We’ve got a big deal to talk about, with Gold Fields (GFI.nyse) swinging for JV partner Osisko (OSK.to) in a C$2.16b deal. We also touched on comments from Barrick boss Mark Bristow, as well as speculation that Albemarle might sell their Greenbushes stake, and a block trade that crossed in Genesis (GMD) stock. Finally, we picked over news that Zambia has closed its boarder with the Congo. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purpos...
Aug 13, 2024•50 min
We kick off the week diving deep into Red 5 to try and figure out what their next move will be after bolstering their balance sheet. This included another deep dive on Magnetic’s Lady Julie project and how the next Battle for Leonora could play out. We crossed the globe to Serbia to see what’s going on with the massive protests against Rio’s Jadar lithium project approvals, plus some around the grounds on Galan’s corporate interest and Beach Energy’s disappointing full year results. Sign-up for ...
Aug 12, 2024•55 min
Jon Hronsky joined us on the poddy to chat through a host of fascinating subjects, centred around improving exploration success. Jon is deeply experienced in the subject and has spent plenty of time developing models that can improve the return on investment, as well as the behavioural biases managers and explorers are afflicted by, what culture sets up a miner for exploration success, how AI/ML will change exploration and a heap more. Sign-up for the Director’s Special All information in this p...
Aug 09, 2024•1 hr 17 min
We’re straight back into it with a recap of Diggers 2024, our own awards session, plus news coming out of Arcadium Lithium (LTM), West African (WAF), Medallion (MM8) and lastly CZR Resources. 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 your personal financial circumstances. Before making ...
Aug 08, 2024•57 min
Here’s our chat with mineral economics, geology & strategy whiz John Sykes. We went through a raft of topics, from commodities such as tin, lithium, rare earths & gold, to the role of government in supporting the industry, how China built its dominance, the biases that we’re all guilty of and a heap 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 n...
Aug 06, 2024•1 hr 32 min
You asked the questions, we answered them. In today’s chat we ripped through a heap of questions that Money Miners sent in, quizzing us who the best management teams are, how we’re viewing certain projects, what the latest layoffs mean for the industry and a bunch 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 professionals. MoM and our Cont...
Aug 04, 2024•56 min
It’s name and shame time to get us started, for those exploration battlers who can’t report on time. Then we’ve got uranium news from Cameco (CCJ.nyse), WA gold M&A involving BTR/AME/GML, quarterly awards with an Olympic theme plus a breakdown of the Albemarle news and what stood out to us this quarter. 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 fin...
Aug 01, 2024•43 min
There’s been a few companies that are hitting an intriguing point in their life cycle that we had to chat about, starting with Adriatic (ADT) as well as Liontown (LTR). Brightstar (BTR) and Alto (AME) are doing a deal, with details not realised at the time of recording, while Champion Iron churned out a decent quarter from their high grade Canadian operations. Sign-up for the Director's Special All information in this podcast is for education and entertainment purposes only and is of general nat...
Jul 31, 2024•36 min
It’s all happening in the mining world. Another c. $2B of Fortescue (FMG) stock traded hands this morning, with fingers pointing at Capital Group again. BHP & Lundin Mining (LUN.TO) are teaming up to take out Filo (FIL.TO), share ownership of Josemaria and take their copper books to the next level. IGO shared their Q4 results and an outlook to FY25, as did Perseus (PRU), while MAC and SFR provided some new copper intercepts to the market. Sign-up for the Director’s Special All information in...
Jul 30, 2024•53 min
3 big stories today, starting with ERA seeing its Jabiluka lease not renewed, then rumours swirling about M&A involving Teck and just about every major miner and finally the quarterly that was at Ramelius. 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 your personal financial circumstanc...
Jul 29, 2024•51 min
We had pleasure of chatting with Bentley Atteberry, co-founder & CEO of Myst Trading, on all thing’s commodities. Bentley has a unique perspective given his position between investor & commodity trader, and shared views on coppers dramatic run up, the set up in aluminium, the niche world of tin, as well as what he’s picked up on the evolving lithium market and the beaten up PGM sector. Sign-up for the Director’s Special All information in this podcast is for education and entertainment p...
