Episodes

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 investments. He’s been posting some unique thoughts regarding the ongoing negotiations, with punchy views, that we’re excited to tap into and share. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general ...

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 deadline looms. We wrapped up with further thoughts on Firefinch as the company gave a market update following their walking away from the Morila gold mine. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and i...

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, after a disappointing Simberi update, then we picked through the Metals Acquisition Corp and Polymetals deal. Lastly, we couldn’t help but discuss the news that the perennial disappoint Firefinch are being sued by EGTF over failed payments. Sign-up for the Director’s Special All...

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 perspective), the history of how companies have got in & avoided financial trouble and what he’s seeing right now at certain miners that is a cause for concern. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and...

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 currently under construction in the UK and it has been a giant plague within Anglo American’s portfolio. Hobbsy unpacks the colourful history of the project and evaluates its prospects here in 2024. Spoiler, we aren’t awfully positive on its outlook despite US$5 billion being sunk ...

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) - The role of quants and central banks in this bull market - Copper: Physical premiums and why copper theft is a good proxy for scrap supply - What actually causes mining capex blowouts - The tricks of the silver mining trade Sign-up for the ...

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, before we picked over Patriot Battery Metals (PMT) capital raise. Lastly, we got the run down on Metals X’s (MLX) AGM. 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 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 for hybrid vehicles, resource nationalism, the volatile nickel market, the big BHP - Anglo deal, the case for uranium, the Energy Fuels - Base Resources deal, the lithium market and lots more. Sign-up for the Director’s Special All information in this podcast is for educatio...

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, before diving into BHP’s retaliation, and lastly, where does it go from here. The termination of Patriot Battery Metals (PMT) and Albemarle (ALB.nyse) MoU to go downstream was also worthy of a chat. Sign-up for the Director’s Special All information in this podcast is for educ...

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, Tietto (TIE), Sierra Rutile (SRX), offshore oil play FAR, Base (BSE) and Energy Fuels (UUUU.ny), Red 5 & Silver Lake (SLR), cotton target Namoi (NAM), , and more. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes on...

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 to go and buy physical uranium, then it’s off to Africa for the latest at AVZ Minerals (AVZ), Leo Lithium (LLL) and Firefinch (FFX). Our penultimate story is on the prospect that Gold Road (GOR) will sell itself, before wrapping up on the news Austral (AR1) has ended its per...

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 announced campaign at Karoon Energy, his history with Iluka and much more. Sign-up for the Director’s Special Chapters: (0:00:00)Introduction (0:01:05)Why start an activist fund (0:03:57)Warren Buffett - the original activist (0:06:48)Are big investors moving away from activism? (...

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 overseas to Australia, the tricks to look out for in reporting 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) are not financial ...

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 impact and market what role recycling will play going forward. 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 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 into current price movements, why there’s a distinct difference between metal and concentrate pricing, how Indonesia and Myanmar impact the market and heaps more. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes o...

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 naturally clicked for us and was worthy of expanding on in greater detail. 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 prof...

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 then chat about the bit for Lithium Energy’s Solaroz, Northern Star’s Jundee performance, news out of Austral and a check-in on Wesfarmers Covalent Lithium. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only an...

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 Aeris’ copper torque. 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...

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 departures and lastly, Ardea (ARL) who pulled in a big cheque to run a DFS for their Kalgoorlie Nickel Project. 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 ...

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 Equinox (EQX.nyse) scooping up the other 40%-stake in the big Greenstone mine. 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 financia...

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, tin, copper, gold, silver, the metals & mining sector broadly and a whole host of companies and projects that fall into these categories. Sign-up for the Director’s Special All Money of Mine episodes are for informational purposes only and may contain forward-looking stateme...

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 current macro landscape, in particular in the US and China, to learn why Geoff has decided to dust off the old Twitter account, and to hear about WAM’s view on how activism will influence the Aussie funds management sector, what various commodities will do from here and a chat ...

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 takeover premium from American-listed Energy Fuels (UUUU.nyse). We then ventured to Bosnia to talk about Adriatic’s (ADT’s) decision to go owner-operator, followed by 29Metals (29M) who got offtake financing and provided an insurance update, Boss Energy (BOE) who finally ann...

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 enrichment and power generation. Mike holds a firm view that the world will be in a considerable Uranium structural supply deficit for many years to come. Sign-up for the Director’s Special All Money of Mine episodes are for informational purposes only and may contain forwar...

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’ (A1M) quarterly got a segment before we had a good chat about Gina Rinehart’s recent action in rare earth’s, and what that could mean for Lynas (LYC) and MP Materials, before rounding off on another Gina story, the Hanrine and Titan Minerals (TTM) farm-in agreement. Sign-up for...

