We had pleasure of chatting with Bentley Atteberry, co-founder & CEO of Myst Trading, on all thing’s commodities.Bentley has a unique perspective given his position between investor & commodity trader, and shared views on coppers dramatic run up, the set up in aluminium, the niche world of tin, as well as what he’s picked up on the evolving lithium market and the beaten up PGM sector.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: Axis Mining Technology - Drill hole survey instrumentation experts info@axisminetech.com – call Shaun Oehlman - +61457053260 Mineral Mining Services – Your preferred mining contractorenquiry@mineralms.com.au - 1300 546 117VRIFY – Communicate in 3Dgrant@vrify.comGetWet Solutions – Innovative bladder tanks for mobile water storageMatt.hall@getwetsolutions.com.au - +61 475 627 569DSI Underground – Ground support gurushttps://www.dsiunderground.com/contactSilverstone – Energy solutions for your businesskenny@sstone.com.auCRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectorsdavidh@creinsurance.com.au - +61 2 9493 6100WA Water Bores – WA’s premier water well drilling companyJames@wawaterbores.com.au - +61 429 695 538K-Drill – Safe, reliable, and productive surface RC drillingdrew@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.comBuy Money of Mine MERCH Money of Mine on YouTube + Twitter(0:00:00)Introduction(0:03:28)Copper wild ride(0:09:27)Copper market structure(0:18:42)The next few years in Cu(0:20:49)Long term aluminium bull?(0:34:18)The tin set up(0:46:07)Challenges in nickel(0:49:16)Lithium learnings from China(1:08:39)Is China bullish EVs(1:11:32)Is long PGMs consensus

We’ve got a BIG one.Bellevue (BGL) has come to the market hat in hand for $175m, while almost every ASX goldie shared a quarterly today (NST, WAF, CYL, PNR, RRL).Sandfire (SFR) had improved cashflow, but MATSA still looks shockingly expensive while Karoon (KAR) finally listened to shareholders by launching a buyback.  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: Axis Mining Technology - Drill hole survey instrumentation experts info@axisminetech.com – call Shaun Oehlman - +61457053260 Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au - +61 475 627 569 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 - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.com 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(0:00:00)Introduction(0:01:03)Bellevue stun market (0:25:45)The Tour De Gold(0:46:39)How expensive was MATSA?!(0:52:42)KAR board finally relent

We’ve got some big stories in the thick of quarterly season, starting with a highlight reel of the best moments so far, before we dive into Ora Banda’s (OBM) numbers, Lynas’ (LYC) valuation and Metal Acquisition Corps (MAC) output.We wrap things up with a chat about the well-received Spartan (SPR) resource upgrade. 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: Axis Mining Technology - Drill hole survey instrumentation experts info@axisminetech.com – call Shaun Oehlman - +61457053260 Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au - +61 475 627 569 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 - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.com Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group Money of Mine on YouTube + Twitter(0:00:00)Introduction(0:01:48)Best quarterly snippets(0:09:53)What Ora Banda have to do(0:23:26)Solving LYC's valuation(0:39:50)MAC impress in Q4(0:46:39)SPR light up on new resource

First cab off the rank today is Paladin (PDN) with production of over 500kt pounds of uranium since the restart.Next up we spoke about South32 (S32) who had a horrid day after sharing their quarterly and an update on Worsley, followed by Regis (RRL) who came out with the McPhillamys DFS.We rounded up with 3 smaller operators, in varying states of health, with Jervois (JRV), Sierra Rutile (SRX) and Galena (G1A).Sign-up for the Director’s SpecialAll 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: Axis Mining Technology - Drill hole survey instrumentation experts info@axisminetech.com – call Shaun Oehlman - +61457053260 Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au - +61 475 627 569 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 - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.comBuy Money of Mine MERCH Money of Mine on YouTube + Twitter(0:00:00)Intro(0:02:44)Paladin pump pounds(0:17:12)S32 gets whacked(0:30:21)Regis' McPhillmays DFS disappoints(0:37:30)Jervois' struggles(0:41:28)Sierra Rutile's competing bid(0:44:03)Galena in trouble

