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!

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Mineral Mining Services – Your preferred mining contractor

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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

https://www.dsiunderground.com/contact

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

Daishsat – Geophysical survey experts

nathan.daish@daishsat.com - +61 433 261 071

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

lachlan@saltbush.net - +61 400 722 059

Get Wet Solutions – Setting the standard in water bladder tank technology

matt.hall@getwetsolutions.com.au - +61 475 627 569

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(0:00:00)Introduction

(0:01:20)2024 surprises

(0:03:16)Twiggy back in focus

(0:05:55)Rio's Lithium bet

(0:15:22)Traditional owners and heritage issues

(0:24:08)Envinronmental laws

(0:31:04)Glencore's coal approach

(0:35:14)Jabiluka and uranium

(0:46:00)BHP in review

(0:52:07)South32 potentially claiming some BHP spit-outs

(0:56:32)Newmont

(0:58:49)Competition for De Grey?

(1:00:30)Big stock moves

(1:05:11)The Iluka/Eneabba analogy

(1:12:29)Out there predictions for 2025

(1:22:52)Quickfire for 2025

(1:28:50)Pete's mining rock band names

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.

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Please read our Privacy Policy and Disclaimer here

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

https://www.dsiunderground.com/contact

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

Daishsat – Geophysical survey experts

nathan.daish@daishsat.com - +61 433 261 071

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

lachlan@saltbush.net - +61 400 722 059

Get Wet Solutions – Setting the standard in water bladder tank technology

matt.hall@getwetsolutions.com.au - +61 475 627 569

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

(0:01:26)John Forwood - Lowell

(0:05:13)Emanuel Datt - Datt Capital

(0:11:11)Hedley Widdup - Lion Selection

(0:18:02)Kingsley Jones - Jevons Global

(0:27:25)Warren Gilman - Queens Road

(0:34:31)Warren Irwin - Rosseau

(0:39:28)Dan Porter - Pure

(0:44:09)Bentley Atteberry - MYST

(0:48:43)Matthew Fist - Firetrail

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 the Director’s Special

Please read our Privacy Policy and Disclaimer here

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

https://www.dsiunderground.com/contact

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

Daishsat – Geophysical survey experts

nathan.daish@daishsat.com - +61 433 261 071

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

lachlan@saltbush.net - +61 400 722 059

Get Wet Solutions – Setting the standard in water bladder tank technology

matt.hall@getwetsolutions.com.au - +61 475 627 569

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

(0:02:11)Sam Berridge - Perennial

(0:06:54)Sam Broom - Sprott

(0:13:26)Rick Squire - Acorn

(0:20:51)Rusty Delroy - Nero

(0:29:55)Anthony Kavanagh - Chester

(0:38:40)Chris Judd - Cerutty

(0:42:42)Dave Franklyn - Argonaut

(0:45:58)Will Sandover - Baza