Episodes

Unpacking the Unfolding Uranium Universe
July 6, 2023

Unpacking the Unfolding Uranium Universe

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 about time we do a deep dive on the sector. We take a look at the market dynamics at play and what it all means for the ASX Uranium stocks, namely, Paladin (PDN.asx), Boss Energy (BOE.asx), Lotus (LOT.asx), Peninsula (PEN.asx) and Bannerman (BMN.asx). We welcome the Uranium expe...
What’s Next for Westgold ft Wayne + Gold News Galore
July 5, 2023

What’s Next for Westgold ft Wayne + Gold News Galore

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 wonder why Red 5’s share price tanks on good news. Wyloo finally get their hands on Mincor and Bellevue comes out with a tolling agreement with Genesis before production really kicks off. All Money of Mine episodes are for informational purposes only and may contain forward-l...
Canada, Commodities & the Supply Crunch with Matthew Langsford, Terra Capital
July 4, 2023

Canada, Commodities & the Supply Crunch with Matthew Langsford, Terra Capital

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 and TSX, where Terra is seeing value, what it will take to turn the buy over build mindset plus how running a natural resource focused fund compares with 10 years ago. We had a great time speaking with Matt and hope the Money Miners enjoy the chat! All Money of Mine episode...
DEVELOP to Turbocharge Growth with Lithium Takeover!
July 3, 2023

DEVELOP to Turbocharge Growth with Lithium Takeover!

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 Minerals (GMD.asx) reserve statement following the completion of their purchase of the Leonora Gold Project. We rounded out the episode on some more exciting M&A, with Ramelius (RMS.asx) coming over the top of Westgold (WGX.asx) to agree a takeover deal for Musgrave (MGV.asx)! All ...
The Forgotten Fund in Mining Investment – La Mancha
June 30, 2023

The Forgotten Fund in Mining Investment – La Mancha

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 Miner himself. We cover a lot of territory about this giant fund in the industry that most people in Australia don’t know much about at all. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co...
Should Perseus Buy WAF? + The Port Lithium Hopefuls Need
June 29, 2023

Should Perseus Buy WAF? + The Port Lithium Hopefuls Need

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 for 12 months. Then, we update the Money Miners on the announcement from Panoramic (PAN.asx) regarding their previously flagged processing plant issues before cracking open MacMahon’s (MAH.asx) last-minute guidance update. We then try to interpret what we can as to the goings...
Westgold Plot Thickens and Jervois raising AGAIN!
June 28, 2023

Westgold Plot Thickens and Jervois raising AGAIN!

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 Encounter (ENR.asx), Ora Banda (OBM.asx), Aeris (AIS.asx), Carnaby (CNB.asx), Mincor (MCR.asx) and NRW Holdings (NWH.asx). As a deeper dive we took Jervois’ trading halt pending a capital raise as an opportunity to pull apart what their financings deals, future plans, and potential ...
We Tiptoe into the Tantalizing Tin Baron World (aka Metals X)
June 27, 2023

We Tiptoe into the Tantalizing Tin Baron World (aka Metals X)

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.asx) deal with NYSE-listed SLB gets discussed before we head to the Cobar for an update on what’s going on corporately at both Polymetals (POL.asx) and Kingston (KSN.asx). Our story of the day takes us to “Tin Barron” land, via Tanami Gold (believe it or not). Metals X (MLX....
Musgrave REJECT Westgold and the Market Disapproves Perenti’s DDH1 takeover
June 26, 2023

Musgrave REJECT Westgold and the Market Disapproves Perenti’s DDH1 takeover

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 reject the Westgold (WGX.asx) takeover proposal, then staying on the theme of takeovers, we talk through what the hold-up is at Mincor (MCR.asx), with Wyloo looking to wrap things up pronto! Calidus (CAI.asx) signed a framework agreement which gets a mention as well as Capricorn...
The Top 5 Rules of Investing in Resources Companies with Mining Luminary Allan Trench
June 23, 2023

The Top 5 Rules of Investing in Resources Companies with Mining Luminary Allan Trench

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 nearly 2 decades. The article, titled “Five Rules of Resources Sector Investing” is the premise of our discussion today, from which we expand upon Allan’s extensive expertise as well as many great stories & anecdotes. Throughout his career Allan has held key roles in notable ...
Northern Star Spends Up For Super Pit – Bond 2.0?
June 22, 2023

Northern Star Spends Up For Super Pit – Bond 2.0?

