All Eyes on Predictive’s Bankan
39:45
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Lithium Winter Starting to Defrost?
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Which Goldies are making real cash?
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Liontown Shows Signs of Life
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We’re Back. And so are Mega Deals.
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$1.5B for a 4th Quartile Mine?
45:29
De Grey vs Spartan: Bush Math Battle
1:05:26
Пікірлер
@anemedlamini4821
@anemedlamini4821 4 сағат бұрын
re. Lifestyle companies.... Lol, I learned my lesson with Ionic Rare Earths (in my opinion). Jeez, that Tim guy appears on podcasts like they're going out of fashion (never mind the related-party transactions, etc). Disclaimer: I sold out of it a while ago, but yeah..
@steventaylor5283
@steventaylor5283 8 сағат бұрын
THANKS FROM AUSTRALIA
@asiatravel2010
@asiatravel2010 19 сағат бұрын
While you are at Indaba, please ask Cominiere stand to return tenement 13359 to AVZ minerals, which they illegally misappropriated and sold to Zijin Mining Co. Ask them about the multiple arbitration cases they have already lost, about about the more than $100k USD penalties daily that are being applied against the DRC as a result of their illegal actions and the DRC's refusal to instruct their SOE, Cominiere, to honor. That $100k/day is building the AVZ balance sheet, without even having to put shovels in the ground.
@MrMarket1
@MrMarket1 23 сағат бұрын
Great to see the guys alive and back
@MoneyofMine
@MoneyofMine 5 сағат бұрын
Recorded before they left cobba, still assumed to be alive.
@trtr316
@trtr316 Күн бұрын
Great stuff Matty
@jvodan
@jvodan Күн бұрын
I have enjoyed the beauty and the beast format over the last week
@Mmm-y5w8o
@Mmm-y5w8o Күн бұрын
Thanks more mining 101 from Matty would be appreciated It’s so interesting
@mwillz5
@mwillz5 Күн бұрын
Hi guys , re copper , I dont find the concept of consensus quite as scary as you guys. Other markets demonstrate consensus can be a good thing and can keep delivering. Look at NASDAQ indexes and the Mag 7+ , theyve been ( positive )consensus for 2-3 years , every quarter some analyst or another throws in a negative call because they say they want to get on the other side of consensus , and have lost out doing so. Sure that run will end but you'd want to benefit from it while it lasted wouldnt you. Future global copper requirements with power grid buildouts are well known. It seems a pretty safe play I feel.
@R420-h3z
@R420-h3z Күн бұрын
Wash their face??? Does it mean just break even??.?
@deborahcurtis1385
@deborahcurtis1385 Күн бұрын
Way too much vernacular and idioms often people don't know these expressions and have no idea what they're talking about. They could make it more accessible, but they want to make it casual and chatty for the WA mining investment crowd but people are coming at this from different levels of understanding. They don't want to be slowed down each time, but they could include 'terms used in this discussion' and 'companies referred to' in the information section. Then viewers can google the terms and the companies. It's a bit of homework for MoM but really would.help extend their reach and help people build their understanding. Expressions like 'wash your face for it,' or 'take a haircut' or' have some dry powder to deploy' are expressions in finance that can also be confounding. Just a bit of awareness when using, to say it another way really would help. Nothing to stop them using Plain English to say 'cash' for instance. or, it just means a bit of self-awareness and editing later to add "= cash" as a comment on the screen. The benefit of this would be massive to draw in the ordinary hapless punter and have then say with the channel.
@deborahcurtis1385
@deborahcurtis1385 Күн бұрын
*stay with the channel
@davo2225
@davo2225 Күн бұрын
I only listen for the ads. I nearly missed the K Drill one!
@MoneyofMine
@MoneyofMine Күн бұрын
Tricked everyone including the 1 person that just listens for the ads 🤣
@petertimp5416
@petertimp5416 Күн бұрын
Yep, really disappointed with selling MXR, as I couldn’t be bothered playing around with AAR
@petertimp5416
@petertimp5416 Күн бұрын
Australia loves holding itself back/down
@addictiveaussie
@addictiveaussie Күн бұрын
The US will default before Trump's term ends, there's no escaping it, and that's what the US long end is signalling, which is why the 10 year has all but ignored Powell's 3 moves. Double-digit yields here we come, it's the 70's all over again only with a debt default
@ghgggbhbhb3979
@ghgggbhbhb3979 Күн бұрын
BTU shocker earnings. Share px in the toilet. Coal px collapsing. Any thoughts?
