Today we had the chance to chat with Andy Leyland, co-founder of SC Insights.

Andy has spent his career analysing commodities markets, with a particular focus on the battery supply chain. In our conversation we dive into his contrarian views on hybrids, what’s next for lithium, what the future holds for European automakers, what trends he thinks more people should focus on, the role of stationary storage and a whole heap more.

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Chapters:
(0:00:00) Introduction
(0:02:15) Andy's view on current sentiment
(0:06:00) Are the '2030' phase-out dates real or not?
(0:12:13) China outcompeting on every metric
(0:18:45) Market failure led to government intervention
(0:21:20) Northvolt failure
(0:22:30) Lithium cost curve with post CATL curtailment
(0:30:32) Brine and DLE production
(0:39:45) Roll of Solar and Storage
(0:49:26) Where are the Green Premiums?
(0:55:55) China matters the most


All information in this podcast is for education and entertainment purposes only and is of general nature only.

The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.

MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

Thank you to our Partners:

Axis Mining Technology - Drill hole survey instrumentation experts

info@axisminetech.com – call Shaun Oehlman - +61457053260

Mineral Mining Services – Your preferred mining contractor

enquiry@mineralms.com.au - 1300 546 117

VRIFY – Communicate in 3D

grant@vrify.com

ADIA - The Australian Drilling Industry Association

Register for Drill24 here

https://adia.arinex.one/

DSI Underground – Ground support gurus

https://www.dsiunderground.com/contact

Silverstone – Energy solutions for your business

kenny@sstone.com.au

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

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

Greenlands Equipment – Turnkey mine water management

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

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

drew@k-drill.com.au

We use SPARK - Market data for active ASX Traders - https://sparktrader.com

We rip into today’s show with a chat about Lotus’s (LOT) Letlhakane scoping study, which seemed to miss a key detail or two, then we moved to the big WA DomGas policy and the ramifications for MinRes (MIN).

We round off with a chat about Kingsgate (KCN) and all the companies that came to mind who’ve ventured into South-East Asia, including Emerald (EMR), K92 and X64.

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All information in this podcast is for education and entertainment purposes only and is of general nature only.

The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.

MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

Thank you to our Partners:

Axis Mining Technology - Drill hole survey instrumentation experts

info@axisminetech.com – call Shaun Oehlman - +61457053260

Mineral Mining Services – Your preferred mining contractor

enquiry@mineralms.com.au - 1300 546 117

VRIFY – Communicate in 3D

grant@vrify.com

ADIA - The Australian Drilling Industry Association

Register for Drill24 here

https://adia.arinex.one/

DSI Underground – Ground support gurus

https://www.dsiunderground.com/contact

Silverstone – Energy solutions for your business

kenny@sstone.com.au

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

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

Greenlands Equipment – Turnkey mine water management

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

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

drew@k-drill.com.au

We use SPARK - Market data for active ASX Traders - https://sparktrader.com

Buy Money of Mine MERCH

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(0:00:00)Introduction

(0:01:48)What's missing at Lotus?

(0:14:16)WA DomGas make the changes

(0:23:12)Will MINs sell their gas assets?

(0:28:36)Gold mining in Thailand

We kick things off with a revelation that another party tried buying Fission Uranium earlier this year. And with CGN publicly opposing the merger with Paladin, naturally we wonder if it was them.

IGO is rumoured to be having a good look at Rio’s Winu Copper Project and we peel the curtain back on eight undeveloped gold projects in West Africa that we think are the most likely candidates to find their way into the hands of established producers.

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Chapters:
(0:00:00) Introduction
(0:01:53) Another Party Tried to Buy Fission!
(0:22:30) Will IGO buy Rio's Winu?
(0:37:53) 8 under-rated African Goldies

All information in this podcast is for education and entertainment purposes only and is of general nature only.

The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.

MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

Thank you to our Partners:

Axis Mining Technology - Drill hole survey instrumentation experts

info@axisminetech.com – call Shaun Oehlman - +61457053260

Mineral Mining Services – Your preferred mining contractor

enquiry@mineralms.com.au - 1300 546 117

VRIFY – Communicate in 3D

grant@vrify.com

ADIA - The Australian Drilling Industry Association

Register for Drill24 here

https://adia.arinex.one/

DSI Underground – Ground support gurus

https://www.dsiunderground.com/contact

Silverstone – Energy solutions for your business

kenny@sstone.com.au

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

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

Greenlands Equipment – Turnkey mine water management

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

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

drew@k-drill.com.au

We use SPARK - Market data for active ASX Traders - https://sparktrader.com

Buy Money of Mine MERCH

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

We start today’s show with the news that US$85/lb is the new floor price being conceived for uranium contracts, and then it’s a chat about Sibanye-Stillwater and the wider PGM markets.

Next up we picked up on some chatter that there’s been a breakthrough of sorts from China Northern Rare Earths, & to wrap up we take a looking at the goldies spilling news.

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Chapters:
(0:00:00) Introduction
(0:01:30) Scuttlebutt from WNA
(0:14:27) Is Sibayne-Stillwater beaten up enough?
(0:33:58) Rare earths "exploration breakthrough" in China
(0:40:28) Gold smashes new record

All information in this podcast is for education and entertainment purposes only and is of general nature only.

The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.

MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

Thank you to our Partners:

Axis Mining Technology - Drill hole survey instrumentation experts

info@axisminetech.com – call Shaun Oehlman - +61457053260

Mineral Mining Services – Your preferred mining contractor

enquiry@mineralms.com.au - 1300 546 117

VRIFY – Communicate in 3D

grant@vrify.com

ADIA - The Australian Drilling Industry Association

Register for Drill24 here

https://adia.arinex.one/

DSI Underground – Ground support gurus

https://www.dsiunderground.com/contact

Silverstone – Energy solutions for your business

kenny@sstone.com.au

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

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

Greenlands Equipment – Turnkey mine water management

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

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

drew@k-drill.com.au

We use SPARK - Market data for active ASX Traders - https://sparktrader.com

Buy Money of Mine MERCH

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

Money of Mine on

Le Shrub (@Agnostoxxx) consistently provides some of the most entertaining and clever market commentary via his parody pseudonym. Shrub has pedigree and writes his thoughts on both Twitter & Substack (www.shrubstack.com). Imagine sound investment thinking combined with brilliant finance memes.

Our conversation covered plenty of ground, from how he's positioning himself in a world of fiscal recklessness & monetary debasement, lessons from the GFC, building safeguards, why & which commodities he holds, where he sees markets heading, to mention just a few topics.

All information in this podcast is for education and entertainment purposes only and is of general nature only.

The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.

MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

Thank you to our Partners:

Axis Mining Technology - Drill hole survey instrumentation experts

info@axisminetech.com – Call Shaun on +61457053260

Mineral Mining Services – The preferred mining contractor

enquiry@mineralms.com.au - 1300 546 117

VRIFY – Communicate in 3D

grant@vrify.com

ADIA - Australian Drilling Industry Association

Register for Drill24 here

https://adia.arinex.one/

DSI Underground – Ground support gurus

https://www.dsiunderground.com/contact

Silverstone – Energy solutions for your business

kenny@sstone.com.au

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

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

Greenlands Equipment – Turnkey mine water management

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

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

drew@k-drill.com.au

We use SPARK - Market data for active ASX Traders - https://sparktrader.com

Chapters:

(0:03:03) Where are we
(0:06:35) Positioning
(0:12:41) Portfolio construction
(0:18:45) Anglo
(0:22:10) 07' Parallels
(0:29:54) Timing the market
(0:35:35) Investing your own cash
(0:39:10) Riding equities
(0:41:15) Safeguards
(0:46:10) Why commodities
(0:49:55) The monkeys
(0:56:30) Bad data
(1:02:14) Fiscal recklessness
(1:08:52) Passive investing
(1:13:18) Platinum
(1:21:30) Tin
(1:26:35) Coal
(1:30:55) Commodity bear market
(1:34:30) China stimulus

Plenty to rip through today, starting with the big news out of CATL that lit up lithium markets, followed by the Greatland / Newmont deal.

Next we jumped into IGO’s big strategy day, then we looked at Putin’s comments on commodity markets, before closing off with a chat about Catalyst, De Grey & Astral.

Sign-up for the Director’s Special

All information in this podcast is for education and entertainment purposes only and is of general nature only.