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 (aka the Super Pit) processing plant, while Gold Road (GOR.asx) gave an update from Gruyere. De Grey (DEG.asx) revealed an exploration expansion in a deal with Canadian-listed Novo Resources plus we take a close look at what ‘speeding ticket’ means in the market in the cont...
Questioning Sayona’s Study & Speculating on Silver Lake M&A
June 21, 2023

Questioning Sayona’s Study & Speculating on Silver Lake M&A

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 Australian that Silver Lake (SLR.asx) is looking for an alternative M&A target and we give our opinion on these, plus we throw in a couple of other possibilities. Matty dials in with an update from the Gold Series over east. Rio Tinto (RIO.asx) is spending US$500 million on an un...
Is AZS’s New Lithium Discovery Worth $1 Billion Already?
June 20, 2023

Is AZS’s New Lithium Discovery Worth $1 Billion Already?

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 administration; Leo Lithium (LLL.asx) and Latin Resources (LRS.asx) increasing their Lithium Mineral Resources while Regis (RRL.asx) depleting their Gold Mineral Resource; Talga (TLG.asx) get closer to developing Vittangi; BCI Minerals (BCI.asx) update costs and timing for Ma...
What is happening with MinRes’ Mega Lithium Business?
June 19, 2023

What is happening with MinRes’ Mega Lithium Business?

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 offtake with Ganfeng for Mt Marion. We also touch on the rumoured Barrick Gold (GOLD.nyse) bid for First Quantum (FM.tse); trouble at Lake Resources (LKE.asx) as capital costs emerge; progress in Brazil for Centaurus (CTM.asx); Lynas (LYC.asx) a little late with Kalgoorlie Fa...
David Flanagan Answers the ‘Word On The Decline’
June 16, 2023

David Flanagan Answers the ‘Word On The Decline’

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 one day-trading mystery. Follow the recipients of the noble awards on Twitter directly: @shaerussell @Pete__Panda @TwinTurboCe1ica @DavidFlanagan_ In the recap, we cover the trading halts of De Grey (DEG.asx), Predictive Discovery (PDI.asx), and Latin Resources (LRS.asx). A...
Gina Makes Her Lithium Move
June 15, 2023

Gina Makes Her Lithium Move

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 (via her privately held business Hancock) into the lithium (and broader critical minerals) market. We unpack what the details of the deal are, what it means for the surroundings parties, plus what’s going on in the lithium market globally. We even have a few juicy ‘Word on the...
Panoramic’s Mill Mishap, do they need to Raise to Remedy it?
June 14, 2023

Panoramic’s Mill Mishap, do they need to Raise to Remedy it?

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 look at the operational implications and also the potential for a stressed balance sheet amid what looks like a few weeks of lost production at a critical time, ramp-up! In the other news of the day, Delta Lithium (DLI.asx) completed a strategic placement at a 7.5% premium t...
End game for AVZ Minerals?
June 13, 2023

End game for AVZ Minerals?

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 suspension for over a year. Lawsuits have been announced left, right and centre, so we get Money Miners up to speed with the latest and have a go and identifying potential outcomes for the company. All Money of Mine episodes are for informational purposes only and may contain for...
Will RED 5 Keep it UP? We Asked MD Mark Williams
June 8, 2023

Will RED 5 Keep it UP? We Asked MD Mark Williams

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 looking going forward. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial profe...
Trav’s Top Tweets, New Love for Leonora/Laverton
June 8, 2023

Trav’s Top Tweets, New Love for Leonora/Laverton

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 contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Follow Money of mine on YouTube Follow Money of mine on Twitter Follow Money of mine...
Is WA1 the Real Deal?
June 7, 2023

Is WA1 the Real Deal?

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 for informational purposes only and may contain forward-looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Follow Money of mine on YouTube Follow M...
Westgold launches a Takeover for Musgrave and MD Wayne Bramwell Dials in
June 6, 2023

Westgold launches a Takeover for Musgrave and MD Wayne Bramwell Dials in

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 Westgold and friend of the show) on the show to talk us through the important aspects. There’s a bit to unpack here. There’s the strategy. The price. The potential for interlopers to get involved. The market’s reaction to the whole thing. It’s a long episode but it’s worth tuning i...
St Barbara Deja Vu, Gold Sector Intel, Drama for Industrial Minerals
June 2, 2023

St Barbara Deja Vu, Gold Sector Intel, Drama for Industrial Minerals

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 market that one of their binding offtake agreements has been canceled in an announcement that dropped on ASX aftermarket yesterday. We discuss that in the context of another industrial minerals player that is in a bit of trouble too – Kalium Lakes (ASX:KLL) which entered a tradi...
Where does Everyone’s Nickel GO in WA? Trav’s Top Tweets of the Week
June 1, 2023

