Money of Mine Mineral Media

We have a treat for the tin barons – a two-in-one special all on tin!

Mark Thompson and Hadley Natus joined us in to separate conversation to give the lay of the land on the tin bull thesis, how demand and supply and playing into current price movements, why there’s a distinct difference between metal and concentrate pricing, how Indonesia and Myanmar impact the market and heaps more.

Sign-up for the Director’s Special


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

The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.


MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.


MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.


Thank you to our Partners:


VRIFY – Communicate in 3D

grant@vrify.com


GetWet Solutions – Innovative bladder tanks for mobile water storage

Matt.hall@getwetsolutions.com.au


DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact


Silverstone – Energy solutions for your business


kenny@sstone.com.au


CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors


davidh@creinsurance.com.au


WA Water Bores – WA’s premier water well drilling company


James@wawaterbores.com.au


Brooks Airways – Perth’s leading charter flight operators


ops@brooksairways.com


K-Drill – Safe, reliable, and productive surface RC drilling


ryan@k-drill.com.au


Buy Money of Mine MERCH

(0:00:00)Introduction

(0:01:13)How the tin market got to today

(0:19:29)Myanmar + Indonesia's impact 

(0:29:21)Supply fragility 

(0:44:24)Hadley Natus on Money of Mine

(0:47:54)The supply-demand balance

(0:50:21)Understanding concentrate vs metal market

(0:53:47)The role of refining capacity 

(0:59:07)Thoughts on the Indonesia scandal 

(1:05:30)Tin vs copper

(1:12:23)Is there a Physical Tin Trust? Should there be?

(1:16:33)Will there be a new Myanmar? 

(1:18:08)Is Congolese supply at risk

Our guest today is David Finch, CEO of Ixios Asset Management. David recently shared a much-publicised tweet on the rules that the junior mining industry should abide by to help lift the sector out of its malaise. The post naturally clicked for us and was worthy of expanding on in greater detail.

Sign-up for the Director’s Special


All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
 
VRIFY – Communicate in 3D
grant@vrify.com
 
GetWet Solutions – Innovative bladder tanks for mobile water storage
Matt.hall@getwetsolutions.com.au
 
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
 
Silverstone – Energy solutions for your business
kenny@sstone.com.au
 
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
davidh@creinsurance.com.au
 
WA Water Bores – WA’s premier water well drilling company
James@wawaterbores.com.au
 
Brooks Airways – Perth’s leading charter flight operators
ops@brooksairways.com
 
K-Drill – Safe, reliable, and productive surface RC drilling 
ryan@k-drill.com.au


(0:00:00)David Finch on Money of Mine

(0:07:03)Don't whine about naked short selling

(0:08:59)Don't issue paper at a 30% discount + warrants

(0:15:10)Don't issue yourself a big chunk of capital at 0.0001c

(0:16:53)You know the company will need more capital at some stage 

(0:19:19)Don't put eight of your best golfing buddies on the board

(0:22:19)Don't jet round the world on the company dime

(0:24:28)Don't fill your desk with macro bullshit

(0:27:23)Don't have a slide comparing your company to others on market cap/oz

(0:28:52)Don't use phrases like 'bonanza grade'

(0:30:55)Spend at least 80% of the company's money advancing the project

(0:33:41)Make sure your business plan is adjusted to produce regular news flow 

(0:35:48)Don't use gold loans, pre-pays, convertibles or royalties in a pre-rev company

(0:38:53)If there's bad news - be upfront 

It’s name & shame time! We call out those companies who were a bit too lax in there quarterly reporting.


Then, a fascinating dive into manganese with Tony Gu of Datt Catipal, following the recent events at Groote Eylandt. 


We then chat about the bit for Lithium Energy’s Solaroz, Northern Star’s Jundee performance, news out of Austral and a check-in on Wesfarmers Covalent Lithium.


Sign-up for the Director’s Special


All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services license and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.  MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.


VRIFY – Communicate in 3D
grant@vrify.com


GetWet Solutions – Innovative bladder tanks for mobile water storage
Matt.hall@getwetsolutions.com.au


DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact


Silverstone – Energy solutions for your business
kenny@sstone.com.au


CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
davidh@creinsurance.com.au


WA Water Bores – WA’s premier water well drilling company
James@wawaterbores.com.au


Brooks Airways – Perth’s leading charter flight operators
ops@brooksairways.com


K-Drill – Safe, reliable, and productive surface RC drilling 
ryan@k-drill.com.au


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

(0:01:14)It's name & shame time!

