | ⁠⁠⁠Facebook⁠⁠⁠

• Travis Ricciardo: ⁠⁠⁠@TRAVmoneyofmine⁠⁠⁠⁠

• Jonas Dorling: ⁠⁠⁠@JDmoneyofmine⁠⁠⁠⁠

• Email us Word on the Decline: [email protected]

……………

JOIN THE GROUP CHAT

• Step 1: Join the ⁠⁠⁠Money Miners Facebook Group⁠⁠⁠

• Step 2: Request access to the ⁠⁠⁠HOOTEROO chat⁠⁠⁠

……………

DISCLAIMER

All information in this podcast is for education and entertainment purposes only and is of general nature only.

Please ensure you read our ⁠⁠⁠full disclaimer⁠⁠⁠.

We’re delighted to share this passionate and energeticconversation with Steve Beresford and Ahmad Saleem.

With Steve and Ahmad, we dive into the problems they set out to tackle when they launched their timeless podcast, Exploration Radio nearly a decade ago. From there, we explore what they’ve learned about what it really takes to make a mineral discovery, whether this is another area where China is pulling ahead, and what the industry needs more of moving forward.

Additionally, we hear about the characters, books and experiences that have shaped them along the way.

Enjoy!

This interview was recorded on 24.7.2025.

……………

TIMESTAMPS

(00:00) Introduction
(01:02) Ahmad Saleem and Steve Beresford
(01:30) Podcasting Evolution
(03:03) The Art of Authentic Conversations
(04:19) Reflecting on Exploration Radio
(06:50) The Importance of Informal Conversations
(18:32) The Role of Power in Mining and Podcasting
(19:40) Characteristics of Successful Explorers
(32:02) Communication Breakdown
(32:16) Barriers to Success
(33:49) Exploration as a Biological Trait
(34:21) Information Overload and Distraction
(35:27) The Honeybee Analogy
(36:00) Abstract Thinking in Exploration
(36:29) Decline in Exploration
(38:53) Long-Term vs. Short-Term Thinking
(42:05) Challenges in Mineral Exploration
(51:36) The Role of Environment and Motivation
(54:43) East vs. West in Exploration
(01:04:54) Saudi Arabia's Ambitious Plans
(01:06:38) Economic Shifts and Resource Management
(01:07:16) China's Strategic Resource Investments
(01:08:04) Field Experiences and Infrastructure
(01:09:17) Work-Life Balance in Mining
(01:10:58) Motivation and Retention in Geoscience
(01:16:15) Adapting to Personal and Professional Changes
(01:19:48) The Importance of Field Training
(01:21:50) Ahmad's Individuality
(01:27:06) Memorable Podcast Moments
(01:33:27) Site Visits and Learning Experiences

……………

Join 12k+ subscribers to the ⁠⁠Director’s Special⁠⁠:one daily email with all the news that matters in mining

……………

PARTNERS

Thank you to the mining services businesses that make thiscontent possible:

·       ⁠⁠Grounded⁠⁠ - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: [email protected]

·       ⁠⁠Sandvik Ground Support⁠⁠ – The only ground supportyou’ll ever need

·      ⁠⁠CrossBoundary Energy⁠⁠ – Independent power producer for the global mining industry | [email protected] +61 466 184 943

……………

FOLLOW & CONNECT

• YouTube: ⁠⁠@MoneyofMine⁠⁠

• Twitter / X: ⁠⁠@moneyofminepod⁠⁠

• ⁠⁠LinkedIn⁠⁠ | ⁠⁠Instagram⁠⁠ | ⁠⁠Facebook⁠⁠

• Travis Ricciardo: ⁠⁠@TRAVmoneyofmine⁠⁠⁠

• Jonas Dorling: ⁠⁠@JDmoneyofmine⁠⁠⁠

• Email us Word on the Decline: [email protected]

……………

JOIN THE GROUP CHAT

• Step 1: Join the ⁠⁠Money Miners Facebook Group⁠⁠

• Step 2: Request access to the ⁠⁠HOOTEROO chat⁠⁠

……………

DISCLAIMER

All information in this podcast is for education andentertainment purposes only and is of general nature only.

