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TitlePub. DateDuration
The Art of Commodity Investing (Taylor McKenna of Kopernik)05 Jun 202500:51:38

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

.……………

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

……………

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:

⁠⁠⁠⁠⁠Mineral Mining Services⁠⁠⁠⁠⁠ – Your preferred mining contractor - 1300 546 117

⁠⁠⁠⁠⁠Grounded⁠⁠⁠⁠ - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: pn@groundedgroup.com.au

⁠⁠⁠⁠⁠Sandvik Ground Support⁠⁠⁠⁠⁠ – The only ground support you’ll ever need

⁠⁠⁠⁠⁠CRE Insurance⁠⁠⁠⁠⁠ – Insurance Brokers for the construction, resources and energy sectors | davidh@creinsurance.com.au +61 2 9493 6100

 ⁠⁠⁠⁠⁠K-Drill⁠⁠⁠⁠ – Safe, reliable, and productive surface RC drilling | Ryan O'Sullivan: ryan@k-drill.com.au +61 427 783 190

 ⁠⁠⁠⁠⁠Cross Boundary Energy⁠⁠⁠⁠⁠ – Independent power producer for the global mining industry | tim.taylor@crossboundary.com +61 466 184 943

……………

FOLLOW & CONNECT

• YouTube: ⁠⁠⁠⁠⁠@MoneyofMine⁠⁠⁠⁠⁠

• Twitter / X: ⁠⁠⁠⁠⁠@moneyofminepod⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠

• Travis Ricciardo: ⁠⁠⁠⁠⁠@TRAVmoneyofmine⁠⁠⁠⁠⁠⁠

• Jonas Dorling: ⁠⁠⁠⁠⁠@JDmoneyofmine⁠⁠⁠⁠⁠⁠

• Email us Word on the Decline: gc@moneyofmine.com

……………

JOIN THE GROUP CHAT

• Step 1: Join the ⁠⁠⁠⁠⁠Money Miners Facebook Group⁠⁠⁠⁠⁠

• Step 2: Request access to the ⁠⁠⁠⁠⁠HOOTEROO chat⁠⁠⁠⁠⁠

……………

DISCLAIMER

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)01 Jun 202500:44:40

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

……………

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

……………

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:

⁠⁠⁠⁠Mineral Mining Services⁠⁠⁠⁠ – Your preferred mining contractor - 1300 546 117

⁠⁠⁠⁠Grounded⁠⁠⁠ - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: pn@groundedgroup.com.au

 ⁠⁠⁠⁠Sandvik Ground Support⁠⁠⁠⁠ – The only ground support you’ll ever need

⁠⁠⁠⁠CRE Insurance⁠⁠⁠⁠ – Insurance Brokers for the construction, resources and energy sectors | davidh@creinsurance.com.au +61 2 9493 6100

 ⁠⁠⁠⁠K-Drill⁠⁠⁠ – Safe, reliable, and productive surface RC drilling | Ryan O'Sullivan: ryan@k-drill.com.au +61 427 783 190

⁠⁠⁠⁠KCA Site Services⁠⁠⁠ – Workforce and equipment solutions for mining and civil projects | admin@kcasiteservices.com.au 1300 143 947

 ⁠⁠⁠⁠Black Diamond Drilling Services⁠⁠⁠⁠ – Drilling consumables supplier for the mining industry support@bddrill.com.au +61 450 944 489

 ⁠⁠⁠⁠Cross Boundary Energy⁠⁠⁠⁠ – Independent power producer for the global mining industry | tim.taylor@crossboundary.com +61 466 184 943

……………

FOLLOW & CONNECT

• YouTube: ⁠⁠⁠⁠@MoneyofMine⁠⁠⁠⁠

• Twitter / X: ⁠⁠⁠⁠@moneyofminepod⁠⁠⁠⁠

⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ | ⁠⁠⁠⁠Instagram⁠⁠⁠⁠ | ⁠⁠⁠⁠Facebook⁠⁠⁠⁠

• Travis Ricciardo: ⁠⁠⁠⁠@TRAVmoneyofmine⁠⁠⁠⁠⁠

• Jonas Dorling: ⁠⁠⁠⁠@JDmoneyofmine⁠⁠⁠⁠⁠

• Email us Word on the Decline: gc@moneyofmine.com

……………

JOIN THE GROUP CHAT

• Step 1: Join the ⁠⁠⁠⁠Money Miners Facebook Group⁠⁠⁠⁠

• Step 2: Request access to the ⁠⁠⁠⁠HOOTEROO chat⁠⁠⁠⁠

……………

DISCLAIMER

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.

Fund Manager David Finch has message for Gold Miners07 May 202501:10:44

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.

 

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 Management (AEM)

(8:10)  Growth M&A vs. Per-Share Value

(13:35)  China's Strategic Gold Accumulation

(16:00)  Portfolio Strategy: Quality vs. Leverage

(20:00)  Australia vs. Canada

(29:40)  Transition Metals: Copper Outlook

(48:30)  Contrarian Views & Copper Stock Value

 

--

 

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 $160 off your registration.


 Brisbane, 20 - 22 May, 2025

 

Thank you to our Partners:

 

Mineral Mining Services – Your preferred mining contractor

 

https://www.mineralminingservices.com.au/join-us/ - 1300 546 117

 

Grounded - Infrastructure for remote mining and civil projects Australia wide

 

Paul Natoli - pn@groundedgroup.com.au

 

Sandvik Ground Support – The only ground support you’ll ever need

 

http://www.rocktechnology.sandvik/groundsupport

 

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

 

davidh@creinsurance.com.au - +61 2 9493 6100

 

K-Drill – Safe, reliable, and productive surface RC drilling

 

drew@k-drill.com.au - +61 416 015 876

 

KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance

 

admin@kcasiteservices.com.au – 1300 143 947

 

Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries

 

support@bddrill.com.au - +61 450 944 489

 

Cross Boundary Energy – Independent Power Producer for the global mining industry

 

tim.taylor@crossboundary.com - +61 466 184 943  

 

Buy Money of Mine MERCH

 

Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.

 

Money of Mine on YouTube, Twitter, LinkedIn & Instagram

We Check Out These Small Cap Bolters05 Nov 202401:03:34

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.

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@groundedgroup.com.au

 

CrossBoundary Energy – Can-do independent power producer

 

tim.taylor@crossboundary.com - +61 466 184 943

 

Sandvik Ground Support – The only ground support you’ll ever need

 

https://www.dsiunderground.com/contact

 

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

 

davidh@creinsurance.com.au - +61 2 9493 6100

 

K-Drill – Safe, reliable, and productive surface RC drilling

 

drew@k-drill.com.au - +61 416 015 876

 

Daishsat – Geophysical survey experts

 

nathan.daish@daishsat.com - +61 433 261 071

 

Buy Money of Mine MERCH

 

Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.

 

Money of Mine on YouTube, Twitter, LinkedIn & Instagram

(0:00:00)Introduction

(0:02:40)Small caps we've got our eye on

(0:23:55)Junior goldies sentiment shift

(0:30:45)Matty's big M&A predictions

MinRes Scandal to see Ellison Exit. Now What?04 Nov 202400:33:45

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 for Entree

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@groundedgroup.com.au

 

CrossBoundary Energy – Can-do independent power producer

 

tim.taylor@crossboundary.com - +61 466 184 943

 

Sandvik Ground Support – The only ground support you’ll ever need

 

https://www.dsiunderground.com/contact

 

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

 

davidh@creinsurance.com.au - +61 2 9493 6100

 

K-Drill – Safe, reliable, and productive surface RC drilling

 

drew@k-drill.com.au - +61 416 015 876

 

Daishsat – Geophysical survey experts

 

nathan.daish@daishsat.com - +61 433 261 071

 

Buy Money of Mine MERCH

 

Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.

 

Money of Mine on YouTube, Twitter, LinkedIn & Instagram

Paulo Macro - Rolling Bubbles in Commodity Markets01 Nov 202401:45:11

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. 

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@groundedgroup.com.au

 

CrossBoundary Energy – Can-do independent power producer

 

tim.taylor@crossboundary.com - +61 466 184 943

 

Sandvik Ground Support – The only ground support you’ll ever need

 

https://www.dsiunderground.com/contact

 

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

 

davidh@creinsurance.com.au - +61 2 9493 6100

 

Greenlands Equipment – Turnkey mine water management

 

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

 

K-Drill – Safe, reliable, and productive surface RC drilling

 

drew@k-drill.com.au - +61 416 015 876

 

MMTS - Mining title consultants for exploration & mining companies

 

iva.morrell@mmts.net.au

 

Australian Earthworks and Haulage - Clearing for construction, drilling, dams and rehabilitation works for mining and exploration

 

Reece Spitalny - +61 434 479 610

 

We use SPARK - Market data for active ASX Traders - https://sparktrader.com

 

Buy Money of Mine MERCH

 

Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.

 

Money of Mine on YouTube, Twitter, LinkedIn & Instagram

(0:00:00)Introduction

(0:01:30)Paulo's investing frameworks

(0:08:20)Getting hyped on uranium

(0:31:40)What next for gold

(0:36:25)Which commods will the election impact

(0:40:58)Are PGMs attractive?

(0:49:50)The structural bull market in copper

(1:06:40)Mining M&A

(1:10:30)Bullish energy 

Will we see respite for lithium miners?31 Oct 202400:57:52

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 - Infrastructure for remote mining and civil projects Australia wide

 

Paul Natoli - pn@groundedgroup.com.au

 

CrossBoundary Energy – Can-do independent power producer

 

tim.taylor@crossboundary.com - +61 466 184 943

 

Sandvik Ground Support – The only ground support you’ll ever need

 

https://www.dsiunderground.com/contact

 

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

 

davidh@creinsurance.com.au - +61 2 9493 6100

 

Greenlands Equipment – Turnkey mine water management

 

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

 

K-Drill – Safe, reliable, and productive surface RC drilling

 

drew@k-drill.com.au - +61 416 015 876

 

MMTS - Mining title consultants for exploration & mining companies

 

iva.morrell@mmts.net.au

 

Australian Earthworks and Haulage - Clearing for construction, drilling, dams and rehabilitation works for mining and exploration

 

Reece Spitalny - +61 434 479 610

 

We use SPARK - Market data for active ASX Traders - https://sparktrader.com

 

Buy Money of Mine MERCH

 

Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.

