We had the pleasure of chatting with Spencer Cole, an expert in a part of our industry in which we haven’t spoken nearly enough about. Spencer knows more than most about royalties, so we used the opportunity to pick his brain about how the sector has evolved, how different royalties come into existence, the best & worst royalty decisions that have been made, how royalty co.’s should trade plus a bunch more. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here...
Feb 14, 2025•1 hr 3 min
We flipped the switch today and dived into the world underground mining with Matty. We break down the step by step process of mining underground, challenges different mines can face, things to keep an eye out for during ramp up, what’s underappreciated by the investing community about mining and heaps more. Lastly, we rounded off with a rapid fire on some mining news from Evolution, St Barbara and some small cap gold bolters from the day. Sign-up for the Director’s Special Please read our Privac...
Feb 12, 2025•1 hr 21 min
We’ve opted for a different style of episode today diving into the world of mining corporate finance with Ally GC, getting into some 101 on all the different concepts and lingo. We discuss how mining companies decide on their optimum project financing mix, how capital raises are priced, what happens on non-deal roadshows, what the hell a VWAP is and heaps more. Stay tuned for Matty’s underground mining 101… Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Dis...
Feb 11, 2025•1 hr 4 min
We kick off our 400th podcast episode diving into some uranium news and then took a look at Polymetals’ recent capital raising and their path to restarting the Endeavor zinc-silver mine. We checked out a peculiar small cap gold takeover bid and closed with some lithium news around the grounds. Grant Isaac interview on Triangle Investor - https://www.youtube.com/watch?v=HhvxzE6v8Po Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available f...
Feb 10, 2025•59 min
You asked the questions, we answered them. In today’s chat we ripped through a heap of questions sent in by the Money Miners, quizzing us on what Trump’s presidency means for commodities, the outlook for copper in 2025, why orebody geometry is important for mining, finance lingo 101 and heaps more. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 o...
Feb 07, 2025•57 min
We had a special guest join today’s episode, West Coast Eagles footy superstar, Jeremy McGovern. We took a look at the Blackstone Mankayan deal, trade war updates and the recent gold price action. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100. Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode) Than...
Feb 06, 2025•38 min
We dived into the big news of the day, taking a look at Predictive’s strategic placement to the Lundin Family and Zijin. Matty touched on WA1’s met results, and we closed with a rapid fire on other news stories from around the grounds. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100. Adelaide, 7 - 9 April 2025 (Matty will...
Feb 04, 2025•40 min
Trump’s tariffs on Mexico, Canada and China was the big news over the weekend which sent shivers down the spine of many ASX miners. We discuss what the potential impacts on commodities may be, while also taking a look at Westgold’s downgrade to FY25 guidance, our infamous quarterlies name & shame segment along with some other news from around the grounds. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Underground ...
Feb 03, 2025•50 min
We got fundie Romano Sala Tenna back in the studio for a cracking ep, honing in on 2024 learnings and the outlook for 2025. We dive into the passive vs active debate, momentum going ballistic, being overweight miners and a whole heap of individual stocks that range from being hated to loved. 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...
Jan 31, 2025•1 hr 12 min
It’s our last day of talking about quarterlies so Matty and Ally dived in and went through some highlights from the MinRes and IGO reports, along with a few others around the grounds. 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 Paul Natoli - pn@groundedg...
Jan 30, 2025•45 min
She’s a big quarterlies day today. We checked in on Boss Energy’s restart progress, spitballed what Gold Road and Perseus might use their healthy looking balance sheets for, and a rapid fire on Develop and Pilbara’s quarterlies. 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 proje...
Jan 29, 2025•53 min
There was plenty of market news that surfaced over the weekend, so we got started highlighting the mining implications, before diving into Bellevue’s quarterly. Next cab off the rank was Fortescue’s acquisition of Red Hawk for about $250m all in, and lastly, we unpacked the consequences on Alphamin from conflict in the DRC. DRC conflict map: https://www.ipisresearch.be/mapping/webmapping/drcongo/v6/?story=mining_and_conflict_2024 Sign-up for the Director’s Special Please read our Privacy Policy ...
Jan 28, 2025•59 min
AGC is back behind the mic as we dive into a bunch of the goldies including Regis & Westgold, plus a dive in Greatland Gold now that they have the keys to Telfer. We also spend a bit of time peeking into uranium play Lotus Resources, who’re rapidly approaching first production following a bumper capital raise. 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...
Jan 23, 2025•46 min
Quarterlies are coming thick ‘n’ fast, with Paladin’s big uptick getting us chatting. Have they solved their water challenges? Will the record short interest fall? Next up we discuss the fascinating news that Saudi state backed group Manara Minerals is looking to take a minority stake in the enormous Reko Diq copper-gold project, which is majority owned by Barrick. To wrap up we look at Iluka’s troubling “working capital build” and what it really means. Sign-up for the Director’s Special Please ...
Jan 22, 2025•42 min
We’ve got 3 big ones today with the quaterlies starting to roll through. First up is Liontown, with a number of positives coming from their Kathleen Valley ramp up, followed up by gold giant Northern Star, who’ve been investing heavily across the board. Lastly we chat about Yancoal, who’ve continued adding to the cash pile while investors get itchy for a divvie. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Service...
