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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

77:38

Warren Irwin on Uranium, Canada & Contrarian...

Money of Mine ·

2024/07/16

We had a chat with long time natural resource fundie Warren Irwin to get his take on several topics.Our conversation covered the state of Canadian miners and the countries M&A policies, why you shouldn’t listen to uranium super bulls, the disservice NexGen is doing to mining, why he likes nickel and plenty more. 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 M...

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61:32

Mega Copper M&A Manoeuvres

Money of Mine ·

2024/07/15

We kicked off the week entertaining some hypotheticals after the massive copper M&A rumours over the weekend about BHP and Lundin reportedly working together to put forward a joint bid for Filo and Rio potentially having another crack at Teck.Matty then went into the weeds on the Bellevue quarterly, followed by Ally GC’s rapid fire on De Grey’s quarterly, Liontown’s new offtake and Meeka’s development progress.Sign-up for the Director’s Special All information in this podcast is for ...

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77:02

Picking Small Cap Gems with Matt Griffin

Money of Mine ·

2024/07/12

We went for a deep dive into the miners and contractors that make the cut for Aussie Small Cap fundie Matt Griffin’s portfolio.Matt’s a thoughtful generalist investor with plenty of experience in the mining sector, and he currently operates as a co-portfolio manager at Maple-Brown Abbott.We’ve discussed his uranium, copper, gold and energy holdings, as well as his views on the Canadian market, cost inflation across Australia and how he builds a small cap portfolio. Plus, a bumper under vs ove...

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51:39

Uranium Stocks Surge on Kazakh Taxes

Money of Mine ·

2024/07/11

We’re all over the BIG news out of the uranium world – Kazakhstan is ramping up taxes on all mining projects, and boy could you see it from the surge in global uranium miners.We then went for a walk through IGO’s decision to not go downstream with Wyloo on a PCAM facility in Kwinana, and look ahead to where the company will go next. 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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60:39

Is this the Death of Gold Developers?

Money of Mine ·

2024/07/09

We started the show by trying to understand the poor performance of WA gold developers, and question whether this is their death.Then we chat about Meteoric (MEI) and their recent scoping study and stay in South American as there’s drama surrounding Silvercorp’s (SVM.t) stuttering takeover of Adventus (ADVN.t).We round off the chat highlighting all the key points we’re looking for this quarterly season.Sign-up for the Director’s Special All information in this podcast is for education an...

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52:54

Who’s Winning from Rex’s $400m Bid?

Money of Mine ·

2024/07/08

Plenty to rip into as always on a Monday, with two deals grabbing the headlines.MACH is buying Rex (RXM) for a bit under $400m while the Mt Bundy gold project is also being sold.Canada is making some big changes on an M&A front, while Encounter (ENR) continued its run on niobium hits.Ramelius (RMS) shared its cash figures while getting the go ahead, if it’s still interested, in bidding Westgold (and Karora) while Regis (RRL) generated plenty of cash.Sign-up for the Director’s Special ...

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51:36

All you need to know about coal (Matt Warder Interview)

Money of Mine ·

2024/07/05

We’re joined by Matt Warder for a great chat about met & thermal coal markets, what recent events have done to prices, what the transition away from these commodities will look like, which companies stand out and the age old dividend vs buyback debate.Enjoy the yarn!Sign-up for the Director’s SpecialCoal Trader Substack 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 financia...

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32:52

More than meets the eye at Boss

Money of Mine ·

2024/07/04

We kick things off with a “How to Build a Waterfall Chart” special, now that we’re into quarterly season.Then, we chat about several pre-quarterly releases, including from Boss Energy, Westgold and Capricorn, before we round up the show with a discussion on Chalice’s poorly received MoU with Mitsubishi.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...

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51:55

Have LG saved Liontown?

Money of Mine ·

2024/07/02

Some big news today with Liontown (LTR) announcing new funding with LG Energy, West African (WAF) updating their feasibility study whilst raising $120m and Centaurus (CTM) finally sharing their feasibility study.We also spoke briefly about 29Metals (29M) sharing their rates, met coal prices flying, intriguing developments in the cobalt market and some drama at Avebury. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only...

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86:10

One year later – Is WA1 the real deal?

Money of Mine ·

2024/07/01

We’ve got 3 big stories today. Firstly, a fire broke at Anglo’s (AAL.l) Grosvenor coal mine which caused alarm throughout the sector.Secondly, we were joined by Bogan Geologist and fund manager Emanuel Datt for a debrief on WA1 following their maiden resource as well as the recent metallurgical results, one year after we initially had them on.To wrap up, we discussed the unfortunately news that administrators have been called at Calidus (CAI). Sign-up for the Director’s Special All ...

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95:49

Everything you need to know about rare earths with...

