Money of Mine

We cover some interesting territory today. First up, we talk about the aftermarket crossing that we saw occur for Delta Lithium (DLI.ax) yesterday afternoon. Plus Azure’s (AZS.ax) response to the media speculation as they confirm they received a bid from SQM. Trav takes a look at Deterra’s (DRR.ax) results and unpacks the royalty company a little. After Trav’s PSA to Gascoyne shareholders (GCY.ax)...

As we recover from Diggers, we dive back into the daily news rhythm. And today we cover some interesting territory. We kick things off in Matty’s favourite part of the country, Cobar. He asks Trav what “surety” means in the context of Polymetals’ (POL.ax) Environmental Bond. Sheffield (SFX.ax) commence commissioning at their Thunderbird Mineral Sands Project. Trav tries his hand at some shareholde...

Westgold’s (WGX.asx) MD Wayne Bramwell entered the Money of Mine dungeon for a great chat on Day 2 of Diggers n Dealers. Plenty of hard hitting questions about Westgold’s culture turn around, along with the big question…..”Did they bid on Gascoyne”?   All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are n...

We’ve battled our way back from Kalgoorlie and have a good one in store for the Money Miners today. Having seen the awards dished out by Diggers and Dealers, we’ve decided to conjure up a few awards of our own. Titles we announce include the ‘Stage Hog Award’, the ‘Most Memorable Slide Deck’ and the ‘Diggers Best on Ground Award’. The one is a can’t-miss episode!   All Money of Mine episodes are f...

We’re at the end of 3 big days at Diggers, and we’ve got a great interview to share. Please bear with our lower-than-usual production standards because the value of this one is phenomenal.   Jake Klein, the executive chair of Evolution Mining (EVN), one of Australia’s largest gold miners, came on Money of Mine to share his thoughts with us. We had a great chat about gold, copper, M&A, previous...

Money of Mine dialing in from Diggers – Day 2!   We had some great chats throughout the day and are sharing a couple of the conversations.   Tony Rovira, MD of lithium market-darling Azure Minerals came on, along with his son who tried his best to steal the limelight. Our discussion ranged from growing a lithium exploration story to the tough junior gold market, and a bit about their family backst...

Diggers day one for the Money of Mine team! We apologise for this trainwreck episode… We had our mics and cameras rolling from De Bernales, picking up on what the word on the decline was. Our conversations were casual, ranging from various opinions on what different commodities are doing, the news of the day to a few contrarian views on the market. All Money of Mine episodes are for informational...

Money of Mine has delivered another great interview for the Money Miners today with none other than Pilbara Minerals CEO Dale Henderson. We visited the Pilgangoora operations and got the chance to sit down with the boss and grill him on how they’ll spending their big pile of cash, building an enduring business and his take on how hard it will be for competitors to bring lithium production online....

Today we’re sharing with the Money Miners our discussion with Kingsley Jones.   Kingsley runs the investment firm he founded, Jevons Global, on the back of years of experience at firms such as Credit Suisse, AllianceBernstein, and Macquarie group. With this background, his early career may surprise some. He is a PhD in Theoretical Physics with added experience working in research, which shines thr...

We’re delighted to be able to provide the Money Miners with (as far as we know) the first full-length interview with Wyloo CEO Luca Giacovazzi and GM Strategy & BD Joel Turco.   Part 2 is all about the deals. We go deep unpacking the dealmaking creativity on Wyloo’s very public transactions. Think of the bidding war versus BHP for Noront. Remember the raid on Regis? Recall the exchangeable not...

With quarterly season now over, we get to do one of our favourite segments – Name and Shame! Some of the lucky companies that make the cut include Sayona (SYA), Nimy (NIM), New World (NWC), Alice Queen (AQX), Poseidon (POS), AVZ (AVZ), Lefroy (LEX), Jindalee (JRL), and Pan Asia Metals (PAM). We then discuss the great investment that Patriot Battery Metals (PMT) has attracted from America lithium g...

Last day of quarterly season! We kick things off with the big one, Patriot Battery Metals (PMT.asx) announcing their maiden resource estimate. 109.2Mt @ 1.4 % and plenty to talk about.   Next up is a brief chat about quiet achievers Emerald Resources (EMR.asx) who are looking to wrap up Bullseye Mining. A bit of global news followed, with iron ore giant Vale (VALE.nyse) selling off 13% of their ba...