Jan 21, 2025•48 min
We’re back. The majors saved some big news. Confirmed talks between Rio Tinto and Glencore got us chatting about what the merits of such an outrageous deal could be. Next up we touched on Ioneer’s upsized US$996m DoE loan to build Rhyolite Ridge in the states, and lastly we ran through every WA goldie who’s reported on the December quarterly, highlighting the highs and lows out there. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners:...
Jan 20, 2025•1 hr 12 min
Today’s episode is the 2024 finale, with a don of the industry, Peter Ker. Pete has covered the resources sector for the AFR for well over a decade, which makes him the perfect guest for a discussion covering the topics that have dominated the headlines over 2024, from BHP’s tilt at Anglo, to governance debates at the major miners as well as permitting controversies and government handouts in the rare earths space. A massive thank you to all the Money Miners out there who made 2024 a cracking ye...
Dec 19, 2024•1 hr 38 min
This episode is one of our favourites for the year, with fundies sharing their wisdom and insights on the year ahead. We learn about what these money managers think will do well, what to avoid and what nobody else is talking about for what’ll no doubt be a fascinating year. 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 - In...
Dec 18, 2024•53 min
As 2024 draws to a close, it’s the perfect time for fundies to pull out the crystal ball and tell us what they’re seeing. In part 1 of this 2025 predictions bonanza, we hear what’s going to be hot, and what’s not in the up coming year, plus some wisdom on quiet bolters to keep an eye on. 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...
Dec 17, 2024•57 min
We get into the weeds on Rio Tinto’s huge A$15b bet on lithium, picking over all the ins and outs, before discussing the best and worst performing commodities and miners. Next up we each get a performance review of our contributions over the past year, before rounding up with some predictions for the year to come. 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...
Dec 16, 2024•1 hr 2 min
Today’s interview is with popular former guest and geo-alpha wiz Tom Woolrych. Following Sumitomo’s juicy transaction over Winu and other copper deals, we were intrigued by what other undeveloped plays are out there that we should be watching. Tom shared his geology knowledge as we talked through a shortlist of 16 names of interest to investors out there. Sign-up for the Director’s Special Chapters: (0:00:00) Introduction (0:02:23) Tom Woolrych back on MoM (0:05:26) NGEx Minerals (NGEX.TSX) (0:1...
Dec 13, 2024•1 hr 42 min
Jennifer Hewett is a national affairs writer for the AFR, with a wealth of experience across energy, economics and politics. This fascinating conversation covered everything from the role our energy policy will play not just in the coming election, but in coming decade, whether mining’s significance is appreciated across Australia, if Australia will get caught in the crosshairs of US-China trade wars, whether we can learn from industrial policy overseas and a whole lot more. Sign-up for the Dire...
Dec 12, 2024•1 hr 3 min
First up today we briefly discuss the latest China news that has lit up the miners, followed by a dive into the Lundin asset sale to Boliden. We then cover two stories, both involving commodity trader Trafigura, with Boab Metals signing a prepayment and offtake deal and Develop finalising their facility. Chapters: (0:00:00) Introduction (0:00:55) China stimmy moves markets (0:02:27) Boliden buys Lundin's Copper & Zinc mines (0:23:31) Boab gets money from Trafigura (0:32:15) Develop finalised...
Dec 10, 2024•45 min
One massive, influential story to chat about today. On Friday, Iluka announced that EFA would provide a further $400m while it too would dip into its pocket to complete the Eneabba rare earth refinery. Boy, have we got a lot to talk about... 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 an...
Dec 09, 2024•44 min
Tucker and Dahmer join for part 2 after a very well received part 1. In this chat they went into keys to good management, industry changes for the better and some of the best management they have worked with. 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 P...
Dec 06, 2024•1 hr 7 min
We kickstart today chatting about Rio’s selldown of 30% of Winu to Sumitomo, before getting into Appian’s 3.5c bid to grab Nifty’s owner Cyprium. Lastly, we discuss NexGen’s announcement that it has locked in its first sales contracts for Rook 1 pounds. 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 remo...
Dec 05, 2024•43 min
Today’s $220m capital raising by Spartan kicked us off on a round of comparison against NST’s takeover of De Grey, as well as a discussion on the likely of Agnico Eagle taking a swing. We also dove into the past and present of Australian Pacific Coal, with some big characters involved in the story. 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 - 1...
Dec 03, 2024•1 hr 5 min
There’s only one thing to talk about today… Northern Star’s big swing for De Grey. This friendly, all-scrip deal which implies a A$5b value for the developer of Hemi is the biggest deal of its kind, so we’ve got plenty to chat about. Come to our Christmas Drinks tomorrow, RSVP here 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 Groun...
Dec 02, 2024•1 hr 7 min
Going back to the good old days with a couple of passionate Jumbo operators for the underground mining industry, David Tucker and Jeff "Dahmer" Elder. In Part 1 of this massive yarn, we went into balancing production and development underground, importance of infrastructure, the new computer jumbos and the easiest mine Tucker has worked at. 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 min...
Nov 29, 2024•1 hr 27 min
We brought on special guests Matt Warder + the Koala to dissect the Anglo-Peabody deal, plus get into a range of topics relating to coal markets including Glencore, Yancoal & BHP. We also touched on the WA government’s decision to provide some relief to lithium players. You can follow Matt Warder on Twitter @mfwarder and Koala is @YellowLabLife Sign-up for the Director’s Special Chapters: (0:00:00) Introduction (0:01:10) Lithium Relief from WA Government (0:07:14) Peabody pays up for Anglo's...
Nov 28, 2024•1 hr 9 min
