Money of Mine

First on the list today is a juicy takeover story. We start with a London-listed miner which just received a 93% take premium… which it rejected. We ended up unpacking most the mineral sands industry, looking to understand where the value is in this niche market.  We then ventured into the world of visible gold announcements, running through a plethora of outrageous announcements from years gone b...

We had the delight of chatting with two insightful junior mining analysts on how to find early-stage projects that are capable of generating shareholder value over time. Vukasin Pekovic posts regularly on Twitter (@VukasinPekovic) and CrimsonCarp writes a thoughtful Substack (https://crimsoncarp.substack.com) tapping into his years of geological experience. We dive into how their individual approa...

We kick things off today with a walk through how someone managed incinerate a few million dollars in a matter of moments at BHP.  Next up we tackled the lithium giant SQM and delved into trying to decipher where we’re at in the lithium cycle. Lastly, we chatted about the common trending of switching out your lithium assets for gold while looking at TG6’s acquisition. Sign-up for the Director’s Spe...

We had the opportunity to sit down Vuslat Bayoglu, a man who knows more then most about running an African mining business. Vuslat leads Menar, a private mining & investment company, that has bought assets from Rio in the past and understands the intricacies of operator in a tough market. He gave us the 101 on the much-maligned SA power situation, how he assess the pros & cons of operating...

We jumped straight into uranium talk with EnCore Energy getting punished, down 46% on a production miss and the news that its CEO would leave the company effective immediate.  We then had a detailed conversation on the risk-off sentiment across markets, where China is heading in policy and stimulus, the continued intensity of its Belt & Road Initiative and how Australia fits into all of this. ...

Darren Kwok from Perenti/Barminco and Andrew Dawson from Sandvik joined the show to chat the future of underground load & haul. We had a yarn about:  ·       Battery truck trial at Sunrise Dam ·       Diesel/Electric loaders and trucks hitting the market ·       Hybrid potentials for Load & Haul Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money...

Today we’re sharing an enlightening discussion into the world of making discoveries, African exploration and having an edge, with First Quantum’s Mike Christie. We explore whether mining companies have lost the plot, where he’d explore if he had a blank canvas, how the approach of the Chinese differs and a whole heap more.  Sign-up for the Director’s Special   Please read our Privacy Policy and Di...

We start todays show delving into rare earths and how the depressed price environment is hitting Lynas, looking to answer whether they’ll need extra cash.   Next, we spit-ball about what advancements in robotics and AI could do to the demand for various metals from titanium to copper, before we close with some juicy deal making in the goldfields, with AngloGold Ashanti tying up an option with juni...

We ventured to Canada to kick things off today, unpacking the C$7.7b deal between Equinox and Calibre. Next up we delved into a lucrative and niche commodity, and we ask the question, can a Canadian junior crack the monopoly? Lastly, we come closer to home to discuss the latest and greatest in the Kalgoorlie region, with Black Cat swinging for Westgold’s Lakewood mill. Sign-up for the Director’s S...

Two big stories dominated our focus today: Mitsui’s Rhodes Ridge deal + the De Beers write down by Anglo. We had to unpack the truly enormous swing the Japanese trading house has taken at an iron ore project only forecasted to come online in 2030, and similarly we couldn’t miss a chance to chat about the decline in fortunes of one of the 20th centuries most profitable businesses.  Sign-up for the...

It was our privilege to sit down with Perseus Mining CEO Jeff Quartermaine. Jeff has run the West African gold miner for over a decade, helping take the company from a junior to where it is today. We discussed the recent M&A drama involving Predictive, capital allocation in a world of US$3k/oz gold, his view on hedging as well as the all-important aspect of jurisdictional risk.   Chapters: (0:...

There’s been a plethora of businesses reporting numbers, but we decided really hone in on one name. MinRes. The company is fascinating, and the story gets better by the day. We looked to focus on what really mattered from the results while trying to get at the heart of what comes next for the company. Sign-up for the Director’s Special   Chapters: (0:00:00)Introduction (0:01:53)What Really Matters...

