A quick wrap up for the week as we rapid fire run through the five most interesting deals of the week. 

Plus we can't let the late quarterly reporters get away without our signature Name and Shame segment.

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Chapters:

(0:00) Introduction

(2:13) The top 5 deals of the week

(11:16) Name and Shame ASX Late Reporters 

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 Brisbane, 20 - 22 May, 2025

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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

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

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

[email protected] - +61 466 184 943  

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In today’s show we had the pleasure of chatting with junior mining specialist John Forwood.

John is a wealth of knowledge when it comes to the explorers, so we picked his brain on interesting commodities, where pockets of value are, what he think deserves more attention and how he think M&A has evolved in parts of the market.

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Brisbane, 20 - 22 May, 2025

Thank you to our Partners:

Mineral Mining Services – Your preferred mining contractor

https://www.mineralminingservices.com.au/join-us/ - 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

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

[email protected] - +61 466 184 943  

Money of Mine on YouTube, Twitter

(0:00:00)Introduction

(0:01:38)Current volatility

(0:05:21)Investing in exploration

(0:10:45)Countercyclical plays

(0:12:00)Astral & Medallion

(0:14:39)Ramelius

(0:15:43)Predictive Discovery

(0:20:20)Montage picking up stakes

(0:24:05)Which golds haven't ripped

(0:26:35)TSX companies listing on ASX

(0:29:23)Mt Isa potential

(0:31:42)Koonenberry 

(0:33:33)Nexus Minerals

(0:35:04)Trucking dirt

(0:39:38)New World Resources

(0:42:35)Silver

We’re in the thick of quarterlies now, so we plucked out 2 of the most fascinating stories to chat about.

First up we dived into MinRes, who saw their stock rocket 15%+ on the back of their release.

And for our second story, we peeled back the layers at Emerald Resources, looking at the opportunities that lie ahead for the miner with 2 growth projects.

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Chapters:

(0:00:00)Introduction

(0:02:22)MinRes ease fears, for now

(0:31:35)Why the bad quarter at Emerald

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Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. 

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

https://www.mineralminingservices.com.au/join-us/ - 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

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

[email protected] - +61 466 184 943  

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We start the week with a bit of shareholder activism, as Datt Capital launched a 249D to make some board changes at gold exploration bolter Koonenberry.

Our second story for the day is a gold Merger of Equals, with Alkane and Canadian listed Mandalay Resources tying the knot, to create a $1B gold producer.

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 Brisbane, 20 - 22 May, 2025

Thank you to our Partners:

Mineral Mining Services – Your preferred mining contractor

https://www.mineralminingservices.com.au/join-us/ - 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

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

[email protected] - +61 466 184 943  

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(0:00:00)Intro

(0:02:09)Datt Capital vs Koonenberry

(0:20:55)Alkane & Mandalay tie the knot

Given all that’s transpired in markets lately, we felt overdue a discussion Perennial Value Management’s Sam Berridge.

As always, Sam shared his thorough and nuanced perspectives on a range of topics, starting with the macro environment and the implications for gold, the disparity between bullion and equities, learnings on management incentives, hedging risk in a volatile market and what other commodities are appealing to him, amongst many more subjects.

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

Non-members enter code MOMNM at checkout for $160 off your registration.

 Brisbane, 20 - 22 May, 2025

Thank you to our Partners:

Mineral Mining Services – Your preferred mining contractor

https://www.mineralminingservices.com.au/join-us/ - 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

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

[email protected] - +61 466 184 943 

(0:00:00)Intro

(0:02:30)Is the Macro scary?

(0:06:50)Risk management of Gold allocation

(0:14:15)Will Silver and Platinum see a tailwind?

(0:18:32)Are gold market darlings trading high?

(0:23:46)Ora Banda journey

(0:31:28)Value in small gold equities

(0:33:00)Did he tip into Bellevue raise?

