Money of Mine

We’ve got 3 unique bits of news to pull apart today 1.       Yancoal get smashed after cutting their interim dividend 2.       Terra Uranium & ATHA announced a tie-up 3.       A recap on all the intriguing block trades & strategic investments we’ve seen recently Sign-up for the Director’s Special   All information in this podcast is for education and entertainment purposes only and is of g...

We’ve got stories of two different mining companies, Regis Resources (RRL) & Silver Mines (SVL), who’ve both had their projects put on indefinite ice following separate government/court rulings. There’s lots for us to debate here. 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 M...

On the poddy today we interviewed Arjun Murti, a former head of energy research and partner at Goldman Sachs, who now publishes a Substack called Super-Spiked as well as working at energy research, strategy and investing group Veriten. We covered plenty of ground, including Arjun’s guiding principle on meeting the worlds energy needs, each nation’s focus on energy independence, how cyclical busine...

We’ve got 2 BIG stories to chat about. Pilbara Minerals buying Latin Resources in an all-scrip deal AND Perseus making a move on Predictive Discovery. Let’s go.  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 Contribut...

We’ve got a big deal to talk about, with Gold Fields (GFI.nyse) swinging for JV partner Osisko (OSK.to) in a C$2.16b deal. We also touched on comments from Barrick boss Mark Bristow, as well as speculation that Albemarle might sell their Greenbushes stake, and a block trade that crossed in Genesis (GMD) stock. Finally, we picked over news that Zambia has closed its boarder with the Congo.  Sign-up...

We kick off the week diving deep into Red 5 to try and figure out what their next move will be after bolstering their balance sheet. This included another deep dive on Magnetic’s Lady Julie project and how the next Battle for Leonora could play out. We crossed the globe to Serbia to see what’s going on with the massive protests against Rio’s Jadar lithium project approvals, plus some around the gr...

Jon Hronsky joined us on the poddy to chat through a host of fascinating subjects, centred around improving exploration success. Jon is deeply experienced in the subject and has spent plenty of time developing models that can improve the return on investment, as well as the behavioural biases managers and explorers are afflicted by, what culture sets up a miner for exploration success, how AI/ML w...

We’re straight back into it with a recap of Diggers 2024, our own awards session, plus news coming out of Arcadium Lithium (LTM), West African (WAF), Medallion (MM8) and lastly CZR Resources. 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 profes...

Here’s our chat with mineral economics, geology & strategy whiz John Sykes. We went through a raft of topics, from commodities such as tin, lithium, rare earths & gold, to the role of government in supporting the industry, how China built its dominance, the biases that we’re all guilty of and a heap more.  Sign-up for the Director’s Special   All information in this podcast is for educatio...

You asked the questions, we answered them. In today’s chat we ripped through a heap of questions that Money Miners sent in, quizzing us who the best management teams are, how we’re viewing certain projects, what the latest layoffs mean for the industry and a bunch more.  Sign-up for the Director’s Special   All information in this podcast is for education and entertainment purposes only and is of...

It’s name and shame time to get us started, for those exploration battlers who can’t report on time. Then we’ve got uranium news from Cameco (CCJ.nyse), WA gold M&A involving BTR/AME/GML, quarterly awards with an Olympic theme plus a breakdown of the Albemarle news and what stood out to us this quarter.  Sign-up for the Director’s Special   All information in this podcast is for education and...

There’s been a few companies that are hitting an intriguing point in their life cycle that we had to chat about, starting with Adriatic (ADT) as well as Liontown (LTR). Brightstar (BTR) and Alto (AME) are doing a deal, with details not realised at the time of recording, while Champion Iron churned out a decent quarter from their high grade Canadian operations. Sign-up for the Director's Special  ...

It’s all happening in the mining world. Another c. $2B of Fortescue (FMG) stock traded hands this morning, with fingers pointing at Capital Group again. BHP & Lundin Mining (LUN.TO) are teaming up to take out Filo (FIL.TO), share ownership of Josemaria and take their copper books to the next level. IGO shared their Q4 results and an outlook to FY25, as did Perseus (PRU), while MAC and SFR prov...

