Episodes

We had a chat with the founder of Noah’s Rule, Sean Russo, to help us build knowledge on a vital aspect of financing mining projects. The topic is often misunderstood, with many misconceptions out there that we clear up today...

We start today with a couple of shorter bits of news – Ramelius (RMS) going compulsory on Musgrave (MGV) plus a top shareholder selling down their Hastings (HAS) holding. Then, Aeris (AIS) gets a deep dive as we explore there...

Just two companies on the menu today, but boy did we get stuck into them. Whitehaven (WHC) was first up as they’d confirmed their interest in purchasing two Queensland metallurgical coal assets in Daunia & Blackwater. This le...

There were plenty of news drops late on Friday plus a load more today to keep us busy. First up is Wildcat (WC8) who have merged from suspension with lithium results that the market is loving. We provide an update on the Abys...

We serve up four fascinating stories for the Money Miners, opening with what fundies around Australia are saying about the market, small caps, and commodities. Sigma Lithium (SGML.tsx), the Canadian-listed lithium, caught our...

A few weeks ago we had the privilege of sitting down with Russell Delroy of Cottesloe-based Nero Resource Fund . Nero’s performance is stellar. But you don’t need us to tell you to pay attention when Rusty speaks. In this con...

There were multiple fascinating stories for us to pick apart today. First up, the big news of the day was at Delta Lithium (DLI), with their largest shareholder Mineral Resources (MIN) having inserted two people onto the boar...

First up today we discuss certain points put forward by Chalice Mining (CHN) on the back of our analysis to their much-anticipated scoping study. Tietto (TIE) was next up, having to retract their production schedule and Afric...

What an honour to interview the global “Legend of Lithium”, Joe Lowry. This bloke has been in the Lithium industry for 30 years and also hosts the Global Lithium Podcast. We chatted everything Lithium both within Australia an...

We had a few interesting stories catch our eye today, with the Liontown (LTR) on-market action coming first up. Then, it was on to Sandfire (SFR) with their contract award to Perenti (PRN), plus an outlook MATSA & Motheo and ...

Today we had the pleasure of interviewing the great Warren Gilman in a “can’t-miss” interview. Warren has a wealth of experience, having invested capital in the natural resource world on behalf of notable entrepreneurs includ...

Today marks the third consecutive episode we find ourselves talking about Bald Hill. Late yesterday, Min Res (MIN.asx) confirmed themselves as the suitor to buy the project. Matty goes deep on the strategic relevance of the S...

Today was a show for the lithium faithful with news from corners of the world. American chemicals company Albemarle came in (again) for Liontown (LTR), this time tabling a $3 per share takeover bid which appears to have final...

Another fruitful day of news to analyse, with the revolving door at Fortescue (FMG) again being a talking point as two further senior figures leave the company. We then delve into the Bald Hill debacle, which appears to have ...

Two big stories for us to pull apart today, Chalice and 29 Metals! We had Emanuel Datt of Datt Capital on for our Chalice segment, helping us get into the weeds on a range of aspects we found of interest. We also couldn’t hel...

We’ve got a great discussion for the Money Miners today, an interview with Dylan Kelly on all thing’s rare earths. We break down what the rare earth elements that matter are, where the value is added along the chain, which co...

More annual results with intriguing company commentary for us to pull apart today. We get the ball rolling with a snippet from Monday’s Fortescue (FMG) investor call, honing in on why Fiona Hick departed after just 6-months i...

Money of Mine’s first episode from the new office! There was plenty for us to digest this morning, starting off with the Firefinch EGM where we made an appearance at. Ramelius (RMS) also gets a mention for going unconditional...

Today we had an in-depth discussion on Pilbara Minerals, on the back of their annual results and investor call. Front and center is how they plan on allocating the massive amount of cash they’ve built up. We also shared one o...

The world of commodities served up a broad range of news for us to talk about today, covering many corners of the globe. We start with a bit of macro on the potential implications of China’s slowing property market & broader ...

We’ve got a great interview to share today with investor Hedley Widdup. Hedley shares with us his move from being a geologist to a natural resource fund manager, where we’re at in the mineral exploration investment cycle, wha...