@richarddobosz6174
@richarddobosz6174 Күн бұрын
Excellent thank you compulsory listening
@landedthemoney
@landedthemoney 2 күн бұрын
McGovern on MOM is the most random, unexpected guest ever
@deborahcurtis1385
@deborahcurtis1385 2 күн бұрын
I have no idea who he is or what they're mostly talking about. Lots of in jokes.
@trtr316
@trtr316 2 күн бұрын
You know its a slow day we dont need to listen to footy idiots from.perth zero zero zero correlation with any reaources. They kick a ball filled with air leave it at that
@trtr316
@trtr316 2 күн бұрын
Judd = zero returns
@franciscoyap5906
@franciscoyap5906 2 күн бұрын
I’m from the Philippines but living here in Melbourne. A lot of mining activities in the Philippines going at the moment plus a lot of beautiful woman as well,I take u there if u want boys and we have some fun.
@trtr316
@trtr316 2 күн бұрын
Fastest way to.loose your cash with rubbish trash pinoy women
@AusValue
@AusValue 2 күн бұрын
I’m living in the Phillipines, property and business rights are not a thing. The bureaucrats here take whatever they want from whoever they want. I have a friend here that got in trouble with police (accused of something they are not guilty of), the police forced her to open her phone and drained every bit of money she had. There is no legal recourse. It’s west Africa 2.0 but without the Africans
@skyhighvids
@skyhighvids 2 күн бұрын
Money of Mine, I need to unsubscribe here. Appreciate the work you have put in to the channel and 15k subs is nothing to gawk at for a few young guys - but there is just far too much waffle in your videos and not enough touching on the video title. 18 minutes into this video for example there has not been much (if any) of a mention of gold, which is what this video is pertaining to be about. Not trying to be harsh - just hope it's some constructive feedback. Good luck with the channel.
@MrMarket1
@MrMarket1 2 күн бұрын
Nothing I’d hate more than just droning on about the markets… if you want strictly research go read
@bozolito108
@bozolito108 2 күн бұрын
That’s what the ff button is for or simply look at the chapters they e provided FOR YOU to go directly to the subject matter you prefer.
@Simmo_AU
@Simmo_AU 2 күн бұрын
Skipping forward is hard
@Bullettrainchina
@Bullettrainchina Күн бұрын
Far from the finest episode. Just random chit-chat about not much at all
@neilsmithcreditmanager
@neilsmithcreditmanager 2 күн бұрын
The Philippines: where mining capital goes to die 😂
@trtr316
@trtr316 2 күн бұрын
@@neilsmithcreditmanager nah thats basically asia
@Jack-w5k4p
@Jack-w5k4p 2 күн бұрын
is this dude an accredited soothsayer ???
@haroldb6773
@haroldb6773 2 күн бұрын
Yes matty is
@johnwong8336
@johnwong8336 2 күн бұрын
BOSS ( BOE_) came back to life buddy!!
@trtr316
@trtr316 2 күн бұрын
Ph = sov risk off the charts
@AusValue
@AusValue 2 күн бұрын
I wouldn’t try to run an ice cream stall, don’t know why these people try to run gold mines in ph. Yeah sure good grades, but doesn’t mean much when it’s confiscated. Some parts of Ph make west Africa look like a tier 1 jurisdiction
@trtr316
@trtr316 2 күн бұрын
@AusValue mindanao, there is a real reason why despite being incredibly rich in many resources the country doesnt attract majors unlike indonesia. Its run by bandits and the locals are lazy and greedy all too hard everyone from.the barangay to marcos family will try to rip you off
@addictiveaussie
@addictiveaussie 2 күн бұрын
We are not, in that at the moment. The average price target after a breakout to new all-time high, from a multi-year consolidation is just on 100%. That puts gold at USD4000 just if we equal the median, and that may be exceeded by a large margin if this falls into the top one quarter of historical moves. Given that the multi-year consolidation was so significant, this will in all likelihood be one for the history books
@addictiveaussie
@addictiveaussie 2 күн бұрын
I'll put it another way. If this breakout stopped around here or even in the low 3's, it would place this breakout in the lower 1/3 of history. Given the global situation, I think we can forget that
@Simmo_AU
@Simmo_AU 2 күн бұрын
Final season? Cat on the bonce, and out of the bag apparently.
@badonkadonkskidz
@badonkadonkskidz 2 күн бұрын
Go catalyst go.
@marcuscrawford7212
@marcuscrawford7212 2 күн бұрын
Oooff - pulling no punches there, not on the S32 or BOE xmas card list now. S32 - Tier 1 mindset with Tier 2 assets and Tier 2 management. BOE - "best of a bad bunch"
@john-yn5nz
@john-yn5nz 2 күн бұрын
Grade rules ...high grades higher profit margin 90% times ..
