Money of Mine

• The Quickest Way to Lose a Few Million Dollars

  We kick things off today with a walk through how someone managed incinerate a few million dollars in a matter of moments at BHP. Next up we tackled the lithium giant SQM and delved into trying to decipher where we’re at in the lithium cycle.Lastly, we chatted about the common trending of switching out your lithium assets for gold while looking at TG6’s acquisition.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode) 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 Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.  [email protected] - +61 8 6253 2310 Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy [email protected] - +61 8 9373 1140 Cross Boundary Energy – Independent Power Producer for the global mining industry [email protected] - +61 466 184 943   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(0:02:01)Fat finger disaster at BHP(0:10:39)Are we near the bottom for lithium stocks?(0:31:17)TG6 swap out lithium for gold

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  40:33
• Extracting value from overlooked mines (Vuslat Bayoglu Interview)

  We had the opportunity to sit down Vuslat Bayoglu, a man who knows more then most about running an African mining business.Vuslat leads Menar, a private mining & investment company, that has bought assets from Rio in the past and understands the intricacies of operator in a tough market. He gave us the 101 on the much-maligned SA power situation, how he assess the pros & cons of operating in Africa as well as how to extract value from overlooked projects.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode) 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 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 Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.  [email protected] - +61 8 6253 2310 Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy [email protected] - +61 8 9373 1140 Cross Boundary Energy – Independent Power Producer for the global mining industry [email protected] - +61 466 184 943   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(0:02:25)Investment landscape in South Africa(0:08:25)Private vs Public(0:11:56)Local SA knowledge(0:15:15)Infrastructure constraints in SA(0:19:49)Mineral endowment(0:29:58)Coal transactions(0:33:12)Natural Gas pricing(0:36:40)SA downstream production

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  47:16
• Has the market gone cold on miners?

  We jumped straight into uranium talk with EnCore Energy getting punished, down 46% on a production miss and the news that its CEO would leave the company effective immediate. We then had a detailed conversation on the risk-off sentiment across markets, where China is heading in policy and stimulus, the continued intensity of its Belt & Road Initiative and how Australia fits into all of this. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode) 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 Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.  [email protected] - +61 8 6253 2310 Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy [email protected] - +61 8 9373 1140 Cross Boundary Energy – Independent Power Producer for the global mining industry [email protected] - +61 466 184 943   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(0:01:50)enCore Energy SMASHED(0:21:20)JD's Macro and China views as of TODAY(0:50:50)Will DOGE cause ripples around the world?

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  56:23
• The Future of Underground Load & Haul

  Darren Kwok from Perenti/Barminco and Andrew Dawson from Sandvik joined the show to chat the future of underground load & haul. We had a yarn about: ·       Battery truck trial at Sunrise Dam·       Diesel/Electric loaders and trucks hitting the market·       Hybrid potentials for Load & HaulDiscounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)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 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 Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists [email protected] - +61 400 722 059 Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.  [email protected] - +61 8 6253 2310 Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy [email protected] - +61 8 9373 1140 Cross Boundary Energy – Independent Power Producer for the global mining industry [email protected] - +61 466 184 943   Buy Money of Mine MERCH Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:02:20)What is what?(0:07:23)Why go Diesel/Electric?(0:11:10)Technology behind individual wheel-ends(0:15:09)Keep the electrics water-proof(0:17:12)Full battery trial at Sunrise Dam(0:26:10)Will it be battery swap or battery charging?(0:29:35)Hybrid potential?(0:34:00)Surface power balance(0:38:13)Collaborating for future mines(0:40:10)UGOPS2025

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  44:09
• Has the mining industry lost the plot? With Mike Christie

  Today we’re sharing an enlightening discussion into the world of making discoveries, African exploration and having an edge, with First Quantum’s Mike Christie.We explore whether mining companies have lost the plot, where he’d explore if he had a blank canvas, how the approach of the Chinese differs and a whole heap more. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode) 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 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 Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists [email protected] - +61 400 722 059 Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.  [email protected] - +61 8 6253 2310 Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy [email protected] - +61 8 9373 1140 Cross Boundary Energy – Independent Power Producer for the global mining industry [email protected] - +61 466 184 943   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(0:02:22)Have western mining companies lost the plot?(0:05:25)Permitting and approvals(0:07:30)Who has the best chance of discovery?(0:13:22)AI and machine learning for exploration(0:16:35)Where are the hot spots?(0:20:15)Tech advancements in processing(0:25:50)First Quantum's exploration success(0:35:50)Reliance on NPV and IRR analysis

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  44:44

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