We had the privilege of speaking to mining industry veteran Owen Hegarty. Owen began his career Rio Tinto (CRA), becoming Asia & Aus. Copper-Gold MD, before branching out and starting Oxiana, which he ultimately merged with Zinifex to form OZ Minerals. Subsequently, he co-founded mining private equity giant EMR Capital, where he serves as exec chair, having also served as the vice-chair of Fortescue during the boom times. Sign-up for the Director’s Special All information in this podcast is ...
Oct 04, 2024•1 hr 15 min
We kick off the show with a chat about the ~$270m block trade in Pilbara Minerals, with Ganfeng said to be involved, before jumping into Xanadu Mines and their big copper play in Mongolia. To wrap up we touch on the Paladin – Fission Uranium deal which is stalling at the final hurdle. 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. M...
Oct 03, 2024•45 min
Today we reveal what we are looking out for on our radar this quarterly reporting season since it’s October already. Plus we look at the stellar return of Tembo’s from selling their Spartan royalty to Osisko. And we wrap up with Rio’s optimism on getting Resolution up and about (finally maybe?) 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 profes...
Oct 01, 2024•55 min
3 different stories grabbed our attention today, the big China stimulus that is pushing stocks & commodities higher, Liontown (LTR) announcing their first shipment and Kingston Resources (KSN) releasing a ‘6-year mine life’ in the Cobar. 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 you...
Sep 30, 2024•49 min
We had the privilege of speaking with YJ Lee (@usuallyYJLe) for a fascinating discussion on all things “clean energy”. YJ, a fund manager at Arcane Capital, covered why he thinks consensus lithium/battery/EV expectations are far too weak, the components of the market he believes analyst’s are glossing over, where fragility in his opinions sit, the other battery metals he’s bullish on & a heap more. We thoroughly enjoyed this one & know you will too. Sign-up for the Director’s Special All...
Sep 27, 2024•1 hr 9 min
We get into Delta Lithium’s strategic review of its Mt Ida gold project and spit ball a few potential outcomes, followed by a look at Southern Cross Gold’s AI supported mineralisation extension find. Lastly, we took the pulse on the Calidus administration process and whether a competing recap solution might pip Mr Creasy’s DOCA proposal. 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 ...
Sep 26, 2024•52 min
We kick things off with the US$175m uranium deal between UEC and Rio Tinto, then follow it up with the fascinating short report that surfaced on New Found Gold (NFG.nyse). Our final story for the day covers Adriatic Metals, a company at an intriguing inflection point in its journey to becoming a fully-fledged miner. 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...
Sep 24, 2024•56 min
The last few weeks have been HUGE in the macro world, with US rate cuts, volatile markets & threatening geopolitics. With this in mind, we interviewed macro-driven fund manager Chris Judd. Chris runs the Cerutty Macro Fund , which seeks out equity opportunities by following macro themes & liquidity cycles. The discussion covered his outlook on global markets, his view on inflation, the big opportunities as an Aussie investor and where commodities piece into his fund. Sign-up for the Dire...
Sep 23, 2024•54 min
Today we had the chance to chat with Andy Leyland, co-founder of SC Insights. Andy has spent his career analysing commodities markets, with a particular focus on the battery supply chain. In our conversation we dive into his contrarian views on hybrids, what’s next for lithium, what the future holds for European automakers, what trends he thinks more people should focus on, the role of stationary storage and a whole heap more. Sign-up for the Director’s Special Chapters: (0:00:00) Introduction (...
Sep 20, 2024•1 hr
We rip into today’s show with a chat about Lotus’s (LOT) Letlhakane scoping study, which seemed to miss a key detail or two, then we moved to the big WA DomGas policy and the ramifications for MinRes (MIN). We round off with a chat about Kingsgate (KCN) and all the companies that came to mind who’ve ventured into South-East Asia, including Emerald (EMR), K92 and X64. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of gene...
Sep 19, 2024•46 min
We kick things off with a revelation that another party tried buying Fission Uranium earlier this year. And with CGN publicly opposing the merger with Paladin, naturally we wonder if it was them. IGO is rumoured to be having a good look at Rio’s Winu Copper Project and we peel the curtain back on eight undeveloped gold projects in West Africa that we think are the most likely candidates to find their way into the hands of established producers. Sign-up for the Director’s Special Chapters: (0:00:...
Sep 17, 2024•59 min
We start today’s show with the news that US$85/lb is the new floor price being conceived for uranium contracts, and then it’s a chat about Sibanye-Stillwater and the wider PGM markets. Next up we picked up on some chatter that there’s been a breakthrough of sorts from China Northern Rare Earths, & to wrap up we take a looking at the goldies spilling news. Sign-up for the Director’s Special Chapters: (0:00:00) Introduction (0:01:30) Scuttlebutt from WNA (0:14:27) Is Sibayne-Stillwater beaten ...
Sep 16, 2024•45 min
Le Shrub (@Agnostoxxx) consistently provides some of the most entertaining and clever market commentary via his parody pseudonym. Shrub has pedigree and writes his thoughts on both Twitter & Substack ( www.shrubstack.com ). Imagine sound investment thinking combined with brilliant finance memes. Our conversation covered plenty of ground, from how he's positioning himself in a world of fiscal recklessness & monetary debasement, lessons from the GFC, building safeguards, why & which co...
Sep 13, 2024•1 hr 40 min
Plenty to rip through today, starting with the big news out of CATL that lit up lithium markets, followed by the Greatland / Newmont deal. Next we jumped into IGO’s big strategy day, then we looked at Putin’s comments on commodity markets, before closing off with a chat about Catalyst, De Grey & Astral. 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...
