Money of Mine

We’re back.The majors saved some big news. Confirmed talks between Rio Tinto and Glencore got us chatting about what the merits of such an outrageous deal could be.Next up we touched on Ioneer’s upsized US$996m DoE loan to build Rhyolite Ridge in the states, and lastly we ran through every WA goldie who’s reported on the December quarterly, highlighting the highs and lows out there.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor [email protected] - 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 https://www.dsiunderground.com/contact 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 Daishsat – Geophysical survey experts [email protected] - +61 433 261 071 Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists [email protected] - +61 400 722 059 Get Wet Solutions – Setting the standard in water bladder tank technology  [email protected] - +61 475 627 569 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, LinkedIn & Instagram(0:00:00)Introduction(0:03:26)Does a Glencore - Rio Tinto make any sense?(0:27:23)Ioneer lock in HUGE funding(0:34:30)Gold quarterly highs & lows

Today’s episode is the 2024 finale, with a don of the industry, Peter Ker.Pete has covered the resources sector for the AFR for well over a decade, which makes him the perfect guest for a discussion covering the topics that have dominated the headlines over 2024, from BHP’s tilt at Anglo, to governance debates at the major miners as well as permitting controversies and government handouts in the rare earths space.A massive thank you to all the Money Miners out there who made 2024 a cracking year! Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor [email protected] - 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 https://www.dsiunderground.com/contact 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 Daishsat – Geophysical survey experts [email protected] - +61 433 261 071 Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists [email protected] - +61 400 722 059 Get Wet Solutions – Setting the standard in water bladder tank technology  [email protected] - +61 475 627 569 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, LinkedIn & Instagram(0:00:00)Introduction(0:01:20)2024 surprises(0:03:16)Twiggy back in focus(0:05:55)Rio's Lithium bet(0:15:22)Traditional owners and heritage issues(0:24:08)Envinronmental laws(0:31:04)Glencore's coal approach(0:35:14)Jabiluka and uranium(0:46:00)BHP in review(0:52:07)South32 potentially claiming some BHP spit-outs(0:56:32)Newmont(0:58:49)Competition for De Grey?(1:00:30)Big stock moves(1:05:11)The Iluka/Eneabba analogy(1:12:29)Out there predictions for 2025(1:22:52)Quickfire for 2025(1:28:50)Pete's mining rock band names

This episode is one of our favourites for the year, with fundies sharing their wisdom and insights on the year ahead.We learn about what these money managers think will do well, what to avoid and what nobody else is talking about for what’ll no doubt be a fascinating year.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor [email protected] - 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 https://www.dsiunderground.com/contact 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 Daishsat – Geophysical survey experts [email protected] - +61 433 261 071 Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists [email protected] - +61 400 722 059 Get Wet Solutions – Setting the standard in water bladder tank technology  [email protected] - +61 475 627 569 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, LinkedIn & Instagram(0:00:00)Introduction(0:01:26)John Forwood - Lowell(0:05:13)Emanuel Datt - Datt Capital(0:11:11)Hedley Widdup - Lion Selection(0:18:02)Kingsley Jones - Jevons Global(0:27:25)Warren Gilman - Queens Road(0:34:31)Warren Irwin - Rosseau(0:39:28)Dan Porter - Pure(0:44:09)Bentley Atteberry - MYST(0:48:43)Matthew Fist - Firetrail

As 2024 draws to a close, it’s the perfect time for fundies to pull out the crystal ball and tell us what they’re seeing.In part 1 of this 2025 predictions bonanza, we hear what’s going to be hot, and what’s not in the up coming year, plus some wisdom on quiet bolters to keep an eye on.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor [email protected] - 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 https://www.dsiunderground.com/contact 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 Daishsat – Geophysical survey experts [email protected] - +61 433 261 071 Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists [email protected] - +61 400 722 059 Get Wet Solutions – Setting the standard in water bladder tank technology  [email protected] - +61 475 627 569 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, LinkedIn & Instagram(0:00:00)Introduction(0:02:11)Sam Berridge - Perennial(0:06:54)Sam Broom - Sprott(0:13:26)Rick Squire - Acorn(0:20:51)Rusty Delroy - Nero(0:29:55)Anthony Kavanagh - Chester(0:38:40)Chris Judd - Cerutty(0:42:42)Dave Franklyn - Argonaut(0:45:58)Will Sandover - Baza