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


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 1

Director, Head of Research, Smartkarma

Pranav Rao

Director, Head of Research

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Event-Driven

<ul>
<li>Welcome to Curator’s Cut, a fortnightly roundup of standout themes from the 1,000+ Insights published over the past two weeks on Smartkarma</li>
<li>In this cut, we review the global focus on critical minerals, how ASEAN's digital economy can grow amidst political uncertainty, and how IT services have fared with AI</li>
<li>Want to dig deeper? Comment or message with the themes you’d like to see highlighted next</li>
</ul>


Welcome to Curator’s Cut, a fortnightly roundup of standout themes from the 1,000+ Insights published over the past two weeks on Smartkarma
In this cut, we review the global focus on critical minerals, how ASEAN's digital economy can grow amidst political uncertainty, and how IT services have fared with AI
Want to dig deeper? Comment or message with the themes you’d like to see highlighted next


Curator's Cut: Critical Minerals' Rise, SEA's Digital Promise & IT Services in Flux

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Key points (machine generated)<ul><li>Metals X's share price increased from AUD 0.22 in July 2021 to AUD 0.54, peaking at AUD 0.75 in April 2022 due to rising tin prices.</li><li>As one of only two listed tin miners in a Western jurisdiction, Metals X presents a unique investment opportunity despite facing challenges like a complex corporate structure and reliance on a single mine.</li><li>Recent share price changes and corporate actions suggest a potential for re-rating, making Metals X an attractive investment despite existing risks.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)Metals X's share price increased from AUD 0.22 in July 2021 to AUD 0.54, peaking at AUD 0.75 in April 2022 due to rising tin prices.As one of only two listed tin miners in a Western jurisdiction, Metals X presents a unique investment opportunity despite facing challenges like a complex corporate structure and reliance on a single mine.Recent share price changes and corporate actions suggest a potential for re-rating, making Metals X an attractive investment despite existing risks.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Cross Asset Strategy

<ul>
<li>A review of 2025 performance for the major asset classes and sectors we follow</li>
<li>An outline summary of our current 2026 investment  ideas and themes</li>
<li>We make some changes in the allocations between commodity sectors</li>
</ul>


A review of 2025 performance for the major asset classes and sectors we follow
An outline summary of our current 2026 investment  ideas and themes
We make some changes in the allocations between commodity sectors


Australia

Metals X Limited operates as a diversified resource company. The Company mines, develops, and explores copper, nickel, cobalt, and other metals. Metals X serves customers in Australia.

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Metals X Ltd (MLX 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 1

US/Oz have signed The Critical Minerals Framework -commits the countries to invest more than $3 B over 6 months jointly and supports a pipeline of...

Rikki Malik

Curator's Cut: Critical Minerals' Rise, SEA's Digital Promise & IT Services in Flux

In this cut, we review the global focus on critical minerals, how ASEAN's digital economy can grow amidst political uncertainty, and how IT...

Pranav Rao

Metals X (MLX) - Monday, Jul 7, 2025

Metals X's share price has risen from AUD 0.22 to AUD 0.54, presenting a unique investment opportunity despite challenges, with potential catalysts...

Value Investors Club (VIC)

Major 2026 Investment Themes

A review of 2025 performance and current 2026 investment ideas, including some changes in our commodity sector allocations.

Rikki Malik

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

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 1

US/Oz have signed The Critical Minerals Framework -commits the countries to invest more than $3 B over 6 months jointly and supports a pipeline of...

Rikki Malik

Curator's Cut: Critical Minerals' Rise, SEA's Digital Promise & IT Services in Flux

In this cut, we review the global focus on critical minerals, how ASEAN's digital economy can grow amidst political uncertainty, and how IT...

Pranav Rao

Metals X (MLX) - Monday, Jul 7, 2025

Metals X's share price has risen from AUD 0.22 to AUD 0.54, presenting a unique investment opportunity despite challenges, with potential catalysts...

Value Investors Club (VIC)

Major 2026 Investment Themes

​A review of 2025 performance and current 2026 investment ideas, including some changes in our commodity sector allocations.

Rikki Malik

A review of 2025 performance and current 2026 investment ideas, including some changes in our commodity sector allocations.