Money of Mine

Nothing gets us excited like a bidding war. The Rack Attackin Arizona ft. New World Resources, Kinterra Capital and CAML is delivering on all fronts, we share the latest here plus explore the rising trend of resource nationalism. We wonder if Barrick could be doing things differently amidtheir dreadful performance in this gold bull market and cast our eyes over the merit of Reko Diq in particular....

Hostile M&A is back! Kinterra Capital and CAML are going head-to-head in their quest to take out New World Resources, giving us no shortage of enjoyment. We also picked up on a chunky financing package for Asante Gold, who has secured ~US$500m+ to make their Ghanaian gold mining dreams a reality. Could there be an opportunity in the recapitalisation? .…………… TIMESTAMPS (00:00) Introduction (01:...

We kick off with the wild moves sweeping through uranium, breaking down SPUT’s raise, the squeeze mechanics, and whether valuations have run too hot. Next up: the drama at New World Resources, where a bidding war could be brewing. And to wrap, a juicy chat about Black Cat’s bold call to stash gold instead of Aussie dollars — and what it says about the market mood. .…………… TIMESTAMPS (00:00) Introdu...

We have been struggling to make sense of the headlines in the rare earths market lately. What's relevent? What's real? Why do the equities make no sense? To piece it together, we've pulled together a conversation with 3 very insightful people that cover the sector: Thomas Kruemmer (of The Rare Earth Observer), Sustainable Dude, and Dylan Kelly (DK) of Terra Capital. The discussion covers the geopo...

There has hardly been news in the mining world that’s left us as stunned as Tether (yes, the crypto company) buying a huge stake in royalty group, Elemental. We had to unpack it. On the other end of the spectrum, a struggling coal minerCoronado has had all sorts of financiers and competitors circling, as its stock plummets. We ask the question, what does the future hold for shareholders? .…………… TI...

How does a shell company turn into Australia’s biggest goldminer, capped at nearly $30 billion? In this episode, we unpack the fascinating story of NorthernStar — from 2c a share to over $20, securing world-class assets across multiple continents, including the Australia’s greatest gold mine, the Super Pit . We trace the company’s journey, get in the weeds on their M&A approach, and highlight...

Today we’re sharing our conversation with Taylor McKenna of Kopernik Global Investors. We’ve long wanted to chat with Kopernik, given their strong value investing orientation, the fantastic research papers they’ve shared and their eclectic portfolio. And our conversation didn’t disappoint. Taylor shared the Kopernik philosophy, before expanding on why they like platinum group metals, gold and lith...

For today’s show we welcome back the Koala. It’s been a busy period of big announcements on the global mining stage, with Rio’s CEO announcing his resignation, Glencore seemingly prepping for a deal, Harmony Gold bidding for MAC, Adriatic and Dundee appearing on the cusp of a deal, Alphamin outshining Metals X and NexGen highlighting the prospectivity of the Athabasca Basin. Who better to pick thi...

On the show today we’re joined by Neil Ringdahl to pick apart the challenges at Ivanhoe’s Kamoa-Kakula. Neil technical background made him the perfect person to walk us through the news that shook Ivanhoe. The seismic events & flooding that’ve disrupted Africa’s biggest copper mine has put an already jumpy copper market on edge, providing plenty of talking points. In addition, the Koala jumped...

Today’s show covered it all, from a deep dive into WA gold to what it takes to turn a company into an institutional-grade powerhouse. From the Genesis deal to snap up Focus Minerals’ Laverton project, to the growth plans, we picked it apart. Plus, what’s brewing at Sunrise Dam, Regis Resources, and Magnetic Resources? And where does a potential Genesis-Vault merger fit into the picture? …………… TIME...

This week, we hit the Fin’s Mining Summit and rubbedshoulders with the who’s who of Australia’s mining elite. We decide to break down the big themes everyone’s debating — who’s really top dog in iron ore, which miners should do a copper deal, how to make Australia #1 in mining as well as plenty of cracking one-liners. Plus, Adriatic Metals lit up the market after revealing talkswith Dundee Preciou...

Xanadu finally received a cash bid, but it came from anunexpected bidder. We’re hooked and naturally, we explore the likelihood of a bidding war should Zijin feel the pressure to bid now. The most publicised sale process at the moment has to beRavenswood Gold. Amazingly, there’s only two bidders left. One of which is Regis, and we tell you why we don’t really think Regis will buy it. Plus, we kick...

