Episodes

Fundie insights with Sam Berridge, Perennial Value Management
May 12, 2023

Fundie insights with Sam Berridge, Perennial Value Management

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...

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Silver Lake revises bid, Allkem & Livent to merge
May 11, 2023

Silver Lake revises bid, Allkem & Livent to merge

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 ...

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Can Black Cat mine thin? + Teck Splitting
May 10, 2023

Can Black Cat mine thin? + Teck Splitting

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...

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Chesser attracts 95% takeover premium with MD Andrew Grove
May 9, 2023

Chesser attracts 95% takeover premium with MD Andrew Grove

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...

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The Rebuttal: SLR Hits Back at SBM
May 8, 2023

The Rebuttal: SLR Hits Back at SBM

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...

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Silver Lake cutting Genesis’ grass
May 5, 2023

Silver Lake cutting Genesis’ grass

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...

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Centaurus testwork-ing, Vulcan raising
May 4, 2023

Centaurus testwork-ing, Vulcan raising

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...

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Picking Resource Projects with Warren Irwin, CIO Rosseau AM
May 3, 2023

Picking Resource Projects with Warren Irwin, CIO Rosseau AM

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...

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Did Gascoyne (GCY) make the right call? With MD Simon Lawson
May 2, 2023

Did Gascoyne (GCY) make the right call? With MD Simon Lawson

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 ...

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AVZ’s governance, BCI seeing Mardie through
May 1, 2023

AVZ’s governance, BCI seeing Mardie through

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...

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Sandfire’s leverage, Adriatic CEO & GM insights
April 28, 2023

Sandfire’s leverage, Adriatic CEO & GM insights

With everything that’s going on at Sandfire, we decided to read into their recent quarterly. We also had a chat with Adriatic Metals CEO Paul Cronin and GM Matthew Hine on how the Vares polymetallic mine is ramping up in Bosn...

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Bill Beament, can he do it again?
April 27, 2023

Bill Beament, can he do it again?

Develop Global (DVP) Managing Director Bill Beament joins Money of Mine to unpack their recent quarterly and go over the company’s trajectory. DVP is positioning themselves as a base metals producer with the pending Woodlawn ...

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MinRes Misses, Adriatic Drawdown
April 26, 2023

MinRes Misses, Adriatic Drawdown

We take a look at Mineral Resources (MIN) quarterly, which the market hasn’t taken a liking to, then discuss Adriatic’s (ADT) progress in Bosnia Herzegovina and round off with a chat about Agrimin (AMN), in the forgotten pota...

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Blair Way LIVE – Patriot Battery Metals (PMT)
April 24, 2023

Blair Way LIVE – Patriot Battery Metals (PMT)

Patriot Battery Metals (PMT) CEO Blair Way joins us LIVE in Perth to follow up on our initial chat. We talk about the retail popularity of the stock, the infamous drill cross sections and much more. All Money of Mine episodes...

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Boss Energy progresses, Orecorp after funding
April 24, 2023

Boss Energy progresses, Orecorp after funding

As quarterly season continues we take a peek into the progress being made at Boss Energy’s Honeymoon project then we move to Africa, where Orecorp is looking to follow in the West African Resources footsteps with its Nyanzaga...

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Galena Raising with Tony James
April 21, 2023

Galena Raising with Tony James

On the show today we have Tony James, Managing Director of Galena Mining (G1A), who are in the ramp-up phase at their jointly owned Abra lead-silver project. The company has just raised $20m in new equity so we thought it wou...

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Darren Stralow smells first Gold, 29M a target?
April 20, 2023

Darren Stralow smells first Gold, 29M a target?

Darren Stralow joins the Daily News to expand on the Bellevue Gold (BGL) quarterly and construction update. 29 Metals (29M) release an operation update for Capricorn Copper but is this putting a acquisition target on their ba...

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Perseus & Capricorn delight, Jervois’s conundrum
April 19, 2023

Perseus & Capricorn delight, Jervois’s conundrum

We’re into quarterly season now and first up we talk Perseus, who continue to deliver on their West African operations. Then it’s over to Capricorn Metals and their plans for Mt Gibson before we dive into what has unfolded at...

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Patriot’s Blair Way defends Corvette, Tanzania takes-off
April 18, 2023

Patriot’s Blair Way defends Corvette, Tanzania takes-off

On the show today we bring on Blair Way, CEO of Patriot Battery Metals (PMET:tsx and PMT:asx), to answer some questions we had about the Corvette Lithium project. We then take a look at Pantoro’s quarterly report as well as s...

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Regis disappoints, Sayona keeps growing
April 17, 2023

Regis disappoints, Sayona keeps growing

We recap the Genesis and St Barbara deal, Sayona Mining’s DFS and resource upgrade, Regis’s March quarter as well as why Minres has popped up on the Essential Metal’s register just days before the Tianqi IGO JV put their bid ...

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A new Genesis term-sheet, Copper Mountain takeover
April 14, 2023

A new Genesis term-sheet, Copper Mountain takeover

On todays episode we have a look at the term-sheet for the recut Genesis and St Barbara deal then we talk copper, with Hudbay Minerals lobbing a bid for Copper Mountain. All Money of Mine episodes are for informational purpos...

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Clayts talks Leo Lithium, we question Patriot
April 13, 2023

Clayts talks Leo Lithium, we question Patriot

On today’s show we bring on Precision Fund’s Andy Clayton to discuss Leo Lithium’s development of the Goulamina project then we dig into what’s intriguing us at Patriot Battery Metals Corvette project in Quebec. All Money of ...

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Westgold turnaround with Wayne Bramwell
April 12, 2023

Westgold turnaround with Wayne Bramwell

We unpacked today’s March production results from Westgold with their MD Wayne Bramwell, what’s unfolding at Latin Resources Salinas project and the IGO / Tianqi Lithium takeover of Essential Metals. All Money of Mine episode...

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Will Newmont close history’s biggest gold deal with Newcrest?
April 11, 2023

Will Newmont close history’s biggest gold deal with Newcrest?

Newmont have come back for another bite at Newcrest with a $29.4b bid, Evolution revise their guidance after Ernest Henry’s disruption, Calidus are on the Lassonde Curve rollercoaster and Panoramic have released production re...

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What Talga’s environmental approval means
April 6, 2023

What Talga’s environmental approval means

Our discussion today covered Ramelius’ takeover bid for Breaker Resources, Talga receiving environmental approvals in Sweden, speculation on Arafura’s offtake agreement, and the challenging resource project funding environmen...

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Why Capricorn Metals trade at a PREMIUM
April 5, 2023

Why Capricorn Metals trade at a PREMIUM

In today’s episode we discuss whether Red5 is turning the corner, why Capricorn Metals trades at a premium to peers, what’s going on at Navarre and West African Resources strategy execution. All Money of Mine episodes are for...

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Are Genesis and St Barbara re-cutting the merger?
April 4, 2023

Are Genesis and St Barbara re-cutting the merger?

In today’s episode we pick apart Mincor’s target statement, Glencore’s big bid to acquire Teck Resources, the Genesis – St Barbara merger and the latest in the ownership split of the Porgera mine in PNG. All Money of Mine epi...

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Why Wyloo has gone best & final for Mincor
April 3, 2023

Why Wyloo has gone best & final for Mincor

Today is the first episode in our brand new format. We’ll be covering the news and announcements that are moving Australian mining companies each weekday. In this episode we’ll discuss the latest news in Wyloo’s bid to acquir...

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