JD sat down for a 1-on-1 discussion with the Chief Investment Officer of Lowell Resources Fund, John Forwood. Johns has more experience than most when it comes to investing in exploration businesses with decades of experience...

A few Capital Raises have hit the market today, namely Azure, Rox Resources and Centrex. We also chat the 29 Metals insurance and impairment update, along with drilling results out of WA1. Trav and JD go deep into the world o...

Today we unpack the incredible story that is the Firefinch (FFX:ASX) saga. This is a brilliant tale, and a long one too. Thankfully we were able to recruit the services of our brilliant intern, Patrick Newton, to help us out ...

Today we have swapped out JD (who is still enjoying his Melbourne oat lattes) for Alexandra Gelevitis aka Ally G. She brings with her some impressive knowledge of the industry accrued from 5+ years investment banking and we l...

JD and Emanuel Datt, founder of Datt Capital, sat down for a broad-ranging 1 on 1 discussion. We went in-depth on Emanuel’s investment style, what the current macro environment is looking like, and what his thoughts are on va...

We cover some interesting territory today. First up, we talk about the aftermarket crossing that we saw occur for Delta Lithium (DLI.ax) yesterday afternoon. Plus Azure’s (AZS.ax) response to the media speculation as they con...

As we recover from Diggers, we dive back into the daily news rhythm. And today we cover some interesting territory. We kick things off in Matty’s favourite part of the country, Cobar. He asks Trav what “surety” means in the c...

Westgold’s (WGX.asx) MD Wayne Bramwell entered the Money of Mine dungeon for a great chat on Day 2 of Diggers n Dealers. Plenty of hard hitting questions about Westgold’s culture turn around, along with the big question…..”Di...

We’ve battled our way back from Kalgoorlie and have a good one in store for the Money Miners today. Having seen the awards dished out by Diggers and Dealers, we’ve decided to conjure up a few awards of our own. Titles we anno...

We’re at the end of 3 big days at Diggers, and we’ve got a great interview to share. Please bear with our lower-than-usual production standards because the value of this one is phenomenal. Jake Klein, the executive chair of E...

Money of Mine dialing in from Diggers – Day 2! We had some great chats throughout the day and are sharing a couple of the conversations. Tony Rovira, MD of lithium market-darling Azure Minerals came on, along with his son who...

Diggers day one for the Money of Mine team! We apologise for this trainwreck episode… We had our mics and cameras rolling from De Bernales, picking up on what the word on the decline was. Our conversations were casual, rangin...

Money of Mine has delivered another great interview for the Money Miners today with none other than Pilbara Minerals CEO Dale Henderson. We visited the Pilgangoora operations and got the chance to sit down with the boss and g...

Today we’re sharing with the Money Miners our discussion with Kingsley Jones. Kingsley runs the investment firm he founded, Jevons Global, on the back of years of experience at firms such as Credit Suisse, AllianceBernstein, ...

We’re delighted to be able to provide the Money Miners with (as far as we know) the first full-length interview with Wyloo CEO Luca Giacovazzi and GM Strategy & BD Joel Turco. Part 2 is all about the deals. We go deep unpacki...

With quarterly season now over, we get to do one of our favourite segments – Name and Shame! Some of the lucky companies that make the cut include Sayona (SYA), Nimy (NIM), New World (NWC), Alice Queen (AQX), Poseidon (POS), ...

Last day of quarterly season! We kick things off with the big one, Patriot Battery Metals (PMT.asx) announcing their maiden resource estimate. 109.2Mt @ 1.4 % and plenty to talk about. Next up is a brief chat about quiet achi...

We’re nearing the end of the quarterly season, with a few last-minute capital raises being done to sure up the books. On this theme, Strandline (STA.asx) and Centaurus (CTM.asx) get a mention. We go over a bit of Macro with a...

We have the delight of being able to share today with the Money Miners a discussion with Doomberg!For those unaware, Doomberg represent a small team of skilled analysts who through their substack newsletter write provocative ...

