We had Roger Baxter come on the show to chat all things PGM’s. Plenty of ground was covered from the current supply-demand set up, what the state of South African operations are, how a rapid adoption of hybrid vehicles will impact and market what role recycling will play going forward. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. ...
May 07, 2024•1 hr
We have a treat for the tin barons – a two-in-one special all on tin! Mark Thompson and Hadley Natus joined us in to separate conversation to give the lay of the land on the tin bull thesis, how demand and supply and playing into current price movements, why there’s a distinct difference between metal and concentrate pricing, how Indonesia and Myanmar impact the market and heaps more. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes o...
May 06, 2024•1 hr 23 min
Our guest today is David Finch, CEO of Ixios Asset Management. David recently shared a much-publicised tweet on the rules that the junior mining industry should abide by to help lift the sector out of its malaise. The post naturally clicked for us and was worthy of expanding on in greater detail. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial prof...
May 03, 2024•45 min
It’s name & shame time! We call out those companies who were a bit too lax in there quarterly reporting. Then, a fascinating dive into manganese with Tony Gu of Datt Catipal, following the recent events at Groote Eylandt. We then chat about the bit for Lithium Energy’s Solaroz, Northern Star’s Jundee performance, news out of Austral and a check-in on Wesfarmers Covalent Lithium. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes onl...
May 02, 2024•52 min
We spoke about IGO’s numbers, Sandfire’s hiccup, Azure’s FIRB approval, activism at Karoon, Ravensthorpe shutting down, Tietto’s board changing their mind, MAC’s CSA opaque reporting, Cyprium trying to turn around Nifty and Aeris’ copper torque. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of...
Apr 30, 2024•48 min
We start with the latest BHP-Anglo, then check in on Liontown’s (LTR) update. It’s off to Sierra Leone next for the latest twists and turns in the Fumble in the Jungle (SRX), and onto Boss Energy’s (BOE) opaque management departures and lastly, Ardea (ARL) who pulled in a big cheque to run a DFS for their Kalgoorlie Nickel Project. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money ...
Apr 29, 2024•53 min
BHP eye off Anglo American. Wow. We also got round to chatting about Chalice’s (CHN) bizarre buying in Encounter (ENR) stock, Lynas’s (LYC) cost blowout at Kalgoorlie, Metals X’s (MLX) disappointing quarter of production and Equinox (EQX.nyse) scooping up the other 40%-stake in the big Greenstone mine. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financia...
Apr 26, 2024•50 min
On the show today we had Brian Laks, co-chief investment officer of Old West, an LA-based investor. Brian has gone deep into a number of the markets that we love chatting about, and we had a great time talking about uranium, tin, copper, gold, silver, the metals & mining sector broadly and a whole host of companies and projects that fall into these categories. Sign-up for the Director’s Special All Money of Mine episodes are for informational purposes only and may contain forward-looking sta...
Apr 24, 2024•1 hr 6 min
Here’s our interview with Geoff Wilson and Cooper Rogers of Wilson Asset Management, one of the biggest players in the Australian funds management world. JD sat down with the pair to hear how the LIC manager is seeing the current macro landscape, in particular in the US and China, to learn why Geoff has decided to dust off the old Twitter account, and to hear about WAM’s view on how activism will influence the Aussie funds management sector, what various commodities will do from here and a chat ...
Apr 23, 2024•1 hr 9 min
First up, the big one, South32 (S32) finally shared an update on Groote Eylandt amongst their quarterly. Then, we got into the detail at Ramelius (RMS) who had a bumper quarter and onto Base Resources (BSE) who copped a huge takeover premium from American-listed Energy Fuels (UUUU.nyse). We then ventured to Bosnia to talk about Adriatic’s (ADT’s) decision to go owner-operator, followed by 29Metals (29M) who got offtake financing and provided an insurance update, Boss Energy (BOE) who finally ann...
Apr 22, 2024•50 min
Mike Alkin is the Chief Investment Officer and Founder of Sachem Cove Partners, a specialty Uranium fund based in New York. This is an extremely high-level discussion around everything Uranium, from the mining all the way to enrichment and power generation. Mike holds a firm view that the world will be in a considerable Uranium structural supply deficit for many years to come. Sign-up for the Director’s Special All Money of Mine episodes are for informational purposes only and may contain forwar...