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, then Pantoro’s quarterly result, Hawsons Iron financing ambitions, a call out to AlphaHPN holders and a chat about what we’re looking for this quarterly season. Sign-up for the Director’s Special All Money of Mine episodes are for informational purposes only and may contain...

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’s decision to ban Russian products, including metals, has big ramifications which we spoke about, as well as Rio Tinto’s (RIO) rehab blowout at Argyle, Zhaojin & Emerald (EMR) going best & final at Tietto (TIE) & Bullseye respectively, another twist at Sierra Rutile (SRX) an...

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 look good, how you should view initial met results, plus the basics on all the main commodities as well as an over & under-rated round. Sign-up for the Director’s Special All Money of Mine episodes are for informational purposes only and may contain forward-looking statements t...

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 fascinating set-up in PGMs and tin. Next, we spoke about Northern Star’s somewhat disappointing quarter, before chatting about a change in the exploration industry, and rounding off with news out of EQ Resources and Berkeley Energia. Sign-up for the Director’s Special All Money o...

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, De Grey, Spartan and Newmont (Telfer). On the gold theme, we picked over Solstice’s (SLS) Hobbes sale to Northern Star (NST), pondering whether juniors may start getting some more love, before discussing Manuka’s (MKR) hopefully ambitions in the Cobar and lastly, Prospect R...

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 (KRR.t). In addition, we spoke about the news that Galena entered voluntary administration, more news out of Sierra Rutile (SRX), Syrah (SYR) disappointing retail entitlement offer combined with a more positive market update, Capstone Copper’s (CSC) bumper block trade and la...

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 about whether the juniors funding model, what filters to use for explorers, red flags, what discovery means and plenty more. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not fi...

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 to buy the Renard diamond mine (and plant) near to its Adina lithium project and finally Rio Tinto (RIO) and South32 (S32) have received notice that the world’s biggest sovereign wealth Norges (of Norway) may divest its interest on the back of allegations relating to their Br...

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 speculation from the Director’s Special which is looking on the money, before touching on a slight of hand at Boss Energy (BOE). Our penultimate story was on Develop (DVP) who share revised figures for Woodlawn and lastly we spoke about one of the ASX’s most intriguing companies, E...

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. Hammer (HMX) & Carnaby (CNB) have finally nutted out an agreeable deal while Nickel Industries (NIC) doubled their stake in the ENC HPAL project in Indonesia. There were plenty more intriguing stories to discuss including a 249D notice at Vintage Energy (VEN), Catalyst’s (C...

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 uranium is misunderstood, how Will structures Massif’s portfolio and his lessons from insurance and much more. Sign-up for the Director’s Special All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate....

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 become one of the most fascinating stories we’ve covered with the emergence of a host of colourful characters today. Hastings' (HAS) search for capital led us to dive into their books, which make for tough reading, while on the more positive note Talisman (TLM) shared some in...

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-catching rumours that Copper treatment charges have dipped negative, as well as Abu Dhabi’s largest company looking to hijack a Copper mine sale in Zambia. Next, we delved into Minerals Sands struggler Strandline (STA) then onto copper hopeful Firefly (FFM) who’re raising a 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 whilst raising capital and the Battle for Sierra Rutile (SRX) has taken some fascinating twists over recent days, as well as Leo Lithium (LLL) giving long suffering shareholders an update & the OreCorp (ORR) board recommends Perseus’s (PRU) bid. All Money of Mine episodes are fo...

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 curves, inventories, Chinese dominance, EV sales, the rise of plug-in hybrids, how governments impact the markets plus nickel, graphite, manganese, cobalt & more! Read the Battery Materials Yearbook here All Money of Mine episodes are for informational purposes only and may conta...

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 fascinating M&A stories, then moving to another M&A story that is drawing to a close, we spoke about the Battle for Nyanzaga (ORR, PRU, SVM.t). Meteoric (MEI) & Australian Strategic Materials (ASM) both received non-binding hand outs from the US Export-Import Bank which was wo...

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) after MinRes’s announcement yesterday, then we talked copper with MAC & SFR getting a turn. Australian Vanadium (AVL) also got a mention before we discussed what the potential ramifications of disruptions to South32’s (S32) Groote Eyslandt Manganese operation could be. We rounde...

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 (ORR, PRU, SVM.t). Nickel Industries (NIC) have had a tough start to the year, whilst the falling iron ore price & rising copper price also got us chatting. To finish off, we chatted about compensation at cobalt struggler Jervois (JRV) and more production hits in the goldfiel...

