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Money of Mine

ByMineral Media
461 episodes

Podcast Summary

Dive into the world where mining meets financial markets with "Money of Mine," a podcast that cuts through the noise to deliver insightful analysis and expert perspectives. Each episode features in-depth conversations with industry leaders and financial experts, shedding light on crucial topics that impact investors and the mining sector alike. Notable guests have included Taylor McKenna from Kopernik Global Investors, who shares his insights on market trends, and influential voices who discuss the latest developments affecting global resources. Explore themes such as investment strategies, technological advancements in mining, and the intricate relationship between commodity prices and financial markets. "Money of Mine" stands out for its commitment to delivering substantial content without the fluff, making it a must-listen for anyone looking to deepen their understanding of the mining industry's financial landscape. Whether you're a seasoned investor or just curious about the market, this podcast offers valuable knowledge and engaging discussions that inform and inspire.

#1

The Art of Commodity Investing (Taylor McKenna of Kopernik)

Today we’re sharing our conversation with Taylor McKenna of Kopernik Global Investors.We’ve long wanted to chat with Kopernik, given their strong value investing orientation, the fantastic research papers they’ve shared and their eclectic portfolio. And our conversation didn’t disappoint. Taylor shared the Kopernik philosophy, before expanding on why they like platinum group metals, gold and lithium, as well as thoughts on copper and uranium equities, amongst many topics.This interview was recorded on 30 May 2025.……………TIMESTAMPS(00:00) Preview(01:00) Introduction(03:35) Kopernik's Investment Strategy(05:04) Understanding Cyclical Markets(06:16) Valuation Metrics in Mining(08:06) Platinum and Palladium Market(11:16) Navigating Geopolitics(17:30) Impala vs Zimplats(20:58) Gold as a Long-Term Investment(26:12) Opportunities in Gold Mining(27:49) Newmont's Strategic Moves(31:18) Investment Strategies in Small Companies(39:34) Uranium Market(41:30) Lithium Market(48:08) Navigating Political Risks in Mining……………Join 12k+ subscribers to the ⁠⁠⁠⁠⁠Director’s Special⁠⁠⁠⁠⁠: one daily email with all the news that matters in mining ……………PARTNERSThank you to the mining services businesses that make this content possible: ⁠⁠⁠⁠⁠Mineral Mining Services⁠⁠⁠⁠⁠ – Your preferred mining contractor - 1300 546 117 ⁠⁠⁠⁠⁠Grounded⁠⁠⁠⁠ - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: [email protected] ⁠⁠⁠⁠⁠Sandvik Ground Support⁠⁠⁠⁠⁠ – The only ground support you’ll ever need ⁠⁠⁠⁠⁠CRE Insurance⁠⁠⁠⁠⁠ – Insurance Brokers for the construction, resources and energy sectors | [email protected] +61 2 9493 6100 ⁠⁠⁠⁠⁠K-Drill⁠⁠⁠⁠ – Safe, reliable, and productive surface RC drilling | Ryan O'Sullivan: [email protected] +61 427 783 190 ⁠⁠⁠⁠⁠Cross Boundary Energy⁠⁠⁠⁠⁠ – Independent power producer for the global mining industry | [email protected] +61 466 184 943 ……………FOLLOW & CONNECT• YouTube: ⁠⁠⁠⁠⁠@MoneyofMine⁠⁠⁠⁠⁠• Twitter / X: ⁠⁠⁠⁠⁠@money...

2025-06-05•51mins
#2

Why Mega Deal "GlenTinto" is On (with Koala)

For today’s show we welcome back the Koala.It’s been a busy period of big announcements on the global mining stage, with Rio’s CEO announcing his resignation, Glencore seemingly prepping for a deal, Harmony Gold bidding for MAC, Adriatic and Dundee appearing on the cusp of a deal, Alphamin outshining Metals X and NexGen highlighting the prospectivity of the Athabasca Basin. Who better to pick this all apart with?Find the Koala on Twitter here: Introduction(01:37) Rio-Glen: Back on?(03:18) Why Jakob left(13:20) Is Glencore Desperate?(20:34) Will GLEN’s weak stock stop a deal(24:58) The appeal of NexGen(32:04) Will Harmony have an interloper for MAC(34:44) The clock ticks for Adriatic - Dundee(37:11) Alphamin vs Metals X ……………Join 12k+ subscribers to the ⁠⁠⁠⁠Director’s Special⁠⁠⁠⁠: one daily email with all the news that matters in mining ……………PARTNERSThank you to the mining services businesses that make this content possible: ⁠⁠⁠⁠Mineral Mining Services⁠⁠⁠⁠ – Your preferred mining contractor - 1300 546 117 ⁠⁠⁠⁠Grounded⁠⁠⁠ - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: [email protected] ⁠⁠⁠⁠Sandvik Ground Support⁠⁠⁠⁠ – The only ground support you’ll ever need ⁠⁠⁠⁠CRE Insurance⁠⁠⁠⁠ – Insurance Brokers for the construction, resources and energy sectors | [email protected] +61 2 9493 6100 ⁠⁠⁠⁠K-Drill⁠⁠⁠ – Safe, reliable, and productive surface RC drilling | Ryan O'Sullivan: [email protected] +61 427 783 190 ⁠⁠⁠⁠KCA Site Services⁠⁠⁠ – Workforce and equipment solutions for mining and civil projects | [email protected] 1300 143 947 ⁠⁠⁠⁠Black Diamond Drilling Services⁠⁠⁠⁠ – Drilling consumables supplier for the mining industry [email protected] +61 450 944 489 ⁠⁠⁠⁠Cross Boundary Energy⁠⁠⁠⁠ – Independent power producer for the global mining industry | [email protected] +61 466 184 943 ……………FOLLOW & CONNECT• YouTube: ⁠⁠⁠⁠@MoneyofMine⁠⁠⁠⁠• Twitter / X: ⁠⁠⁠⁠@moneyofminepod⁠⁠⁠⁠• ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ | ...

2025-06-01•44mins
#3

What's Gone Wrong at Ivanhoe? (Neil Ringdahl)

On the show today we’re joined by Neil Ringdahl to pick apart the challenges at Ivanhoe’s Kamoa-Kakula.Neil technical background made him the perfect person to walk us through the news that shook Ivanhoe. The seismic events & flooding that’ve disrupted Africa’s biggest copper mine has put an already jumpy copper market on edge, providing plenty of talking points.In addition, the Koala jumped on with us to share perspectives on why this led to such a volatile 25%+ drop, and what could happen from here.Neil Ringdahl's Twitter: ……………TIMESTAMPS(00:00) Introduction(03:26) Neil Ringdahl on MoM(05:23) Understanding the KK challenges(23:10) What next for Ivanhoe(33:30) Dearth of talent attracted to mining(42:05) Koala on MoM……………Join 12k+ subscribers to the ⁠⁠⁠Director’s Special⁠⁠⁠: one daily email with all the news that matters in mining ……………PARTNERSThank you to the mining services businesses that make this content possible: ⁠⁠⁠Mineral Mining Services⁠⁠⁠ – Your preferred mining contractor - 1300 546 117 ⁠⁠⁠Grounded⁠⁠ - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: [email protected] ⁠⁠⁠Sandvik Ground Support⁠⁠⁠ – The only ground support you’ll ever need ⁠⁠⁠CRE Insurance⁠⁠⁠ – Insurance Brokers for the construction, resources and energy sectors | [email protected] +61 2 9493 6100 ⁠⁠⁠K-Drill⁠⁠ – Safe, reliable, and productive surface RC drilling | Ryan O'Sullivan: [email protected] +61 427 783 190 ⁠⁠⁠KCA Site Services⁠⁠ – Workforce and equipment solutions for mining and civil projects | [email protected] 1300 143 947 ⁠⁠⁠Black Diamond Drilling Services⁠⁠⁠ – Drilling consumables supplier for the mining industry [email protected] +61 450 944 489 ⁠⁠⁠Cross Boundary Energy⁠⁠⁠ – Independent power producer for the global mining industry | [email protected] +61 466 184 943 ……………FOLLOW & CONNECT• YouTube: ⁠⁠⁠@MoneyofMine⁠⁠⁠• Twitter / X: ⁠⁠⁠@moneyofminepod⁠⁠⁠• ⁠⁠⁠LinkedIn⁠⁠⁠ | ⁠⁠⁠Instagram⁠⁠⁠ | ⁠⁠⁠Facebo...

