Episodes

There’s only one thing to talk about today… Northern Star’s big swing for De Grey. This friendly, all-scrip deal which implies a A$5b value for the developer of Hemi is the biggest deal of its kind, so we’ve got plenty to chat about. Come to our Christmas Drinks tomorrow, RSVP here Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 11...

Going back to the good old days with a couple of passionate Jumbo operators for the underground mining industry, David Tucker and Jeff "Dahmer" Elder. In Part 1 of this massive yarn, we went into balancing production and development underground, importance of infrastructure, the new computer jumbos and the easiest mine Tucker has worked at. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferre...

We brought on special guests Matt Warder + the Koala to dissect the Anglo-Peabody deal, plus get into a range of topics relating to coal markets including Glencore, Yancoal & BHP. We also touched on the WA government’s decision to provide some relief to lithium players. You can follow Matt Warder on Twitter @mfwarder and Koala is @YellowLabLife Sign-up for the Director’s Special Chapters: (0:00:00) Introduction (0:01:10) Lithium Relief from WA Government (0:07:14) Peabody pays up for Anglo...

We wanted to learn more about diamonds, so we brought on the expert. Paul Zimnisky has been an independent consultant analysing the diamond for over a decade, so we used the chance to learn about lab grown diamonds, the viability of the diamond mining industry, what will happen to De Beers, his contrarian industry takes and more. Paul's site: www.paulzimnisky.com RSVP to our Xmas drinks on 3 December at Brewdog next week at https://calendarlink.com/event/CVpKS Sign-up for the Director’s Spec...

We’ve got 2 big ones today, with a deep dive into Boss Energy, looking at how they’ll go in meeting production numbers and understanding why they’ve become the 2nd most shorted company in Australia. Then, we explore the rumours that Evolution may sell Mungari, chatting about the merits of a sale in this environment, as well as touching on the likelihood Vault & Genesis will merge. RSVP to our Xmas drinks on 3 December at Brewdog next week here Sign-up for the Director’s Special Please read o...

We sat down with a couple of legends, Jill Irvin & Shane McLeay of Entech, the gurus on what’s needed to turn a deposit into a mine. They taught us about all the tricks in a mining company’s key studies, what makes a good study or bad one, the key numbers to look out for, where clients put the pressure on them, what’s underappreciated about their work & a whole heap more. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral...

Two big stories today, firstly our takes on the much anticipated MinRes AGM which we attended… plenty to chat about. Then we discuss the big news out of Canada, that NexGen is one step closer to building a mine with a key permit approved. Sign-up for the Director’s Special Chapters: (0:00:00) Introduction (0:01:32) MinRes AGM: what we thought (0:37:19) Nexgen's approvals march forward Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services –...

Today’s show takes us to North America, with an intriguing deal coming via the sale of a non-core Newmont asset, Musselwhite, to Orla Mining. Back home we chat through Spartan’s latest met testwork before we unpack the merger between NAL partners Sayona and Piedmont Lithium. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1...

We’ve got some big stories to chat about today, starting with the Russian export ban on enriched uranium to the US, then on the big jump in aluminium prices following China tax rebate cancellation. Next, we spoke about a couple of cash box companies in Red Hill and Indiana who issued dividends, and lastly a segment on Resolute and their Malian situation. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services –...

Today’s show is a special yarn with a couple of GC’s who’ve spread the good word of Money of Mine. We welcomed on Partick from Uranium Twitter and Sean Russo for a chat about Paladin’s shocking week, spotting trends early, aligned management teams, how to think about restart projects and plenty more. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.co...

We’ve got 2 big ones today, starting with MinRes shutting Bald Hill until lithium prices recover, as well as the board admitting they should’ve shared numerous related party transactions. Our second story is all about M&A drama in the small cap gold space, involving Brightstar, Patronus & Alto. Chapters: (0:00:00)Introduction (0:00:30)MinRes shut down Bald Hill (0:21:02)DELPHI stirring the pot in the Sandstone Sign-up for the Director’s Special Please read our Privacy Policy and Disclaime...

Today we spent a while dissecting and discussing Paladin’s latest update which saw the stock crater some 25%, before picking through a potential value play with a colourful history in Kingsgate Consolidated. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia w...