3 big stories today, starting with ERA seeing its Jabiluka lease not renewed, then rumours swirling about M&A involving Teck and just about every major miner and finally the quarterly that was at Ramelius. 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 no...

We had pleasure of chatting with Bentley Atteberry, co-founder & CEO of Myst Trading, on all thing’s commodities. Bentley has a unique perspective given his position between investor & commodity trader, and shared views on coppers dramatic run up, the set up in aluminium, the niche world of tin, as well as what he’s picked up on the evolving lithium market and the beaten up PGM sector. Sig...

We’ve got a BIG one. Bellevue (BGL) has come to the market hat in hand for $175m, while almost every ASX goldie shared a quarterly today (NST, WAF, CYL, PNR, RRL). Sandfire (SFR) had improved cashflow, but MATSA still looks shockingly expensive while Karoon (KAR) finally listened to shareholders by launching a buyback.    All information in this podcast is for education and entertainment purposes...

We’ve got some big stories in the thick of quarterly season, starting with a highlight reel of the best moments so far, before we dive into Ora Banda’s (OBM) numbers, Lynas’ (LYC) valuation and Metal Acquisition Corps (MAC) output. We wrap things up with a chat about the well-received Spartan (SPR) resource upgrade.  Sign-up for the Director’s Special   All information in this podcast is for educa...

First cab off the rank today is Paladin (PDN) with production of over 500kt pounds of uranium since the restart. Next up we spoke about South32 (S32) who had a horrid day after sharing their quarterly and an update on Worsley, followed by Regis (RRL) who came out with the McPhillamys DFS. We rounded up with 3 smaller operators, in varying states of health, with Jervois (JRV), Sierra Rutile (SRX) a...

JD sat down with John Forwood (CIO at Lowell Resource Fund) and Hedley Widdup (CEO at Lion Selection) for a big chat on junior mining. The conversation went from how their 2024 predictions are faring to the lack of liquidity in juniors, from the increasing red tape in the sector to how the financing landscape has changed and everything in between.  Sign-up for the Director’s Special   All informat...

We get going today with news that Fortescue (FMG) cut 700 jobs and is renewing its corporate structure & strategy, followed by a chat on Genesis’ (GMD) quarterly numbers. Evolution (EVN) had a decent quarter with some points worth discussing and lastly we spoke about a trend of more dealmaking for miners globally. Sign-up for the Director’s Special   All information in this podcast is for educ...

On the back of Nickel West getting shafted by BHP officially (for now), Trav launched a Twitter Spaces on Thursday last week. The Koala and Tom Woolrych joined in. The convo shortly broadened out and so we thought we'd release it as a bonus episode this Wednesday. Enjoy Money Miners. Sign-up for the Director’s Special   All information in this podcast is for education and entertainment purpos...

We had a chat with long time natural resource fundie Warren Irwin to get his take on several topics. Our conversation covered the state of Canadian miners and the countries M&A policies, why you shouldn’t listen to uranium super bulls, the disservice NexGen is doing to mining, why he likes nickel and plenty more.  Sign-up for the Director’s Special   All information in this podcast is for educ...

We kicked off the week entertaining some hypotheticals after the massive copper M&A rumours over the weekend about BHP and Lundin reportedly working together to put forward a joint bid for Filo and Rio potentially having another crack at Teck. Matty then went into the weeds on the Bellevue quarterly, followed by Ally GC’s rapid fire on De Grey’s quarterly, Liontown’s new offtake and Meeka’s de...

We went for a deep dive into the miners and contractors that make the cut for Aussie Small Cap fundie Matt Griffin’s portfolio. Matt’s a thoughtful generalist investor with plenty of experience in the mining sector, and he currently operates as a co-portfolio manager at Maple-Brown Abbott. We’ve discussed his uranium, copper, gold and energy holdings, as well as his views on the Canadian market, c...

We’re all over the BIG news out of the uranium world – Kazakhstan is ramping up taxes on all mining projects, and boy could you see it from the surge in global uranium miners. We then went for a walk through IGO’s decision to not go downstream with Wyloo on a PCAM facility in Kwinana, and look ahead to where the company will go next.  Sign-up for the Director’s Special   All information in this po...