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>Metals X shareholder and non-executive chair of Mount Gibson interviewed about the company's journey and capital allocation</li>
<li>Discusses turning around Metals X from a complicated company with distressed assets to a streamlined operation with focus on tin asset</li>
<li>Successfully sold off Nifty and Wingona Nickel Cobalt assets, spun off Wingollina into a separate listed company, and retained convertible notes for return on investment</li>
</ul>
<p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>


Metals X shareholder and non-executive chair of Mount Gibson interviewed about the company's journey and capital allocation
Discusses turning around Metals X from a complicated company with distressed assets to a streamlined operation with focus on tin asset
Successfully sold off Nifty and Wingona Nickel Cobalt assets, spun off Wingollina into a separate listed company, and retained convertible notes for return on investment

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

No Spin, Just Tin. Brett Smith on MetalsX and Every Tin Project

Asia L/S Equity PM/Macro/Thematic Idea Generation

Rikki Malik

Commodities

<ul>
<li>Critical Minerals Outside of China Will Command A Strategic Premium</li>
<li>As risk appetite in the mining sector increases, the biggest gains will be in the junior miners and exploration companies</li>
<li>We highlight eight companies as a basket of such miners which should benefit from these trends</li>
</ul>


Critical Minerals Outside of China Will Command A Strategic Premium
As risk appetite in the mining sector increases, the biggest gains will be in the junior miners and exploration companies
We highlight eight companies as a basket of such miners which should benefit from these trends


A Basket of High-Risk, High-Reward, Critical Metal Miners with Strategic Value - Pt 2

Australia

Elementos Limited is an Australian, ASX-listed diversified metals company, focused on the development of the Cleveland Province in Tasmania. Cleveland includes an advanced stage tin tailings, an open pit tin-copper, an underground tin-copper, and potential tungsten project. Elementos focuses on assets in low sovereign risk regions with established mining infrastructure.

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Elementos Ltd (ELT AU)

No Spin, Just Tin. Brett Smith on MetalsX and Every Tin Project

The interviewee led a successful restructuring of Metals X, selling off distressed assets and increasing market cap significantly.

Money of Mine

A Basket of High-Risk, High-Reward, Critical Metal Miners with Strategic Value - Pt 2

We look at the next 2 companies in the basket of strategic miners. Average performance of the basket over the last 2 weeks has been +12%

Rikki Malik

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