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 enough yet, his thoughts on gold & gold companies, why raising capital is harder in North America vs Australia for resource plays, whether platinum group metals are attractive, what’s going on in nickel and plenty more. All Money of Mine episodes are for informational purposes...

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 the natural resources fund at Tribeca Investment Partners and outlines why they’ve launched an activist campaign on mining & trading giant Glencore (GLEN). He pulls apart the thesis, centred on not demerging any assets, listing on the ASX, revitalising capital returns via d...

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 including Gold Road (GOR) & Westgold (WGX) then onto the latest piece of shareholder activism in mining, Tribeca (and partners) talking up change at Glencore (GLEN). We then discuss the trend of exploration targets being shared by explorers, the latest moves in the copper market ...

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 manipulation) - Platinum Group Metals (hybrid EVs, ICE sales) - Gold (M&A, value, developers/explorers) - O&G (east coast, Santos, Woodside, CVN, COI) - Tin (market supply, players) plus a heap more. All Money of Mine episodes are for informational purposes only and may cont...

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 production before having a chat about Delta Lithium’s (DLI) farm-in’s as well as Fortescue’s (FMG) farm-in with Magmatic (MAG). We then had a fascinating chat about what’s going on with copper treatment charges, which hit 14 year lows, as well as Lake Resources (LKE) who are ...

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 Tom’s view that Chinese lepidolite production isn’t sustainable. We cover the process of backing discoveries while they are still cheap. We talk about jurisdictional risk relating to African opportunities and get Tom’s views on a range of different commodities. Finally we wra...

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 question, will it be the last. SolGold (SOLG.tse) also announced eye catching news with an investment agreement in Ecuador while Spartan (SPR) had a less than impressive change in substantial notice. Lastly, Cyprium (CYM) included a slide so rare we had to chat about it. All...

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 Quantum (FM.t) have had a massive job deleveraging their balance sheet. When then had a dive into the PGM (or PGE?) market which is having a very tough time before rounding off with drill results from Wildcat (WC8) & Spartan (SPR). All Money of Mine episodes are for informationa...

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, and he’s now investing with a with a relatively unique strategy. In our conversation we delve into how he gets the best of both debt & equity, the companies he’s keep a close eye on, intriguing rationale on what to look for in mining services plays as well as plenty on the...

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 issues, transportation routes (& their importance), the rise of China, the West’s enrichment capacity, alternatives to miners and heaps more. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-h...

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 with a difficult time breaking into Australia. BHP’s decision to trim jobs came up and the decision making behind this was our next focus, before rounding out on a highly levered turnaround play in Metro Mining (MMI). All Money of Mine episodes are for informational purpose...

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 mining services contract followed by a deep dive into two diverging mining services plays, Dynamic (DDB) and Vysarn (VYS). Sandfire (SFR) received good news for their Black Butte project, whilst Strike Energy’s (STX) management looked to reassure shareholders and Azure (AZS)...

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-trade in Yancoal (YAL) stock. As usual we had to give the latest MinRes (MIN) news a bit of thought then we looked into Boss Energy (BOE), which is rapidly approaching first drums at Honeymoon. Lastly, we delved into a range of things that have caught our eye from Elliott Mana...

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) announced their plans to eat up JV partner Alumina (AWC) in a long anticipated deal, for $3.3b. Lastly, we had a look into Capstone Copper (CSC), pealing back the numbers and trying to understand why the CDI hasn’t got any traction. All Money of Mine episodes are for informat...

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 opportunities with key catalysts that’ll unlock that value for shareholders. We chat about his adventures across plenty of resource plays as well as companies he’s got his eyes on. All Money of Mine episodes are for informational purposes only and may contain forward-looking sta...

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 from Fortescue’s (FMG) had to get a mention before we rounded off with some lithium chat, as Piedmont (PLL) shared they’d sold down their interest in Sayona (SYA). All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that m...

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 Iluka’s (ILU) Eneabba’s progress, which has seen capex blowout massively, then onto the cash printer Mt Gibson (MGX). We round off with the highlights from Silver Lake (SLR) and St Barbara (SBM). All Money of Mine episodes are for informational purposes only and may contain...

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 PolyMetals & onto Coronado’s (CRN) half year results. To round us out we chatted about Osino’s (OSI.v) latest bid and a change in leadership at Cyprium (CYM) after just 5 months. All Money of Mine episodes are for informational purposes only and may contain forward-looking statem...

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 looking, his positioning in resources business plus several specific companies. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed ar...

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 companies get up to, how he spotted richly valued as well as promising businesses, what the real costs that investors should follow are and a whole heap more. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not event...

