Commodities Crunch Time – What’s Hot & What’s Not! | Daily Mining Show
5.5 هزار بار بازدید -
7 ماه پیش
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Money of Mine is back!We’ve
Money of Mine is back!
We’ve got a massive first episode of 2024 for the Money Miners.
First up we get into the big commodity price movements and importantly what impacts this has had on operations across the country. We’re talking nickel, lithium and uranium.
Alcoa made some waves last week with the curtailment of their Kwinana operations which we breakdown, as well as the related implications for WA onshore gas.
Pilbara Minerals we’re next up with their offtake agreement expansion with Ganfeng plus we couldn’t help but discuss the huge short position on the company.
We then spoke about a couple hot IPO’s that caught our eye before diving into everything else that’s been on our radar, including: CZR’s Robe Mesa sale, G1A’s strategic review, ASIC’s new balance sheet focus, Codelco’s bad year, Telfer going on hold, Endeavour booting their CEO, Santos’ court win & SilverCorp’s renewed OreCorp takeover attempt.
Thank you to our Podcast Partners:
InvestorHub - The go-to Digital Platform shaking up the Investor Relations industry
https://investorhub.com/
[email protected]
DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries
https://www.dsiunderground.com/
Terra Capital – Specialist Investment manager in the natural resources sector
https://terracapital.com.au/
K-Drill – Safe, reliable, and productive surface RC drilling
https://www.k-drill.com.au/
McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts
https://www.mmts.net.au/
Brooks Airways – Perth’s leading charter flight operators
https://www.brooksairways.com/
KCA Site Services – Underground Mining machine hire for IT’s, Normet’s, Trucks, and more
https://kcasiteservices.com.au/
Future Proof Consulting - Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities
https://futureproofconsulting.com.au/
Anytime Exploration Services - Exploration workers, equipment, core cutting/storage plus much more
https://www.anytimeexplorationservice...
-------------------------------
Buy your Money of Mine merch at https://bf3b61-2.myshopify.com/
FOLLOW US
Join our Money Miner Facebook Group:
- Facebook Group: https://tinyurl.com/yxhph4fw
Sign-up for our Weekly Newsletter:
- Hooteroo Herald: https://tinyurl.com/2ywx936s
Subscribe to our podcast wherever you listen to them:
- Spotify: https://tinyurl.com/vc9anake
- iTunes: https://tinyurl.com/bdfuhumy
- Google Podcasts: https://tinyurl.com/4rm5wk6b
Follow us on all social platforms to stay up-to-date:
- Twitter: https://tinyurl.com/5a6ufw9c
- Instagram: https://tinyurl.com/2p9p4xpd
- LinkedIn: https://tinyurl.com/kvszkse3
- Facebook: https://tinyurl.com/yck4vx9p
We have personal Twitter accounts you can follow too:
- Matty: Twitter: mattymikals
- JD: Twitter: JDmoneyofmine
- Trav: Twitter: TRAVmoneyofmine
-------------------------------
CHAPTERS
0:00:00 Preview
0:00:00 Introduction
0:01:14 How companies can get better investor engagement
0:03:30 Commodity price movements
0:04:01 Nickel operations hit hard times
0:09:47 Lithium prices falling like a stone
0:14:45 Uranium on fire
0:20:36 Alcoa turns off Kwinana refinery
0:24:01 WA domestic gas implications
0:25:28 Pilbara Minerals MUCH anticipated quarterly
0:30:02 Is the IPO window open?
0:41:13 The Round Up: CZR, G1A, ASIC, Codelco, Telfer, Endeavour, STO & ORR
-------------------------------
DISCLAIMER
All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.
We’ve got a massive first episode of 2024 for the Money Miners.
First up we get into the big commodity price movements and importantly what impacts this has had on operations across the country. We’re talking nickel, lithium and uranium.
Alcoa made some waves last week with the curtailment of their Kwinana operations which we breakdown, as well as the related implications for WA onshore gas.
Pilbara Minerals we’re next up with their offtake agreement expansion with Ganfeng plus we couldn’t help but discuss the huge short position on the company.
We then spoke about a couple hot IPO’s that caught our eye before diving into everything else that’s been on our radar, including: CZR’s Robe Mesa sale, G1A’s strategic review, ASIC’s new balance sheet focus, Codelco’s bad year, Telfer going on hold, Endeavour booting their CEO, Santos’ court win & SilverCorp’s renewed OreCorp takeover attempt.
Thank you to our Podcast Partners:
InvestorHub - The go-to Digital Platform shaking up the Investor Relations industry
https://investorhub.com/
[email protected]
DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries
https://www.dsiunderground.com/
Terra Capital – Specialist Investment manager in the natural resources sector
https://terracapital.com.au/
K-Drill – Safe, reliable, and productive surface RC drilling
https://www.k-drill.com.au/
McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts
https://www.mmts.net.au/
Brooks Airways – Perth’s leading charter flight operators
https://www.brooksairways.com/
KCA Site Services – Underground Mining machine hire for IT’s, Normet’s, Trucks, and more
https://kcasiteservices.com.au/
Future Proof Consulting - Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities
https://futureproofconsulting.com.au/
Anytime Exploration Services - Exploration workers, equipment, core cutting/storage plus much more
https://www.anytimeexplorationservice...
-------------------------------
Buy your Money of Mine merch at https://bf3b61-2.myshopify.com/
FOLLOW US
Join our Money Miner Facebook Group:
- Facebook Group: https://tinyurl.com/yxhph4fw
Sign-up for our Weekly Newsletter:
- Hooteroo Herald: https://tinyurl.com/2ywx936s
Subscribe to our podcast wherever you listen to them:
- Spotify: https://tinyurl.com/vc9anake
- iTunes: https://tinyurl.com/bdfuhumy
- Google Podcasts: https://tinyurl.com/4rm5wk6b
Follow us on all social platforms to stay up-to-date:
- Twitter: https://tinyurl.com/5a6ufw9c
- Instagram: https://tinyurl.com/2p9p4xpd
- LinkedIn: https://tinyurl.com/kvszkse3
- Facebook: https://tinyurl.com/yck4vx9p
We have personal Twitter accounts you can follow too:
- Matty: Twitter: mattymikals
- JD: Twitter: JDmoneyofmine
- Trav: Twitter: TRAVmoneyofmine
-------------------------------
CHAPTERS
0:00:00 Preview
0:00:00 Introduction
0:01:14 How companies can get better investor engagement
0:03:30 Commodity price movements
0:04:01 Nickel operations hit hard times
0:09:47 Lithium prices falling like a stone
0:14:45 Uranium on fire
0:20:36 Alcoa turns off Kwinana refinery
0:24:01 WA domestic gas implications
0:25:28 Pilbara Minerals MUCH anticipated quarterly
0:30:02 Is the IPO window open?
0:41:13 The Round Up: CZR, G1A, ASIC, Codelco, Telfer, Endeavour, STO & ORR
-------------------------------
DISCLAIMER
All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.
7 ماه پیش
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