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

enquiry@mineralms.com.au - 1300 546 117

Grounded - Infrastructure for remote mining and civil projects Australia wide

Paul Natoli - pn@groundedgroup.com.au

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

davidh@creinsurance.com.au - +61 2 9493 6100

K-Drill – Safe, reliable, and productive surface RC drilling

drew@k-drill.com.au - +61 416 015 876

Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists

lachlan@saltbush.net - +61 400 722 059

Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.

rob.burnett@swickmining.com - +61 8 6253 2310

Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy

info@quattrope.com - +61 8 9373 1140

Cross Boundary Energy – Independent Power Producer for the global mining industry

tim.taylor@crossboundary.com - +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

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 - pn@groundedgroup.com.au

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

davidh@creinsurance.com.au - +61 2 9493 6100

K-Drill – Safe, reliable, and productive surface RC drilling

drew@k-drill.com.au - +61 416 015 876

WA Water Bores – WA’s premier water well drilling company

James@wawaterbores.com.au - +61 429 695 538

Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.

rob.burnett@swickmining.com - +61 8 6253 2310

Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy

info@quattrope.com - +61 8 9373 1140

Cross Boundary Energy – Independent Power Producer for the global mining industry

tim.taylor@crossboundary.com - +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

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

enquiry@mineralms.com.au - 1300 546 117

Grounded - Infrastructure for remote mining and civil projects Australia wide

Paul Natoli - pn@groundedgroup.com.au

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

davidh@creinsurance.com.au - +61 2 9493 6100

K-Drill – Safe, reliable, and productive surface RC drilling

drew@k-drill.com.au - +61 416 015 876

WA Water Bores – WA’s premier water well drilling company

James@wawaterbores.com.au - +61 429 695 538

Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.

rob.burnett@swickmining.com - +61 8 6253 2310

Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy

info@quattrope.com - +61 8 9373 1140

Cross Boundary Energy – Independent Power Producer for the global mining industry

tim.taylor@crossboundary.com - +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