2025-05-30•45mins
#4

The Secret Masterplan of ASX’s Most Loved Miner?

Today’s show covered it all, from a deep dive into WA gold to what it takes to turn a company into an institutional-grade powerhouse. From the Genesis deal to snap up Focus Minerals’ Laverton project, to the growth plans, we picked it apart. Plus, what’s brewing at Sunrise Dam, Regis Resources, and Magnetic Resources?And where does a potential Genesis-Vault merger fit into the picture?……………TIMESTAMPS (00:00) Introduction(00:41) Unpacking Genesis' Deal(03:50) “4Moz” – Should we be Sceptical? (08:41) An Unsubstantiated Rumour(13:54) When will Magnetic get bought?(17:08) Is Sunrise Dam for sale?(21:39) Will the tie-up with Vault happen next?(25:35) What's next for Regis?(26:59) Focus Minerals – Undervalued?(29:48) The Art of Genesis' Institutional Appeal……………Join 12k+ subscribers to the ⁠⁠Director’s Special⁠⁠: one daily email with all the news that matters in mining ……………PARTNERSThank you to the mining services businesses that make this content possible: ⁠⁠Mineral Mining Services⁠⁠ – Your preferred mining contractor - 1300 546 117 ⁠⁠Grounded⁠ - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: [email protected] ⁠⁠Sandvik Ground Support⁠⁠ – The only ground support you’ll ever need ⁠⁠CRE Insurance⁠⁠ – Insurance Brokers for the construction, resources and energy sectors | [email protected] +61 2 9493 6100 ⁠⁠K-Drill⁠ – Safe, reliable, and productive surface RC drilling | Ryan O'Sullivan: [email protected] +61 427 783 190 ⁠⁠KCA Site Services⁠ – Workforce and equipment solutions for mining and civil projects | [email protected] 1300 143 947 ⁠⁠Black Diamond Drilling Services⁠⁠ – Drilling consumables supplier for the mining industry [email protected] +61 450 944 489 ⁠⁠Cross Boundary Energy⁠⁠ – Independent power producer for the global mining industry | [email protected] +61 466 184 943 ……………FOLLOW & CONNECT• YouTube: ⁠⁠@MoneyofMine⁠⁠• Twitter / X: ⁠⁠@moneyofminepod⁠⁠• ⁠⁠LinkedIn⁠⁠ | ⁠⁠Instagram⁠⁠ | ...

2025-05-27•35mins
#5

Iron Ore Top Dogs Argue About Who is #1

This week, we hit the Fin’s Mining Summit and rubbedshoulders with the who’s who of Australia’s mining elite.We decide to break down the big themes everyone’s debating — who’s really top dog in iron ore, which miners should do a copper deal, how to make Australia in mining as well as plenty of cracking one-liners.Plus, Adriatic Metals lit up the market after revealing talkswith Dundee Precious, so naturally, we ripped into who likely leaked it, why, and what will come next.……………TIMESTAMPS (00:00) Introduction(00:52) Hot Takes from the Mining Summit(04:49) BHP vs FMG showdown(06:32) John Welborn Jokes and g eopolitical risk(10:47) Why the room stops when Jake Klein talks(12:40) The case for M&A(16:09) Are copper plays cheap?(19:49) Lynas crack China with first heavy RE production(22:14) How to make Australia (28:31) Adriatic and Dundee Precious Metals deal talk……………Join 12k+ subscribers to the ⁠Director’s Special⁠:one daily email with all the news that matters in mining ……………PARTNERSThank you to the mining services businesses that make thiscontent possible: ⁠Mineral Mining Services⁠ – Your preferred mining contractor - 1300 546 117 ⁠Grounded - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: [email protected] ⁠Sandvik Ground Support⁠ – The only ground supportyou’ll ever need ⁠CRE Insurance⁠ – Insurance Brokers for the construction, resources and energy sectors | [email protected] +61 2 9493 6100 ⁠K-Drill – Safe, reliable, and productive surface RC drilling | Ryan O'Sullivan: [email protected] +61 427 783 190 ⁠KCA Site Services – Workforce and equipment solutions for mining and civil projects | [email protected] 1300 143 947 ⁠Black Diamond Drilling Services⁠ – Drilling consumables supplier for the mining industry [email protected] +61 450 944 489 ⁠Cross Boundary Energy⁠ – Independent power producer for the global mining industry | [email protected] +61 466 184 943 ……………FOLLOW & CONNECT• Yo...

2025-05-23•37mins
#6

Will a bidding war begin on this copper junior?

Xanadu finally received a cash bid, but it came from anunexpected bidder. We’re hooked and naturally, we explore the likelihood of a bidding war should Zijin feel the pressure to bid now.The most publicised sale process at the moment has to beRavenswood Gold. Amazingly, there’s only two bidders left. One of which is Regis, and we tell you why we don’t really think Regis will buy it.Plus, we kick off by sharing some feedback from the Money Miners we’ve received over the last two days.……………TIMESTAMPS (00:00) Introduction and Feedback from the Money Miners(04:01) Xanadu to spark a Bidding War?(16:12) Ravenswood Gold Mine Sale Dynamics……………Join 12k+ subscribers to the ⁠Director’s Special⁠: one daily email with all the news that matters in mining ……………PARTNERSThank you to the mining services businesses that make thiscontent possible: ⁠Mineral Mining Services⁠ – Your preferred mining contractor - 1300 546 117 ⁠Grounded - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: [email protected] ⁠Sandvik Ground Support⁠ – The only ground support you’ll ever need ⁠CRE Insurance – Insurance Brokers for the construction, resources and energy sectors | [email protected] +61 2 9493 6100 ⁠K-Drill – Safe, reliable, and productive surface RC drilling | Ryan O'Sullivan: [email protected] +61 427 783 190 ⁠KCA Site Services – Workforce and equipment solutions for mining and civil projects | [email protected] 1300 143 947 ⁠Black Diamond Drilling Services⁠ – Drilling consumables supplier for the mining industry [email protected] +61 450 944 489 ⁠Cross Boundary Energy – Independent power producer for the global mining industry | [email protected] +61 466 184 943 ……………FOLLOW & CONNECT• YouTube: ⁠@MoneyofMine⁠ • Twitter / X: ⁠@moneyofminepod⁠ • ⁠LinkedIn⁠ | ⁠Instagram⁠ | ⁠Facebook⁠ • Travis Ricciardo: ⁠@TRAVmoneyofmine⁠⁠ • Jonas Dorling: ⁠@JDmoneyofmine⁠⁠ • Email us Word on the Decline: [email protected] ……………JOIN TH...

2025-05-20•31mins
#7

Market Intel from a Commodity Trader & China Analyst

Commodity trader Bentley Attebery and China macro analyst Rogan Quinn join us for a unique conversation. The pair delve into the current dynamics of commodity markets, particularly focusing on China's economic activities and their impacts on metals, property, and renewable markets. They explore China's cyclical stabilisation, the state of the real estate market, US tariffs' effects on global trade, as well as niche metals and newer commodities.This interview was recorded on 13 May 2025.Timestamps (00:00) Introduction (01:54) China's Economic Landscape (04:39) Real Estate Market Insights (11:31) Steel and Iron Ore Market Analysis (16:22) West African Mining Developments (29:40) Electrification and Renewable Energy in China (41:16) Market Dynamics and Lithium Prices (41:44) Battery Energy Storage in North America (43:17) China's Shift in Battery Chemistry (44:14) Challenges in Lithium Trading (47:28) Sodium vs. Lithium Batteries (51:51) Direct Lithium Extraction (DLE) (53:27) Lithium Sulfate Monohydrate (55:33) Tantalum and Niobium Markets (01:01:24) Tin Market and Supply Disruptions (01:08:38) Copper Market and Tariff Impacts (01:17:46) Global Trade and Economic Implications Join 12k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining PartnersThank you to the mining services businesses that make this content possible: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: [email protected] Sandvik Ground Support – The only ground support you’ll ever need CRE Insurance – Insurance Brokers for the construction, resources and energy sectors | [email protected] +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling | Ryan O'Sullivan: [email protected] +61 427 783 190 KCA Site Services – Workforce and equipment solutions for mining and civil projects | [email protected]...

