Money of Mine Podcast

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

The Koala is back on the show. Our favourite pseudonymous investor joins to unpack the most niche commodity story in the market: scandium, a metal with barely 80 tonnes of annual production that Bloom Energy's fuel cells have suddenly made indispensable to the AI buildout. With short sellers circling Bloom over its Chinese supply chain exposure, the timing couldn't be better. In this ep, the Koala covers: • How data centres turned the Bloom box from a marginal power solution into a must-have,