The Great MinRes Debate: Bull vs Bear скачать в хорошем качестве

The Great MinRes Debate: Bull vs Bear

Today’s episode is a conversation on what remains Australia’s most intriguing company, MinRes. We invite on Moz, who unpacks with us his thesis for investing in the diversified miner after publishing his thesis on Twitter. The detailed discussion goes into the weeds on Mt Marion & Wodgina, the haul road, transhipping and governance to name a few subjects. Moz's Twitter account is https://x.com/onslowshipping This interview was recorded on 28.7.2025. 📰 THE DIRECTOR'S SPECIAL Join 12k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining https://www.moneyofmine.com/subscribe ------------------------------------------------------- ▶️ CHAPTER TIMESTAMPS 00:00 Introduction, Viral Meme 02:33 Obsession with Mineral Resources 05:33 Challenges and Market Perception 15:48 Transparency and Reporting Issues 28:10 CEO Chris Ellison's Leadership 36:48 Chris's Hubris and Capital Allocation 37:29 Lithium Investments and Market Assumptions 39:13 Mining Services Business 39:48 Joint Ventures and Operational Viability 44:44 Onslow Project and Iron Ore Production 56:49 Challenges and Risks of the Haul Road 01:08:46 Expansion Potential and Financial Considerations 01:16:58 Mining Services Contracts and Lithium Sale 01:17:35 The Carry Loan 01:19:47 Liquidity Concerns and Debt Management 01:24:13 Iron Ore Market and Cost Analysis 01:27:21 Operational Risks and Project Viability 01:33:15 Leadership and Future Outlook 01:34:46 Investment Thesis and Market Sentiment ------------------------------------------------------- 🤝 OUR PARTNERS Thank you to the mining services businesses that make this show possible: Grounded - Infrastructure for remote mining and civil projects Australia wide https://www.groundedgroup.com.au/ Paul Natoli - pn@groundedgroup.com.au Sandvik Ground Support – The only ground support you’ll ever need http://www.rocktechnology.sandvik/gro... Cross Boundary Energy – Independent Power Producer for the global mining industry https://crossboundaryenergy.com/servi... tim.taylor@crossboundary.com +61 466 184 943 ------------------------------------------------------- 📌 FOLLOW US Join our group chat: Step 1: Join the Facebook Group:   / 191qecwiap   Step 2: Access to the HOOTEROO chat: https://m.me/cm/AbZFfgkX01kzAZBu/ Subscribe to our podcast: Spotify: https://open.spotify.com/show/0LsIJIs... Apple: https://apple.co/3Fdocwx Follow us on all social platforms to stay up-to-date: Twitter: https://x.com/moneyofminepod Instagram:   / moneyofminepod   LinkedIn:   / moneyofmine   Facebook:   / moneyofminepod   Our personal Twitter accounts: Travis Ricciardo:   / travmoneyofmine   Jonas Dorling:   / jdmoneyofmine   ------------------------------------------------------- ⚠️ DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine are not financial professionals. Money of Mine and our contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. Money of Mine doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of Money of Mine are their opinions only and may contain forward-looking statements that may not eventuate. Please read the full Disclaimer here: https://www.moneyofmine.com/c/privacy...