 

Money of Mine on YouTube, Twitter, LinkedIn & Instagram

(0:00:00)Introduction

(0:00:50)MINs sells gas to Gina

(0:26:05)A peek into Liontowns operations

(0:36:35)PLS puts Ngungaju on ice

(0:48:39)Meeka launch surprise raising

Fire Sale for Anglo Coal Bidders29 Oct 202400:58:10

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@mineralms.com.au - 1300 546 117

 

Grounded - Infrastructure for remote mining and civil projects Australia wide

 

Paul Natoli - pn@groundedgroup.com.au

 

CrossBoundary Energy – Can-do independent power producer

 

tim.taylor@crossboundary.com - +61 466 184 943

 

Sandvik Ground Support – The only ground support you’ll ever need

 

https://www.dsiunderground.com/contact

 

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

 

davidh@creinsurance.com.au - +61 2 9493 6100

 

Greenlands Equipment – Turnkey mine water management

 

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

 

K-Drill – Safe, reliable, and productive surface RC drilling

 

drew@k-drill.com.au - +61 416 015 876

 

MMTS - Mining title consultants for exploration & mining companies

 

iva.morrell@mmts.net.au

 

Australian Earthworks and Haulage - Clearing for construction, drilling, dams and rehabilitation works for mining and exploration

 

Reece Spitalny - +61 434 479 610

 

We use SPARK - Market data for active ASX Traders - https://sparktrader.com

 

Buy Money of Mine MERCH

 

Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.

 

Money of Mine on YouTube, Twitter, LinkedIn & Instagram

(0:00:00)Introduction

(0:00:30)Will Sandfire do a deal

(0:10:03)Speculation on Anglo's coal sale

(0:24:58)Black Cat clear the decks with raise

(0:41:53)Should Vault address their hedgebook

(0:47:47)Is their value in diamonds?

What does the future hold for MinRes?28 Oct 202400:57:24

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 – Your preferred mining contractor

 

enquiry@mineralms.com.au - 1300 546 117

 

Grounded - Infrastructure for remote mining and civil projects Australia wide

 

Paul Natoli - pn@groundedgroup.com.au

 

CrossBoundary Energy – Can-do independent power producer

 

tim.taylor@crossboundary.com - +61 466 184 943

 

Sandvik Ground Support – The only ground support you’ll ever need

 

https://www.dsiunderground.com/contact

 

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

 

davidh@creinsurance.com.au - +61 2 9493 6100

 

Greenlands Equipment – Turnkey mine water management

 

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

 

K-Drill – Safe, reliable, and productive surface RC drilling

 

drew@k-drill.com.au - +61 416 015 876

 

MMTS - Mining title consultants for exploration & mining companies

 

iva.morrell@mmts.net.au

 

Australian Earthworks and Haulage - Clearing for construction, drilling, dams and rehabilitation works for mining and exploration

 

Reece Spitalny - +61 434 479 610

 

We use SPARK - Market data for active ASX Traders - https://sparktrader.com

 

Buy Money of Mine MERCH

 

Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.

 

Money of Mine on YouTube, Twitter, LinkedIn & Instagram

(0:00:00)Introduction

(0:01:19)MINs board set the clock

(0:20:18)The takeover battle for Siren Gold

(0:28:23)Why is PDN off 20%?

(0:39:02)What's WGX's new debt for

(0:43:35)Connecting the $BTR & $AUM dots

(0:51:51)IGO decide to share less

Cailey Barker: Geologist, Fund Manager, Streetfighter25 Oct 202401:21:24

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.

Please read our Privacy Policy and Disclaimer here

Sign-up for the Director’s Special


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@groundedgroup.com.au

 

CrossBoundary Energy – Can-do independent power producer

 

tim.taylor@crossboundary.com - +61 466 184 943

 

Sandvik Ground Support – The only ground support you’ll ever need

 

https://www.dsiunderground.com/contact

 

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

 

davidh@creinsurance.com.au - +61 2 9493 6100

 

Greenlands Equipment – Turnkey mine water management

 

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

 

K-Drill – Safe, reliable, and productive surface RC drilling

 

drew@k-drill.com.au - +61 416 015 876

 

MMTS - Mining title consultants for exploration & mining companies

 

iva.morrell@mmts.net.au

 

Australian Earthworks and Haulage - Clearing for construction, drilling, dams and rehabilitation works for mining and exploration

 

Reece Spitalny - +61 434 479 610

 

We use SPARK - Market data for active ASX Traders - https://sparktrader.com

 

Buy Money of Mine MERCH

 

Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.

 

Money of Mine on YouTube, Twitter, LinkedIn & Instagram


(0:00:00)Intro

(0:01:34)Growth of passive investing

(0:07:12)Standout PE groups

(0:08:10)LSE for Mining companies

(0:10:50)Geologists in money management

(0:14:41)Good and bad historical investments

(0:20:34)Orebody quality

(0:23:11)Investing in Africa

(0:28:18)Meeting management teams

(0:34:14)ESG investing

(0:45:35)Behing the M&A curtain

(0:58:59)Different types of fund structures

(1:03:00)Rise of active ETF's

(1:05:53)Due diligence and network of big money managers

(1:10:00)Cailey's biggest misses

Quick fire + Jake Klein on China, McPhillamys and M&A24 Oct 202400:57:09

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@mineralms.com.au - 1300 546 117

 

Grounded - Infrastructure for remote mining and civil projects Australia wide

 

Paul Natoli - pn@groundedgroup.com.au

 

CrossBoundary Energy – Can-do independent power producer

 

tim.taylor@crossboundary.com - +61 466 184 943

 

Sandvik Ground Support – The only ground support you’ll ever need

 

https://www.dsiunderground.com/contact

 

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

 

davidh@creinsurance.com.au - +61 2 9493 6100

 

Greenlands Equipment – Turnkey mine water management

 

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

 

K-Drill – Safe, reliable, and productive surface RC drilling

 

drew@k-drill.com.au - +61 416 015 876

 

MMTS - Mining title consultants for exploration & mining companies

 

iva.morrell@mmts.net.au

 

Australian Earthworks and Haulage - Clearing for construction, drilling, dams and rehabilitation works for mining and exploration

 

Reece Spitalny - +61 434 479 610

 

We use SPARK - Market data for active ASX Traders - https://sparktrader.com

 

Buy Money of Mine MERCH

 

Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.

 

Money of Mine on YouTube, Twitter, LinkedIn & Instagram

(0:00:00)Introduction

(0:01:20)Did Sayona really make money?

(0:02:59)Will NST's hedgebook hurt them

(0:07:28)Metals X's wild multiple

(0:11:15)AZY re-run Minyari numbers

(0:16:24)Jake Klein on permits, China + M&A

Is India the new China? (Ian Roper Interview)22 Oct 202400:57:51

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 entertainment purposes only and is of general nature only.

 

The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.

 

MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

 

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

 

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@groundedgroup.com.au


CrossBoundary Energy – Can-do independent power producer

tim.taylor@crossboundary.com - +61 466 184 943


Sandvik Ground Support – The only ground support you’ll ever need


https://www.dsiunderground.com/contact


CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors


davidh@creinsurance.com.au - +61 2 9493 6100


Greenlands Equipment – Turnkey mine water management


Caleb.M@greenlandsequipment.com.au - +61 447 178 806

 

K-Drill – Safe, reliable, and productive surface RC drilling

drew@k-drill.com.au - +61 416 015 876


MMTS - Mining title consultants for exploration & mining companies


iva.morrell@mmts.net.au


Australian Earthworks and Haulage - Clearing for construction, drilling, dams and rehabilitation works for mining and exploration


Reece Spitalny - +61 434 479 610


We use SPARK - Market data for active ASX Traders - https://sparktrader.com

 

Buy Money of Mine MERCH


Join our exclusive Money Miners Facebook Group


Money of Mine on YouTube, Twitter

(0:00:00)Intro

(0:01:16)Did China stimulate enough?

(0:04:17)What Chinese traders are thinking

(0:11:24)Commodity outlook

(0:14:29)Will steel mills get profitable?

(0:19:22)Retail punting in iron ore

(0:21:20)The growth of India

(0:28:39)Why met coal

(0:30:53)What's happening in copper

(0:33:32)The India bear case

(0:35:24)India/Russia trade relationship

(0:38:20)Nickel & Lithium in the doldrums

(0:46:15)Alumina breaking through

(0:52:23)Does zinc still stink?

What the Ellison allegations mean for MinRes21 Oct 202400:52:36

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 nature only.

 

The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.

 

MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.


MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.


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@groundedgroup.com.au


CrossBoundary Energy – Can-do independent power producer


tim.taylor@crossboundary.com - +61 466 184 943


Sandvik Ground Support – The only ground support you’ll ever need

 

https://www.dsiunderground.com/contact


CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors


davidh@creinsurance.com.au - +61 2 9493 6100


Greenlands Equipment – Turnkey mine water management


Caleb.M@greenlandsequipment.com.au - +61 447 178 806


K-Drill – Safe, reliable, and productive surface RC drilling


drew@k-drill.com.au - +61 416 015 876


MMTS - Mining title consultants for exploration & mining companies

 

iva.morrell@mmts.net.au

Australian Earthworks and Haulage - Clearing for construction, drilling, dams and rehabilitation works for mining and exploration


Reece Spitalny - +61 434 479 610

We use SPARK - Market data for active ASX Traders - https://sparktrader.com


MERCH


YouTube, Twitter

(0:00:00)Intro

(0:01:12)MINs & CE confirm tax evasion

(0:14:05)What's working for Evolution

(0:23:13)Ora Banda make money

(0:31:01)Bellevue on the straight & narrow

(0:35:59)Will Rio & BHP earnings get whacked?

Mastering the Lassonde Curve’s Valley of Despair (Rick Squire)05 May 202501:07:12

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!


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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 $160 off your registration.


