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.

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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.

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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

We jumped straight into uranium talk with EnCore Energy getting punished, down 46% on a production miss and the news that its CEO would leave the company effective immediate.

We then had a detailed conversation on the risk-off sentiment across markets, where China is heading in policy and stimulus, the continued intensity of its Belt & Road Initiative and how Australia fits into all of this.

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

(0:01:50)enCore Energy SMASHED

(0:21:20)JD's Macro and China views as of TODAY

(0:50:50)Will DOGE cause ripples around the world?

Darren Kwok from Perenti/Barminco and Andrew Dawson from Sandvik joined the show to chat the future of underground load & haul. We had a yarn about:

· Battery truck trial at Sunrise Dam

· Diesel/Electric loaders and trucks hitting the market

· Hybrid potentials for Load & Haul

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)

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

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

(0:02:20)What is what?

(0:07:23)Why go Diesel/Electric?

(0:11:10)Technology behind individual wheel-ends

(0:15:09)Keep the electrics water-proof

(0:17:12)Full battery trial at Sunrise Dam

(0:26:10)Will it be battery swap or battery charging?

(0:29:35)Hybrid potential?

(0:34:00)Surface power balance

(0:38:13)Collaborating for future mines

(0:40:10)UGOPS2025

Today we’re sharing an enlightening discussion into the world of making discoveries, African exploration and having an edge, with First Quantum’s Mike Christie.

We explore whether mining companies have lost the plot, where he’d explore if he had a blank canvas, how the approach of the Chinese differs and a whole heap 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

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

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

(0:02:22)Have western mining companies lost the plot?

(0:05:25)Permitting and approvals

(0:07:30)Who has the best chance of discovery?

(0:13:22)AI and machine learning for exploration

(0:16:35)Where are the hot spots?

(0:20:15)Tech advancements in processing

(0:25:50)First Quantum's exploration success

(0:35:50)Reliance on NPV and IRR analysis

We start todays show delving into rare earths and how the depressed price environment is hitting Lynas, looking to answer whether they’ll need extra cash.

Next, we spit-ball about what advancements in robotics and AI could do to the demand for various metals from titanium to copper, before we close with some juicy deal making in the goldfields, with AngloGold Ashanti tying up an option with junior gold play Matsa.

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

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

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

(0:01:03)Will Lynas be forced to raise cash?

(0:19:50)What will robitics do to metal demand?

(0:31:23)More on Lakewood TSF

(0:34:05)AngloGold get busy in the WA goldfields

We ventured to Canada to kick things off today, unpacking the C$7.7b deal between Equinox and Calibre.

Next up we delved into a lucrative and niche commodity, and we ask the question, can a Canadian junior crack the monopoly?

Lastly, we come closer to home to discuss the latest and greatest in the Kalgoorlie region, with Black Cat swinging for Westgold’s Lakewood mill.

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

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

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

(0:00:56)Why EQX & CXB investors hate the deal

(0:19:55)Can this Canadian junior crack the big time

(0:31:40)Black Cat spend up for Lakewood