Money of Mine
Money of Mine
  • Видео 450
  • Просмотров 1 814 447
Biggest Mining stories of 2024 – AFR’s Peter Ker
Today’s episode is the 2024 finale, with a don of the industry, Peter Ker.
Pete has covered the resources sector for the AFR for well over a decade, which makes him the perfect guest for a discussion covering the topics that have dominated the headlines over 2024, from BHP’s tilt at Anglo, to governance debates at the major miners as well as permitting controversies and government handouts in the rare earths space.
A massive thank you to all the Money Miners out there who made 2024 a cracking year!
Sign-up for our Daily Newsletter
THE DIRECTOR'S SPECIAL - www.moneyofmine.com/
Thank you to our Podcast Partners:
Mineral Mining Services - Your preferred mining contractor
www.mineralminingservices....
Просмотров: 4 322

Видео

18 Fundies’ Predictions for Commodities in 2025 (Part 2)
Просмотров 6 тыс.21 час назад
This episode is one of our favourites for the year, with fundies sharing their wisdom and insights on the year ahead. We learn about what these money managers think will do well, what to avoid and what nobody else is talking about for what’ll no doubt be a fascinating year. Sign-up for our Daily Newsletter THE DIRECTOR'S SPECIAL - www.moneyofmine.com/ Thank you to our Podcast Partners: Mineral ...
18 Fund Managers on their 2025 Big Bets (Part 1)
Просмотров 9 тыс.День назад
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 our Daily Newsletter THE DIRECTOR'S SPECIAL - www.moneyofmine.com/ Thank you to our Podcast Part...
Rio’s CEO makes his Defining Bet on Lithium
Просмотров 3,8 тыс.День назад
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 our Daily Newsletter THE DIRECTOR'S SPECIAL - www.moneyofmine.com/ Th...
16 Copper Takeover Targets to Follow (Tom Woolrych)
Просмотров 6 тыс.14 дней назад
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 our Daily Newsletter THE DI...
An Unfiltered Conversation with Jennifer Hewett
Просмотров 4 тыс.14 дней назад
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 trad...
$1.5B for a 4th Quartile Mine?
Просмотров 4,1 тыс.14 дней назад
First up today we briefly discuss the latest China news that has lit up the miners, followed by a dive into the Lundin asset sale to Boliden. We then cover two stories, both involving commodity trader Trafigura, with Boab Metals signing a prepayment and offtake deal and Develop finalising their facility. Sign-up for our Daily Newsletter THE DIRECTOR'S SPECIAL - www.moneyofmine.com/ Thank you to...
Eneabba: A $2b Disaster in Waiting? WTF...
Просмотров 4,5 тыс.14 дней назад
One massive, influential story to chat about today. On Friday, Iluka announced that EFA would provide a further $400m while it too would dip into its pocket to complete the Eneabba rare earth refinery. Boy, have we got a lot to talk about. Sign-up for our Daily Newsletter THE DIRECTOR'S SPECIAL - www.moneyofmine.com/ Thank you to our Podcast Partners: Mineral Mining Services - Your preferred mi...
Mining Management and Industry Changes (Tucker & Dahmer part 2)
Просмотров 3,2 тыс.21 день назад
Tucker and Dahmer join for part 2 after a very well received part 1. In this chat they went into keys to good management, industry changes for the better and some of the best management they have worked with. Sign-up for our Daily Newsletter THE DIRECTOR'S SPECIAL - www.moneyofmine.com/ Thank you to our Podcast Partners: Mineral Mining Services - Your preferred mining contractor www.mineralmini...
Rio Tinto Lights Up the Junior Copper Market
Просмотров 3,5 тыс.21 день назад
We kickstart today chatting about Rio’s selldown of 30% of Winu to Sumitomo, before getting into Appian’s 3.5c bid to grab Nifty’s owner Cyprium. Lastly, we discuss NexGen’s announcement that it has locked in its first sales contracts for Rook 1 pounds. Sign-up for our Daily Newsletter THE DIRECTOR'S SPECIAL - www.moneyofmine.com/ Thank you to our Podcast Partners: Mineral Mining Services - You...
De Grey vs Spartan: Bush Math Battle
Просмотров 4,5 тыс.21 день назад
Today’s $220m capital raising by Spartan kicked us off on a round of comparison against NST’s takeover of De Grey, as well as a discussion on the likely of Agnico Eagle taking a swing. We also dove into the past and present of Australian Pacific Coal, with some big characters involved in the story. Sign-up for our Daily Newsletter THE DIRECTOR'S SPECIAL - www.moneyofmine.com/ Thank you to our P...
NST’s $5B Deal: Most Expensive Undeveloped Gold Mine Ever
Просмотров 6 тыс.21 день назад