Jul 26, 2024•1 hr 29 min
We’ve got a BIG one. Bellevue (BGL) has come to the market hat in hand for $175m, while almost every ASX goldie shared a quarterly today (NST, WAF, CYL, PNR, RRL). Sandfire (SFR) had improved cashflow, but MATSA still looks shockingly expensive while Karoon (KAR) finally listened to shareholders by launching a buyback. 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. M...
Jul 25, 2024•59 min
We’ve got some big stories in the thick of quarterly season, starting with a highlight reel of the best moments so far, before we dive into Ora Banda’s (OBM) numbers, Lynas’ (LYC) valuation and Metal Acquisition Corps (MAC) output. We wrap things up with a chat about the well-received Spartan (SPR) resource upgrade. 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) ar...
Jul 23, 2024•58 min
First cab off the rank today is Paladin (PDN) with production of over 500kt pounds of uranium since the restart. Next up we spoke about South32 (S32) who had a horrid day after sharing their quarterly and an update on Worsley, followed by Regis (RRL) who came out with the McPhillamys DFS. We rounded up with 3 smaller operators, in varying states of health, with Jervois (JRV), Sierra Rutile (SRX) and Galena (G1A). Sign-up for the Director’s Special All information in this podcast is for education...
Jul 22, 2024•47 min
JD sat down with John Forwood (CIO at Lowell Resource Fund) and Hedley Widdup (CEO at Lion Selection) for a big chat on junior mining. The conversation went from how their 2024 predictions are faring to the lack of liquidity in juniors, from the increasing red tape in the sector to how the financing landscape has changed and everything in between. 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...
Jul 19, 2024•1 hr 7 min
We get going today with news that Fortescue (FMG) cut 700 jobs and is renewing its corporate structure & strategy, followed by a chat on Genesis’ (GMD) quarterly numbers. Evolution (EVN) had a decent quarter with some points worth discussing and lastly we spoke about a trend of more dealmaking for miners globally. 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) ...
Jul 18, 2024•50 min
On the back of Nickel West getting shafted by BHP officially (for now), Trav launched a Twitter Spaces on Thursday last week. The Koala and Tom Woolrych joined in. The convo shortly broadened out and so we thought we'd release it as a bonus episode this Wednesday. Enjoy Money Miners. 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. Mo...
Jul 17, 2024•1 hr 5 min
We had a chat with long time natural resource fundie Warren Irwin to get his take on several topics. Our conversation covered the state of Canadian miners and the countries M&A policies, why you shouldn’t listen to uranium super bulls, the disservice NexGen is doing to mining, why he likes nickel 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) a...
Jul 16, 2024•1 hr 18 min
We kicked off the week entertaining some hypotheticals after the massive copper M&A rumours over the weekend about BHP and Lundin reportedly working together to put forward a joint bid for Filo and Rio potentially having another crack at Teck. Matty then went into the weeds on the Bellevue quarterly, followed by Ally GC’s rapid fire on De Grey’s quarterly, Liontown’s new offtake and Meeka’s development progress. Sign-up for the Director’s Special All information in this podcast is for educat...
Jul 15, 2024•1 hr 2 min
We went for a deep dive into the miners and contractors that make the cut for Aussie Small Cap fundie Matt Griffin’s portfolio. Matt’s a thoughtful generalist investor with plenty of experience in the mining sector, and he currently operates as a co-portfolio manager at Maple-Brown Abbott. We’ve discussed his uranium, copper, gold and energy holdings, as well as his views on the Canadian market, cost inflation across Australia and how he builds a small cap portfolio. Plus, a bumper under vs over...
