Скачать или смотреть 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.


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▶️ 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


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⚠️ 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...