Mining
Commodities Crunch Time – What’s Hot & What’s Not! |
Commodities Crunch Time – What’s Hot & What’s Not! | Daily Mining Show
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“Money of Mine”
Money of Mine is back! We’ve got a massive first episode of 2024 for the Money Miners. First up we get into the big commodity …
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Brightstar Resources will be on the rise 🙌
Gold Gold Gold.
You're welcome.
Lithium continues to bleed through Q1 (hope I'm wrong)
Justin Huhn (@uraniuminsider) would be a great interview.
Andy from Finding Value Finance would be great to have on in 2024 sooner than later; will give a great overview of Commodities etc etc. superb macro perspective .Cheers
Siiting on my red couch from over the ditch. Bloody great to have you guys back. Having invested in your U companies for last couple of years I'm stoked the the price has hit the ton. Will it go for a double ton in this "innings". Bring it on!! Cheers
Hi fellas, I don't think lithium is going anywhere soon. A company I think is worth having a look at is Equinox gold Corp. It's a US stock. I think the price could go 100% from where it is today.
Welcome back gentlemen. If this is your first poddy of the year, it looks like it's going to be a pretty good one ahead! Excellent content once again. 👍
"It doesn't pass the smell test"
My pubt is BOE. 2.4 m pounds of the good stuff coming online over 24 months.
KAZ production constrained due to lack of supply of Sulphuric Acid lads which is used in ISR. Interestingly 2 months ago KAZ announced that they would be ramping up production from 80% to 90% which is also required by the government to maintain they're mining license. Clearly that won't be realised,. As you legends note, the spot UX1 moved to $104/lb due to KAZ having to buy on the spot market to cover current contracts.
I agree with ol' mate… $175 spot UX1. That's the easy guess. Look out for more shock price moves! My guess is $500+ when you consider the previous price momentum, and movement, of Spodumene.
Different tactic, still think Brines will win ultimately with IXR and have a clearer path and potential to lower costs once they optimize and can get access to lower cost of capital.
All prices in USD.
Great work boys, keep up the good work!
Maybe Nowthanna Hill will get a buyer……
Good to see you back guys. Rumours were you’ve all been arrested by the Chalice police.
Some time in the future you need to do a Aussie stocks on the London stock exchange guide. Adriatic metals, Greatland Gold et al. Us Poms need some exposure
Great to have you back fellas and firing on all cylinders. Cheers
Welcome back boys !
Finally getting into the meaty part of the uranium bull market! If you fellas are going to do a deep dive on Uranium, you should interview Justin Huhn from uranium insider. He should be able to describe Kazatomproms ability to ramp up production or in this case inability.
Ah, you bastards sitting there sweating in shorts and T-shirts while it is -15°C in the North-West United States where I am sitting. 🙃
I would love to spend half the year in North America and half the year in Australia, but the way lithium prices tanked that is not a likely outcome for me anytime soon. Related, Albemarle definitely dodged a bullet in the short to mid-term when Gina R. scuttled its Liontown purchase as it would have been by far its most expensive mining asset.
16:00 I know at least a couple of retired geos are driving Ubers, so maybe that's not the best heuristic.
Uranium let’s go lads 🚀
Cheers
For Kazatomprom: lack of sulfuric acid, also, cant ramp any more; also, already forecasted that it needs to buy on open market like Russia to fill contracted orders.
Hi guys, is there any way to speculate on lithium futures for retail traders, I cant find an answer anywhere. I know physical uranium has SPUT, was hoping there was a lithium equivalent?
good stuff
Great show as always guys, glad your back👍
Welcome back lads and ladettes!!
H2SO4 in short supply for the Khazaks
Welcome back, Cobbas! We all missed you. Follow the Yellowcake Road !!
best in straya