 Brisbane, 20 - 22 May, 2025

 

Thank you to our Partners:

 

Mineral Mining Services – Your preferred mining contractor

 

https://www.mineralminingservices.com.au/join-us/ - 1300 546 117

 

Grounded - Infrastructure for remote mining and civil projects Australia wide

 

Paul Natoli - pn@groundedgroup.com.au

 

Sandvik Ground Support – The only ground support you’ll ever need

 

http://www.rocktechnology.sandvik/groundsupport


CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors


davidh@creinsurance.com.au - +61 2 9493 6100


K-Drill – Safe, reliable, and productive surface RC drilling


drew@k-drill.com.au - +61 416 015 876


WA Water Bores – WA’s premier water well drilling company


James@wawaterbores.com.au - +61 429 695 538


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info@quattrope.com - +61 8 9373 1140


KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance


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Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries


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(0:00:00)Intro


(0:01:53)Rare Earths


(0:07:23)Petratherm


(0:12:08)Brazilian clay rare earths


(0:15:40)Gold excitement


(0:18:58)Meeka Metals


(0:25:04)Mid cap golds converting the gold price


(0:33:15)Pantoro


(0:36:15)Bellevue


(0:41:12)Gold Road


(0:44:50)Alto and Brighstar


(0:52:10)AIC Mines


(0:55:35)Undeveloped gold opportunities


(0:58:23)Patriot and potential lithium deals

Why you should give a s**t about aluminium18 Oct 202401:40:39

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 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 are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

 

Mineral Mining Services – Your preferred mining contractor

 

1300 546 117

 

Grounded - Infrastructure for Mining

 

pn@groundedgroup.com.au

 

CrossBoundary Energy – Independent power producer

 

+61 466 184 943

 

Sandvik Ground Support – The only ground support

 

CRE Insurance – Brokers for the Construction, Resources and Energy sectors

 

davidh@creinsurance.com.au

 

Greenlands Equipment – Turnkey mine water management

 

+61 447 178 806

 

K-Drill – Safe, reliable, and productive surface drilling

 

+61 416 015 876

 

MMTS - Mining title consultants for exploration & mining companies

 

iva.morrell@mmts.net.au

 

Australian Earthworks and Haulage - Clearing for construction, drilling, dams and rehabilitation works for mining and exploration

 

+61 434 479 610

 

We use SPARK - Market data for active ASX Traders - https://sparktrader.com


(0:00:00)Intro

(0:01:51)Why should people give a shit about Bauxite, Alumina & Aluminium

(0:06:30)Seaborn market

(0:08:36)Refinery locations

(0:11:14)Surplus to defecit

(0:15:07)Pre-China

(0:18:16)Bauxite supply to refinery's

(0:27:18)Alcan

(0:34:51)Guinea

(0:40:00)Recycling

(0:43:45)China self-imposed restrictions

(0:47:32)Old-school smelters

(0:54:45)Marginal Bauxite tonnes

(0:57:25)Refinery contracts

(1:04:33)WA

(1:12:25)QLD

(1:14:41)Australia competitiveness

(1:20:08)Simandou

(1:22:53)The future

(1:28:04)HPA

(1:31:47)Magnesium

(1:33:46)Substitution

Can China escape its confidence doom loop? (Shehzad Qazi)17 Oct 202400:56:02

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.

 

The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.

 

MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

 

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

 

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

 

Paul Natoli - pn@groundedgroup.com.au

 

CrossBoundary Energy – Independent power producer

 

tim.taylor@crossboundary.com - +61 466 184 943

 

Sandvik Ground Support – The only ground support

 

https://www.dsiunderground.com/contact

 

CRE Insurance – Brokers for the Construction, Resources and Energy sectors

 

davidh@creinsurance.com.au - +61 2 9493 6100

 

Greenlands Equipment – Turnkey mine water management

 

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

 

K-Drill – Safe, reliable, and productive surface RC drilling

 

drew@k-drill.com.au - +61 416 015 876

 

MMTS - Mining title consultants for exploration & mining companies

 

iva.morrell@mmts.net.au

 

Australian Earthworks and Haulage - Clearing for construction, drilling, dams and rehabilitation works for mining and exploration

 

Reece Spitalny - +61 434 479 610

 

We use SPARK - Market data for active ASX Traders - https://sparktrader.com


(0:00:00)Intro

(0:00:00)Misconceptions in China stimulus

(0:05:45)Stockmarket rally

(0:07:42)Good or bad long term?

(0:15:21)Property endgame

(0:20:19)Commodity price lift on stimulus news

(0:23:06)Why didn't stimulus focus on real economy?

(0:27:51)One belt one road

(0:36:36) EV dominance

(0:40:46)Net zero 2060

(0:45:20)Steel exports

(0:46:30)China in 2050?

(0:50:49)Becoming less reliant on the West

Will Zijin Pay Up for this Copper Hopeful?15 Oct 202400:38:16

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 and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.

 

MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

 

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

 

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@groundedgroup.com.au


CrossBoundary Energy – Can-do independent power producer


tim.taylor@crossboundary.com - +61 466 184 943


Sandvik Ground Support – The only ground support you’ll ever need


https://www.dsiunderground.com/contact

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors


davidh@creinsurance.com.au - +61 2 9493 6100


Greenlands Equipment – Turnkey mine water management


Caleb.M@greenlandsequipment.com.au - +61 447 178 806


K-Drill – Safe, reliable, and productive surface RC drilling


drew@k-drill.com.au - +61 416 015 876

 

MMTS - Mining title consultants for exploration & mining companies

iva.morrell@mmts.net.au


Australian Earthworks and Haulage - Clearing for construction, drilling, dams and rehabilitation works for mining and exploration

 

Reece Spitalny - +61 434 479 610

We use SPARK - Market data for active ASX Traders - https://sparktrader.com


Buy Money of Mine MERCH


Join our exclusive Money Miners Facebook Group

 

Money of Mine on YouTube, Twitter

(0:00:00)Introduction

(0:00:58)PLS get their hands on $1B

(0:09:49)The clock ticks for Xanadu

(0:24:27)Google gets into nuclear

(0:31:31)NZ gold M&A drama

Which of these 3 Miners Took Gold?14 Oct 202400:38:27

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 professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. 


MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. 


MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast. 


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@groundedgroup.com.au 

 

CrossBoundary Energy – Can-do independent power producer 

 

tim.taylor@crossboundary.com - +61 466 184 943 

 

Sandvik Ground Support – The only ground support you’ll ever need 

 

https://www.dsiunderground.com/contact 

 

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors 

 

davidh@creinsurance.com.au - +61 2 9493 6100 

 

Greenlands Equipment – Turnkey mine water management 

 

Caleb.M@greenlandsequipment.com.au - +61 447 178 806 

 

K-Drill – Safe, reliable, and productive surface RC drilling 

 

drew@k-drill.com.au - +61 416 015 876 

 

MMTS - Mining title consultants for exploration & mining companies 

 

iva.morrell@mmts.net.au 

 

Australian Earthworks and Haulage - Clearing for construction, drilling, dams and rehabilitation works for mining and exploration 

 

Reece Spitalny - +61 434 479 610 

 

We use SPARK - Market data for active ASX Traders - https://sparktrader.com 

 

Money of Mine on YouTube, Twitter

(0:00:00)Introduction

(0:01:21)Where Westgold's cash gone?

(0:13:13)Pantoro adding a little bit of free cash

(0:22:50)Alkane flying under the radar?

(0:32:42)Guinea bauxite bombshell

China’s Conundrum and what it means for Commodities (Huw McKay)11 Oct 202401:43:00

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 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 are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.

 

MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

 

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

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@groundedgroup.com.au

CrossBoundary Energy – Can-do independent power producer

tim.taylor@crossboundary.com - +61 466 184 943

Sandvik Ground Support – The only ground support you’ll ever need

https://www.dsiunderground.com/

CRE Insurance – Insurance Brokers for the Mining sector

davidh@creinsurance.com.au - +61 2 9493 6100

Greenlands Equipment – Turnkey mine water management

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

K-Drill – Safe, reliable, and productive surface RC drilling

drew@k-drill.com.au - +61 416 015 876

MMTS - Mining title consultants for exploration & mining companies

iva.morrell@mmts.net.au


Australian Earthworks and Haulage - Clearing for construction, drilling, dams and rehab works for mining and exploration

Reece Spitalny - info@aewh.com


We use SPARK - Market data for active ASX Traders - https://sparktrader.com


(0:00:00)Introd

(0:01:50)China stimulus

(0:15:18)Chinese housing crisis

(0:24:37)Chinese equity rally

(0:31:24)Plateau of crude steel production

(0:39:35)Ominious signs for ASX iron ore players?

(0:51:37)Lessons from commodity forecasting 

(1:02:29)The copper set up

(1:10:47)Other interesting setups

(1:21:24)De-globalisation & inflation

(1:29:04)Cent

What does Rio’s brine bet mean for spod?10 Oct 202401:02:59

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 are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.

 

MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

 

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

 

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@groundedgroup.com.au

 

CrossBoundary Energy – Can-do independent power producer

 

tim.taylor@crossboundary.com - +61 466 184 943

 

Sandvik Ground Support – The only ground support you’ll ever need

 

https://www.dsiunderground.com/contact

 

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

 

davidh@creinsurance.com.au - +61 2 9493 6100

 

Greenlands Equipment – Turnkey mine water management

 

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

 

K-Drill – Safe, reliable, and productive surface RC drilling

 

drew@k-drill.com.au - +61 416 015 876

 

MMTS - Mining title consultants for exploration & mining companies

 

iva.morrell@mmts.net.au

 

Australian Earthworks and Haulage - Clearing for construction, drilling, dams and rehabilitation works for mining and exploration

 

Reece Spitalny - +61 434 479 610

 

We use SPARK - Market data for active ASX Traders - https://sparktrader.com

 

Buy Money of Mine MERCH

 

Join our exclusive Money Miners Facebook Group

 

Money of Mine on YouTube, Twitter

(0:00:00)Introduction

(0:02:08)Are Brines > Spod?