(0:40:18)Outlook for everything other than Gold

(0:51:06)Will Simandou actually be the Pilbara killer?

(0:54:31)Uranium pop?

(0:59:17)Australian energy

Why this ‘Big Short’ billionaire bought a gold mine? Also, are Liontown slowly making it work? Along with Paladin’s rebound on quarterly pounds and Albanese’s announcement of a strategic minerals reserve.

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Brisbane, 20 - 22 May, 2025

Thank you to our Partners:

Mineral Mining Services – Your preferred mining contractor

https://www.mineralminingservices.com.au/join-us/ - 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

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

[email protected] - +61 466 184 943  

Buy Money of Mine MERCH

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(0:00:00)Intro

(0:01:18)Are Liontown slowly getting it right?

(0:18:32)Why this big name invest bought a gold mine

(0:36:22)Paladin rebound strongly on latest update

(0:43:44)What Australia's minerals reserve actually means

With gold rocketing, we start the show by running through interesting undeveloped Aussie gold projects flying under the radar.  

Next we move to MP Materials, which has been caught in the cross hairs of the trade war, followed by an ‘around the grounds’ chat of all the big news from the past couple days, including, Bellevue, WA1, Gorilla Gold, CZR, Strickland, Santana, Deep Yellow & De Grey. 

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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

https://www.mineralminingservices.com.au/join-us/ - 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

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

[email protected] - +61 466 184 943  

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(0:00:00)Intro

(0:03:19)Who’ll benefit most from gold mania?

(0:14:16)Is the MP Materials outlook as rosy as it seems

(0:24:21)What's happening around the grounds

Sam Broom, Investment Executive at Sprott, returns after his XMAS 2024 cameo. Sam loves looking at which sectors have been punished for a long time, anticipating when they are going to re-emerge. We talked precious metals (gold booming vs platinum struggling), Vanadium, Royalties and Mining in America.

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Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. 

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

Non-members enter code MOMNM at checkout for $160 off your registration.

 Brisbane, 20 - 22 May, 2025

Thank you to our Partners:

Mineral Mining Services – Your preferred mining contractor

https://www.mineralminingservices.com.au/join-us/ - 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

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

[email protected] - +61 466 184 943  

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

(0:02:44)Volatile start to 2025

(0:10:53)Precious metal bull market

(0:17:22)Long wait for Platinum

(0:22:22)Changing political regimes

(0:29:25)Vanadium interest

(0:33:55)Royalty plays

(0:40:00)Mining project in America

It had been far too long, so for this special episode, we invited back Joe “Mr Lithium” Lowry. We discussed Joe’s fantastic recent write-up on the evolution and geopolitical strategy at play in the lithium sector, what the West can do going forward, the winners from recent M&A, the lithium markets sentiment, and finally, in a turning of the tables, Joe fires a few questions at us.

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

Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. 

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

Non-members enter code MOMNM at checkout for $160 off your registration.

 Brisbane, 20 - 22 May, 2025

Thank you to our Partners:

Mineral Mining Services – Your preferred mining contractor

https://www.mineralminingservices.com.au/join-us/ - 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

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

[email protected] - +61 466 184 943  

(0:00:00)Introduction

(0:02:45)China & past 15-20yrs in Lithium

(0:21:45)Conversion capability

(0:29:52)Equities cratering

(0:46:40)Joe's Albemarle recommendations

(0:58:17)Joe's questions to the lads

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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Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Brisbane, 20 - 22 May, 2025

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

Non-members enter code MOMNM at checkout for $160 off your registration.

Thank you to our Partners:

Mineral Mining Services – Your preferred mining contractor

https://www.mineralminingservices.com.au/join-us/ - 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

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 - One stop shop for equipment & people

[email protected] – 1300 143 947

Black Diamond Drilling Services – Go-to drilling consumables supplier

[email protected] - +61 450 944 489

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

[email protected] - +61 466 184 943

(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 in gold mining