Money of Mine

Today we sat down for a chat on all things copper Ben Hooper, of Sandfire, Glencore, BHP & Evolution experience.   We chatted through the full chain from copper in the ground, to the concentrator to the smelters & beyond. We also got into the importance of commodity traders as well as the direction of the supply/demand balance in the market.   Of course, we couldn’t let Ben go wi...

We had the opportunity to sit down with Mark Cutifani, former CEO of Anglo American, CEO of AngloGold Ashanti, Chairman of De Beers, and current Chairman of Vale Base Metals to name a few.   We covered plenty of ground in our chat from managing your hedge book as a miner, to getting projects built on time, various jurisdictional risks, the emergence of Saudi Arabia, and plenty more.   En...

As we navigate IMARC (and all the associated BD for the week) we roped a previous guest, Kingsley Jones, onto the podcast to discuss Lynas’ product transit, what it means for rare earth aspirants, and the Azure Minerals dilemma.   We are also joined by Ben Nolan who has been sitting in limbo with other AVZ shareholders for the best part of two years. Ben relays the journey as a sharehol...

Part 2 of Anthony Kavanagh on Money of Mine!   In this part of the conversation, we talk all things stocks. We roam across regions and commodities, from lithium in Ghana to gold in the Murchison. And of course, we finished with an over-rated – under-rated section!   Enjoy the yarn!   All Money of Mine episodes are for informational purposes only and may contain forward-looking state...

JD had the great opportunity to sit down with Chester AM co-founder Anthony Kavanagh in a jam-packed discussion that we’ll release in 2 parts.   Part 1 of the conversation covered all things Chester, how the portfolio is built, the role commodities play as well as all things macro, from China to India to Australia.   Anthony is a wealth of knowledge with a deep passion for markets, so si...

All you need to know in the quarterlies for BGL, WA1, PRU, MIN, GMD, SLR, WGX + CAI.   All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek ad...

The big takeover has been revealed – SQM bidding at $3.52/share (and also at $3.50) for Azure Minerals (AZS), as predicted by the Money of Mine team!   We welcome onto the show Ben Bailey of Harvest Lane, who lives and breathes M&A, to breakdown the fairly unique deal structure, including the elephant in the room, the Gina-clause.   We also dive into the much-anticipated Pilbara Mine...

Today we sat down with Todd Malan to unpack what the incentives on offer to resource businesses – that are by and large being ignored! We’ve all heard the terms “the IRA” (Inflation Reduction Act) and perhaps know of the Department of Defence or of Energy, but the actual implications are not commonly known. This is a big theme that we see switched-on mining investors paying an enormous amount of a...

We kept today’s show “crisp” just for JD’s liking today. Also we spent 2 hours this morning chatting with Joe Lowry in a recording which he will put up on his Global Lithium podcast in the coming days.   But once we turned our heads to the stock news of the day, we found ourselves reading the quarterlies from Capricorn Metals (CMM), VHM Limited (VHM), West African Resources (WAF) and Adriatic...

Today we find ourselves discussing all the action from the Lithium world once again. And there’s a lot to discuss. Starting with Azure Minerals (AZS) who are in a trading halt pending an announcement of a change in control. We reckon there’s a deal with SQM in play.   Meanwhile, Wildcat (WC8) releases some headline-grabbing drill hits off the back of media speculation that Min Res (MIN) were...

JD sat down with the duo that runs Acorn Capital’s NextGen Resource Fund for a wide-ranging chat on all things resource investing.   Rick & Karina shared where they pick to invest along the Lassonde Curve, what sort of commodities and deposit styles they like, the red flags they look out for, how they diversify the portfolio across stages + commodities plus a heap of hot takes on dozens o...

Here is part 2 of our discussion with Russell “Rusty” Delroy, founder of Nero Resource Fund, on the bifurcation of metals prices.   We found the discussion deeply fascinating, thought-provoking and ultimately necessary to share. We delve into what direction the world is heading in & ways in which we may see regions course correct.   We hope you enjoy the conversation, & make sure...

A day for the deal junkies! Whitehaven (WHC) have been confirmed as the preferred bidder for BHP’s Blackwater and Daunia assets, in one of the more long-winded asset sales the mining market has seen. Lithium Power International (LPI) also announced that they’d sold themselves to the Chilean state-owned copper giant, Codelco. The deal valued them at $385m, or 57c a piece. We touch on the decision m...

