Money of Mine Podcast

Rob Cohen has been on our wish list for a long time. A metallurgical engineer who has spent nearly three decades at 1832 Asset Management in Toronto, he runs the Dynamic Precious Metals Fund and is often the first institution to appear on the register of an emerging Australian gold developer, usually buying on market rather than waiting for a placement. Timed for those heading to Diggers, this one is a tour through the calls that built the track record, and the process behind them. In this epi

Forrestania Resources has gone from a 1c shell to a $600 million company through an extraordinary run of 16 deals in 14 months. But its recommended takeover of Zenith Minerals is now facing scrutiny from the Takeovers Panel, raising questions around timing, disclosure, director acceptances and a massive equity raising that followed the bid. We walk through the chronology, the key players, why the Edna May acquisition changes everything, and whether this ultimately ends with a sweeter offer for

Darren McLean is back. A longtime mining investor, Muddy Waters consultant and Chairman of Mayfair Gold, Darren has spent his career hunting dislocations in the development space, and he argues developers are now the cheapest he has ever seen. We get into why the setup is so unusual: quality assets trading at a fraction of NAV, a permitting environment that has finally turned, and a market he thinks is heading for a construction cycle rather than the M&A wave everyone keeps waiting for. In thi