Jul 12, 2024•1 hr 17 min
We’re all over the BIG news out of the uranium world – Kazakhstan is ramping up taxes on all mining projects, and boy could you see it from the surge in global uranium miners. We then went for a walk through IGO’s decision to not go downstream with Wyloo on a PCAM facility in Kwinana, and look ahead to where the company will go next. 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 Mone...
Jul 11, 2024•52 min
We started the show by trying to understand the poor performance of WA gold developers, and question whether this is their death. Then we chat about Meteoric (MEI) and their recent scoping study and stay in South American as there’s drama surrounding Silvercorp’s (SVM.t) stuttering takeover of Adventus (ADVN.t). We round off the chat highlighting all the key points we’re looking for this quarterly season. Sign-up for the Director’s Special All information in this podcast is for education and ent...
Jul 09, 2024•1 hr 1 min
Plenty to rip into as always on a Monday, with two deals grabbing the headlines. MACH is buying Rex (RXM) for a bit under $400m while the Mt Bundy gold project is also being sold. Canada is making some big changes on an M&A front, while Encounter (ENR) continued its run on niobium hits. Ramelius (RMS) shared its cash figures while getting the go ahead, if it’s still interested, in bidding Westgold (and Karora) while Regis (RRL) generated plenty of cash. Sign-up for the Director’s Special All...
Jul 08, 2024•53 min
We’re joined by Matt Warder for a great chat about met & thermal coal markets, what recent events have done to prices, what the transition away from these commodities will look like, which companies stand out and the age old dividend vs buyback debate. Enjoy the yarn! Sign-up for the Director’s Special Coal Trader Substack 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 professi...
Jul 05, 2024•52 min
We kick things off with a “How to Build a Waterfall Chart” special, now that we’re into quarterly season. Then, we chat about several pre-quarterly releases, including from Boss Energy, Westgold and Capricorn, before we round up the show with a discussion on Chalice’s poorly received MoU with Mitsubishi. 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 financ...
Jul 04, 2024•33 min
Some big news today with Liontown (LTR) announcing new funding with LG Energy, West African (WAF) updating their feasibility study whilst raising $120m and Centaurus (CTM) finally sharing their feasibility study. We also spoke briefly about 29Metals (29M) sharing their rates, met coal prices flying, intriguing developments in the cobalt market and some drama at Avebury. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of g...
Jul 02, 2024•52 min
We’ve got 3 big stories today. Firstly, a fire broke at Anglo’s (AAL.l) Grosvenor coal mine which caused alarm throughout the sector. Secondly, we were joined by Bogan Geologist and fund manager Emanuel Datt for a debrief on WA1 following their maiden resource as well as the recent metallurgical results, one year after we initially had them on. To wrap up, we discussed the unfortunately news that administrators have been called at Calidus (CAI). Sign-up for the Director’s Special All information...
Jul 01, 2024•1 hr 26 min
We had a chat with Mike Bevan, a geo (who runs a cracking YouTube channel at GeoInvest Insights) to get right into the weeds on understanding rare earths from a geologists perspective, as well as some uranium chat. We picked through hard rock and the clay deposits, the red flags to look for plus the important tricks in the all important metallurgical side of things. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of gener...
Jun 28, 2024•1 hr 36 min
We’ve got Ahmad back in the studio for an exploration bonanza! This time we’re diving deep into lithium and rare earths, getting into all aspects of what make a good deposit (or discovery), what the common red flags are, what make certain projects stand out, how investors are commonly deceived and a whole heap 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) ar...
Jun 27, 2024•1 hr 7 min
It’s straight into the Murchison as all fingers point to Ramelius (RMS) as the buyer of a parcel of Spartan (SPR) stock, before we go global, diving into the Paladin (PDN) – Fission Uranium (FCU.t) deal. Our final topic was the notable collapse of Sev.en’s deal to buy 51% of Coronado (CRN) from EMG, with a bit of commentary on the broader investment interest from Aussie Superfunds in energy businesses. Sign-up for the Director’s Special All information in this podcast is for education and entert...
Jun 25, 2024•50 min
