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PODCAST

Money of Mine

Where mining meets equity markets, and noise gets cut to signal. We unpack the stories moving commodities, companies, and capital without the fluff. Featuring candid conversations with fund managers, executives, and commodity specialists. Hosted by Travis Ricciardo and Jonas Dorling.

business investing

All Episodes

57:52

Will we see respite for lithium miners?

Money of Mine ·

2024/10/31

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: Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300...

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58:10

Fire Sale for Anglo Coal Bidders

Money of Mine ·

2024/10/29

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 Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred minin...

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57:24

What does the future hold for MinRes?

Money of Mine ·

2024/10/28

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 Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral M...

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81:24

Cailey Barker: Geologist, Fund Manager, Streetfighter

Money of Mine ·

2024/10/25

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 read our Privacy Policy and Disclaimer here Sign-up for the Director’s SpecialThank you to our Partner...

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57:09

Quick fire + Jake Klein on China, McPhillamy’s and M&A

Money of Mine ·

2024/10/24

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 here Thank you to our Partners: Mineral Mining Services – Your preferred mining contrac...

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57:51

Is India the new China? (Ian Roper Interview)

Money of Mine ·

2024/10/22

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 & lithium. Sign-up for the Director’s Special All information in this podcast is for educati...

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52:36

What the Ellison allegations mean for MinRes

Money of Mine ·

2024/10/21

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 Special All information in this podcast is for education and entertainment purposes only and is...

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100:39

Why you should give a s**t about aluminium

Money of Mine ·

2024/10/18

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 in mining history and the future of this enormous industry.Sign-up for the Director’s Special...

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56:02

Can China escape its confidence doom loop? (Shehzad...

Money of Mine ·

2024/10/17

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 information in this podcast is for education and entertainment purposes only and is of general natur...

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38:16

Will Zijin Pay Up for this Copper Hopeful?

Money of Mine ·

2024/10/15

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 and is of general nature only. The hosts of Money of Mine (MoM) are not financial prof...

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38:27

Which of these 3 Miners Took Gold?

Money of Mine ·

2024/10/14

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 purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not fina...

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103:00

China’s Conundrum and what it means for Commodities...

Money of Mine ·

2024/10/11

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 metals with intriguing set-ups, the de-globalisation trend, gold buyers and more. Sign-up for...

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62:59

What does Rio’s brine bet mean for spod?

Money of Mine ·

2024/10/10

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 SpecialAll information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributo...

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45:46

What’s MinRes Scheming in Mauritania?

Money of Mine ·

2024/10/08

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 this podcast is for education and entertainment purposes only and is of general nature only. ...

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64:34

A Message to Rio from an Arcadium Shareholder

Money of Mine ·

2024/10/07

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 on ERA following some noise from minority shareholders.Sign-up for the Director’s Special Al...

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74:47

Building Mining Behemoths from Acorns (Owen Hegarty)

Money of Mine ·

2024/10/04

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 Fortescue during the boom times.Sign-up for the Director’s SpecialAll information in this podca...

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45:29

Is Ganfeng Bearish Pilbara Minerals?

Money of Mine ·

2024/10/03

We kick off the show with a chat about the ~$270m block trade in Pilbara Minerals, with Ganfeng said to be involved, before jumping into Xanadu Mines and their big copper play in Mongolia. To wrap up we touch on the Paladin – Fission Uranium deal which is stalling at the final hurdle.Sign-up for the Director’s SpecialAll information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial profession...

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54:49

The Miners on our Radar this Quarterly Season

Money of Mine ·

2024/10/01

Today we reveal what we are looking out for on our radar this quarterly reporting season since it’s October already. Plus we look at the stellar return of Tembo’s from selling their Spartan royalty to Osisko. And we wrap up with Rio’s optimism on getting Resolution up and about (finally maybe?)Sign-up for the Director’s SpecialAll information in this podcast is for education and entertainment purposes only and is of general nature only.The hosts of Money of Mine (MoM) are not financial profes...

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49:08

Commodities Rip Higher on China Stimulus

Money of Mine ·

2024/09/30

3 different stories grabbed our attention today, the big China stimulus that is pushing stocks & commodities higher, Liontown (LTR) announcing their first shipment and Kingston Resources (KSN) releasing a ‘6-year mine life’ in the Cobar.Sign-up for the Director’s SpecialAll information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware ...

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69:04

Why the Lithium Market Has Bottomed with YJ Lee

Money of Mine ·

2024/09/27

We had the privilege of speaking with YJ Lee (@usuallyYJLe) for a fascinating discussion on all things “clean energy”.YJ, a fund manager at Arcane Capital, covered why he thinks consensus lithium/battery/EV expectations are far too weak, the components of the market he believes analyst’s are glossing over, where fragility in his opinions sit, the other battery metals he’s bullish on & a heap more.We thoroughly enjoyed this one & know you will too. Sign-up for the Director’s Speci...

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