We dive straight into the Big Australian’s numbers, specifically honing in on BHP’s action in South Australian Copper and asking the question: How much have they blown? Next up we discussed the passionately supported Adriatic Metals, who yet again are out raising capital. Lastly, we give a brief prelude to the half-year results of MinRes. Chapters: (0:00:00) Joke of the year (0:02:14) Reflecting o...

Pala Investments’ Tom Solomon sat down with us for a cracking chat on his views on the uranium market, where copper is going, the value in gold as well as how his general macro overview is shaping his investments. Sign-up for the Director’s Special   Please read our Privacy Policy and Disclaimer here   Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money o...

We had the pleasure of chatting with Spencer Cole, an expert in a part of our industry in which we haven’t spoken nearly enough about. Spencer knows more than most about royalties, so we used the opportunity to pick his brain about how the sector has evolved, how different royalties come into existence, the best & worst royalty decisions that have been made, how royalty co.’s should trade plus...

We flipped the switch today and dived into the world underground mining with Matty. We break down the step by step process of mining underground, challenges different mines can face, things to keep an eye out for during ramp up, what’s underappreciated by the investing community about mining and heaps more. Lastly, we rounded off with a rapid fire on some mining news from Evolution, St Barbara and...

We’ve opted for a different style of episode today diving into the world of mining corporate finance with Ally GC, getting into some 101 on all the different concepts and lingo. We discuss how mining companies decide on their optimum project financing mix, how capital raises are priced, what happens on non-deal roadshows, what the hell a VWAP is and heaps more. Stay tuned for Matty’s underground m...

We kick off our 400th podcast episode diving into some uranium news and then took a look at Polymetals’ recent capital raising and their path to restarting the Endeavor zinc-silver mine. We checked out a peculiar small cap gold takeover bid and closed with some lithium news around the grounds.   Grant Isaac interview on Triangle Investor - https://www.youtube.com/watch?v=HhvxzE6v8Po   Sign-up for...

You asked the questions, we answered them. In today’s chat we ripped through a heap of questions sent in by the Money Miners, quizzing us on what Trump’s presidency means for commodities, the outlook for copper in 2025, why orebody geometry is important for mining, finance lingo 101 and heaps more.  Sign-up for the Director’s Special   Please read our Privacy Policy and Disclaimer here   Discounte...

We had a special guest join today’s episode, West Coast Eagles footy superstar, Jeremy McGovern. We took a look at the Blackstone Mankayan deal, trade war updates and the recent gold price action. Sign-up for the Director’s Special   Please read our Privacy Policy and Disclaimer here   Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100...

We dived into the big news of the day, taking a look at Predictive’s strategic placement to the Lundin Family and Zijin. Matty touched on WA1’s met results, and we closed with a rapid fire on other news stories from around the grounds. Sign-up for the Director’s Special   Please read our Privacy Policy and Disclaimer here   Discounted tickets available for AUSIMM Underground Operators conference e...

Trump’s tariffs on Mexico, Canada and China was the big news over the weekend which sent shivers down the spine of many ASX miners. We discuss what the potential impacts on commodities may be, while also taking a look at Westgold’s downgrade to FY25 guidance, our infamous quarterlies name & shame segment along with some other news from around the grounds. Sign-up for the Director’s Special   P...

We got fundie Romano Sala Tenna back in the studio for a cracking ep, honing in on 2024 learnings and the outlook for 2025. We dive into the passive vs active debate, momentum going ballistic, being overweight miners and a whole heap of individual stocks that range from being hated to loved. Sign-up for the Director’s Special   Please read our Privacy Policy and Disclaimer here   Thank you to our...

It’s our last day of talking about quarterlies so Matty and Ally dived in and went through some highlights from the MinRes and IGO reports, along with a few others around the grounds. Sign-up for the Director’s Special   Please read our Privacy Policy and Disclaimer here   Thank you to our Partners:   Mineral Mining Services – Your preferred mining contractor   enquiry@mineralms.com.au - 1300 546...

She’s a big quarterlies day today. We checked in on Boss Energy’s restart progress, spitballed what Gold Road and Perseus might use their healthy looking balance sheets for, and a rapid fire on Develop and Pilbara’s quarterlies. Sign-up for the Director’s Special   Please read our Privacy Policy and Disclaimer here   Thank you to our Partners:   Mineral Mining Services – Your preferred mining cont...