2025-05-18•1hr 26mins
#8

Never Compromise on Stock Quality (Dave Franklyn)

In today’s episode, we invited on Dave Franklyn of Argonaut Funds Management.We thoroughly enjoyed this conversation, which traversed many topics, including how to make sense of the macro environment, why Dave never compromises on stock quality, how he positions in times of uncertainty, the lessons he’s learnt along his investment journey and his thoughts on a host of individual stocks. We hope you enjoy the chat. Chapters:(0:00:00) Introduction(0:00:44) Dave Franklyn back on MoM(0:01:25) The Trade War(0:03:32) China's catch-22(0:05:15) Australia precarious position(0:08:00) Why gold(0:09:34) Are tariff's paused… or gone(0:11:20) Safety in cash(0:16:10) Don't compromise on quality(0:21:18) Jurisdictional risk(0:24:35) Why NexGen(0:26:43) Canada moving in a better direction?(0:28:30) Greatland - Still cheap?(0:33:20) What's going to happen to Bellevue(0:36:20) The sweet spot for MAC(0:38:25) Develop Mining Services(0:40:01) Lessons on the Lassonde Curve(0:45:05) Why no Sandfire?(0:49:15) Value in rare earths(0:51:26) Biggest mistake (0:52:26) Best callSign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members enter code MOMNM at checkout for $160 off your registration. Brisbane, 20 - 22 May, 2025 Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - [email protected] Sandvik Ground Support – The only ground support you’ll ever need CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors [email protected] - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling [email protected] - +61 416 015 876 KCA Site Services - Recruitment services,...

2025-05-16•54mins

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#9

Lots of confusion with Liontown... and with Money of Mine

It’s been a big week at Money of Mine, so we start today’s show with an open yarn about it.To get back into the swing and talk about what we’re fascinated by, we dove in a big story.Why Liontown has run so hard and what the futures holds for them.And we decided to include an open discussion we had after ripping the episode.Sign-up for the Director’s SpecialChapters:(00:00) Changes at Money of Mine(09:24) What health is Liontown in(15:13) The balance sheet.(25:50) Why has LTR run so hard?(33:12) Post-episode open conversation Please read our Privacy Policy and Disclaimer here Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members enter code MOMNM at checkout for $160 off your registration. Brisbane, 20 - 22 May, 2025 Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia-wide Paul Natoli - [email protected] Sandvik Ground Support – The only ground support you’ll ever need CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors [email protected] - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling [email protected] - +61 416 015 876 KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance [email protected] – 1300 143 947 Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries [email protected] - +61 450 944 489 Cross Boundary Energy – Independent Power Producer for the global mining industry [email protected] - +61 466 184 943 Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Inst...

2025-05-15•50mins
#10

Navigating Market Chaos with Resource Investor Will Thomson

Will Thomson of Massif Capital has a unique way of thinking about opportunities so we were thrilled to cover topics including tin and the DRC, copper and Zambia, USA’s growing understanding of mineral importance, gold miners in the Americas and some fascinating thoughts on the investment business.Follow Will on Twitter @wmthomson22 Sign-up for the Director’s Special Chapters:(00:00:00) Introduction: Will Thompson(00:02:30) Macro View: Resources vs. Mag 7(00:08:00) Navigating Market Uncertainty(00:11:00) Alphamin & DRC (AFM.V)(00:21:00) Zambia's Copper Potential & Midnight Sun Play(00:28:00) Gold Strategy: Equinox & Scale Debate(00:35:00) Gold: G Mining & Guyana(00:38:00) Portfolio Construction(00:42:00) Idea Generation & The Multistrat Model Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - [email protected] Sandvik Ground Support – The only ground support you’ll ever need CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors [email protected] - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling [email protected] - +61 416 015 876 KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance [email protected] – 1300 143 947 Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries [email protected] - +61 450 944 489 Cross Boundary Energy – Independent Power Producer for the global mining industry [email protected] - +61 466 184 943 Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram

2025-05-09•1hr 5mins
#11

Fund Manager David Finch has message for Gold Miners

Fund manager, David Finch of Ixios Asset Management kindly joined us to explore the full spectrum of mining equites. We largely discuss the state of gold miners who will be flush with cash at current gold prices. The question on David’s mind: which ones will allocate that cash best?Plus we explore the more ‘out of favour’ commodities on David’s mind. Sign-up for the Director’s Special Chapters:(0:00) Preview(0:17) David Finch joins, state of gold miners today(5:50) Exemplary Capital Management (AEM)(8:10) Growth M&A vs. Per-Share Value(13:35) China's Strategic Gold Accumulation(16:00) Portfolio Strategy: Quality vs. Leverage(20:00) Australia vs. Canada(29:40) Transition Metals: Copper Outlook(48:30) Contrarian Views & Copper Stock Value -- Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members enter code MOMNM at checkout for $160 off your registration. Brisbane, 20 - 22 May, 2025 Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - [email protected] Sandvik Ground Support – The only ground support you’ll ever need CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors [email protected] - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling [email protected] - +61 416 015 876 KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance [email protected] – 1300 143 947 Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries [email protected] - +61 450 944 489 Cross Boundary Energy – Independent Power Producer for the global mining industry tim.taylor@crossbound...

2025-05-07•1hr 10mins
#12

Mastering the Lassonde Curve’s Valley of Despair (Rick Squire)

Today’s show is a fantastic chat with fund manager Rick Squire.We covered a heap of ground, from the possibility of a rare earths rebound, to where there’s value in the gold sector, as well as prioritising companies of scale, potential natural resources M&A and who’ll benefit from a lithium run up. Enjoy the yarn!Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members enter code MOMNM at checkout for $160 off your registration. Brisbane, 20 - 22 May, 2025 Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - [email protected] Sandvik Ground Support – The only ground support you’ll ever need Insurance – Insurance Brokers for the Construction, Resources and Energy [email protected] - +61 2 9493 6100K-Drill – Safe, reliable, and productive surface RC [email protected] - +61 416 015 876WA Water Bores – WA’s premier water well drilling [email protected] - +61 429 695 538Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and [email protected] - +61 8 9373 1140KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown [email protected] – 1300 143 947Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining [email protected] - +61 450 944 489Cross Boundary Energy – Independent Power Producer for the global mining [email protected] - +61 466 184 943 Money of Mine on YouTube, Twitter, LinkedIn(0:00:00)Intro(0:01:53)Rare Earths(0:07:23)Petr...

2025-05-05•1hr 7mins
#13

The 5 most interesting mining deals this week

A quick wrap up for the week as we rapid fire run through the five most interesting deals of the week. Plus we can't let the late quarterly reporters get away without our signature Name and Shame segment. Sign-up for the Director’s Special daily email. Chapters:(0:00) Introduction(2:13) The top 5 deals of the week(11:16) Name and Shame ASX Late Reporters Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members enter code MOMNM at checkout for $160 off your registration. Brisbane, 20 - 22 May, 2025 Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - [email protected] Sandvik Ground Support – The only ground support you’ll ever need CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors [email protected] - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling [email protected] - +61 416 015 876 KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance [email protected] – 1300 143 947 Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries [email protected] - +61 450 944 489 Cross Boundary Energy – Independent Power Producer for the global mining industry [email protected] - +61 466 184 943 Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram

2025-05-02•18mins
#14

Taking the pulse on junior miners with John Forwood

In today’s show we had the pleasure of chatting with junior mining specialist John Forwood.John is a wealth of knowledge when it comes to the explorers, so we picked his brain on interesting commodities, where pockets of value are, what he think deserves more attention and how he think M&A has evolved in parts of the market.Sign-up for the Director’s SpecialPlease read our Privacy Policy and Disclaimer hereDiscounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.Non-members enter code MOMNM at checkout for $160 off your registration.Brisbane, 20 - 22 May, 2025Thank you to our Partners:Mineral Mining Services – Your preferred mining contractor - 1300 546 117Grounded - Infrastructure for remote mining and civil projects Australia widePaul Natoli - [email protected] Ground Support – The only ground support you’ll ever need Insurance – Insurance Brokers for the Construction, Resources and Energy sectors [email protected] - +61 2 9493 6100K-Drill – Safe, reliable, and productive surface RC [email protected] - +61 416 015 876WA Water Bores – WA’s premier water well drilling [email protected] - +61 429 695 538Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and [email protected] - +61 8 9373 1140KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown [email protected] – 1300 143 947Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining [email protected] - +61 450 944 489Cross Boundary Energy – Independent Power Producer for the global mining [email protected] - +61 466 184 943 Money of Mine on YouTube, Twitter(0:00:00)Introduction(0:01:38)Current volatility(0:05:...

