Episodes

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$...

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 & stra...

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 ...

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 grou...

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 podca...

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 migh...

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...

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...

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 Specia...

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, ho...

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 la...

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 them...

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 d...

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), s...

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 Dir...

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 co...

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 s...

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) o...

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...

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 ...

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 ...

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 releas...

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 su...

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 anot...

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 cu...

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...

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 ...

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 f...

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 ...

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...

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 spok...

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 ...

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 ...

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...

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 t...

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...

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 rat...

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 ...

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 t...

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 ...

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 marke...

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...

We’re straight into the shorts today, chatting through a heap of the most shorted ASX miners and pondering why. Then, we delved into the EU’s latest attempts to support its auto-makers by ratcheting up tariffs on Chinese made...

We sat down with Stephen Wood of Eiger Capital to chat through his views on the world of resources. Stephen has been invested in a host of companies across many commodities that we love to chat about, from goldies to iron ore...

We’ve got plenty of stories from around the grounds, starting with 29Metals (29M) finalising their offtake financing, then onto Southern Cross (SXG) & Mawson Gold (MAW.t) tying the knot. MinRes (MIN) seem to have pushed their...

Bonus ep time Money Miners. We sat down with 4 (3 in person, 1 virtually) UGC’s who earned their way onto the show through their phenomenal effort in sharing the Director’s Special newsletter . Chatting with these Money Miner...

The Money Miners have long requested a small cap special, and we’ve done it. We brought on geological whiz Ahmad Saleem to help us navigate some hot regions, companies and commodity all across the world. First up we went to t...

Chris Ellison pulled one of his “levers” and announced the much-anticipated sale of 49% of the haul road. We look at the players that could reap the rewards for the new road. Matty got us up-to-date on all the big rumblings i...

This is a juicy episode. We decided to chat through all the companies that have something bubbling away that could rise to the surface soon. We run through it by commodity, chatting our way through energy (including uranium),...

On our voyage to Sydney, we sat down with Darko Kuzmanovic (Janus Henderson) and Matt Fist (Firetrail), alongside Livewire’s James Marley, to pick the brains of these resource investors. This video is part 2 of the interview,...

JD sat down with Roscoe Widdup, founder of Triple Eight (T8) Capital for a deep dive into Roscoe’s view on markets. T8 run a Clean Energy Fund as well as a Gold Fund, which formed the foundational of all the different themes ...

There’s some BIG stories to chat about today. We go deep on all things Murchison with the drama that has unfolded between Westgold (WGX) and Ramelius (RMS), not to mention Karora, Ora (OAU), Great Boulder (GBR), Meeka (MEK), ...

As a bonus episode, we’ve got a fascinating chat with Tshepo Magagane to share on all things BHP-Anglo. Tshepo is a South African former investment banker, with extensive experience on African mining transactions and investme...

There was only ever going to be one starting point today, Boss Energy. We share our thoughts on the decision of three directors to off-load substantial amounts of their stock, before jumping into the BHP-Anglo deal as the dea...

We’ve got 4 juicy stories to start the week off. First up we get right into Adriatic Metals, who launched a US$50m capital raise, their 3rd since being “fully funded”. Next, we went over to PNG to check in on St Barbara, afte...

We had the pleasure of sitting down with Sean Russo for an in-person chat about all the trends in mine financing and hedging. Sean is a wealth of knowledge on how gold miners get their operations going (from a financial persp...

Our intern Matt “Hobbsy” Hobbs has gone deep into the asset almost at the centre of the biggest mining M&A deal of the decade – Woodsmith. If you haven’t heard of it, we don’t blame you. This is a giant mining project current...

We had the delight of sitting down with Terra Capital’s Dylan Kelly (DK) to chat about some big resource investing topics. On the agenda: - The new bull market in gold (and why miner’s valuations are still cheap) - ...

We ripped straight into the big one today, dissecting what the US ban on Russian enriched uranium means for the market. Next up was a deep dive into AlphaHPA (A4N), who had a huge day announcing their DFS, FID and financing, ...

We had the great opportunity to sit down with Todd Warren, investor and partner at Tribeca Investment Partners. Our conversation was super wide ranging, covering topics such as changes in the decarbonisation thematic, demand ...

