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PODCAST

Money of Mine

Where mining meets financial markets. We break down the news that matters to investors and industry, without the fluff. Hosted by Jonas Dorling and Travis Ricciardo.

business investing

All Episodes

54:08

Chris Judd on the Macro Themes Moving the Market

Money of Mine ·

2024/09/23

The last few weeks have been HUGE in the macro world, with US rate cuts, volatile markets & threatening geopolitics.With this in mind, we interviewed macro-driven fund manager Chris Judd.Chris runs the Cerutty Macro Fund, which seeks out equity opportunities by following macro themes & liquidity cycles. The discussion covered his outlook on global markets, his view on inflation, the big opportunities as an Aussie investor and where commodities piece into his fund. Sign-up for the...

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60:02

The Hype around Hybrids is Rubbish (Andy Leyland...

Money of Mine ·

2024/09/20

Today we had the chance to chat with Andy Leyland, co-founder of SC Insights.Andy has spent his career analysing commodities markets, with a particular focus on the battery supply chain. In our conversation we dive into his contrarian views on hybrids, what’s next for lithium, what the future holds for European automakers, what trends he thinks more people should focus on, the role of stationary storage and a whole heap more.Sign-up for the Director’s SpecialChapters:(0:00:00) Introduct...

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45:43

What’s Missing from Lotus’s Study?

Money of Mine ·

2024/09/19

We rip into today’s show with a chat about Lotus’s (LOT) Letlhakane scoping study, which seemed to miss a key detail or two, then we moved to the big WA DomGas policy and the ramifications for MinRes (MIN).We round off with a chat about Kingsgate (KCN) and all the companies that came to mind who’ve ventured into South-East Asia, including Emerald (EMR), K92 and X64.Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is o...

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58:38

These 8 Gold Juniors are on our M&A Watchlists

Money of Mine ·

2024/09/17

We kick things off with a revelation that another party tried buying Fission Uranium earlier this year. And with CGN publicly opposing the merger with Paladin, naturally we wonder if it was them.IGO is rumoured to be having a good look at Rio’s Winu Copper Project and we peel the curtain back on eight undeveloped gold projects in West Africa that we think are the most likely candidates to find their way into the hands of established producers. Sign-up for the Director’s Special&nbs...

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44:50

Is $85/lb the new Uranium Floor?

Money of Mine ·

2024/09/16

We start today’s show with the news that US$85/lb is the new floor price being conceived for uranium contracts, and then it’s a chat about Sibanye-Stillwater and the wider PGM markets.Next up we picked up on some chatter that there’s been a breakthrough of sorts from China Northern Rare Earths, & to wrap up we take a looking at the goldies spilling news. Sign-up for the Director’s Special Chapters:(0:00:00) Introduction(0:01:30) Scuttlebutt from WNA(0:14:27) Is Sibayne-Stillwate...

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99:49

Le Shrub: The Case for Commodities and Fading the...

Money of Mine ·

2024/09/13

Le Shrub (@Agnostoxxx) consistently provides some of the most entertaining and clever market commentary via his parody pseudonym. Shrub has pedigree and writes his thoughts on both Twitter & Substack (www.shrubstack.com). Imagine sound investment thinking combined with brilliant finance memes.Our conversation covered plenty of ground, from how he's positioning himself in a world of fiscal recklessness & monetary debasement, lessons from the GFC, building safeguards, why & which co...

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64:53

Is the lithium bottom in?

Money of Mine ·

2024/09/12

Plenty to rip through today, starting with the big news out of CATL that lit up lithium markets, followed by the Greatland / Newmont deal.Next we jumped into IGO’s big strategy day, then we looked at Putin’s comments on commodity markets, before closing off with a chat about Catalyst, De Grey & Astral.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) ...

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49:24

Greatland copy the NST Playbook

Money of Mine ·

2024/09/10

We kick things off yarning about the Greatland-Telfer deal which leaked late yesterday, before jumping into another interesting gold story in G-Mining.Next we touched on the Fission-Paladin deal, which scraped over the line, while saving a couple of juicy ones for the end with Bowen Coking Coal & Global Lithium getting a rightful mention.Sign-up for the Director’s SpecialAll information in this podcast is for education and entertainment purposes only and is of general nature only. Th...

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42:53

Are Index Inclusions an Alpha Opportunity?

Money of Mine ·

2024/09/09

We start today talking about the index changes for the top 200 & 300 biggest ASX players, with plenty of resource names featuring.Next up we dive into the Paladin – Fission Uranium deal, on the eve of the big vote, before chatting about the key points from WNA, the big uranium conference.Lastly, we touched on Perseus getting closer to wrapping up Predictive, with a 19.9% holding secured.Sign-up for the Director’s Special All information in this podcast is for education and entertainm...