Please ensure you read our ⁠⁠full disclaimer⁠⁠.

Today’s episode is a conversation that completely drew us in— with Canadian resource fund manager Darren McLean.

Darren is a thoughtful and passionate investor, focused onfinding unloved and overlooked stocks. He follows companies from drilling right through to construction and execution, with a particular interest insingle-asset plays.

In this wide-ranging chat, we cover some great stories —from investing in Champion Iron, GT Gold and Filo — to why mining offers such aunique opportunity set, and Darren’s own ambition to one day build a mine.

Enjoy the chat!

This interview was recorded on 22.7.25.

……………

TIMESTAMPS

(00:00) Introduction to Darren McLean and Muddy Waters

(01:43) Darren's Journey into Mining Investments

(03:38) Understanding the Mining Sector

(06:26) Investment Strategies and Success Stories

(10:00) Challenges and Opportunities in Mining Investments

(13:32) The Role of Follower Capital

(19:56) Case Studies: Champion Iron and GT Gold

(30:52) The Filo Mining Success Story

(48:09) Investment Philosophy and Final Thoughts

(49:10) The Reality of Investing in High-Risk Sectors

(50:03) Market Perception vs. Personal Insight

(53:01) Challenges and Strategies in Short Selling

(54:05) Case Study: Short Selling

(01:01:36) The Ambition to Run a Mining Company

(01:04:45) The Importance of Simple and Elegant Projects

(01:19:59) The Value of Building a Strong Technical Team

(01:26:39) The Unique Opportunities in Gold Investing

(01:34:06) Conclusion and Final Thoughts

……………

Join 12k+ subscribers to the ⁠Director’s Special⁠:one daily email with all the news that matters in mining

……………

PARTNERS

Thank you to the mining services businesses that make thiscontent possible:

·       ⁠Grounded⁠ - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: [email protected]

·       ⁠Sandvik Ground Support⁠ – The only ground supportyou’ll ever need ·      ⁠CrossBoundary Energy⁠ – Independent power producer for the global mining industry | [email protected] +61 466 184 943

……………

FOLLOW & CONNECT

• YouTube: ⁠@MoneyofMine⁠

• Twitter / X: ⁠@moneyofminepod⁠

• ⁠LinkedIn⁠ | ⁠Instagram⁠ | ⁠Facebook⁠

• Travis Ricciardo: ⁠@TRAVmoneyofmine⁠⁠

• Jonas Dorling: ⁠@JDmoneyofmine⁠⁠

• Email us Word on the Decline: [email protected]

……………

JOIN THE GROUP CHAT

• Step 1: Join the ⁠Money Miners Facebook Group⁠

• Step 2: Request access to the ⁠HOOTEROO chat⁠

……………

DISCLAIMER

All information in this podcast is for education andentertainment purposes only and is of general nature only.

Please ensure you read our ⁠full disclaimer⁠.

There’s plenty of alpha to be made — and money to be saved — by learning from a sceptical geologist. So we interviewed one.

Roland Gotthard has built a reputation for calling out poordisclosure practices, guiding investors on what to watch for, and recognising when companies get it right.

In this episode, Roland shares the lessons he’s learned fromyears of scrutinising company reporting and navigating the grey areas of themining market.

.……………

TIMESTAMPS

00:00 Introduction

00:46 Why JORCWTF?

02:25 The geologist skillset

08:20 The internal pressure of being a geo

12:40 Influences on bad disclosure

17:50 The small cap dilemma

21:34 The directors special

27:33 More red flags

31:26 Nuances to the directors special

39:04 Why maps

41:25 Metallurgy red flags

51:00 What to infer from Geotech work

54:36 Yellow flags

1:02:58 Never reported drilling

1:03:33 Being an outsider

1:04:50 Why continue JORCWTF

……………

Join 12k+ subscribers to the ⁠Director’s Special⁠:one daily email with all the news that matters in mining

……………

PARTNERS

Thank you to the mining services businesses that make thiscontent possible:

·       ⁠Grounded⁠ - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: [email protected]

