Money of Mine

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

We get into the weeds on Rio Tinto’s huge A$15b bet on lithium, picking over all the ins and outs, before discussing the best and worst performing commodities and miners.Next up we each get a performance review of our contributions over the past year, before rounding up with some predictions for the year to come.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(0:02:09)Rio's big bet on lithium(0:25:11)The best/worst commods of '24(0:42:00)Money of Mine performance reviews(0:51:01)2025 predictions

Today’s interview is with popular former guest and geo-alpha wiz Tom Woolrych.Following Sumitomo’s juicy transaction over Winu and other copper deals, we were intrigued by what other undeveloped plays are out there that we should be watching. Tom shared his geology knowledge as we talked through a shortlist of 16 names of interest to investors out there.Sign-up for the Director’s Special Chapters:(0:00:00) Introduction(0:02:23) Tom Woolrych back on MoM(0:05:26) NGEx Minerals (NGEX.TSX)(0:17:47) Solaris (SLS.TSX)(0:23:24) FireFly (FFM.ASX)(0:30:10) Marimaca (MARI.TSX)(0:34:13) Entrée (ETG.TSX)(0:39:08) SolGold (SOLG.LSE)(0:43:09) Aldebaran (ALDE.TSXV)(0:48:39) Regulus (REG.TSXV)(0:52:04) Hercules (BIG.TSXV)(1:02:16) American Eagle (AE.TSXV)(1:11:58) Caravel (CVV.ASX)(1:15:33) Hot Chili (HCH.ASX)(1:18:33) Havilah (HAV.ASX)(1:20:45) Cyprium (CYM.ASX)(1:23:53) Arras (ARK.TSXV)(1:29:19) Rugby (RUG.TSXV)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

Jennifer Hewett is a national affairs writer for the AFR, with a wealth of experience across energy, economics and politics.This fascinating conversation covered everything from the role our energy policy will play not just in the coming election, but in coming decade, whether mining’s significance is appreciated across Australia, if Australia will get caught in the crosshairs of US-China trade wars, whether we can learn from industrial policy overseas and a whole lot more. 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(0:02:30)Jennifer Hewett from the AFR(0:04:13)Energy policy(0:08:54)Nationalising energy(0:10:29)Coal royalties(0:13:18)Regis Mcphillamys(0:16:54)Nuclear energy review(0:18:50)Eneabba(0:21:34)China independence(0:26:18)Pilbara energy infrastructure(0:29:36)Twiggy and energy(0:33:32)East state energy crisis(0:37:08)Jenni's frustrations(0:47:09)Trump and China(0:54:40)Inflation Reduction Act(0:58:11)Jenni's crystal ball