Money of Mine

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 onl...

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 pu...

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...

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...

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...

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 educat...

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...

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...

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 Spe...

 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 t...

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.  Sign-up for the Director’s Special  ...

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 r...

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 e...

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...

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. Sig...

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...

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 inf...

 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 host...

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....

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...

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...

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 entertainme...

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....

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 t...

Mining news doesn’t stop… we’ve got 3 crackers today. 1.       Whitehaven 30% of Blackwater + share their full year results 2.       Patriot Battery Metals release their PEA 3.       CONSOL & Arch Resources merge not form US$5.2b 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...