We start today with Liontown, who’ve shared some new numbers on Kathleen Valley to help them fight another day, before jumping to some concerning news out of Mali, with Resolute’s CEO and two employees being detained over a tax dispute. Lastly, we delve into Hastings, who’re in a bit of a financial predicament... Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor enquiry...

We’re pumped to share our discussion with the co-founders of Baza Capital, Will Sandover & Brayden McCormack. We kick off the chat by hearing about the journey of starting a fund a couple months before covid swept through, and the various ups and downs since. The guys get into how they build their portfolio, how they’ve refined their strategy of the years & why they’re seeing value in the beaten-up mining services space, plus the alternative ways of playing the commodity cycle. Sign-up for the...

We lead off with how the Trump win affected the commodity and equity markets, along with what the future may hold. There was also some big comments last night regarding the future of Lithium and Cobalt. Then we round out with a Trump trade that flew under the radar. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 Grounded - Infr...

In the spirit of Melbourne Cup Day, we take a look at some small cap underdogs that have done interesting deals or made fascinating discoveries of late. Next up, we talk about the shift in sentiment and funding dynamics for junior gold companies, closing off with a mega session on M&A predictions. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.a...

We kick off the week with a discussion about the corporate governance & leadership update from MinRes, followed by our infamous quarterlies name & shame segment. We then round off with a chat about an interesting ‘David & Goliath” type situation between a TSX junior and Rio Tinto. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Chapters: (0:00:42) Peeling apart the MinRes drama (0:20:42) Name and shame - quarterlies (0:29:29) Rio Tinto desperate for E...

We had the delight of having a detailed & candid chat with Paulo Macro. Paulo is a financial commentator and investor who’s connect with many people over recent years because of his work analysing the macro plus in his own special style. Our conversation focused on various commodities and their future, including uranium, gold, copper, oil (& other energy), PGMs and more. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral...

It’s all happening on the final day of quarterly season. First up, MinRes, with a big asset sale and some interesting quarterly numbers, followed by Liontown’s first quarter in operation, then on to lithium giant Pilbara and lastly a surprise capital raising at Meeka Metals. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1...

We rip in with the highs and lows of Sandfire’s quarterly, before jumping into speculation regarding the Anglo coal sale. Next on the list is Black Cat and their bumper $80m raise plus a chat about Kalgoorlie gold infrastructure, then Vault’s quarterly, and finally a first… a segment on diamond miner Burgundy Mines. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor enqu...

On back of an update from MinRes’ board, we have a chat about the decision they’ve got to make. We then move to an interesting take-over battle involving Siren Gold, Rua & Federation Mining before diving into Paladin’s quarterly which saw it drop 20%. Westgold’s new debt facility, the Brightstar & Aurumin trading halts and IGO’s quarterly round us off. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – ...

Today we get to share with you a conversation with Cailey Barker who has one of the most intriguing CVs we have ever seen in the industry. A qualified geologist who spent 15yrs as a sell side analyst and nearly a decade at Blackrock, the worlds largest mining fund manager, where he was a Portfolio Manager. We discuss trends, deals, fund dynamics, ESG, London mining and a lot more. Enjoy. Please read our Privacy Policy and Disclaimer here Sign-up for the Director’s Special Thank you to our P...

Today’s show includes a recap of the interesting details from this morning’s announcements, including Sayona Lithium, Northern Star, Metals X, & Antipa. Then, we share a chat we had with Jake Klein on the topics of regulatory challenges in Australia, our relationship with China plus M&A in the gold sector. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor enquiry@minera...

Today we welcomed on the show Ian Roper, a commodity strategist & expert with some unique views. Ian is a big believer in the growth of India, which he thinks will lead to huge met coal demand, he’s also identifying a “new” + “old” China which investors need to be aware of as well as having in depth knowledge of industrial metals copper & aluminium plus new energy materials nickel & lithium. Sign-up for the Director’s Special All information in this podcast is for education and entertainment ...

Naturally we start the show discussing the latest drama from MinRes as they & their top man Chris Ellison battle serious financial allegations. We then run through a round of gold quartiles, with Evolution, Ora Banda & Bellevue grabbing our attention. To wrap up, we discuss the likelihood of lower-grade iron ore product becoming the norm for Rio & BHP. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature ...

Today’s episode is one we’ve long wanted to do, and finally we got the opportunity. We’re excited to share our conversation with Alan Clark, better known as Aluminium Al. The discussion covered why you should care about aluminium and the urgent steps we need to take in Australia to save our industry, as well as delving into his global experience, the meteoric rise of China, the worst M&A deal in mining history and the future of this enormous industry. Sign-up for the Director’s Special ...