2025-05-01•51mins
#15

Has MinRes Really Turned the Corner?

We’re in the thick of quarterlies now, so we plucked out 2 of the most fascinating stories to chat about.First up we dived into MinRes, who saw their stock rocket 15%+ on the back of their release.And for our second story, we peeled back the layers at Emerald Resources, looking at the opportunities that lie ahead for the miner with 2 growth projects.Sign-up for the Director’s Special Chapters:(0:00:00)Introduction(0:02:22)MinRes ease fears, for now(0:31:35)Why the bad quarter at EmeraldPlease read our Privacy Policy and Disclaimer here Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members enter code MOMNM at checkout for $160 off your registration. Brisbane, 20 - 22 May, 2025 Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - [email protected] Sandvik Ground Support – The only ground support you’ll ever need CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors [email protected] - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling [email protected] - +61 416 015 876 WA Water Bores – WA’s premier water well drilling company [email protected] - +61 429 695 538 Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy [email protected] - +61 8 9373 1140 KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance [email protected] – 1300 143 947 Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries [email protected] - +61 450 944 489 Cross Boundary Energy – Independent Power Producer for the gl...

2025-04-29•49mins
#16

Datt Capital get vocal over Koonenberry incentives

We start the week with a bit of shareholder activism, as Datt Capital launched a 249D to make some board changes at gold exploration bolter Koonenberry.Our second story for the day is a gold Merger of Equals, with Alkane and Canadian listed Mandalay Resources tying the knot, to create a $1B gold producer.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members enter code MOMNM at checkout for $160 off your registration. Brisbane, 20 - 22 May, 2025 Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - [email protected] Sandvik Ground Support – The only ground support you’ll ever need CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors [email protected] - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling [email protected] - +61 416 015 876 WA Water Bores – WA’s premier water well drilling company [email protected] - +61 429 695 538 Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy [email protected] - +61 8 9373 1140 KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance [email protected] – 1300 143 947 Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries [email protected] - +61 450 944 489 Cross Boundary Energy – Independent Power Producer for the global mining industry [email protected] - +61 466 184 943 Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request a...

2025-04-28•41mins
#17

Unpacking the Ramifications of the Gold Pain Trade with Sam Berridge

Given all that’s transpired in markets lately, we felt overdue a discussion Perennial Value Management’s Sam Berridge.As always, Sam shared his thorough and nuanced perspectives on a range of topics, starting with the macro environment and the implications for gold, the disparity between bullion and equities, learnings on management incentives, hedging risk in a volatile market and what other commodities are appealing to him, amongst many more subjects.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members enter code MOMNM at checkout for $160 off your registration. Brisbane, 20 - 22 May, 2025 Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - [email protected] Sandvik Ground Support – The only ground support you’ll ever need CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors [email protected] - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling [email protected] - +61 416 015 876 WA Water Bores – WA’s premier water well drilling company [email protected] - +61 429 695 538 Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy [email protected] - +61 8 9373 1140 KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance [email protected] – 1300 143 947 Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries [email protected] - +61 450 944 489 Cross Boundary Energy – Independent Power Producer for the g...

2025-04-25•1hr 14mins
#18

Why this ‘Big Short’ billionaire bought a gold mine

Why this ‘Big Short’ billionaire bought a gold mine? Also, are Liontown slowly making it work? Along with Paladin’s rebound on quarterly pounds and Albanese’s announcement of a strategic minerals reserve. Sign-up for the Director’s SpecialPlease read our Privacy Policy and Disclaimer hereDiscounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.Non-members enter code MOMNM at checkout for $160 off your registration.Brisbane, 20 - 22 May, 2025Thank you to our Partners:Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - [email protected] Sandvik Ground Support – The only ground support you’ll ever need CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors [email protected] - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling [email protected] - +61 416 015 876 WA Water Bores – WA’s premier water well drilling company [email protected] - +61 429 695 538 Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy [email protected] - +61 8 9373 1140 KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance [email protected] – 1300 143 947 Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries [email protected] - +61 450 944 489 Cross Boundary Energy – Independent Power Producer for the global mining industry [email protected] - +61 466 184 943 Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Intro(0:0...

2025-04-24•57mins
#19

Who’ll benefit most from gold mania?

With gold rocketing, we start the show by running through interesting undeveloped Aussie gold projects flying under the radar. Next we move to MP Materials, which has been caught in the cross hairs of the trade war, followed by an ‘around the grounds’ chat of all the big news from the past couple days, including, Bellevue, WA1, Gorilla Gold, CZR, Strickland, Santana, Deep Yellow & De Grey. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members enter code MOMNM at checkout for $160 off your registration. Brisbane, 20 - 22 May, 2025 Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia widePaul Natoli - [email protected] Ground Support – The only ground support you’ll ever need Insurance – Insurance Brokers for the Construction, Resources and Energy sectors [email protected] - +61 2 9493 6100K-Drill – Safe, reliable, and productive surface RC [email protected] - +61 416 015 876WA Water Bores – WA’s premier water well drilling [email protected] - +61 429 695 538Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and [email protected] - +61 8 9373 1140KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance [email protected] – 1300 143 947 Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries [email protected] - +61 450 944 489 Cross Boundary Energy – Independent Power Producer for the global mining industry [email protected] - +61 466 184 943 Buy Mone...

2025-04-22•46mins
#20

Some precious metals booming, some in the doldrums (Sam Broom from Sprott)

Sam Broom, Investment Executive at Sprott, returns after his XMAS 2024 cameo. Sam loves looking at which sectors have been punished for a long time, anticipating when they are going to re-emerge. We talked precious metals (gold booming vs platinum struggling), Vanadium, Royalties and Mining in America. Sign-up for the Director’s SpecialPlease read our Privacy Policy and Disclaimer hereDiscounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members enter code MOMNM at checkout for $160 off your registration. Brisbane, 20 - 22 May, 2025 Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - [email protected] Sandvik Ground Support – The only ground support you’ll ever need CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors [email protected] - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling [email protected] - +61 416 015 876 WA Water Bores – WA’s premier water well drilling [email protected] - +61 429 695 538Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and [email protected] - +61 8 9373 1140KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown [email protected] – 1300 143 947Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining [email protected] - +61 450 944 489Cross Boundary Energy – Independent Power Producer for the global mining industry [email protected] - +61 466 184 943 Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the...

2025-04-21•44mins
#21

An unfiltered conversation with Mr Lithium

It had been far too long, so for this special episode, we invited back Joe “Mr Lithium” Lowry. We discussed Joe’s fantastic recent write-up on the evolution and geopolitical strategy at play in the lithium sector, what the West can do going forward, the winners from recent M&A, the lithium markets sentiment, and finally, in a turning of the tables, Joe fires a few questions at us.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100. Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode) Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members enter code MOMNM at checkout for $160 off your registration. Brisbane, 20 - 22 May, 2025 Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - [email protected] Sandvik Ground Support – The only ground support you’ll ever need CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors [email protected] - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling [email protected] - +61 416 015 876 WA Water Bores – WA’s premier water well drilling company [email protected] - +61 429 695 538 Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy [email protected] - +61 8 9373 1140 KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance [email protected] – 1300 143 947 Black Diamond Drilling Services – Drilling consumables supplier for the open ...

