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.

Commodities

Gold is a chemical element with the symbol Au (from Latin: aurum) and the atomic number 79. In its purest form, it is a bright, slightly reddish yellow, dense, soft, malleable and ductile metal. Chemically, gold is a transition metal and a group 11 element. It is one of the least reactive chemical elements, and is solid under standard conditions. The metal therefore occurs often in free elemental (native) form, as nuggets or grains, in rocks, in veins and in alluvial deposits. It occurs in a solid solution series with the native element silver (as electrum) and also naturally alloyed with copper and palladium. Less commonly, it occurs in minerals as gold compounds, often with tellurium (gold tellurides).

<ul><li>Central banks have been buying gold since after the GFC to diversify from US Dollars, underpinning the market with tightness</li><li>Gold bull markets have been influenced by periods of conflict and economic stability, with central banks playing a significant role in influencing the price</li><li>The second gold bull market starting around 2000 saw the gold industry aggressively buying back their hedges, pushing the price up alongside central bank buying and market forces</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Central banks have been buying gold since after the GFC to diversify from US Dollars, underpinning the market with tightnessGold bull markets have been influenced by periods of conflict and economic stability, with central banks playing a significant role in influencing the priceThe second gold bull market starting around 2000 saw the gold industry aggressively buying back their hedges, pushing the price up alongside central bank buying and market forcesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Why The Mining Boom is Just Beginning (Hedley Widdup)

Equity Bottom-Up

Havilah Resources Limited is a mineral exploration company operating in Australia. The Company explores for gold and copper and other minerals through its projects which include the Mattaweara Project, Pematty Project and Parndana Project.

<ul><li>The speaker discusses their interest in an intriguing South Australian undeveloped copper stock called Havilah (HAV)</li><li>The speaker shares their initial encounter with the company in 2022 and their impression of its potential value and optionality of assets</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The speaker discusses their interest in an intriguing South Australian undeveloped copper stock called Havilah (HAV)The speaker shares their initial encounter with the company in 2022 and their impression of its potential value and optionality of assetsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Copper Sleeper that Nobody’s Watching (Anthony Kavanagh)

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.

<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

Lundin Mining Corporation is a diversified base metals mining company with operations in Chile, Portugal, Sweden, Spain and the United States, producing copper, zinc, lead and nickel. The Company holds interest in the Tenke Fungurume copper/cobalt mine in the Democratic Republic of Congo and a cobalt refinery located in Kokkola, Finland.

<ul><li>The Lundin family has a long history in the mining industry, with a focus on creating long-term value through exploration, building, and production.</li><li>They prioritize shareholder and stakeholder value, with a commitment to being responsible owners and staying invested in their projects until they see returns.</li><li>They emphasize the importance of enduring assets that can withstand multiple market cycles and provide opportunities for long-term success 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.

The Lundin family has a long history in the mining industry, with a focus on creating long-term value through exploration, building, and production.They prioritize shareholder and stakeholder value, with a commitment to being responsible owners and staying invested in their projects until they see returns.They emphasize the importance of enduring assets that can withstand multiple market cycles and provide opportunities for long-term success in the mining industry.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Sandstorm Gold Ltd. acquires gold purchase agreements with companies that have advanced stage development projects or operating mines.  The Company makes an upfront cash payment to its partners and receives the right to purchase a percentage of the gold produced, for the life of the mine, at a fixed price per ounce.

<ul><li>Sandstorm royalties acquired by Royal Gold, forming a new company</li><li>History of talks between Sandstorm and Royal Gold leading up to the acquisition</li><li>Benefits of consolidation in the royalty and streaming industry, highlighting the independence of underlying assets from management.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Sandstorm royalties acquired by Royal Gold, forming a new companyHistory of talks between Sandstorm and Royal Gold leading up to the acquisitionBenefits of consolidation in the royalty and streaming industry, highlighting the independence of underlying assets from management.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

From Royalties to Real Assets: Smallwood, Awram, and Jay Martin

Money of Mine
Breaking Down the Mining News of the Day
• Money of Mine

Why The Mining Boom is Just Beginning (Hedley Widdup)

Central banks purchasing gold as a diversification strategy has historically influenced gold prices and tightens the market, contributing to the...

Money of Mine

The Copper Sleeper that Nobody’s Watching (Anthony Kavanagh)

The speaker shares a story about an interesting thinker's insights on value creation, sparked by the deal with Sandfire and involving a new...

Money of Mine

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

The Lundin Legacy (Adam & Jack Lundin)

The Lundin family has a long-term approach to creating enduring mining assets such as Fruta del Norte and Vicuna district, focusing on exploration,...

Money of Mine

From Royalties to Real Assets: Smallwood, Awram, and Jay Martin

Sandstorm royalties acquired by Royal Gold, creating a new company, with discussions on royalties, asset lives, and MPVs, as well as potential for...

Money of Mine