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.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)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.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

(0:01:11)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

We’re back swinging this week with all sorts of news.

Firstly, we dive into Pilbara Minerals (PLS) huge expansion plans, before getting into some juicy news on the pending Karora (KRR.t) Westgold (WGX) deal.

It’s then over to uranium land with Paladin (PDN) announcing a potential deal, rumoured to be Fission (FCU.t).

We wrap things up with Tianqi’s disgust at the Chilean regulator following SQM-Codelco Atacama deal.

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)Introduction

(0:01:59)Pilbara look to go all out

(0:14:10)Karora reveal takeover offers

(0:32:39)Regis/IGO vs South 32

(0:37:48)Paladin rumoured to buy Fission

(0:48:19)Tianqi disgusted with Chilean regulator

We’ve got a belter of a weekend special here, Daniel “Dingo” Harangozo and Sammy Berridge on the show.

While Sammy is a familiar face to the Money Miners, we’ve pulled Dingo on for his debut, to pick the brains of a first rate investor in the natural resources space.

We had a blast chatting through everything under the sun, from uranium to lithium, Australian energy through to PGMs and all that sits 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:

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.

(0:00:00)Introduction

(0:01:18)Bauxite, Alumina & Aluminium

(0:13:56)Indonesian Nickel Laterite misconceptions

(0:17:26)WA Energy policy

(0:31:13)Baseload Nuclear

(0:40:57)Battery Metals

(0:51:29)Dingo's Manganese interest

(0:57:48)Commodity price torque

(0:58:57)WA Gold

(1:07:27)Northern Star

(1:14:21)East coast Gas

(1:20:32)Dingo n Tin

(1:26:27)Infrastructure long regions

It’s all happening today, with the nuclear debate ramping up and going mainstream naturally getting us chatting.

MinRes (MIN) dropped a late one yesterday, shutting down their Yilgarn iron ore operations plus we got Ahmad on for a special chat about Queensland copper, and a potential “discovery” by Anglo.

Resolute (RSG) re-wrote some of the terms of their Ravenswood sale which sees some cash coming in the door, and Rox (RXL) updated the market on their recoveries at Youanmi.

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)Introduction

(0:02:08)Nuclear goes mainstream

(0:18:43)MinRes flick off Yilgarn

(0:29:33)Have Anglo made a discovery?

(0:41:38)Resolute lock in cash

(0:48:20)How refractory is Rox's Youanmi?

This is a different episode today. It’s a bonus episode after all.

When we were in Sydney, we asked Livewire’s Co-Founder, James Marlay, if he would be kind enough to let us ask him about his experience building and growing the business. He kindly said yes.

As we build Money of Mine, we look at leading digital media businesses like Livewire to learn everything we can. In a short period of time, Livewire became the go-to site to discover the views of Australia’s leading fund managers. We have always been impressed with their product. And when you listen to the way James thinks about the business, he’s an example to us about maintaining integrity along the way.

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

(0:00:00)Introduction

(0:02:34)Pre-Livewire days

(0:10:05)Initial thought of starting Livewire

(0:14:48)The first year

(0:20:32)How did you start making money?

(0:27:05)Website or no Website?

(0:29:50)Creating exclusivity

(0:38:35)Market Index acquisition

(0:46:39)The vision

(0:50:50)Who is riskier out James and Tom?

(0:51:57)What will Market Index bring?

(0:52:57)What's the end-game?

We kickstart the show looking to identify the seller of over $1b of FMG stock.

Then, it’s a dive into Niger to get up to see on how geopolitical events are shaping European uranium demand, before we pick apart Beach Energy’s (BPT) new direction.

Lastly, we discuss three open pit gold projects (GMD, AUC, SGD.t) and see how each stacks up.

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, LinkedIn & Instagram

(0:00:00)Introduction

(0:01:53)Who's dumping FMG?

(0:05:21)How Niger is shaping uranium demand

(0:24:46)Are Beach on the right track?

(0:37:52)Comparing Genesis, Ausgold & Snowline Gold