We’re back swinging this week with all sorts of news. Firstly, we dive into Pilbara Minerals (PLS) huge expansion plans, before getting into some juicy news on the pending Karora (KRR.t) Westgold (WGX) deal. It’s then over to uranium land with Paladin (PDN) announcing a potential deal, rumoured to be Fission (FCU.t). We wrap things up with Tianqi’s disgust at the Chilean regulator following SQM-Codelco Atacama deal. Sign-up for the Director’s Special All information in this podcast is for educat...
Jun 24, 2024•56 min
We’ve got a belter of a weekend special here, Daniel “Dingo” Harangozo and Sammy Berridge on the show. While Sammy is a familiar face to the Money Miners, we’ve pulled Dingo on for his debut, to pick the brains of a first rate investor in the natural resources space. We had a blast chatting through everything under the sun, from uranium to lithium, Australian energy through to PGMs and all that sits in between. Sign-up for the Director’s Special All information in this podcast is for education a...
Jun 21, 2024•1 hr 34 min
It’s all happening today, with the nuclear debate ramping up and going mainstream naturally getting us chatting. MinRes (MIN) dropped a late one yesterday, shutting down their Yilgarn iron ore operations plus we got Ahmad on for a special chat about Queensland copper, and a potential “discovery” by Anglo. Resolute (RSG) re-wrote some of the terms of their Ravenswood sale which sees some cash coming in the door, and Rox (RXL) updated the market on their recoveries at Youanmi. Sign-up for the Dire...
Jun 20, 2024•56 min
This is a different episode today. It’s a bonus episode after all. When we were in Sydney, we asked Livewire’s Co-Founder, James Marlay, if he would be kind enough to let us ask him about his experience building and growing the business. He kindly said yes. As we build Money of Mine, we look at leading digital media businesses like Livewire to learn everything we can. In a short period of time, Livewire became the go-to site to discover the views of Australia’s leading fund managers. We have alw...
Jun 19, 2024•1 hr 1 min
We kickstart the show looking to identify the seller of over $1b of FMG stock. Then, it’s a dive into Niger to get up to see on how geopolitical events are shaping European uranium demand, before we pick apart Beach Energy’s (BPT) new direction. Lastly, we discuss three open pit gold projects (GMD, AUC, SGD.t) and see how each stacks up. 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 ...
Jun 18, 2024•53 min
Righto Money Miners, Deterra (DRR) has done a deal and you bet we had a chat about it. Out of the blue, Rio Tinto’s (RIO) Jadar project looks like its going to get local approval in Serbia, while the rest of the lithium market (LTR, IGO, PLS) is reeling for a tough month in the market. Uranium, on the other hand, continues to win people over, as Japan discussed expanding output at a number of its existing power plants. Sign-up for the Director’s Special All information in this podcast is for edu...
Jun 17, 2024•57 min
We’ve got a great chat to share with Fergus Cullen (or Trader Ferg). Ferg writes a popular Substack blog, where he hunts for value investments in a lot of the areas we like to look. We had a blast picking through PGMs, beaten oil services plays, the evolution of the uranium trade, where coal and other energy goes from here, why he’s taken a liking to gold as well as the recent addition of tin to his portfolio. Sign-up for the Director’s Special All information in this podcast is for education an...
Jun 14, 2024•1 hr 20 min
We’re straight into the shorts today, chatting through a heap of the most shorted ASX miners and pondering why. Then, we delved into the EU’s latest attempts to support its auto-makers by ratcheting up tariffs on Chinese made vehicles, before we picked through who could buy Spartan (SPR) on the back on its run. Big copper producer MMG have been making some fascinating moves in capital markets which drew us in, and to round off we discussed Galena (G1A) and Hastings (HAS) tough journey. Sign-up f...
Jun 13, 2024•53 min
We sat down with Stephen Wood of Eiger Capital to chat through his views on the world of resources. Stephen has been invested in a host of companies across many commodities that we love to chat about, from goldies to iron ore, and uranium to rare earths. He’s got a philosophy on picking miners coming to production in a bullish market which we got a kick out of debating with him. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only an...
Jun 12, 2024•1 hr 15 min
We’ve got plenty of stories from around the grounds, starting with 29Metals (29M) finalising their offtake financing, then onto Southern Cross (SXG) & Mawson Gold (MAW.t) tying the knot. MinRes (MIN) seem to have pushed their $200m Red Hill (RHI) payment down the road a touch, while oil & gas M&A rumours are in the air. Bannerman (BMN) knocked out more study numbers while AIC Mines (A1M) hit their FY24 guidance and Spartan (SPR) shared further gold hit. To wrap up, we had some word o...