It’s a full episode today deep into quarterly season! We kick things off with more details on the tough Panoramic (PAN.asx) equity raising… Not a good time for a nickel player to have to raise. The mood lightens somewhat disc...

We unpack the highs and lows (mostly lows) for the quarterly reports released in the last couple of days. Pilbara Minerals (PLS.asx) is the stand-out (as per usual) adding a further $656m of cash to the balance sheet. On the ...

Another jam-packed episode with news from plenty of commodities & jurisdictions! We start off with South 32 (S32.asx) announcing a write-down of their Hermosa asset, doing their best to one-up IGO’s write-down last week. SolG...

We’re delighted to be able to provide the Money Miners with (as far as we know) the first full-length interview with Wyloo CEO Luca Giacovazzi and GM Strategy & BD Joel Turco. This is the team behind the creative acquisitions...

Today we had the pleasure of having a deep dive discussion with the one and only Rick Rule. We covered heaps of ground including fundamentals in natural resource investing, the nuclear renaissance, lithium’s rise from obscuri...

The Money of Mine team couldn’t help but dig into some fascinating stories today, with quite a few to choose from. We skim over Rio Tinto’s (RIO.asx) quarterly highlights as it relates to copper, then onto the surprising anno...

We went into the battery metals today with lithium and graphite! Leo Lithium’s (LLL.asx) trading halt caught our eye, with potential rumblings of greater government interests in Malian mining projects. Syrah (SYR.asx) posted ...

We kicked into gear this morning with plenty of news to start the week. Sayona’s (SYA.asx) shareholders only just approved of stock and options grants to management while Hillgrove Resources (HGO.asx) are rapidly approaching ...

We start today’s pod in the best way we know how, with some more Banjo Paterson-esque poetry. Then, for the news, we share what the Abyssinian board had to say in response to the 249D (action to remove the board) discussed on...

The Money of Mine team had a blast digging into 3 peculiar stories today – a junior mining company doing a share buyback, the wide world of vanadium and the old Nifty mine. But, before we tucked into these stories, we had to ...

The Money of Mine team start the week by reflecting on learning that Australia’s opposition leader, Peter Dutton, is a keen listener of the show, as indicated by his comments on the need for nuclear just a day after our urani...

In this Friday Spectacular we have a bit of fun. Aeris (AIS.asx) have pulled guidance with some seismic activity unpacked by mining mogul Matt Michael. Regis (RRL.asx) have a record year and Matty drops some Word on the Decli...

Today we venture into the Uranium world! It’s territory we haven’t gotten too deep into before but with spot uranium breaking into local highs and some pro-nuclear policy changes happening around the globe, we think it’s abou...

Westgold bow out of the battle for Musgrave and Wayne comes on the show to answer the questions from the Money Miners. We speculate on what might be next for them in their M&A endeavors. Gascoyne has changed its name and we w...

Today we had the opportunity to delve into the current state of commodity markets with Terra Capital portfolio manager Mathew Langsford. Our discussion covered plenty of ground from the valuation differentials between the ASX...

The new financial year is here with a bang! We’ve got plenty of deals to talk about, starting with Develop (DVP.asx) lobbing an all-scrip bid for lithium player Essentials Metals (ESS.asx). Matty then unpacked Genesis Mineral...

We’ve got another fundie interview for the Money Miners today. We had the pleasure of speaking with Karim Nasr, CEO of La Mancha Resource Capital LLP. He was joined by Technical Director, Graham Crew, who is a fellow Money Mi...

The Money of Mine team is back together in the studio again and humming! We start today’s chat with the WA government’s announcement that the heritage laws proposed to be implemented come July 1, 2023, have been pushed back f...

The gift of mining M&A keeps giving as we start the show by delving deeper into the deal involving Westgold (WGX.asx) and Musgrave (MGV.asx). The Money of Mine team then shares some thoughts on the announcements from Encounte...

Another action-packed episode from all around the country! We warm up with announcements we noticed from AngloGold Ashanti (AGG.asx – soon to be delisted), BCI Minerals (BCI.asx), and Challenger Gold (CEL.asx). Vulcan’s (VUL....

