Episodes

Thomas Woolrych of Deutsche Rohstoff joins us in studio for a wide-ranging conversation. Tom is a geologist by background and he even wrote the book (for children) on the topic. We chat about the lithium market dynamics and T...

We’ve got some big talking points today with MinRes in the media again for various reasons… the question is, who’s incentivised by what story? Deep Yellow (DYL) are doing a big capital raise, but we couldn’t help but ask the ...

Plenty to chat about as Albemarle (ALB.nyse) rattles the tin in a big way whilst 29 Metals (29M) made a change at the top. The Battle for Nyanzaga rumbles on with OreCorp’s (ORR) AGM being held late last week while First Quan...

We’ve got a fascinating chat in store for the Money Miners, our chat with Dan Porter of Pure Asset Management. Dan has plenty of experience as an analyst covering resources, mining services and the energy sector to name a few...

Strap yourselves in Money Miners we’ve got a U bonanza. We chat with Ben Finegold of Oceanwall who’s done nothing but read about uranium for the last 4 years. He’s a wealth of knowledge on Kazakhstan, the sulphuric acid issue...

We start with the hottest news of the day, South32 (S32) selling one of their strongest cash producing assets Illawarra. Next, we dive into Emerald Resources (EMR) half year result showing solid performance in Cambodia couple...

Ora Banda’s (OBM) got the ball rolling today with exploration results, a company update then bang! Capital raise. Next cab off the rank was West African (WAF) with an update on Kiaka, then Core Lithium (CXO) cancelling their ...

Capricorn’s (CMM) ‘record’ half year result got us rolling today as we put a magnifying glass over their hedge book, before we moved onto why there could be much more than first meets the eye when glancing at a $200m block-tr...

We’ve got M&A and plenty more potential M&A today. Newmont (NEM) announced their intention to sell off sub-tier 1 assets, which led us to picking apart Havieron & Greatland Gold (GGP.lon). Then the big deal, Alcoa (AA.nyse) a...

For a weekend special we had a chat with value-investing/social-activist Jeremy Raper. Jeremy has banking & hedge fund experience as well as writing a popular investing newsletter sharing his insights. He looks for value oppo...

We start off with MinRes’s hotly anticipated half year call, which didn’t disappoint. Then we pealed back the key details from IGO’s call before chatting about what’s happening at Pilbara Minerals (PLS). Some of the figures f...

We kick things off today discussing the thoughts that Australia investing giant Phil King has on the resources sector before diving deep into the debacle at Horizonte Minerals (HZM.lse). Next up we’ll pull the curtain back on...

First thing on the menu had to be BHP with big decisions looming, before we picked through intriguing trading in 29M’s stock. Next up Sayona’s (SYA) long awaited Moblan DFS, then a fascinating transaction in Russia with PolyM...

Romano Sala Tenna is the co-founder of Katana Asset Management, a Perth-based long-only fund. We had a blast picking his brain over what the state of the economy is, how earnings season is shaping up, how interest rates are l...

We had the great privilege of sitting down with John Macdonald, a legendary mining analyst. We delved into the conflicts of staying true to your views and not being swayed by outside pressures, the common tricks that companie...

BHP gets us rolling today with an announcement on exceptional items (read Nickel West write-down). South 32 (S32) was next on the block with their half year result and their notable decision to press on at Hermosa. Wesfarmers...

Whispers of more M&A in QLD copper get us going today, with Carnaby (CNB) and Hammer (HMX) is talks. We then have a chat about 29 Metals 2nd biggest shareholder AusSuper scooping up more stock plus a good run through the half...

Strike Energy (STX) start us off with a duster of an appraisal well at SE-3 before we take a peek through all the company presentations released as conferences roll on. We touched on Liontown (LTR), Aeris (AIS), Dreadnaught (...

Where's Gina? Nothing to see judging by the (lack of) Liontown (LTR) news flow today. We have a yarn about just that along with the latest in The Battle for Nyanzaga featuring Orecorp (ORR), Silvercorp (SVM.t) and Perseus (PR...

