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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

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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53:27

Why are these miners so hated?

Money of Mine ·

2024/06/13

We’re straight into the shorts today, chatting through a heap of the most shorted ASX miners and pondering why.Then, we delved into the EU’s latest attempts to support its auto-makers by ratcheting up tariffs on Chinese made vehicles, before we picked through who could buy Spartan (SPR) on the back on its run.Big copper producer MMG have been making some fascinating moves in capital markets which drew us in, and to round off we discussed Galena (G1A) and Hastings (HAS) tough journey. Sig...

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74:57

When to pick miners (Stephen Wood Interview)

Money of Mine ·

2024/06/12

We sat down with Stephen Wood of Eiger Capital to chat through his views on the world of resources.Stephen has been invested in a host of companies across many commodities that we love to chat about, from goldies to iron ore, and uranium to rare earths. He’s got a philosophy on picking miners coming to production in a bullish market which we got a kick out of debating with him.Sign-up for the Director’s Special All information in this podcast is for education and entertainment purpo...

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28:47

Energy deal rumours heat up

Money of Mine ·

2024/06/11

We’ve got plenty of stories from around the grounds, starting with 29Metals (29M) finalising their offtake financing, then onto Southern Cross (SXG) & Mawson Gold (MAW.t) tying the knot.MinRes (MIN) seem to have pushed their $200m Red Hill (RHI) payment down the road a touch, while oil & gas M&A rumours are in the air.Bannerman (BMN) knocked out more study numbers while AIC Mines (A1M) hit their FY24 guidance and Spartan (SPR) shared further gold hit. To wrap up, we had some word ...

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95:03

Beers and Mining Smack Talk with 4 GCs

Money of Mine ·

2024/06/10

Bonus ep time Money Miners.We sat down with 4 (3 in person, 1 virtually) UGC’s who earned their way onto the show through their phenomenal effort in sharing the Director’s Special newsletter.Chatting with these Money Miners, we ventured from exciting small caps to M&A at the big end of town, from valuing gold in the ground to resource nationalism and plenty in between.It was a privilege to sit down & have this cracking conversation. All information in this podcast is for ed...

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72:46

An exploration spectacular with Ahmad Saleem

Money of Mine ·

2024/06/07

The Money Miners have long requested a small cap special, and we’ve done it.We brought on geological whiz Ahmad Saleem to help us navigate some hot regions, companies and commodity all across the world.First up we went to the Cobar to pick through the exploration hopeful, including AGC, PEX and TLM and more. Then, it was over to Africa, first in the Copper-belt looking at PSC and onto WIA and their Namibian gold ambitions. Lastly, closer to home, we ventured to the West Arunta to look at...

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50:33

Ellison pulls a lever… who benefits?

Money of Mine ·

2024/06/06

Chris Ellison pulled one of his “levers” and announced the much-anticipated sale of 49% of the haul road. We look at the players that could reap the rewards for the new road.Matty got us up-to-date on all the big rumblings in the uranium world, then we chatted through the life and recent struggles of Sheffield Resources (SFX).Novelis ditched their BIG IPO plans which had us raising an eyebrow and lastly we chatted about the bad habit of deals continuously leaking on the ASX. Sign-up for ...

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87:31

What stocks are flying under the radar?

Money of Mine ·

2024/06/04

This is a juicy episode. We decided to chat through all the companies that have something bubbling away that could rise to the surface soon.We run through it by commodity, chatting our way through energy (including uranium), gold, lithium, iron ore, mineral sands, rare earths, copper and met coal.Too many companies to mention came up! 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.&nbs...

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39:34

2 Fundies’ views on Uranium, Debt Funding and...

Money of Mine ·

2024/06/03

On our voyage to Sydney, we sat down with Darko Kuzmanovic (Janus Henderson) and Matt Fist (Firetrail), alongside Livewire’s James Marley, to pick the brains of these resource investors.This video is part 2 of the interview, with part 1 posted on Livewire’s channel last Friday (link below).While part 1 covered resource investing fundamentals, lithium (IGO, PMT, PLS) and copper, part 2 dives further into copper, gold, some fascinating views on debt vs equity funding projects, management premiu...

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77:09

Dispelling Clean Energy & Gold Myths (Roscoe Widdup)

Money of Mine ·

2024/05/31

JD sat down with Roscoe Widdup, founder of Triple Eight (T8) Capital for a deep dive into Roscoe’s view on markets. T8 run a Clean Energy Fund as well as a Gold Fund, which formed the foundational of all the different themes and companies discussed. Roscoe shared what he looks for in companies, what the last 5 years has been like in the volatile space, why gold bullion is the best perform asset of the past years and a heap more. Sign-up for the Director’s Special All information in ...

