We wanted to learn more about diamonds, so we brought on the expert. Paul Zimnisky has been an independent consultant analysing the diamond for over a decade, so we used the chance to learn about lab grown diamonds, the viability of the diamond mining industry, what will happen to De Beers, his contrarian industry takes and more. Paul's site: www.paulzimnisky.com RSVP to our Xmas drinks on 3 December at Brewdog next week at https://calendarlink.com/event/CVpKS Sign-up for the Director’s Special ...
Nov 26, 2024•46 min
We’ve got 2 big ones today, with a deep dive into Boss Energy, looking at how they’ll go in meeting production numbers and understanding why they’ve become the 2nd most shorted company in Australia. Then, we explore the rumours that Evolution may sell Mungari, chatting about the merits of a sale in this environment, as well as touching on the likelihood Vault & Genesis will merge. RSVP to our Xmas drinks on 3 December at Brewdog next week here Sign-up for the Director’s Special Please read o...
Nov 25, 2024•58 min
We sat down with a couple of legends, Jill Irvin & Shane McLeay of Entech, the gurus on what’s needed to turn a deposit into a mine. They taught us about all the tricks in a mining company’s key studies, what makes a good study or bad one, the key numbers to look out for, where clients put the pressure on them, what’s underappreciated about their work & a whole heap more. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mine...
Nov 22, 2024•1 hr 16 min
Two big stories today, firstly our takes on the much anticipated MinRes AGM which we attended… plenty to chat about. Then we discuss the big news out of Canada, that NexGen is one step closer to building a mine with a key permit approved. Sign-up for the Director’s Special Chapters: (0:00:00) Introduction (0:01:32) MinRes AGM: what we thought (0:37:19) Nexgen's approvals march forward Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your pre...
Nov 21, 2024•45 min
Today’s show takes us to North America, with an intriguing deal coming via the sale of a non-core Newmont asset, Musselwhite, to Orla Mining. Back home we chat through Spartan’s latest met testwork before we unpack the merger between NAL partners Sayona and Piedmont Lithium. 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 enquiry@mineralms.com.au - 1300 546 117 Grounded - I...
Nov 19, 2024•51 min
We’ve got some big stories to chat about today, starting with the Russian export ban on enriched uranium to the US, then on the big jump in aluminium prices following China tax rebate cancellation. Next, we spoke about a couple of cash box companies in Red Hill and Indiana who issued dividends, and lastly a segment on Resolute and their Malian situation. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your...
Nov 18, 2024•50 min
Today’s show is a special yarn with a couple of GC’s who’ve spread the good word of Money of Mine. We welcomed on Partick from Uranium Twitter and Sean Russo for a chat about Paladin’s shocking week, spotting trends early, aligned management teams, how to think about restart projects and plenty more. 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 enquiry@mineralms.com.au -...
Nov 15, 2024•1 hr 20 min
We’ve got 2 big ones today, starting with MinRes shutting Bald Hill until lithium prices recover, as well as the board admitting they should’ve shared numerous related party transactions. Our second story is all about M&A drama in the small cap gold space, involving Brightstar, Patronus & Alto. Chapters: (0:00:00)Introduction (0:00:30)MinRes shut down Bald Hill (0:21:02)DELPHI stirring the pot in the Sandstone Sign-up for the Director’s Special Please read our Privacy Policy and Disclaim...
Nov 14, 2024•51 min
Today we spent a while dissecting and discussing Paladin’s latest update which saw the stock crater some 25%, before picking through a potential value play with a colourful history in Kingsgate Consolidated. 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 enquiry@mineralms.com.au - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Pa...
Nov 12, 2024•45 min
We start today with Liontown, who’ve shared some new numbers on Kathleen Valley to help them fight another day, before jumping to some concerning news out of Mali, with Resolute’s CEO and two employees being detained over a tax dispute. Lastly, we delve into Hastings, who’re in a bit of a financial predicament... 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 enquiry@miner...
