Breaking Down the Mining News of the Day, Money of Mine

Money of Mine

Breaking Down the Mining News of the Day

An ex-underground miner, an ex-investment banker, and an ex-equity research guy breaking down the mining news of the day. It's a bit of entertainment, information, and occasionally some alpha.

Equity Bottom-Up

Rio Tinto Limited is an international mining company.  The Company has interests in mining for aluminum, borax, coal, copper, gold, iron ore, lead, silver, tin, uranium, zinc, titanium dioxide feedstock, diamonds, talc and zircon. Dually-listed company with RIO LN.

<ul><li>Rio doubles down on lithium investment in Rincon, with a US $2.5 billion expansion plan</li><li>BHP and Rio have historically had differing views on commodities, with examples in Potash, aluminium, and mineral sands</li><li>Rincon project aims to expand production to 60,000 tonnes per annum, with heavy reliance on DLE technology for extraction and processing</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Rio doubles down on lithium investment in Rincon, with a US $2.5 billion expansion planBHP and Rio have historically had differing views on commodities, with examples in Potash, aluminium, and mineral sandsRincon project aims to expand production to 60,000 tonnes per annum, with heavy reliance on DLE technology for extraction and processingThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Thematic (Sector/Industry)

<ul><li>Tom Ulrich joins the discussion on undeveloped copper projects</li><li>Importance of high grades and contained copper in porphyry deposits</li><li>Exploration of North American companies, including NGX and Philo, with potential for high valuation</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Tom Ulrich joins the discussion on undeveloped copper projectsImportance of high grades and contained copper in porphyry depositsExploration of North American companies, including NGX and Philo, with potential for high valuationThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

16 Copper Takeover Targets to Follow (Tom Woolrych)

<ul><li>Energy policy, particularly nuclear, is a hot topic in Australia with the dysfunctional energy market being a major concern.</li><li>The role of renewables and firming power (gas, hydro, batteries) is crucial in addressing energy issues.</li><li>State governments like New South Wales and Victoria are also making significant moves in the energy sector.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Energy policy, particularly nuclear, is a hot topic in Australia with the dysfunctional energy market being a major concern.The role of renewables and firming power (gas, hydro, batteries) is crucial in addressing energy issues.State governments like New South Wales and Victoria are also making significant moves in the energy sector.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

An unfiltered conversation with Jennifer Hewett

<ul><li>China announces bolder stimulus for 2025, signaling more rate cuts and commodity prices surge</li><li>Lundin Mining sells assets to focus on Vicuna project, raising questions on copper and zinc market dynamics</li><li>Boliden acquires assets from Lundin, strengthening their position in the copper and zinc markets</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

China announces bolder stimulus for 2025, signaling more rate cuts and commodity prices surgeLundin Mining sells assets to focus on Vicuna project, raising questions on copper and zinc market dynamicsBoliden acquires assets from Lundin, strengthening their position in the copper and zinc marketsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Iluka Resources Limited is involved in the mining, concentration and separation of mineral sands and titanium minerals. The Company also produces ilmenite and other titani-ferrous concentrates, zircon, and synthetic rutile along with the exploration of coal. Iluka's products are exported throughout the world.

<ul><li>The funding package between Iluka Resources and the government was finalized, leading to a 10% market decline</li><li>Iluka Resources planned to build a Rare Earths refinery in Enneba with the assistance of a $1.05 billion non recourse loan from the Australian government</li><li>Iluka also had plans to process their Wimmera deposit through the refinery, despite challenges with separation and impurities causing delays in development.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The funding package between Iluka Resources and the government was finalized, leading to a 10% market declineIluka Resources planned to build a Rare Earths refinery in Enneba with the assistance of a $1.05 billion non recourse loan from the Australian governmentIluka also had plans to process their Wimmera deposit through the refinery, despite challenges with separation and impurities causing delays in development.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

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Breaking Down the Mining News of the Day
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Rio’s Stausholm makes his defining bet

Rio Tinto invests $2.5 billion in Rincon for lithium production, expanding their global presence and showcasing CEO Jakob Stausholm's leadership.

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16 Copper Takeover Targets to Follow (Tom Woolrych)

Tom Ulrich highlights the significance of copper and grounded dongers, emphasizing high grades and contained copper in projects, discussing...

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An unfiltered conversation with Jennifer Hewett

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$1.5B for a 4th Quartile Mine?

China announces bolder stimulus, commodity stocks rise, Lundin Mining sells assets, focusing on copper mining, while Boliden acquires Nevis Corvo...

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The summary discusses various updates in the mining industry, including a potential association with Ellie, offers for drilling contracts,...

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