JD sat down with John Forwood (CIO at Lowell Resource Fund) and Hedley Widdup (CEO at Lion Selection) for a big chat on junior mining.The conversation went from how their 2024 predictions are faring to the lack of liquidity in juniors, from the increasing red tape in the sector to how the financing landscape has changed and everything in between. 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: Axis Mining Technology - Drill hole survey instrumentation experts info@axisminetech.com - +61 (8) 9317 6911 Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au - +61 475 627 569 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 - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.com Buy Money of Mine MERCH(0:00:00)Introduction(0:01:34)John Forwood & Hedley Widdup(0:02:20)2024 predictions looking(0:09:05)Inflation & rates(0:13:23)Liquidity in Juniors(0:22:39)BHP-Anglo learnings(0:27:50)Alternative funding (0:32:22)Cutting red-tape(0:34:34)Copper (0:35:52)Will FIRB block deals(0:39:56)Tin(0:42:11)Gold(0:49:53)Uranium(0:52:25)Under vs over-rated

We get going today with news that Fortescue (FMG) cut 700 jobs and is renewing its corporate structure & strategy, followed by a chat on Genesis’ (GMD) quarterly numbers. Evolution (EVN) had a decent quarter with some points worth discussing and lastly we spoke about a trend of more dealmaking for miners globally.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: Axis Mining Technology - Drill hole survey instrumentation experts info@axisminetech.com – call Shaun Oehlman - +61457053260 Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au - +61 475 627 569 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 - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.com 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 (0:00:00)Introduction(0:02:01)More changes at FMG(0:27:59)Will GMD do a deal?(0:40:56)Evolution make a bit of money(0:46:31)Global dealmaking picks up

On the back of Nickel West getting shafted by BHP officially (for now), Trav launched a Twitter Spaces on Thursday last week. The Koala and Tom Woolrych joined in. The convo shortly broadened out and so we thought we'd release it as a bonus episode this Wednesday.Enjoy Money Miners.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: Axis Mining Technology - Drill hole survey instrumentation experts info@axisminetech.com – call Shaun Oehlman - +61457053260 Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au - +61 475 627 569 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 - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.com 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

We had a chat with long time natural resource fundie Warren Irwin to get his take on several topics.Our conversation covered the state of Canadian miners and the countries M&A policies, why you shouldn’t listen to uranium super bulls, the disservice NexGen is doing to mining, why he likes nickel and plenty 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: Axis Mining Technology - Drill hole survey instrumentation experts info@axisminetech.com – call Shaun Oehlman - +61457053260 Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au - +61 475 627 569DSI Underground – Ground support gurus https://www.dsiunderground.com/contactSilverstone – Energy solutions for your business kenny@sstone.com.auCRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling companyJames@wawaterbores.com.au - +61 429 695 538K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.auWe use SPARK - Market data for active ASX Traders - https://sparktrader.comMERCHMoney of Mine on YouTube + Twitter(0:00:00)Intro(0:00:44)What's Canada doing to its miners(0:10:29)Will Rio bid Teck? Will Glencore spinout met coal?(0:19:58)Changes in fundie ESG policy(0:26:16)Will coal royalties get jacked up in BC?(0:30:48)Uranium market maniuplation (0:44:07)NexGen's disservice to mining(0:57:40)Will NXG get taken out?(1:02:48)Too early for nickel?(1:08:25)Solgold streaming thoughts

