There has hardly been news in the mining world that’s left us as stunned as Tether (yes, the crypto company) buying a huge stake in royalty group, Elemental. We had to unpack it. On the other end of the spectrum, a struggling coal minerCoronado has had all sorts of financiers and competitors circling, as its stock plummets. We ask the question, what does the future hold for shareholders? .…………… TIMESTAMPS (00:00) Introduction (02:35) A better business than Franco (04:24) Why is Tether doing a ro...
Jun 12, 2025•37 min
How does a shell company turn into Australia’s biggest goldminer, capped at nearly $30 billion? In this episode, we unpack the fascinating story of NorthernStar — from 2c a share to over $20, securing world-class assets across multiple continents, including the Australia’s greatest gold mine, the Super Pit . We trace the company’s journey, get in the weeds on their M&A approach, and highlight the characters who shaped it — with a focus on the early days at Paulsens , the deal that set Northe...
Jun 07, 2025•1 hr 38 min
Today we’re sharing our conversation with Taylor McKenna of Kopernik Global Investors. We’ve long wanted to chat with Kopernik, given their strong value investing orientation, the fantastic research papers they’ve shared and their eclectic portfolio. And our conversation didn’t disappoint. Taylor shared the Kopernik philosophy, before expanding on why they like platinum group metals, gold and lithium, as well as thoughts on copper and uranium equities, amongst many topics. This interview was rec...
Jun 05, 2025•52 min
For today’s show we welcome back the Koala. It’s been a busy period of big announcements on the global mining stage, with Rio’s CEO announcing his resignation, Glencore seemingly prepping for a deal, Harmony Gold bidding for MAC, Adriatic and Dundee appearing on the cusp of a deal, Alphamin outshining Metals X and NexGen highlighting the prospectivity of the Athabasca Basin. Who better to pick this all apart with? Find the Koala on Twitter here: https://x.com/YellowLabLife …………… TIMESTAMPS (00:0...
Jun 01, 2025•45 min
On the show today we’re joined by Neil Ringdahl to pick apart the challenges at Ivanhoe’s Kamoa-Kakula. Neil technical background made him the perfect person to walk us through the news that shook Ivanhoe. The seismic events & flooding that’ve disrupted Africa’s biggest copper mine has put an already jumpy copper market on edge, providing plenty of talking points. In addition, the Koala jumped on with us to share perspectives on why this led to such a volatile 25%+ drop, and what could happe...
May 30, 2025•46 min
Today’s show covered it all, from a deep dive into WA gold to what it takes to turn a company into an institutional-grade powerhouse. From the Genesis deal to snap up Focus Minerals’ Laverton project, to the growth plans, we picked it apart. Plus, what’s brewing at Sunrise Dam, Regis Resources, and Magnetic Resources? And where does a potential Genesis-Vault merger fit into the picture? …………… TIMESTAMPS (00:00) Introduction (00:41) Unpacking Genesis' Deal (03:50) “4Moz” – Should we be Sceptical?...
May 27, 2025•36 min
This week, we hit the Fin’s Mining Summit and rubbedshoulders with the who’s who of Australia’s mining elite. We decide to break down the big themes everyone’s debating — who’s really top dog in iron ore, which miners should do a copper deal, how to make Australia #1 in mining as well as plenty of cracking one-liners. Plus, Adriatic Metals lit up the market after revealing talkswith Dundee Precious, so naturally, we ripped into who likely leaked it, why, and what will come next. …………… TIMESTAMPS...
May 23, 2025•38 min
Xanadu finally received a cash bid, but it came from anunexpected bidder. We’re hooked and naturally, we explore the likelihood of a bidding war should Zijin feel the pressure to bid now. The most publicised sale process at the moment has to beRavenswood Gold. Amazingly, there’s only two bidders left. One of which is Regis, and we tell you why we don’t really think Regis will buy it. Plus, we kick off by sharing some feedback from the Money Miners we’ve received over the last two days. …………… TIM...
May 20, 2025•32 min
Commodity trader Bentley Attebery and China macro analyst Rogan Quinn join us for a unique conversation. The pair delve into the current dynamics of commodity markets, particularly focusing on China's economic activities and their impacts on metals, property, and renewable markets. They explore China's cyclical stabilisation, the state of the real estate market, US tariffs' effects on global trade, as well as niche metals and newer commodities. This interview was recorded on 13 May 2025. Timesta...
