Money of Mine Fundie Roundtable: Rusty & Kav on Commodities
Money Miners we’ve got a treat.
Anthony Kavanagh + Rusty Delroy visited the studio for an outstanding chat on all things commodities.
We pick the brains of these two on:
- Lithium (price floors/ceilings, LTR, PLS, PLL, China manipulation)
- Platinum Group Metals (hybrid EVs, ICE sales)
- Gold (M&A, value, developers/explorers)
- O&G (east coast, Santos, Woodside, CVN, COI)
- Tin (market supply, players)
plus a heap more.
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.
Thank you to our Podcast Partners:
VRIFY – Communicate in 3D
GetWet Solutions – Innovative Bladder Tanks Storage for mobile Water storage on your Mine Site
Matt.hall@getwetsolutions.com.au
DSI Underground – Ground Support gurus
https://www.dsiunderground.com/contact
SMEC Power & Technology – Electrical experts
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
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(0:00:00)Introduction
(0:01:52)Will we see price floors/ceilings in contracts?
(0:08:50)To what extent has China played the market
(0:25:59)Thoughts on Liontown's financing
(0:27:04)The Pilbara Minerals short
(0:32:00)Plug-In Hybrids (PHEVs) winning market share
(0:41:35)Hybrid adoption ramifications for Platinum Group Metals (PGMs)
(0:50:00)Are gold stocks cheap?
(0:53:54)Potential gold M&A
(1:04:56)East Coast energy market
(1:13:47)Woodside & Santos talks breakup
(1:21:03)Is Rusty into Tin?
(1:28:55)What's next for Develop (DVP)?