2025-04-18•1hr 7mins
#22

The different styles of resource investing

We’re in quarterly season now, with the cash building Genesis grabbing our attention first up. Next, we ventured east to chat about the rise and rise of Aurelia, as their Federation mine comes to the fore. Lastly, we look at a concerning but consistent trend gaining steam in West Africa, and how Gold Fields has been caught up in amongst it.Sign-up for the Director’s SpecialPlease read our Privacy Policy and Disclaimer hereDiscounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Brisbane, 20 - 22 May, 2025Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.Non-members enter code MOMNM at checkout for $160 off your registration.Thank you to our Partners:Mineral Mining Services – Your preferred mining contractor - 1300 546 117Grounded - Infrastructure for remote mining and civil projects Australia widePaul Natoli - [email protected] Sandvik Ground Support – The only ground support you’ll ever need Insurance – Insurance Brokers for the Construction, Resources and Energy [email protected] - +61 2 9493 6100K-Drill – Safe, reliable, and productive surface RC [email protected] - +61 416 015 876WA Water Bores – WA’s premier water well drilling [email protected] - +61 429 695 538Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and [email protected] - +61 8 9373 1140KCA Site Services - One stop shop for equipment & [email protected] – 1300 143 947Black Diamond Drilling Services – Go-to drilling consumables [email protected] - +61 450 944 489Cross Boundary Energy – Independent Power Producer for the global mining [email protected] - +61 466 184 943(0:00:00)Intro(0:01:36)Genesis watch the cash build(0:11:58)Things to watch in resource investing(0:16:41)Aurelia nailing the turnaround - so far(0:25:15)A very concerning trend in gold mining

2025-04-17•39mins
#23

Can Greatland pull off the great comeback?

Copper hopeful Prospect Resources has tied up a strategic investment from neighbour First Quantum at a premium, seeing their stock jump. Greatland Gold saw a solid result, and we dive into how rare earths are taking centre stage in the global trade war.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer hereDiscounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members enter code MOMNM at checkout for $160 off your registration. Brisbane, 20 - 22 May, 2025 Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - [email protected] Sandvik Ground Support – The only ground support you’ll ever need CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors [email protected] - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling [email protected] - +61 416 015 876 WA Water Bores – WA’s premier water well drilling company [email protected] - +61 429 695 538 Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy [email protected] - +61 8 9373 1140 KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance [email protected] – 1300 143 947 Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries [email protected] - +61 450 944 489 Cross Boundary Energy – Independent Power Producer for the global mining industry [email protected] - +61 466 184 943 (0:00:00)First Quantum put their foot on Prospect(0:12:47)Greatland start building cash(0:26:15)Who'll benefit from a rare earth battle?

2025-04-15•41mins

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#24

Is this the final reset for Bellevue?

There’s only one story to chat about today… Bellevue.We go into the ins & outs of the new mine plan, the capital raise, the prospects of a takeover and a whole heap more.Sign-up for the Director’s SpecialPlease read our Privacy Policy and Disclaimer hereDiscounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members enter code MOMNM at checkout for $160 off your registration. Brisbane, 20 - 22 May, 2025 Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor - 1300 546 117Grounded - Infrastructure for remote mining and civil projects Australia widePaul Natoli - [email protected] Ground Support – The only ground support you’ll ever need Insurance – Insurance Brokers for the Construction, Resources and Energy [email protected] - +61 2 9493 6100K-Drill – Safe, reliable, and productive surface RC [email protected] - +61 416 015 876WA Water Bores – WA’s premier water well drilling [email protected] - +61 429 695 538Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy [email protected] - +61 8 9373 1140KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown [email protected] – 1300 143 947Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining [email protected] - +61 450 944 489Cross Boundary Energy – Independent Power Producer for the global mining [email protected] - +61 466 184 943 (0:00:00) Bellevue news revealed(0:07:37) Capital raise(0:11:27) New mine plan(0:15:04) Back of the envelope cash flow(0:21:49) Hedge book(0:27:41 )Under strategic review

2025-04-14•53mins
#25

Focusing on fundamentals amid volatility (Matt Fist of Firetrail)

Matthew Fist, Portfolio Manager of the Firetrail Small Cap fund, breaks down how he’s making sense of markets, his preference to focus on bottom-up fundamentals in times of macro volatility, and how he’s positioning the fund across commodities, including detailed thoughts on a host of gold, copper, lithium and uranium miners. Sign-up for the Director’s SpecialChapters:(0:00) Introduction(3:01) How to feel about markets right now(11:58) Impact of a trade war?(15:45) Lithium reflections from China visit(19:23) Lithium exposure interest(22:58) GOLD bullishness(24:20) Genesis (GMD)(30:46) Greatland Gold (GGP)(34:54) PRU, WAF(36:23) Management and Balance sheet(40:27) Bellevue (BGL) and Spartan (SPR)(45:00) Gorilla Gold (GG8)(46:19) AIC Mines (A1M) and Sandfire (SFR)(49:23) Aurelia (AMI)(50:54) Cobar consolidation? (PEX)(52:24) Nexgen (NXG)(56:16) Boss (BOE) and Paladin (PDN)(59:12) Met coal and Whitehaven (WHC) Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Brisbane, 20 - 22 May, 2025Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members code MOMNM for $160 off your registration. Our PartnersBlack Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries [email protected] - +61 450 944 489 Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy [email protected] - +61 8 9373 1140Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia-wide Paul Natoli - [email protected] Sandvik Ground Support – The only ground support you’ll ever need CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors [email protected] - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling [email protected] - +61 416 015 876 WA W...

2025-04-11•1hr 3mins
#26

Tin to the Moon: Paused – For now

As global markets rocketed, tin got smashed on the back of the news that Alphamin would be making a staged restart of the Bisie mine.We then delved into the latest in the Gold Road – Gold Fields saga, with the target seemingly playing its part in the “takeover dance.”Finally, Minerals 260 has completed its acquisition of Bullabulling and received a $220m raise to boot. Chapters:(0:00) Introduction(2:21) Alphamin is Back, Tin Down(17:04) Gold Road x Gold Fields Drama(37:04) MI6 trades with Bullabulling Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members enter code MOMNM at checkout for $160 off your registration. Brisbane, 20 - 22 May, 2025 Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - [email protected] Sandvik Ground Support – The only ground support you’ll ever need CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors [email protected] - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling [email protected] - +61 416 015 876 WA Water Bores – WA’s premier water well drilling company [email protected] - +61 429 695 538 Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy [email protected] - +61 8 9373 1140 KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance [email protected] – 1300 143 947 Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries [email protected] - +61 450 944 489 Cross Boun...

2025-04-10•39mins
#27

The Future of Mining with Alan Broome

Today’s show is a great discussion with the vastly experienced Alan Broome.We looked at what the mines of the future will look like, where the low hanging fruit is in respect to innovation, how Australia can stay ahead of the curve, what it means for those working in the industry and a whole bunch more.This episode was made in partnership with Austmine's GRX Conference.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members enter code MOMNM at checkout for $160 off your registration. Brisbane, 20 - 22 May, 2025 Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - [email protected] Sandvik Ground Support – The only ground support you’ll ever need CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors [email protected] - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company [email protected] - +61 429 695 538Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy [email protected] - +61 8 9373 1140 KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown [email protected] – 1300 143 947 K-Drill – Safe, reliable, and productive surface RC drilling [email protected] - +61 416 015 876 Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries [email protected] - +61 450 944 489 Cross Boundary Energy – Independent Power Producer for the global mining industry [email protected] - +61 466 184 943 Money of Mine on Y...

