Trump’s tariffs on Mexico, Canada and China was the big news over the weekend which sent shivers down the spine of many ASX miners.

We discuss what the potential impacts on commodities may be, while also taking a look at Westgold’s downgrade to FY25 guidance, our infamous quarterlies name & shame segment along with some other news from around the grounds.

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Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)

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(0:00:00)Introduction

(0:01:18)Trump's Tariff Gamble

(0:16:16)Westgold downgrades FY25 guidance

(0:30:28)Quarterlies Name & Shame

(0:42:47)Around the Grounds

We got fundie Romano Sala Tenna back in the studio for a cracking ep, honing in on 2024 learnings and the outlook for 2025.

We dive into the passive vs active debate, momentum going ballistic, being overweight miners and a whole heap of individual stocks that range from being hated to loved.

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Thank you to our Partners:

Mineral Mining Services – Your preferred mining contractor

enquiry@mineralms.com.au - 1300 546 117

Grounded - Infrastructure for remote mining and civil projects Australia wide

Paul Natoli - pn@groundedgroup.com.au

Sandvik Ground Support – The only ground support you’ll ever need

https://www.dsiunderground.com/contact

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

davidh@creinsurance.com.au - +61 2 9493 6100

K-Drill – Safe, reliable, and productive surface RC drilling

drew@k-drill.com.au - +61 416 015 876

Daishsat – Geophysical survey experts

nathan.daish@daishsat.com - +61 433 261 071

Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists

lachlan@saltbush.net - +61 400 722 059

Get Wet Solutions – Setting the standard in water bladder tank technology

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(0:00:00)Introduction

(0:01:53)Passive Super Fund flows

(0:10:37)P/E growth of the big dogs

(0:15:41)Will everything blow up?

(0:21:38)The India wave and Banks vs Materials

(0:25:10)Whitehaven

(0:31:58)Coronado

(0:34:01)South 32

(0:38:16)Boss Energy

(0:40:48)De Grey

(0:43:13)Arcadium

(0:46:30)Min Res

(0:56:40)West African Resources

(1:05:34)Santos and Westgold

(1:09:02)Cash holding

It’s our last day of talking about quarterlies so Matty and Ally dived in and went through some highlights from the MinRes and IGO reports, along with a few others around the grounds.

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Please read our Privacy Policy and Disclaimer here

Thank you to our Partners:

Mineral Mining Services – Your preferred mining contractor

enquiry@mineralms.com.au - 1300 546 117

Grounded - Infrastructure for remote mining and civil projects Australia wide

Paul Natoli - pn@groundedgroup.com.au

Sandvik Ground Support – The only ground support you’ll ever need

https://www.dsiunderground.com/contact

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

davidh@creinsurance.com.au - +61 2 9493 6100

K-Drill – Safe, reliable, and productive surface RC drilling

drew@k-drill.com.au - +61 416 015 876

Daishsat – Geophysical survey experts

nathan.daish@daishsat.com - +61 433 261 071

Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists

lachlan@saltbush.net - +61 400 722 059

Get Wet Solutions – Setting the standard in water bladder tank technology

matt.hall@getwetsolutions.com.au - +61 475 627 569

Buy Money of Mine MERCH

Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.

Money of Mine on YouTube, Twitter, LinkedIn & Instagram

(0:00:00)Introduction

(0:00:58)Trav & JD in Africa

(0:02:24)Mixed results at MinRes

(0:20:51)Tough quarter for IGO

(0:41:48)Around the grounds