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.

Equity Bottom-Up

<ul><li>Boss Energy has acquired a stake in Laramide, filling a gap in their listed investments</li><li>Laramide's flagship asset is the Westmoreland Uranium project in Queensland, with potential in New Mexico as well</li><li>Boss Energy's acquisitions suggest a shift in narrative towards exploring potential projects beyond just production</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Boss Energy has acquired a stake in Laramide, filling a gap in their listed investmentsLaramide's flagship asset is the Westmoreland Uranium project in Queensland, with potential in New Mexico as wellBoss Energy's acquisitions suggest a shift in narrative towards exploring potential projects beyond just productionThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Have investors overblown Cobre Panama’s risk?

<ul><li>Project quickly shut down by company, but still moving forward</li><li>Concerns about Chinese buying in Australia</li><li>Waiting on cost release for project, anticipating higher costs due to increase in uranium price</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Project quickly shut down by company, but still moving forwardConcerns about Chinese buying in AustraliaWaiting on cost release for project, anticipating higher costs due to increase in uranium priceThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Thematic (Sector/Industry)

<ul><li>Encore Energy experienced a significant drop in share price, down 46%, following a production miss and management change</li><li>The company had to use purchased uranium to fulfill contract obligations, leading to inventory challenges and production struggles</li><li>The appointment of a lawyer as acting CEO raised concerns among investors and highlighted the importance of strong leadership in the uranium industry.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Encore Energy experienced a significant drop in share price, down 46%, following a production miss and management changeThe company had to use purchased uranium to fulfill contract obligations, leading to inventory challenges and production strugglesThe appointment of a lawyer as acting CEO raised concerns among investors and highlighted the importance of strong leadership in the uranium industry.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

<ul><li>Mark Zeppner provided quick and helpful tips for the quarterly call</li><li>Boss Energy exceeded expectations on quarterly results, with lower costs and potential for future cost reduction</li><li>Short sellers may need to reconsider their positions due to positive outlook for Boss Energy</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Mark Zeppner provided quick and helpful tips for the quarterly callBoss Energy exceeded expectations on quarterly results, with lower costs and potential for future cost reductionShort sellers may need to reconsider their positions due to positive outlook for Boss EnergyThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Which miners are making bank this quarter?

<ul><li>Energy policy, particularly nuclear, is a hot topic in Australia with the dysfunctional energy market being a major concern.</li><li>The role of renewables and firming power (gas, hydro, batteries) is crucial in addressing energy issues.</li><li>State governments like New South Wales and Victoria are also making significant moves in the energy sector.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Energy policy, particularly nuclear, is a hot topic in Australia with the dysfunctional energy market being a major concern.The role of renewables and firming power (gas, hydro, batteries) is crucial in addressing energy issues.State governments like New South Wales and Victoria are also making significant moves in the energy sector.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

An unfiltered conversation with Jennifer Hewett

Australia

Boss Resources Limited operates as a mineral exploration company. The Company explores and develops uranium and base metal projects. Boss Resources serves customers in Namibia.

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Boss Energy (BOE AU)

Have investors overblown Cobre Panama’s risk?

Boss Energy has acquired a stake in Laramide, filling a gap in their listed investments Laramide's flagship asset is the Westmoreland Uranium...

Money of Mine

Boss Energy vs The Shorters… Who wins?

Company shut down quickly but operations are continuing, with concerns about Chinese buying in Australia, Yandel project failure, higher than...

Money of Mine

Has the market gone cold on miners?

The story highlights the challenges faced by Encore Energy in the mining industry, including production issues, management changes, and stock price...

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Which miners are making bank this quarter?

Mark Zeppner's tips helped Boss Energy achieve higher profits in the quarter, leading to a 15% increase in quarterly profits and positive analyst...

Money of Mine

An unfiltered conversation with Jennifer Hewett

In this podcast episode, longtime AFR columnist Jenny Hewitt discusses the hot topic of energy policy in Australia, including nuclear policy, the...

Money of Mine

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