Nov 11, 2024•1 hr 3 min
We’re pumped to share our discussion with the co-founders of Baza Capital, Will Sandover & Brayden McCormack. We kick off the chat by hearing about the journey of starting a fund a couple months before covid swept through, and the various ups and downs since. The guys get into how they build their portfolio, how they’ve refined their strategy of the years & why they’re seeing value in the beaten-up mining services space, plus the alternative ways of playing the commodity cycle. Sign-up f...
Nov 08, 2024•1 hr 2 min
We lead off with how the Trump win affected the commodity and equity markets, along with what the future may hold. There was also some big comments last night regarding the future of Lithium and Cobalt. Then we round out with a Trump trade that flew under the radar. 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 enquiry@mineralms.com.au - 1300 546 117 Grounded - Infrastruc...
Nov 07, 2024•33 min
In the spirit of Melbourne Cup Day, we take a look at some small cap underdogs that have done interesting deals or made fascinating discoveries of late. Next up, we talk about the shift in sentiment and funding dynamics for junior gold companies, closing off with a mega session on M&A predictions. 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 enquiry@mineralms.com.au ...
Nov 05, 2024•1 hr 4 min
We kick off the week with a discussion about the corporate governance & leadership update from MinRes, followed by our infamous quarterlies name & shame segment. We then round off with a chat about an interesting ‘David & Goliath” type situation between a TSX junior and Rio Tinto. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Chapters: (0:00:42) Peeling apart the MinRes drama (0:20:42) Name and shame - quarterlies (0:29:29) Rio Tinto desperate ...
Nov 04, 2024•34 min
We had the delight of having a detailed & candid chat with Paulo Macro. Paulo is a financial commentator and investor who’s connect with many people over recent years because of his work analysing the macro plus in his own special style. Our conversation focused on various commodities and their future, including uranium, gold, copper, oil (& other energy), PGMs and more. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Miner...
Nov 01, 2024•1 hr 45 min
It’s all happening on the final day of quarterly season. First up, MinRes, with a big asset sale and some interesting quarterly numbers, followed by Liontown’s first quarter in operation, then on to lithium giant Pilbara and lastly a surprise capital raising at Meeka Metals. 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 enquiry@mineralms.com.au - 1300 546 117 Grounded - I...
Oct 31, 2024•58 min
We rip in with the highs and lows of Sandfire’s quarterly, before jumping into speculation regarding the Anglo coal sale. Next on the list is Black Cat and their bumper $80m raise plus a chat about Kalgoorlie gold infrastructure, then Vault’s quarterly, and finally a first… a segment on diamond miner Burgundy Mines. 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 enquiry@mi...
Oct 29, 2024•58 min
On back of an update from MinRes’ board, we have a chat about the decision they’ve got to make. We then move to an interesting take-over battle involving Siren Gold, Rua & Federation Mining before diving into Paladin’s quarterly which saw it drop 20%. Westgold’s new debt facility, the Brightstar & Aurumin trading halts and IGO’s quarterly round us off. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services ...
Oct 28, 2024•57 min
Today we get to share with you a conversation with Cailey Barker who has one of the most intriguing CVs we have ever seen in the industry. A qualified geologist who spent 15yrs as a sell side analyst and nearly a decade at Blackrock, the worlds largest mining fund manager, where he was a Portfolio Manager. We discuss trends, deals, fund dynamics, ESG, London mining and a lot more. Enjoy. Please read our Privacy Policy and Disclaimer here Sign-up for the Director’s Special Thank you to our Partne...
Oct 25, 2024•1 hr 21 min
Today’s show includes a recap of the interesting details from this morning’s announcements, including Sayona Lithium, Northern Star, Metals X, & Antipa. Then, we share a chat we had with Jake Klein on the topics of regulatory challenges in Australia, our relationship with China plus M&A in the gold sector. 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 enquiry@mine...