We kicked off the week entertaining some hypotheticals after the massive copper M&A rumours over the weekend about BHP and Lundin reportedly working together to put forward a joint bid for Filo and Rio potentially having another crack at Teck.Matty then went into the weeds on the Bellevue quarterly, followed by Ally GC’s rapid fire on De Grey’s quarterly, Liontown’s new offtake and Meeka’s development progress.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: Axis Mining Technology - Drill hole survey instrumentation experts info@axisminetech.com – Shaun Oehlman - +61457053260 Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au - +61 475 627 569 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 - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.auWe use SPARK - Market data for active ASX Traders - https://sparktrader.comBuy Money of Mine MERCHMoney of Mine on YouTube + Twitter(0:00:00)Introduction(0:02:07)Is big miner copper M&A on?(0:24:03)Bellevue quarterly queries(0:48:05)De Grey full steam ahead at Hemi(0:54:34)Liontown locks in more offtake(0:56:16)More cheap mining gear for Meeka

We went for a deep dive into the miners and contractors that make the cut for Aussie Small Cap fundie Matt Griffin’s portfolio.Matt’s a thoughtful generalist investor with plenty of experience in the mining sector, and he currently operates as a co-portfolio manager at Maple-Brown Abbott.We’ve discussed his uranium, copper, gold and energy holdings, as well as his views on the Canadian market, cost inflation across Australia and how he builds a small cap portfolio. Plus, a bumper under vs over-rated section.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: Axis Mining Technology - Drill hole survey instrumentation experts info@axisminetech.com - +61 (8) 9317 6911 Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au - +61 475 627 569 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 - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.com(0:00:00)Introduction(0:01:22)Uranium producers(0:13:02)Nexgen not in portfolio(0:14:16)Canada clamps down on M&A(0:16:39)Metals Acquisition Ltd(0:25:54)Growth of Genesis(0:32:36)Perseus cash growth(0:37:05)2 premier un-developed gold projects(0:47:09)Energy(0:54:35)SRG and Perenti - how do they make money?(1:02:33)Over-rated / Under-rated

We’re all over the BIG news out of the uranium world – Kazakhstan is ramping up taxes on all mining projects, and boy could you see it from the surge in global uranium miners.We then went for a walk through IGO’s decision to not go downstream with Wyloo on a PCAM facility in Kwinana, and look ahead to where the company will go next. 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: Axis Mining Technology - Drill hole survey instrumentation experts info@axisminetech.com - +61 (8) 9317 6911 Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au - +61 475 627 569 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 - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.com Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group Money of Mine on YouTube + Twitter(0:00:00)Introduction(0:02:58)Kazakh tax changes(0:13:17)What does this mean for global supply(0:28:12)IGO pause PCAM ambitions (0:38:15)Global lithium players struggle(0:42:40)Where does IGO go from here

We started the show by trying to understand the poor performance of WA gold developers, and question whether this is their death.Then we chat about Meteoric (MEI) and their recent scoping study and stay in South American as there’s drama surrounding Silvercorp’s (SVM.t) stuttering takeover of Adventus (ADVN.t).We round off the chat highlighting all the key points we’re looking for this quarterly season.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: Axis Mining Technology - Drill hole survey instrumentation experts info@axisminetech.com - +61 (8) 9317 6911 Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au - +61 475 627 569 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 - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 K-Drill – Safe, reliable, and productive surface RC drillingdrew@k-drill.com.auWe use SPARK - Market data for active ASX Traders - https://sparktrader.comBuy Money of Mine MERCHJoin our exclusive Money Miners Facebook GroupMoney of Mine on YouTube + Twitter(0:00:00)Introduction(0:01:40)The death of gold juniors(0:30:34)Why is MEI getting thumped(0:39:03)Silvercorp + Adventus deal stutters(0:49:08)What we're look for this quarterly season

