Money of Mine

By Mineral Media

What's Money of Mine about?

An ex-underground miner, an ex-investment banker, and an ex-equity research guy breaking down the mining news of the day. It's a bit of entertainment, information, and occasionally some alpha. 

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Money of Mine episodes:

05.16.2024
BHP-Anglo – the time is now
This one’s all about the BHP-Anglo deal. We set the scene, then give an overview of what’s happened over the past few days. Next we step through Anglo’s strategy, sharing our thoughts go what’s being kept and what’s going, before...
05.14.2024
The art of M&A investing with Ben Bailey
We’ve got a great interview to share with Ben Bailey of risk arb fund Harvest Lane. This one is all about the deals, the bread and butter of Harvest Lane, and we cover plenty, including the takeover of Azure (AZS)/Gina/SQM,...
05.13.2024
What were NexGen thinking?
We’ve got some fascinating stories to chat about, starting with the shocking fraud news out of Canada from Red Pine Exploration (RPX.v). Next, we share our thoughts on the bizarre decision for NexGen (NXG) to sign a con note to...
05.10.2024
The Man on a Mission to Overhaul Karoon (Gabriel Radzyminski Interview)
Our guest today is Gabriel Radzyminski, founder of activist hedge fund Sandon Capital. Gabriel outlined the state of activist investing in Australia and why he started the fund, how he picks opportunities, his recently announced campaign at Karoon Energy, his...
05.09.2024
Our chat with Rene Sterk, Geologist Renegade
We’ve got a cracking chat with Rene Sterk to share today. Rene is a geologist who is busy on many fronts, with a passion for the industry that can be felt. We discussed how and why JORC is changing, how...
05.07.2024
The PGM Opportunity (Roger Baxter Interview)
We had Roger Baxter come on the show to chat all things PGM’s. Plenty of ground was covered from the current supply-demand set up, what the state of South African operations are, how a rapid adoption of hybrid vehicles will...
05.06.2024
What tin price satisfies demand? (Mark Thompson + Hadley Natus)
We have a treat for the tin barons – a two-in-one special all on tin! Mark Thompson and Hadley Natus joined us in to separate conversation to give the lay of the land on the tin bull thesis, how demand...
05.03.2024
Saving Junior Mining (David Finch Interview)
Our guest today is David Finch, CEO of Ixios Asset Management. David recently shared a much-publicised tweet on the rules that the junior mining industry should abide by to help lift the sector out of its malaise. The post naturally...
05.02.2024
We name & shame ASX co.’s
It’s name & shame time! We call out those companies who were a bit too lax in there quarterly reporting. Then, a fascinating dive into manganese with Tony Gu of Datt Catipal, following the recent events at Groote Eylandt. We...
04.30.2024
Copper contenders vs. pretenders
We spoke about IGO’s numbers, Sandfire’s hiccup, Azure’s FIRB approval, activism at Karoon, Ravensthorpe shutting down, Tietto’s board changing their mind, MAC’s CSA opaque reporting, Cyprium trying to turn around Nifty and Aeris’ copper torque. Sign-up for the Director’s Special ...
04.29.2024
The Anglo American Endgame
We start with the latest BHP-Anglo, then check in on Liontown’s (LTR) update. It’s off to Sierra Leone next for the latest twists and turns in the Fumble in the Jungle (SRX), and onto Boss Energy’s (BOE) opaque management departures...
04.26.2024
Will BHP get Anglo… Eventually?
BHP eye off Anglo American. Wow. We also got round to chatting about Chalice’s (CHN) bizarre buying in Encounter (ENR) stock, Lynas’s (LYC) cost blowout at Kalgoorlie, Metals X’s (MLX) disappointing quarter of production and Equinox (EQX.nyse) scooping up the...
04.24.2024
Is tin the next uranium? (Brian Laks interview)
On the show today we had Brian Laks, co-chief investment officer of Old West, an LA-based investor. Brian has gone deep into a number of the markets that we love chatting about, and we had a great time talking about...
04.23.2024
Will LIC Activism Upend Aussie Funds Management? (WAM Interview)
Here’s our interview with Geoff Wilson and Cooper Rogers of Wilson Asset Management, one of the biggest players in the Australian funds management world. JD sat down with the pair to hear how the LIC manager is seeing the current...
04.22.2024
S32’s GEMCO damage revealed + BSE’s 188%-premium takeover
First up, the big one, South32 (S32) finally shared an update on Groote Eylandt amongst their quarterly. Then, we got into the detail at Ramelius (RMS) who had a bumper quarter and onto Base Resources (BSE) who copped a huge...
04.19.2024
Uranium Mining all the way to Nuclear Power – Mike Alkin interview
Mike Alkin is the Chief Investment Officer and Founder of Sachem Cove Partners, a specialty Uranium fund based in New York. This is an extremely high-level discussion around everything Uranium, from the mining all the way to enrichment and power...
04.18.2024
Gold Quarterlies: Performers vs. Disappointers
