logo
episode-header-image
Jun 2024
1h 35m

Everything you need to know about rare e...

Mineral Media
About this episode

We had a chat with Mike Bevan, a geo (who runs a cracking YouTube channel at GeoInvest Insights) to get right into the weeds on understanding rare earths from a geologists perspective, as well as some uranium chat.

We picked through hard rock and the clay deposits, the red flags to look for plus the important tricks in the all important metallurgical side of things.

Sign-up for the Director’s Special

 

All information in this podcast is for education and entertainment purposes only and is of general nature only.

 

The hosts of Money of Mine (MoM) are not financial professionals. MoM 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.

 

MoM 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 MoM are their opinion only and may contain forward looking statements that may not eventuate.

 

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

 

Thank you to our Partners:

 

VRIFY – Communicate in 3D

 

grant@vrify.com

 

GetWet Solutions – Innovative bladder tanks for mobile water storage

 

Matt.hall@getwetsolutions.com.au - +61 475 627 569

 

DSI Underground – Ground support gurus

 

https://www.dsiunderground.com/contact

 

Silverstone – Energy solutions for your business

 

kenny@sstone.com.au

 

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

 

davidh@creinsurance.com.au - +61 2 9493 6100

 

WA Water Bores – WA’s premier water well drilling company

 

James@wawaterbores.com.au - +61 429 695 538

 

Brooks Airways – Perth’s leading charter flight operators

 

ops@brooksairways.com – 1300AIRWAY

 

K-Drill – Safe, reliable, and productive surface RC drilling

 

ryan@k-drill.com.au


We use SPARK - Market data for active ASX Traders - https://sparktrader.com


Buy Money of Mine MERCH


Join our exclusive Money Miners Facebook Group

Money of Mine on YouTube + Twitter

(0:00:00)Mike Bevan on MoM

(0:03:25)Rare Earths

(0:06:40)Hard rock vs clays

(0:17:57)Red Flags in rare earths

(0:27:55)Meteroric 

(0:36:56)Downstream rare earth processing

(0:41:52)Viridis 

(0:47:46)Boss Energy 

(0:52:59)Brazilian Rare Earths

(1:03:50)Will Ionic clays take over carbonitites?

(1:15:43)Lindian

(1:18:14)American Rare Earths

(1:26:19)Red Metal 

Up next
Jul 11
An Unfiltered Chat with Wyloo (Luca Giacovazzi + Joel Turco)
We’re sharing a chat today that we immensely enjoyedrecording. Luca Giacovazzi and Joel Turco, who lead Andrew Forrest’s private mining business Wyloo, joined us in the studio to have a conversation on a wide range of experiences, ideas and perspectives.We reflected on the decisi ... Show More
1h 49m
Jul 8
Why the World’s Biggest Funds Get Mining Wrong (David Sparks)
We’ve got the pleasure of sharing a conversation with David Sparks — an investor in the natural resources world with experience at some of the world’s biggest hedge funds, including the famed multi-strat firm Millennium, as well as BBT and Exodus Point.In this episode, we unpack ... Show More
40m 39s
Jul 3
We Surprise Call 3 Fund Managers....
We went a bit rogue today with a completely different dailyepisode style.Financial markets, mining and commodities are at a fascinating inflection point, and we wanted to hear what some of the smartest people in markets are thinking. So we called them.This episode is packed with ... Show More
37m 16s
Recommended Episodes
Nov 2024
Talk Your Book: Animal Spirits Live
On today's show, we are live from Chicago with Alex Morris, Chief Investment Officer of F/m Investments to discuss why investors are still crowded on the short end of the curve, thoughts on why rates went up following a Fed cut, why credit spreads have remained so tight, not taki ... Show More
32m 26s
Feb 2024
If You Leave Us Now with Mike Wilson
Mike Wilson of Morgan Stanley is back for his quarterly appearance! We discuss Nvidia earnings becoming a big macro event (2:00), the AI gold rush (6:45), finding relative value (10:00), interest rates (13:40), active vs. passive investing (23:40), the labor market (25:15), bank ... Show More
52m 4s
Nov 2024
From Comfort to Chaos: Why Your Financial Choices Matter More Now
If you're looking for guidance on improving your personal finances, click this link for a worksheet that will help you identify and clarify your spending habits: https://kenmcelroy.com/know-your-personal-expenses Ken and Danille McElroy explore how systemic economic forces and co ... Show More
51m 38s
Aug 2024
Talk Your Book: Finding Small Cap Diamonds in the Rough
On today's show, we spoke with Brandon Nelson, Senior Portfolio Manager for Calamos to discuss Calamos' favorite small cap sectors, why small caps have flown under the radar, understanding the relationship between momentum and fundamentals, profitability of small cap stocks, and ... Show More
38m 55s
Jun 2024
Money Aint Got No Owners Only Spenders
On this episode of “On The Tape,” Guy Adami and Dan Nathan talk about crazy month-end price action (4:00), narrowing leadership (7:30), what happens if the Fed doesn’t cut (13:00), consumer spending (16:00), the economy vs. the stock market (19:00), options pros worries about the ... Show More
35m 45s
Sep 2024
Even Every Winner Hits A Losing Streak
Guy Adami, Dan Nathan and Danny Moses are focusing on recent weak data from China and the U.S., the Federal Reserve's potential interest rate decisions, and the state of the job market. They also examine the impact of AI on tech stocks such as NVIDIA, Microsoft's integration of A ... Show More
48m 27s
Jan 2025
The Milkshake Theory: The Dollar's Strength is Both a Blessing and a Curse & Impact on Real Estate
Ken & Danille McElroy explore the Milkshake Theory with Brant Johnson as he explains the U.S. dollar's unexpected strength, its global implications, and how it impacts economies, real estate, and everyday lives. This high-level conversation unpacks the mechanics of international ... Show More
57m 44s
Jan 2024
Biggest 2024 Real Estate Trends From A $3 Billion Real Estate Investor
Ken McElroy explores the key drivers and trends shaping the 2024 real estate market. He discusses various factors such as interest rates, construction costs, and demographic shifts, highlighting the top ten markets for potential investment and discussing the impact of current eco ... Show More
8m 58s
Jun 2
Ask an Adviser: Don't do this with your super & tax-efficient investing for kids + more
How do you make smart money decisions when you don’t know what your future looks like? That’s the question to start this episode.Alex and Scott, co-founders of Everest Wealth, join us to unpack big financial questions from the Equity Mates community. Whether you’re juggling savin ... Show More
46m 45s
Jan 2025
Renting vs. Buying: The Facts Nobody Talks About
Ken and Danille discuss why renting is significantly cheaper than buying in today’s market—but does that mean homeownership isn’t worth it? In this video, they dive into the financial benefits of owning a home, from long-term appreciation to equity building, and explore why buyin ... Show More
53m 32s