Feb. 21, 2024

Are we at the Start of a Commodities Bull Market?

We kick things off today discussing the thoughts that Australia investing giant Phil King has on the resources sector before diving deep into the debacle at Horizonte Minerals (HZM.lse). 

Next up we’ll pull the curtain back on Iluka’s (ILU) Eneabba’s progress, which has seen capex blowout massively, then onto the cash printer Mt Gibson (MGX). 

We round off with the highlights from Silver Lake (SLR) and St Barbara (SBM).

All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.

 

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(0:00:00)Introduction

(0:01:05)Save your shareholders money 

(0:03:42)A testimonial from Andrew Rinehart 

(0:05:27)Phil King's on commodity markets

(0:14:05)Disaster at Horizonte Minerals

(0:26:56)What's Iluka's Eneabba worth

(0:37:39)Value trap Mt Gibson print cash

(0:40:10)Silver Lake go quiet on Sugar Zone

(0:42:42)St Barb's toss up their future