Where does Everyone’s Nickel GO in WA? Trav’s Top Tweets of the Week

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 Nickel overview. Trav also presents his new segment…..TRAV’S TOP TWEETS!! All Money of Mine episodes are for informational purposes only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alter...
We are now SBM shareholders, Matty’s Processing Insight for the Gascoyne Metallurgical Results
May 31, 2023

We are now SBM shareholders, Matty’s Processing Insight for the Gascoyne Metallurgical Results

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 shareholder vote on 20 June. Matty also gives a Processing spectacular about the ins and outs of Gravity circuits and Cyanide Leaching for Gold processing. This was in the context of the latest metallurgical results for Gascoyne Resources regarding their Never Never deposit....
Trouble for Uranium in Namibia, Lithium Winners and Losers
May 30, 2023

Trouble for Uranium in Namibia, Lithium Winners and Losers

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 on this from his investigative efforts (yes, Twitter searching). And we also unpack the relative performance of the three big Lithium equity raises conducted on the ASX this month: Leo Lithium (LLL) vs Vulcan Energy (VUL) vs Sayona Mining (SYA). What does Trav think of their...
What’s Stopping Wyloo Getting its Hands on Mincor? Develop Forms JV with Tjiwarl Contracting
May 29, 2023

What’s Stopping Wyloo Getting its Hands on Mincor? Develop Forms JV with Tjiwarl Contracting

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 for the takeover offer from Wyloo? And importantly, why are some shareholders not selling in to the offer yet? Plus Matty takes us into why Indigineous engagement is so important in the Mining industry, in light of Develop entering a JV with Tjiwarl Contracting Services. All...
Sayona Raising $200m Just Before First Sales, Matty Goes Deep on Poseidon
May 26, 2023

Sayona Raising $200m Just Before First Sales, Matty Goes Deep on Poseidon

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 Nickel (POS.asx) are looking to employ 1300-1500m underground at Silver Swan. Also plenty on what’s happening with their offtake, FID and what the constraints are on potential expansion to 2.2mtpa. All Money of Mine episodes are for informational purposes only and may contain f...
Junior Mining Stocks with Richard Morrow of Lowell Resources Fund
May 25, 2023

Junior Mining Stocks with Richard Morrow of Lowell Resources Fund

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 Musgrave (MGV.asx), Predictive (PDI.asx), and Caravel (CVV.asx). All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively...
We React to the St Barbara “NO” to Silver Lake
May 24, 2023

We React to the St Barbara “NO” to Silver Lake

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 talking about something different from now on!! All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a ...
What 200 Olympic Pools of Water Means for 29Metals
May 23, 2023

What 200 Olympic Pools of Water Means for 29Metals

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 process. The guys relay their thoughts on what the updated guidance released today means to the market. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. Please do your own research before makin...
We speculate while waiting for St Barbara’s response
May 22, 2023

We speculate while waiting for St Barbara’s response

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 forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Follow us on YouTube: https://bit.ly/3A4fPgD Follow us on Twitter: https://twitter.com...
SLR drop new bid for Leonora Friday night
May 20, 2023

SLR drop new bid for Leonora Friday night

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 only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Follow Money of mine on YouTube Follow Money of mine on Twitter Fol...
Travis Ricciardo – Kalgoorlie Boy to starting a Financial Media Co
May 19, 2023

Travis Ricciardo – Kalgoorlie Boy to starting a Financial Media Co

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 please also express their interest in hearing the full JD life story. He is not keen at all, but I’m sure that bulk messages from the Money Miner’s will take the decision out of his hands. Follow Money of mine on YouTube Follow Money of mine on Twitter Follow Money of mine on Lin...
Niobium & African opportunities – with Tim Weir and Andy Clayton from Precision Funds Management
May 18, 2023

Niobium & African opportunities – with Tim Weir and Andy Clayton from Precision Funds Management

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 opportunities of Lindian, Predictive Discovery and Orecorp. We also give an update on the production timeline for Delta Lithium (previous Red Dirt). All Money of Mine episodes are for informational purposes only and may contain forward looking statements that may not eventuate. ...
BHP’s capital allocation model, Greatland rumours
May 17, 2023

BHP’s capital allocation model, Greatland rumours

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 commodities, among other takes. Greatland Gold got a mention too on the rumours that their proposed ASX-listed will be announced soon. All Money of Mine episodes are for informational purposes only and may contain forward looking statements that may not eventuate. Please do your o...
Unpacking the SPAC: Metals Acquisition Corp
May 16, 2023

