Money of Mine

Today’s show is a special yarn with a couple of GC’s who’ve spread the good word of Money of Mine. We welcomed on Partick from Uranium Twitter and Sean Russo for a chat about Paladin’s shocking week, spotting trends early, aligned management teams, how to think about restart projects and plenty more.  Sign-up for the Director’s Special   Please read our Privacy Policy and Disclaimer here   Thank y...

We’ve got 2 big ones today, starting with MinRes shutting Bald Hill until lithium prices recover, as well as the board admitting they should’ve shared numerous related party transactions. Our second story is all about M&A drama in the small cap gold space, involving Brightstar, Patronus & Alto.  Chapters: (0:00:00)Introduction (0:00:30)MinRes shut down Bald Hill (0:21:02)DELPHI stirring th...

Today we spent a while dissecting and discussing Paladin’s latest update which saw the stock crater some 25%, before picking through a potential value play with a colourful history in Kingsgate Consolidated. 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@mine...

We start today with Liontown, who’ve shared some new numbers on Kathleen Valley to help them fight another day, before jumping to some concerning news out of Mali, with Resolute’s CEO and two employees being detained over a tax dispute. Lastly, we delve into Hastings, who’re in a bit of a financial predicament... Sign-up for the Director’s Special   Please read our Privacy Policy and Disclaimer he...

We’re pumped to share our discussion with the co-founders of Baza Capital, Will Sandover & Brayden McCormack. We kick off the chat by hearing about the journey of starting a fund a couple months before covid swept through, and the various ups and downs since. The guys get into how they build their portfolio, how they’ve refined their strategy of the years & why they’re seeing value in the...

We lead off with how the Trump win affected the commodity and equity markets, along with what the future may hold. There was also some big comments last night regarding the future of Lithium and Cobalt. Then we round out with a Trump trade that flew under the radar. Sign-up for the Director’s Special   Please read our Privacy Policy and Disclaimer here   Thank you to our Partners:   Mineral Mining...

In the spirit of Melbourne Cup Day, we take a look at some small cap underdogs that have done interesting deals or made fascinating discoveries of late. Next up, we talk about the shift in sentiment and funding dynamics for junior gold companies, closing off with a mega session on M&A predictions. Sign-up for the Director’s Special   Please read our Privacy Policy and Disclaimer here   Thank y...

We kick off the week with a discussion about the corporate governance & leadership update from MinRes, followed by our infamous quarterlies name & shame segment. We then round off with a chat about an interesting ‘David & Goliath” type situation between a TSX junior and Rio Tinto.  Sign-up for the Director’s Special   Please read our Privacy Policy and Disclaimer here   Chapters: (0:00...

We had the delight of having a detailed & candid chat with Paulo Macro. Paulo is a financial commentator and investor who’s connect with many people over recent years because of his work analysing the macro plus in his own special style. Our conversation focused on various commodities and their future, including uranium, gold, copper, oil (& other energy), PGMs and more.  Sign-up for the D...

It’s all happening on the final day of quarterly season. First up, MinRes, with a big asset sale and some interesting quarterly numbers, followed by Liontown’s first quarter in operation, then on to lithium giant Pilbara and lastly a surprise capital raising at Meeka Metals. Sign-up for the Director’s Special   Please read our Privacy Policy and Disclaimer here   Thank you to our Partners:   Miner...

We rip in with the highs and lows of Sandfire’s quarterly, before jumping into speculation regarding the Anglo coal sale. Next on the list is Black Cat and their bumper $80m raise plus a chat about Kalgoorlie gold infrastructure, then Vault’s quarterly, and finally a first… a segment on diamond miner Burgundy Mines.   Sign-up for the Director’s Special   Please read our Privacy Policy and Disclaim...

On back of an update from MinRes’ board, we have a chat about the decision they’ve got to make. We then move to an interesting take-over battle involving Siren Gold, Rua & Federation Mining before diving into Paladin’s quarterly which saw it drop 20%. Westgold’s new debt facility, the Brightstar & Aurumin trading halts and IGO’s quarterly round us off. Sign-up for the Director’s Special  ...

