JD: "Trav, I think we're at the risk of losing people who haven't been as in the weeds as we have". Matt: "Just rewind and keep listening ...until you get it"! :-)

Lol, this bloke " solar is causing major problems with the electricity grid " Also this bloke " more solar will fix it." If solar and wind didn't receive government subsidies and have mandates none of them would be viable, this guy needs to read up on how electricity grids work and the problem renewables cause .

Hey guys can you give us a rundown on the delisting of $50m cap oil & gas explorer & producer Byron Energy?

great watch

Scrolling though KZfaq, saved this to listen later at leisure - given that I'm a fan of MofMine. Great interview - both were articulate and expressive - and light on expletives... Matty is a great interviewer and it was interesting to hear about Trav's journey. Hope to listen to JD soon - and then maybe we'll get to hear about Matty's formative years.

$300m + pa in EBITA for 100 years. Bangin project when she’s up and running

I take exception to the statements on costs of ICE over EV’s. The conclusion stated is not factual. EV’s cost less energy to build than ICE vehicles. The economic costs to operate an EV is less than ICE vehicles, now currently. No environmental cost is added to ICE production the externalities are enormous. The presenter’s conclusion is just fallacious. The recycling of EV’s completely blows ICE out of the comparison. Check out Engineering with Rosie and Fully charged.

Clean energy/ESG is a massive bubble that will burst badly. The world will be no different in 10 years time

1% of the portfolio for Tesla is about right. Tesla is fully priced for the moment

Another great interview. Great insights. Thanks.

Going from dispelling myths to entertaining the FSD scam... Lol. Seen a few retail-facing fundies shilling Tesla on the FSD scam as of late. Gotta offload them bags. Latest version of FSD (shitty lane assist) can still risk driving you off a cliff. The cult power is strong but eventually fools will be departed of their money and it will collapse. When is the question.

G’day fellas - greetings from London, United Kingdom. Love this - I’m still rolling round on the floor laughing 😂😂👍🏻👍🏻!! That hi viz shirt suits ya mate - I WANT ONE 😎😎😎

Great interview, thanks! I'd be curious to know if they outperform the gdxj with their 30 gold stocks

SSX - Shareholders were royally fucked over and Chris Fraser was rewarded with a cushy job at Anglo American as his 'reward'! (all in my own opinion of course! 😏)

Brilliant show again! Compulsory viewing if you invest in ASX mining stocks.

Smashed it lots of sheep panicking now shitting their pants

Thought uranium's sentiment came from the ridiculousness of the thesis?

Degrey to small for us

No asx shit co mentions, I'm checking out in the first 10 mins. Can we also stop saying unpack? you're not the ABC.

That was excellent guys, love these focussed deep dives, keep it up, cheers

Wow I actually checked up on this funds performance. Remarkable!

Yeah brilliant. Let's remove drivers, and whilst at it make everything from warehouse storage to food preparation and everything else totally automated. Goldman Sucks recently stated that 350M people will lose their jobs due to AI in Europe and the US in the next decade. Most of those job losses will be in the lower paid sectors of employment, and yet the US and European's have just allowed millions upon millions of immigrants to flood into their countries with zero prospect of employment now for most of them, let alone in a few years. "The Useless Class" - Yuval Noah Harari. Now there's a lovely man. Like I said, bloody brilliant. 8 Billion people in the world and only 10% employed. I can't see a single issue!

Interesting take on Tesla and hybrids, not my thoughts but will be interesting to see how it plays out.

JD bloody amazing interview, Roscoe really knows his shit !!!

Hooteroo cobbas

Matty, that’s hilarious. When you mentioned “watering the shit out of it”, I automatically thought of GetWet, and then they pop up later. As soon as I hear about water solutions nowadays, even if it has fuck all to do with mining, I immediately think GetWet. You’re doing a great job of getting them into our minds. 👍

Trav...what does the acronym MBIO stand for?

There was an interview with Karora management. Indicates that the talks with WGX and RMS have been ongoing for many many months. kzfaq.info/get/bejne/Z7OAlNOEls_NY3k.html

Another great show. I have skin in the Murchison battle (RMS 🛎️🛎️). It is fantastic to watch and learn the various permutations and combinations of where this is going. Only the MoM team delivers on this! Gold; literally

BHP taking a different pathway to secure the next large Cu projects going in with micro-caps like KRM

Great presentation thank you compulsory listening

I agree, Trav. BOSS, board, and management aren't being transparent with their technical issues.

hey guys i think you have missed the point re bhp, they have anglo where they want them . That is to say, anglo are now restructuring to the entity bhp would like in its portfolio. BHP can come back when all the messy divestment etc are completed and make a fresh bid.

What an "F"ing joke. A merger of equals, only after MZ off=loaded a shitload of shares at a premium. This game is full of "dirty rotten scoundrels"

Good show boys, cheers

Matty wishing he bought SPR at 0.58! Ya gonna be singing the same song again brother come the resource upgrade mid year, and then again as the decline provides for all the underground drill meters. Get on it son FFS!!! 😂

Could bhp buy fqm?

Nothing better than sitting down and watching these eps at dinner

Ramelius is a disgusting, shameless company. Extracted billions from Mt Magnet, done bugger all for the town and it's people. Workers, fuel, groceries all shipped in. Zero local trickle down.

You deserve this comment tonight boys

F#%*n gold boys - excuse the pun 😂

I’m cookin up a big spaghetti and gonna watch money of mine

MAYHEM

BHP....what else would you expect....

Price based on market cap plus view on future value. Don’t see the point here

Yiu guys need to do some research on Australian laws relating to management selling shares. They can not sell if they are in possession of market sensitive information like I dunno "technical issues" . Also might want to check up on the comments about the MD of honeymoon being appointed and no announcement of the previous MD leaving

Good stuff. Channel will print subscribers when the current supply shortages lead to an insane rush to acquire mining assets.

I think a lot of opinion here , you should have called it out at the start. Facts vs opinion !

Haha ahhh this is mad , Anglo think they’re worth more and the price undervalues Anglo ? Well why don’t they get the share price up to where it is worth ? 😅 How many shares do you own in Anglo ?

I’m glad Duncan sold now and not later. Just imagine if he sold when the share price is double or triple from today we would be seeing 50% correction or more. I take this as an opportunity to buy more shares.