Apr 19, 2024•1 hr 47 min
Today we did a tour around through the gold producers who reported quarterlies, including Bellevue (BGL), Genesis (GMD), Catalyst (CYL) and Tietto (TIE), then onto Spartan (SPR) who’re doing a big $80m raising. AIC Mines’ (A1M) quarterly got a segment before we had a good chat about Gina Rinehart’s recent action in rare earth’s, and what that could mean for Lynas (LYC) and MP Materials, before rounding off on another Gina story, the Hanrine and Titan Minerals (TTM) farm-in agreement. Sign-up for...
Apr 18, 2024•55 min
We started today with a deep dive into Spartan (SPR) on the back of recent results, followed by a breakdown of Macmahon (MAH) acquiring Decmil (DCG). Next, we discussed the latest in Gold Road’s potential Greenstone interest, then Pantoro’s quarterly result, Hawsons Iron financing ambitions, a call out to AlphaHPN holders and a chat about what we’re looking for this quarterly season. Sign-up for the Director’s Special All Money of Mine episodes are for informational purposes only and may contain...
Apr 16, 2024•59 min
Plenty to chat about today, with Gold Road (GOR) taking the top story, confirming their interest in Greenstone Gold, and following on with the theme of gold, Predictive Discovery (PDI) releasing their Bankan PFS. The US & UK’s decision to ban Russian products, including metals, has big ramifications which we spoke about, as well as Rio Tinto’s (RIO) rehab blowout at Argyle, Zhaojin & Emerald (EMR) going best & final at Tietto (TIE) & Bullseye respectively, another twist at Sierra...
Apr 15, 2024•56 min
Metallurgy is a part of mining that isn’t often spoken about but can dictate the outcome. Nathan Stoitis broke things down for us, including why recoveries are a function of grade, the tricks company’s do to make projects look good, how you should view initial met results, plus the basics on all the main commodities as well as an over & under-rated round. Sign-up for the Director’s Special All Money of Mine episodes are for informational purposes only and may contain forward-looking statemen...
Apr 12, 2024•1 hr 26 min
We’ve got a bit of a different episode today. Metals prices have been ticking up, so we did a broad check-in on a range of metals including gold, silver, manganese, zinc, copper & nickel, before going very deep into the fascinating set-up in PGMs and tin. Next, we spoke about Northern Star’s somewhat disappointing quarter, before chatting about a change in the exploration industry, and rounding off with news out of EQ Resources and Berkeley Energia. Sign-up for the Director’s Special All Mon...
Apr 11, 2024•56 min
Today kicked off with a chat about the news that MinRes (MIN) had sold out its 14% stake in Develop (DVP) to a group of investors, before getting into a gold speculation, touching on Westgold, Karora, Ramelius, Northern Star, De Grey, Spartan and Newmont (Telfer). On the gold theme, we picked over Solstice’s (SLS) Hobbes sale to Northern Star (NST), pondering whether juniors may start getting some more love, before discussing Manuka’s (MKR) hopefully ambitions in the Cobar and lastly, Prospect R...
Apr 09, 2024•35 min
Two big stories grabbed our attention today. We started by chatting about the curious trading in Azure (AZS) stock on the day of the EGM which we attended, followed up by the big gold merger between Westgold (WGX) and Karora (KRR.t). In addition, we spoke about the news that Galena entered voluntary administration, more news out of Sierra Rutile (SRX), Syrah (SYR) disappointing retail entitlement offer combined with a more positive market update, Capstone Copper’s (CSC) bumper block trade and la...
Apr 08, 2024•57 min
We had the delight of interviewing Ahmad Saleem on everything exploration. Ahmad is a master of many trades. He’s a geologist, he’s started numerous businesses and has worked in private equity amongst many roles. We spoke about whether the juniors funding model, what filters to use for explorers, red flags, what discovery means and plenty more. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not fi...
Apr 05, 2024•1 hr 38 min
We’ve got three big stories to chat about today. Firstly, The Fumble in the Jungle (or The Battle for Sierra Rutile) has had some exciting developments that we give coverage to. Secondly, Winsome’s (WR1) announced an option to buy the Renard diamond mine (and plant) near to its Adina lithium project and finally Rio Tinto (RIO) and South32 (S32) have received notice that the world’s biggest sovereign wealth Norges (of Norway) may divest its interest on the back of allegations relating to their Br...
Apr 04, 2024•34 min
Quarterly season has begun! We kick off with diverging reports from Westgold (WGX) and Ramelius (RMS) then move onto Regis (RRL) which disappointed with updated figures from McPhillamy’s. Next up we chatted about some speculation from the Director’s Special which is looking on the money, before touching on a slight of hand at Boss Energy (BOE). Our penultimate story was on Develop (DVP) who share revised figures for Woodlawn and lastly we spoke about one of the ASX’s most intriguing companies, E...