(0:26:00)Will Regis do M&A?

(0:47:54)What's the readthrough on MAC's raise?

What’s MinRes Scheming in Mauritania?08 Oct 202400:45:46

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 Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.

 

MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

 

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

 

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@groundedgroup.com.au

 

CrossBoundary Energy – Can-do independent power producer

 

tim.taylor@crossboundary.com - +61 466 184 943

 

Sandvik Ground Support – The only ground support you’ll ever need

 

https://www.dsiunderground.com/contact

 

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

 

davidh@creinsurance.com.au - +61 2 9493 6100

 

Greenlands Equipment – Turnkey mine water management

 

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

 

K-Drill – Safe, reliable, and productive surface RC drilling

 

drew@k-drill.com.au - +61 416 015 876

 

MMTS - Mining title consultants for exploration & mining companies

 

iva.morrell@mmts.net.au

 

Australian Earthworks and Haulage - Clearing for construction, drilling, dams and rehabilitation works for mining and exploration

 

Reece Spitalny - +61 434 479 610

 

We use SPARK - Market data for active ASX Traders - https://sparktrader.com


Money of Mine on YouTube, Twitter

(0:00:00)Introduction

(0:00:48)MinRes Scheming in Mauritania

(0:23:10)Japanese conglomerates doing mining deals

(0:33:20)When will Capricorn's Mt Gibson come online?

(0:42:43)WAF's road to recovery

A Message to Rio from an Arcadium Shareholder07 Oct 202401:04:34

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 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 are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.

 

MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.


MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.


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@groundedgroup.com.au

CrossBoundary Energy – Can-do independent power producer

 

tim.taylor@crossboundary.com - +61 466 184 943

Sandvik Ground Support – The only ground support you’ll ever need


https://www.dsiunderground.com/contact


CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors


davidh@creinsurance.com.au - +61 2 9493 6100


Greenlands Equipment – Turnkey mine water management

 

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

K-Drill – Safe, reliable, and productive surface RC drilling

 

drew@k-drill.com.au - +61 416 015 876

MMTS - Mining title consultants for exploration & mining companies

 

iva.morrell@mmts.net.au

Australian Earthworks and Haulage - Clearing for construction, drilling, dams and rehabilitation works for mining and exploration


Reece Spitalny - +61 434 479 610

 

We use SPARK - Market data for active ASX Traders - https://sparktrader.com

 

Money of Mine on YouTube, Twitter

(0:00:00)Intro

(0:01:45)Rio pouncing on Arcadium

(0:08:45)Michael Teran from Blackwattle gives his views

(0:23:50)Why Arcadium and not Albemarle?

(0:44:49)Another WAF dip

(0:53:08)Takeovers panel backflip on ERA

Building Mining Behemoths from Acorns (Owen Hegarty)04 Oct 202401:14:47

We had the privilege of speaking to mining industry veteran Owen Hegarty. 

Owen began his career Rio Tinto (CRA), becoming Asia & Aus. Copper-Gold MD, before branching out and starting Oxiana, which he ultimately merged with Zinifex to form OZ Minerals. Subsequently, he co-founded mining private equity giant EMR Capital, where he serves as exec chair, having also served as the vice-chair of Fortescue during the boom times.


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 are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.


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@groundedgroup.com.au


CrossBoundary Energy – Can-do independent power producer


tim.taylor@crossboundary.com - +61 466 184 943


Sandvik Ground Support – The only ground support you’ll ever need


https://www.dsiunderground.com/contact


CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors


davidh@creinsurance.com.au - +61 2 9493 6100


Greenlands Equipment – Turnkey mine water management

 

Caleb.M@greenlandsequipment.com.au - +61 447 178 806


K-Drill – Safe, reliable, and productive surface RC drilling


drew@k-drill.com.au - +61 416 015 876


MMTS - Mining title consultants for exploration & mining companies


iva.morrell@mmts.net.au


Australian Earthworks and Haulage - Clearing for construction, drilling, dams and rehabilitation works for mining and exploration


Reece Spitalny - +61 434 479 610


We use SPARK - Market data for active ASX Traders - https://sparktrader.com


(0:00:00)Intro

(0:02:32)Owen Hegarty on MoM

(0:06:35)Which assets did Owen work at?

(0:14:32)Asia bull market

(0:18:16)Building diversification

(0:22:52)Oxiana and Zinifex merger

(0:31:45)Oz Minerals termination payment

(0:36:11)Working at FMG

(0:39:58)Building EMR

(0:44:48)Kestral

(0:49:58)Lubambe

(0:53:50)Ravenswood

(0:57:18)29Metals

(1:02:19)West Cumbria coal

Is Ganfeng Bearish Pilbara Minerals?03 Oct 202400:45:29

We kick off the show with a chat about the ~$270m block trade in Pilbara Minerals, with Ganfeng said to be involved, before jumping into Xanadu Mines and their big copper play in Mongolia. To wrap up we touch on the Paladin – Fission Uranium deal which is stalling at the final hurdle.

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 are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.

 

MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

 

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

 

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@groundedgroup.com.au

 

CrossBoundary Energy – Can-do independent power producer

 

tim.taylor@crossboundary.com - +61 466 184 943

 

Sandvik Ground Support – The only ground support you’ll ever need

 

https://www.dsiunderground.com/contact

 

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

 

davidh@creinsurance.com.au - +61 2 9493 6100

 

Greenlands Equipment – Turnkey mine water management

 

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

 

K-Drill – Safe, reliable, and productive surface RC drilling

 

drew@k-drill.com.au - +61 416 015 876

 

MMTS - Mining title consultants for exploration & mining companies

 

iva.morrell@mmts.net.au


Australian Earthworks and Haulage - Clearing for construction, drilling, dams and rehabilitation works for mining and exploration

 

Reece Spitalny - +61 434 479 610


We use SPARK - Market data for active ASX Traders - https://sparktrader.com


Buy Money of Mine MERCH


Join our exclusive Money Miners Facebook Group

 

Money of Mine on YouTube, Twitter

(0:00:00)Introduction

(0:01:33)Is Ganfeng bearish PLS?

(0:16:31)Should we get interested in Xanadu?

(0:38:14)Will PDN-FCU fall at the last hurdle

The 5 most interesting mining deals this week02 May 202500:18:48

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 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

 

Thank you to our Partners:

 

Mineral Mining Services – Your preferred mining contractor

 

https://www.mineralminingservices.com.au/join-us/ - 1300 546 117

 

Grounded - Infrastructure for remote mining and civil projects Australia wide

 

Paul Natoli - pn@groundedgroup.com.au

 

Sandvik Ground Support – The only ground support you’ll ever need

 

http://www.rocktechnology.sandvik/groundsupport

 

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

 

davidh@creinsurance.com.au - +61 2 9493 6100

 

K-Drill – Safe, reliable, and productive surface RC drilling

 

drew@k-drill.com.au - +61 416 015 876

 

KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance

 

admin@kcasiteservices.com.au – 1300 143 947

 

Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries

 

support@bddrill.com.au - +61 450 944 489

 

Cross Boundary Energy – Independent Power Producer for the global mining industry

 

tim.taylor@crossboundary.com - +61 466 184 943  

 

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Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.

 

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The Miners on our Radar this Quarterly Season01 Oct 202400:54:49

Today we reveal what we are looking out for on our radar this quarterly reporting season since it’s October already. Plus we look at the stellar return of Tembo’s from selling their Spartan royalty to Osisko. And we wrap up with Rio’s optimism on getting Resolution up and about (finally maybe?)


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 are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.

MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

 

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

 

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@groundedgroup.com.au

 

CrossBoundary Energy – Can-do independent power producer

 

tim.taylor@crossboundary.com - +61 466 184 943

 

Sandvik Ground Support – The only ground support you’ll ever need

 

https://www.dsiunderground.com/contact

 

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

 

davidh@creinsurance.com.au - +61 2 9493 6100

 

Greenlands Equipment – Turnkey mine water management

 

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

 

K-Drill – Safe, reliable, and productive surface RC drilling

 

drew@k-drill.com.au - +61 416 015 876

 

MMTS - Mining title consultants for exploration & mining companies

 

iva.morrell@mmts.net.au

 

Australian Earthworks and Haulage - Clearing for construction, drilling, dams and rehabilitation works for mining and exploration

 

Reece Spitalny - info@aewh.com

 

We use SPARK - Market data for active ASX Traders - https://sparktrader.com

 

Buy Money of Mine MERCH

 

Money of Mine on YouTube, Twitter

(0:00:00)Introduction

(0:01:38)GIFT for the money miners

(0:03:03)On the radar for quarterlies

(0:25:39)Tembo offload Spartan royalty

(0:42:17)The big Resolution copper mine

Commodities Rip Higher on China Stimulus30 Sep 202400:49:08

3 different stories grabbed our attention today, the big China stimulus that is pushing stocks & commodities higher, Liontown (LTR) announcing their first shipment and Kingston Resources (KSN) releasing a ‘6-year mine life’ in the Cobar.

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 are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.

 

MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

 

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

 

Thank you to our Partners:

 

Axis Mining Technology - Drill hole survey instrumentation experts

 

info@axisminetech.com – call Shaun Oehlman - +61457053260

 

Mineral Mining Services – Your preferred mining contractor

 

enquiry@mineralms.com.au - 1300 546 117

 

VRIFY – Communicate in 3D

 

grant@vrify.com

 

ADIA - The Australian Drilling Industry Association

 

Register for Drill24 here

 

https://adia.arinex.one/

 

DSI Underground – Ground support gurus

 

https://www.dsiunderground.com/contact

 

Silverstone – Energy solutions for your business

 

kenny@sstone.com.au

 

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

 

davidh@creinsurance.com.au - +61 2 9493 6100

 

Greenlands Equipment – Turnkey mine water management

 

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

 

K-Drill – Safe, reliable, and productive surface RC drilling

 

drew@k-drill.com.au

 

We use SPARK - Market data for active ASX Traders - https://sparktrader.com


Buy Money of Mine MERCH


Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.