May 18, 2025•1 hr 26 min
In today’s episode, we invited on Dave Franklyn of Argonaut Funds Management. We thoroughly enjoyed this conversation, which traversed many topics, including how to make sense of the macro environment, why Dave never compromises on stock quality, how he positions in times of uncertainty, the lessons he’s learnt along his investment journey and his thoughts on a host of individual stocks. We hope you enjoy the chat. Chapters: (0:00:00) Introduction (0:00:44) Dave Franklyn back on MoM (0:01:25) Th...
May 16, 2025•55 min
It’s been a big week at Money of Mine, so we start today’s show with an open yarn about it. To get back into the swing and talk about what we’re fascinated by, we dove in a big story. Why Liontown has run so hard and what the futures holds for them. And we decided to include an open discussion we had after ripping the episode. Sign-up for the Director’s Special Chapters: (00:00) Changes at Money of Mine (09:24) What health is Liontown in (15:13) The balance sheet. (25:50) Why has LTR run so hard...
May 15, 2025•50 min
Will Thomson of Massif Capital has a unique way of thinking about opportunities so we were thrilled to cover topics including tin and the DRC, copper and Zambia, USA’s growing understanding of mineral importance, gold miners in the Americas and some fascinating thoughts on the investment business. Follow Will on Twitter @wmthomson22 Sign-up for the Director’s Special Chapters: (00:00:00) Introduction: Will Thompson (00:02:30) Macro View: Resources vs. Mag 7 (00:08:00) Navigating Market Uncertain...
May 09, 2025•1 hr 5 min
Fund manager, David Finch of Ixios Asset Management kindly joined us to explore the full spectrum of mining equites. We largely discuss the state of gold miners who will be flush with cash at current gold prices. The question on David’s mind: which ones will allocate that cash best? Plus we explore the more ‘out of favour’ commodities on David’s mind. Sign-up for the Director’s Special Chapters: (0:00) Preview (0:17) David Finch joins, state of gold miners today (5:50) Exemplary Capital Manageme...
May 07, 2025•1 hr 11 min
Today’s show is a fantastic chat with fund manager Rick Squire. We covered a heap of ground, from the possibility of a rare earths rebound, to where there’s value in the gold sector, as well as prioritising companies of scale, potential natural resources M&A and who’ll benefit from a lithium run up. Enjoy the yarn! Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money...
May 05, 2025•1 hr 7 min
A quick wrap up for the week as we rapid fire run through the five most interesting deals of the week. Plus we can't let the late quarterly reporters get away without our signature Name and Shame segment. Sign-up for the Director’s Special daily email. Chapters: (0:00) Introduction (2:13) The top 5 deals of the week (11:16) Name and Shame ASX Late Reporters Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter cod...
May 02, 2025•19 min
In today’s show we had the pleasure of chatting with junior mining specialist John Forwood. John is a wealth of knowledge when it comes to the explorers, so we picked his brain on interesting commodities, where pockets of value are, what he think deserves more attention and how he think M&A has evolved in parts of the market. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for Global Resources Innovation Expo (GRX) exclusivel...
May 01, 2025•51 min
We’re in the thick of quarterlies now, so we plucked out 2 of the most fascinating stories to chat about. First up we dived into MinRes, who saw their stock rocket 15%+ on the back of their release. And for our second story, we peeled back the layers at Emerald Resources, looking at the opportunities that lie ahead for the miner with 2 growth projects. Sign-up for the Director’s Special Chapters: (0:00:00)Introduction (0:02:22)MinRes ease fears, for now (0:31:35)Why the bad quarter at Emerald Pl...
Apr 29, 2025•49 min
We start the week with a bit of shareholder activism, as Datt Capital launched a 249D to make some board changes at gold exploration bolter Koonenberry. Our second story for the day is a gold Merger of Equals, with Alkane and Canadian listed Mandalay Resources tying the knot, to create a $1B gold producer. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Aus...
Apr 28, 2025•41 min
Given all that’s transpired in markets lately, we felt overdue a discussion Perennial Value Management’s Sam Berridge. As always, Sam shared his thorough and nuanced perspectives on a range of topics, starting with the macro environment and the implications for gold, the disparity between bullion and equities, learnings on management incentives, hedging risk in a volatile market and what other commodities are appealing to him, amongst many more subjects. Sign-up for the Director’s Special Please...