The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.

MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

Thank you to our Partners:

Axis Mining Technology - Drill hole survey instrumentation experts

info@axisminetech.com – call Shaun Oehlman - +61457053260

Mineral Mining Services – Your preferred mining contractor

enquiry@mineralms.com.au - 1300 546 117

VRIFY – Communicate in 3D

grant@vrify.com

ADIA - The Australian Drilling Industry Association

Register for Drill24 here

https://adia.arinex.one/

DSI Underground – Ground support gurus

https://www.dsiunderground.com/contact

Silverstone – Energy solutions for your business

kenny@sstone.com.au

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

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

Greenlands Equipment – Turnkey mine water management

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

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

drew@k-drill.com.au

We use SPARK - Market data for active ASX Traders - https://sparktrader.com

Buy Money of Mine MERCH

Join our exclusive Money Miners Facebook Group

Money of Mine on YouTube + Twitter,

(0:00:00)Introduction

(0:02:24)CATL light up lithium

(0:14:40)Greatland get the deal done

(0:33:44)What's IGO's new strategy?

(0:50:54)Catalyst eye off 200kozpa

(0:55:11)De Grey set a trend

(0:58:00)Astral on a run

We kick things off yarning about the Greatland-Telfer deal which leaked late yesterday, before jumping into another interesting gold story in G-Mining.

Next we touched on the Fission-Paladin deal, which scraped over the line, while saving a couple of juicy ones for the end with Bowen Coking Coal & Global Lithium getting a rightful mention.

Sign-up for the Director’s Special

All information in this podcast is for education and entertainment purposes only and is of general nature only.

The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.

MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

Thank you to our Partners:

Axis Mining Technology - Drill hole survey instrumentation experts

info@axisminetech.com – call Shaun Oehlman - +61457053260

Mineral Mining Services – Your preferred mining contractor

enquiry@mineralms.com.au - 1300 546 117

VRIFY – Communicate in 3D

grant@vrify.com

ADIA - The Australian Drilling Industry Association

Register for Drill24 here

https://adia.arinex.one/

DSI Underground – Ground support gurus

https://www.dsiunderground.com/contact

Silverstone – Energy solutions for your business

kenny@sstone.com.au

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

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

Greenlands Equipment – Turnkey mine water management

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

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

drew@k-drill.com.au

We use SPARK - Market data for active ASX Traders - https://sparktrader.com

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

(0:00:00)Introduction

(0:01:45)Greatland close in on Telfer

(0:21:24)G-Mining on the rise

(0:27:08)Fission-Paladin gets up

(0:34:05)Bowen Coking Coal under the pump

(0:40:31)Global Lithium activists win

We start today talking about the index changes for the top 200 & 300 biggest ASX players, with plenty of resource names featuring.

Next up we dive into the Paladin – Fission Uranium deal, on the eve of the big vote, before chatting about the key points from WNA, the big uranium conference.

Lastly, we touched on Perseus getting closer to wrapping up Predictive, with a 19.9% holding secured.

Sign-up for the Director’s Special

All information in this podcast is for education and entertainment purposes only and is of general nature only.

The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.

MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

Thank you to our Partners:

Axis Mining Technology - Drill hole survey instrumentation experts

info@axisminetech.com – call Shaun Oehlman - +61457053260

Mineral Mining Services – Your preferred mining contractor

enquiry@mineralms.com.au - 1300 546 117

VRIFY – Communicate in 3D

grant@vrify.com

ADIA - The Australian Drilling Industry Association

Register for Drill24 here

https://adia.arinex.one/

DSI Underground – Ground support gurus

https://www.dsiunderground.com/contact

Silverstone – Energy solutions for your business

kenny@sstone.com.au

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

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

Greenlands Equipment – Turnkey mine water management

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

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

drew@k-drill.com.au

We use SPARK - Market data for active ASX Traders - https://sparktrader.com

Buy Money of Mine MERCH

Join our exclusive Money Miners Facebook Group

Money of Mine on YouTube + Twitter

(0:00:00)Introduction

(0:02:10)Who made the ASX200

(0:13:11)Will the $FCU $PDN deal go through

(0:24:57)Lessons from WNA

(0:35:25)Perseus tighten PDI grip