2025-04-09•53mins
#28

Taking stock of the lithium sector with whiz kid Daniel Rau

There are lots of unknowns in the ever-evolving lithium market: think supply, demand, geopolitics, technology and battery chemistry. Today, emerging young gun Daniel Rau joins us to discuss this. We explore the current market structure challenges, cost curve steepness, DLE technology, geopolitical forces and much more.You can read more of Daniel’s insights on his Twitter account: Sign-up for the Director’s Special Chapters:(00:00) Introduction(02:54) Supply and Demand Now(06:17) BESS Growth(24:36) Long-Term Supply and Demand(36:30) Chinese Influence on Lithium Market(42:30) Challenges for Western Lithium Companies(45:53) Unsettled Battery Technologies(52:07) Direct Lithium Extraction (DLE)(57:46) East vs. West: DLE(01:09:06) Challenges in the Supply ChainPlease read our Privacy Policy and Disclaimer here Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members enter code MOMNM at checkout for $160 off your registration. Brisbane, 20 - 22 May, 2025 Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - [email protected] Sandvik Ground Support – The only ground support you’ll ever need CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors [email protected] - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company [email protected] - +61 429 695 538 Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy [email protected] - +61 8 9373 1140 KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance [email protected] – 1300 143 947K-Drill – Safe, reliable, and productive su...

2025-04-08•1hr 22mins
#29

The miners most exposed to a meltdown…

Markets started Monday in freefall, so we talked about the implications for Aussie and global miners.We then delved into Rio Tinto’s activist battle with Palliser Capital and touched on uranium market dynamics too. Sign-up for the Director’s Special Chapters:(0:00:00) Introduction(0:01:11) Market Meltdown(0:05:46) Rare Earths interesting?(0:14:36) 14 Miners Most Vulnerable(0:25:00) Rio Tinto vs Palliser(0:39:53) Contrarians enter U stocksPlease read our Privacy Policy and Disclaimer here Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members enter code MOMNM at checkout for $160 off your registration. Brisbane, 20 - 22 May, 2025 Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - [email protected] Sandvik Ground Support – The only ground support you’ll ever need CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors [email protected] - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling [email protected] - +61 416 015 876 WA Water Bores – WA’s premier water well drilling company [email protected] - +61 429 695 538 Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy [email protected] - +61 8 9373 1140 KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance [email protected] – 1300 143 947 Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries [email protected] - +61 450 944 489 Cross Boundary Energy – Independent Power Producer for the global mining industry [email protected]...

2025-04-07•53mins
#30

We ask Hedley Widdup about every gold mining junior

The gold price is flying, can you believe it’s soared beyond A$5,000 per ounce? We ask Hedley Widdup of Lion Selection Group about every single gold junior we can think of. We don’t think we even talk about a single producer in this episode, we’ve gone down the Lassonde curve discussing the projects that very well might find have their moment in this gold environment.Sign-up for the Director’s SpecialPlease read our Privacy Policy and Disclaimer hereDiscounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.Non-members enter code MOMNM at checkout for $160 off your registration. Brisbane, 20 - 22 May, 2025Podcast Partners:Mineral Mining Services – Your preferred mining contractor - 1300 546 117Grounded - Infrastructure for remote mining and civil projects Australia widePaul Natoli - [email protected] Ground Support – The only ground support you’ll ever need Insurance – Insurance Brokers for the Construction, Resources and Energy [email protected] - +61 2 9493 6100WA Water Bores – WA’s premier water well drilling [email protected] - +61 429 695 538Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and [email protected] - +61 8 9373 1140KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown [email protected] – 1300 143 947K-Drill – Safe, reliable, and productive surface RC [email protected] - +61 416 015 876 Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries support...

2025-04-04•1hr 35mins
#31

Is a Bid 3x Your Share Price Irrefusable?

First up today is the punchy bid that Huayou & Renault chucked up for Galan’s assets, leading it to jump 45%.Then, we discuss possibilities in anticipation of Bellevue’s release, we look at Ramelius’ pre-reported quarterly as well as the quarterly from Polymetals and an update from Metro Mining.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100. Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode) Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members enter code MOMNM at checkout for $160 off your registration. Brisbane, 20 - 22 May, 2025 Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - [email protected] Sandvik Ground Support – The only ground support you’ll ever need CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors [email protected] - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling [email protected] - +61 416 015 876 WA Water Bores – WA’s premier water well drilling company [email protected] - +61 429 695 538 Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy [email protected] - +61 8 9373 1140 KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance [email protected] – 1300 143 947 Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries [email protected] - +61 450 944 489 Cross Bo...

2025-04-03•50mins
#32

The Mining Giant That Has Outperformed Every Major

We go big today, with a chat about 2 of the biggest and best performing companies in the natural resource world. Zijin Mining + Franco Nevada. We peel into why they’ve outperformed and try to extract what can be replicated.To round up today, we look at the WA exploration scene and chat about Caprice, who’ve seen their stock plummet 30% today. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100. Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode) Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members enter code MOMNM at checkout for $160 off your registration. Brisbane, 20 - 22 May, 2025 Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - [email protected] Sandvik Ground Support – The only ground support you’ll ever need Insurance – Insurance Brokers for the Construction, Resources and Energy [email protected] - +61 2 9493 6100WA Water Bores – WA’s premier water well drilling [email protected] - +61 429 695 538Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and [email protected] - +61 8 9373 1140KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown [email protected] – 1300 143 947Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining [email protected] - +61 450 944 489Cross Boundary Energy – Independent Power Producer for the global mining...

2025-04-01•45mins
#33

Will M&A spark life into lithium?

We start the week by chatting about rumoured M&A in the West Australian lithium sector, with a group of Indian groups reportedly interested in buying a stake in SQM’s assets.Then we venture into the world of antimony by dissecting Larvotto’s surge to “fame”.To wrap up we dive into Adriatic’s announcements which saw it get whacked by the market.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100. Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode) Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members enter code MOMNM at checkout for $160 off your registration. Brisbane, 20 - 22 May, 2025 Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - [email protected] Sandvik Ground Support – The only ground support you’ll ever need CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors [email protected] - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling [email protected] - +61 416 015 876 WA Water Bores – WA’s premier water well drilling company [email protected] - +61 429 695 538 Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs. [email protected] - +61 8 6253 2310 Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy [email protected] - +61 8 9373 1140 Cross Boundary Energy – Independent Power Producer for the global mining industry [email protected] - +61 466 184 943 Buy Money of Mine MERCH Money of Mine on Yo...

2025-03-31•44mins
#34

Finding Value in a World of Excess with Vas Piperoglou

Today’s episode is a discussion with a Money of Mine favourite and a true value investor, Vas Piperoglou.The conversation ranged from the extended valuations in global markets, the implications of heightened Western inflation, the ongoing ramifications of the US’ seizure of Russia assets, the opportunity in gold stocks, the consequences of Australia’s energy policies and much more.We hope you enjoy this one as much as we did.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode) Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - [email protected] Sandvik Ground Support – The only ground support you’ll ever need CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors [email protected] - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling [email protected] - +61 416 015 876 WA Water Bores – WA’s premier water well drilling company [email protected] - +61 429 695 538 Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs. [email protected] - +61 8 6253 2310 Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy [email protected] - +61 8 9373 1140 Cross Boundary Energy – Independent Power Producer for the global mining industry [email protected] - +61 466 184 943 Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:02:18)Temperature of broarder market(0:17:41)Australian opportunities(0:23:25)Interest rate predictions(0:26:38)US defecit(0:33:55)Gold bull market(0:39:14)When wil the top ...

2025-03-28•1hr 10mins
#35

What the hell is going on with Bellevue?

It’s a gold day today.From M&A to production woes, we covered it all in the show, picking apart the intricacies of Gold Fields approach for its JV partner Gold Road, as well as were the suspected production downgrade will leave Bellevue. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100. Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode) Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members enter code MOMNM at checkout for $160 off your registration. Brisbane, 20 - 22 May, 2025 Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - [email protected] Sandvik Ground Support – The only ground support you’ll ever need CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors [email protected] - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling [email protected] - +61 416 015 876 WA Water Bores – WA’s premier water well drilling company [email protected] - +61 429 695 538 Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs. [email protected] - +61 8 6253 2310 Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy [email protected] - +61 8 9373 1140 Cross Boundary Energy – Independent Power Producer for the global mining industry [email protected] - +61 466 184 943 Buy Money of Mine MERCH Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:01:29)Setting the Gold Fields-Gold Road scene(0:...