We’ve got a mega China special today with Shehzad Qazi, from the go-to experts, China Beige Book. Shehzad filled us in on the misconceptions the market has regarding China’s stimulus, whether the recent run in commodity prices was purely speculative hype, where the property sector goes from here plus where China will find itself by 2050, and lots 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 o...

We rip in with a yarn about Pilbara’s new debt facility and what it might be used for, then onto the Xanadu’s PFS and end-game. Google is getting into the nuclear game which caught our eye, and lastly Siren Gold looks to be turning down Federation Mining for a deal with Rua gold. 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. Mo...

Westgold (WGX) gets us started as they bed down the Karora merger, before we continue with the gold theme with Pantoro (PNR). Next, we chat about NSW producer Alkane (ALK), and finally we discuss the big move in the global bauxite market after events in world’s biggest producing country, Guinea. 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 p...

We’re excited to share our conversation with Huw Mackay, former BHP chief economist. Huw is a leading economist and strategist with deep insight into China, global macroeconomics and commodities. We invited him on the show so we could learn about the headline grabbing China stimulus, the challenges facing the world’s 2nd largest economy, the ramifications for commodities and Australia, as well as metals with intriguing set-ups, the de-globalisation trend, gold buyers and more. Sign-up for the ...

Rio’s (RIO) agreed deal with Arcadium (LTM), priced at US$6.7b kickstarted conversation today, before we went deep on Regis’ (RRL) strong cash print and outlook. To wrap up we discussed the expanded $150m capital raise for MAC, and what the read throughs are. 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 Contributor...

Today’s show takes us around the world, starting with MinRes’ (MIN) scheming in the West African country of Mauritania. Next, chat about the growing trend of Japanese conglomerates doing deals with explorers and developers, before touching on Capricorn’s (CMM) quarterly performance and Mt Gibson update, plus West African’s (WAF) recovery. 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...

We’ve got some cracking stories today, starting with the news that Rio Tinto (RIO) is sizing up Arcadium (LTM), for which we had Mike Teran, portfolio manager at Blackwattle, join us to discuss where fair value sits for the integrated lithium player. Next up we got into West African Resources (WAF) who had a torrid day amid nationalisation fears, and finally we discussed the takeover panels U-turn on ERA following some noise from minority shareholders. Sign-up for the Director’s Special ...

We had the privilege of speaking to mining industry veteran Owen Hegarty. Owen began his career Rio Tinto (CRA), becoming Asia & Aus. Copper-Gold MD, before branching out and starting Oxiana, which he ultimately merged with Zinifex to form OZ Minerals. Subsequently, he co-founded mining private equity giant EMR Capital, where he serves as exec chair, having also served as the vice-chair of Fortescue during the boom times. Sign-up for the Director’s Special All information in this podcast is f...

We kick off the show with a chat about the ~$270m block trade in Pilbara Minerals, with Ganfeng said to be involved, before jumping into Xanadu Mines and their big copper play in Mongolia. To wrap up we touch on the Paladin – Fission Uranium deal which is stalling at the final hurdle. 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...

Today we reveal what we are looking out for on our radar this quarterly reporting season since it’s October already. Plus we look at the stellar return of Tembo’s from selling their Spartan royalty to Osisko. And we wrap up with Rio’s optimism on getting Resolution up and about (finally maybe?) 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 pro...

3 different stories grabbed our attention today, the big China stimulus that is pushing stocks & commodities higher, Liontown (LTR) announcing their first shipment and Kingston Resources (KSN) releasing a ‘6-year mine life’ in the Cobar. 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...

We had the privilege of speaking with YJ Lee (@usuallyYJLe) for a fascinating discussion on all things “clean energy”. YJ, a fund manager at Arcane Capital, covered why he thinks consensus lithium/battery/EV expectations are far too weak, the components of the market he believes analyst’s are glossing over, where fragility in his opinions sit, the other battery metals he’s bullish on & a heap more. We thoroughly enjoyed this one & know you will too. Sign-up for the Director’s Special All inf...