Today we did a tour around through the gold producers who reported quarterlies, including Bellevue (BGL), Genesis (GMD), Catalyst (CYL) and Tietto (TIE), then onto Spartan (SPR) who’re doing a big $80m raising. AIC Mines’ (A1M) quarterly got a segment...
04.16.2024
Miners get Hit with Big Down Day
We started today with a deep dive into Spartan (SPR) on the back of recent results, followed by a breakdown of Macmahon (MAH) acquiring Decmil (DCG). Next, we discussed the latest in Gold Road’s potential Greenstone interest, then Pantoro’s quarterly...
04.15.2024
Gold Road Crashes on Raising Rumours for Billion Dollar Deal
Plenty to chat about today, with Gold Road (GOR) taking the top story, confirming their interest in Greenstone Gold, and following on with the theme of gold, Predictive Discovery (PDI) releasing their Bankan PFS. The US & UK’s decision to...
04.12.2024
Make-or-break mining projects (Nathan Stoitis Interview)
Metallurgy is a part of mining that isn’t often spoken about but can dictate the outcome. Nathan Stoitis broke things down for us, including why recoveries are a function of grade, the tricks company’s do to make projects look good,...
04.11.2024
Is the commodity “supercycle” starting?
We’ve got a bit of a different episode today. Metals prices have been ticking up, so we did a broad check-in on a range of metals including gold, silver, manganese, zinc, copper & nickel, before going very deep into the...
04.09.2024
Why MINs bailed out of DVP + What’s the next gold deal?
Today kicked off with a chat about the news that MinRes (MIN) had sold out its 14% stake in Develop (DVP) to a group of investors, before getting into a gold speculation, touching on Westgold, Karora, Ramelius, Northern Star, De...
04.08.2024
Karora and Westgold in $2.2b deal and is the Azure deal at risk!?
Two big stories grabbed our attention today. We started by chatting about the curious trading in Azure (AZS) stock on the day of the EGM which we attended, followed up by the big gold merger between Westgold (WGX) and Karora...
04.05.2024
Why the exploration funding model is broken (Ahmad Saleem Interview)
We had the delight of interviewing Ahmad Saleem on everything exploration. Ahmad is a master of many trades. He’s a geologist, he’s started numerous businesses and has worked in private equity amongst many roles. We spoke about whether the...
04.04.2024
The Fumble in the Jungle continues, WR1 go bargain hunting
We’ve got three big stories to chat about today. Firstly, The Fumble in the Jungle (or The Battle for Sierra Rutile) has had some exciting developments that we give coverage to. Secondly, Winsome’s (WR1) announced an option to buy the...
04.03.2024
Compare the Pair: Westgold vs Ramelius
Quarterly season has begun! We kick off with diverging reports from Westgold (WGX) and Ramelius (RMS) then move onto Regis (RRL) which disappointed with updated figures from McPhillamy’s. Next up we chatted about some speculation from the Director’s Special which...
04.02.2024
Who’s Karora’s mystery suitor? + Finally, a QLD Copper Deal
We’ve got plenty to talk about after the long Easter break, starting with rumours of what Karora business combination could look like. Naturally, we tied Westgold (WGX), Ramelius (RMS) and Pantoro (PNR) into the conversation. Hammer (HMX) & Carnaby (CNB)...
03.28.2024
Our Most Open Discussion on Shorting (Will Thomson Interview)
Our conversation with Will Thomson of Massif Capital covered plenty of ground including the art of short selling as well as specific company shorts, the change in sentiment around copper, the long & short of lithium, whether uranium is misunderstood,...
03.27.2024
Albemarle looks to spark the market with $1,300/t sale
Mining news is all go, with Albemarle (ALB.nyse) trying to grab the attention of the lithium market through an auction sale, leading to us yarning about the state of the lithium market. The Battle of Sierra Rutile (SRX) has become...
03.26.2024
29M sinks while copper rips
We start todays show with the most eye-catching story, the unfortunate announcement that 29M have suspended operations and are back to square one at Capricorn Copper. Following on with the Copper theme, we discussed the eye-catching rumours that Copper treatment...
03.25.2024
Pilbara picks a partner while SRX gets entertaining
Pilbara Minerals (PLS) kick starts the show by finally sharing more on its downstream plans while Genesis (GMD) vied for our attention with the big 5-year strategy. Brightstar (BTR) is tying the knot with unlisted Linden whilst raising capital and...
03.22.2024
The Battery Metals Opportunity (Matt Fernley Interview)
Money Miners, we’ve got the interview for all your battery metals questions We had a conversation with Matt Fernley (founder of Battery Materials Review & Head of Research at Westbeck Capital) to talk about lithium cost curves, inventories, Chinese dominance,...
03.21.2024
The Report that Shaved $250 Million from IGO Today
We’ve got a big one Money Miners. We started the show by dissecting a bearish report written on IGO, before discussing the latest news from Develop (DVP). Next, we pulled apart Sierra Rutile (SRX) in one of the year’s most...
