Life Of Mine
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The Aussie Mining Podcast, dedicated to helping everyone in the Resources Sector with a hilarious and diverse range of episodes.
Life Of Mine
13h ago
Our conversation with Will Thomson of Massif Capital covered plenty of ground including the art of short selling as well as specific company shorts, the change in sentiment around copper, the long & short of lithium, whether uranium is misunderstood, how Will structures Massif’s portfolio and his lessons from insurance and much more.
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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. Pleas ..read more
Life Of Mine
13h ago
Mining news is all go, with Albemarle (ALB.nyse) trying to grab the attention of the lithium market through an auction sale, leading to us yarning about the state of the lithium market.
The Battle of Sierra Rutile (SRX) has become one of the most fascinating stories we’ve covered with the emergence of a host of colourful characters today. Hastings' (HAS) search for capital led us to dive into their books, which make for tough reading, while on the more positive note Talisman (TLM) shared some intriguing mineralisation hits, which neighbours Kingston (KSN) no doubt welcomed as they too l ..read more
Life Of Mine
3d ago
We start todays show with the most eye-catching story, the unfortunate announcement that 29M have suspended operations and are back to square one at Capricorn Copper.
Following on with the Copper theme, we discussed the eye-catching rumours that Copper treatment charges have dipped negative, as well as Abu Dhabi’s largest company looking to hijack a Copper mine sale in Zambia.
Next, we delved into Minerals Sands struggler Strandline (STA) then onto copper hopeful Firefly (FFM) who’re raising a chunky $52m.
We round off the day with a couple colourful stories on Nova Minera ..read more
Life Of Mine
3d ago
Pilbara Minerals (PLS) kick starts the show by finally sharing more on its downstream plans while Genesis (GMD) vied for our attention with the big 5-year strategy.
Brightstar (BTR) is tying the knot with unlisted Linden whilst raising capital and the Battle for Sierra Rutile (SRX) has taken some fascinating twists over recent days, as well as Leo Lithium (LLL) giving long suffering shareholders an update & the OreCorp (ORR) board recommends Perseus’s (PRU) bid.
All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuat ..read more
Life Of Mine
1w ago
Money Miners, we’ve got the interview for all your battery metals questions
We had a conversation with Matt Fernley (founder of Battery Materials Review & Head of Research at Westbeck Capital) to talk about lithium cost curves, inventories, Chinese dominance, EV sales, the rise of plug-in hybrids, how governments impact the markets plus nickel, graphite, manganese, cobalt & more!
Read the Battery Materials Yearbook here
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 a ..read more
Life Of Mine
1w ago
We’ve got a big one Money Miners.
We started the show by dissecting a bearish report written on IGO, before discussing the latest news from Develop (DVP).
Next, we pulled apart Sierra Rutile (SRX) in one of the year’s most fascinating M&A stories, then moving to another M&A story that is drawing to a close, we spoke about the Battle for Nyanzaga (ORR, PRU, SVM.t).
Meteoric (MEI) & Australian Strategic Materials (ASM) both received non-binding hand outs from the US Export-Import Bank which was worth a chat, before we flew through announcements at Spartan (SPR), Calidu ..read more
Life Of Mine
1w ago
We ripped into the show with a chat on Bellevue’s (BGL) grade control drilling and asked the question – will they rattle the tin again?
Next, we delved into some intriguing posts by Develop (DVP) and Global Lithium (GL1) after MinRes’s announcement yesterday, then we talked copper with MAC & SFR getting a turn.
Australian Vanadium (AVL) also got a mention before we discussed what the potential ramifications of disruptions to South32’s (S32) Groote Eyslandt Manganese operation could be.
We rounded off discussing a leadership change & a prediction at Poseidon Nickel (POS).
All M ..read more
Life Of Mine
1w ago
We got the big man Rick Rule on to take the temperature on explorers, numerous commodities and where there’s value in the market.
Our conversation covered some of the nuances in the uranium market, whether lithium is hated enough yet, his thoughts on gold & gold companies, why raising capital is harder in North America vs Australia for resource plays, whether platinum group metals are attractive, what’s going on in nickel and plenty more.
All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are ..read more
Life Of Mine
1w ago
This is a bonus episode today Money Miners. Matty managed to come into the studio early on his birthday for it too. It's juicy - Tribeca has gone activist on Glencore and Ben Cleary has dialled in.
Ben is portfolio manager of the natural resources fund at Tribeca Investment Partners and outlines why they’ve launched an activist campaign on mining & trading giant Glencore (GLEN).
He pulls apart the thesis, centred on not demerging any assets, listing on the ASX, revitalising capital returns via dividends & selling a minority stake in the trading unit.
All Money of Mine ep ..read more
Life Of Mine
2w ago
We’ve got a big one Money Miners.
First up, Liontown’s (LTR) funding commitment as well as Pilbara’s (PLS) pre-auction sale.
Next, we touch on Arafura’s (ARU) big funding announcement, the weather events hitting goldies including Gold Road (GOR) & Westgold (WGX) then onto the latest piece of shareholder activism in mining, Tribeca (and partners) talking up change at Glencore (GLEN).
We then discuss the trend of exploration targets being shared by explorers, the latest moves in the copper market & we wrap up with another Syrah (SYR) capital raise.
All Money of Mine episodes ar ..read more