Money of Mine

• Why the uranium shorts are wrong (Guy Keller interview)

  It had been too long since we last spoke with Aussie funds management’s leading uranium bull, Guy Keller.He joined us on the show again to pick apart the enormous short-interest in uranium stocks, why EnCore was down 50% on last weeks news, how he’s thinking about portfolio management, the spot vs term debate, where incentive pricing now sits, what’s next for NexGen and plenty 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 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  Money of Mine on YouTube, Twitter(0:00:00)Introduction(0:02:30)The SHORTS(0:06:22)Deepseek reaction(0:08:05)The balance of shorts with hedging strategies(0:11:21)Spot price to Term price(0:13:00)SPUT trading tactics(0:17:45)BHP's role in spot market(0:19:12)Contracting structures currently(0:22:05)Restart performance and incentive pricing(0:27:45)enCore plummet and how is Boss sitting?(0:38:14)Reflection on PDN and Fission(0:41:53)Namibian restarts(0:44:50)Aura Energy(0:46:30)Buying developers/producers vs physical(0:49:05)Uranium tech investment(0:51:34)Knowing who's contracted and who's not(0:56:13)What to see out of Nexgen this year

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  1:02:28
• Have investors overblown Cobre Panama’s risk?

  There was plenty for us to explore today, starting with Boss Energy’s dealing with Laramide.We then explored the potential for First Quantum to restart Cobre Panama, before moving south to Solgold on the news that Jiangxi now holds 12% of their stock.Lastly, we touch on the WA gold space following Ora Banda’s latest drill success. 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(0:01:20)Boss creep up on Laramide(0:07:16)When will First Quantum restart Cobre Panama?(0:20:57)Will someone finally buy Solgold's Cascabel(0:34:18)What does drillbit success mean for OBM

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  39:19
• Why these 2 miners led the bloodbath

  We go to the Murchison first today, unpacking Ramelius’ updated mine plan for Mt Magnet, which the market didn’t take kindly to.Then we ventured to the DRC to discuss the wild move in the world of cobalt, as well as the potential listing of a cobalt holding vehicle, like SPUT in uranium.Lastly, we dove into concerning news regarding royalty rates in Indonesia, which lead to big sell downs in exposed companies like Nickel Industries.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(0:00:00)A bloodbath in markets(0:01:18)Why did the market hate RMS' new plan?(0:16:15)Can the DRC move cobalt higher(0:27:50)Will CUT be the new SPUT?(0:31:50)Nickel Industries cops heavy sell down(0:34:50)Thoughts on governments changing royalties

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  46:48
• Will a 93% takeover premium spur M&A drama?

  First on the list today is a juicy takeover story. We start with a London-listed miner which just received a 93% take premium… which it rejected. We ended up unpacking most the mineral sands industry, looking to understand where the value is in this niche market. We then ventured into the world of visible gold announcements, running through a plethora of outrageous announcements from years gone by.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(0:01:49)Kenmare rejects 93% premium(0:13:53)Will Rio do mineral sands M&A?(0:26:02)Is Sovereign Metals a target(0:37:20)The best visible gold announcements ever

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  49:34
• Finding 10-Baggers in Junior Mining Stocks (with Vukasin & CrimsonCarp)

  We had the delight of chatting with two insightful junior mining analysts on how to find early-stage projects that are capable of generating shareholder value over time.Vukasin Pekovic posts regularly on Twitter (@VukasinPekovic) and CrimsonCarp writes a thoughtful Substack (https://crimsoncarp.substack.com) tapping into his years of geological experience.We dive into how their individual approaches differ, the key learnings over their years of experience as well as the counterintuitive tricks of the trade. 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 Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:03:55)Geological Alpha(0:08:54)Copper and Gold edge(0:13:00)CC likes what?(0:15:14)Buy before or after first drillhole?(0:31:45)Scaling up the investment size(0:37:45)Selling too early(0:40:05)How to know when you might be onto a winner?(1:04:20)Rapid fire for the lads

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  1:13:31

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