Episodes

In today’s episode, we’re joined by renowned resource investor Rick Rule to explore where the most overlooked pockets of value lie in the market. Our conversation covers the most beaten-up parts of the market, whether there’s...

Daniel Dingo Harangozo of Nero Resource Fund is joins us on the mic as we review the big events of the week just gone. And there's no bigger news that China’s push toward “anti-involution” and what it means for commodity mark...

With so much unfolding in China across the battery metalsspace, we sat down with YJ Lee at the perfect time. YJ runs a fund focused on the energy transition and bringsdeep expertise in both metals and battery markets. In this...

We’ve got a new style of show that we’re pumped to share. The weekly wrap covering all the big stories in detail plus plenty highlights. We’ve got analysis, ratings and hot takes. And we're joined by Sam Berridge, Portfolio M...

We’re thrilled to bring you a candid conversation with ZimiMeka — co-founder and CEO of Ausenco , one of the world’s top mining engineering firms. From the soaring highs to unbearable lows, Zimi sharesstories of building mine...

Today’s episode is an exploration into the story behind one of Australia’s greatest business success stories, Fortescue. The company has paid over $42B in dividends in its brief history, which began at Andrew Forrest’s kitche...

We kick things off with Australia’s bold indication to set arare earth floor price – a page right out of the US playbook – and then dive into the big question: Will the government step in to rescue all our struggling smelters...

With the quarterly season wrapping up, we pick apart the most interesting updates in the market. First up: Boss Energy. A leadership shake-up and a cloudedoutlook for Honeymoon saw the share price halve. Then to Liontown, who...

Today’s episode is a conversation on what remains Australia’s most intriguing company, Mineral Resources (aka MinRes).We invite on Moz, who unpacks with us his thesis for investing in the diversified miner after publishing hi...

We’re delighted to share this passionate and energeticconversation with Steve Beresford and Ahmad Saleem. With Steve and Ahmad, we dive into the problems they set out to tackle when they launched their timeless podcast, Explo...

Today’s episode is a conversation that completely drew us in— with Canadian resource fund manager Darren McLean. Darren is a thoughtful and passionate investor, focused onfinding unloved and overlooked stocks. He follows comp...

There’s plenty of alpha to be made — and money to be saved — by learning from a sceptical geologist. So we interviewed one. Roland Gotthard has built a reputation for calling out poordisclosure practices, guiding investors on...

Recent wild volatility in markets has led us to reflect ongold, so we thought why not chat with the man who’s spent more time than most thinking about the precious metal… Dirk Baur. Dirk was kind enough to share his wisdom fr...

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 experie...

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 w...

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 ...

We mix things up today with a daily show and interview allin one as we’re joined by Hank Ruehl, who is a natural resource investor through the fund he founded, Sierra Morena Capital. We dive into the latest escalations in the...

To kick things off today we pick apart Paladin’s announcement that CEO Ian Purdy will step down and look at what the future could hold for the uranium miner. We then venture to West Africa where Predictive shared their DFS nu...

Nothing gets us excited like a bidding war. The Rack Attackin Arizona ft. New World Resources, Kinterra Capital and CAML is delivering on all fronts, we share the latest here plus explore the rising trend of resource national...

Hostile M&A is back! Kinterra Capital and CAML are going head-to-head in their quest to take out New World Resources, giving us no shortage of enjoyment. We also picked up on a chunky financing package for Asante Gold, who ha...

We kick off with the wild moves sweeping through uranium, breaking down SPUT’s raise, the squeeze mechanics, and whether valuations have run too hot. Next up: the drama at New World Resources, where a bidding war could be bre...

We have been struggling to make sense of the headlines in the rare earths market lately. What's relevent? What's real? Why do the equities make no sense? To piece it together, we've pulled together a conversation with 3 very ...

There has hardly been news in the mining world that’s left us as stunned as Tether (yes, the crypto company) buying a huge stake in royalty group, Elemental. We had to unpack it. On the other end of the spectrum, a struggling...

How does a shell company turn into Australia’s biggest goldminer, capped at nearly $30 billion? In this episode, we unpack the fascinating story of NorthernStar — from 2c a share to over $20, securing world-class assets acros...

Today we’re sharing our conversation with Taylor McKenna of Kopernik Global Investors. We’ve long wanted to chat with Kopernik, given their strong value investing orientation, the fantastic research papers they’ve shared and ...

For today’s show we welcome back the Koala. It’s been a busy period of big announcements on the global mining stage, with Rio’s CEO announcing his resignation, Glencore seemingly prepping for a deal, Harmony Gold bidding for ...

On the show today we’re joined by Neil Ringdahl to pick apart the challenges at Ivanhoe’s Kamoa-Kakula. Neil technical background made him the perfect person to walk us through the news that shook Ivanhoe. The seismic events ...