We get into Delta Lithium’s strategic review of its Mt Ida gold project and spit ball a few potential outcomes, followed by a look at Southern Cross Gold’s AI supported mineralisation extension find. Lastly, we took the pulse on the Calidus administration process and whether a competing recap solution might pip Mr Creasy’s DOCA proposal. 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...

We kick things off with the US$175m uranium deal between UEC and Rio Tinto, then follow it up with the fascinating short report that surfaced on New Found Gold (NFG.nyse). Our final story for the day covers Adriatic Metals, a company at an intriguing inflection point in its journey to becoming a fully-fledged miner. 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...

The last few weeks have been HUGE in the macro world, with US rate cuts, volatile markets & threatening geopolitics. With this in mind, we interviewed macro-driven fund manager Chris Judd. Chris runs the Cerutty Macro Fund, which seeks out equity opportunities by following macro themes & liquidity cycles. The discussion covered his outlook on global markets, his view on inflation, the big opportunities as an Aussie investor and where commodities piece into his fund. Sign-up for the Director’s...

Today we had the chance to chat with Andy Leyland, co-founder of SC Insights. Andy has spent his career analysing commodities markets, with a particular focus on the battery supply chain. In our conversation we dive into his contrarian views on hybrids, what’s next for lithium, what the future holds for European automakers, what trends he thinks more people should focus on, the role of stationary storage and a whole heap more. Sign-up for the Director’s Special Chapters: (0:00:00) Introductio...

We rip into today’s show with a chat about Lotus’s (LOT) Letlhakane scoping study, which seemed to miss a key detail or two, then we moved to the big WA DomGas policy and the ramifications for MinRes (MIN). We round off with a chat about Kingsgate (KCN) and all the companies that came to mind who’ve ventured into South-East Asia, including Emerald (EMR), K92 and X64. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and i...

We kick things off with a revelation that another party tried buying Fission Uranium earlier this year. And with CGN publicly opposing the merger with Paladin, naturally we wonder if it was them. IGO is rumoured to be having a good look at Rio’s Winu Copper Project and we peel the curtain back on eight undeveloped gold projects in West Africa that we think are the most likely candidates to find their way into the hands of established producers. Sign-up for the Director’s Special Chapters: (0:...

We start today’s show with the news that US$85/lb is the new floor price being conceived for uranium contracts, and then it’s a chat about Sibanye-Stillwater and the wider PGM markets. Next up we picked up on some chatter that there’s been a breakthrough of sorts from China Northern Rare Earths, & to wrap up we take a looking at the goldies spilling news. Sign-up for the Director’s Special Chapters: (0:00:00) Introduction (0:01:30) Scuttlebutt from WNA (0:14:27) Is Sibayne-Stillwater beaten u...

Le Shrub (@Agnostoxxx) consistently provides some of the most entertaining and clever market commentary via his parody pseudonym. Shrub has pedigree and writes his thoughts on both Twitter & Substack (www.shrubstack.com). Imagine sound investment thinking combined with brilliant finance memes. Our conversation covered plenty of ground, from how he's positioning himself in a world of fiscal recklessness & monetary debasement, lessons from the GFC, building safeguards, why & which commodities he ...

Plenty to rip through today, starting with the big news out of CATL that lit up lithium markets, followed by the Greatland / Newmont deal. Next we jumped into IGO’s big strategy day, then we looked at Putin’s comments on commodity markets, before closing off with a chat about Catalyst, De Grey & Astral. 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 fin...

We kick things off yarning about the Greatland-Telfer deal which leaked late yesterday, before jumping into another interesting gold story in G-Mining. Next we touched on the Fission-Paladin deal, which scraped over the line, while saving a couple of juicy ones for the end with Bowen Coking Coal & Global Lithium getting a rightful mention. 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 hos...

We start today talking about the index changes for the top 200 & 300 biggest ASX players, with plenty of resource names featuring. Next up we dive into the Paladin – Fission Uranium deal, on the eve of the big vote, before chatting about the key points from WNA, the big uranium conference. Lastly, we touched on Perseus getting closer to wrapping up Predictive, with a 19.9% holding secured. Sign-up for the Director’s Special All information in this podcast is for education and entertainment p...

We had Alex Turnbull on for a cracking chat about raw materials through the entire supply chain to end demand. The discussion got in the weeds on data centres and the metals demand they’ll account for, whether the Aussie lithium sector can protect itself from wild volatility, lessons from years following met coal, whether certain parts of the world should adopt nuclear technology, the endgame for West automakers and a whole heap more. Sign-up for the Director’s Special All information in this ...