This one’s all about the BHP-Anglo deal. We set the scene, then give an overview of what’s happened over the past few days. Next we step through Anglo’s strategy, sharing our thoughts go what’s being kept and what’s going, be...

We’ve got a great interview to share with Ben Bailey of risk arb fund Harvest Lane. This one is all about the deals, the bread and butter of Harvest Lane, and we cover plenty, including the takeover of Azure (AZS)/Gina/SQM, T...

We’ve got some fascinating stories to chat about, starting with the shocking fraud news out of Canada from Red Pine Exploration (RPX.v). Next, we share our thoughts on the bizarre decision for NexGen (NXG) to sign a con note ...

Our guest today is Gabriel Radzyminski, founder of activist hedge fund Sandon Capital. Gabriel outlined the state of activist investing in Australia and why he started the fund, how he picks opportunities, his recently announ...

We’ve got a cracking chat with Rene Sterk to share today. Rene is a geologist who is busy on many fronts, with a passion for the industry that can be felt. We discussed how and why JORC is changing, how things differ from ove...

We had Roger Baxter come on the show to chat all things PGM’s. Plenty of ground was covered from the current supply-demand set up, what the state of South African operations are, how a rapid adoption of hybrid vehicles will i...

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 ...

Our guest today is David Finch, CEO of Ixios Asset Management. David recently shared a much-publicised tweet on the rules that the junior mining industry should abide by to help lift the sector out of its malaise. The post na...

It’s name & shame time! We call out those companies who were a bit too lax in there quarterly reporting. Then, a fascinating dive into manganese with Tony Gu of Datt Catipal, following the recent events at Groote Eylandt. We ...

We spoke about IGO’s numbers, Sandfire’s hiccup, Azure’s FIRB approval, activism at Karoon, Ravensthorpe shutting down, Tietto’s board changing their mind, MAC’s CSA opaque reporting, Cyprium trying to turn around Nifty and A...

We start with the latest BHP-Anglo, then check in on Liontown’s (LTR) update. It’s off to Sierra Leone next for the latest twists and turns in the Fumble in the Jungle (SRX), and onto Boss Energy’s (BOE) opaque management dep...

BHP eye off Anglo American. Wow. We also got round to chatting about Chalice’s (CHN) bizarre buying in Encounter (ENR) stock, Lynas’s (LYC) cost blowout at Kalgoorlie, Metals X’s (MLX) disappointing quarter of production and ...

On the show today we had Brian Laks, co-chief investment officer of Old West, an LA-based investor. Brian has gone deep into a number of the markets that we love chatting about, and we had a great time talking about uranium, ...

Here’s our interview with Geoff Wilson and Cooper Rogers of Wilson Asset Management, one of the biggest players in the Australian funds management world. JD sat down with the pair to hear how the LIC manager is seeing the cur...

First up, the big one, South32 (S32) finally shared an update on Groote Eylandt amongst their quarterly. Then, we got into the detail at Ramelius (RMS) who had a bumper quarter and onto Base Resources (BSE) who copped a huge ...

Mike Alkin is the Chief Investment Officer and Founder of Sachem Cove Partners, a specialty Uranium fund based in New York. This is an extremely high-level discussion around everything Uranium, from the mining all the way to ...

Today we did a tour around through the gold producers who reported quarterlies, including Bellevue (BGL), Genesis (GMD), Catalyst (CYL) and Tietto (TIE), then onto Spartan (SPR) who’re doing a big $80m raising. AIC Mines’ (A1...

We started today with a deep dive into Spartan (SPR) on the back of recent results, followed by a breakdown of Macmahon (MAH) acquiring Decmil (DCG). Next, we discussed the latest in Gold Road’s potential Greenstone interest,...

Plenty to chat about today, with Gold Road (GOR) taking the top story, confirming their interest in Greenstone Gold, and following on with the theme of gold, Predictive Discovery (PDI) releasing their Bankan PFS. The US & UK’...

Metallurgy is a part of mining that isn’t often spoken about but can dictate the outcome. Nathan Stoitis broke things down for us, including why recoveries are a function of grade, the tricks company’s do to make projects loo...