Today JD picks the growing brain of Emmanuel Datt on his 4 key lessons investing in the Resources sector. The conversation expands to Emanuel's views on the evolving market dynamics in Lithium, Nickel, Coal, and Iron Ore too....

We rip into today’s show with the rumours around Mineral Resources (MIN) looking to garner interest in 49% of their Onslow haul road, before we dissected fund manager Ausbil’s decision to dump their long time holding in 29 Me...

JD sat down with Collins St Asset Management’s co-founder and chief investment officer Vas Piperoglou this week to hear about CSAM’s investment style, view of the markets, and companies they’re liking. The conversation branch...

We rip into today’s show with news that Woodside (WDS) and Santos (STO) have agreed to continue getting to know each other followed by a dive into Kazakhstan’s political situation and what it means for uranium. South 32 (S32)...

We almost forgot just how much we love Leonora. We love it, clearly Silver Lake (SLR) loves it too. Today they announced a recommended merger with Red5 (RED) which would form a $2.2Bn gold producer headed by Luke Tonkin. We g...

We interviewed Justin Huhn, founder of the Uranium Insider newsletter, to get up to speed on all things yellowcake. The conversation ran through what’s the latest from the big players (Kazatomprom & Cameco), how are the Canad...

With the quarterly season now wrapped up, it’s time for one of our favourite segments… name & shame! We call out those companies who were too sloppy to get their quarterly reports in at a normal time. We then jumped into the ...

There was no shortage of news to dissect on the final day of the quarter, with IGO grabbing the headlines by turning off Cosmos, amongst other challenges. We added another layer to the Kali Metals (KM1) story, which isn’t sho...

We’re in the thick of quarterly season now & had plenty to stew over. We start with a good chat about the base metals miners, including Sandfire (SFR), 29 Metals (29M) and Aurelia (AMI) before jumping into Mader (MAD) who’ve ...

Bellevue (BGL) starts us off today with a hotly anticipated quarterly seeming to meet the markets expectations, followed by IGO who served up a lithium business update just 2 days before their quarterly. Gold Road (GOR) were ...

We’ve got a new style of show for the Money Miners this long weekend, an unscripted Q&A! All the questions served up today came directly from listeners, allowing us to dive into what we look for in companies, certain red flag...

We rip into today’s show with uranium news, touching on the market dynamics as well as news from Paladin (PDN) and Boss Energy (BOE). MinRes’s (MIN) quarterly naturally caught our attention so went through the highlights befo...

Pilbara Minerals (PLS) released a hotly anticipated quarterly report with some punchy comments to get us going today before we jumped into another big quarterly from Norther Star (NST). Adriatic Metals (ADT) updated the marke...

We rip right into the juicy news today that Australian Resources Minister Madeleine King has summoned an urgent industry round table discussion on the back of the latest nickel and lithium news. We then expanded upon Liontown...

A big start to the week with lithium market darling Liontown (LTR) announcing a Kathleen Valley funding update, seeing the stock come off 20%. Perseus’s (PRU) bid to buy OreCorp (ORR) in an all-cash deal caught our eye as wel...

We get our final show of the week off to a start discussing the big movements in the industry this past week, before touching on how this is reflected in the ASX’s biggest short positions. Then we dissected about Yancoal (YAL...

Quarterly reports are starting to trickle out to keep us busy here at Money of Mine. We start today by discussing what’s going on in the lithium world, moving into Albemarle’s decision to cut down on costs and sell its stake ...

The hits keep on coming at Money of Mine. Where else to start but the big one, Evolution Mining (EVN) shaving $1.3b in market value with the release of their poor December quarterly. Wildcat’s (WC8) cashed up balance sheet ge...

Our second episode back and we’re getting punchy. On the show today we spoke about four different stories with some common these. Firstly, we revisit the Kali Metals (KM1) listing with additional info coming to light. Then, w...

Money of Mine is back! We’ve got a massive first episode of 2024 for the Money Miners. First up we get into the big commodity price movements and importantly what impacts this has had on operations across the country. We’re t...

For our final episode of 2023, we had the great opportunity to chat with two journalists whose work we’ve followed for a long time. Peter Ker has covered the resources sector for the Fin for over a decade while Anthony Macdon...

