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>Shareholder activism emerging at Warriedar due to dissatisfaction with accepted deal</li><li>Significant drop in BOSS stock price following disappointing quarterly report and guidance update for FY26</li><li>Challenges in achieving nameplate capacity, specifically related to volume under leach, leading to increased costs and uncertainty for the company's future performance</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Shareholder activism emerging at Warriedar due to dissatisfaction with accepted dealSignificant drop in BOSS stock price following disappointing quarterly report and guidance update for FY26Challenges in achieving nameplate capacity, specifically related to volume under leach, leading to increased costs and uncertainty for the company's future performanceThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Horror Week for Boss, Greatland and Liontown

<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>Announcement of a free resource for money miners in the lithium space</li><li>Discussion about upcoming quarterly season and potential moves by Gina in Lion Town</li><li>Consideration of cash burns, balance sheet pressure, and potential takeover scenarios in the mining industry</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Announcement of a free resource for money miners in the lithium spaceDiscussion about upcoming quarterly season and potential moves by Gina in Lion TownConsideration of cash burns, balance sheet pressure, and potential takeover scenarios in the mining industryThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Miners on our Radar this Quarterly Season

Equity Bottom-Up

<ul><li>Lion Town mining services providing cost update for FY25</li><li>Operating costs expected to be AU$775 to AU$855 per dry metric ton of spod</li><li>All in sustaining costs projected to be AU$1,170 to AU$1,290 per ton, above current spot price</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Lion Town mining services providing cost update for FY25Operating costs expected to be AU$775 to AU$855 per dry metric ton of spodAll in sustaining costs projected to be AU$1,170 to AU$1,290 per ton, above current spot priceThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Event-Driven

<ul>
<li>Deterra has made a deal to acquire Trident Royalties, a UK listed royalty company, at a 42% premium to its undisturbed price</li>
<li>The deal includes assuming Trident's debt and will result in Deterra cutting its dividend payout ratio in half from FY 25 going forward, upsetting current shareholders</li>
<li>Deterra's fully frank dividends have attracted Australian institutional shareholders, who may be affected by the change in dividend policy and potential impact on share price</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Deterra has made a deal to acquire Trident Royalties, a UK listed royalty company, at a 42% premium to its undisturbed price
The deal includes assuming Trident's debt and will result in Deterra cutting its dividend payout ratio in half from FY 25 going forward, upsetting current shareholders
Deterra's fully frank dividends have attracted Australian institutional shareholders, who may be affected by the change in dividend policy and potential impact on share price

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

Australia

Liontown Resources Ltd. explores for and mines base metals.

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Liontown Resources (LTR AU)

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