We’re nearing the end of the quarterly season, with a few last-minute capital raises being done to sure up the books. On this theme, Strandline (STA.asx) and Centaurus (CTM.asx) get a mention. We go over a bit of Macro with a potential change in the NSW coal royalty being discussed lately. Then, Liontown (LTR.asx) provides a progress update via their quarterly, and Carnaby (CNB.asx) keeps us waiti...

We have the delight of being able to share today with the Money Miners a discussion with Doomberg! For those unaware, Doomberg represent a small team of skilled analysts who through their substack newsletter write provocative and thought-provoking content in the macro, energy, finance, and economy-at-large space. They consistently produce work that provides readers with a view that isn’t captured...

It’s a full episode today deep into quarterly season!   We kick things off with more details on the tough Panoramic (PAN.asx) equity raising… Not a good time for a nickel player to have to raise. The mood lightens somewhat discussing a resource upgrade at Manna, Global Lithium’s (GL1.asx) flagship project.   From Develop’s (DVP.asx) quarterly the main talking point was that they are no longer inte...

We unpack the highs and lows (mostly lows) for the quarterly reports released in the last couple of days. Pilbara Minerals (PLS.asx) is the stand-out (as per usual) adding a further $656m of cash to the balance sheet. On the other end of the spectrum, Panoramic (PAN.asx), 29 Metals (29M.asx), Galena (G1A.asx) and Ora Banda (OBM.asx) are all losing money on their operations. We discussed where all...

Another jam-packed episode with news from plenty of commodities & jurisdictions!   We start off with South 32 (S32.asx) announcing a write-down of their Hermosa asset, doing their best to one-up IGO’s write-down last week. SolGold’s (SOLG.lse) agreement with the government of Ecuador to develop their huge Cascabel project then gets a breakdown, with some added history of Matty.   Coming closer...

We’re delighted to be able to provide the Money Miners with (as far as we know) the first full-length interview with Wyloo CEO Luca Giacovazzi and GM Strategy & BD Joel Turco. This is the team behind the creative acquisitions of Noront Resources and Mincor Resources. Their deal creativity has extended to Hastings Technology Metals, Western Areas, Regis, and more. Now the team is looking to tra...

Today we had the pleasure of having a deep dive discussion with the one and only Rick Rule.   We covered heaps of ground including fundamentals in natural resource investing, the nuclear renaissance, lithium’s rise from obscurity, surging resource nationalism, picking reliable management teams, unloved sectors, and a heap more.   To check out Rick’s upcoming Natural Resources Symposium click here...

The Money of Mine team couldn’t help but dig into some fascinating stories today, with quite a few to choose from.   We skim over Rio Tinto’s (RIO.asx) quarterly highlights as it relates to copper, then onto the surprising announcement at Peninsula Energy (PEN.asx) with their UEC deal being terminated.   Westgold (WGX.asx) selling their stake in Alto (AMX.asx) caught Matty’s eye, so he researched...

We went into the battery metals today with lithium and graphite!   Leo Lithium’s (LLL.asx) trading halt caught our eye, with potential rumblings of greater government interests in Malian mining projects.   Syrah (SYR.asx) posted a tough quarterly, which we of course tuned into the call for. The graphite market is complex to say the least and SYR had some interesting commentary for us to expand upo...

We kicked into gear this morning with plenty of news to start the week.   Sayona’s (SYA.asx) shareholders only just approved of stock and options grants to management while Hillgrove Resources (HGO.asx) are rapidly approaching go-time at Kanmantoo.   IGO (IGO.asx) announced a huge impairment on the assets they bought from Western Area’s and staying on nickel, Poseidon (POS.asx) decided to delay th...

We start today’s pod in the best way we know how, with some more Banjo Paterson-esque poetry.   Then, for the news, we share what the Abyssinian board had to say in response to the 249D (action to remove the board) discussed on Tuesday’s episode with Rusty of Nero and Eddie of Argonaut.   We crack on with more deals – Lotus (LOT.asx) and A-Cap Energy (ACB.asx) to merge via a Scheme of Arrangement…...

The Money of Mine team had a blast digging into 3 peculiar stories today – a junior mining company doing a share buyback, the wide world of vanadium and the old Nifty mine.   But, before we tucked into these stories, we had to share with the Money Miners a piece of poetry that was written for us. We can assure you that this one is well worth a listen.   On recent episodes we’ve covered some pretty...

The Money of Mine team start the week by reflecting on learning that Australia’s opposition leader, Peter Dutton, is a keen listener of the show, as indicated by his comments on the need for nuclear just a day after our uranium deep dive.   We then look at Black Cat Syndicate (BC8.asx), a company we’ve previously peeled back the layers on before looking into a change of leadership at Kin Mining (K...