We’ve got a mixed bag in stories to yarn about today, with a follow up on the big story that is MinRes (MIN), followed by the news that Arcadium Lithium (LTM) will put Mt Cattlin on care & maintenance. On a more upbeat note, we chatted about the progress at Metro Mining (MMI), and to close off we discussed the production downgrade at Coronado (CRN). 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...

We each brought 4 unique and intriguing stories to the table today 1. Peninsula: “The next ASX U producer” 2. Meeka: Cashed up & good to go 3. Develop: Payments due? 4. MetalsTech: Another day on the ASX 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 circumstan...

Today we mixed it up by hunting down the 8 juiciest snippets from reporting season. Companies included Rio, Glencore, Sandfire, MAC, Zimplats/Implats, Lynas, FMG & Ramelius. In addition, we yarned about Genesis’ decision to pull forward Laverton. 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 awa...

We had Ahmad Saleem back on the poddy to chat about copper. Our discussion ventured from whether the much anticipated bull market will emerge, why majors target porphyry deposits, if it’s better to buy vs build, what juniors should target, what we can learn from the venture capital funding system and a heap 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) ar...

We’re drowning in news today, so we looked to pick out the most interesting and influential stories. First and foremost, MinRes (MIN), who’re battening down the hatches and “strangling” costs to fight another day. Then South32 (S32), who’s financial position is rather healthy, but are still tending for a few challenges. Lastly a gold check-in with Westgold (WGX) revealing its full year numbers and Red 5 (RED) sharing guidance for FY25. Sign-up for the Director’s Special All information in th...

We had plenty to pick from today but had to start with the news that the Paladin-Fission Uranium deal may be on the rocks. Next we chatted through what stood out from BHP’s annual numbers, plus what to read into in Galan’s MoU (GLN), 29Metals (29M) half year results and a quick quiz to finish off. 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...

It’s a big day for the U-bulls out there following Kazatomprom’s results late on Friday as well as ERA update and capital raising trading halt. We also saw annual results from lithium major Pilbara Minerals who added a tidy $1b debt facility to boot. 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 ...

We had natural resources fundie Dave Franklyn on to pick his brain on everything commodities related. The world of commodities has changed quite a bit since we last spoke with Dave one year ago, so we revisited some favourite topics such as the forces moving gold, the state of the Chinese economy and building a resources portfolio, as well as why the world’s view of met coal has changed, whether this is a ‘pause’ for uranium and plenty more. Sign-up for the Director’s Special All information ...

Mining news doesn’t stop… we’ve got 3 crackers today. 1. Whitehaven 30% of Blackwater + share their full year results 2. Patriot Battery Metals release their PEA 3. CONSOL & Arch Resources merge not form US$5.2b miner 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 p...

We’ve got 3 unique bits of news to pull apart today 1. Yancoal get smashed after cutting their interim dividend 2. Terra Uranium & ATHA announced a tie-up 3. A recap on all the intriguing block trades & strategic investments we’ve seen recently 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 awa...

We’ve got stories of two different mining companies, Regis Resources (RRL) & Silver Mines (SVL), who’ve both had their projects put on indefinite ice following separate government/court rulings. There’s lots for us to debate here. 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 person...

On the poddy today we interviewed Arjun Murti, a former head of energy research and partner at Goldman Sachs, who now publishes a Substack called Super-Spiked as well as working at energy research, strategy and investing group Veriten. We covered plenty of ground, including Arjun’s guiding principle on meeting the worlds energy needs, each nation’s focus on energy independence, how cyclical businesses should be financed, the recent spate of M&A in the sector, the changing attitude of banks towa...

We’ve got 2 BIG stories to chat about. Pilbara Minerals buying Latin Resources in an all-scrip deal AND Perseus making a move on Predictive Discovery. Let’s go. 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 investmen...

We’ve got a big deal to talk about, with Gold Fields (GFI.nyse) swinging for JV partner Osisko (OSK.to) in a C$2.16b deal. We also touched on comments from Barrick boss Mark Bristow, as well as speculation that Albemarle might sell their Greenbushes stake, and a block trade that crossed in Genesis (GMD) stock. Finally, we picked over news that Zambia has closed its boarder with the Congo. Sign-up for the Director’s Special All information in this podcast is for education and entertai...