There’s only one thing to talk about today… Northern Star’s big swing for De Grey. This friendly, all-scrip deal which implies a A$5b value for the developer of Hemi is the biggest deal of its kind, so we’ve got plenty to chat about. Sign-up for our Daily Newsletter THE DIRECTOR'S SPECIAL - www.moneyofmine.com/ Thank you to our Podcast Partners: Mineral Mining Services - Your preferred mining c...
Underground Mining in the weeds (Tucker and Dahmer Part 1)
Просмотров 6 тыс.28 дней назад
Going back to the good old days with a couple of passionate Jumbo operators for the underground mining industry, David Tucker and Jeff "Dahmer" Elder. In Part 1 of this massive yarn, we went into: - Balancing production and development underground - Importance of infrastructure - The new computer jumbos - The tidiest and easiest mine Tucker has worked at Sign-up for our Daily Newsletter THE DIR...
Unpacking Peabody’s $3B+ Coal Deal (Matt Warder + Koala)
Просмотров 6 тыс.28 дней назад
We brought on special guests Matt Warder the Koala to dissect the Anglo-Peabody deal, plus get into a range of topics relating to coal markets including Glencore, Yancoal & BHP. We also touched on the WA government’s decision to provide some relief to lithium players. Sign-up for our Daily Newsletter THE DIRECTOR'S SPECIAL - www.moneyofmine.com/ Thank you to our Podcast Partners: Mineral Mining...
Do Diamond Miners have a Future? (Paul Zimnisky)
Просмотров 2,1 тыс.Месяц назад
We wanted to learn more about diamonds, so we brought on the expert. Paul Zimnisky has been an independent consultant analysing the diamond for over a decade, so we used the chance to learn about lab grown diamonds, the viability of the diamond mining industry, what will happen to De Beers, his contrarian industry takes and more. Paul's website: www.paulzimnisky.com RSVP to our Xmas drinks on 3...
Boss Energy vs The Shorters… Who Wins?
Просмотров 4,8 тыс.Месяц назад
Boss Energy vs The Shorters… Who Wins?
Turning a Deposit into a Mine (Entech Interview)
Просмотров 4,4 тыс.Месяц назад
Turning a Deposit into a Mine (Entech Interview)
Ellison Speaks. What Really Matters for MinRes Now?
Просмотров 6 тыс.Месяц назад
Ellison Speaks. What Really Matters for MinRes Now?
We Unpeeled 2 Canadian Deals: SYA/PLL and Orla
Просмотров 3,4 тыс.Месяц назад
We Unpeeled 2 Canadian Deals: SYA/PLL and Orla
Russia Sends Uranium Stocks Flying
Просмотров 5 тыс.Месяц назад
Russia Sends Uranium Stocks Flying
An Unfiltered Yarn with Some GC’s
Просмотров 5 тыс.Месяц назад
An Unfiltered Yarn with Some GC’s
Another Lithium Mine Goes Down
Просмотров 6 тыс.Месяц назад
Another Lithium Mine Goes Down
Paladin Pummelled 29% on Production Downgrade
Просмотров 6 тыс.Месяц назад
Paladin Pummelled 29% on Production Downgrade
Liontown Tweak the Dials to Save Cash
Просмотров 4,2 тыс.Месяц назад
Liontown Tweak the Dials to Save Cash
The Overlooked Way to Play the Commodity Cycle (Baza Capital)
Просмотров 4,6 тыс.Месяц назад
The Overlooked Way to Play the Commodity Cycle (Baza Capital)
The Trump trade you didn’t know about
Просмотров 6 тыс.Месяц назад
The Trump trade you didn’t know about
We Check Out These Small Cap Bolters
Просмотров 6 тыс.Месяц назад
We Check Out These Small Cap Bolters
MinRes Scandal to see Ellison Exit. Now What?
Просмотров 7 тыс.Месяц назад
MinRes Scandal to see Ellison Exit. Now What?
Paulo Macro on Rolling Bubbles in Commodity Markets
Просмотров 6 тыс.Месяц назад
Paulo Macro on Rolling Bubbles in Commodity Markets
Lithium Miners Try Frantically to Outlast the Storm
Просмотров 6 тыс.Месяц назад
Lithium Miners Try Frantically to Outlast the Storm

Комментарии

  • @lizwestoz
    @lizwestoz 16 часов назад

    ❤ CHRIS IF YOU SEE THIS PLEASE STAY ❤ The mainstream media will stop at nothing to chase headlines and profits. They distort the truth, exaggerate the facts, and twist the narrative for clicks. But I hope you're not gullible enough to buy into the sensationalized garbage they peddle. Chris Ellison is a true hero, and he deserves to be recognized for the incredible work he has done. After everything he's been through, if there’s any chance to persuade him to stay, we must seize it. Chris Ellison is by far the best person for the job and for shareholders alike. As a shareholder, I'm deeply concerned by the idea of Chris being forced out. He has built MinRes into the powerhouse it is today, and I believe he should continue to lead the company for as long as possible. MinRes is a brilliant company-and Chris made it what it is. I stand behind MinRes and its future, and as the wife of a dedicated MinRes employee, I know how important it is to keep the right leadership in place. ❤ CHRIS IF YOU SEE THIS PLEASE STAY ❤

  • @matixnznz
    @matixnznz День назад

    100% truth shiftbossing vs jumbo. Why would you Shiftboss for less money than jumbo.