Jun 11, 2024•29 min
Bonus ep time Money Miners. We sat down with 4 (3 in person, 1 virtually) UGC’s who earned their way onto the show through their phenomenal effort in sharing the Director’s Special newsletter . Chatting with these Money Miners, we ventured from exciting small caps to M&A at the big end of town, from valuing gold in the ground to resource nationalism and plenty in between. It was a privilege to sit down & have this cracking conversation. All information in this podcast is for education an...
Jun 10, 2024•1 hr 35 min
The Money Miners have long requested a small cap special, and we’ve done it. We brought on geological whiz Ahmad Saleem to help us navigate some hot regions, companies and commodity all across the world. First up we went to the Cobar to pick through the exploration hopeful, including AGC, PEX and TLM and more. Then, it was over to Africa, first in the Copper-belt looking at PSC and onto WIA and their Namibian gold ambitions. Lastly, closer to home, we ventured to the West Arunta to look at WA1, ...
Jun 07, 2024•1 hr 13 min
Chris Ellison pulled one of his “levers” and announced the much-anticipated sale of 49% of the haul road. We look at the players that could reap the rewards for the new road. Matty got us up-to-date on all the big rumblings in the uranium world, then we chatted through the life and recent struggles of Sheffield Resources (SFX). Novelis ditched their BIG IPO plans which had us raising an eyebrow and lastly we chatted about the bad habit of deals continuously leaking on the ASX. Sign-up for the Di...
Jun 06, 2024•51 min
This is a juicy episode. We decided to chat through all the companies that have something bubbling away that could rise to the surface soon. We run through it by commodity, chatting our way through energy (including uranium), gold, lithium, iron ore, mineral sands, rare earths, copper and met coal. Too many companies to mention came up! 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 M...
Jun 04, 2024•1 hr 28 min
On our voyage to Sydney, we sat down with Darko Kuzmanovic (Janus Henderson) and Matt Fist (Firetrail), alongside Livewire’s James Marley, to pick the brains of these resource investors. This video is part 2 of the interview, with part 1 posted on Livewire’s channel last Friday (link below). While part 1 covered resource investing fundamentals, lithium (IGO, PMT, PLS) and copper, part 2 dives further into copper, gold, some fascinating views on debt vs equity funding projects, management premium...
Jun 03, 2024•40 min
JD sat down with Roscoe Widdup, founder of Triple Eight (T8) Capital for a deep dive into Roscoe’s view on markets. T8 run a Clean Energy Fund as well as a Gold Fund, which formed the foundational of all the different themes and companies discussed. Roscoe shared what he looks for in companies, what the last 5 years has been like in the volatile space, why gold bullion is the best perform asset of the past years and a heap more. Sign-up for the Director’s Special All information in this podcast ...
May 31, 2024•1 hr 17 min
There’s some BIG stories to chat about today. We go deep on all things Murchison with the drama that has unfolded between Westgold (WGX) and Ramelius (RMS), not to mention Karora, Ora (OAU), Great Boulder (GBR), Meeka (MEK), Monument (TSX-listed) and Rumble (RTR). Then we jump into the break-up of BHP and Anglo and what the fall means, plus the theory that this was the plan all along. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes o...
May 30, 2024•1 hr 5 min
As a bonus episode, we’ve got a fascinating chat with Tshepo Magagane to share on all things BHP-Anglo. Tshepo is a South African former investment banker, with extensive experience on African mining transactions and investments. He’s been posting some unique thoughts regarding the ongoing negotiations, with punchy views, that we’re excited to tap into and share. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general ...
May 29, 2024•45 min
There was only ever going to be one starting point today, Boss Energy. We share our thoughts on the decision of three directors to off-load substantial amounts of their stock, before jumping into the BHP-Anglo deal as the deadline looms. We wrapped up with further thoughts on Firefinch as the company gave a market update following their walking away from the Morila gold mine. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and i...
May 28, 2024•38 min
We’ve got 4 juicy stories to start the week off. First up we get right into Adriatic Metals, who launched a US$50m capital raise, their 3rd since being “fully funded”. Next, we went over to PNG to check in on St Barbara, after a disappointing Simberi update, then we picked through the Metals Acquisition Corp and Polymetals deal. Lastly, we couldn’t help but discuss the news that the perennial disappoint Firefinch are being sued by EGTF over failed payments. Sign-up for the Director’s Special All...