Sep 12, 2024•1 hr 5 min
We kick things off yarning about the Greatland-Telfer deal which leaked late yesterday, before jumping into another interesting gold story in G-Mining. Next we touched on the Fission-Paladin deal, which scraped over the line, while saving a couple of juicy ones for the end with Bowen Coking Coal & Global Lithium getting a rightful mention. 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 hos...
Sep 10, 2024•49 min
We start today talking about the index changes for the top 200 & 300 biggest ASX players, with plenty of resource names featuring. Next up we dive into the Paladin – Fission Uranium deal, on the eve of the big vote, before chatting about the key points from WNA, the big uranium conference. Lastly, we touched on Perseus getting closer to wrapping up Predictive, with a 19.9% holding secured. Sign-up for the Director’s Special All information in this podcast is for education and entertainment p...
Sep 09, 2024•43 min
We had Alex Turnbull on for a cracking chat about raw materials through the entire supply chain to end demand. The discussion got in the weeds on data centres and the metals demand they’ll account for, whether the Aussie lithium sector can protect itself from wild volatility, lessons from years following met coal, whether certain parts of the world should adopt nuclear technology, the endgame for West automakers and a whole heap more. Sign-up for the Director’s Special All information in this po...
Sep 06, 2024•1 hr 10 min
We’ve got a mixed bag in stories to yarn about today, with a follow up on the big story that is MinRes (MIN), followed by the news that Arcadium Lithium (LTM) will put Mt Cattlin on care & maintenance. On a more upbeat note, we chatted about the progress at Metro Mining (MMI), and to close off we discussed the production downgrade at Coronado (CRN). Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature onl...
Sep 05, 2024•47 min
We each brought 4 unique and intriguing stories to the table today 1. Peninsula: “The next ASX U producer” 2. Meeka: Cashed up & good to go 3. Develop: Payments due? 4. MetalsTech: Another day on the ASX 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...
Sep 03, 2024•1 hr 2 min
Today we mixed it up by hunting down the 8 juiciest snippets from reporting season. Companies included Rio, Glencore, Sandfire, MAC, Zimplats/Implats, Lynas, FMG & Ramelius. In addition, we yarned about Genesis’ decision to pull forward Laverton. 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 awa...
Sep 02, 2024•42 min
We had Ahmad Saleem back on the poddy to chat about copper. Our discussion ventured from whether the much anticipated bull market will emerge, why majors target porphyry deposits, if it’s better to buy vs build, what juniors should target, what we can learn from the venture capital funding system 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 30, 2024•1 hr 7 min
We’re drowning in news today, so we looked to pick out the most interesting and influential stories. First and foremost, MinRes (MIN), who’re battening down the hatches and “strangling” costs to fight another day. Then South32 (S32), who’s financial position is rather healthy, but are still tending for a few challenges. Lastly a gold check-in with Westgold (WGX) revealing its full year numbers and Red 5 (RED) sharing guidance for FY25. Sign-up for the Director’s Special All information in this p...
Aug 29, 2024•1 hr 8 min
We had plenty to pick from today but had to start with the news that the Paladin-Fission Uranium deal may be on the rocks. Next we chatted through what stood out from BHP’s annual numbers, plus what to read into in Galan’s MoU (GLN), 29Metals (29M) half year results and a quick quiz to finish off. 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 pro...
Aug 27, 2024•52 min
It’s a big day for the U-bulls out there following Kazatomprom’s results late on Friday as well as ERA update and capital raising trading halt. We also saw annual results from lithium major Pilbara Minerals who added a tidy $1b debt facility to boot. 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 awa...
Aug 26, 2024•56 min
We had natural resources fundie Dave Franklyn on to pick his brain on everything commodities related. The world of commodities has changed quite a bit since we last spoke with Dave one year ago, so we revisited some favourite topics such as the forces moving gold, the state of the Chinese economy and building a resources portfolio, as well as why the world’s view of met coal has changed, whether this is a ‘pause’ for uranium and plenty more. Sign-up for the Director’s Special All information in ...
Aug 23, 2024•1 hr 8 min
Mining news doesn’t stop… we’ve got 3 crackers today. 1. Whitehaven 30% of Blackwater + share their full year results 2. Patriot Battery Metals release their PEA 3. CONSOL & Arch Resources merge not form US$5.2b miner 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...
Aug 22, 2024•1 hr
We’ve got 3 unique bits of news to pull apart today 1. Yancoal get smashed after cutting their interim dividend 2. Terra Uranium & ATHA announced a tie-up 3. A recap on all the intriguing block trades & strategic investments we’ve seen recently 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 a...
Aug 20, 2024•55 min
We’ve got stories of two different mining companies, Regis Resources (RRL) & Silver Mines (SVL), who’ve both had their projects put on indefinite ice following separate government/court rulings. There’s lots for us to debate here. 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 perso...
Aug 19, 2024•50 min
On the poddy today we interviewed Arjun Murti, a former head of energy research and partner at Goldman Sachs, who now publishes a Substack called Super-Spiked as well as working at energy research, strategy and investing group Veriten. We covered plenty of ground, including Arjun’s guiding principle on meeting the worlds energy needs, each nation’s focus on energy independence, how cyclical businesses should be financed, the recent spate of M&A in the sector, the changing attitude of banks t...
Aug 16, 2024•1 hr 8 min
We’ve got 2 BIG stories to chat about. Pilbara Minerals buying Latin Resources in an all-scrip deal AND Perseus making a move on Predictive Discovery. Let’s go. 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 any investment decision, you sh...
Aug 15, 2024•1 hr 8 min