We’ve got a big episode in store for the Money Miners today, with the one and only Matty Michael back in the studio fresh from his East Coast adventure. We kick things off with Musgrave (MGV.asx) advising shareholders to reje...

In this episode of Money of Mine, we had the great pleasure of interviewing Allan Trench. Allan was kind enough to give us a shout-out in his latest Strictly Boardroom column , which he has written along with John Sykes for n...

We give the ASX lithium stocks a break for the day and focus on a number of different gold announcements, plus something to look out for on the ASX. Northern Star (NST.asx) announced a huge $1.5B investment to expand the KCGM...

Today we dive into Sayona’s (SYA.asx) NAL Carbonate Technical Study (not a PFS) and look back at the Leonora saga, now that St Barbara (SBM.asx) shareholders have approved the Leonora sale. There is speculation from The Austr...

Today we touch base with Matty who is flying out to the east coast this afternoon to represent the Money of Mine team in true fashion. The mining news that caught our eye today includes: Navarre (NML.asx) entering voluntary a...

We covered lots of ground today, filling the Money Miners in on Mining News from across the globe. In our deep-dive we expand upon Mineral Resource’s (MIN.asx) late announcement on Friday, honing in on the cancelled lithium o...

Mr Flanagan himself dials into the show to add some colour to the conjecture we posed in yesterday’s episode. What an enigmatic character! Plus Trav’s Top Tweets does not disappoint. This one features three mining legends and...

We’ve got a cracking episode for the Money Miners today. This one involves Hancock, Legacy Iron Ore, Hawthorn Resources, Delta Lithium + more. Gina Rinehart, recently crowned the richest Australian again, has made her move (v...

Today we do a deep dive into the current situation for Panoramic Resources (PAN.asx) who today announced that their filter press pressure plate has a crack in it as their Savannah Nickel Project ramps up in the Kimberley. We ...

On the show today we take look at AVZ Minerals and the never-ending ownership disputes over the Manono lithium project. AVZ was a darling of the 2021 lithium boom and carried good momentum into 2022, but has now been in suspe...

Red 5 (RED.asx) have seen record Gold production in the previous 2 months, will they keep the momentum and turn this story around? We asked MD Mark Williams about what’s happening at King Of The Hill and how things are lookin...

Trav rips out his Weekly Top Tweets with a brand spanking new Segment Intro. Who else is putting it on the block in the Leonora and Laverton region? All Money of Mine episodes are for informational purposes only and may conta...

We are joined today by Emanuel Ajay Datt (@eadatt), Founder of Datt Capital and an anonymous Geo @Bogan_Geologist to discuss everything in the latest WA1 mania. 14c to $5, is it the real deal? All Money of Mine episodes are f...

What a fascinating and unexpected show we have for you today. Westgold (WGX.asx) launched an off-market takeover offer for Musgrave (MGV.asx) this morning. We unpack the deal and then get Wayne Bramwell himself (MD of Westgol...

On today’s show, first, we unpack St Barbara’s rebuttal that came out mid-market today. We are bloody bored of the St Barbara Saga but at this stage feel obliged to keep talking about it. Andromeda (ASX:ADN) notified the mark...

Want to know everything that Matty knows about WA Nickel? Here it is, though feel free to get in touch via LinkedIn or Twitter with any additional info or corrections. Special thanks to Mr Chad Kroeger for his sensational Nic...

Trav has become a St Barbara shareholder, mostly to give the benefit of participating in the new hotline setup by Silver Lake Resources for SBM shareholders. We decided to give it a ring so Trav is well informed ahead of the ...

We dive into the breaking story that is doing the ASX rumour mill: that the Government of Namibia is looking at gaining equity stakes in its resources projects as reported by Bloomberg and mining.com. Trav has some hot takes ...

In today’s show, we break down Mincor’s announcement where they provide an operational update and reveal some cash flow challenges that could result in a breach of their finance facility with BNP Paribas. What does this mean ...

Trav looks into why Sayona Mining Limited (SYA.asx) are raising $200m just before their first sales of Lithium from their North America Lithium project. Matty gives another Mining 101 chat about the Mining method Poseidon Nic...