We’ve got a bit of a different episode today. Metals prices have been ticking up, so we did a broad check-in on a range of metals including gold, silver, manganese, zinc, copper & nickel, before going very deep into the fasci...

Today kicked off with a chat about the news that MinRes (MIN) had sold out its 14% stake in Develop (DVP) to a group of investors, before getting into a gold speculation, touching on Westgold, Karora, Ramelius, Northern Star,...

Two big stories grabbed our attention today. We started by chatting about the curious trading in Azure (AZS) stock on the day of the EGM which we attended, followed up by the big gold merger between Westgold (WGX) and Karora ...

We had the delight of interviewing Ahmad Saleem on everything exploration. Ahmad is a master of many trades. He’s a geologist, he’s started numerous businesses and has worked in private equity amongst many roles. We spoke abo...

We’ve got three big stories to chat about today. Firstly, The Fumble in the Jungle (or The Battle for Sierra Rutile) has had some exciting developments that we give coverage to. Secondly, Winsome’s (WR1) announced an option t...

Quarterly season has begun! We kick off with diverging reports from Westgold (WGX) and Ramelius (RMS) then move onto Regis (RRL) which disappointed with updated figures from McPhillamy’s. Next up we chatted about some specula...

We’ve got plenty to talk about after the long Easter break, starting with rumours of what Karora business combination could look like. Naturally, we tied Westgold (WGX), Ramelius (RMS) and Pantoro (PNR) into the conversation....

Our conversation with Will Thomson of Massif Capital covered plenty of ground including the art of short selling as well as specific company shorts, the change in sentiment around copper, the long & short of lithium, whether ...

Mining news is all go, with Albemarle (ALB.nyse) trying to grab the attention of the lithium market through an auction sale, leading to us yarning about the state of the lithium market. The Battle of Sierra Rutile (SRX) has b...

We start todays show with the most eye-catching story, the unfortunate announcement that 29M have suspended operations and are back to square one at Capricorn Copper. Following on with the Copper theme, we discussed the eye-c...

Pilbara Minerals (PLS) kick starts the show by finally sharing more on its downstream plans while Genesis (GMD) vied for our attention with the big 5-year strategy. Brightstar (BTR) is tying the knot with unlisted Linden whil...

Money Miners, we’ve got the interview for all your battery metals questions We had a conversation with Matt Fernley (founder of Battery Materials Review & Head of Research at Westbeck Capital) to talk about lithium cost curve...

We’ve got a big one Money Miners. We started the show by dissecting a bearish report written on IGO, before discussing the latest news from Develop (DVP). Next, we pulled apart Sierra Rutile (SRX) in one of the year’s most fa...

We ripped into the show with a chat on Bellevue’s (BGL) grade control drilling and asked the question – will they rattle the tin again? Next, we delved into some intriguing posts by Develop (DVP) and Global Lithium (GL1) afte...

There’s was plenty of news to start the week, with MinRes (MIN) buying Lake Johnston off Poseidon (POS), South32’s (S32) GEMCO operations being hit by Cyclone Megan and the Battle of Nyanzaga draws one step closer to an end (...

We got the big man Rick Rule on to take the temperature on explorers, numerous commodities and where there’s value in the market. Our conversation covered some of the nuances in the uranium market, whether lithium is hated en...

This is a bonus episode today Money Miners. Matty managed to come into the studio early on his birthday for it too. It's juicy - Tribeca has gone activist on Glencore and Ben Cleary has dialled in. Ben is portfolio manager of...

We’ve got a big one Money Miners. First up, Liontown’s (LTR) funding commitment as well as Pilbara’s (PLS) pre-auction sale. Next, we touch on Arafura’s (ARU) big funding announcement, the weather events hitting goldies inclu...

Money Miners we’ve got a treat. Anthony Kavanagh + Rusty Delroy visited the studio for an outstanding chat on all things commodities. We pick the brains of these two on: - Lithium (price floors/ceilings, LTR, PLS, PLL, China ...

Plenty of news to get the week going, with the gold price flying we rip right into the big movers and speculate on why Spartan (SPR) is doing the publicity rounds. We then touch on Capricorn Metals (CMM) downpour and hit to p...