Money of Mine on YouTube, Twitter, LinkedIn 

(0:00:00)Introduction

(0:00:59)China pumps stimulus - Commodities fly

(0:27:52)Liontown ship first spod

(0:40:46)Kingston the next Cobar mine?

Why the Lithium Market Has Bottomed with YJ Lee27 Sep 202401:09:04

We had the privilege of speaking with YJ Lee (@usuallyYJLe) for a fascinating discussion on all things “clean energy”.

YJ, a fund manager at Arcane Capital, covered why he thinks consensus lithium/battery/EV expectations are far too weak, the components of the market he believes analyst’s are glossing over, where fragility in his opinions sit, the other battery metals he’s bullish on & a heap more.

We thoroughly enjoyed this one & know you will too. 

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 are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.


Podcast Partners:

Axis Mining Technology - Drill hole survey instrumentation experts

info@axisminetech.com – call Shaun Oehlman - +61457053260


Mineral Mining Services – Your preferred mining contractor


enquiry@mineralms.com.au - 1300 546 117


VRIFY – Communicate in 3D


grant@vrify.com


ADIA - The Australian Drilling Industry Association

 

Register for Drill24 here

 

https://adia.arinex.one/

DSI Underground – Ground support gurus
 

https://www.dsiunderground.com/contact

Silverstone – Energy solutions for your business


kenny@sstone.com.au


CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors


davidh@creinsurance.com.au - +61 2 9493 6100


Greenlands Equipment – Turnkey mine water management


Caleb.M@greenlandsequipment.com.au - +61 447 178 806


K-Drill – Safe, reliable, and productive surface RC drilling


drew@k-drill.com.au


We use SPARK - Market data for active ASX Traders - https://sparktrader.com


Money of Mine on YouTube + Twitter

(0:00:00)Intro

(0:01:53)Going deep into China Lithium

(0:04:18)Why are supply forecasts overstated?

(0:12:27)Future of lower cost lepidolite operations

(0:15:34)YJ's supply forecast

(0:24:43)Demand contention

(0:32:17)Stationary storage

(0:38:40)Fragility to thesis

(0:44:02)Silver and solar panels

(0:51:43)Will silver usage decline?

(0:58:48)Interesting miners and developers

(1:05:08)Has Lithium bottome

Why are 3 billionaires in the shadows of these two gold projects?26 Sep 202400:51:57

We get into Delta Lithium’s strategic review of its Mt Ida gold project and spit ball a few potential outcomes, followed by a look at Southern Cross Gold’s AI supported mineralisation extension find.

Lastly, we took the pulse on the Calidus administration process and whether a competing recap solution might pip Mr Creasy’s DOCA proposal.

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 are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.

 

MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

 

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

 

Thank you to our Partners:

 

Axis Mining Technology - Drill hole survey instrumentation experts

 

info@axisminetech.com – call Shaun Oehlman - +61457053260

 

Mineral Mining Services – Your preferred mining contractor

 

enquiry@mineralms.com.au - 1300 546 117

 

VRIFY – Communicate in 3D

 

grant@vrify.com

 

ADIA - The Australian Drilling Industry Association

 

Register for Drill24 here

 

https://adia.arinex.one/

 

DSI Underground – Ground support gurus

 

https://www.dsiunderground.com/contact

 

Silverstone – Energy solutions for your business

 

kenny@sstone.com.au

 

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

 

davidh@creinsurance.com.au - +61 2 9493 6100

 

Greenlands Equipment – Turnkey mine water management

 

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

 

K-Drill – Safe, reliable, and productive surface RC drilling

 

drew@k-drill.com.au

 

We use SPARK - Market data for active ASX Traders - https://sparktrader.com

 

Buy Money of Mine MERCH

 

Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.

 

Money of Mine on YouTube + Twitter

(0:00:00)Intro

(0:02:06)Mt Ida wheelin' & dealin'

(0:24:53)Southern Cross Gold AI success

(0:28:16)Big Calidus update

2 Miners Battle Short Reports – Who Wins?24 Sep 202400:55:44

We kick things off with the US$175m uranium deal between UEC and Rio Tinto, then follow it up with the fascinating short report that surfaced on New Found Gold (NFG.nyse).

Our final story for the day covers Adriatic Metals, a company at an intriguing inflection point in its journey to becoming a fully-fledged miner.

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 are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.

 

MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

 

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

 

Thank you to our Partners:

 

Axis Mining Technology - Drill hole survey instrumentation experts

 

info@axisminetech.com – call Shaun Oehlman - +61457053260

 

Mineral Mining Services – Your preferred mining contractor

 

enquiry@mineralms.com.au - 1300 546 117

 

VRIFY – Communicate in 3D

 

grant@vrify.com

 

ADIA - The Australian Drilling Industry Association

 

Register for Drill24 here

 

https://adia.arinex.one/

 

DSI Underground – Ground support gurus

 

https://www.dsiunderground.com/contact

 

Silverstone – Energy solutions for your business

 

kenny@sstone.com.au

 

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

 

davidh@creinsurance.com.au - +61 2 9493 6100

 

Greenlands Equipment – Turnkey mine water management

 

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

 

K-Drill – Safe, reliable, and productive surface RC drilling

 

drew@k-drill.com.au

 

We use SPARK - Market data for active ASX Traders - https://sparktrader.com

 

Buy Money of Mine MERCH

 

Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.


Money of Mine on YouTube + Twitter

(0:00:00)Introduction

(0:02:03)UEC Scoops up Rio's US uranium assets

(0:15:10)New Found Gold fights short report

(0:32:35)Crunch time at Adriatic

Chris Judd on the Macro Themes Moving the Market23 Sep 202400:54:08

The last few weeks have been HUGE in the macro world, with US rate cuts, volatile markets & threatening geopolitics.

With this in mind, we interviewed macro-driven fund manager Chris Judd.

Chris runs the Cerutty Macro Fund, which seeks out equity opportunities by following macro themes & liquidity cycles. The discussion covered his outlook on global markets, his view on inflation, the big opportunities as an Aussie investor and where commodities piece into his fund. 

Sign-up for the Director’s Special


Chapters:
(0:00:00)  Introduction
(0:02:34)  Judd on the Fed's cut
(0:07:54)  Stubborn Inflation or Deflation?
(0:09:55)  Gold as a hedge
(0:12:35)  Why Macro-themed fund
(0:18:10)  A bias for value
(0:20:40)  AI as an investment thematic
(0:24:33)  The uranium trade
(0:27:00)  Lithium isn't interesting yet
(0:29:15)  Where China is at
(0:34:40)  Challenges with India's attractiveness
(0:40:02)  The volatility surprise
(0:41:12)  Passive challenges
(0:45:53)  Super fund impacts to markets
(0:49:14)  Investing vs the investing business

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 are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.

 

MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

 

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

 

Thank you to our Partners:

 

Axis Mining Technology - Drill hole survey instrumentation experts

 

info@axisminetech.com – call Shaun Oehlman - +61457053260

 

Mineral Mining Services – Your preferred mining contractor

 

enquiry@mineralms.com.au - 1300 546 117

 

VRIFY – Communicate in 3D

 

grant@vrify.com

 

ADIA - The Australian Drilling Industry Association

 

Register for Drill24 here

 

https://adia.arinex.one/

 

DSI Underground – Ground support gurus

 

https://www.dsiunderground.com/contact

 

Silverstone – Energy solutions for your business

 

kenny@sstone.com.au

 

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

 

davidh@creinsurance.com.au - +61 2 9493 6100

 

Greenlands Equipment – Turnkey mine water management

 

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

 

K-Drill – Safe, re

The Hype around Hybrids is Rubbish (Andy Leyland Interview)20 Sep 202401:00:02

Today we had the chance to chat with Andy Leyland, co-founder of SC Insights.

Andy has spent his career analysing commodities markets, with a particular focus on the battery supply chain. In our conversation we dive into his contrarian views on hybrids, what’s next for lithium, what the future holds for European automakers, what trends he thinks more people should focus on, the role of stationary storage and a whole heap more.

Sign-up for the Director’s Special


Chapters:
(0:00:00)  Introduction
(0:02:15)  Andy's view on current sentiment
(0:06:00)  Are the '2030' phase-out dates real or not?
(0:12:13)  China outcompeting on every metric
(0:18:45)  Market failure led to government intervention
(0:21:20)  Northvolt failure
(0:22:30)  Lithium cost curve with post CATL curtailment
(0:30:32)  Brine and DLE production
(0:39:45)  Roll of Solar and Storage
(0:49:26)  Where are the Green Premiums?
(0:55:55)  China matters the most


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 are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.

 

MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

 

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

 

Thank you to our Partners:

 

Axis Mining Technology - Drill hole survey instrumentation experts

 

info@axisminetech.com – call Shaun Oehlman - +61457053260

 

Mineral Mining Services – Your preferred mining contractor

 

enquiry@mineralms.com.au - 1300 546 117

 

VRIFY – Communicate in 3D

 

grant@vrify.com

 

ADIA - The Australian Drilling Industry Association

 

Register for Drill24 here

 

https://adia.arinex.one/

 

DSI Underground – Ground support gurus

 

https://www.dsiunderground.com/contact

 

Silverstone – Energy solutions for your business

 

kenny@sstone.com.au

 

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

 

davidh@creinsurance.com.au - +61 2 9493 6100

 

Greenlands Equipment – Turnkey mine water management

 

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

 

K-Drill – Safe, reliable, and productive surface RC drilling

 

drew@k-drill.com.au

 

We use SPARK - Market data for active ASX Traders - https://sparktrader.com

What’s Missing from Lotus’s Study?19 Sep 202400:45:43

We rip into today’s show with a chat about Lotus’s (LOT) Letlhakane scoping study, which seemed to miss a key detail or two, then we moved to the big WA DomGas policy and the ramifications for MinRes (MIN).

We round off with a chat about Kingsgate (KCN) and all the companies that came to mind who’ve ventured into South-East Asia, including Emerald (EMR), K92 and X64.

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 are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.