(0:09:17)A manganese special with Tony Gu

(0:39:12)LEL attract a bid for Solaroz

(0:45:38)Is NST's Jundee declining?

(0:47:30)Administrators called at Austral

(0:49:01)Covalent Lithium ramping up

We spoke about IGO’s numbers, Sandfire’s hiccup, Azure’s FIRB approval, activism at Karoon, Ravensthorpe shutting down, Tietto’s board changing their mind, MAC’s CSA opaque reporting, Cyprium trying to turn around Nifty and Aeris’ copper torque.


Sign-up for the Director’s Special


All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
 
VRIFY – Communicate in 3D
grant@vrify.com
 
GetWet Solutions – Bladder tanks for mobile water storage
Matt.hall@getwetsolutions.com.au
 
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
 
Silverstone – Energy solutions for Mining
kenny@sstone.com.au
 
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + more
seamus@anytimees.com
 
WA Water Bores – WA’s premier water well drilling company
James@wawaterbores.com.au
 
Brooks Airways – Perth’s leading flight operator
ops@brooksairways.com
 
K-Drill – Exploration Drilling legends 
ryan@k-drill.com.au
 
(0:00:00)Introduction

(0:01:38)Did IGO improve?

(0:07:15)Sandfire's paste problems

(0:08:27)Ravensthorpe Nickel shutting down

(0:10:26)Azure FIRB approval

(0:11:48)Tietto's change of heart

(0:15:07)Karoon activism

(0:20:43)MAC's opaque reporting

(0:32:08)Will Nifty work?

(0:39:14)Aeris - Copper torque

We start with the latest BHP-Anglo, then check in on Liontown’s (LTR) update.


It’s off to Sierra Leone next for the latest twists and turns in the Fumble in the Jungle (SRX), and onto Boss Energy’s (BOE) opaque management departures and lastly, Ardea (ARL) who pulled in a big cheque to run a DFS for their Kalgoorlie Nickel Project.


Sign-up for the Director’s Special


All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.


VRIFY – Communicate in 3D - grant@vrify.com


GetWet Solutions – Innovative bladder tanks for mobile water storage - Matt.hall@getwetsolutions.com.au


DSI Underground – Ground support gurus - https://www.dsiunderground.com/contact


Silverstone – Energy solutions for your business - kenny@sstone.com.au


Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + more - seamus@anytimees.com


WA Water Bores – WA’s premier water well drilling company - James@wawaterbores.com.au


Brooks Airways – Perth’s leading charter flight operators - ops@brooksairways.com


K-Drill – Safe, reliable, and productive surface RC drilling - ryan@k-drill.com.au

(0:00:00)Intro

(0:01:20)How will BHP-Anglo play out?

(0:28:46)Will Liontown get through construction?

(0:34:32)Big twists in the Fumble in the Jungle (Sierra Rutile)

(0:38:40)Why has Boss Energy's CFO left?

(0:43:54)Ardea lock in Japanese consortiums for DFS

BHP eye off Anglo American. Wow.


We also got round to chatting about Chalice’s (CHN) bizarre buying in Encounter (ENR) stock, Lynas’s (LYC) cost blowout at Kalgoorlie, Metals X’s (MLX) disappointing quarter of production and Equinox (EQX.nyse) scooping up the other 40%-stake in the big Greenstone mine.  


Sign-up for the Director’s Special


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


The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.


MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. 


MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.


VRIFY – Communicate in 3D
grant@vrify.com
 
GetWet Solutions – Innovative bladder tanks for mobile water storage
Matt.hall@getwetsolutions.com.au
 
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
 
Silverstone – Energy solutions for your business
kenny@sstone.com.au
 
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + more
seamus@anytimees.com
 
WA Water Bores – WA’s premier water well drilling company
James@wawaterbores.com.au
 
Brooks Airways – Perth’s leading charter flight operators
ops@brooksairways.com
 
K-Drill – Safe, reliable, and productive surface RC drilling 
ryan@k-drill.com.au

(0:00:00)Introduction

(0:02:00)BHP eye off BIG swing for Anglo

(0:36:55)Chalice pop up on Encounter's register

(0:40:40)Lynas' up Kaloorglie capex… again

(0:43:32)Metals X disappoint the barrons 

(0:46:03)Equinox pay US$1b for Greenstone remainder