03.19.2024
Bellevue RAISE vs NO-RAISE
We ripped into the show with a chat on Bellevue’s (BGL) grade control drilling and asked the question – will they rattle the tin again? Next, we delved into some intriguing posts by Develop (DVP) and Global Lithium (GL1) after...
03.18.2024
What is the MinRes Lithium Strategy?
There’s was plenty of news to start the week, with MinRes (MIN) buying Lake Johnston off Poseidon (POS), South32’s (S32) GEMCO operations being hit by Cyclone Megan and the Battle of Nyanzaga draws one step closer to an end (ORR,...
03.15.2024
Rick Rule on picking "hated" sectors
We got the big man Rick Rule on to take the temperature on explorers, numerous commodities and where there’s value in the market. Our conversation covered some of the nuances in the uranium market, whether lithium is hated enough yet,...
03.14.2024
Ben Cleary on Why Tribeca has just gone Activist on Glencore (BONUS EP)
This is a bonus episode today Money Miners. Matty managed to come into the studio early on his birthday for it too. It's juicy - Tribeca has gone activist on Glencore and Ben Cleary has dialled in. Ben is portfolio manager...
03.14.2024
Will Liontown & Arafura secure funding?
We’ve got a big one Money Miners. First up, Liontown’s (LTR) funding commitment as well as Pilbara’s (PLS) pre-auction sale. Next, we touch on Arafura’s (ARU) big funding announcement, the weather events hitting goldies including Gold Road (GOR) & Westgold...
03.12.2024
Fundie Roundtable: Rusty & Kav on Commodities
Money Miners we’ve got a treat. Anthony Kavanagh + Rusty Delroy visited the studio for an outstanding chat on all things commodities. We pick the brains of these two on: - Lithium (price floors/ceilings, LTR, PLS, PLL, China manipulation) - Platinum Group...
03.11.2024
Gold is flying – what M&A is next?
Plenty of news to get the week going, with the gold price flying we rip right into the big movers and speculate on why Spartan (SPR) is doing the publicity rounds. We then touch on Capricorn Metals (CMM) downpour and...
03.08.2024
How to Buy Discoveries while they’re still Cheap - with Tom Woolrych
Thomas Woolrych of Deutsche Rohstoff joins us in studio for a wide-ranging conversation. Tom is a geologist by background and he even wrote the book (for children) on the topic. We chat about the lithium market dynamics and Tom’s view...
03.07.2024
Will this be Deep Yellow’s last capital raise?
We’ve got some big talking points today with MinRes in the media again for various reasons… the question is, who’s incentivised by what story? Deep Yellow (DYL) are doing a big capital raise, but we couldn’t help but ask the...
03.05.2024
Why did Albemarle raise >US$2b?
Plenty to chat about as Albemarle (ALB.nyse) rattles the tin in a big way whilst 29 Metals (29M) made a change at the top. The Battle for Nyanzaga rumbles on with OreCorp’s (ORR) AGM being held late last week while...
03.04.2024
Cleaning the CONVERTIBLE NOTE – with Dan Porter
We’ve got a fascinating chat in store for the Money Miners, our chat with Dan Porter of Pure Asset Management. Dan has plenty of experience as an analyst covering resources, mining services and the energy sector to name a few,...
03.01.2024
URANIUM Bull Thesis - Ben Finegold from Oceanwall
Strap yourselves in Money Miners we’ve got a U bonanza. We chat with Ben Finegold of Oceanwall who’s done nothing but read about uranium for the last 4 years. He’s a wealth of knowledge on Kazakhstan, the sulphuric acid issues,...
02.29.2024
Have S32 Made the Right Call Selling Illawarra?
We start with the hottest news of the day, South32 (S32) selling one of their strongest cash producing assets Illawarra. Next, we dive into Emerald Resources (EMR) half year result showing solid performance in Cambodia couple with a difficult time...
02.28.2024
Is this different at Davyhurst + is Strike on the block?
Ora Banda’s (OBM) got the ball rolling today with exploration results, a company update then bang! Capital raise. Next cab off the rank was West African (WAF) with an update on Kiaka, then Core Lithium (CXO) cancelling their mining services...
02.27.2024
Capricorn’s financial gymnastics + an intriguing block trade at YAL
Capricorn’s (CMM) ‘record’ half year result got us rolling today as we put a magnifying glass over their hedge book, before we moved onto why there could be much more than first meets the eye when glancing at a $200m...
02.26.2024
Who’ll buy Telfer? + Why Alcoa finally bid for Alumina
We’ve got M&A; and plenty more potential M&A; today. Newmont (NEM) announced their intention to sell off sub-tier 1 assets, which led us to picking apart Havieron & Greatland Gold (GGP.lon). Then the big deal, Alcoa (AA.nyse) announced their plans...
02.23.2024
Separating Value from Traps with Activist Investor Jeremy Raper
For a weekend special we had a chat with value-investing/social-activist Jeremy Raper. Jeremy has banking & hedge fund experience as well as writing a popular investing newsletter sharing his insights. He looks for value opportunities with key catalysts that’ll unlock...