  • @MrMarket1
    @MrMarket1 2 дня назад

    Happy Christmas and a good new year to yall

  • @fandangofandango2022
    @fandangofandango2022 2 дня назад

    Massive Massive Deal Just Hope it Come together.

  • @Rayman96
    @Rayman96 3 дня назад

    The ASX is akin to an unregulated casino

  • @RationalSpeculator
    @RationalSpeculator 3 дня назад

    The wide divergence of opinions among experts indicates the difficulty of making accurate shorter-term predictions in natural resources. A fun listen.

  • @anywhereroam9698
    @anywhereroam9698 4 дня назад

    Can’t hear Trav, his volume is much lower than everyone else’s. Can you please use compression to normalise the mix so everyone can be clearly heard.

  • @mikedunn7766
    @mikedunn7766 5 дней назад

    Thoughts on NH3 ?

  • @PellinPaezCordova
    @PellinPaezCordova 6 дней назад

    It seems VUL end up getting the green energy transition loan/credit not only in Europe but also from Export Finance Australia. A few months ago Gina R increased her investment as well... maybe time to review this video in early 2025? Thank you guys!

  • @tonybond9918
    @tonybond9918 6 дней назад

    Jaw Crusher my new metal band name. Great interview, Peter Ker always entertaining to listen to. Enjoy the break legends.

  • @lordmandelbaum4896
    @lordmandelbaum4896 7 дней назад

    Flotation Tank 🎸🖖

  • @matthewwhite1773
    @matthewwhite1773 7 дней назад

    This show is nothing but rubbish

    • @andyseagrave
      @andyseagrave 10 часов назад

      Yet you take time to comment. Fool.

  • @johnoh9717
    @johnoh9717 7 дней назад

    Great guest. Also been following her on the AFR, great to hear her thoughts

  • @williambrown3102
    @williambrown3102 7 дней назад

    John Forwood: Strange calls.. Not sure how Silver could be highest and copper the lowest.. I thought they had a strong industrial correlation to each other?

  • @JohnBarker-fj2df
    @JohnBarker-fj2df 7 дней назад

    Sincer thanksALL ..take care over the time away, enjoy andhopefully your ding dings go well in 2025

  • @danpinchbeck
    @danpinchbeck 7 дней назад

    Did Helliar change his last name to Ker?

  • @jvodan
    @jvodan 8 дней назад

    Ball Mill - rock band

  • @aaronrowe6297
    @aaronrowe6297 8 дней назад

    Cheers guys really appreciate the content. All the best for 25

  • @Michael-Wil
    @Michael-Wil 8 дней назад

    Happy Christmas Marty, Trav, Jonas and Ali. Have a great New Year.

  • @Michael-Wil
    @Michael-Wil 8 дней назад

    249D Resolution gets my vote.

  • @Myst.Trading
    @Myst.Trading 8 дней назад

    我胖子

  • @rvajna
    @rvajna 8 дней назад

    REEs are a dud investment. Just look at Lynas. A world of pain coming to Iluka if they go down that track.

  • @LithPremiumz
    @LithPremiumz 8 дней назад

    Luv it

  • @mwillz5
    @mwillz5 8 дней назад

    Thanks for your content this year guys. And girl. After watching predictions 1 & 2 for 2025 heres a thought , a thing I keep noticing. Most your contributors seem so averse if not afraid of consensus. It comes up so much that I reckon the most non consensus call of 2025 is actually following some consensus themes because most these guys seem to want to go for anything but that. With respect to your contributors theres been a lot of consensus trades make very good money in broader markets outside commodities this year. Sure they will run out of puff , by why not take part while they are present ? I get it , 'crowded trades' , 'everyone on same side of boat' , choose your cliche , but at the same time consensus trades are not always doomed just because they are that.

  • @KARR-dv9xb
    @KARR-dv9xb 8 дней назад

    Trav's mike needs boosting the volume. Could you normalise the mix or use compression (of the levels).

  • @craigbrowne5806
    @craigbrowne5806 8 дней назад

    She's a bit of a Sino-phobe that guest. China is our #1 trading partner, not the US...

  • @eastwest101____
    @eastwest101____ 8 дней назад

    This was an unusual interview that started with "Grade is King" and then proceeded to give us a guided tour of North and South America's largest lowest-grade/roadbase porphyry rock factories that are all pretty much interchangeable except for their own peculiar permitting and sovereign risk profiles. Where were the world's best IOCG, African Copper belt and VMS deposits? A bit of a case of exploration/deposit type tunnel vision going on here.