Today’s show covered it all, from a deep dive into WA gold to what it takes to turn a company into an institutional-grade powerhouse. From the Genesis deal to snap up Focus Minerals’ Laverton project, to the growth plans, we ...

This week, we hit the Fin’s Mining Summit and rubbedshoulders with the who’s who of Australia’s mining elite. We decide to break down the big themes everyone’s debating — who’s really top dog in iron ore, which miners should ...

Xanadu finally received a cash bid, but it came from anunexpected bidder. We’re hooked and naturally, we explore the likelihood of a bidding war should Zijin feel the pressure to bid now. The most publicised sale process at t...

Commodity trader Bentley Attebery and China macro analyst Rogan Quinn join us for a unique conversation. The pair delve into the current dynamics of commodity markets, particularly focusing on China's economic activities and ...

In today’s episode, we invited on Dave Franklyn of Argonaut Funds Management. We thoroughly enjoyed this conversation, which traversed many topics, including how to make sense of the macro environment, why Dave never compromi...

It’s been a big week at Money of Mine, so we start today’s show with an open yarn about it. To get back into the swing and talk about what we’re fascinated by, we dove in a big story. Why Liontown has run so hard and what the...

Will Thomson of Massif Capital has a unique way of thinking about opportunities so we were thrilled to cover topics including tin and the DRC, copper and Zambia, USA’s growing understanding of mineral importance, gold miners ...

Fund manager, David Finch of Ixios Asset Management kindly joined us to explore the full spectrum of mining equites. We largely discuss the state of gold miners who will be flush with cash at current gold prices. The question...

Today’s show is a fantastic chat with fund manager Rick Squire. We covered a heap of ground, from the possibility of a rare earths rebound, to where there’s value in the gold sector, as well as prioritising companies of scale...

A quick wrap up for the week as we rapid fire run through the five most interesting deals of the week. Plus we can't let the late quarterly reporters get away without our signature Name and Shame segment. Sign-up for the Dire...

In today’s show we had the pleasure of chatting with junior mining specialist John Forwood. John is a wealth of knowledge when it comes to the explorers, so we picked his brain on interesting commodities, where pockets of val...

We’re in the thick of quarterlies now, so we plucked out 2 of the most fascinating stories to chat about. First up we dived into MinRes, who saw their stock rocket 15%+ on the back of their release. And for our second story, ...

We start the week with a bit of shareholder activism, as Datt Capital launched a 249D to make some board changes at gold exploration bolter Koonenberry. Our second story for the day is a gold Merger of Equals, with Alkane and...

Given all that’s transpired in markets lately, we felt overdue a discussion Perennial Value Management’s Sam Berridge. As always, Sam shared his thorough and nuanced perspectives on a range of topics, starting with the macro ...

Why this ‘Big Short’ billionaire bought a gold mine? Also, are Liontown slowly making it work? Along with Paladin’s rebound on quarterly pounds and Albanese’s announcement of a strategic minerals reserve. Sign-up for the Dire...

With gold rocketing, we start the show by running through interesting undeveloped Aussie gold projects flying under the radar. Next we move to MP Materials, which has been caught in the cross hairs of the trade war, followed ...

Sam Broom, Investment Executive at Sprott, returns after his XMAS 2024 cameo. Sam loves looking at which sectors have been punished for a long time, anticipating when they are going to re-emerge. We talked precious metals (go...

It had been far too long, so for this special episode, we invited back Joe “Mr Lithium” Lowry. We discussed Joe’s fantastic recent write-up on the evolution and geopolitical strategy at play in the lithium sector, what the We...

We’re in quarterly season now, with the cash building Genesis grabbing our attention first up. Next, we ventured east to chat about the rise and rise of Aurelia, as their Federation mine comes to the fore. Lastly, we look at ...

Copper hopeful Prospect Resources has tied up a strategic investment from neighbour First Quantum at a premium, seeing their stock jump. Greatland Gold saw a solid result, and we dive into how rare earths are taking centre st...

There’s only one story to chat about today… Bellevue. We go into the ins & outs of the new mine plan, the capital raise, the prospects of a takeover and a whole heap more. Sign-up for the Director’s Special Please read our Pr...

Matthew Fist, Portfolio Manager of the Firetrail Small Cap fund, breaks down how he’s making sense of markets, his preference to focus on bottom-up fundamentals in times of macro volatility, and how he’s positioning the fund ...

As global markets rocketed, tin got smashed on the back of the news that Alphamin would be making a staged restart of the Bisie mine. We then delved into the latest in the Gold Road – Gold Fields saga, with the target seeming...

Today’s show is a great discussion with the vastly experienced Alan Broome. We looked at what the mines of the future will look like, where the low hanging fruit is in respect to innovation, how Australia can stay ahead of th...