2025-03-27•59mins
#36

The 5 Most Destructive Deals in Mining History

Today’s show is a bit different. We thought we’d give ourselves a history lesson and explore the costliest M&A mistakes in our industry.Our aim was to understand what went wrong, why things went south and what mining companies and investors alike can learn so that we allocate capital better going forward.Sign-up for the Director’s SpecialPlease read our Privacy Policy and Disclaimer hereDiscounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.Non-members enter code MOMNM at checkout for $160 off your registration. Brisbane, 20 - 22 May, 2025Thank you to our Partners:Mineral Mining Services – Your preferred mining contractor - 1300 546 117Grounded - Infrastructure for remote mining and civil projects Australia widePaul Natoli - [email protected] Ground Support – The only ground support you’ll ever need Insurance – Insurance Brokers for the Construction, Resources and Energy [email protected] - +61 2 9493 6100K-Drill – Safe, reliable, and productive surface RC [email protected] - +61 416 015 876WA Water Bores – WA’s premier water well drilling company [email protected] - +61 429 695 538 Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs. [email protected] - +61 8 6253 2310 Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy [email protected] - +61 8 9373 1140 Cross Boundary Energy – Independent Power Producer for the global mining industry [email protected] - +61 466 184 943 Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Intro(0:01:53)What's the criteria?(0:...

2025-03-25•1hr 24mins
#37

Rio vs Fenix for Creasy’s Project (The Battle for Robe Mesa)

Shortly before we pressed record, Gold Fields came out swinging with a hostile offer for Gold Road… Needless to say that got us chatting.We then touched on Bellevue’s down day before moving on to The Battle for Robe Mesa, as parties from Rio Tinto to Fenix trip over for the iron ore project in a fascinating fight.Lastly, a non-core sale at Cyprium grabbed our attention and took us down an intriguing path.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100. Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode) Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members enter code MOMNM at checkout for $160 off your registration. Brisbane, 20 - 22 May, 2025Thank you to our Partners:Mineral Mining Services – Your preferred mining contractor - 1300 546 117Grounded - Infrastructure for remote mining and civil projects Australia widePaul Natoli - [email protected] Ground Support – The only ground support you’ll ever need Insurance – Insurance Brokers for the Construction, Resources and Energy [email protected] - +61 2 9493 6100K-Drill – Safe, reliable, and productive surface RC [email protected] - +61 416 015 876 WA Water Bores – WA’s premier water well drilling [email protected] - +61 429 695 538 Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs. [email protected] - +61 8 6253 2310Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and [email protected] - +61 8 9373 1140Cross Boundary Energy – Independent Power Producer for the global mining [email protected] - +61 466 184 94...

2025-03-24•34mins
#38

Massive Disruption Coming to the Mining & Investment World (Rusty and Brice)

Today’s episode is a unique conversation with special guests Russell “Rusty” Delroy of Nero Resource Fund & Brice Gower of Augment Technologies.We explore completely new terrain, exploring how the technological megatrends on foot today (think AI and robotics) could totally upend the mining industry as we know it. And we explore the investment themes that come from that big-picture view. This episode goes deep and we explore some lateral concepts – but trust us, it’s worth it.AI is the defining technology of our era, and its implications are not limited to the digital world.Our discussion traverses how nimble governments need to be in this age, how disruption will vary across mineral assets, what consumerism looks like in a cheap metal world and who’ll be first to take advantage of this paradigm shift.Intro Music: Here Come the Robots by Stoned Jesus Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode) Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - [email protected] Sandvik Ground Support – The only ground support you’ll ever need CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors [email protected] - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling [email protected] - +61 416 015 876 WA Water Bores – WA’s premier water well drilling company [email protected] - +61 429 695 538 Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs. [email protected] - +61 8 6253 2310 Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovat...

2025-03-21•1hr 25mins
#39

Decoding Kazatomprom’s results & the uranium reaction

Plenty to riff on today, starting with the Kazatomprom’s full year numbers then moving to Capricorn’s decision to close out its hedgebook.That led us to a broader chat on gold industry hedges as well as a focus on Bellevue and their ramp up pressure.We rounded off with a chat MinRes’ woes, Catalyst selling Henty & potential M&A.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100. Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode) Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members enter code MOMNM at checkout for $160 off your registration. Brisbane, 20 - 22 May, 2025 Tickets to Resource Rising Stars Gather Round Adelaide Convention Centre, 9-11 April, 2025 Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - [email protected] Sandvik Ground Support – The only ground support you’ll ever need CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors [email protected] - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC [email protected] - +61 416 015 876WA Water Bores – WA’s premier water well drilling [email protected] - +61 429 695 538 Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs. [email protected] - +61 8 6253 2310Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and [email protected] - +61 8 9373 1140Cross Boundary Energy – Independent Power Producer for the global mining industrytim.taylor@crossbounda...

2025-03-20•52mins
#40

Discussing deep value commodities with Trader Ferg

Today’s show is a discussion with the king of deep value, Trader Ferg.We look at where the various markets he tracks are at in their cycles, which metals are screaming out to him and how he plays them, and how misunderstood China is, amongst many topics. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100. Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode) Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members enter code MOMNM at checkout for $160 off your registration. Brisbane, 20 - 22 May, 2025 Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - [email protected] Sandvik Ground Support – The only ground support you’ll ever need CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors [email protected] - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling [email protected] - +61 416 015 876WA Water Bores – WA’s premier water well drilling [email protected] - +61 429 695 538Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs. [email protected] - +61 8 6253 2310Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and [email protected] - +61 8 9373 1140Cross Boundary Energy – Independent Power Producer for the global mining industry [email protected] - +61 466 184 943 Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:01:53)Moats and Cannibals(0:08:14)Highly inflationary decade(...

2025-03-18•1hr 10mins
#41

Will Ramelius have competition for Spartan?

It’s finally happened – Ramelius and Spartan are tying the knot!We dive deep into this long-awaited deal, giving our take on the structure, valuation, synergies and more.To round off, we look at how this price tag reflects the other potential acquisition targets in the WA gold space.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode) Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - [email protected] Sandvik Ground Support – The only ground support you’ll ever need CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors [email protected] - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling [email protected] - +61 416 015 876 WA Water Bores – WA’s premier water well drilling company [email protected] - +61 429 695 538 Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs. [email protected] - +61 8 6253 2310 Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy [email protected] - +61 8 9373 1140 Cross Boundary Energy – Independent Power Producer for the global mining industry [email protected] - +61 466 184 943 Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:00:00)Spartan & Ramelius finally tie the knot(0:11:05)Why the funky structure?(0:19:45)How many ounces will Dalgaranga add(0:37:48)What's the read through on other goldies(0:50:55)JD's view on gold

2025-03-17•1hr 2mins
#42

Why the uranium shorts are wrong (Guy Keller interview)

It had been too long since we last spoke with Aussie funds management’s leading uranium bull, Guy Keller.He joined us on the show again to pick apart the enormous short-interest in uranium stocks, why EnCore was down 50% on last weeks news, how he’s thinking about portfolio management, the spot vs term debate, where incentive pricing now sits, what’s next for NexGen and plenty more.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode) Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - [email protected] Sandvik Ground Support – The only ground support you’ll ever need CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors [email protected] - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling [email protected] - +61 416 015 876 WA Water Bores – WA’s premier water well drilling company [email protected] - +61 429 695 538 Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs. [email protected] - +61 8 6253 2310 Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy [email protected] - +61 8 9373 1140 Cross Boundary Energy – Independent Power Producer for the global mining industry [email protected] - +61 466 184 943 Money of Mine on YouTube, Twitter(0:00:00)Introduction(0:02:30)The SHORTS(0:06:22)Deepseek reaction(0:08:05)The balance of shorts with hedging strategies(0:11:21)Spot price to Term price(0:13:00)SPUT trading tactics(0:17:45)BHP's role in spot market(0:19:12)Contracting structures currently(0:22:...