Plenty to rip into as always on a Monday, with two deals grabbing the headlines.MACH is buying Rex (RXM) for a bit under $400m while the Mt Bundy gold project is also being sold.Canada is making some big changes on an M&A front, while Encounter (ENR) continued its run on niobium hits.Ramelius (RMS) shared its cash figures while getting the go ahead, if it’s still interested, in bidding Westgold (and Karora) while Regis (RRL) generated plenty of cash.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: Axis Mining Technology - Drill hole survey instrumentation experts info@axisminetech.com - +61 (8) 9317 6911 Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storageMatt.hall@getwetsolutions.com.au - +61 475 627 569DSI Underground – Ground support gurushttps://www.dsiunderground.com/contactSilverstone – Energy solutions for your businesskenny@sstone.com.auCRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectorsdavidh@creinsurance.com.au - +61 2 9493 6100WA Water Bores – WA’s premier water well drilling companyJames@wawaterbores.com.au - +61 429 695 538K-Drill – Safe, reliable, and productive surface RC drillingdrew@k-drill.com.auWe use SPARK - Market data for active ASX Traders - https://sparktrader.comBuy Money of Mine MERCH Money of Mine on YouTube + Twitter(0:00:00)Introduction(0:01:53)Rex Minerals being acquired(0:14:41)Mount Bundy shovel ready(0:18:49)Big changes on the TSX(0:30:21)The exploration company approaching $0.5B(0:38:44)Ramelius print cash again(0:46:17)Regis finally printing cash

We’re joined by Matt Warder for a great chat about met & thermal coal markets, what recent events have done to prices, what the transition away from these commodities will look like, which companies stand out and the age old dividend vs buyback debate.Enjoy the yarn!Sign-up for the Director’s SpecialCoal Trader Substack 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:Axis Mining Technology - Drill hole survey instrumentation expertsinfo@axisminetech.com - +61 (8) 9317 6911Mineral Mining Services – Your preferred mining contractorenquiry@mineralms.com.au - 1300 546 117VRIFY – Communicate in 3Dgrant@vrify.comGetWet Solutions – Innovative bladder tanks for mobile water storageMatt.hall@getwetsolutions.com.au - +61 475 627 569DSI Underground – Ground support gurushttps://www.dsiunderground.com/contactSilverstone – Energy solutions for your businesskenny@sstone.com.auCRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectorsdavidh@creinsurance.com.au - +61 2 9493 6100WA Water Bores – WA’s premier water well drilling companyJames@wawaterbores.com.au - +61 429 695 538K-Drill – Safe, reliable, and productive surface RC drillingdrew@k-drill.com.auWe use SPARK - Market data for active ASX Traders - https://sparktrader.comMoney of Mine on YouTube + Twitter(0:00:00)Matt Warder on MoM(0:01:21)The market temperature(0:05:07)Fire at Longview(0:06:43)Spot vs contracts markets(0:08:30)Historical trends in coal market(0:12:03)Nat gas capping thermal coal(0:15:27)Coal qualities(0:18:50)Structural bottom in met coal(0:23:17)Market sensitivety when supply is interrupted(0:26:13)Why majors have sold(0:31:23)Market fragility(0:38:05)Dividends vs buybacks(0:40:39)Over vs under

We kick things off with a “How to Build a Waterfall Chart” special, now that we’re into quarterly season.Then, we chat about several pre-quarterly releases, including from Boss Energy, Westgold and Capricorn, before we round up the show with a discussion on Chalice’s poorly received MoU with Mitsubishi.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: Axis Mining Technology - Drill hole survey instrumentation experts info@axisminetech.com - +61 (8) 9317 6911 Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au - +61 475 627 569 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 - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.com Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group Money of Mine on YouTube + Twitter(0:00:00)Introduction(0:01:44)How to Build a Waterfall chart(0:09:38)What's missing at Boss?(0:16:57)Westgold issue a divvie(0:21:28)Capricorn steady on(0:24:56)Market disapproves of CHN's MoU

Some big news today with Liontown (LTR) announcing new funding with LG Energy, West African (WAF) updating their feasibility study whilst raising $120m and Centaurus (CTM) finally sharing their feasibility study.We also spoke briefly about 29Metals (29M) sharing their rates, met coal prices flying, intriguing developments in the cobalt market and some drama at Avebury. 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: Axis Mining Technology - Drill hole survey instrumentation experts info@axisminetech.com - +61 (8) 9317 6911 Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au - +61 475 627 569 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 - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 K-Drill – Safe, reliable, and productive surface RC drillingdrew@k-drill.com.auWe use SPARK - Market data for active ASX Traders - https://sparktrader.comJoin our exclusive Money Miners Facebook GroupMoney of Mine on YouTube + Twitter(0:00:00)Introduction(0:01:37)Liontown lock in cash(0:24:00)WAF rattle tin(0:32:28)Centaurus finally share numbers(0:43:28)29M cave to market(0:44:12)Ramelius confirmed as Spartan buyer(0:46:31)Met coal flies(0:47:06)Funds buy physcial cobalt(0:48:41)Drama at fallen Mallee

