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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

88:35

Getting up to Speed on Commodities (Bentley Atteberry...

Money of Mine ·

2024/07/26

We had pleasure of chatting with Bentley Atteberry, co-founder & CEO of Myst Trading, on all thing’s commodities.Bentley has a unique perspective given his position between investor & commodity trader, and shared views on coppers dramatic run up, the set up in aluminium, the niche world of tin, as well as what he’s picked up on the evolving lithium market and the beaten up PGM sector.Sign-up for the Director’s Special All information in this podcast is for education and entertain...

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59:03

CONFIRMED: Bellevue raising

Money of Mine ·

2024/07/25

We’ve got a BIG one.Bellevue (BGL) has come to the market hat in hand for $175m, while almost every ASX goldie shared a quarterly today (NST, WAF, CYL, PNR, RRL).Sandfire (SFR) had improved cashflow, but MATSA still looks shockingly expensive while Karoon (KAR) finally listened to shareholders by launching a buyback. 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...

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57:41

4 Quarterly Highlights Worth Hearing

Money of Mine ·

2024/07/23

We’ve got some big stories in the thick of quarterly season, starting with a highlight reel of the best moments so far, before we dive into Ora Banda’s (OBM) numbers, Lynas’ (LYC) valuation and Metal Acquisition Corps (MAC) output.We wrap things up with a chat about the well-received Spartan (SPR) resource upgrade. 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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46:37

S32 Smashed on Worsley Worries

Money of Mine ·

2024/07/22

First cab off the rank today is Paladin (PDN) with production of over 500kt pounds of uranium since the restart.Next up we spoke about South32 (S32) who had a horrid day after sharing their quarterly and an update on Worsley, followed by Regis (RRL) who came out with the McPhillamys DFS.We rounded up with 3 smaller operators, in varying states of health, with Jervois (JRV), Sierra Rutile (SRX) and Galena (G1A).Sign-up for the Director’s SpecialAll information in this podcast is for education ...

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66:56

Turning around Junior Mining (John Forwood & Hedley...

Money of Mine ·

2024/07/19

JD sat down with John Forwood (CIO at Lowell Resource Fund) and Hedley Widdup (CEO at Lion Selection) for a big chat on junior mining.The conversation went from how their 2024 predictions are faring to the lack of liquidity in juniors, from the increasing red tape in the sector to how the financing landscape has changed and everything in between. 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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50:26

Fortescue Swings the Axe

Money of Mine ·

2024/07/18

We get going today with news that Fortescue (FMG) cut 700 jobs and is renewing its corporate structure & strategy, followed by a chat on Genesis’ (GMD) quarterly numbers. Evolution (EVN) had a decent quarter with some points worth discussing and lastly we spoke about a trend of more dealmaking for miners globally.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...

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65:12

Koala and Tom Woolrych: Nickel West to Capital Woes

Money of Mine ·

2024/07/17

On the back of Nickel West getting shafted by BHP officially (for now), Trav launched a Twitter Spaces on Thursday last week. The Koala and Tom Woolrych joined in. The convo shortly broadened out and so we thought we'd release it as a bonus episode this Wednesday.Enjoy Money Miners.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 profes...

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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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523 results

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