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 (WES) gave an update on Mt Holland which we touched on as well as Whitehaven’s (WHC) half year numbers. Plus a rapid fire on Capstone, KIN/PNX, OBM + TNC. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not ...

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 year numbers out of Evolution Mining (EVN). With more presentations surfacing, we pick apart the highlights from Bellevue (BGL), Westgold (WGX), Ramelius (RMS), Global Lithium (GL1) and Lake Resources (LKE). All Money of Mine episodes are for informational purposes only and...

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 (DRE), Azure (AZS), Stavely (SVY) & Hillgrove (HGO). Horizon Minerals (HRZ) & Greenstone Resources (GSR) tie the knot to fight another day while Rex Minerals (RXM) shared late yesterday the results of their capital raising. We finished off with news that Glencore will shut do...

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 (PRU). We give some thoughts on Metals Acquisition Limited’s giant $325 million IPO & look at South32’s (S32) divestment of Eagle Downs to Stanmore (SMR) before American correspondent Matty Michael updates us on Cameco. All Money of Mine episodes are for informational purposes ...

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. Plus a discussion of some of Emmanuel's views on specific stocks. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opin...

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 Metals (29M). Pilbara Minerals (PLS) signed another expanded offtake agreement which drew our attention whilst Wiluna (WMC) gave a production update & Alliance Nickel (AXN) signed an offtake agreement with Samsung SDI. Santos (STO) & Woodside (WDS) couldn’t see eye to eye on t...

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 branched from contrarianism and conviction to picking beaten-up sectors and investing in thematics. Vas revealed his thinking behind patience in the market, his ardent long-term outlook plus why he bought and in some cases sold uranium, gold, and natural resource services business...

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) caught the eye following their decision to chase down a royalty last week, which got us pondering whether something could be afoot, whilst a couple goldies in West African (WAF) and De Grey (DEG) released guidance and an option to buy Ashburton respectively. KoBold Metals, ...

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 go into all elements of this deal, including what it means for Genesis Minerals (GMD) given their Leonora consolidation strategy. Plus we touch on the rumours of a tie-up between Lynas (LYC) and MP Materials, Centaurus’ (CTM) environmental permits for Jaguar, and Orecorp’s (O...

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 Canadian projects shaping up, why the uranium ETF’s have changed the game, the huge role the China plays in the nuclear industry, Justin’s thoughts on the African hopefuls, spot + contract pricing dynamic’s and a whole lot more. Enjoy Money Miners! All Money of Mine episodes are ...

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 gift that keeps on giving, IGO. In a story that involves BHP, S32, Regis, Western Mining and more, you’ll just have to tune in to hear the tale. BCI Minerals (BCI) bumper $300m+ capital raise got a mention before we closed off with a segment on Resolute (RSG), who’ve been on...

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 short on drama, before touching on Liontown’s (LTR) quarterly then onto Peninsula’s (PEN) latest update. Red 5 (RED) plus Westgold (WGX) both got a mention before we rounded off with the latest at Galena (G1A) and Sayona (SYA). All Money of Mine episodes are for informational p...

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 been on a tear since listing on the ASX some years ago. Next, we had a block of goldies to pick apart, with Capricorn (CMM), Emerald (EMR), Ramelius (RMS) and Silver Lake (SLR) making the list today. To finish on a special note, we rounded up some former flyers who are all n...

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 next up with a shocker, missing cost guidance with weak CY24 guidance to boot. Staying on the theme of gold, we gave the latest from Tanzania with the Battle for Nyanzaga getting hotter & hotter. We had to peer into what the progress was at Develop Global (DVP), before touch...

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 flags, some mining investing 101 plus a whole heap more. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Plea...

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 before jumping into a bunch of the ASX gold plays, including St Barbara (SBM), Regis Resources (RRL), West African Resources (WAF), Calidus (CAI) and Spartan (SPR). To round off, we mentioned the announcement that Ken Brinsden is taking the reins at Patriot (PMT) and some though...

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 market on a further delay at the Vares project in Bosnia, disappointing shareholders, while Core Lithium (CXO) came out with more clarity on their next 6 months. It’s now been 2 quarters of Gwalia ownership for Genesis Minerals (GMD), so we had to check in on their performance, p...

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’s (LTR) potential funding solutions as well as what analysts around the country have had to said on the lithium hopeful. Stanmore (SMR) & Coronado (CRN) shared their quarterlies for us to compare and contrast as well as Australia Pacific Coal (AQC) announcing a restart fund...

