What does $KAP’s results mean for the uranium market?
• U stocks go flying
• The writing is on the wall for $ERA minority holders
• “Premium value” $PLS sign up new debt
The question is... to buy or to build?
• $PLS look at going all out
• $KRR.t reveals multiple takeover offers
• $PDN in halt over rumoured $FCU.t deal
• Tianqi not happy with $SQM
Poor
@RealRickRule
.....he's the only bloke I know that shares something, the people he shared it from then share that he shared, now I'm sharing a comment about all the sharing.
We went deep with
@ItsWarrenIrwin
on:
• Major deals
• Canada’s new takeover laws
• What
#uranium
super-bulls miss
• $NXG disservice to the industry
• Why
#MetCoal
will reap cash
• Is it too early for
#nickel
?
• $SOLG funding
Has more potential uranium supply just been chalked off?
• Australia rejects $ERA's Jabiluka renewal
• What to make of the swirling $TECK M&A rumours
• $RMS cashed up & going hard
Will $PDN mining a lower grade brownfield pit without bloody snow or freezing water tables....be more sustainable than $NXG trying to robotically mine high-grade
#uranium
out from 600m underground?
New Ep - we had a go at unpacking the giant that Mineral Resources is. Let us know what you reckon!
YouTube:
Spotify:
Apple:
#Lithium
#Copper
#Mining
#Investing
#ASX
$MIN $CTM $GOLD $SFX $LYC $LKE $PNR $ALB
Will this Uranium Deal Blowout?
• Is the $PDN $FCU.t deal on the rocks?
• What we learnt from $BHP’s numbers
• What to know about $GLN’s MoU’s
• Are things getting any better at
#29M
?
What’s going on at $FMG?
• $FMG exec changes, job cuts & new strategy
• $GMD M&A speculation
• $EVN make a bit of $$$
• Global mining dealmaking picks up
We had
@alexbhturnbull
on for a cracking chat about raw materials through the entire supply chain to end demand. We covered:
• Data centres and the metals demand they’ll account for
• Aussie lithium sector volatility
• Met coal, nuclear, West automakers and heaps more
Get around this hectic
#Uranium
chat we had with the great Mike Alkin
$NXG $KAP $CCJ $CCO $PDN $BOE $DYL $BMN $BKY $ERA $LOT $TOE $PEN $CXU $AEE $GLA
#EL8
#1AE
$AGE
Rick Rule on Money of Mine! We chat nuclear renaissance, lithium’s rise from obscurity, surging resource nationalism, picking reliable management teams, unloved sectors PLUS a heap more 🤩
YouTube:
#Nuclear
#Uranium
#Lithium
#CoalTwitter
#Gold
#Hooteroo
The only
#Mining
newsletter you need to open each morning is the DIRECTOR'S SPECIAL!!!!!
Subscribe at (it's of course FREE)
Refer 10 new subscribers and get a free carton of DINGO
**Exploration bonanza**
Ahmad Saleem, the geological whiz, joined us to get into:
- What’s happening in the Cobar $PEX $MAC $TLM $AGC
- African copper belt $PSC $FM.t $GOLD $GLEN
- Namibian gold $WIA $BTO.t
- The arse end West Arunta
#WA1
$ENR $RCR $CGR
#Gold
RESERVES for ASX underground mines. Bubble size is how many ounces (you want to be in the top right). Thought it would be appropriate after the maiden reserve for Ulysses was released by $GMD
#mintwit
#mining
#undergroundmining
Is the $DVP takeover of $ESS suggesting Pioneer Dome will be predominantly underground? It sure as hell looks like an U/G orebody. Small pit and concurrently start the portal.
Is this a good or bad funding announcement coming from $LTR?
BAD = Funding pulled
GOOD = Replacement of short term facility.....maybe a convertible debenture with a supply chain partner
Was $DRRs deal as bad as the market says?
• $DRR did a deal
• $RIO edge closer on Jadar
• Lithium players get whacked $IGO $PLS $LTR
• Japan looks to ramp up nuclear
Ellison is back in the headlines
- Who are the haul road benefactors? $MIN $RHI $BCK $CZR $RHK
- What’s happenin’ in U land? $SPUT
- $SFX hit a snag
- Why ditch a $1.5b IPO?!
- The leaky case of the ASX $NVX $KAR
What we learnt at Diggers 2024
• Diggers 2024 recap
• The Money of Mine Diggers awards
• $LTM cutting costs
• Mining code nerves for $WAF
•
#MM8
and $IGO do a deal
• How will FIRB rule of $CZR
Rick Rule on Money of Mine! We chat nuclear renaissance, lithium’s rise from obscurity, surging resource nationalism, picking reliable management teams, unloved sectors PLUS a heap more 🤩
YouTube:
#Nuclear
#Uranium
#Lithium
#CoalTwitter
#Gold
#Hooteroo
BATTLE FOR LEONORA 2.0
- $RED and $SLR to merge
- What does that mean for $GMD?
- $LYC rumoured to merge with MP Materials
- $CTM permits and Rick Rule comments
- Major Cu miner, Capstone, commences ASX trading as $CSC
The
#uranium
mania begins in the
#athabasca
basin. "I'll have a bit of this, you can have a bit of this". Everyone just trying to put a bit of food on the table.
Is $YAL down ~20% warranted?
• $YAL cut interim divvie, look at M&A
•
#T92
& ATHA Energy (SASK.t) tie-up
• The intriguing strategic investments we’ve seen recently
If any State of Origin fans in Melbourne are attending the GOLD SERIES, hosted by
@WhiteNoiseComms
and
@CalderaHouse
..let me know. I've even changed my early morning Thursday flight to cater for a possible big celebration after a BLUES WIN. Podcast chat below👇👇👇
Is big miner copper M&A on?
- $BHP and Lundin allegedly teaming up on $FIL, while $RIO rumoured to be having another crack at $TECK
- In the weeds on $BGL quarterly
- Rapid fire on $DEG, $LTR and $MEK
- Everything going wrong at $IGO
- Ellison's mother in law a
#KM1
profiteer
- $LTR's latest
- Solving $PEN's funding
- $RED and $WGX report cash build. Which is better?
- Magic needed at Abra for
#G1A
?
- Friend of the show $SYA should just turn NAL off now
I will take a bullet for the Money Miners to get the news out, even on a Satdy arvy. New
@moneyofminepod
episode up on the bloody late Friday offer from $SLR to $SBM