·       ⁠Sandvik Ground Support⁠ – The only ground supportyou’ll ever need

·       ⁠Cross Boundary Energy⁠ – Independent power producer for the global mining industry | [email protected] +61 466 184 943

……………

FOLLOW & CONNECT

• YouTube: ⁠@MoneyofMine⁠

• Twitter / X: ⁠@moneyofminepod⁠

• ⁠LinkedIn⁠ | ⁠Instagram⁠ | ⁠Facebook⁠

• Travis Ricciardo: ⁠@TRAVmoneyofmine⁠⁠

• Jonas Dorling: ⁠@JDmoneyofmine⁠⁠

• Email us Word on the Decline: [email protected]

……………

JOIN THE GROUP CHAT

• Step 1: Join the ⁠Money Miners Facebook Group⁠

• Step 2: Request access to the ⁠HOOTEROO chat⁠

……………

DISCLAIMER

All information in this podcast is for education andentertainment purposes only and is of general nature only.

Please ensure you read our ⁠full disclaimer⁠.

Recent wild volatility in markets has led us to reflect ongold, so we thought why not chat with the man who’s spent more time than most thinking about the precious metal… Dirk Baur.

Dirk was kind enough to share his wisdom from his decades of observing and analysing gold, as well as a host of other metals.

We learn how gold & gold equities perform in crisistimes, whether silver really is a safe haven, if we should consider PGMs as precious metals, the likelihood of bitcoin disrupting the gold bull market, why the GDX is not what it seems plus plenty more.

Enjoy the chat!

……………

TIMESTAMPS

00:00 Introduction

02:20 Is gold undervalued?

04:45 Safe haven vs hedge

09:55 Gold being trusted

12:25 Gold equities vs gold

15:58 Where does silver go from here?

19:50 Are the studies too short-dated

25:23 Negative return asymmetry in commodities

29:41 Unbacked gold claims

31:07 Have ETFs distorted gold

33:27 Gold ETF vs individual stocks

37:10 Central banks pushing gold

40:01 The gold standard

41:47 Green gold

47:15 Stablecoins

48:43 Tether in gold

49:59 Gold predictions

……………

Join 12k+ subscribers to the ⁠Director’s Special⁠:one daily email with all the news that matters in mining

……………

PARTNERS

Thank you to the mining services businesses that make thiscontent possible:

·       ⁠Grounded⁠ - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: [email protected]

·       ⁠Sandvik Ground Support⁠ – The only ground supportyou’ll ever need

·       ⁠Cross Boundary Energy⁠ – Independent power producer for the global mining industry | [email protected] +61 466 184 943 ……………

FOLLOW & CONNECT

• YouTube: ⁠@MoneyofMine⁠

• Twitter / X: ⁠@moneyofminepod⁠

• ⁠LinkedIn⁠ | ⁠Instagram⁠ | ⁠Facebook⁠

• Travis Ricciardo: ⁠@TRAVmoneyofmine⁠⁠

• Jonas Dorling: ⁠@JDmoneyofmine⁠⁠

• Email us Word on the Decline: [email protected]

……………

JOIN THE GROUP CHAT

• Step 1: Join the ⁠Money Miners Facebook Group⁠

• Step 2: Request access to the ⁠HOOTEROO chat⁠

……………

DISCLAIMER

All information in this podcast is for education andentertainment purposes only and is of general nature only.

Please ensure you read our ⁠full disclaimer⁠.

We’re sharing a chat today that we immensely enjoyedrecording.

Luca Giacovazzi and Joel Turco, who lead Andrew Forrest’s private mining business Wyloo, joined us in the studio to have a conversation on a wide range of experiences, ideas and perspectives.

We reflected on the decision to spend ~$1B buying nickel assets, becoming the 60% owner of the Yangibana rare earth project as well as 20% of Neo Performance Materials, taking a big stake in Greatland Gold when people wouldn’t touch it plus the failed “fill-or-kill” raid on Regis Resources, to touch on just a few of the themes we covered.

Additionally, we brought back the spicy under-rated vs over-rated debate.