Apr 03, 2024•52 min
We’ve got plenty to talk about after the long Easter break, starting with rumours of what Karora business combination could look like. Naturally, we tied Westgold (WGX), Ramelius (RMS) and Pantoro (PNR) into the conversation. Hammer (HMX) & Carnaby (CNB) have finally nutted out an agreeable deal while Nickel Industries (NIC) doubled their stake in the ENC HPAL project in Indonesia. There were plenty more intriguing stories to discuss including a 249D notice at Vintage Energy (VEN), Catalyst’...
Apr 02, 2024•48 min
Our conversation with Will Thomson of Massif Capital covered plenty of ground including the art of short selling as well as specific company shorts, the change in sentiment around copper, the long & short of lithium, whether uranium is misunderstood, how Will structures Massif’s portfolio and his lessons from insurance and much more. Sign-up for the Director’s Special All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventu...
Mar 28, 2024•1 hr 20 min
Mining news is all go, with Albemarle (ALB.nyse) trying to grab the attention of the lithium market through an auction sale, leading to us yarning about the state of the lithium market. The Battle of Sierra Rutile (SRX) has become one of the most fascinating stories we’ve covered with the emergence of a host of colourful characters today. Hastings' (HAS) search for capital led us to dive into their books, which make for tough reading, while on the more positive note Talisman (TLM) shared some in...
Mar 27, 2024•50 min
We start todays show with the most eye-catching story, the unfortunate announcement that 29M have suspended operations and are back to square one at Capricorn Copper. Following on with the Copper theme, we discussed the eye-catching rumours that Copper treatment charges have dipped negative, as well as Abu Dhabi’s largest company looking to hijack a Copper mine sale in Zambia. Next, we delved into Minerals Sands struggler Strandline (STA) then onto copper hopeful Firefly (FFM) who’re raising a c...
Mar 26, 2024•54 min
Pilbara Minerals (PLS) kick starts the show by finally sharing more on its downstream plans while Genesis (GMD) vied for our attention with the big 5-year strategy. Brightstar (BTR) is tying the knot with unlisted Linden whilst raising capital and the Battle for Sierra Rutile (SRX) has taken some fascinating twists over recent days, as well as Leo Lithium (LLL) giving long suffering shareholders an update & the OreCorp (ORR) board recommends Perseus’s (PRU) bid. All Money of Mine episodes ar...
Mar 25, 2024•50 min
Money Miners, we’ve got the interview for all your battery metals questions We had a conversation with Matt Fernley (founder of Battery Materials Review & Head of Research at Westbeck Capital) to talk about lithium cost curves, inventories, Chinese dominance, EV sales, the rise of plug-in hybrids, how governments impact the markets plus nickel, graphite, manganese, cobalt & more! Read the Battery Materials Yearbook here All Money of Mine episodes are for informational purposes only and m...
Mar 22, 2024•1 hr 5 min
We’ve got a big one Money Miners. We started the show by dissecting a bearish report written on IGO, before discussing the latest news from Develop (DVP). Next, we pulled apart Sierra Rutile (SRX) in one of the year’s most fascinating M&A stories, then moving to another M&A story that is drawing to a close, we spoke about the Battle for Nyanzaga (ORR, PRU, SVM.t). Meteoric (MEI) & Australian Strategic Materials (ASM) both received non-binding hand outs from the US Export-Import Bank ...
Mar 21, 2024•55 min
We ripped into the show with a chat on Bellevue’s (BGL) grade control drilling and asked the question – will they rattle the tin again? Next, we delved into some intriguing posts by Develop (DVP) and Global Lithium (GL1) after MinRes’s announcement yesterday, then we talked copper with MAC & SFR getting a turn. Australian Vanadium (AVL) also got a mention before we discussed what the potential ramifications of disruptions to South32’s (S32) Groote Eyslandt Manganese operation could be. We ro...
Mar 19, 2024•40 min
There’s was plenty of news to start the week, with MinRes (MIN) buying Lake Johnston off Poseidon (POS), South32’s (S32) GEMCO operations being hit by Cyclone Megan and the Battle of Nyanzaga draws one step closer to an end (ORR, PRU, SVM.t). Nickel Industries (NIC) have had a tough start to the year, whilst the falling iron ore price & rising copper price also got us chatting. To finish off, we chatted about compensation at cobalt struggler Jervois (JRV) and more production hits in the gold...
Mar 18, 2024•48 min
