Money of Mine

We started the show by trying to understand the poor performance of WA gold developers, and question whether this is their death. Then we chat about Meteoric (MEI) and their recent scoping study and stay in South American as there’s drama surrounding Silvercorp’s (SVM.t) stuttering takeover of Adventus (ADVN.t). We round off the chat highlighting all the key points we’re looking for this quarterly...

Plenty to rip into as always on a Monday, with two deals grabbing the headlines. MACH is buying Rex (RXM) for a bit under $400m while the Mt Bundy gold project is also being sold. Canada is making some big changes on an M&A front, while Encounter (ENR) continued its run on niobium hits. Ramelius (RMS) shared its cash figures while getting the go ahead, if it’s still interested, in bidding West...

We’re joined by Matt Warder for a great chat about met & thermal coal markets, what recent events have done to prices, what the transition away from these commodities will look like, which companies stand out and the age old dividend vs buyback debate. Enjoy the yarn! Sign-up for the Director’s Special Coal Trader Substack   All information in this podcast is for education and entertainment pu...

We kick things off with a “How to Build a Waterfall Chart” special, now that we’re into quarterly season. Then, we chat about several pre-quarterly releases, including from Boss Energy, Westgold and Capricorn, before we round up the show with a discussion on Chalice’s poorly received MoU with Mitsubishi. Sign-up for the Director’s Special   All information in this podcast is for education and ente...

Some big news today with Liontown (LTR) announcing new funding with LG Energy, West African (WAF) updating their feasibility study whilst raising $120m and Centaurus (CTM) finally sharing their feasibility study. We also spoke briefly about 29Metals (29M) sharing their rates, met coal prices flying, intriguing developments in the cobalt market and some drama at Avebury.   Sign-up for the Director’...

We’ve got 3 big stories today. Firstly, a fire broke at Anglo’s (AAL.l) Grosvenor coal mine which caused alarm throughout the sector. Secondly, we were joined by Bogan Geologist and fund manager Emanuel Datt for a debrief on WA1 following their maiden resource as well as the recent metallurgical results, one year after we initially had them on. To wrap up, we discussed the unfortunately news that...

We had a chat with Mike Bevan, a geo (who runs a cracking YouTube channel at GeoInvest Insights) to get right into the weeds on understanding rare earths from a geologists perspective, as well as some uranium chat. We picked through hard rock and the clay deposits, the red flags to look for plus the important tricks in the all important metallurgical side of things. Sign-up for the Director’s Spec...

We’ve got Ahmad back in the studio for an exploration bonanza! This time we’re diving deep into lithium and rare earths, getting into all aspects of what make a good deposit (or discovery), what the common red flags are, what make certain projects stand out, how investors are commonly deceived and a whole heap more.   Sign-up for the Director’s Special   All information in this podcast is for educ...

It’s straight into the Murchison as all fingers point to Ramelius (RMS) as the buyer of a parcel of Spartan (SPR) stock, before we go global, diving into the Paladin (PDN) – Fission Uranium (FCU.t) deal. Our final topic was the notable collapse of Sev.en’s deal to buy 51% of Coronado (CRN) from EMG, with a bit of commentary on the broader investment interest from Aussie Superfunds in energy busine...

We’re back swinging this week with all sorts of news. Firstly, we dive into Pilbara Minerals (PLS) huge expansion plans, before getting into some juicy news on the pending Karora (KRR.t) Westgold (WGX) deal.  It’s then over to uranium land with Paladin (PDN) announcing a potential deal, rumoured to be Fission (FCU.t). We wrap things up with Tianqi’s disgust at the Chilean regulator following SQM-C...

We’ve got a belter of a weekend special here, Daniel “Dingo” Harangozo and Sammy Berridge on the show. While Sammy is a familiar face to the Money Miners, we’ve pulled Dingo on for his debut, to pick the brains of a first rate investor in the natural resources space. We had a blast chatting through everything under the sun, from uranium to lithium, Australian energy through to PGMs and all that si...

It’s all happening today, with the nuclear debate ramping up and going mainstream naturally getting us chatting. MinRes (MIN) dropped a late one yesterday, shutting down their Yilgarn iron ore operations plus we got Ahmad on for a special chat about Queensland copper, and a potential “discovery” by Anglo. Resolute (RSG) re-wrote some of the terms of their Ravenswood sale which sees some cash comin...