Today we get to share with you a conversation with Cailey Barker who has one of the most intriguing CVs we have ever seen in the industry. A qualified geologist who spent 15yrs as a sell side analyst and nearly a decade at Blackrock, the worlds largest mining fund manager, where he was a Portfolio Manager. We discuss trends, deals, fund dynamics, ESG, London mining and a lot more. Enjoy. Please re...

Today’s show includes a recap of the interesting details from this morning’s announcements, including Sayona Lithium, Northern Star, Metals X, & Antipa. Then, we share a chat we had with Jake Klein on the topics of regulatory challenges in Australia, our relationship with China plus M&A in the gold sector. Sign-up for the Director’s Special   Please read our Privacy Policy and Disclaimer h...

Today we welcomed on the show Ian Roper, a commodity strategist & expert with some unique views. Ian is a big believer in the growth of India, which he thinks will lead to huge met coal demand, he’s also identifying a “new” + “old” China which investors need to be aware of as well as having in depth knowledge of industrial metals copper & aluminium plus new energy materials nickel & li...

Naturally we start the show discussing the latest drama from MinRes as they & their top man Chris Ellison battle serious financial allegations. We then run through a round of gold quartiles, with Evolution, Ora Banda & Bellevue grabbing our attention. To wrap up, we discuss the likelihood of lower-grade iron ore product becoming the norm for Rio & BHP.  Sign-up for the Director’s Speci...

Today’s episode is one we’ve long wanted to do, and finally we got the opportunity. We’re excited to share our conversation with Alan Clark, better known as Aluminium Al.  The discussion covered why you should care about aluminium and the urgent steps we need to take in Australia to save our industry, as well as delving into his global experience, the meteoric rise of China, the worst M&A deal...

We’ve got a mega China special today with Shehzad Qazi, from the go-to experts, China Beige Book. Shehzad filled us in on the misconceptions the market has regarding China’s stimulus, whether the recent run in commodity prices was purely speculative hype, where the property sector goes from here plus where China will find itself by 2050, and lots more. Sign-up for the Director’s Special   All info...

We rip in with a yarn about Pilbara’s new debt facility and what it might be used for, then onto the Xanadu’s PFS and end-game. Google is getting into the nuclear game which caught our eye, and lastly Siren Gold looks to be turning down Federation Mining for a deal with Rua gold.  Sign-up for the Director’s Special   All information in this podcast is for education and entertainment purposes only...

Westgold (WGX) gets us started as they bed down the Karora merger, before we continue with the gold theme with Pantoro (PNR). Next, we chat about NSW producer Alkane (ALK), and finally we discuss the big move in the global bauxite market after events in world’s biggest producing country, Guinea. Sign-up for the Director’s Special   All information in this podcast is for education and entertainment...

We’re excited to share our conversation with Huw Mackay, former BHP chief economist. Huw is a leading economist and strategist with deep insight into China, global macroeconomics and commodities. We invited him on the show so we could learn about the headline grabbing China stimulus, the challenges facing the world’s 2nd largest economy, the ramifications for commodities and Australia, as well as...

Rio’s (RIO) agreed deal with Arcadium (LTM), priced at US$6.7b kickstarted conversation today, before we went deep on Regis’ (RRL) strong cash print and outlook. To wrap up we discussed the expanded $150m capital raise for MAC, and what the read throughs are. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature...

Today’s show takes us around the world, starting with MinRes’ (MIN) scheming in the West African country of Mauritania. Next, chat about the growing trend of Japanese conglomerates doing deals with explorers and developers, before touching on Capricorn’s (CMM) quarterly performance and Mt Gibson update, plus West African’s (WAF) recovery. Sign-up for the Director’s Special   All information in thi...

We’ve got some cracking stories today, starting with the news that Rio Tinto (RIO) is sizing up Arcadium (LTM), for which we had Mike Teran, portfolio manager at Blackwattle, join us to discuss where fair value sits for the integrated lithium player. Next up we got into West African Resources (WAF) who had a torrid day amid nationalisation fears, and finally we discussed the takeover panels U-turn...

We had the privilege of speaking to mining industry veteran Owen Hegarty.  Owen began his career Rio Tinto (CRA), becoming Asia & Aus. Copper-Gold MD, before branching out and starting Oxiana, which he ultimately merged with Zinifex to form OZ Minerals. Subsequently, he co-founded mining private equity giant EMR Capital, where he serves as exec chair, having also served as the vice-chair of Fo...