Where mining meets equity markets, and noise gets cut to signal. We unpack the stories moving commodities, companies, and capital without the fluff. Featuring candid conversations with fund managers, executives, and commodity specialists. Hosted by Travis Ricciardo and Jonas Dorling.
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The Art of Commodity Investing (Taylor McKenna of Kopernik)
Thursday, June 5, 2025 • Duration 51:38
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 recorded on 30 May 2025
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TIMESTAMPS
(00:00) Preview
(01:00) Introduction
(03:35) Kopernik's Investment Strategy
(05:04) Understanding Cyclical Markets
(06:16) Valuation Metrics in Mining
(08:06) Platinum and Palladium Market
(11:16) Navigating Geopolitics
(17:30) Impala vs Zimplats
(20:58) Gold as a Long-Term Investment
(26:12) Opportunities in Gold Mining
(27:49) Newmont's Strategic Moves
(31:18) Investment Strategies in Small Companies
(39:34) Uranium Market
(41:30) Lithium Market
(48:08) Navigating Political Risks in Mining
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Join 12k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining
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PARTNERS
Thank you to the mining services businesses that make this content possible:
All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer.
Why Mega Deal "GlenTinto" is On (with Koala)
Sunday, June 1, 2025 • Duration 44:40
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
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TIMESTAMPS
(00:00) Introduction
(01:37) Rio-Glen: Back on?
(03:18) Why Jakob left
(13:20) Is Glencore Desperate?
(20:34) Will GLEN’s weak stock stop a deal
(24:58) The appeal of NexGen
(32:04) Will Harmony have an interloper for MAC
(34:44) The clock ticks for Adriatic - Dundee
(37:11) Alphamin vs Metals X
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Join 12k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining
……………
PARTNERS
Thank you to the mining services businesses that make this content possible:
Grounded - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: pn@groundedgroup.com.au
Fund Manager David Finch has message for Gold Miners
Wednesday, May 7, 2025 • Duration 01:10:44
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.
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
Non-members enter code MOMNM at checkout for $160 off your registration.
Brisbane, 20 - 22 May, 2025
We Check Out These Small Cap Bolters
Tuesday, November 5, 2024 • Duration 01:03:34
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.
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.
Paulo Macro - Rolling Bubbles in Commodity Markets
Friday, November 1, 2024 • Duration 01:45:11
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.
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.
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.
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.
Cailey Barker: Geologist, Fund Manager, Streetfighter
Friday, October 25, 2024 • Duration 01:21:24
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.
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All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer.
(1:05:53)Due diligence and network of big money managers
(1:10:00)Cailey's biggest misses
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