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64:33

Murchison Mayhem: Have Ramelius shown their hand?

Money of Mine ·

2024/05/30

There’s some BIG stories to chat about today.We go deep on all things Murchison with the drama that has unfolded between Westgold (WGX) and Ramelius (RMS), not to mention Karora, Ora (OAU), Great Boulder (GBR), Meeka (MEK), Monument (TSX-listed) and Rumble (RTR).Then we jump into the break-up of BHP and Anglo and what the fall means, plus the theory that this was the plan all along.Sign-up for the Director’s Special All information in this podcast is for education and entertainment purpo...

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44:55

BHP’s Approach was Amateurish says Investment Banker...

Money of Mine ·

2024/05/29

As a bonus episode, we’ve got a fascinating chat with Tshepo Magagane to share on all things BHP-Anglo.Tshepo is a South African former investment banker, with extensive experience on African mining transactions and investments. He’s been posting some unique thoughts regarding the ongoing negotiations, with punchy views, that we’re excited to tap into and share. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only a...

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38:20

Uranium CEO Sells Over 80% of his Shares

Money of Mine ·

2024/05/28

There was only ever going to be one starting point today, Boss Energy. We share our thoughts on the decision of three directors to off-load substantial amounts of their stock, before jumping into the BHP-Anglo deal as the deadline looms. We wrapped up with further thoughts on Firefinch as the company gave a market update following their walking away from the Morila gold mine. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purpo...

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32:56

Another “fully funded” capital raise?

Money of Mine ·

2024/05/27

We’ve got 4 juicy stories to start the week off.First up we get right into Adriatic Metals, who launched a US$50m capital raise, their 3rd since being “fully funded”.Next, we went over to PNG to check in on St Barbara, after a disappointing Simberi update, then we picked through the Metals Acquisition Corp and Polymetals deal.Lastly, we couldn’t help but discuss the news that the perennial disappoint Firefinch are being sued by EGTF over failed payments.Sign-up for the Director’s SpecialAll i...

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79:07

The Red Flag to Look for at Miners (Sean Russo...

Money of Mine ·

2024/05/24

We had the pleasure of sitting down with Sean Russo for an in-person chat about all the trends in mine financing and hedging.Sean is a wealth of knowledge on how gold miners get their operations going (from a financial perspective), the history of how companies have got in & avoided financial trouble and what he’s seeing right now at certain miners that is a cause for concern. Sign-up for the Director’s Special All information in this podcast is for education and entertainment p...

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55:16

Our intern investigates the $5 Billion mine that...

Money of Mine ·

2024/05/23

Our intern Matt “Hobbsy” Hobbs has gone deep into the asset almost at the centre of the biggest mining M&A deal of the decade – Woodsmith. If you haven’t heard of it, we don’t blame you. This is a giant mining project currently under construction in the UK and it has been a giant plague within Anglo American’s portfolio.Hobbsy unpacks the colourful history of the project and evaluates its prospects here in 2024. Spoiler, we aren’t awfully positive on its outlook despite US$5 billion being...

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55:52

The metals bull market (DK Interview)

Money of Mine ·

2024/05/21

We had the delight of sitting down with Terra Capital’s Dylan Kelly (DK) to chat about some big resource investing topics.On the agenda:- The new bull market in gold (and why miner’s valuations are still cheap)- The role of quants and central banks in this bull market- Copper: Physical premiums and why copper theft is a good proxy for scrap supply- What actua...

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51:19

The low-down on USA’s Russian Uranium Ban

Money of Mine ·

2024/05/20

We ripped straight into the big one today, dissecting what the US ban on Russian enriched uranium means for the market.Next up was a deep dive into AlphaHPA (A4N), who had a huge day announcing their DFS, FID and financing, before we picked over Patriot Battery Metals (PMT) capital raise.Lastly, we got the run down on Metals X’s (MLX) AGM.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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42:54

Can we overcome our China reliance? (Todd Warren...

Money of Mine ·

2024/05/17

We had the great opportunity to sit down with Todd Warren, investor and partner at Tribeca Investment Partners.Our conversation was super wide ranging, covering topics such as changes in the decarbonisation thematic, demand for hybrid vehicles, resource nationalism, the volatile nickel market, the big BHP - Anglo deal, the case for uranium, the Energy Fuels - Base Resources deal, the lithium market and lots more.Sign-up for the Director’s Special All information in this podcast is for ed...

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518 results

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