Unpacking the SPAC: Metals Acquisition Corp

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 the MAC SPAC is buying and what their all-star line-up are up to in Australia. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. Please do your own research before making any investment decision o...
Genesis ups bid, ball now in SLR’s corner
May 15, 2023

Genesis ups bid, ball now in SLR’s corner

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 Silver Lake Resources (SLR.asx) away? We then cover AngloGold Ashanti’s decision to de-list from both the South African and Australian stock exchanges, discussing whether this could be a sign they’re looking to simplify any future M&A deal. All Money of Mine episodes are for i...
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 how he sees the current interest rate environment, where we are in the M&A cycle, and what companies are catching his eye. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. Please do your own re...
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 “merger of equals” between Allkem and American-listed lithium company Livent Corp, who hold neighbouring assets in both Canada and Argentina. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. Ple...
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 nationalism and selling out of coal assets as the drama at Teck Resources rolls on. All Money of Mine episodes are for informational purposes only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision o...
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 Sud Gold Project in Senegal. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered fi...
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 Barbara’s (SBM.asx) reasoning for why the transaction didn’t constitute a better deal for its shareholders. Again there was plenty for us to unpack before we rounded off with news from Lynas. Money of Mine 1st coverage episode of SLR deal https://youtu.be/hV_rwfC5AiA Silver Lake...
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 buried but low and behold SLR have come up with a competing offer, already deemed not to be superior by the St Barbara board. We pull apart the various facets of this deal for the historic Leonora gold assets. All Money of Mine episodes are for informational purposes only and m...
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 are for informational purposes only and may contain forward-looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Follow Money of mine on YouTube Follo...
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 discussion ranged from the current macro landscape as it relates to resource investing, government intervention in the sector and how he goes about picking resource juniors plus a whole lot more. We hope you enjoy the chat! All Money of Mine episodes are for informational purp...
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 and a restructuring of the business. They put the Dalgaranga plant on care and maintenance and raised $50m to drive exploration and cover costs. We dig deep into management and the boards approach to this decision and explore what alternatives the company had. All Money of M...
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 company’s corporate governance throughout before covering the latest financing arrangements at BCI Minerals. All Money of Mine episodes are for informational purposes only and may contain forward looking statements that may not eventuate. Please do your own research before makin...
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 Bosnia. All Money of Mine episodes are for informational purposes only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. All ...
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 and Sulphur Springs Copper/Zinc projects, in parallel with their Underground Mining Services division. All Money of Mine episodes are for informational purposes only and may contain forward looking statements that may not eventuate. Please do your own research before making ...
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 potash sector. All Money of Mine episodes are for informational purposes only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professiona...
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 are for informational purposes only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Follow Money of mine on Youtube Fo...
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 gold project. All Money of Mine episodes are for informational purposes only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial profess...
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 would be a great time to have a chat and see how Tony plans to take the company to steady-state production. All Money of Mine episodes are for informational purposes only and may contain forward looking statements that may not eventuate. Please do your own research before makin...
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 back? Trav and JD also pump some great research into Yancoal (YAL) and why they trade at such a low EV/EBITDA multiple. All Money of Mine episodes are for informational purposes only and may contain forward looking statements that may not eventuate. Please do your own research...
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 Jervois over the past year. All Money of Mine episodes are for informational purposes only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered fin...
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 some big news out of Tanzania. All Money of Mine episodes are for informational purposes only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered fi...
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 to a vote. All Money of Mine episodes are for informational purposes only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professiona...
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 purposes only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Follow Money of mine on Youtube Follow Money of mine on Twitter...
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 Mine episodes are for informational purposes only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Follow Money of mine ...
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 episodes are for informational purposes only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Follow Money of mine on Youtube F...
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 results after a weather-related hiccup as they ramp up their Savannah project. All Money of Mine episodes are for informational purposes only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or...
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 environment. 0:00 – Intro 2:04 – Ramelius (ASX:RMS) creeps higher on Breaker (ASX:BRB) 7:42 – Talga (ASX:TLG) receives environmental approvals in Sweden 13:19 – Speculation on Arafura’s (ASX:ARU) offtake agreement 22:10 – Challenging environment for funding new resource projects 27:50...
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 informational purposes only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Follow Money of mine on Youtube Follow Mon...
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 episodes are for informational purposes only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Follow Money of mine on Youtu...
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 acquire Mincor Resources, Anax’s Whim Creek DFS, Alto Metal’s resource upgrade and what we’ve been hearing about the Liontown takeover debate. All Money of Mine episodes are for informational purposes only and may contain forward looking statements that may not eventuate. Please d...