Money of Mine

• Is this the final reset for Bellevue?

  There’s only one story to chat about today… Bellevue.We go into the ins & outs of the new mine plan, the capital raise, the prospects of a takeover and a whole heap more.Sign-up for the Director’s SpecialPlease read our Privacy Policy and Disclaimer hereDiscounted 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 contractorhttps://www.mineralminingservices.com.au/join-us/ - 1300 546 117Grounded - Infrastructure for remote mining and civil projects Australia widePaul Natoli - [email protected] Ground Support – The only ground support you’ll ever needhttp://www.rocktechnology.sandvik/groundsupportCRE Insurance – Insurance Brokers for the Construction, Resources and Energy [email protected] - +61 2 9493 6100K-Drill – Safe, reliable, and productive surface RC [email protected] - +61 416 015 876WA Water Bores – WA’s premier water well drilling [email protected] - +61 429 695 538Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy [email protected] - +61 8 9373 1140KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown [email protected] – 1300 143 947Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining [email protected] - +61 450 944 489Cross Boundary Energy – Independent Power Producer for the global mining [email protected] - +61 466 184 943  (0:00:00) Bellevue news revealed(0:07:37) Capital raise(0:11:27) New mine plan(0:15:04) Back of the envelope cash flow(0:21:49) Hedge book(0:27:41 )Under strategic reviewJoin our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram or buy merch Please read our Privacy Policy and Disclaimer here

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  53:02
• Focusing on fundamentals amid volatility (Matt Fist of Firetrail)

  Matthew Fist, Portfolio Manager of the Firetrail Small Cap fund, breaks down how he’s making sense of markets, his preference to focus on bottom-up fundamentals in times of macro volatility, and how he’s positioning the fund across commodities, including detailed thoughts on a host of gold, copper, lithium and uranium miners. Sign-up for the Director’s SpecialChapters:(0:00) Introduction(3:01) How to feel about markets right now(11:58) Impact of a trade war?(15:45) Lithium reflections from China visit(19:23) Lithium exposure interest(22:58) GOLD bullishness(24:20) Genesis (GMD)(30:46) Greatland Gold (GGP)(34:54) PRU, WAF(36:23) Management and Balance sheet(40:27) Bellevue (BGL) and Spartan (SPR)(45:00) Gorilla Gold (GG8)(46:19) AIC Mines (A1M) and Sandfire (SFR)(49:23) Aurelia (AMI)(50:54) Cobar consolidation? (PEX)(52:24) Nexgen (NXG)(56:16) Boss (BOE) and Paladin (PDN)(59:12) Met coal and Whitehaven (WHC) Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Brisbane, 20 - 22 May, 2025Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members code MOMNM for $160 off your registration. Our PartnersBlack Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries [email protected] - +61 450 944 489 Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy [email protected] - +61 8 9373 1140Mineral 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 KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services aJoin our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram or buy merch Please read our Privacy Policy and Disclaimer here

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• Tin to the Moon: Paused – For now

  As global markets rocketed, tin got smashed on the back of the news that Alphamin would be making a staged restart of the Bisie mine.We then delved into the latest in the Gold Road – Gold Fields saga, with the target seemingly playing its part in the “takeover dance.”Finally, Minerals 260 has completed its acquisition of Bullabulling and received a $220m raise to boot.  Chapters:(0:00) Introduction(2:21) Alphamin is Back, Tin Down(17:04) Gold Road x Gold Fields Drama(37:04) MI6 trades with Bullabulling Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here 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 tim.taylor@crossboundaJoin our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram or buy merch Please read our Privacy Policy and Disclaimer here

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  39:24
• The Future of Mining with Alan Broome

  Today’s show is a great discussion with the vastly experienced Alan Broome.We looked at what the mines of the future will look like, where the low hanging fruit is in respect to innovation, how Australia can stay ahead of the curve, what it means for those working in the industry and a whole bunch more.This episode was made in partnership with Austmine's GRX Conference.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here 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 WA Water Bores – WA’s premier water well drilling company [email protected] - +61 429 695 538Quattro 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 [email protected] – 1300 143 947 K-Drill – Safe, reliable, and productive surface RC drilling [email protected] - +61 416 015 876 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, Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram or buy merch Please read our Privacy Policy and Disclaimer here

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  53:41
• Taking stock of the lithium sector with whiz kid Daniel Rau

  There are lots of unknowns in the ever-evolving lithium market: think supply, demand, geopolitics, technology and battery chemistry. Today, emerging young gun Daniel Rau joins us to discuss this. We explore the current market structure challenges, cost curve steepness, DLE technology, geopolitical forces and much more.You can read more of Daniel’s insights on his Twitter account: https://x.com/drauwsy  Sign-up for the Director’s Special Chapters:(00:00) Introduction(02:54) Supply and Demand Now(06:17) BESS Growth(24:36) Long-Term Supply and Demand(36:30) Chinese Influence on Lithium Market(42:30) Challenges for Western Lithium Companies(45:53) Unsettled Battery Technologies(52:07) Direct Lithium Extraction (DLE)(57:46) East vs. West: DLE(01:09:06) Challenges in the Supply ChainPlease read our Privacy Policy and Disclaimer here 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 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 947K-Drill – Safe, reliable, and productive surface RC [email protected] - +61 416 015 876 Black Diamond Drilling Services – Drilling consumables supplier fJoin our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram or buy merch Please read our Privacy Policy and Disclaimer here

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  1:22:02

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