This is a different episode today. It’s a bonus episode after all. When we were in Sydney, we asked Livewire’s Co-Founder, James Marlay, if he would be kind enough to let us ask him about his experience building and growing the business. He kindly said yes. As we build Money of Mine, we look at leading digital media businesses like Livewire to learn everything we can. In a short period of time, Li...

We kickstart the show looking to identify the seller of over $1b of FMG stock. Then, it’s a dive into Niger to get up to see on how geopolitical events are shaping European uranium demand, before we pick apart Beach Energy’s (BPT) new direction. Lastly, we discuss three open pit gold projects (GMD, AUC, SGD.t) and see how each stacks up. Sign-up for the Director’s Special All information in this p...

Righto Money Miners, Deterra (DRR) has done a deal and you bet we had a chat about it.  Out of the blue, Rio Tinto’s (RIO) Jadar project looks like its going to get local approval in Serbia, while the rest of the lithium market (LTR, IGO, PLS) is reeling for a tough month in the market. Uranium, on the other hand, continues to win people over, as Japan discussed expanding output at a number of its...

We’ve got a great chat to share with Fergus Cullen (or Trader Ferg). Ferg writes a popular Substack blog, where he hunts for value investments in a lot of the areas we like to look. We had a blast picking through PGMs, beaten oil services plays, the evolution of the uranium trade, where coal and other energy goes from here, why he’s taken a liking to gold as well as the recent addition of tin to h...

We’re straight into the shorts today, chatting through a heap of the most shorted ASX miners and pondering why. Then, we delved into the EU’s latest attempts to support its auto-makers by ratcheting up tariffs on Chinese made vehicles, before we picked through who could buy Spartan (SPR) on the back on its run. Big copper producer MMG have been making some fascinating moves in capital markets whic...

We sat down with Stephen Wood of Eiger Capital to chat through his views on the world of resources. Stephen has been invested in a host of companies across many commodities that we love to chat about, from goldies to iron ore, and uranium to rare earths.  He’s got a philosophy on picking miners coming to production in a bullish market which we got a kick out of debating with him. Sign-up for the D...

We’ve got plenty of stories from around the grounds, starting with 29Metals (29M) finalising their offtake financing, then onto Southern Cross (SXG) & Mawson Gold (MAW.t) tying the knot. MinRes (MIN) seem to have pushed their $200m Red Hill (RHI) payment down the road a touch, while oil & gas M&A rumours are in the air. Bannerman (BMN) knocked out more study numbers while AIC Mines (A1...

Bonus ep time Money Miners. We sat down with 4 (3 in person, 1 virtually) UGC’s who earned their way onto the show through their phenomenal effort in sharing the Director’s Special newsletter . Chatting with these Money Miners, we ventured from exciting small caps to M&A at the big end of town, from valuing gold in the ground to resource nationalism and plenty in between. It was a privilege to...

The Money Miners have long requested a small cap special, and we’ve done it. We brought on geological whiz Ahmad Saleem to help us navigate some hot regions, companies and commodity all across the world. First up we went to the Cobar to pick through the exploration hopeful, including AGC, PEX and TLM and more. Then, it was over to Africa, first in the Copper-belt looking at PSC and onto WIA and th...

Chris Ellison pulled one of his “levers” and announced the much-anticipated sale of 49% of the haul road. We look at the players that could reap the rewards for the new road. Matty got us up-to-date on all the big rumblings in the uranium world, then we chatted through the life and recent struggles of Sheffield Resources (SFX). Novelis ditched their BIG IPO plans which had us raising an eyebrow an...

This is a juicy episode. We decided to chat through all the companies that have something bubbling away that could rise to the surface soon. We run through it by commodity, chatting our way through energy (including uranium), gold, lithium, iron ore, mineral sands, rare earths, copper and met coal. Too many companies to mention came up!  Sign-up for the Director’s Special   All information in this...

On our voyage to Sydney, we sat down with Darko Kuzmanovic (Janus Henderson) and Matt Fist (Firetrail), alongside Livewire’s James Marley, to pick the brains of these resource investors. This video is part 2 of the interview, with part 1 posted on Livewire’s channel last Friday (link below). While part 1 covered resource investing fundamentals, lithium (IGO, PMT, PLS) and copper, part 2 dives furt...

JD sat down with Roscoe Widdup, founder of Triple Eight (T8) Capital for a deep dive into Roscoe’s view on markets. T8 run a Clean Energy Fund as well as a Gold Fund, which formed the foundational of all the different themes and companies discussed. Roscoe shared what he looks for in companies, what the last 5 years has been like in the volatile space, why gold bullion is the best perform asset of...