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 well as Wyloo’s unfortunate decision to put its Kambalda nickel operations on care & maintenance. On the theme of managing costs, we commented on Chalice’s (CHN) decision to cut back, before rounding off on Lynas’s (LYC) quarterly, with our eye’s focused on an update on the Kal...

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) who continue to print cash from their east cost operations as well as Whitehaven (WHC) who shed a bit more colour on the Blackwater & Daunia acquisitions amongst other details. Our final two segments took us to Africa, where we discussed the latest news on Leo Lithium (LLL...

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 in Liontown (LTR). We then discussed a “non-binding offer” for Metalstech’s (MTC) Slovakian asset which the market shrugged at before moving on to why Calidus (CAI) needs to ramp up its gold output. Mount Gibson’s (MGX) quarterly numbers deserved a mention as the iron ore pr...

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 gets a mention before we demand answers from Lynas (LYC) on what is going on at the Kalgoorlie processing facility. WA1 Resources (WA1) are out raising $30m to grow their Luni discovery and lastly we analyse Pantoro’s (PNR) decision to get underground sooner at Scotia as well ...

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, we give tungsten a debut on Money of Mine as we chat through EQ Resources (EQR) almost complete acquisition of Saloro and placement to Oaktree Capital Management. Next up Trav got deep into a near and dear topic, shareholder activism, with the words of a fund manager sparking...

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 talking nickel, lithium and uranium. Alcoa made some waves last week with the curtailment of their Kwinana operations which we breakdown, as well as the related implications for WA onshore gas. Pilbara Minerals we’re next up with their offtake agreement expansion with Ganfeng...

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 Macdonald wrote under the Street Talk banner until this year, when he became a Chanticleer columnist. The duo has a wealth of experience covering M&A, natural resources companies and plenty more. A big shoutout to all the Money Miners who’ve tuned in this year, we massively apprec...

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 prediction. 2. Most non-consensus prediction. 3. Best performing commodity. And 4. Worst performing commodity.A big thanks to the fund managers contributing to this 2024 prediction spectacular, including: Acorn Capital’s Rick Quire and Karina Bader Nero Resource Fund’s Russell “R...

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 another poor announcement regarding their Cosmos operation. Next up we couldn’t help but discuss the news that David Flanagan is back in the arena with Arrow Minerals (AMD) looking to build something big and very good in Guinea. The AVL/TMT got some airtime as AVL chucked in a bes...

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, what the hurdles to deal are and what it would mean to the Australian energy market. We also discussed the recent M&A in the Perth Basin, why the east & west coast energy markets differ so widely and whether we should expect any changes in government legislation. All Money ...

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 latest assay results from Niobium hopeful WA1. Mali based Leo Lithium (LLL) finally shared some additional news with the market, though coming back on the boards to trade wasn’t mentioned. We then got into the maiden resource from Winsome Resources (WR1) for their Adina pro...

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, what to make of this lithium over/under supply debate, whether China can really become the worlds biggest lithium miner & the misconceptions on lithium hydroxide vs carbonate. All Money of Mine episodes are for informational purposes only and may contain forward-looking stateme...

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 through the detail Rio Tinto (RIO) have provided on Simandou & Glencore’s (GLEN) completion of 2 aluminium related deals. Matty then takes us through the not often spoken about Tanami gold mine. We went deep into the history, orebody and everything else you need to know! All Money...

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 and announcement that they’re making an acquisition. Next up we talk about Blackstone Minerals (BSX) who’ve shared with the market that they’ve got an option to purchase a Canadian nickel mine then, last but not least, we went deep into the weeds on the Technology Metals (TMT)...

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 what the actual price is. Our second deal to dive into was the acquisition of the Beyondie potash project by Reward Minerals. Our chief potash expert, Travis Riccardinho, took great pleasure in pulling apart the deal to assess what it actually means for previous equity & debt...

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 new information that’s been released on the US Inflation Reduction Act with detail provided on what constitutes a “Foreign Entity of Concern”, including implication for Australia battery metal miners. Arafura’s (ARU) latest financing got a shout out as well as highlights fr...

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 onto the Balmaine (Ballarat) gold mine administration process. We say some headlines around “AusSuper going substantial on Pilbara Minerals (PLS)” which we had to call out as well as one of the more eventful AGMs at Magnis (MNS) which we weren’t able to attend. The game has...

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 time we got up the curve on brines, DLE & sedimentary projects. Part 1 of our chat goes into what makes up a good brine project, what the stand outs are, what DLE is all about, what the best projects look like, Joe’s thoughts on the potential impact of DLE, opinions on the ...

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-side, shareholder activism, (misaligned) incentives as well as our favourite, a punchy under-rated vs over-rated section. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not fi...