 

MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

 

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

 

Thank you to our Partners:

 

Axis Mining Technology - Drill hole survey instrumentation experts

 

info@axisminetech.com – call Shaun Oehlman - +61457053260

 

Mineral Mining Services – Your preferred mining contractor

 

enquiry@mineralms.com.au - 1300 546 117

 

VRIFY – Communicate in 3D

 

grant@vrify.com

 

ADIA - The Australian Drilling Industry Association

 

Register for Drill24 here

 

https://adia.arinex.one/

 

DSI Underground – Ground support gurus

 

https://www.dsiunderground.com/contact

 

Silverstone – Energy solutions for your business

 

kenny@sstone.com.au

 

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

 

davidh@creinsurance.com.au - +61 2 9493 6100

 

Greenlands Equipment – Turnkey mine water management

 

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

 

K-Drill – Safe, reliable, and productive surface RC drilling

 

drew@k-drill.com.au

 

We use SPARK - Market data for active ASX Traders - https://sparktrader.com

 

Buy Money of Mine MERCH

 

Join our exclusive Money Miners Facebook Group

 

Money of Mine on YouTube + Twitter

(0:00:00)Introduction

(0:01:48)What's missing at Lotus?

(0:14:16)WA DomGas make the changes

(0:23:12)Will MINs sell their gas assets?

(0:28:36)Gold mining in Thailand

These 8 Gold Juniors are on our M&A Watchlists17 Sep 202400:58:38

 We kick things off with a revelation that another party tried buying Fission Uranium earlier this year. And with CGN publicly opposing the merger with Paladin, naturally we wonder if it was them.

IGO is rumoured to be having a good look at Rio’s Winu Copper Project and we peel the curtain back on eight undeveloped gold projects in West Africa that we think are the most likely candidates to find their way into the hands of established producers.

 

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Chapters:
(0:00:00)  Introduction
(0:01:53)  Another Party Tried to Buy Fission!
(0:22:30)  Will IGO buy Rio's Winu?
(0:37:53)  8 under-rated African Goldies

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 are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.

 

MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

 

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

 

Thank you to our Partners:

 

Axis Mining Technology - Drill hole survey instrumentation experts

 

info@axisminetech.com – call Shaun Oehlman - +61457053260

 

Mineral Mining Services – Your preferred mining contractor

 

enquiry@mineralms.com.au - 1300 546 117

 

VRIFY – Communicate in 3D

 

grant@vrify.com

 

ADIA - The Australian Drilling Industry Association

 

Register for Drill24 here

 

https://adia.arinex.one/

 

DSI Underground – Ground support gurus

 

https://www.dsiunderground.com/contact

 

Silverstone – Energy solutions for your business

 

kenny@sstone.com.au

 

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

 

davidh@creinsurance.com.au - +61 2 9493 6100

 

Greenlands Equipment – Turnkey mine water management

 

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

 

K-Drill – Safe, reliable, and productive surface RC drilling

 

drew@k-drill.com.au

 

We use SPARK - Market data for active ASX Traders - https://sparktrader.com

 

Buy Money of Mine MERCH

 

Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.

Is $85/lb the new Uranium Floor?16 Sep 202400:44:50

We start today’s show with the news that US$85/lb is the new floor price being conceived for uranium contracts, and then it’s a chat about Sibanye-Stillwater and the wider PGM markets.

Next up we picked up on some chatter that there’s been a breakthrough of sorts from China Northern Rare Earths, & to wrap up we take a looking at the goldies spilling news. 

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Chapters:
(0:00:00) Introduction
(0:01:30) Scuttlebutt from WNA
(0:14:27) Is Sibayne-Stillwater beaten up enough?
(0:33:58) Rare earths "exploration breakthrough" in China
(0:40:28) Gold smashes new record

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 are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.

 

MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

 

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

 

Thank you to our Partners:

 

Axis Mining Technology - Drill hole survey instrumentation experts

 

info@axisminetech.com – call Shaun Oehlman - +61457053260

 

Mineral Mining Services – Your preferred mining contractor

 

enquiry@mineralms.com.au - 1300 546 117

 

VRIFY – Communicate in 3D

 

grant@vrify.com

 

ADIA - The Australian Drilling Industry Association

 

Register for Drill24 here

 

https://adia.arinex.one/

 

DSI Underground – Ground support gurus

 

https://www.dsiunderground.com/contact

 

Silverstone – Energy solutions for your business

 

kenny@sstone.com.au

 

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

 

davidh@creinsurance.com.au - +61 2 9493 6100

 

Greenlands Equipment – Turnkey mine water management

 

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

 

K-Drill – Safe, reliable, and productive surface RC drilling

 

drew@k-drill.com.au

 

We use SPARK - Market data for active ASX Traders - https://sparktrader.com

 

Buy Money of Mine MERCH

 

Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.

 

Money of Mine on 

Taking the pulse on junior miners with John Forwood01 May 202500:51:23

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.


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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 $160 off your registration.


Brisbane, 20 - 22 May, 2025


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Sandvik Ground Support – The only ground support you’ll ever need


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CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

 

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K-Drill – Safe, reliable, and productive surface RC drilling


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WA Water Bores – WA’s premier water well drilling company


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(0:00:00)Introduction


(0:01:38)Current volatility


(0:05:21)Investing in exploration


(0:10:45)Countercyclical plays


(0:12:00)Astral & Medallion


(0:14:39)Ramelius


(0:15:43)Predictive Discovery


(0:20:20)Montage picking up stakes


(0:24:05)Which golds haven't ripped


(0:26:35)TSX companies listing on ASX


(0:29:23)Mt Isa potential


(0:31:42)Koonenberry 


(0:33:33)Nexus Minerals


(0:35:04)Trucking dirt


(0:39:38)New World Resources


(0:42:35)Silver

Le Shrub: Fading the "Monkeys"13 Sep 202401:39:49

Le Shrub (@Agnostoxxx) consistently provides some of the most entertaining and clever market commentary via his parody pseudonym. Shrub has pedigree and writes his thoughts on both Twitter & Substack (www.shrubstack.com). Imagine sound investment thinking combined with brilliant finance memes.

Our conversation covered plenty of ground, from how he's positioning himself in a world of fiscal recklessness & monetary debasement, lessons from the GFC, building safeguards, why & which commodities he holds, where he sees markets heading, to mention just a few topics.

 

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 are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.

 

MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

 

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

 

Thank you to our Partners:

 

Axis Mining Technology - Drill hole survey instrumentation experts

 

info@axisminetech.com – Call Shaun on +61457053260

 

Mineral Mining Services – The preferred mining contractor

 

enquiry@mineralms.com.au - 1300 546 117

 

VRIFY – Communicate in 3D

 

grant@vrify.com

 

ADIA - Australian Drilling Industry Association

 

Register for Drill24 here

 

https://adia.arinex.one/

 

 DSI Underground – Ground support gurus

 

https://www.dsiunderground.com/contact

 

Silverstone – Energy solutions for your business

 

kenny@sstone.com.au

 

CRE Insurance – Insurance Brokers for the Construction, Resources & Energy sectors

 

davidh@creinsurance.com.au - +61 2 9493 6100

 

Greenlands Equipment – Turnkey mine water management

 

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

 

K-Drill – Safe, reliable, & productive surface RC drilling

 

drew@k-drill.com.au

 

We use SPARK - Market data for active ASX Traders - https://sparktrader.com



Chapters:

(0:03:03) Where are we
(0:06:35) Positioning
(0:12:41) Portfolio construction
(0:18:45) Anglo
(0:22:10) 07' Parallels
(0:29:54) Timing the market
(0:35:35) Investing your own cash
(0:39:10) Riding equities
(0:41:15) Safeguards
(0:46:10) Why commodities
(0:49:55) The monkeys
(0:56:30) Bad data
(1:02:14) Fiscal recklessness
(1:08:52) Passive investing
(1:13:18) Platinum
(1:21:30) Tin
(1:26:35) Coal
(1:30:55) Commodity bear market
(1:34:30) China stimulus

Is the lithium bottom in?12 Sep 202401:04:53

Plenty to rip through today, starting with the big news out of CATL that lit up lithium markets, followed by the Greatland / Newmont deal.

Next we jumped into IGO’s big strategy day, then we looked at Putin’s comments on commodity markets, before closing off with a chat about Catalyst, De Grey & Astral.

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 are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.

 

MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

 

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

 

Thank you to our Partners:

 

Axis Mining Technology - Drill hole survey instrumentation experts

 

info@axisminetech.com – call Shaun Oehlman - +61457053260

 

Mineral Mining Services – Your preferred mining contractor

 

enquiry@mineralms.com.au - 1300 546 117

 

VRIFY – Communicate in 3D

 

grant@vrify.com

 

ADIA - The Australian Drilling Industry Association

 

Register for Drill24 here

 

https://adia.arinex.one/

 

DSI Underground – Ground support gurus

 

https://www.dsiunderground.com/contact

 

Silverstone – Energy solutions for your business

 

kenny@sstone.com.au

 

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

 

davidh@creinsurance.com.au - +61 2 9493 6100

 

Greenlands Equipment – Turnkey mine water management

 

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

 

K-Drill – Safe, reliable, and productive surface RC drilling

 

drew@k-drill.com.au

 

We use SPARK - Market data for active ASX Traders - https://sparktrader.com

 

Buy Money of Mine MERCH

 

Join our exclusive Money Miners Facebook Group

 

Money of Mine on YouTube + Twitter

(0:00:00)Introduction

(0:02:24)CATL light up lithium

(0:14:40)Greatland get the deal done

(0:33:44)What's IGO's new strategy?

(0:50:54)Catalyst eye off 200kozpa

(0:55:11)De Grey set a trend

(0:58:00)Astral on a run

Greatland copy the NST Playbook10 Sep 202400:49:24

We kick things off yarning about the Greatland-Telfer deal which leaked late yesterday, before jumping into another interesting gold story in G-Mining.

Next we touched on the Fission-Paladin deal, which scraped over the line, while saving a couple of juicy ones for the end with Bowen Coking Coal & Global Lithium getting a rightful mention.

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 are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.