We have interviewed 9 of the sharpest fund managers in the Natural Resources / Mining investment world to bring the Money Miners some brilliant insight heading into 2024. We ask 4 simple questions. 1. Highest conviction predi...

Plenty of mining news for us to sink our teeth into in our final day for the year (we’ve got some cracking interviews to release in the coming days!) First cab off the rank is IGO (IGO), who’ve capped a tough year with anothe...

Today’s episode is our first venture into the world of energy. We brought on the show Thomson Naude to help us investigate the potential mega merger between Santos (STO) and Woodside (WDS), discussing what the key assets are,...

We’ve got news from all around the world to see us into Money of Mine’s final week of 2023. First up was Regis Resources (RRL) who have killed there most talked about aspect by closing out the hedgebook. Then we discussed the...

Part 2 of our chat with Mr Lithium covers lots of fascinating and forgotten (in WA at least) projects & possibilities for the lithium market. We delve into what sedimentary projects are & what their impact will look like, wha...

We get the ball rolling today by announcing the winners of the “dumbest trade” competition, before launching into our take of Boss Energy’s (BOE) capital raise and acquisition. We then go to the big end of town to pick throug...

We’ve got 4 juicy stories for the Money Miners today. First up we focus in on Latin Resources (LRS) Mineral Resource update from their Salinas project in Brazil before we have a chat about Boss Energy’s (BOE) $200m raising an...

We go deep on 2 deals today, first up the big one, Evolution spending up to secure Northparkes. As the Money Miners would expect, we go deep into all the details, including why they’ve bought it, what the streaming does and w...

We crack on into December with another round of AGM remuneration vote downs, focusing in on the mining services (including special mentions to Perenti [PRN], NRW Holdings [NWH] & Emeco [EHL]). Next up we have a chat about the...

We round out an eventful week by calling out all those company’s whose shareholders voted down remuneration resolutions for exec’s. Next up we speak about Euro Manganese’s (EMN) funding announcement to lighten their mood then...

Joe “Mr Lithium” Lowry is back on Money of Mine to discuss all things lithium, excluding the hard rock! We figured we’ve spoken plenty about the spodumene projects that dominate the West Australian landscape, and it was about...

Part 2 of our chat with the Koala! In this part we delved into what makes an attractive Tier 1 & why majors sell them, whether a metal price bifurcation (on production standards) is realistic, the evolution of the mining buy-...

The Mintwit enigma “Koala” (@YellowLabLife) came by for a chat on all things natural resources investing. In this part 1, we dive into what aspects of natural resources investing really catches the Koala’s eye, how the M&A la...

We start the week chatting about the news that Perseus (PRU) has picked up 19.9% of Tanzanian gold developer OreCorp (ORR), tainting SilverCorp’s (SVM.t) plans for a smooth takeover. On the theme of African gold, we touch on ...

Money of Mine made an appearance at the much-anticipated AVZ AGM, which was set up for fire works with more directors up for elections than we’ve ever seen before. We shared our thoughts on the numerous mining companies which...

We’ve got a wild one for the Money Miners today, starting with highlights from some AGMs plus an interesting phenomenon for all to look out for. Next up we cracked into Strandline (STA) who finally gave the market some more n...

We start off today with a bit of M&A unhappiness as the once happy takeover of OreCorp (ORR) by Canada’s SilverCorp seems to have soured. Next up we had a quick word on Patriot Battery Metals (PMT) drilling from CV9. AIC Mine...

Matty led the way today diving into the key risks that Liontown (LTR) will face over the coming quarters as they construct & ramp up the big Kathleen Valley Lithium project before Trav & JD dissected the sale of Khoemacau to ...

We start off the week by dissecting the capital raisings of Spartan (SPR) and Peninsula (PEN), focusing on some vague & excessive “use of funds” figures. Next up we look at Glencore making headway on some lithium deals, with ...

On part 2 of our fascinating chat with natural resource fund manager Sam Berridge we pulled apart a number of his stock picks, highlighting the potential as well as the pitfalls to watch out for. We discussed whether uranium ...