Money of Mine ·

2024/06/28

We had a chat with Mike Bevan, a geo (who runs a cracking YouTube channel at GeoInvest Insights) to get right into the weeds on understanding rare earths from a geologists perspective, as well as some uranium chat.We picked through hard rock and the clay deposits, the red flags to look for plus the important tricks in the all important metallurgical side of things.Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of...

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66:30

Are lithium or rare earths companies investable?...

Money of Mine ·

2024/06/27

We’ve got Ahmad back in the studio for an exploration bonanza!This time we’re diving deep into lithium and rare earths, getting into all aspects of what make a good deposit (or discovery), what the common red flags are, what make certain projects stand out, how investors are commonly deceived and a whole heap more. 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...

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50:08

“Mystery” buyer snaps up Spartan stake

Money of Mine ·

2024/06/25

It’s straight into the Murchison as all fingers point to Ramelius (RMS) as the buyer of a parcel of Spartan (SPR) stock, before we go global, diving into the Paladin (PDN) – Fission Uranium (FCU.t) deal.Our final topic was the notable collapse of Sev.en’s deal to buy 51% of Coronado (CRN) from EMG, with a bit of commentary on the broader investment interest from Aussie Superfunds in energy businesses. Sign-up for the Director’s Special All information in this podcast is for educatio...

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55:33

Pilbara looks within while Paladin opts to buy

Money of Mine ·

2024/06/24

We’re back swinging this week with all sorts of news.Firstly, we dive into Pilbara Minerals (PLS) huge expansion plans, before getting into some juicy news on the pending Karora (KRR.t) Westgold (WGX) deal. It’s then over to uranium land with Paladin (PDN) announcing a potential deal, rumoured to be Fission (FCU.t).We wrap things up with Tianqi’s disgust at the Chilean regulator following SQM-Codelco Atacama deal. Sign-up for the Director’s Special All information in this podca...

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93:33

A Roundtable with Two Top Mining Investors

Money of Mine ·

2024/06/21

We’ve got a belter of a weekend special here, Daniel “Dingo” Harangozo and Sammy Berridge on the show.While Sammy is a familiar face to the Money Miners, we’ve pulled Dingo on for his debut, to pick the brains of a first rate investor in the natural resources space.We had a blast chatting through everything under the sun, from uranium to lithium, Australian energy through to PGMs and all that sits in between. Sign-up for the Director’s Special All information in this podcast is for ...

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55:35

The Nuclear debate goes mainstream

Money of Mine ·

2024/06/20

It’s all happening today, with the nuclear debate ramping up and going mainstream naturally getting us chatting.MinRes (MIN) dropped a late one yesterday, shutting down their Yilgarn iron ore operations plus we got Ahmad on for a special chat about Queensland copper, and a potential “discovery” by Anglo.Resolute (RSG) re-wrote some of the terms of their Ravenswood sale which sees some cash coming in the door, and Rox (RXL) updated the market on their recoveries at Youanmi. Sign-up for t...

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60:41

BONUS: We ask James Marlay how to build an industry...

Money of Mine ·

2024/06/19

This is a different episode today. It’s a bonus episode after all.When we were in Sydney, we asked Livewire’s Co-Founder, James Marlay, if he would be kind enough to let us ask him about his experience building and growing the business. He kindly said yes.As we build Money of Mine, we look at leading digital media businesses like Livewire to learn everything we can. In a short period of time, Livewire became the go-to site to discover the views of Australia’s leading fund managers. We have al...

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53:27

Who’s dumping FMG stock?

Money of Mine ·

2024/06/18

We kickstart the show looking to identify the seller of over $1b of FMG stock.Then, it’s a dive into Niger to get up to see on how geopolitical events are shaping European uranium demand, before we pick apart Beach Energy’s (BPT) new direction.Lastly, we discuss three open pit gold projects (GMD, AUC, SGD.t) and see how each stacks up.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...

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56:33

Uranium grows, lithium woes

Money of Mine ·

2024/06/17

Righto Money Miners, Deterra (DRR) has done a deal and you bet we had a chat about it. Out of the blue, Rio Tinto’s (RIO) Jadar project looks like its going to get local approval in Serbia, while the rest of the lithium market (LTR, IGO, PLS) is reeling for a tough month in the market.Uranium, on the other hand, continues to win people over, as Japan discussed expanding output at a number of its existing power plants. Sign-up for the Director’s Special All information in this p...

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79:53

Value Hunting with Trader Ferg

Money of Mine ·

2024/06/14

We’ve got a great chat to share with Fergus Cullen (or Trader Ferg).Ferg writes a popular Substack blog, where he hunts for value investments in a lot of the areas we like to look.We had a blast picking through PGMs, beaten oil services plays, the evolution of the uranium trade, where coal and other energy goes from here, why he’s taken a liking to gold as well as the recent addition of tin to his portfolio. Sign-up for the Director’s Special All information in this podcast is for e...

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496 results

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