Money of Mine Are MinRes Short on Cash? + Investor Ausbil Dumps Longtime Holding
We rip into today’s show with the rumours around Mineral Resources (MIN) looking to garner interest in 49% of their Onslow haul road, before we dissected fund manager Ausbil’s decision to dump their long time holding in 29 Metals (29M).
Pilbara Minerals (PLS) signed another expanded offtake agreement which drew our attention whilst Wiluna (WMC) gave a production update & Alliance Nickel (AXN) signed an offtake agreement with Samsung SDI.
Santos (STO) & Woodside (WDS) couldn’t see eye to eye on the value of a merger, whilst Andrew Forrest’s investment groups were making moves again and Aurelia (AMI) copped a heavy downpour at their Peak operations.
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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Thank you to our Podcast Partners:
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TIMESTAMPS
(0:00:00)Introduction
(0:01:50)Brooks is going to Switzerland
(0:04:20)Our trip to Mayfair
(0:06:43)The Min Res Haul Road
(0:14:30)Investors Ausbil dumping their 29M stake
(0:17:04)PLS expand another offtake agreement
(0:22:25)Wiluna Mining share an update
(0:24:01)Alliance Nickel sign deal with Samsung
(0:26:36)Santos & Woodside breakup
(0:30:15)Andr