We had the opportunity to sit down with Sam Berridge, natural resource fund manager at Perennial, for a wide-ranging chat. We started on the state of the market & how we got here, then moved onto the influence on the US and w...

A brief word on the MinRes buying of Azure stock before we opened up on the continuing woes at Panoramic (PAN). We had a detailed chat about Teck finally selling their metallurgical coal assets to a consortium made up predomi...

Azure is getting bid well over $4/share so naturally that got us chatting today. Then, big news out of America that ExxonMobil is “becoming a lithium business”. We touched on a rare earths IPO that counts both Gina Rinehart &...

Plenty to talk about this week with Delta Lithium (DLI) rattling the tin for a big $70m. We dissect the angle that ChrisGina have & what their true intentions with Delta are. Infinity Lithium (INF) got a mention with the awar...

We had three deep dives to share today, starting with Delta Lithium’s (DLI) exploration results, where we hone in on whether the metallurgy will present any problems. Next up we chat about NexGen Energy (NXG) who received pro...

We’re in November, which is in addition to being the month of moustaches, is AGM season. And we’ve got Ally GC in the hotseat to get us excited for it. Wildcat (WC8) is out raising some funds for Tabba Tabba while Sayona (SYA...

At Money of Mine, we find a way to make even the “slow news days” jam packed with juicy content. To kick things off, we go deep into the financing of a project in a maligned country and in a commodity we have never talked abo...

We’re back in the rhythm of the daily news and today we discuss whether we buy Albemarle’s public commentary on cooling M&A aspirations. We unpack our thoughts on Chalice’s Met Update to the market and apparent change in deve...

We’re back in Perth and keen to actually talk about the mining news again. We’ve got as fair bit of catching up to do. To start with, Wildcat stonkers continue. We talk bigger picture with Min Res joining the shareholder grou...

Today we sat down for a chat on all things copper Ben Hooper, of Sandfire, Glencore, BHP & Evolution experience. We chatted through the full chain from copper in the ground, to the concentrator to the smelters & beyond. We al...

We had the opportunity to sit down with Mark Cutifani, former CEO of Anglo American, CEO of AngloGold Ashanti, Chairman of De Beers, and current Chairman of Vale Base Metals to name a few. We covered plenty of ground in our c...

As we navigate IMARC (and all the associated BD for the week) we roped a previous guest, Kingsley Jones, onto the podcast to discuss Lynas’ product transit, what it means for rare earth aspirants, and the Azure Minerals dilem...

Part 2 of Anthony Kavanagh on Money of Mine! In this part of the conversation, we talk all things stocks. We roam across regions and commodities, from lithium in Ghana to gold in the Murchison. And of course, we finished with...

JD had the great opportunity to sit down with Chester AM co-founder Anthony Kavanagh in a jam-packed discussion that we’ll release in 2 parts. Part 1 of the conversation covered all things Chester, how the portfolio is built,...

All you need to know in the quarterlies for BGL, WA1, PRU, MIN, GMD, SLR, WGX + CAI. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hos...

The big takeover has been revealed – SQM bidding at $3.52/share (and also at $3.50) for Azure Minerals (AZS), as predicted by the Money of Mine team! We welcome onto the show Ben Bailey of Harvest Lane, who lives and breathes...

Today we sat down with Todd Malan to unpack what the incentives on offer to resource businesses – that are by and large being ignored! We’ve all heard the terms “the IRA” (Inflation Reduction Act) and perhaps know of the Depa...

We kept today’s show “crisp” just for JD’s liking today. Also we spent 2 hours this morning chatting with Joe Lowry in a recording which he will put up on his Global Lithium podcast in the coming days. But once we turned our ...

Today we find ourselves discussing all the action from the Lithium world once again. And there’s a lot to discuss. Starting with Azure Minerals (AZS) who are in a trading halt pending an announcement of a change in control. W...

JD sat down with the duo that runs Acorn Capital’s NextGen Resource Fund for a wide-ranging chat on all things resource investing. Rick & Karina shared where they pick to invest along the Lassonde Curve, what sort of commodit...