2025-03-14•1hr 2mins
#43

Have investors overblown Cobre Panama’s risk?

There was plenty for us to explore today, starting with Boss Energy’s dealing with Laramide.We then explored the potential for First Quantum to restart Cobre Panama, before moving south to Solgold on the news that Jiangxi now holds 12% of their stock.Lastly, we touch on the WA gold space following Ora Banda’s latest drill success. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode) Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - [email protected] Sandvik Ground Support – The only ground support you’ll ever need CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors [email protected] - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling [email protected] - +61 416 015 876 WA Water Bores – WA’s premier water well drilling company [email protected] - +61 429 695 538 Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs. [email protected] - +61 8 6253 2310 Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy [email protected] - +61 8 9373 1140 Cross Boundary Energy – Independent Power Producer for the global mining industry [email protected] - +61 466 184 943 Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:01:20)Boss creep up on Laramide(0:07:16)When will First Quantum restart Cobre Panama?(0:20:57)Will someone finally buy Solgold's Cascabel(0:34:18)What do...

2025-03-13•39mins
#44

Why these 2 miners led the bloodbath

We go to the Murchison first today, unpacking Ramelius’ updated mine plan for Mt Magnet, which the market didn’t take kindly to.Then we ventured to the DRC to discuss the wild move in the world of cobalt, as well as the potential listing of a cobalt holding vehicle, like SPUT in uranium.Lastly, we dove into concerning news regarding royalty rates in Indonesia, which lead to big sell downs in exposed companies like Nickel Industries.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode) Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - [email protected] Sandvik Ground Support – The only ground support you’ll ever need CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors [email protected] - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling [email protected] - +61 416 015 876 WA Water Bores – WA’s premier water well drilling company [email protected] - +61 429 695 538 Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs. [email protected] - +61 8 6253 2310 Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy [email protected] - +61 8 9373 1140 Cross Boundary Energy – Independent Power Producer for the global mining industry [email protected] - +61 466 184 943 Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:00:00)A bloodbath in markets(0:01:18)Why did the m...

2025-03-11•46mins
#45

Will a 93% takeover premium spur M&A drama?

First on the list today is a juicy takeover story. We start with a London-listed miner which just received a 93% take premium… which it rejected. We ended up unpacking most the mineral sands industry, looking to understand where the value is in this niche market. We then ventured into the world of visible gold announcements, running through a plethora of outrageous announcements from years gone by.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode) Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - [email protected] Sandvik Ground Support – The only ground support you’ll ever need CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors [email protected] - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling [email protected] - +61 416 015 876 WA Water Bores – WA’s premier water well drilling company [email protected] - +61 429 695 538 Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs. [email protected] - +61 8 6253 2310 Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy [email protected] - +61 8 9373 1140 Cross Boundary Energy – Independent Power Producer for the global mining industry [email protected] - +61 466 184 943 Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:01:49)Kenmare rejects 93% premium(0:13:53)Will Rio do mineral sands M&A?(0:26:02)Is S...

2025-03-10•49mins
#46

Finding 10-Baggers in Junior Mining Stocks (with Vukasin & CrimsonCarp)

We had the delight of chatting with two insightful junior mining analysts on how to find early-stage projects that are capable of generating shareholder value over time.Vukasin Pekovic posts regularly on Twitter (@VukasinPekovic) and CrimsonCarp writes a thoughtful Substack ( tapping into his years of geological experience.We dive into how their individual approaches differ, the key learnings over their years of experience as well as the counterintuitive tricks of the trade. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode) Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor [email protected] - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - [email protected] Sandvik Ground Support – The only ground support you’ll ever need CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors [email protected] - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling [email protected] - +61 416 015 876 Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists [email protected] - +61 400 722 059 Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs. [email protected] - +61 8 6253 2310 Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy [email protected] - +61 8 9373 1140 Cross Boundary Energy – Independent Power Producer for the global mining industry [email protected] - +61 466 184 943 Buy Money of Mine MERCH Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:03:55)Geological Alpha(0:08:54)Copper and Gold edge(0:13:...

2025-03-07•1hr 13mins
#47

The Quickest Way to Lose a Few Million Dollars

We kick things off today with a walk through how someone managed incinerate a few million dollars in a matter of moments at BHP. Next up we tackled the lithium giant SQM and delved into trying to decipher where we’re at in the lithium cycle.Lastly, we chatted about the common trending of switching out your lithium assets for gold while looking at TG6’s acquisition.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode) Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - [email protected] Sandvik Ground Support – The only ground support you’ll ever need CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors [email protected] - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling [email protected] - +61 416 015 876 WA Water Bores – WA’s premier water well drilling company [email protected] - +61 429 695 538 Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs. [email protected] - +61 8 6253 2310 Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy [email protected] - +61 8 9373 1140 Cross Boundary Energy – Independent Power Producer for the global mining industry [email protected] - +61 466 184 943 Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:02:01)Fat finger disaster at BHP(0:10:39)Are we near the bottom for lithium stocks?(0:31:17)TG6 swap out lithium for gold

2025-03-06•40mins
#48

Extracting value from overlooked mines (Vuslat Bayoglu Interview)

We had the opportunity to sit down Vuslat Bayoglu, a man who knows more then most about running an African mining business.Vuslat leads Menar, a private mining & investment company, that has bought assets from Rio in the past and understands the intricacies of operator in a tough market. He gave us the 101 on the much-maligned SA power situation, how he assess the pros & cons of operating in Africa as well as how to extract value from overlooked projects.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode) Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor [email protected] - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - [email protected] Sandvik Ground Support – The only ground support you’ll ever need CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors [email protected] - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling [email protected] - +61 416 015 876 WA Water Bores – WA’s premier water well drilling company [email protected] - +61 429 695 538 Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs. [email protected] - +61 8 6253 2310 Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy [email protected] - +61 8 9373 1140 Cross Boundary Energy – Independent Power Producer for the global mining industry [email protected] - +61 466 184 943 Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:02...

2025-03-05•47mins
#49

Has the market gone cold on miners?

We jumped straight into uranium talk with EnCore Energy getting punished, down 46% on a production miss and the news that its CEO would leave the company effective immediate. We then had a detailed conversation on the risk-off sentiment across markets, where China is heading in policy and stimulus, the continued intensity of its Belt & Road Initiative and how Australia fits into all of this. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode) Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - [email protected] Sandvik Ground Support – The only ground support you’ll ever need CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors [email protected] - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling [email protected] - +61 416 015 876 WA Water Bores – WA’s premier water well drilling company [email protected] - +61 429 695 538 Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs. [email protected] - +61 8 6253 2310 Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy [email protected] - +61 8 9373 1140 Cross Boundary Energy – Independent Power Producer for the global mining industry [email protected] - +61 466 184 943 Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:01:50)enCore Energy SMASHED(0:21:20)JD's Macro and China views as of TODAY(0:50:50)Will DOG...

2025-03-04•56mins
#50

The Future of Underground Load & Haul

Darren Kwok from Perenti/Barminco and Andrew Dawson from Sandvik joined the show to chat the future of underground load & haul. We had a yarn about: · Battery truck trial at Sunrise Dam· Diesel/Electric loaders and trucks hitting the market· Hybrid potentials for Load & HaulDiscounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor [email protected] - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - [email protected] Sandvik Ground Support – The only ground support you’ll ever need CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors [email protected] - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling [email protected] - +61 416 015 876 Saltbush Contracting - Bulk Haulage (Mine to mill) and earthmoving specialists [email protected] - +61 400 722 059 Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs. [email protected] - +61 8 6253 2310 Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy [email protected] - +61 8 9373 1140 Cross Boundary Energy – Independent Power Producer for the global mining industry [email protected] - +61 466 184 943 Buy Money of Mine MERCH Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:02:20)What is what?(0:07:23)Why go Diesel/Electric?(0:11:10)Technology behind individual wheel-ends(0:15:09)Keep the electrics water-proof(0:17:12)Full battery trial at Sunrise Dam(0:26:10)Will it be battery swap or battery charging?(0:29:35)Hybrid potential?(0:3...

2025-03-03•44mins

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