There are lots of unknowns in the ever-evolving lithium market: think supply, demand, geopolitics, technology and battery chemistry. Today, emerging young gun Daniel Rau joins us to discuss this. We explore the current market...

Markets started Monday in freefall, so we talked about the implications for Aussie and global miners. We then delved into Rio Tinto’s activist battle with Palliser Capital and touched on uranium market dynamics too. Sign-up f...

The gold price is flying, can you believe it’s soared beyond A$5,000 per ounce? We ask Hedley Widdup of Lion Selection Group about every single gold junior we can think of. We don’t think we even talk about a single producer ...

First up today is the punchy bid that Huayou & Renault chucked up for Galan’s assets, leading it to jump 45%. Then, we discuss possibilities in anticipation of Bellevue’s release, we look at Ramelius’ pre-reported quarterly a...

We go big today, with a chat about 2 of the biggest and best performing companies in the natural resource world. Zijin Mining + Franco Nevada. We peel into why they’ve outperformed and try to extract what can be replicated. T...

We start the week by chatting about rumoured M&A in the West Australian lithium sector, with a group of Indian groups reportedly interested in buying a stake in SQM’s assets. Then we venture into the world of antimony by diss...

Today’s episode is a discussion with a Money of Mine favourite and a true value investor, Vas Piperoglou. The conversation ranged from the extended valuations in global markets, the implications of heightened Western inflatio...

It’s a gold day today. From M&A to production woes, we covered it all in the show, picking apart the intricacies of Gold Fields approach for its JV partner Gold Road, as well as were the suspected production downgrade will le...

Today’s show is a bit different. We thought we’d give ourselves a history lesson and explore the costliest M&A mistakes in our industry. Our aim was to understand what went wrong, why things went south and what mining compani...

Shortly before we pressed record, Gold Fields came out swinging with a hostile offer for Gold Road… Needless to say that got us chatting. We then touched on Bellevue’s down day before moving on to The Battle for Robe Mesa, as...

Today’s episode is a unique conversation with special guests Russell “Rusty” Delroy of Nero Resource Fund & Brice Gower of Augment Technologies. We explore completely new terrain, exploring how the technological megatrends on...

Plenty to riff on today, starting with the Kazatomprom’s full year numbers then moving to Capricorn’s decision to close out its hedgebook. That led us to a broader chat on gold industry hedges as well as a focus on Bellevue a...

Today’s show is a discussion with the king of deep value, Trader Ferg. We look at where the various markets he tracks are at in their cycles, which metals are screaming out to him and how he plays them, and how misunderstood ...

It’s finally happened – Ramelius and Spartan are tying the knot! We dive deep into this long-awaited deal, giving our take on the structure, valuation, synergies and more. To round off, we look at how this price tag reflects ...

It had been too long since we last spoke with Aussie funds management’s leading uranium bull, Guy Keller. He joined us on the show again to pick apart the enormous short-interest in uranium stocks, why EnCore was down 50% on ...

There was plenty for us to explore today, starting with Boss Energy’s dealing with Laramide. We then explored the potential for First Quantum to restart Cobre Panama, before moving south to Solgold on the news that Jiangxi no...

We go to the Murchison first today, unpacking Ramelius’ updated mine plan for Mt Magnet, which the market didn’t take kindly to. Then we ventured to the DRC to discuss the wild move in the world of cobalt, as well as the pote...

First on the list today is a juicy takeover story. We start with a London-listed miner which just received a 93% take premium… which it rejected. We ended up unpacking most the mineral sands industry, looking to understand wh...

We had the delight of chatting with two insightful junior mining analysts on how to find early-stage projects that are capable of generating shareholder value over time. Vukasin Pekovic posts regularly on Twitter (@VukasinPek...

We kick things off today with a walk through how someone managed incinerate a few million dollars in a matter of moments at BHP. Next up we tackled the lithium giant SQM and delved into trying to decipher where we’re at in th...

We had the opportunity to sit down Vuslat Bayoglu, a man who knows more then most about running an African mining business. Vuslat leads Menar, a private mining & investment company, that has bought assets from Rio in the pas...

We jumped straight into uranium talk with EnCore Energy getting punished, down 46% on a production miss and the news that its CEO would leave the company effective immediate. We then had a detailed conversation on the risk-of...

Darren Kwok from Perenti/Barminco and Andrew Dawson from Sandvik joined the show to chat the future of underground load & haul. We had a yarn about: · Battery truck trial at Sunrise Dam · Diesel/Electric loaders a...

Today we’re sharing an enlightening discussion into the world of making discoveries, African exploration and having an edge, with First Quantum’s Mike Christie. We explore whether mining companies have lost the plot, where he...