Commodity trader Bentley Attebery and China macro analyst Rogan Quinn join us for a unique conversation. The pair delve into the current dynamics of commodity markets, particularly focusing on China's economic activities and their impacts on metals, property, and renewable markets. They explore China's cyclical stabilisation, the state of the real estate market, US tariffs' effects on global trade...

In today’s episode, we invited on Dave Franklyn of Argonaut Funds Management. We thoroughly enjoyed this conversation, which traversed many topics, including how to make sense of the macro environment, why Dave never compromises on stock quality, how he positions in times of uncertainty, the lessons he’s learnt along his investment journey and his thoughts on a host of individual stocks.  We hope...

It’s been a big week at Money of Mine, so we start today’s show with an open yarn about it. To get back into the swing and talk about what we’re fascinated by, we dove in a big story. Why Liontown has run so hard and what the futures holds for them. And we decided to include an open discussion we had after ripping the episode. Sign-up for the Director’s Special Chapters: (00:00) Changes at Money o...

Will Thomson of Massif Capital has a unique way of thinking about opportunities so we were thrilled to cover topics including tin and the DRC, copper and Zambia, USA’s growing understanding of mineral importance, gold miners in the Americas and some fascinating thoughts on the investment business. Follow Will on Twitter @wmthomson22   Sign-up for the Director’s Special   Chapters: (00:00:00) Intro...

Fund manager, David Finch of Ixios Asset Management kindly joined us to explore the full spectrum of mining equites. We largely discuss the state of gold miners who will be flush with cash at current gold prices. The question on David’s mind: which ones will allocate that cash best? Plus we explore the more ‘out of favour’ commodities on David’s mind.   Sign-up for the Director’s Special   Chapter...

Today’s show is a fantastic chat with fund manager Rick Squire. We covered a heap of ground, from the possibility of a rare earths rebound, to where there’s value in the gold sector, as well as prioritising companies of scale, potential natural resources M&A and who’ll benefit from a lithium run up.  Enjoy the yarn! Sign-up for the Director’s Special   Please read our Privacy Policy and Discla...

A quick wrap up for the week as we rapid fire run through the five most interesting deals of the week.  Plus we can't let the late quarterly reporters get away without our signature Name and Shame segment.   Sign-up for the Director’s Special daily email.   Chapters: (0:00) Introduction (2:13) The top 5 deals of the week (11:16) Name and Shame ASX Late Reporters  Discounted tickets available for G...

In today’s show we had the pleasure of chatting with junior mining specialist John Forwood. John is a wealth of knowledge when it comes to the explorers, so we picked his brain on interesting commodities, where pockets of value are, what he think deserves more attention and how he think M&A has evolved in parts of the market. Sign-up for the Director’s Special Please read our Privacy Policy an...

We’re in the thick of quarterlies now, so we plucked out 2 of the most fascinating stories to chat about. First up we dived into MinRes, who saw their stock rocket 15%+ on the back of their release. And for our second story, we peeled back the layers at Emerald Resources, looking at the opportunities that lie ahead for the miner with 2 growth projects. Sign-up for the Director’s Special   Chapters...

We start the week with a bit of shareholder activism, as Datt Capital launched a 249D to make some board changes at gold exploration bolter Koonenberry. Our second story for the day is a gold Merger of Equals, with Alkane and Canadian listed Mandalay Resources tying the knot, to create a $1B gold producer. Sign-up for the Director’s Special   Please read our Privacy Policy and Disclaimer here   Di...

Given all that’s transpired in markets lately, we felt overdue a discussion Perennial Value Management’s Sam Berridge. As always, Sam shared his thorough and nuanced perspectives on a range of topics, starting with the macro environment and the implications for gold, the disparity between bullion and equities, learnings on management incentives, hedging risk in a volatile market and what other com...

Why this ‘Big Short’ billionaire bought a gold mine? Also, are Liontown slowly making it work? Along with Paladin’s rebound on quarterly pounds and Albanese’s announcement of a strategic minerals reserve.   Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.  Aus...

With gold rocketing, we start the show by running through interesting undeveloped Aussie gold projects flying under the radar.   Next we move to MP Materials, which has been caught in the cross hairs of the trade war, followed by an ‘around the grounds’ chat of all the big news from the past couple days, including, Bellevue, WA1, Gorilla Gold, CZR, Strickland, Santana, Deep Yellow & De Grey. ...