Oct 24, 2024•57 min
Today we welcomed on the show Ian Roper, a commodity strategist & expert with some unique views. Ian is a big believer in the growth of India, which he thinks will lead to huge met coal demand, he’s also identifying a “new” + “old” China which investors need to be aware of as well as having in depth knowledge of industrial metals copper & aluminium plus new energy materials nickel & lithium. Sign-up for the Director’s Special All information in this podcast is for education and enter...
Oct 22, 2024•58 min
Naturally we start the show discussing the latest drama from MinRes as they & their top man Chris Ellison battle serious financial allegations. We then run through a round of gold quartiles, with Evolution, Ora Banda & Bellevue grabbing our attention. To wrap up, we discuss the likelihood of lower-grade iron ore product becoming the norm for Rio & BHP. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general...
Oct 21, 2024•53 min
Today’s episode is one we’ve long wanted to do, and finally we got the opportunity. We’re excited to share our conversation with Alan Clark, better known as Aluminium Al. The discussion covered why you should care about aluminium and the urgent steps we need to take in Australia to save our industry, as well as delving into his global experience, the meteoric rise of China, the worst M&A deal in mining history and the future of this enormous industry. Sign-up for the Director’s Special All i...
Oct 18, 2024•1 hr 41 min
We’ve got a mega China special today with Shehzad Qazi, from the go-to experts, China Beige Book. Shehzad filled us in on the misconceptions the market has regarding China’s stimulus, whether the recent run in commodity prices was purely speculative hype, where the property sector goes from here plus where China will find itself by 2050, and lots 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...
Oct 17, 2024•56 min
We rip in with a yarn about Pilbara’s new debt facility and what it might be used for, then onto the Xanadu’s PFS and end-game. Google is getting into the nuclear game which caught our eye, and lastly Siren Gold looks to be turning down Federation Mining for a deal with Rua gold. 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 an...
Oct 15, 2024•38 min
Westgold (WGX) gets us started as they bed down the Karora merger, before we continue with the gold theme with Pantoro (PNR). Next, we chat about NSW producer Alkane (ALK), and finally we discuss the big move in the global bauxite market after events in world’s biggest producing country, Guinea. 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 profe...
Oct 14, 2024•38 min
We’re excited to share our conversation with Huw Mackay, former BHP chief economist. Huw is a leading economist and strategist with deep insight into China, global macroeconomics and commodities. We invited him on the show so we could learn about the headline grabbing China stimulus, the challenges facing the world’s 2nd largest economy, the ramifications for commodities and Australia, as well as metals with intriguing set-ups, the de-globalisation trend, gold buyers and more. Sign-up for the Di...
Oct 11, 2024•1 hr 43 min
Rio’s (RIO) agreed deal with Arcadium (LTM), priced at US$6.7b kickstarted conversation today, before we went deep on Regis’ (RRL) strong cash print and outlook. To wrap up we discussed the expanded $150m capital raise for MAC, and what the read throughs are. 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 ar...
Oct 10, 2024•1 hr 3 min
Today’s show takes us around the world, starting with MinRes’ (MIN) scheming in the West African country of Mauritania. Next, chat about the growing trend of Japanese conglomerates doing deals with explorers and developers, before touching on Capricorn’s (CMM) quarterly performance and Mt Gibson update, plus West African’s (WAF) recovery. 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...
Oct 08, 2024•46 min
We’ve got some cracking stories today, starting with the news that Rio Tinto (RIO) is sizing up Arcadium (LTM), for which we had Mike Teran, portfolio manager at Blackwattle, join us to discuss where fair value sits for the integrated lithium player. Next up we got into West African Resources (WAF) who had a torrid day amid nationalisation fears, and finally we discussed the takeover panels U-turn on ERA following some noise from minority shareholders. Sign-up for the Director’s Special All info...
Oct 07, 2024•1 hr 5 min