 

MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

 

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

 

Thank you to our Partners:

 

Axis Mining Technology - Drill hole survey instrumentation experts

 

info@axisminetech.com – call Shaun Oehlman - +61457053260

 

Mineral Mining Services – Your preferred mining contractor

 

enquiry@mineralms.com.au - 1300 546 117

 

VRIFY – Communicate in 3D

 

grant@vrify.com

 

ADIA - The Australian Drilling Industry Association

Register for Drill24 here

https://adia.arinex.one/

DSI Underground – Ground support gurus

https://www.dsiunderground.com/contact

Silverstone – Energy solutions for your business

kenny@sstone.com.au

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

davidh@creinsurance.com.au - +61 2 9493 6100

Greenlands Equipment – Turnkey mine water management

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

K-Drill – Safe, reliable, and productive surface RC drilling

drew@k-drill.com.au

We use SPARK - Market data for active ASX Traders - https://sparktrader.com

Buy Money of Mine MERCH


Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.


Money of Mine on YouTube + Twitter

(0:00:00)Introduction

(0:01:45)Greatland close in on Telfer

(0:21:24)G-Mining on the rise

(0:27:08)Fission-Paladin gets up

(0:34:05)Bowen Coking Coal under the pump

(0:40:31)Global Lithium activists win

Are Index Inclusions an Alpha Opportunity?09 Sep 202400:42:53

We start today talking about the index changes for the top 200 & 300 biggest ASX players, with plenty of resource names featuring.

Next up we dive into the Paladin – Fission Uranium deal, on the eve of the big vote, before chatting about the key points from WNA, the big uranium conference.

Lastly, we touched on Perseus getting closer to wrapping up Predictive, with a 19.9% holding secured.

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 are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.

 

MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

 

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

 

Thank you to our Partners:

 

Axis Mining Technology - Drill hole survey instrumentation experts

 

info@axisminetech.com – call Shaun Oehlman - +61457053260

 

Mineral Mining Services – Your preferred mining contractor

 

enquiry@mineralms.com.au - 1300 546 117

 

VRIFY – Communicate in 3D

 

grant@vrify.com

 

ADIA - The Australian Drilling Industry Association

 

Register for Drill24 here

 

https://adia.arinex.one/

 

DSI Underground – Ground support gurus

 

https://www.dsiunderground.com/contact

 

Silverstone – Energy solutions for your business

 

kenny@sstone.com.au

 

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

 

davidh@creinsurance.com.au - +61 2 9493 6100

 

Greenlands Equipment – Turnkey mine water management

 

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

 

K-Drill – Safe, reliable, and productive surface RC drilling

 

drew@k-drill.com.au


We use SPARK - Market data for active ASX Traders - https://sparktrader.com


Buy Money of Mine MERCH


Join our exclusive Money Miners Facebook Group


Money of Mine on YouTube + Twitter

(0:00:00)Introduction

(0:02:10)Who made the ASX200

(0:13:11)Will the $FCU $PDN deal go through

(0:24:57)Lessons from WNA

(0:35:25)Perseus tighten PDI grip

Are data centres the new EVs? (Alex Turnbull Interview)06 Sep 202401:10:17

We had Alex Turnbull on for a cracking chat about raw materials through the entire supply chain to end demand.

The discussion got in the weeds on data centres and the metals demand they’ll account for, whether the Aussie lithium sector can protect itself from wild volatility, lessons from years following met coal, whether certain parts of the world should adopt nuclear technology, the endgame for West automakers and a whole heap 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. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.


Axis Mining Technology - Drill hole survey instrumentation experts

info@axisminetech.com – call Shaun Oehlman - +61457053260

Mineral Mining Services – Your preferred mining contractor

enquiry@mineralms.com.au - 1300 546 117

VRIFY – Communicate in 3D

grant@vrify.com

ADIA - The Australian Drilling Industry Association

Register for Drill24 here

https://adia.arinex.one/

DSI Underground – Ground support gurus

https://www.dsiunderground.com/contact

Silverstone – Energy solutions for your business

kenny@sstone.com.au

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

davidh@creinsurance.com.au - +61 2 9493 6100

Greenlands Equipment – Turnkey mine water management

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

K-Drill – Safe, reliable, and productive surface RC drilling

drew@k-drill.com.au

We use SPARK - Market data for active ASX Traders - https://sparktrader.com


(0:00:00)Intro

(0:01:25)Data centres, chips and energy metals

(0:04:25)Parallels to EV craze

(0:09:51)Energy for data centres

(0:12:27)How much power 1 data centre chews?

(0:18:56)Lithium volatility

(0:25:44)Successful downstream Lithium

(0:28:49)Credit case vs equity case in failed Lithium miners

(0:30:33)Endgame for European car makers

(0:32:48)Hydropwer and China's energy market

(0:36:55)Global energy required to charge future EV's

(0:40:04)Stationary storage

(0:44:06)Met coal outlook

(0:52:25)Emergence of India

(0:54:59)Fortescue ambitions

(0:56:56)Current state of iron ore market

(0:58:42

Mt Cattlin: The Next Domino Falls05 Sep 202400:46:38

We’ve got a mixed bag in stories to yarn about today, with a follow up on the big story that is MinRes (MIN), followed by the news that Arcadium Lithium (LTM) will put Mt Cattlin on care & maintenance.

On a more upbeat note, we chatted about the progress at Metro Mining (MMI), and to close off we discussed the production downgrade at Coronado (CRN).

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 are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.

 

MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

 

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

 

Thank you to our Partners:

 

Axis Mining Technology - Drill hole survey instrumentation experts

info@axisminetech.com – call Shaun Oehlman - +61457053260

Mineral Mining Services – Your preferred mining contractor

enquiry@mineralms.com.au - 1300 546 117

VRIFY – Communicate in 3D

grant@vrify.com

ADIA - The Australian Drilling Industry Association

Register for Drill24 here

https://adia.arinex.one/

DSI Underground – Ground support gurus

https://www.dsiunderground.com/contact

Silverstone – Energy solutions for your business

kenny@sstone.com.au

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

 

davidh@creinsurance.com.au - +61 2 9493 6100

 

Greenlands Equipment – Turnkey mine water management

 

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

 

K-Drill – Safe, reliable, and productive surface RC drilling

 

drew@k-drill.com.au

 

We use SPARK - Market data for active ASX Traders - https://sparktrader.com

 

Buy Money of Mine MERCH

 

Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.

 

Money of Mine on YouTube + Twitter

(0:00:00)Introduction

(0:01:23)What next in the MinRes saga?

(0:14:44)Mt Cattlin hit by lithium rout

(0:27:43)Is $MMI out the woods?

(0:39:00)Coronado gets whacked on downgrade

Peninsula Energy: An opportunity or a money pit?03 Sep 202401:02:27

 We each brought 4 unique and intriguing stories to the table today 

1.       Peninsula: “The next ASX U producer” 

2.       Meeka: Cashed up & good to go 

3.       Develop: Payments due? 

4.       MetalsTech: Another day on the ASX 

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 are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. 

 

MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. 

 

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast. 

 

Thank you to our Partners: 

 

Axis Mining Technology - Drill hole survey instrumentation experts 

 

info@axisminetech.com – call Shaun Oehlman - +61457053260 

 

Mineral Mining Services – Your preferred mining contractor 

 

enquiry@mineralms.com.au - 1300 546 117 

 

VRIFY – Communicate in 3D 

 

grant@vrify.com 

 

ADIA - The Australian Drilling Industry Association 

 

Register for Drill24 here 

 

https://adia.arinex.one/ 

 

DSI Underground – Ground support gurus 

 

https://www.dsiunderground.com/contact 

 

Silverstone – Energy solutions for your business 

 

kenny@sstone.com.au 

 

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors 

 

davidh@creinsurance.com.au - +61 2 9493 6100 

 

Greenlands Equipment – Turnkey mine water management 

 

Caleb.M@greenlandsequipment.com.au - +61 447 178 806 

 

K-Drill – Safe, reliable, and productive surface RC drilling 

 

drew@k-drill.com.au 

 

We use SPARK - Market data for active ASX Traders - https://sparktrader.com 

 

Join our exclusive FB Group & request access to the Hooteroo chat. 


Chapters:


(0:00:00) Introduction
(0:02:35) Is $PEN value or a trap?
(0:22:10) Meeka Metals: Cashed up n ready
(0:42:01) Will $DVP’s Woodlawn payments come due?
(0:50:14) $MTC – just another day on the ASX

8 Fascinating Reporting Season Details02 Sep 202400:42:17

Today we mixed it up by hunting down the 8 juiciest snippets from reporting season. Companies included Rio, Glencore, Sandfire, MAC, Zimplats/Implats, Lynas, FMG & Ramelius.

In addition, we yarned about Genesis’ decision to pull forward Laverton. 

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 are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.

 

MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

 

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

 

Thank you to our Partners:

 

Axis Mining Technology - Drill hole survey instrumentation experts

 

info@axisminetech.com – call Shaun Oehlman - +61457053260

 

Mineral Mining Services – Your preferred mining contractor

 

enquiry@mineralms.com.au - 1300 546 117

 

VRIFY – Communicate in 3D

 

grant@vrify.com

 

ADIA - The Aussie Drilling Association


Register for Drill24 here


https://adia.arinex.one/
 

DSI Underground – Ground support gurus

 

https://www.dsiunderground.com/contact

 

Silverstone – Energy solutions for your business

 

kenny@sstone.com.au

 

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

 

davidh@creinsurance.com.au - +61 2 9493 6100

 

Greenlands Equipment – Turnkey mine water management

 

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

 

K-Drill – Safe, reliable, and productive surface RC drilling

 

drew@k-drill.com.au

 

We use SPARK - Market data for active ASX Traders - https://sparktrader.com

 

Buy Money of Mine MERCH

 

Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.


Chapters

(0:00:00)Introduction
(0:00:55)8 juicy reporting season details
(0:01:11)Rio on M&A
(0:04:55)Glencore on copper, cobalt
(0:08:43)Sandfire on debt
(0:12:22)MAC's bush maths
(0:14:10)Lynas on opex & NdPr
(0:18:16)Implats PGM outlook
(0:23:58)FMG's iron ore outlook
(0:27:26)Ramelius's margin
(0:29:16)Genesis pull forward Laverton

Is there really a Copper “Shortage”?30 Aug 202401:06:32

We had Ahmad Saleem back on the poddy to chat about copper.

