My yesterday comment re China solid energy approach, hence ability to produce lots of aluminum, combined with the criticism of current AU antinuclear energy policy... has been DELETED! 😡🤬🤬

Don't simply retire from something; have something to retire to. Start saving, keep saving, and stick to investments..

Good to have you lot (next time, Matty!) coming to SA for the Indaba! Speaking of South Africa, any plans to start shipping MoM t-shirts this side any time soon? :( Been wanting to get a t-shirt for a while!

The scarcity of enrichment capacity now that Russia has banned the sale of enrichment services to the US will led to overfeeding, this requires more feed stock for a given amount of LEU . Basically faster enrichment but lower yields per lb fed in. A bonus to any to company that can process the so called depleted Uranium to extract the remaining U235 that is left behind, like Silex plans to do

So it brings forward mining supply because western enrichers have to provide it up front. I would also would have thought SWU rates would have to be increased as well so that would be greater amount of yellow cake needed. Nigeria is also courting Russia to take over uranium mining.

awesome polar bear cap Trav

AFM

😂 LOL best thumbnail 😂

Good for our investments. Russia is super resilient. Just became the fourth largest economy by GDP PPP terms. Insane how those sanctions backfired hard and ruined the EU

Cash box is what my girlfriend calls my boxers

I think every western country should just pull out of all African countries and leave them to do it all themselves. Too risky, not worth it. There is plenty of other land in friendly tier 1 nations.

Russia export ban will be reversed as soon as Putin's employee gets inaugurated!

Thanks

Quick question. Is that Brewdog in Murarrie Brisbane?

You've got to go to the DRC. Do a real story on AVZ.

I wonder if china tarrifs might be good for Aussie consumers as the cheep Chinese goods will have to go somewhere… if not USA?? Is this too simplistic.??

Great to see uranium stocks up and i hope Paladin can finalise the Fission takeover soon. Then we should see a real hike…….ding ding……i bought Paladin last week.

I would steer well clear of activism

Stick to your guns on that one Trav, there is no way that Bald Hill could be up and running in 4-6 weeks from C&M at nameplate capacity, that's a delusional timeframe as they couldn't even get the medicals done for the new hires or rehires in that timeframe, get a contractor to reopen the camp, even if you emptied all your other operations of skilled personnel and shut them down there would also be training involved and all the other subcontractors to mobilize to site. Restoration of haul roads and access to pit would take time also.

66%

The Australian mining industry has never learnt a single lesson from endless cycles of boom and bust. It is still sleepwalking, living in the dream of green scam.

There are a lot of crocs in the Australian mining industry. A clear message to retail investors: stay away from ASX mining and exploration stocks.

So a lot of uranium stocks are over 50% below the high. At what point do you consider the bull market to be over?

Interesting story about the LTR underground Li project, high grading it and not doing paste fill early = they are going to "Nifty" the orebody and deplete all the best grades during the commodity slump and then be scrambling for sterilized ore and grade if/when the commodity price improves. Current management won't be around then all those chickens come home to roost. Given its a brand new operation they could have been more imaginative and cut corporate overhead costs, keep the mine plan intact, and mine the thing at half speed with 1 week of mining and then 1 week of processing, saves on labour costs and uses existing infrastructure and that way everything is maintained and puts less Li into the market and allows the market to get more into balance, and give themselves more time to see what happens with the commodity price. Also gives them the option of returning to full production quickly rather than switching everything off, and letting it rust and degrade over time, and then get caught out trying to restart in the next Li boom.

You guys should get cross border capital on. He has quite a bit of interview on KZbin and provides a lot of value. He goes into detail with data of how gold has a very strong correlation with the global money supply. X8 since around 2020.

Next will be Wodgina then MTM mark my words

Pissing down here on Aussies Eastern Island. Great day to be inside watching this latest poddy. A real good one. Great mix of macro , History , and Company insights.I'd be real grateful if someone can reply with those Book references for follow up? Thanks for what you do; cheers

Love when Matty gets excited!:)

What a fantastic episode. Thank you

Cauldron Uranium - sent two emails yonks ago that they haven’t the time to respond to so stuff em

Paladin will do what they did last time. When it all goes belly up they will cancel 92% of retail investors shares and hand them over to their tier 1 creditors (mates). they love debt. Oooh, almost forgot! then they will compulsorily acquire the rest of the retail shareholders non marketable parcels for next to nix.

Make an episode on Silver commodity.

Keep thinking that dart board is a bit low 😂

Enjoying this

Thoughts on PEN implosion?

Thanks😊

Can you please do an article on why Calidus failed? What when wrong? What can we learn from this?

Use to vote all the time….when they use to send ‘reply paid envelopes’. Now you have to use a ‘QR’ code, etc😢

What happened to your shirt JD? - wearing it inside out?

Negative Nelly Trave. I thinks is got a certain ring.

Go to China, boys! Get on the road and see who you can chat to about lithium and the supply and value chains;)...i dear you...

Speaking of LAC I wonder how Joe Lowry is doing

Some Lithium stocks went up last night in the US before the announcement SGM and LAC

Thanks trav for min coverage

Yep Matt or his buddy Cormac

Talk about talon Metals more.. trump and Elon

PTN up 8.48% today.

KCN: AISC is high because of the roughly 20% Thai royalties.

Nice work on KCN. Some additional facts: Chair and founder owns 10m shares. The "big bonus" of $250k is very modest when considered in context of what they're paid versus direct peers (<50% less than average). They took massive pay cut during shut down for +5 years. They have negotiated significant concessions over existing pit design and pegged the best bits of entire Thailand gold belt. The shut down was generated by very small group of activists trying to bribe company. They refused to have their blood tested and were seen by Thai courts to be unreliable characters. Thai time (delays) in approvals has been biggest issue rather than KCN ability to make this a profitable mine.

Paladin is not looking good on the charts, and the fundamentals in the short term are also weak. The water issue in Namibia and the matters surrounding the acquisition of Canada's Fission Uranium are hitting the stock hard. However, on the bright side, most of the long-term fundamentals still seem intact. The uranium supply outlook remains positive for the company, and its financials are also looking solid. Additionally, with big tech companies increasingly turning their attention to nuclear energy as a source of power, this should continue to support a positive outlook for the commodity. I believe that most of the current challenges are impacting individual investors more than the heavyweight institutional investors.