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 Capital Markets

Bellevue Gold Limited operates as a mining company. The Company engages in the exploration and development of gold mines. Bellevue Gold serves customers in Australia.

<ul><li>Bellevue is raising capital through a placement and share purchase plan at a discount to the last close</li><li>The purpose of the capital raise is to pay off debt and fund future growth, with operational pressure and hedges in place</li><li>The company is shifting to a long-term growth story, with guidance for increased production and costs going forward</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Bellevue is raising capital through a placement and share purchase plan at a discount to the last closeThe purpose of the capital raise is to pay off debt and fund future growth, with operational pressure and hedges in placeThe company is shifting to a long-term growth story, with guidance for increased production and costs going forwardThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Commodities

Coal is a combustible black or brownish-black sedimentary rock usually occurring in rock strata in layers or veins called coal beds or coal seams. The harder forms, such as anthracite coal, can be regarded as metamorphic rock because of later exposure to elevated temperature and pressure. Coal is composed primarily of carbon along with variable quantities of other elements, chiefly hydrogen, sulfur, oxygen, and nitrogen. A fossil fuel, coal forms when dead plant matter is converted into peat, which in turn is converted into lignite, then sub-bituminous coal, after that bituminous coal, and lastly anthracite. This involves biological and geological processes that take place over a long period.

<ul><li>Recent changes in Canada's M&amp;A rules have restricted critical metal companies from selling to Chinese investors</li><li>Chinese investors have played a key role in funding the exploration and development of copper porphyries, which are vital for global production</li><li>The uncertainty caused by these rules may lead companies to relocate outside of Canada, potentially harming the country's mining industry and economy</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Recent changes in Canada's M&amp;A rules have restricted critical metal companies from selling to Chinese investorsChinese investors have played a key role in funding the exploration and development of copper porphyries, which are vital for global productionThe uncertainty caused by these rules may lead companies to relocate outside of Canada, potentially harming the country's mining industry and economyThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Warren Irwin on Uranium, Canada & Contrarian Opportunities

Copper is a chemical element with symbol Cu (from Latin: cuprum) and atomic number 29. It is a soft, malleable and ductile metal with very high thermal and electrical conductivity. A freshly exposed surface of pure copper has a reddish-orange color. It is used as a conductor of heat and electricity, as a building material and as a constituent of various metal alloys, such as Sterling silver used in jewelry, cupronickel used to make marine hardware and coins and constantan used in strain gauges and thermocouples for temperature measurement.

<ul><li>BHP and Lundin rumored to be considering a joint bid for Filo Mining in the Vicuna district, an emerging copper super district in Chile and Argentina.</li><li>Lundin Mining owns the most advanced project, Jose Maria, in the region which is permitted and fid ready.</li><li>Argentina now has a supportive business regime, making it an optimal time for development in the region. Lundin Group retains a 33% stake in Filo while BHP owns a 6% stake.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

BHP and Lundin rumored to be considering a joint bid for Filo Mining in the Vicuna district, an emerging copper super district in Chile and Argentina.Lundin Mining owns the most advanced project, Jose Maria, in the region which is permitted and fid ready.Argentina now has a supportive business regime, making it an optimal time for development in the region. Lundin Group retains a 33% stake in Filo while BHP owns a 6% stake.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Thematic (Sector/Industry)

<ul><li>News out of Kazakhstan regarding increased mineral extraction tax for uranium mining</li><li>Impact on global uranium supply and term pricing</li><li>Uranium equities in Australia experiencing significant price increase</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

News out of Kazakhstan regarding increased mineral extraction tax for uranium miningImpact on global uranium supply and term pricingUranium equities in Australia experiencing significant price increaseThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

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>WA gold explorers and developers are struggling in the market compared to producers</li><li>Value gap between explorers/developers and producers has widened, with little progress in projects</li><li>Cash balances are dwindling for many companies, raising questions for investors about the incentive to fund them</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

WA gold explorers and developers are struggling in the market compared to producersValue gap between explorers/developers and producers has widened, with little progress in projectsCash balances are dwindling for many companies, raising questions for investors about the incentive to fund themThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

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

CONFIRMED: Bellevue raising

Bellevue is raising capital through a placement and share purchase plan at a discount to the last close. The purpose of the capital raise is to pay...

Money of Mine

Warren Irwin on Uranium, Canada & Contrarian Opportunities

Overall, the global outlook for the natural resource industry, particularly in Canada, is being impacted by resource nationalism and M&A rules

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Mega Copper M&A Manoeuvres

BHP and Lundin may team up for a joint bid on Filo Mining, driving up Filo's share price as the Vicuna district in Argentina proves to be a...

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Uranium Stocks Surge on Kazakh Taxes

Kazakhstan increases uranium mining tax, impacting global supply and pricing, leading to surging Australian uranium equities and a decline in...

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Is this the Death of Gold Developers?

Mike Bevan's podcast is recommended and discusses the challenges facing WA gold explorers and developers, with parallels to the Orecorp saga and a...

Money of Mine