We kick off the week diving deep into Red 5 to try and figure out what their next move will be after bolstering their balance sheet. This included another deep dive on Magnetic’s Lady Julie project and how the next Battle for Leonora could play out. We crossed the globe to Serbia to see what’s going on with the massive protests against Rio’s Jadar lithium project approvals, plus some around the grounds on Galan’s corporate interest and Beach Energy’s disappointing full year results. Sign-up fo...

Jon Hronsky joined us on the poddy to chat through a host of fascinating subjects, centred around improving exploration success. Jon is deeply experienced in the subject and has spent plenty of time developing models that can improve the return on investment, as well as the behavioural biases managers and explorers are afflicted by, what culture sets up a miner for exploration success, how AI/ML will change exploration and a heap more. Sign-up for the Director’s Special All information in thi...

We’re straight back into it with a recap of Diggers 2024, our own awards session, plus news coming out of Arcadium Lithium (LTM), West African (WAF), Medallion (MM8) and lastly CZR Resources. 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 maki...

Here’s our chat with mineral economics, geology & strategy whiz John Sykes. We went through a raft of topics, from commodities such as tin, lithium, rare earths & gold, to the role of government in supporting the industry, how China built its dominance, the biases that we’re all guilty of and a heap 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...

You asked the questions, we answered them. In today’s chat we ripped through a heap of questions that Money Miners sent in, quizzing us who the best management teams are, how we’re viewing certain projects, what the latest layoffs mean for the industry and a bunch 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 ...

It’s name and shame time to get us started, for those exploration battlers who can’t report on time. Then we’ve got uranium news from Cameco (CCJ.nyse), WA gold M&A involving BTR/AME/GML, quarterly awards with an Olympic theme plus a breakdown of the Albemarle news and what stood out to us this quarter. 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 fin...

There’s been a few companies that are hitting an intriguing point in their life cycle that we had to chat about, starting with Adriatic (ADT) as well as Liontown (LTR). Brightstar (BTR) and Alto (AME) are doing a deal, with details not realised at the time of recording, while Champion Iron churned out a decent quarter from their high grade Canadian operations. Sign-up for the Director's Special All information in this podcast is for education and entertainment purposes only and is of general ...

It’s all happening in the mining world. Another c. $2B of Fortescue (FMG) stock traded hands this morning, with fingers pointing at Capital Group again. BHP & Lundin Mining (LUN.TO) are teaming up to take out Filo (FIL.TO), share ownership of Josemaria and take their copper books to the next level. IGO shared their Q4 results and an outlook to FY25, as did Perseus (PRU), while MAC and SFR provided some new copper intercepts to the market. Sign-up for the Director’s Special All information i...

3 big stories today, starting with ERA seeing its Jabiluka lease not renewed, then rumours swirling about M&A involving Teck and just about every major miner and finally the quarterly that was at Ramelius. 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 circumstance...

We had pleasure of chatting with Bentley Atteberry, co-founder & CEO of Myst Trading, on all thing’s commodities. Bentley has a unique perspective given his position between investor & commodity trader, and shared views on coppers dramatic run up, the set up in aluminium, the niche world of tin, as well as what he’s picked up on the evolving lithium market and the beaten up PGM sector. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purpos...

We’ve got a BIG one. Bellevue (BGL) has come to the market hat in hand for $175m, while almost every ASX goldie shared a quarterly today (NST, WAF, CYL, PNR, RRL). Sandfire (SFR) had improved cashflow, but MATSA still looks shockingly expensive while Karoon (KAR) finally listened to shareholders by launching a buyback. 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 professional...

We’ve got some big stories in the thick of quarterly season, starting with a highlight reel of the best moments so far, before we dive into Ora Banda’s (OBM) numbers, Lynas’ (LYC) valuation and Metal Acquisition Corps (MAC) output. We wrap things up with a chat about the well-received Spartan (SPR) resource upgrade. 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...

First cab off the rank today is Paladin (PDN) with production of over 500kt pounds of uranium since the restart. Next up we spoke about South32 (S32) who had a horrid day after sharing their quarterly and an update on Worsley, followed by Regis (RRL) who came out with the McPhillamys DFS. We rounded up with 3 smaller operators, in varying states of health, with Jervois (JRV), Sierra Rutile (SRX) and Galena (G1A). Sign-up for the Director’s Special All information in this podcast is for educa...

