Breaking Down the Mining News of the Day, Money of Mine

Money of Mine

Breaking Down the Mining News of the Day

An ex-underground miner, an ex-investment banker, and an ex-equity research guy breaking down the mining news of the day. It's a bit of entertainment, information, and occasionally some alpha.

Thematic (Sector/Industry)

<ul><li>Discussion of major gold news in the market, including departures at Barrick and Newmont and China's involvement</li><li>Interview with Jeff Quartermain about Perseus's journey in the gold market and his decision to step down</li><li>Comparison of valuation landscape during Quartermain's tenure at Perseus with current challenges in acquiring projects at a reasonable cost</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Discussion of major gold news in the market, including departures at Barrick and Newmont and China's involvementInterview with Jeff Quartermain about Perseus's journey in the gold market and his decision to step downComparison of valuation landscape during Quartermain's tenure at Perseus with current challenges in acquiring projects at a reasonable costThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Gold Soars & China Corners BHP (Jeff Quartermaine)

<ul><li>Mr. Kerr's focus on resources in Australia and surprises in the industry, including BHP Anglo's moves and Liontown's share value drop</li><li>Corporate governance issues with Andrew Forrest and Fortescue, including concessions on hydrogen targets</li><li>Challenges in the hydrogen and lithium sectors, such as BP's Australian renewable energy hub proposal and Rio Tinto's large investment</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Mr. Kerr's focus on resources in Australia and surprises in the industry, including BHP Anglo's moves and Liontown's share value dropCorporate governance issues with Andrew Forrest and Fortescue, including concessions on hydrogen targetsChallenges in the hydrogen and lithium sectors, such as BP's Australian renewable energy hub proposal and Rio Tinto's large investmentThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Biggest Mining stories of 2024 – AFR’s Peter Ker

<ul><li>BHP bullish on copper, bearish on iron ore due to buying Filo with Lundeens</li><li>FMG share price down nearly 40% with export volumes shrinking and rising costs in WA operations</li><li>Iron ore prices break below $100/ton for the first time in a while, China steelmaker Jiangsu DeLong facing counterparty risk and property market struggles due to lack of demand and unfinished projects</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

BHP bullish on copper, bearish on iron ore due to buying Filo with LundeensFMG share price down nearly 40% with export volumes shrinking and rising costs in WA operationsIron ore prices break below $100/ton for the first time in a while, China steelmaker Jiangsu DeLong facing counterparty risk and property market struggles due to lack of demand and unfinished projectsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Largest Acquisition of an Undeveloped Project in Decades

Commodities

<ul><li>Recent changes in Canada's M&amp;A rules have restricted critical metal companies from selling to Chinese investors</li><li>Chinese investors have played a key role in funding the exploration and development of copper porphyries, which are vital for global production</li><li>The uncertainty caused by these rules may lead companies to relocate outside of Canada, potentially harming the country's mining industry and economy</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Recent changes in Canada's M&amp;A rules have restricted critical metal companies from selling to Chinese investorsChinese investors have played a key role in funding the exploration and development of copper porphyries, which are vital for global productionThe uncertainty caused by these rules may lead companies to relocate outside of Canada, potentially harming the country's mining industry and economyThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Warren Irwin on Uranium, Canada & Contrarian Opportunities

<ul><li>BHP and Lundin rumored to be considering a joint bid for Filo Mining in the Vicuna district, an emerging copper super district in Chile and Argentina.</li><li>Lundin Mining owns the most advanced project, Jose Maria, in the region which is permitted and fid ready.</li><li>Argentina now has a supportive business regime, making it an optimal time for development in the region. Lundin Group retains a 33% stake in Filo while BHP owns a 6% stake.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

BHP and Lundin rumored to be considering a joint bid for Filo Mining in the Vicuna district, an emerging copper super district in Chile and Argentina.Lundin Mining owns the most advanced project, Jose Maria, in the region which is permitted and fid ready.Argentina now has a supportive business regime, making it an optimal time for development in the region. Lundin Group retains a 33% stake in Filo while BHP owns a 6% stake.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Australia

BHP Billiton Limited is an international resources company.  The Company's principal business lines are mineral exploration and production, including coal, iron ore, gold, titanium, ferroalloys, nickel and copper concentrate, as well as petroleum exploration, production, and refining.  Dually-listed company with BLT LN.

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BHP Group Ltd (BHP US)

Gold Soars & China Corners BHP (Jeff Quartermaine)

This week's gold news includes departures at Barrick and Newmont, China's involvement in the market, and a discussion of Perseus CEO Jeff...

Money of Mine

Biggest Mining stories of 2024 – AFR’s Peter Ker

Mr. Kerr focuses on resources, BHP Anglo makes surprising move in 2024, battery metal slump impacts Lion Town and Nickel West, Minray and Andrew...

Money of Mine

The Largest Acquisition of an Undeveloped Project in Decades

BHP bullish on copper but bearish on iron ore, FMG experiencing block trades and share price decrease, uncertainty in future projects and executive...

Money of Mine

Warren Irwin on Uranium, Canada & Contrarian Opportunities

Overall, the global outlook for the natural resource industry, particularly in Canada, is being impacted by resource nationalism and M&A rules

Money of Mine

Mega Copper M&A Manoeuvres

BHP and Lundin may team up for a joint bid on Filo Mining, driving up Filo's share price as the Vicuna district in Argentina proves to be a...

Money of Mine

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Market Cap (USDm)

P/E

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