Jan. 26, 2024

Our Thoughts on Owing the Rock, Certain Commodities & AISC (Unscripted Q&A)

We’ve got a new style of show for the Money Miners this long weekend, an unscripted Q&A!

All the questions served up today came directly from listeners, allowing us to dive into what we look for in companies, certain red flags, some mining investing 101 plus a whole heap more.

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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McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts

 

Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities

 

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TIMESTAMPS

(0:00:00)Introduction

(0:01:13)What is Australia the best country in the world?

(0:04:07)Who has saved Adriatic?

(0:06:06)What to look for in a mining company

(0:11:52)Should companies report their Trade, Debtors and Creditors in Quarterlies?

(0:13:09)Should AISC be binned?

(0:17:44)Thoughts on commodity price forecasts

(0:21:38)Mining terminology

(0:25:28)Nickel and Cobalt in EV batteries

(0:31:31)Owning the rock (ChrisGina)

(0:37:33)What's going on at Bellevue?

(0:43:28)Will the broader market wake up to Coal yields?

(0:45:23)The MoM bookshelf

(0:47:48)Favourite vape flavour

(0:49:00)Learrning in 2024

(0:51:15)Is there anything Ally GC misses about banking?

(0:51:35)Do we class this as a job?

(0:55:31)Matty wants to be a MD