  • @Ben-ij6zv
    @Ben-ij6zv 8 дней назад

    Petey Pie is a legend. Good get

  • @arthurtreibs4174
    @arthurtreibs4174 8 дней назад

    Love your service, guys......extremely useful !!! Please do a video on most promising multibaggers on the ASX. Cheers and regards!

  • @BarbarraBay
    @BarbarraBay 8 дней назад

    what a feral video .... ffs

  • @martinlukes9962
    @martinlukes9962 9 дней назад

    So Good!

  • @martinlukes9962
    @martinlukes9962 9 дней назад

    Been a another great year of education and entertainment from you guys. Big thanks for this episode! Cheers

  • @jlrob85
    @jlrob85 9 дней назад

    Lithium will never be more than what it is now. A funny little niche commodity that isn’t iron ore or gold. EVs will never be the majority

    • @StuartKarlson-qn8pj
      @StuartKarlson-qn8pj 9 дней назад

      Your delusional

    • @apt962
      @apt962 7 дней назад

      EVs are a fad yes, that’s its own 40 year cycle people seem to forget, the very first cars were electric (why they are called motor cars/vehicles not engine cars….) and they try a comeback every ~40 years, but every comeback attempt fails. lithiums future is in static storage and PHEVs I believe Toyota will be the only car company to really win this phase of change in automotive. The rest are going broke listening to politicians not engineers… sad to see VW going that way, the sooner they coarse correct the better.

    • @StuartKarlson-qn8pj
      @StuartKarlson-qn8pj 7 дней назад

      @ oh dude you are clueless, your good for a laugh though

  • @BenHowellX
    @BenHowellX 9 дней назад

    Fisty must be visiting all the tin mines nearby, surely?

  • @lordmandelbaum4896
    @lordmandelbaum4896 9 дней назад

    Loved this one and yesterday's. Great content as always, thanks again

  • @aaronrowe34
    @aaronrowe34 9 дней назад

    Good to have all these comments gents, what about your own comments however? becomes hard filtering such differing opinions.

  • @marcoaraujo4771
    @marcoaraujo4771 9 дней назад

    Doing God's work boys and girl. Merry Christmas to you all.

  • @cronaldopwns
    @cronaldopwns 9 дней назад

    Matty is most certainly pulling splinters out from between his teeth now.

  • @TheSpeculativePunter
    @TheSpeculativePunter 9 дней назад

    Dave Franklin - possible hopium/bag holding views lol

  • @AshleyGraetz
    @AshleyGraetz 9 дней назад

    Well they cream the market in may 2025 and blame trump. Fed needs a Patsy. Then gold silver go up. Bitcoin does it's thing.

  • @nickrossetto7804
    @nickrossetto7804 9 дней назад

    Gas was interesting call

  • @stuartsomerville5482
    @stuartsomerville5482 9 дней назад

    silver all the way

    • @coal_man
      @coal_man 9 дней назад

      #silversqueeze

    • @bradmodd7856
      @bradmodd7856 9 дней назад

      Silver is either going up or down, non-sideways is my prediction. The sideways fundies are going to have egg all over their face.

  • @barseico
    @barseico 9 дней назад

    What about Boomer 🤦

  • @mutantryeff
    @mutantryeff 9 дней назад

    "Bullseye?" This "business" is somewhere between "bullseye" and "bullshat"

  • @PatRick1981-s1w
    @PatRick1981-s1w 9 дней назад

    WA1.

    • @stuarthinds848
      @stuarthinds848 9 дней назад

      WA1 Resources = WA1.XA😅

    • @StickyBandit239
      @StickyBandit239 9 дней назад

      Take over offers should start coming in for WA1 in 2025 once the upgraded MRE comes out!

    • @PatRick1981-s1w
      @PatRick1981-s1w 9 дней назад

      @StickyBandit239 correct I believe

  • @deanbloomer1908
    @deanbloomer1908 9 дней назад

    HMM very Debatable SuperPIT Will be Being mined in 20 years - 40 year mine life ? not at the same rate..

  • @steventaylor5283
    @steventaylor5283 9 дней назад

    THANKS FROM AUSTRALIA

  • @Sainter66
    @Sainter66 9 дней назад

    Is Juddy a bit of a PSE fan with Phil Anderson and co? Certainly has some aligned ideas without declaring that source.

  • @jamesm6341
    @jamesm6341 10 дней назад

    Bring back Datt capital expert and go through what went wrong with $jms😂

  • @russellrogers7484
    @russellrogers7484 10 дней назад

    Really liked this show and especially like the intelligent, informed difference of opinion. Provides me food for thought. Looking forward to your poddies in 2025. Have a great break.