@john-yn5nz
@john-yn5nz 2 күн бұрын
Gold's going to $5,000oz+ too much demand Banks need the teir-1 asset... back the broken financial system... One company you guys need to seriously look into is PNG spec gold play POK:ASX(100mill cap), looking likely to be the highest grade Gold eq producer going forward next decade+ the next K92 PNG Gold producer from micro-cap to USD $2Bill+
@richarddobosz6174
@richarddobosz6174 2 күн бұрын
Great presentation thank you compulsory listening
@lewiskerr9471
@lewiskerr9471 3 күн бұрын
Matty don't be surprised if this gold price is the new norm. 😉
@asiatravel2010
@asiatravel2010 3 күн бұрын
Do not trust Zijin Mining Co, criminal thieves infesting Africa with corruption and bribery, if you want to invest in any company with Zijin on the register (e.g. Predictive) , consider their current active theft on AVZ Minerals, understand that Zijin do not invest with mutual beneficial growth in mind, but to crush and shut out other investors from any project they have interest in. In the AVZ case, they have already lost several median sessions and are likely to be taken off the project entirely. Tread very, very carefully.
@scroggsie1
@scroggsie1 3 күн бұрын
Hopefully WA-1 could see some synergies with agrimin's DFS considering similar location, management and logistical challenges.
@StickyBandit239
@StickyBandit239 3 күн бұрын
WA1 is onto something special there with Luni. I believe a TO offer will come in later this year after a PFS is released. I dont think management will take this into production themselves
@richarddobosz6174
@richarddobosz6174 3 күн бұрын
Great presentation
@b4bmm
@b4bmm 4 күн бұрын
The headline figure of 230k oz for Montage (my largest position) is deceiving, watch out for a resource upgrade this Q where they have drilled 100k metres during 2024, which isn't much more than the drilling they have carried out to date. They are doing the same in 2025 and They will be over 300k oz p.a prior to production and closer to 400k oz in the first few years. WPM largest ever investment, their commentary on the acquisition is very interesting after conducting alot of due diligence in the project and the country. Lundin Gold makes sense to me as a buyer of PDI. They have very high script pricing and have a load of cash to take that project forward.
@damianmousley2098
@damianmousley2098 4 күн бұрын
I don’t think we are the top of the gold cycle by any stretch chaps…..
@JAlaricBrown
@JAlaricBrown 4 күн бұрын
Alara #boardroom engineering!
@Mmm-y5w8o
@Mmm-y5w8o 4 күн бұрын
Interesting all this middle of nowhere mining stuff How the crap did you learn all this stuff
@jimcowan2736
@jimcowan2736 4 күн бұрын
Another excellent interview. Thank you guys. keep 'em coming.
@MrMarket1
@MrMarket1 4 күн бұрын
😭 carrier pigeons
@jvodan
@jvodan 5 күн бұрын
tit for tat tariffs is just one big F$%k U circle.
@PeterSnodgrass-z2s
@PeterSnodgrass-z2s 5 күн бұрын
The idea of tariffs is to bring jobs back to the USA, each of those workers will be a tax payer and contributing to the total debt reduction through income tax.
@handlethejandal
@handlethejandal 5 күн бұрын
Wayne saying WGX prioritises free cashflow is a laugh.
@lillypond1061
@lillypond1061 5 күн бұрын
It is the govt.spending that is horrendous, just like ozland, useless politicians.
@MrJigarercivil
@MrJigarercivil 5 күн бұрын
Girl presenter has not much knowledge what to speak..bring 2 boys back 😂
@trtr316
@trtr316 5 күн бұрын
By the sounds of your correspondence fairly sure she is significantly more educated than you.
@lakey3117
@lakey3117 5 күн бұрын
I think she has you covered. You cannot even put a sentence together BOZO......
@trtr316
@trtr316 5 күн бұрын
@@lakey3117 thanks for the lesson #bell end
@trtr316
@trtr316 5 күн бұрын
No doubt another high vis constituent from perf world leader in cnntz thinking they are experts in all.
@Mmm-y5w8o
@Mmm-y5w8o 5 күн бұрын
She more than holds her own
@eman7282
@eman7282 5 күн бұрын
What happens to bullion imports? Maples & Libertads?
@todd8856
@todd8856 5 күн бұрын
Tariffs are not about the debt.
@Kiwi_Dave
@Kiwi_Dave 5 күн бұрын
If it wasn't for the unnecessary profanity I could share this channel with my kids.
@trtr316
@trtr316 5 күн бұрын
Its Wa brooo
@johnk-pc2zx
@johnk-pc2zx 5 күн бұрын
Htf up
@Mmm-y5w8o
@Mmm-y5w8o 5 күн бұрын
It definitely necessary