We know how much you love the fundie chats so today we have interviewed Richard Morrow who sits on the Investment Committee at Lowell Resources Funds Management based in Melbourne. We venture into individual stocks such as Mu...

We hope this is the last deep dive we give on this deal – trust us, we are fatigued too. But we are in too deep. Intra-day yesterday the SBM Board came out with a rejection to the latest SLR proposal. We look forward to talki...

Today we unpack what the situation looks like for 29Metals (29M.asx) in relation to the extreme rainfall event experienced at their Capricorn Copper Mine in Queensland. Matty teaches a thing or two about mining to Trav in the...

We spitball plenty of hypotheticals while wait for the decision of St Barbara on whether they will open up the DD doors for Silver Lake Resources. All Money of Mine episodes are for informational purposes only and may contain...

Here is a bit of a prelude to the Monday episode regarding the Silver Lake Resources improved offer to St Barbara for the Leonora assets. Monday is going to be huge. All Money of Mine episodes are for informational purposes o...

We thought that the Money Miner’s would like to get to know the hosts a bit more, so here is the life story of Trav Ricciardo. Find out how a Kalgoorlie kid ended up starting a Financial Media Company. If everyone could pleas...

Tim Weir and Andy Clayton from Precision Funds Management chime in to give their insight into where both the Macro and Mining environment is at. We delve into the Niobium run for WA1 and Encounter, along with the African oppo...

BHP CEO Mike Henry gave an intriguing presentation on the company’s plan, and while we generally find the world’s biggest miner off our radar, he raised some great talking points and shed light on how they view various commod...

What is a SPAC you may ask? While SPACs aren’t common on our shores, there’s a good chance we’ll see a former SPAC on the ASX in Metals Acquisition Corp (MAC), through a rumoured IPO. We delve into what a SPAC is, what mine t...

Genesis Minerals (GMD.asx) have come out today with a revised proposal to acquire the Leonora assets from St Barbara (SBM.asx), which naturally we spent the morning dissecting in detail. Will this finally be enough to keep Si...

Today on the show we interview Sam Berridge, who manages the natural resources focused small cap funds at Perennial, to chat all things macro conditions, commodities, and resources companies. We cover lots of ground including...

We have an action-packed episode today with deals deals deals. The drama between Silver Lake, St Barbara and Genesis rolls on with a revised bid put forward by Silver Lake for St Barbara’s Leonora assets. Then we move to the ...

We delve deep into Black Cat Syndicate’s (BC8.asx) strategy for their Paulsens operation in the Pilbara, detailing the risk vs. reward of the asset that they acquired last year from Northern Star. We then talk resource nation...

We bring on the show today Andrew Grove, MD of Chesser Resource, who today announced that Fortuna Silver had bid to acquire them at a 95% premium to their last traded price. Fortuna is looking to acquire the explorer’s Diamba...

It was looking like a slow news day until Silver Lake Resources (SLR.asx) came up with another media release . It reads as if they paid close attention to Friday’s Money of Mine discussion (link below), as they refute St Barb...

We go in-depth into the story of the day, Silver Lake bidding to acquire St Barbara’s Leonora assets from under the nose of Genesis. Having seen the photos of Raleigh Finlayson at Gwalia, we assumed this deal was dead and bur...

First up Centaurus Metals (CTM.asx) gave us something good to talk about with positive metallurgical test-work, then we looked into how an investor may approach Vulcan Energy Resources (VUL.asx). All Money of Mine episodes ar...

We had the great opportunity to have an in-depth discussion with Warren Irwin, founder and chief investment officer of Rosseau Asset Management, one of the longest running natural resource focused hedge funds globally. Our di...

On the show today we have a chat with Simon Lawson, Managing Director of Gascoyne Resources. The company has had a tumultuous past couple of years, culminating in a trading suspension last November which lasted over 4 months ...

With quarterly season now over, we used the chance to name and shame companies who only managed to get their reports out after market on Friday. Then we gave our thoughts on the AVZ Minerals’ year-long suspension and the comp...