JD sat down with John Forwood (CIO at Lowell Resource Fund) and Hedley Widdup (CEO at Lion Selection) for a big chat on junior mining. The conversation went from how their 2024 predictions are faring to the lack of liquidity in juniors, from the increasing red tape in the sector to how the financing landscape has changed and everything in between. 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. ...

We get going today with news that Fortescue (FMG) cut 700 jobs and is renewing its corporate structure & strategy, followed by a chat on Genesis’ (GMD) quarterly numbers. Evolution (EVN) had a decent quarter with some points worth discussing and lastly we spoke about a trend of more dealmaking for miners globally. 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) a...

On the back of Nickel West getting shafted by BHP officially (for now), Trav launched a Twitter Spaces on Thursday last week. The Koala and Tom Woolrych joined in. The convo shortly broadened out and so we thought we'd release it as a bonus episode this Wednesday. Enjoy Money Miners. 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...

We had a chat with long time natural resource fundie Warren Irwin to get his take on several topics. Our conversation covered the state of Canadian miners and the countries M&A policies, why you shouldn’t listen to uranium super bulls, the disservice NexGen is doing to mining, why he likes nickel and plenty 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) a...

We kicked off the week entertaining some hypotheticals after the massive copper M&A rumours over the weekend about BHP and Lundin reportedly working together to put forward a joint bid for Filo and Rio potentially having another crack at Teck. Matty then went into the weeds on the Bellevue quarterly, followed by Ally GC’s rapid fire on De Grey’s quarterly, Liontown’s new offtake and Meeka’s development progress. Sign-up for the Director’s Special All information in this podcast is for educati...

We went for a deep dive into the miners and contractors that make the cut for Aussie Small Cap fundie Matt Griffin’s portfolio. Matt’s a thoughtful generalist investor with plenty of experience in the mining sector, and he currently operates as a co-portfolio manager at Maple-Brown Abbott. We’ve discussed his uranium, copper, gold and energy holdings, as well as his views on the Canadian market, cost inflation across Australia and how he builds a small cap portfolio. Plus, a bumper under vs ov...

We’re all over the BIG news out of the uranium world – Kazakhstan is ramping up taxes on all mining projects, and boy could you see it from the surge in global uranium miners. We then went for a walk through IGO’s decision to not go downstream with Wyloo on a PCAM facility in Kwinana, and look ahead to where the company will go next. 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 ...

We started the show by trying to understand the poor performance of WA gold developers, and question whether this is their death. Then we chat about Meteoric (MEI) and their recent scoping study and stay in South American as there’s drama surrounding Silvercorp’s (SVM.t) stuttering takeover of Adventus (ADVN.t). We round off the chat highlighting all the key points we’re looking for this quarterly season. Sign-up for the Director’s Special All information in this podcast is for education and...

Plenty to rip into as always on a Monday, with two deals grabbing the headlines. MACH is buying Rex (RXM) for a bit under $400m while the Mt Bundy gold project is also being sold. Canada is making some big changes on an M&A front, while Encounter (ENR) continued its run on niobium hits. Ramelius (RMS) shared its cash figures while getting the go ahead, if it’s still interested, in bidding Westgold (and Karora) while Regis (RRL) generated plenty of cash. Sign-up for the Director’s Special Al...

We’re joined by Matt Warder for a great chat about met & thermal coal markets, what recent events have done to prices, what the transition away from these commodities will look like, which companies stand out and the age old dividend vs buyback debate. Enjoy the yarn! Sign-up for the Director’s Special Coal Trader Substack 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 profess...

We kick things off with a “How to Build a Waterfall Chart” special, now that we’re into quarterly season. Then, we chat about several pre-quarterly releases, including from Boss Energy, Westgold and Capricorn, before we round up the show with a discussion on Chalice’s poorly received MoU with Mitsubishi. 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 fi...

Some big news today with Liontown (LTR) announcing new funding with LG Energy, West African (WAF) updating their feasibility study whilst raising $120m and Centaurus (CTM) finally sharing their feasibility study. We also spoke briefly about 29Metals (29M) sharing their rates, met coal prices flying, intriguing developments in the cobalt market and some drama at Avebury. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is o...