Here is part 2 of our discussion with Russell “Rusty” Delroy, founder of Nero Resource Fund, on the bifurcation of metals prices. We found the discussion deeply fascinating, thought-provoking and ultimately necessary to share...

A day for the deal junkies! Whitehaven (WHC) have been confirmed as the preferred bidder for BHP’s Blackwater and Daunia assets, in one of the more long-winded asset sales the mining market has seen. Lithium Power Internation...

Liontown’s (LTR) mega-deal looks to be off the cards with Gina successfully foiling the plans. As Albemarle withdraws, we ask, what happens now? Where does the funding come from for the funding gap? What are Gina’s intentions...

Russell “Rusty” Delroy of Nero Resource Fund returns to chat with us and today he’s got an intriguing topic he wants to put under the spotlight. Mining companies are focused on costs and production, the “controllables”. Rusty...

We had the pleasure of unpacking Guy Keller’s insight on all things relating to the uranium market in this ripping interview just as yellow cake soars around US$70/lb. Guy manages Tribeca Nuclear Energy Opportunities Fund whi...

We get the ball rolling today with news that Albemarle (ALB) have an additional 7 days to work on their Liontown (LTR) bid whilst we received confirmation Gina now holds 19.9%. We then took a peek at Delta Lithium (DLI) handy...

Today we sat down for a cracking chat with natural resource fund manager David Franklyn to drill into how he’s seeing the world. We went deep into the current commodities set up from a macro economic point of view, how the la...

Azure Minerals (AZS) led us it with a couple of intriguing talking points. We ran through their initial met test-work which gave the market some cause for concern, plus their latest drill hits. Bellevue (BGL) was next off the...

Today we went deep on Filo Mining with CEO Jamie Beck. Filo have discovered & are advancing the Filo Del Sol copper-gold-silver project high up in the Andes. They fly under the radar in Australia but given their scale and our...

Welcome to the first ever global Podcast interview from inside an OPEN PIT (we’re claiming the first). The Money of Mine crew had the pleasure of recording this episode in the historic Great Fingal Pit, close to the town of C...

We spoke about a couple of majors plus an intriguing junior today. BHP tuned into our comments on nickel earlier in the week and voiced their thoughts, saying that they’re sticking with nickel despite what others think. Rio h...

We start the show with Barrick’s news that they’re going big on copper, with a US$2b investment in Lumwana in Zambia. Strandline (STA) then give us some talking points with a better update, plus we speculate on Base Resources...

We started today with Trav filling us in on London’s mining community then chatted briefly about how the macro world is impacting miners. Genesis (GMD) gave their first real update on Gwalia’s performance post-acquisition, fo...

We’ve got a special technical chat for the Money Miners with Rob “Refractory” Ryan coming onboard. We run through all the ins and outs of what refractory ore is, what it means for a project, how investors should think about i...

No quiet Friday at Money of Mine with plenty of news from the world of mining to chat about today. We launched into MinRes (MIN) upping the stakes, now raising US$1.1B in a bond offering to global investors. Liontown (LTR) up...

We’ve got a couple great deep dives for the Money Miners today, with De Grey (DEG) and Latin Resources (LRS) releasing significant studies for us to enjoy. We also give a brief shout out to 29 Metals (29M), who attracted only...

Today we had on the show Jonathan Fisher, CEO of Cauldron Energy, to chat through what the stance on uranium mining and nuclear power generation currently looks like in Australia. Jonathan shared his thoughts on various commo...

We had a big news day, though we were left with plenty of questions. MinRes (MIN) announced plans for a US$850m debt offering to fill the coffers, whilst Gina’s stake of lithium developer Liontown (LTR) rose to 10.7%. We had ...

More M&A! Matty’s predictions are starting to bear fruit with Australian Vanadium (AVL) and Technology Metals (TMT) announcing a $217m merger today. Allkem (AKE) updated shareholders on everything they’ve got going on under t...

We get into the weeds of how Harvest Lane eek out returns year in year out through announced M&A deals and corporate events in this interview with PM, Ben Bailey. Their strategy contrasts greatly with many previous guests on ...