Money of Mine

The world of commodities served up a broad range of news for us to talk about today, covering many corners of the globe.   We start with a bit of macro on the potential implications of China’s slowing property market & broader economy, before smoothly segueing into the latest update from the world’s biggest miner, BHP.   Allkem (AKE) then caught our eye with a strong focus in their a...

We’ve got a great interview to share today with investor Hedley Widdup.   Hedley shares with us his move from being a geologist to a natural resource fund manager, where we’re at in the mineral exploration investment cycle, what the temperature is for various commodities, things he looks out for in juniors and plenty, plenty more. Enjoy the wide-ranging chat with Hedley Widdup!   All Mon...

JD sat down for a 1-on-1 discussion with the Chief Investment Officer of Lowell Resources Fund, John Forwood.   Johns has more experience than most when it comes to investing in exploration businesses with decades of experience across geology and funds management. Lowell were early investors in companies such as De Grey, Gold Road, Predictive Discovery, Azure Minerals, and plenty more.  ...

A few Capital Raises have hit the market today, namely Azure, Rox Resources and Centrex. We also chat the 29 Metals insurance and impairment update, along with drilling results out of WA1. Trav and JD go deep into the world of Phosphate to round things out.   All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The c...

Today we unpack the incredible story that is the Firefinch (FFX:ASX) saga. This is a brilliant tale, and a long one too. Thankfully we were able to recruit the services of our brilliant intern, Patrick Newton, to help us out to tell this tale. The story has a bit of everything.   All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may...

Today we have swapped out JD (who is still enjoying his Melbourne oat lattes) for Alexandra Gelevitis aka Ally G. She brings with her some impressive knowledge of the industry accrued from 5+ years investment banking and we leverage that intellect to take a guess at what the next deals could be in the gold space which is prime for consolidation.   Plus Matty unpacks the announcement that Byrn...

JD and Emanuel Datt, founder of Datt Capital, sat down for a broad-ranging 1 on 1 discussion. We went in-depth on Emanuel’s investment style, what the current macro environment is looking like, and what his thoughts are on various commodities as well as digging into a few stock-specific thoughts. In addition, we couldn’t resist a rapid-fire under-rated vs over-rated round to finish things off. &nb...

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 sha...

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 ma...

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...

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, pre...

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 fam...

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 informat...

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 shine...

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 excha...

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 the...

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...

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 l...

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.   Com...

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 c...

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 r...