May 27, 2024•33 min
We had the pleasure of sitting down with Sean Russo for an in-person chat about all the trends in mine financing and hedging. Sean is a wealth of knowledge on how gold miners get their operations going (from a financial perspective), the history of how companies have got in & avoided financial trouble and what he’s seeing right now at certain miners that is a cause for concern. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only...
May 24, 2024•1 hr 19 min
Our intern Matt “Hobbsy” Hobbs has gone deep into the asset almost at the centre of the biggest mining M&A deal of the decade – Woodsmith. If you haven’t heard of it, we don’t blame you. This is a giant mining project currently under construction in the UK and it has been a giant plague within Anglo American’s portfolio. Hobbsy unpacks the colourful history of the project and evaluates its prospects here in 2024. Spoiler, we aren’t awfully positive on its outlook despite US$5 billion being s...
May 23, 2024•55 min
We had the delight of sitting down with Terra Capital’s Dylan Kelly (DK) to chat about some big resource investing topics. On the agenda: - The new bull market in gold (and why miner’s valuations are still cheap) - The role of quants and central banks in this bull market - Copper: Physical premiums and why copper theft is a good proxy for scrap supply - What actually causes mining capex blowouts - The tricks of the silver mining trade Sign-up for the Director’s Special All information in this po...
May 21, 2024•56 min
We ripped straight into the big one today, dissecting what the US ban on Russian enriched uranium means for the market. Next up was a deep dive into AlphaHPA (A4N), who had a huge day announcing their DFS, FID and financing, before we picked over Patriot Battery Metals (PMT) capital raise. Lastly, we got the run down on Metals X’s (MLX) AGM. 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...
May 20, 2024•51 min
We had the great opportunity to sit down with Todd Warren, investor and partner at Tribeca Investment Partners. Our conversation was super wide ranging, covering topics such as changes in the decarbonisation thematic, demand for hybrid vehicles, resource nationalism, the volatile nickel market, the big BHP - Anglo deal, the case for uranium, the Energy Fuels - Base Resources deal, the lithium market and lots more. Sign-up for the Director’s Special All information in this podcast is for educatio...
May 17, 2024•43 min
This one’s all about the BHP-Anglo deal. We set the scene, then give an overview of what’s happened over the past few days. Next we step through Anglo’s strategy, sharing our thoughts go what’s being kept and what’s going, before diving into BHP’s retaliation, and lastly, where does it go from here. The termination of Patriot Battery Metals (PMT) and Albemarle (ALB.nyse) MoU to go downstream was also worthy of a chat. Sign-up for the Director’s Special All information in this podcast is for educ...
May 16, 2024•53 min
We’ve got a great interview to share with Ben Bailey of risk arb fund Harvest Lane. This one is all about the deals, the bread and butter of Harvest Lane, and we cover plenty, including the takeover of Azure (AZS)/Gina/SQM, Tietto (TIE), Sierra Rutile (SRX), offshore oil play FAR, Base (BSE) and Energy Fuels (UUUU.ny), Red 5 & Silver Lake (SLR), cotton target Namoi (NAM), , and more. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purpose...
May 14, 2024•1 hr
We’ve got some fascinating stories to chat about, starting with the shocking fraud news out of Canada from Red Pine Exploration (RPX.v). Next, we share our thoughts on the bizarre decision for NexGen (NXG) to sign a con note to go and buy physical uranium, then it’s off to Africa for the latest at AVZ Minerals (AVZ), Leo Lithium (LLL) and Firefinch (FFX). Our penultimate story is on the prospect that Gold Road (GOR) will sell itself, before wrapping up on the news Austral (AR1) has ended its per...
May 13, 2024•1 hr
Our guest today is Gabriel Radzyminski, founder of activist hedge fund Sandon Capital. Gabriel outlined the state of activist investing in Australia and why he started the fund, how he picks opportunities, his recently announced campaign at Karoon Energy, his history with Iluka and much more. Sign-up for the Director’s Special Chapters: (0:00:00)Introduction (0:01:05)Why start an activist fund (0:03:57)Warren Buffett - the original activist (0:06:48)Are big investors moving away from activism? (...
May 10, 2024•51 min
We’ve got a cracking chat with Rene Sterk to share today. Rene is a geologist who is busy on many fronts, with a passion for the industry that can be felt. We discussed how and why JORC is changing, how things differ from overseas to Australia, the tricks to look out for in reporting and plenty more. 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 ...
May 09, 2024•1 hr 21 min