……………

TIMESTAMPS

00:00 Preview

02:24 Luca & Joel on Mom

03:02 Reflecting on adventures in nickel

12:50 Indo + battery shifts

18:36 Making $500m+ in Greatland

35:29 Regis Resources: What could’ve been?

41:21 Yangibana + Neo: A rare earth supply chain?

56:15 How Australia can stay ahead

01:02:28 Is infrastructure the right approach?

01:09:46 Will Big Super buy mines

01:16:30 Getting introspective

01:16:30 Getting introspective

01:19:20 Green premiums

01:24:37 Mines of the future

01:28:54 A Wyloo IPO?

01:33:02 Under-rated vs Over-rated

……………

Join 12k+ subscribers to the ⁠Director’s Special⁠:one daily email with all the news that matters in mining

……………

PARTNERS

Thank you to the mining services businesses that make thiscontent possible:

·       ⁠Grounded⁠ - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: [email protected]

·       ⁠Sandvik Ground Support⁠ – The only ground supportyou’ll ever need ·      CrossBoundary Energy⁠ – Independent powerproducer for the global mining industry | [email protected] +61 466 184 943

……………

FOLLOW & CONNECT

• YouTube: ⁠@MoneyofMine⁠

• Twitter / X: ⁠@moneyofminepod⁠

• ⁠LinkedIn ⁠| ⁠Instagram⁠ | ⁠Facebook⁠

• Travis Ricciardo: ⁠@TRAVmoneyofmine⁠⁠

• Jonas Dorling: ⁠@JDmoneyofmine⁠⁠

• Email us Word on the Decline: [email protected]

……………

JOIN THE GROUP CHAT

• Step 1: Join the ⁠Money Miners Facebook Group⁠

• Step 2: Request access to the ⁠HOOTEROO chat⁠

……………

DISCLAIMER

All information in this podcast is for education andentertainment purposes only and is of general nature only. Please ensure you read our ⁠full disclaimer⁠.

We’ve got the pleasure of sharing a conversation with David Sparks — an investor in the natural resources world with experience at some of the world’s biggest hedge funds, including the famed multi-strat firm Millennium, as well as BBT and Exodus Point.

In this episode, we unpack why investing in mining from a pod shop is often a flawed strategy, how these firms came to dominate the market, and what it actually means when a pod “blows up.”

David also shares his picks for the most impressive management teams in global mining and plenty more along the way.

We hope you enjoy this one as much as we did. 

……………

TIMESTAMPS

00:00 Introduction

02:09 David Sparks on MoM

07:55 Being Market Neutral

09:58 Why the model doesn’t work in mining

13:40 The Volatility

16:07 Reflecting on multi strategy funds

19:02 The worst way to invest in mining

23:55 Shorting

27:20 The “lack of risk”

30:40 Access to management

32:00 Deploying capital in an unconstrained world

34:40 Are mining stocks more inefficient?

36:40 Cheap stocks

……………

Join 12k+ subscribers to the ⁠Director’s Special⁠: one daily email with all the news that matters in mining

……………

PARTNERS

Thank you to the mining services businesses that make thiscontent possible:

·       ⁠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

·       ⁠Cross Boundary Energy⁠ – Independent power producer for the global mining industry | [email protected] +61 466 184 943

……………

FOLLOW & CONNECT

• YouTube: ⁠@MoneyofMine⁠

• Twitter / X: ⁠@moneyofminepod⁠

• ⁠LinkedIn⁠ | ⁠Instagram⁠ | ⁠Facebook⁠

• Travis Ricciardo: ⁠@TRAVmoneyofmine⁠⁠

• Jonas Dorling: ⁠@JDmoneyofmine⁠⁠

• Email us Word on the Decline: [email protected]

……………

JOIN THE GROUP CHAT

• Step 1: Join the ⁠MoneyMiners Facebook Group⁠

• Step 2: Request access to the ⁠HOOTEROO chat⁠

……………

DISCLAIMER

All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our ⁠full disclaimer⁠.

We went a bit rogue today with a completely different dailyepisode style.

Financial markets, mining and commodities are at a fascinating inflection point, and we wanted to hear what some of the smartest people in markets are thinking. So we called them.