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70:17

Are data centres the new EVs? (Alex Turnbull Interview)

Money of Mine ·

2024/09/06

We had Alex Turnbull on for a cracking chat about raw materials through the entire supply chain to end demand.The discussion got in the weeds on data centres and the metals demand they’ll account for, whether the Aussie lithium sector can protect itself from wild volatility, lessons from years following met coal, whether certain parts of the world should adopt nuclear technology, the endgame for West automakers and a whole heap more.Sign-up for the Director’s SpecialAll information in this po...

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46:38

Mt Cattlin: The Next Domino Falls

Money of Mine ·

2024/09/05

We’ve got a mixed bag in stories to yarn about today, with a follow up on the big story that is MinRes (MIN), followed by the news that Arcadium Lithium (LTM) will put Mt Cattlin on care & maintenance.On a more upbeat note, we chatted about the progress at Metro Mining (MMI), and to close off we discussed the production downgrade at Coronado (CRN).Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general natu...

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62:27

Peninsula Energy: An opportunity or a money pit?

Money of Mine ·

2024/09/03

We each brought 4 unique and intriguing stories to the table today 1. Peninsula: “The next ASX U producer” 2. Meeka: Cashed up & good to go 3. Develop: Payments due? 4. MetalsTech: Another day on the ASX Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature on...

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42:17

8 Fascinating Reporting Season Details

Money of Mine ·

2024/09/02

Today we mixed it up by hunting down the 8 juiciest snippets from reporting season. Companies included Rio, Glencore, Sandfire, MAC, Zimplats/Implats, Lynas, FMG & Ramelius.In addition, we yarned about Genesis’ decision to pull forward Laverton. 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 professionals. MoM and our Contrib...

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66:32

Is there really a Copper “Shortage”?

Money of Mine ·

2024/08/30

We had Ahmad Saleem back on the poddy to chat about copper.Our discussion ventured from whether the much anticipated bull market will emerge, why majors target porphyry deposits, if it’s better to buy vs build, what juniors should target, what we can learn from the venture capital funding system and a heap more. 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) ...

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68:09

How Low Will MinRes Go?

Money of Mine ·

2024/08/29

We’re drowning in news today, so we looked to pick out the most interesting and influential stories.First and foremost, MinRes (MIN), who’re battening down the hatches and “strangling” costs to fight another day. Then South32 (S32), who’s financial position is rather healthy, but are still tending for a few challenges.Lastly a gold check-in with Westgold (WGX) revealing its full year numbers and Red 5 (RED) sharing guidance for FY25.Sign-up for the Director’s Special All information in t...

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52:05

Will the Paladin-Fission deal blow up?

Money of Mine ·

2024/08/27

We had plenty to pick from today but had to start with the news that the Paladin-Fission Uranium deal may be on the rocks.Next we chatted through what stood out from BHP’s annual numbers, plus what to read into in Galan’s MoU (GLN), 29Metals (29M) half year results and a quick quiz to finish off.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 fi...

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56:17

Kazatomprom Sends Uranium Stock Flying

Money of Mine ·

2024/08/26

It’s a big day for the U-bulls out there following Kazatomprom’s results late on Friday as well as ERA update and capital raising trading halt. We also saw annual results from lithium major Pilbara Minerals who added a tidy $1b debt facility to boot.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 professionals. MoM and our Contributors...

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67:49

Not having Conviction Hurts Returns (Dave Franklyn...

Money of Mine ·

2024/08/23

We had natural resources fundie Dave Franklyn on to pick his brain on everything commodities related.The world of commodities has changed quite a bit since we last spoke with Dave one year ago, so we revisited some favourite topics such as the forces moving gold, the state of the Chinese economy and building a resources portfolio, as well as why the world’s view of met coal has changed, whether this is a ‘pause’ for uranium and plenty more. Sign-up for the Director’s Special All inf...

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60:04

Whitehaven Nail the Landing, Patriot look to the Future

Money of Mine ·

2024/08/22

Mining news doesn’t stop… we’ve got 3 crackers today.1. Whitehaven 30% of Blackwater + share their full year results2. Patriot Battery Metals release their PEA3. CONSOL & Arch Resources merge not form US$5.2b minerSign-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 fin...

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54:33

Was it Worth it, Yancoal?

Money of Mine ·

2024/08/20

We’ve got 3 unique bits of news to pull apart today1. Yancoal get smashed after cutting their interim dividend2. Terra Uranium & ATHA announced a tie-up3. A recap on all the intriguing block trades & strategic investments we’ve seen recentlySign-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 ...

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496 results

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