We start todays show delving into rare earths and how the depressed price environment is hitting Lynas, looking to answer whether they’ll need extra cash. Next, we spit-ball about what advancements in robotics and AI could do...

We ventured to Canada to kick things off today, unpacking the C$7.7b deal between Equinox and Calibre. Next up we delved into a lucrative and niche commodity, and we ask the question, can a Canadian junior crack the monopoly?...

Two big stories dominated our focus today: Mitsui’s Rhodes Ridge deal + the De Beers write down by Anglo. We had to unpack the truly enormous swing the Japanese trading house has taken at an iron ore project only forecasted t...

It was our privilege to sit down with Perseus Mining CEO Jeff Quartermaine. Jeff has run the West African gold miner for over a decade, helping take the company from a junior to where it is today. We discussed the recent M&A ...

There’s been a plethora of businesses reporting numbers, but we decided really hone in on one name. MinRes. The company is fascinating, and the story gets better by the day. We looked to focus on what really mattered from the...

We dive straight into the Big Australian’s numbers, specifically honing in on BHP’s action in South Australian Copper and asking the question: How much have they blown? Next up we discussed the passionately supported Adriatic...

Pala Investments’ Tom Solomon sat down with us for a cracking chat on his views on the uranium market, where copper is going, the value in gold as well as how his general macro overview is shaping his investments. Sign-up for...

We had the pleasure of chatting with Spencer Cole, an expert in a part of our industry in which we haven’t spoken nearly enough about. Spencer knows more than most about royalties, so we used the opportunity to pick his brain...

We flipped the switch today and dived into the world underground mining with Matty. We break down the step by step process of mining underground, challenges different mines can face, things to keep an eye out for during ramp ...

We’ve opted for a different style of episode today diving into the world of mining corporate finance with Ally GC, getting into some 101 on all the different concepts and lingo. We discuss how mining companies decide on their...

We kick off our 400th podcast episode diving into some uranium news and then took a look at Polymetals’ recent capital raising and their path to restarting the Endeavor zinc-silver mine. We checked out a peculiar small cap go...

You asked the questions, we answered them. In today’s chat we ripped through a heap of questions sent in by the Money Miners, quizzing us on what Trump’s presidency means for commodities, the outlook for copper in 2025, why o...

We had a special guest join today’s episode, West Coast Eagles footy superstar, Jeremy McGovern. We took a look at the Blackstone Mankayan deal, trade war updates and the recent gold price action. Sign-up for the Director’s S...

We dived into the big news of the day, taking a look at Predictive’s strategic placement to the Lundin Family and Zijin. Matty touched on WA1’s met results, and we closed with a rapid fire on other news stories from around th...

Trump’s tariffs on Mexico, Canada and China was the big news over the weekend which sent shivers down the spine of many ASX miners. We discuss what the potential impacts on commodities may be, while also taking a look at West...

We got fundie Romano Sala Tenna back in the studio for a cracking ep, honing in on 2024 learnings and the outlook for 2025. We dive into the passive vs active debate, momentum going ballistic, being overweight miners and a wh...

It’s our last day of talking about quarterlies so Matty and Ally dived in and went through some highlights from the MinRes and IGO reports, along with a few others around the grounds. Sign-up for the Director’s Special Please...

She’s a big quarterlies day today. We checked in on Boss Energy’s restart progress, spitballed what Gold Road and Perseus might use their healthy looking balance sheets for, and a rapid fire on Develop and Pilbara’s quarterli...

There was plenty of market news that surfaced over the weekend, so we got started highlighting the mining implications, before diving into Bellevue’s quarterly. Next cab off the rank was Fortescue’s acquisition of Red Hawk fo...

AGC is back behind the mic as we dive into a bunch of the goldies including Regis & Westgold, plus a dive in Greatland Gold now that they have the keys to Telfer. We also spend a bit of time peeking into uranium play Lotus Re...

Quarterlies are coming thick ‘n’ fast, with Paladin’s big uptick getting us chatting. Have they solved their water challenges? Will the record short interest fall? Next up we discuss the fascinating news that Saudi state back...

We’ve got 3 big ones today with the quaterlies starting to roll through. First up is Liontown, with a number of positives coming from their Kathleen Valley ramp up, followed up by gold giant Northern Star, who’ve been investi...

We’re back. The majors saved some big news. Confirmed talks between Rio Tinto and Glencore got us chatting about what the merits of such an outrageous deal could be. Next up we touched on Ioneer’s upsized US$996m DoE loan to ...

Today’s episode is the 2024 finale, with a don of the industry, Peter Ker. Pete has covered the resources sector for the AFR for well over a decade, which makes him the perfect guest for a discussion covering the topics that ...

This episode is one of our favourites for the year, with fundies sharing their wisdom and insights on the year ahead. We learn about what these money managers think will do well, what to avoid and what nobody else is talking ...