This episode is packed with thoughts and ruminationsfrom Russell “Rusty” Delroy, Dan Porter and Tom Woolrych, who opened up on global macro, hunting for value, coal markets, and a bunch of explorers looking for the next big find.

.……………

TIMESTAMPS

(00:00) Improvising a show

(01:42) Phonecall #1 - Rusty

(20:17) Phonecall #2 - Dan Porter

(24:52) Phonecall #3- Hedley Widdup

(25:09) Phonecall #4- Tom Woolrych

……………

Join 12k+ subscribers to the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Director’s Special⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: one daily email with all the news that matters in mining

……………

PARTNERS

Thank you to the mining services businesses that make this content possible:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mineral Mining Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ – Your preferred mining contractor - 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 relevant

 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cross Boundary Energy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ – Independent power producer for the global mining industry | [email protected] +61 466 184 943

……………

FOLLOW & CONNECT

• YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@MoneyofMine⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

• Twitter / X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@moneyofminepod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

• ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

• Travis Ricciardo: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@TRAVmoneyofmine⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

• Jonas Dorling: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@JDmoneyofmine⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

• Email us Word on the Decline: [email protected]

……………

JOIN THE GROUP CHAT

• Step 1: Join the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Money Miners Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

• Step 2: Request access to the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HOOTEROO chat⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

……………

DISCLAIMER

All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠full disclaimer⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

We mix things up today with a daily show and interview allin one as we’re joined by Hank Ruehl, who is a natural resource investor through the fund he founded, Sierra Morena Capital.

We dive into the latest escalations in the Rack Attack, withKinterra and CAML falling over for New World, before heading up to Sudbury to take a look at Magna Mining, which has consolidated some forgotten mines.

Next, we unpack the highly dramatic fight for an outcome atTNR Gold, which sits on 2 great royalties. To wrap things up, we peel back the curtain on IperionX, the titanium producer play which is gathering steam in America.

You can connect with Hank Ruehl on Twitter: @HankRuehl

.……………

TIMESTAMPS

(00:00) Introduction

(03:03) The Rack Attack - Update

(07:17) Competitive tension for US assets

(09:35) Value in Magna Mining

(16:56) The draw of restart plays

(19:20) Twitter activism to unlock TNR Gold’s value

(33:38) IperionX – the West’s new titanium champion?

……………

Join 12k+ subscribers to the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Director’s Special⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: one daily email with all the news that matters in mining

……………

PARTNERS

Thank you to the mining services businesses that make this content possible:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mineral Mining Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ – Your preferred mining contractor - 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 relevant

 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠K-Drill⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ – Safe, reliable, and productive surface RC drilling | Ryan O'Sullivan: [email protected] +61 427 783 190

 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cross Boundary Energy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ – Independent power producer for the global mining industry | [email protected] +61 466 184 943

……………

FOLLOW & CONNECT

• YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@MoneyofMine⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

• Twitter / X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@moneyofminepod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

• ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

• Travis Ricciardo: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@TRAVmoneyofmine⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

• Jonas Dorling: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@JDmoneyofmine⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

• Email us Word on the Decline: [email protected]

……………

JOIN THE GROUP CHAT

• Step 1: Join the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Money Miners Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

• Step 2: Request access to the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HOOTEROO chat⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

……………

DISCLAIMER

All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠full disclaimer⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

To kick things off today we pick apart Paladin’s announcement that CEO Ian Purdy will step down and look at what the future could hold for the uranium miner.

We then venture to West Africa where Predictive shared their DFS numbers on the Bankan project, leading us to speculate who will make an approach for the developer.

Rounding off, we discuss the news that Astron & EnergyFuels received regulatory approvals in Victoria of all places as well as the announcement that Wildcat will embark on a share buyback.

.……………

TIMESTAMPS

(00:00) Introduction

(03:23) Is PDN’s leadership change cause for concern

(13:36) What does the future hold for takeover target PDI

(25:13) Should gold miners be doing M&A now?

(29:37) Astron get the all clear… in Victoria!

(31:09) A lithium developer does a share buyback

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