The Money of Mine team had a blast digging into 3 peculiar stories today – a junior mining company doing a share buyback, the wide world of vanadium and the old Nifty mine.

But, before we tucked into these stories, we had to share with the Money Miners a piece of poetry that was written for us. We can assure you that this one is well worth a listen.

On recent episodes we’ve covered some pretty curious corporate behaviour, and European Lithium (EUR.asx) was worthy of discussion by being one of the rare ASX-juniors that have bought back its own stock.

Matty then delved into Neometals’ (NMT.asx) offtake agreement, and naturally that led to us having a dive into the entire vanadium market. This included looking at both Australian Vanadium (AVL.asx) and Technology Metals (TMT.asx) projects.

To round off the show, we shared our thoughts on both of Cyprium’s (CYM.asx) recent financing rounds as they look to restart the old Nifty copper mine.

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.

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Chatpers:

(0:15) Intro

(0:42) THE POEM

(4:37) European Lithium poor corporate governance

(11:56) Neometals offtake with Glencore

(15:47) World of Vanadium (incl. history of Windimurra)

(38:46) Cyprium planning to restart Nifty

The Money of Mine team start the week by reflecting on learning that Australia’s opposition leader, Peter Dutton, is a keen listener of the show, as indicated by his comments on the need for nuclear just a day after our uranium deep dive.

We then look at Black Cat Syndicate (BC8.asx), a company we’ve previously peeled back the layers on before looking into a change of leadership at Kin Mining (KIN.asx). We next examine the positive news out of Panoramic (PAN.asx), that they’ve managed to get operations going again.

We reserve our lengthier discussions for manganese play Element 25 (E25.asx), who are looking at going downstream in the USA, and St Barbara (SBM.asx), who after all the headlines and poor performance, appear (on paper at least) to be worth studying as a value play.

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.

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Chapters:

(0:00) Preview

(0:36) Intro

(2:25) Peter Dutton watches Money of Mine

(4:03) Black Cat releases Restart Study

(11:07) Kin makes leadership change

(12:30) Panoramic gets their filter press

(15:22) E25 to seize the manganese opportunity?

(32:10) Is St Barbara a value opportunity or trap?

In this Friday Spectacular we have a bit of fun. Aeris (AIS.asx) have pulled guidance with some seismic activity unpacked by mining mogul Matt Michael. Regis (RRL.asx) have a record year and Matty drops some Word on the Decline.

We also have a chat about the short seller report that emerged on Patriot Battery Metals (PMT.asx) last night – they even mentioned Money of Mine. To wrap up, Trav goes through the Top Tweets of the Week with credit to @respeculator @DznBkr @churgersasx and @_thegrainbill for their standout tweets.

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.

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

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Chapters:

(0:00) Preview

(0:19) Introduction

(3:11) Aeris Withdraws Guidance

(9:48) Regis with Record Quarterly Production

(16:27) Patriot Short Report

(23:10) Top Tweets of the Week

Today we venture into the Uranium world!

It’s territory we haven’t gotten too deep into before but with spot uranium breaking into local highs and some pro-nuclear policy changes happening around the globe, we think it’s about time we do a deep dive on the sector.

We take a look at the market dynamics at play and what it all means for the ASX Uranium stocks, namely, Paladin (PDN.asx), Boss Energy (BOE.asx), Lotus (LOT.asx), Peninsula (PEN.asx) and Bannerman (BMN.asx).

We welcome the Uranium experts to come on a subsequent show and elaborate on the market dynamics at play that aren’t so apparent to the naked eye.

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.

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

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Chapters:

(0:00) Preview

(0:36) Introduction

(3:49) Sweden’s Nuclear Policy Change

(8:04) What Other Countries Are Doing Globally

(14:18) Australia’s Stance On Nuclear

(15:59) Uranium Supply and Demand Dynamics

(22:33) Bulls and Bears in the Uranium Market

(27:53) ASX Uranium Stocks

(36:02) Wrap-Up

Westgold bow out of the battle for Musgrave and Wayne comes on the show to answer the questions from the Money Miners. We speculate on what might be next for them in their M&A endeavors. Gascoyne has changed its name and we wonder why Red 5’s share price tanks on good news. Wyloo finally get their hands on Mincor and Bellevue comes out with a tolling agreement with Genesis before production really kicks off.

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.

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Today we had the opportunity to delve into the current state of commodity markets with Terra Capital portfolio manager Mathew Langsford.

Our discussion covered plenty of ground from the valuation differentials between the ASX and TSX, where Terra is seeing value, what it will take to turn the buy over build mindset plus how running a natural resource focused fund compares with 10 years ago.

We had a great time speaking with Matt and hope the Money Miners enjoy the chat!

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.

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The new financial year is here with a bang!

We’ve got plenty of deals to talk about, starting with Develop (DVP.asx) lobbing an all-scrip bid for lithium player Essentials Metals (ESS.asx).

Matty then unpacked Genesis Minerals (GMD.asx) reserve statement following the completion of their purchase of the Leonora Gold Project.

We rounded out the episode on some more exciting M&A, with Ramelius (RMS.asx) coming over the top of Westgold (WGX.asx) to agree a takeover deal for Musgrave (MGV.asx)!

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.

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We’ve got another fundie interview for the Money Miners today. We had the pleasure of speaking with Karim Nasr, CEO of La Mancha Resource Capital LLP. He was joined by Technical Director, Graham Crew, who is a fellow Money Miner himself. We cover a lot of territory about this giant fund in the industry that most people in Australia don’t know much about at all.

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.

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The Money of Mine team is back together in the studio again and humming! We start today’s chat with the WA government’s announcement that the heritage laws proposed to be implemented come July 1, 2023, have been pushed back for 12 months.

Then, we update the Money Miners on the announcement from Panoramic (PAN.asx) regarding their previously flagged processing plant issues before cracking open MacMahon’s (MAH.asx) last-minute guidance update. We then try to interpret what we can as to the goings-on at the Port of Geraldton, in particular as it relates to Fenix (FEX.asx), Mt Gibson (MGX.asx), and other interested parties.

Our longer chat is reserved for West African Resources (WAF.asx), the Burkina Faso gold miner, who updated their shareholders with the news that they’d secured US$265m in financing for the construction of the Kiaka gold project. We peered into the financing details, their discounted shares, and a bit of speculation!

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.

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

Follow Money of Mine on YouTube

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Chapters:

(0:00) Preview

(0:36) Intro

(2:52) WA Heritage Laws

(7:41 )WA1 Grow Luni

(12:52) Panoramic processing headaches

(18:05) MacMahon’s last-minute guidance update

(20:08) The in-demand Port of Geraldton, Fenix & Mt Gibson (& Lithium?)

(25:13) WAF going big on Kiaka

(37:14) Outro