Our discussion ventured from whether the much anticipated bull market will emerge, why majors target porphyry deposits, if it’s better to buy vs build, what juniors should target, what we can learn from the venture capital funding system and a heap 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.


The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.


MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.


MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.


Thank you to our Partners:


Axis Mining Technology - Drill hole survey instrumentation experts


info@axisminetech.com – call Shaun Oehlman - +61457053260


Mineral Mining Services – Your preferred mining contractor


enquiry@mineralms.com.au - 1300 546 117


VRIFY – Communicate in 3D


grant@vrify.com


SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical


Marty Law - mjl@smelectrical.com.au - +61 439 917 192


DSI Underground – Ground support gurus


https://www.dsiunderground.com/contact

Silverstone – Energy solutions for your business

kenny@sstone.com.au


CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

davidh@creinsurance.com.au - +61 2 9493 6100

Greenlands Equipment – Turnkey mine water management

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

K-Drill – Safe, reliable, and productive surface RC drilling

drew@k-drill.com.au


We use SPARK - Market data for active ASX Traders - https://sparktrader.com


Buy Money of Mine MERCH

 

Money of Mine on YouTube + Twitter

(0:00:00)Introduction

(0:02:56)Copper contrarian take

(0:06:23)Development timelines

(0:09:40)Risky jurisdictions

(0:16:23)Different deposit styles 

(0:19:10)Exploration strategies of major miners

(0:22:45)Differences between porphyry's and the others

(0:26:38)Copper price forecasting

(0:40:11)BHP in South Australia

(0:43:22)Sandfire in Spain, Africa

(0:51:10)Mongolia

(

How Low Will MinRes Go?29 Aug 202401:08:09

We’re drowning in news today, so we looked to pick out the most interesting and influential stories.

First and foremost, MinRes (MIN), who’re battening down the hatches and “strangling” costs to fight another day. Then South32 (S32), who’s financial position is rather healthy, but are still tending for a few challenges.

Lastly a gold check-in with Westgold (WGX) revealing its full year numbers and Red 5 (RED) sharing guidance for FY25.

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 are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.

 

MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

 

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

 

Thank you to our Partners:

 

Axis Mining Technology - Drill hole survey instrumentation experts

 

info@axisminetech.com – call Shaun Oehlman - +61457053260

 

Mineral Mining Services – Your preferred mining contractor

 

enquiry@mineralms.com.au - 1300 546 117

 

VRIFY – Communicate in 3D

 

grant@vrify.com

 

SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical

 

Marty Law - mjl@smelectrical.com.au - +61 439 917 192

 

DSI Underground – Ground support gurus

 

https://www.dsiunderground.com/contact

 

Silverstone – Energy solutions for your business

 

kenny@sstone.com.au

 

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

 

davidh@creinsurance.com.au - +61 2 9493 6100

 

Greenlands Equipment – Turnkey mine water management

 

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

 

K-Drill – Safe, reliable, and productive surface RC drilling

 

drew@k-drill.com.au


We use SPARK - Market data for active ASX Traders - https://sparktrader.com


Buy Money of Mine MERCH


Money of Mine on YouTube, Twitter + LinkedIn

(0:00:00)Introduction

(0:01:21)What next for MinRes

(0:36:44)S32 go about their business

(0:46:53)Westgold - building cash?

(0:56:21)Why did Red's guidance disappoint?

Has MinRes Really Turned the Corner?29 Apr 202500:49:10

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


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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 $160 off your registration.


 Brisbane, 20 - 22 May, 2025

 

Thank you to our Partners:

 

Mineral Mining Services – Your preferred mining contractor

 

https://www.mineralminingservices.com.au/join-us/ - 1300 546 117

 

Grounded - Infrastructure for remote mining and civil projects Australia wide

 

Paul Natoli - pn@groundedgroup.com.au

 

Sandvik Ground Support – The only ground support you’ll ever need

 

http://www.rocktechnology.sandvik/groundsupport

 

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

 

davidh@creinsurance.com.au - +61 2 9493 6100

 

K-Drill – Safe, reliable, and productive surface RC drilling

 

drew@k-drill.com.au - +61 416 015 876

 

WA Water Bores – WA’s premier water well drilling company

 

James@wawaterbores.com.au - +61 429 695 538

 

Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy

 

info@quattrope.com - +61 8 9373 1140

 

KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance

 

admin@kcasiteservices.com.au – 1300 143 947

 

Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries

 

support@bddrill.com.au - +61 450 944 489

 

Cross Boundary Energy – Independent Power Producer for the global mining industry

 

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Will the Paladin-Fission deal blow up?27 Aug 202400:52:05

We had plenty to pick from today but had to start with the news that the Paladin-Fission Uranium deal may be on the rocks.

Next we chatted through what stood out from BHP’s annual numbers, plus what to read into in Galan’s MoU (GLN), 29Metals (29M) half year results and a quick quiz to finish off.

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 are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.

 

MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

 

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

 

Thank you to our Partners:

 

Axis Mining Technology - Drill hole survey instrumentation experts

 

info@axisminetech.com – call Shaun Oehlman - +61457053260

 

Mineral Mining Services – Your preferred mining contractor

 

enquiry@mineralms.com.au - 1300 546 117

 

VRIFY – Communicate in 3D

 

grant@vrify.com

 

SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical

 

Marty Law - mjl@smelectrical.com.au - +61 439 917 192

 

DSI Underground – Ground support gurus

 

https://www.dsiunderground.com/contact

 

Silverstone – Energy solutions for your business

 

kenny@sstone.com.au

 

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

 

davidh@creinsurance.com.au - +61 2 9493 6100

 

Greenlands Equipment – Turnkey mine water management

 

Caleb.M@greenlandsequipment.com.au - +61 447 178 806


K-Drill – Safe, reliable, and productive surface RC drilling


drew@k-drill.com.au


We use SPARK - Market data for active ASX Traders - https://sparktrader.com


Buy Money of Mine MERCH


Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.


Money of Mine on YouTube + Twitter

(0:00:00)Introduction

(0:01:58)Fission / Paladin can't get the votes

(0:19:39)BHP Financials

(0:37:30)Galan Lithium MOU

(0:43:03)29 Metals accounting

(0:48:09)The mystery $16m EV

Kazatomprom Sends Uranium Stock Flying26 Aug 202400:56:17

It’s a big day for the U-bulls out there following Kazatomprom’s results late on Friday as well as ERA update and capital raising trading halt. We also saw annual results from lithium major Pilbara Minerals who added a tidy $1b debt facility to boot.

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 are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.

 

MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

 

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

 

Thank you to our Partners:

 

Axis Mining Technology - Drill hole survey instrumentation experts

 

info@axisminetech.com – call Shaun Oehlman - +61457053260

 

Mineral Mining Services – Your preferred mining contractor

 

enquiry@mineralms.com.au - 1300 546 117

 

VRIFY – Communicate in 3D

 

grant@vrify.com

 

SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical

 

Marty Law - mjl@smelectrical.com.au - +61 439 917 192

 

DSI Underground – Ground support gurus

 

https://www.dsiunderground.com/contact

 

Silverstone – Energy solutions for your business

 

kenny@sstone.com.au

 

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

 

davidh@creinsurance.com.au - +61 2 9493 6100

 

Greenlands Equipment – Turnkey mine water management

 

Caleb.M@greenlandsequipment.com.au - +61 447 178 806

 

K-Drill – Safe, reliable, and productive surface RC drilling

 

drew@k-drill.com.au

 

We use SPARK - Market data for active ASX Traders - https://sparktrader.com

 

Buy Money of Mine MERCH

 

Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.

 

Money of Mine on YouTube + Twitter

(0:00:00)Introduction

(0:02:00)Big Kazatomprom news

(0:20:15)ERA hitting up the brokers

(0:36:37)PLS Financial results

(0:49:54)Who's paying out divvies?

Not having Conviction Hurts Returns (Dave Franklyn Interview)23 Aug 202401:07:49

We had natural resources fundie Dave Franklyn on to pick his brain on everything commodities related.

The world of commodities has changed quite a bit since we last spoke with Dave one year ago, so we revisited some favourite topics such as the forces moving gold, the state of the Chinese economy and building a resources portfolio, as well as why the world’s view of met coal has changed, whether this is a ‘pause’ for uranium and plenty 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.

 

The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.

 

MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

 

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

 

Thank you to our Partners:

 

Axis Mining Technology - Drill hole survey instrumentation experts

 

info@axisminetech.com – call Shaun Oehlman - +61457053260

 

Mineral Mining Services – Your preferred mining contractor

 

enquiry@mineralms.com.au - 1300 546 117

 

VRIFY – Communicate in 3D

 

grant@vrify.com

 

SMEC Power & Technology - Variable speed ventilation solutions and everything mining electrical

 

Marty Law - mjl@smelectrical.com.au - +61 439 917 192

 

DSI Underground – Ground support gurus


https://www.dsiunderground.com/contact


Silverstone – Energy solutions for your business


kenny@sstone.com.au


CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors


davidh@creinsurance.com.au - +61 2 9493 6100


Greenlands Equipment – Turnkey mine water management


Caleb.M@greenlandsequipment.com.au - +61 447 178 806


K-Drill – Safe, reliable, and productive surface RC drilling


drew@k-drill.com.au


We use SPARK - Market data for active ASX Traders - https://sparktrader.com


(0:00:00)Dave Franklyn on MoM

(0:01:10)Diggers sentiment

(0:04:58)Key market observations

(0:08:20)Shorting

(0:12:13)Energy transition and Geopolitical

(0:15:08)Oil & gas investing

(0:16:22)High conviction

(0:20:01)Gold 

(0:21:25)Capricorn Metals

(0:26:35)Develop

(0:31:49)Copper

(0:33:49)Uranium

(0:44:41)Met coal 

(0:47:38)Rare earths

(0:51:21)PLS acquisition of LRS and also LTR

(0:56:06)Rapid thoughts

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