Liontown’s (LTR) mega-deal looks to be off the cards with Gina successfully foiling the plans. As Albemarle withdraws, we ask, what happens now? Where does the funding come from for the funding gap? What are Gina’s intentions? What does this mean for Liontown shareholders? What does it mean for Albemarle? We discuss all of those questions in the show.   Plus, we look at Genesis’ (GMD) takeove...

Russell “Rusty” Delroy of Nero Resource Fund returns to chat with us and today he’s got an intriguing topic he wants to put under the spotlight. Mining companies are focused on costs and production, the “controllables”. Rusty is here to advocate an alternative value-lever for mining companies that doesn’t get taken very seriously by industry participants at the moment: higher prices for metals pro...

We had the pleasure of unpacking Guy Keller’s insight on all things relating to the uranium market in this ripping interview just as yellow cake soars around US$70/lb. Guy manages Tribeca Nuclear Energy Opportunities Fund which is a mouthful to say but it holds a lot of Uranium mining companies. Guy is extremely well-versed in the landscape and we ask him all about his views on the specific stocks...

We get the ball rolling today with news that Albemarle (ALB) have an additional 7 days to work on their Liontown (LTR) bid whilst we received confirmation Gina now holds 19.9%. We then took a peek at Delta Lithium (DLI) handy little gold deposit before launching into our opinion of St Barbara’s strategy and incentives, given they bank accounts holds a lousy $240m. Black Rock Mining (BKT), Lithium...

Today we sat down for a cracking chat with natural resource fund manager David Franklyn to drill into how he’s seeing the world.   We went deep into the current commodities set up from a macro economic point of view, how the landscape of commodity producing & processing countries will change in the coming years plus plenty of different companies that many of the Money Miners will be famil...

Azure Minerals (AZS) led us it with a couple of intriguing talking points. We ran through their initial met test-work which gave the market some cause for concern, plus their latest drill hits.   Bellevue (BGL) was next off the rank with a project update for Matty to tuck into.   We raised some comments from Appian Capital’s founder on the back of their latest fundraising (US$2b+ fund II...

Today we went deep on Filo Mining with CEO Jamie Beck.   Filo have discovered & are advancing the Filo Del Sol copper-gold-silver project high up in the Andes.   They fly under the radar in Australia but given their scale and our lack of copper opportunities we thought they’d be worth a chat.   We grilled Jamie on all the challenges that come along with working at 4000m+ elevati...

Welcome to the first ever global Podcast interview from inside an OPEN PIT (we’re claiming the first).   The Money of Mine crew had the pleasure of recording this episode in the historic Great Fingal Pit, close to the town of Cue. Would you believe this trip was Trav’s first venture underground?   We got to speak with some real mining people while out there – recordings filmed undergroun...

We spoke about a couple of majors plus an intriguing junior today.   BHP tuned into our comments on nickel earlier in the week and voiced their thoughts, saying that they’re sticking with nickel despite what others think.   Rio has dished out a US$100m loan to partners in their Simandou iron ore project, one of the richest and thus far untapped projects globally.   We saved a deep d...

We start the show with Barrick’s news that they’re going big on copper, with a US$2b investment in Lumwana in Zambia.   Strandline (STA) then give us some talking points with a better update, plus we speculate on Base Resources (BSE) interest in them.   Red5 (RED) had some more good news as they look to continue a good run, and the same went for Pantoro (PNR) who had a “record” quarter....

We started today with Trav filling us in on London’s mining community then chatted briefly about how the macro world is impacting miners. Genesis (GMD) gave their first real update on Gwalia’s performance post-acquisition, followed by Dacian (DCN) getting the go-ahead to mine at Redcliffe. We chatted through IGO’s view on a potential supply chat for nickel emerging as well as Agrimin (AMN) termina...

We’ve got a special technical chat for the Money Miners with Rob “Refractory” Ryan coming onboard.   We run through all the ins and outs of what refractory ore is, what it means for a project, how investors should think about it, what it does to the capex & opex, plus a bunch of real world operations that’ve had to deal with this type of mineralisation.   All Money of Mine episodes a...