What's Money of Mine about?

Download our free app to listen on your phone

Money of Mine episodes:

BHP-Anglo – the time is now

The art of M&A investing with Ben Bailey

What were NexGen thinking?

The Man on a Mission to Overhaul Karoon (Gabriel Radzyminski Interview)

Our chat with Rene Sterk, Geologist Renegade

The PGM Opportunity (Roger Baxter Interview)

What tin price satisfies demand? (Mark Thompson + Hadley Natus)

Saving Junior Mining (David Finch Interview)

We name & shame ASX co.’s

Copper contenders vs. pretenders

The Anglo American Endgame

Will BHP get Anglo… Eventually?

Is tin the next uranium? (Brian Laks interview)

Will LIC Activism Upend Aussie Funds Management? (WAM Interview)

S32’s GEMCO damage revealed + BSE’s 188%-premium takeover

Uranium Mining all the way to Nuclear Power – Mike Alkin interview

Gold Quarterlies: Performers vs. Disappointers

Miners get Hit with Big Down Day

Gold Road Crashes on Raising Rumours for Billion Dollar Deal

Make-or-break mining projects (Nathan Stoitis Interview)

Is the commodity “supercycle” starting?

Why MINs bailed out of DVP + What’s the next gold deal?

Karora and Westgold in $2.2b deal and is the Azure deal at risk!?

Why the exploration funding model is broken (Ahmad Saleem Interview)

The Fumble in the Jungle continues, WR1 go bargain hunting

Compare the Pair: Westgold vs Ramelius

Who’s Karora’s mystery suitor? + Finally, a QLD Copper Deal

Our Most Open Discussion on Shorting (Will Thomson Interview)

Albemarle looks to spark the market with $1,300/t sale

29M sinks while copper rips

Pilbara picks a partner while SRX gets entertaining

The Battery Metals Opportunity (Matt Fernley Interview)

The Report that Shaved $250 Million from IGO Today

Bellevue RAISE vs NO-RAISE

What is the MinRes Lithium Strategy?

Rick Rule on picking "hated" sectors

Ben Cleary on Why Tribeca has just gone Activist on Glencore (BONUS EP)

Will Liontown & Arafura secure funding?

Fundie Roundtable: Rusty & Kav on Commodities

Gold is flying – what M&A is next?

How to Buy Discoveries while they’re still Cheap - with Tom Woolrych

Will this be Deep Yellow’s last capital raise?

Why did Albemarle raise >US$2b?

Cleaning the CONVERTIBLE NOTE – with Dan Porter

URANIUM Bull Thesis - Ben Finegold from Oceanwall

Have S32 Made the Right Call Selling Illawarra?

Is this different at Davyhurst + is Strike on the block?

Capricorn’s financial gymnastics + an intriguing block trade at YAL

Who’ll buy Telfer? + Why Alcoa finally bid for Alumina

Separating Value from Traps with Activist Investor Jeremy Raper

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