We’ve got 3 big stories today. Firstly, a fire broke at Anglo’s (AAL.l) Grosvenor coal mine which caused alarm throughout the sector. Secondly, we were joined by Bogan Geologist and fund manager Emanuel Datt for a debrief on WA1 following their maiden resource as well as the recent metallurgical results, one year after we initially had them on. To wrap up, we discussed the unfortunately news that administrators have been called at Calidus (CAI). Sign-up for the Director’s Special All informa...

We had a chat with Mike Bevan, a geo (who runs a cracking YouTube channel at GeoInvest Insights) to get right into the weeds on understanding rare earths from a geologists perspective, as well as some uranium chat. We picked through hard rock and the clay deposits, the red flags to look for plus the important tricks in the all important metallurgical side of things. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of ge...

We’ve got Ahmad back in the studio for an exploration bonanza! This time we’re diving deep into lithium and rare earths, getting into all aspects of what make a good deposit (or discovery), what the common red flags are, what make certain projects stand out, how investors are commonly deceived and a whole heap 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...

It’s straight into the Murchison as all fingers point to Ramelius (RMS) as the buyer of a parcel of Spartan (SPR) stock, before we go global, diving into the Paladin (PDN) – Fission Uranium (FCU.t) deal. Our final topic was the notable collapse of Sev.en’s deal to buy 51% of Coronado (CRN) from EMG, with a bit of commentary on the broader investment interest from Aussie Superfunds in energy businesses. Sign-up for the Director’s Special All information in this podcast is for education and ent...

We’re back swinging this week with all sorts of news. Firstly, we dive into Pilbara Minerals (PLS) huge expansion plans, before getting into some juicy news on the pending Karora (KRR.t) Westgold (WGX) deal. It’s then over to uranium land with Paladin (PDN) announcing a potential deal, rumoured to be Fission (FCU.t). We wrap things up with Tianqi’s disgust at the Chilean regulator following SQM-Codelco Atacama deal. Sign-up for the Director’s Special All information in this podcas...

We’ve got a belter of a weekend special here, Daniel “Dingo” Harangozo and Sammy Berridge on the show. While Sammy is a familiar face to the Money Miners, we’ve pulled Dingo on for his debut, to pick the brains of a first rate investor in the natural resources space. We had a blast chatting through everything under the sun, from uranium to lithium, Australian energy through to PGMs and all that sits in between. Sign-up for the Director’s Special All information in this podcast is for educati...

It’s all happening today, with the nuclear debate ramping up and going mainstream naturally getting us chatting. MinRes (MIN) dropped a late one yesterday, shutting down their Yilgarn iron ore operations plus we got Ahmad on for a special chat about Queensland copper, and a potential “discovery” by Anglo. Resolute (RSG) re-wrote some of the terms of their Ravenswood sale which sees some cash coming in the door, and Rox (RXL) updated the market on their recoveries at Youanmi. Sign-up for the D...

This is a different episode today. It’s a bonus episode after all. When we were in Sydney, we asked Livewire’s Co-Founder, James Marlay, if he would be kind enough to let us ask him about his experience building and growing the business. He kindly said yes. As we build Money of Mine, we look at leading digital media businesses like Livewire to learn everything we can. In a short period of time, Livewire became the go-to site to discover the views of Australia’s leading fund managers. We ha...

We kickstart the show looking to identify the seller of over $1b of FMG stock. Then, it’s a dive into Niger to get up to see on how geopolitical events are shaping European uranium demand, before we pick apart Beach Energy’s (BPT) new direction. Lastly, we discuss three open pit gold projects (GMD, AUC, SGD.t) and see how each stacks up. 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 host...

Righto Money Miners, Deterra (DRR) has done a deal and you bet we had a chat about it. Out of the blue, Rio Tinto’s (RIO) Jadar project looks like its going to get local approval in Serbia, while the rest of the lithium market (LTR, IGO, PLS) is reeling for a tough month in the market. Uranium, on the other hand, continues to win people over, as Japan discussed expanding output at a number of its existing power plants. Sign-up for the Director’s Special All information in this podcast is for...

We’ve got a great chat to share with Fergus Cullen (or Trader Ferg). Ferg writes a popular Substack blog, where he hunts for value investments in a lot of the areas we like to look. We had a blast picking through PGMs, beaten oil services plays, the evolution of the uranium trade, where coal and other energy goes from here, why he’s taken a liking to gold as well as the recent addition of tin to his portfolio. Sign-up for the Director’s Special All information in this podcast is for educatio...