Apr 25, 2025•1 hr 14 min
Why this ‘Big Short’ billionaire bought a gold mine? Also, are Liontown slowly making it work? Along with Paladin’s rebound on quarterly pounds and Albanese’s announcement of a strategic minerals reserve. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members enter c...
Apr 24, 2025•57 min
With gold rocketing, we start the show by running through interesting undeveloped Aussie gold projects flying under the radar. Next we move to MP Materials, which has been caught in the cross hairs of the trade war, followed by an ‘around the grounds’ chat of all the big news from the past couple days, including, Bellevue, WA1, Gorilla Gold, CZR, Strickland, Santana, Deep Yellow & De Grey. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted ticket...
Apr 22, 2025•47 min
Sam Broom, Investment Executive at Sprott, returns after his XMAS 2024 cameo. Sam loves looking at which sectors have been punished for a long time, anticipating when they are going to re-emerge. We talked precious metals (gold booming vs platinum struggling), Vanadium, Royalties and Mining in America. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmin...
Apr 21, 2025•44 min
It had been far too long, so for this special episode, we invited back Joe “Mr Lithium” Lowry. We discussed Joe’s fantastic recent write-up on the evolution and geopolitical strategy at play in the lithium sector, what the West can do going forward, the winners from recent M&A, the lithium markets sentiment, and finally, in a turning of the tables, Joe fires a few questions at us. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets availab...
Apr 18, 2025•1 hr 7 min
We’re in quarterly season now, with the cash building Genesis grabbing our attention first up. Next, we ventured east to chat about the rise and rise of Aurelia, as their Federation mine comes to the fore. Lastly, we look at a concerning but consistent trend gaining steam in West Africa, and how Gold Fields has been caught up in amongst it. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for Global Resources Innovation Expo (GRX)...
Apr 17, 2025•39 min
Copper hopeful Prospect Resources has tied up a strategic investment from neighbour First Quantum at a premium, seeing their stock jump. Greatland Gold saw a solid result, and we dive into how rare earths are taking centre stage in the global trade war. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout fo...
Apr 15, 2025•42 min
There’s only one story to chat about today… Bellevue. We go into the ins & outs of the new mine plan, the capital raise, the prospects of a takeover and a whole heap more. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members enter code MOMNM at checkout for $16...
Apr 14, 2025•53 min
Matthew Fist, Portfolio Manager of the Firetrail Small Cap fund, breaks down how he’s making sense of markets, his preference to focus on bottom-up fundamentals in times of macro volatility, and how he’s positioning the fund across commodities, including detailed thoughts on a host of gold, copper, lithium and uranium miners. Sign-up for the Director’s Special Chapters: (0:00) Introduction (3:01) How to feel about markets right now (11:58) Impact of a trade war? (15:45) Lithium reflections from ...
Apr 11, 2025•1 hr 4 min
As global markets rocketed, tin got smashed on the back of the news that Alphamin would be making a staged restart of the Bisie mine. We then delved into the latest in the Gold Road – Gold Fields saga, with the target seemingly playing its part in the “takeover dance.” Finally, Minerals 260 has completed its acquisition of Bullabulling and received a $220m raise to boot. Chapters: (0:00) Introduction (2:21) Alphamin is Back, Tin Down (17:04) Gold Road x Gold Fields Drama (37:04) MI6 trades with ...
Apr 10, 2025•39 min
Today’s show is a great discussion with the vastly experienced Alan Broome. We looked at what the mines of the future will look like, where the low hanging fruit is in respect to innovation, how Australia can stay ahead of the curve, what it means for those working in the industry and a whole bunch more. This episode was made in partnership with Austmine's GRX Conference. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for Global...
Apr 09, 2025•54 min
There are lots of unknowns in the ever-evolving lithium market: think supply, demand, geopolitics, technology and battery chemistry. Today, emerging young gun Daniel Rau joins us to discuss this. We explore the current market structure challenges, cost curve steepness, DLE technology, geopolitical forces and much more. You can read more of Daniel’s insights on his Twitter account: https://x.com/drauwsy Sign-up for the Director’s Special Chapters: (00:00) Introduction (02:54) Supply and Demand No...
Apr 08, 2025•1 hr 22 min