We’ve got 3 big stories today. Firstly, a fire broke at Anglo’s (AAL.l) Grosvenor coal mine which caused alarm throughout the sector.Secondly, we were joined by Bogan Geologist and fund manager Emanuel Datt for a debrief on WA1 following their maiden resource as well as the recent metallurgical results, one year after we initially had them on.To wrap up, we discussed the unfortunately news that administrators have been called at Calidus (CAI). 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: Axis Mining Technology - Drill hole survey instrumentation experts info@axisminetech.com - +61 (8) 9317 6911 Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au - +61 475 627 569 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 - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.com Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group Money of Mine on YouTube + Twitter (0:00:00)Introduction(0:01:55)Fire at Anglo's Grosvenor(0:21:01)Is WA1 the real deal?(0:57:21)What caused Calidus' undoing?

We had a chat with Mike Bevan, a geo (who runs a cracking YouTube channel at GeoInvest Insights) to get right into the weeds on understanding rare earths from a geologists perspective, as well as some uranium chat.We picked through hard rock and the clay deposits, the red flags to look for plus the important tricks in the all important metallurgical side of things.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 - +61 475 627 569 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 - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com – 1300AIRWAY K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.auWe use SPARK - Market data for active ASX Traders - https://sparktrader.comBuy Money of Mine MERCHJoin our exclusive Money Miners Facebook GroupMoney of Mine on YouTube + Twitter(0:00:00)Mike Bevan on MoM(0:03:25)Rare Earths(0:06:40)Hard rock vs clays(0:17:57)Red Flags in rare earths(0:27:55)Meteroric (0:36:56)Downstream rare earth processing(0:41:52)Viridis (0:47:46)Boss Energy (0:52:59)Brazilian Rare Earths(1:03:50)Will Ionic clays take over carbonitites?(1:15:43)Lindian(1:18:14)American Rare Earths(1:26:19)Red Metal

We’ve got Ahmad back in the studio for an exploration bonanza!This time we’re diving deep into lithium and rare earths, getting into all aspects of what make a good deposit (or discovery), what the common red flags are, what make certain projects stand out, how investors are commonly deceived and a whole heap 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 - +61 475 627 569 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 - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com – 1300AIRWAY K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.com 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(0:00:00)Ahmad back on MoM(0:02:12)How to think of lithium(0:07:27)Lithium in Canada(0:11:13)Why James Bay(0:25:24)Aussie projects(0:33:48)Lithium red flags(0:40:50)Rare earths (0:49:29)China's advantage(0:52:38)Ionic Clays(0:58:06)Is BRE worth the fuss?

It’s straight into the Murchison as all fingers point to Ramelius (RMS) as the buyer of a parcel of Spartan (SPR) stock, before we go global, diving into the Paladin (PDN) – Fission Uranium (FCU.t) deal.Our final topic was the notable collapse of Sev.en’s deal to buy 51% of Coronado (CRN) from EMG, with a bit of commentary on the broader investment interest from Aussie Superfunds in energy businesses. 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 - +61 475 627 569 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 - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com – 1300AIRWAY K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.comBuy Money of Mine MERCHJoin our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.Money of Mine on YouTube + Twitter(0:00:00)Introduction(0:01:11)Fingers point to Ramelius(0:14:22)Paladin - Fission confirmed(0:35:16)Sev.en ditched CRN deal(0:42:42)A catching ESG investment environment(0:47:41)Contrasting MD share sales