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

Professional Special Situation Investor, TripleS Special Situation Investing

Triple S Special Situations Investing

Professional Special Situation Investor

TripleS Special Situation Investing

Professional Special Situation Investor with over 20 years of experience.

<ul><li>Tin is one of the world’s oldest industrial metals. Certain historians claim that the Roman invasion of Britain was due to the vast reserve of tin in Cornwall.</li><li>Yet, for most investors, tin barely registers on the commodity radar, even though it is one of only six metals that trade on the London Metal Exchange.</li><li>The market is clearly small, with just $8 billion in annual value, making it invisible to many institutional players.</li></ul>

Tin is one of the world’s oldest industrial metals. Certain historians claim that the Roman invasion of Britain was due to the vast reserve of tin in Cornwall.Yet, for most investors, tin barely registers on the commodity radar, even though it is one of only six metals that trade on the London Metal Exchange.The market is clearly small, with just $8 billion in annual value, making it invisible to many institutional players.

First Tin: Near Term Catalyst with a Ready Buyer for a Multi-Year, Multi-Bag

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

United Kingdom

First Tin is an ethical, reliable, and sustainable tin development company focused on bringing high-value, low-capex tin assets into production in Germany and Australia. The company aims to provide responsibly sourced tin, a critical metal for electronics, renewable energy systems, semiconductors, and advanced manufacturing. First Tin Plc was incorporated in 2012 and is based in London, United Kingdom.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

First Tin (1SN LN)

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

First Tin: Near Term Catalyst with a Ready Buyer for a Multi-Year, Multi-Bag

Tin is one of the world’s oldest industrial metals. Certain historians claim that the Roman invasion of Britain was due to the vast reserve of tin...

Triple S Special Situations Investing

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

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)