Money of Mine

Chris Ellison pulled one of his “levers” and announced the much-anticipated sale of 49% of the haul road. We look at the players that could reap the rewards for the new road.

Matty got us up-to-date on all the big rumblings in the uranium world, then we chatted through the life and recent struggles of Sheffield Resources (SFX).

Novelis ditched their BIG IPO plans which had us raising an eyebrow and lastly we chatt...

This is a juicy episode. We decided to chat through all the companies that have something bubbling away that could rise to the surface soon.

We run through it by commodity, chatting our way through energy (including uranium), gold, lithium, iron ore, mineral sands, rare earths, copper and met coal.

Too many companies to mention came up! 

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On our voyage to Sydney, we sat down with Darko Kuzmanovic (Janus Henderson) and Matt Fist (Firetrail), alongside Livewire’s James Marley, to pick the brains of these resource investors.

This video is part 2 of the interview, with part 1 posted on Livewire’s channel last Friday (link below).

While part 1 covered resource investing fundamentals, lithium (IGO, PMT, PLS) and copper, part 2 dives further into copper, ...

JD sat down with Roscoe Widdup, founder of Triple Eight (T8) Capital for a deep dive into Roscoe’s view on markets. T8 run a Clean Energy Fund as well as a Gold Fund, which formed the foundational of all the different themes and companies discussed. Roscoe shared what he looks for in companies, what the last 5 years has been like in the volatile space, why gold bullion is the best perform asset of the past years and a heap more. 

There’s some BIG stories to chat about today.

We go deep on all things Murchison with the drama that has unfolded between Westgold (WGX) and Ramelius (RMS), not to mention Karora, Ora (OAU), Great Boulder (GBR), Meeka (MEK), Monument (TSX-listed) and Rumble (RTR).

Then we jump into the break-up of BHP and Anglo and what the fall means, plus the theory that this was the plan all along.

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As a bonus episode, we’ve got a fascinating chat with Tshepo Magagane to share on all things BHP-Anglo.

Tshepo is a South African former investment banker, with extensive experience on African mining transactions and investments. 

He’s been posting some unique thoughts regarding the ongoing negotiations, with punchy views, that we’re excited to tap into and share. 

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There was only ever going to be one starting point today, Boss Energy. We share our thoughts on the decision of three directors to off-load substantial amounts of their stock, before jumping into the BHP-Anglo deal as the deadline looms. We wrapped up with further thoughts on Firefinch as the company gave a market update following their walking away from the Morila gold mine.  

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We’ve got 4 juicy stories to start the week off.

First up we get right into Adriatic Metals, who launched a US$50m capital raise, their 3rd since being “fully funded”.

Next, we went over to PNG to check in on St Barbara, after a disappointing Simberi update, then we picked through the Metals Acquisition Corp and Polymetals deal.

Lastly, we couldn’t help but discuss the news that the perennial disappoint F...

We had the pleasure of sitting down with Sean Russo for an in-person chat about all the trends in mine financing and hedging.

Sean is a wealth of knowledge on how gold miners get their operations going (from a financial perspective), the history of how companies have got in & avoided financial trouble and what he’s seeing right now at certain miners that is a cause for concern. 

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Our intern Matt “Hobbsy” Hobbs has gone deep into the asset almost at the centre of the biggest mining M&A deal of the decade – Woodsmith. If you haven’t heard of it, we don’t blame you. This is a giant mining project currently under construction in the UK and it has been a giant plague within Anglo American’s portfolio.

Hobbsy unpacks the colourful history of the project and evaluates its prospects here in 2024. Spoil...

We had the delight of sitting down with Terra Capital’s Dylan Kelly (DK) to chat about some big resource investing topics.

On the agenda:

-          The new bull market in gold (and why miner’s valuations are still cheap)

-          The role of quants and central banks in this bull market

-          Copper: Physical premiums and why copper theft is a good proxy for scrap supply

-        ...

We ripped straight into the big one today, dissecting what the US ban on Russian enriched uranium means for the market.

Next up was a deep dive into AlphaHPA (A4N), who had a huge day announcing their DFS, FID and financing, before we picked over Patriot Battery Metals (PMT) capital raise.

Lastly, we got the run down on Metals X’s (MLX) AGM.

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We had the great opportunity to sit down with Todd Warren, investor and partner at Tribeca Investment Partners.

Our conversation was super wide ranging, covering topics such as changes in the decarbonisation thematic, demand for hybrid vehicles, resource nationalism, the volatile nickel market, the big BHP - Anglo deal, the case for uranium, the Energy Fuels - Base Resources deal, the lithium market and lots more.

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This one’s all about the BHP-Anglo deal.

We set the scene, then give an overview of what’s happened over the past few days. Next we step through Anglo’s strategy, sharing our thoughts go what’s being kept and what’s going, before diving into BHP’s retaliation, and lastly, where does it go from here.

The termination of Patriot Battery Metals (PMT) and Albemarle (ALB.nyse) MoU to go downstream was also worthy of a c...

We’ve got a great interview to share with Ben Bailey of risk arb fund Harvest Lane.

This one is all about the deals, the bread and butter of Harvest Lane, and we cover plenty, including the takeover of Azure (AZS)/Gina/SQM, Tietto (TIE), Sierra Rutile (SRX), offshore oil play FAR, Base (BSE) and Energy Fuels (UUUU.ny), Red 5 & Silver Lake (SLR), cotton target Namoi (NAM), , and more.

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We’ve got some fascinating stories to chat about, starting with the shocking fraud news out of Canada from Red Pine Exploration (RPX.v).

Next, we share our thoughts on the bizarre decision for NexGen (NXG) to sign a con note to go and buy physical uranium, then it’s off to Africa for the latest at AVZ Minerals (AVZ), Leo Lithium (LLL) and Firefinch (FFX).

Our penultimate story is on the prospect that Gold Road (GO...

Our guest today is Gabriel Radzyminski, founder of activist hedge fund Sandon Capital.

Gabriel outlined the state of activist investing in Australia and why he started the fund, how he picks opportunities, his recently announced campaign at Karoon Energy, his history with Iluka and much more. 

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Chapters:
(0:00:00)Introduction
(0:01:05)Why start an activist fund
(0:03:57)Warren Buffet...

We’ve got a cracking chat with Rene Sterk to share today. Rene is a geologist who is busy on many fronts, with a passion for the industry that can be felt. We discussed how and why JORC is changing, how things differ from overseas to Australia, the tricks to look out for in reporting and plenty more.

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We had Roger Baxter come on the show to chat all things PGM’s. Plenty of ground was covered from the current supply-demand set up, what the state of South African operations are, how a rapid adoption of hybrid vehicles will impact and market what role recycling will play going forward.

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