We have a treat for the tin barons – a two-in-one special all on tin!
Mark Thompson and Hadley Natus joined us in to separate conversation to give the lay of the land on the tin bull thesis, how demand and supply and playing into current price movements, why there’s a distinct difference between metal and concentrate pricing, how Indonesia and Myanmar impact the market and heaps more.
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
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
WA Water Bores – WA’s premier water well drilling company
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
Buy Money of Mine MERCH
(0:00:00)Introduction
(0:01:13)How the tin market got to today
(0:19:29)Myanmar + Indonesia's impact
(0:29:21)Supply fragility
(0:44:24)Hadley Natus on Money of Mine
(0:47:54)The supply-demand balance
(0:50:21)Understanding concentrate vs metal market
(0:53:47)The role of refining capacity
(0:59:07)Thoughts on the Indonesia scandal
(1:05:30)Tin vs copper
(1:12:23)Is there a Physical Tin Trust? Should there be?
(1:16:33)Will there be a new Myanmar?
(1:18:08)Is Congolese supply at risk
Popular Podcasts
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
The Nikki Glaser Podcast
Every week comedian and infamous roaster Nikki Glaser provides a fun, fast-paced, and brutally honest look into current pop-culture and her own personal life.