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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

00:42:28

Undervalued Copper, Twitter Activism and IperionX...

Money of Mine ·

2025/07/01

We mix things up today with a daily show and interview allin one as we’re joined by Hank Ruehl, who is a natural resource investor through the fund he founded, Sierra Morena Capital.We dive into the latest escalations in the Rack Attack, withKinterra and CAML falling over for New World, before heading up to Sudbury to take a look at Magna Mining, which has consolidated some forgotten mines.Next, we unpack the highly dramatic fight for an outcome atTNR Gold, which sits on 2 great royalties. To wrap

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00:32:28

Paladin’s CEO Exit: Cause for Concern?

Money of Mine ·

2025/06/26

To kick things off today we pick apart Paladin’s announcement that CEO Ian Purdy will step down and look at what the future could hold for the uranium miner.We then venture to West Africa where Predictive shared their DFS numbers on the Bankan project, leading us to speculate who will make an approach for the developer.Rounding off, we discuss the news that Astron & EnergyFuels received regulatory approvals in Victoria of all places as well as the announcement that Wildcat will embark on a share

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00:47:39

Know This Before Investing in African Miners

Money of Mine ·

2025/06/24

Nothing gets us excited like a bidding war. The Rack Attackin Arizona ft. New World Resources, Kinterra Capital and CAML is delivering on all fronts, we share the latest here plus explore the rising trend of resource nationalism.We wonder if Barrick could be doing things differently amidtheir dreadful performance in this gold bull market and cast our eyes over the merit of Reko Diq in particular.And to round out the episode, we speak with Tim Staermose of African Lions Fund, on the intricacies of

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00:34:46

The Most Exciting Mining Deal of 2025

Money of Mine ·

2025/06/20

Hostile M&A is back! Kinterra Capital and CAML are going head-to-head in their quest to take out New World Resources, giving us no shortage of enjoyment.We also picked up on a chunky financing package for Asante Gold, who has secured ~US$500m+ to make their Ghanaian gold mining dreams a reality. Could there be an opportunity in the recapitalisation?.……………TIMESTAMPS (00:00) Introduction(01:56) The Rack Attack in Arizona(19:16) Why Asante caught the eye(21:12) What’s the opportunity(32:15) Who’s

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00:36:48

Uranium Goes Vertical. Overblown or Only the Beginning?

Money of Mine ·

2025/06/18

We kick off with the wild moves sweeping through uranium, breaking down SPUT’s raise, the squeeze mechanics, and whether valuations have run too hot.Next up: the drama at New World Resources, where a bidding war could be brewing.And to wrap, a juicy chat about Black Cat’s bold call to stash gold instead of Aussie dollars — and what it says about the market mood..……………TIMESTAMPS (00:00) Introduction(00:48) Uranium mania (again)(19:09) NWC: A brewing bidding war(28:19) Should goldies hold bullion over

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01:10:43

Rare Earths Reality: Hype vs Hope with 3 Experts

Money of Mine ·

2025/06/15

We have been struggling to make sense of the headlines in the rare earths market lately. What's relevent? What's real? Why do the equities make no sense?To piece it together, we've pulled together a conversation with 3 very insightful people that cover the sector: Thomas Kruemmer (of The Rare Earth Observer), Sustainable Dude, and Dylan Kelly (DK) of Terra Capital. The discussion covers the geopolitical tensions impacting the market, China's dominant role and export restrictions, environmental and

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00:37:19

Why Tether’s Gold Mining Royalty Play is a Massive Deal

Money of Mine ·

2025/06/12

There has hardly been news in the mining world that’s left us as stunned as Tether (yes, the crypto company) buying a huge stake in royalty group, Elemental. We had to unpack it.On the other end of the spectrum, a struggling coal minerCoronado has had all sorts of financiers and competitors circling, as its stock plummets. We ask the question, what does the future hold for shareholders?.……………TIMESTAMPS(00:00) Introduction(02:35) A better business than Franco(04:24) Why is Tether doing a royalty

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01:38:08

How Northern Star Became Australia's Biggest Gold Miner

Money of Mine ·

2025/06/07

How does a shell company turn into Australia’s biggest goldminer, capped at nearly $30 billion? In this episode, we unpack the fascinating story of NorthernStar — from 2c a share to over $20, securing world-class assets across multiple continents, including the Australia’s greatest gold mine, the Super Pit.We trace the company’s journey, get in the weeds on their M&A approach, and highlight the characters who shaped it — with a focus on the early days at Paulsens, the deal that set Northern Star

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00:51:38

The Art of Commodity Investing (Taylor McKenna of...

Money of Mine ·

2025/06/05

Today we’re sharing our conversation with Taylor McKenna of Kopernik Global Investors.We’ve long wanted to chat with Kopernik, given their strong value investing orientation, the fantastic research papers they’ve shared and their eclectic portfolio. And our conversation didn’t disappoint. Taylor shared the Kopernik philosophy, before expanding on why they like platinum group metals, gold and lithium, as well as thoughts on copper and uranium equities, amongst many topics.This interview was recorded

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00:44:40

Why Mega Deal "GlenTinto" is On (with Koala)

Money of Mine ·

2025/06/01

For today’s show we welcome back the Koala.It’s been a busy period of big announcements on the global mining stage, with Rio’s CEO announcing his resignation, Glencore seemingly prepping for a deal, Harmony Gold bidding for MAC, Adriatic and Dundee appearing on the cusp of a deal, Alphamin outshining Metals X and NexGen highlighting the prospectivity of the Athabasca Basin. Who better to pick this all apart with?Find the Koala on Twitter here: https://x.com/YellowLabLife……………TIMESTAMPS(00:00)

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00:45:53

What's Gone Wrong at Ivanhoe? (Neil Ringdahl)

Money of Mine ·

2025/05/30

On the show today we’re joined by Neil Ringdahl to pick apart the challenges at Ivanhoe’s Kamoa-Kakula.Neil technical background made him the perfect person to walk us through the news that shook Ivanhoe. The seismic events & flooding that’ve disrupted Africa’s biggest copper mine has put an already jumpy copper market on edge, providing plenty of talking points.In addition, the Koala jumped on with us to share perspectives on why this led to such a volatile 25%+ drop, and what could happen from

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00:35:31

The Secret Masterplan of ASX’s Most Loved Miner?

Money of Mine ·

2025/05/27

Today’s show covered it all, from a deep dive into WA gold to what it takes to turn a company into an institutional-grade powerhouse. From the Genesis deal to snap up Focus Minerals’ Laverton project, to the growth plans, we picked it apart. Plus, what’s brewing at Sunrise Dam, Regis Resources, and Magnetic Resources?And where does a potential Genesis-Vault merger fit into the picture?……………TIMESTAMPS (00:00) Introduction(00:41) Unpacking Genesis' Deal(03:50) “4Moz” – Should we be Sceptical

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00:37:34

Iron Ore Top Dogs Argue About Who is #1

Money of Mine ·

2025/05/23

This week, we hit the Fin’s Mining Summit and rubbedshoulders with the who’s who of Australia’s mining elite.We decide to break down the big themes everyone’s debating — who’s really top dog in iron ore, which miners should do a copper deal, how to make Australia #1 in mining as well as plenty of cracking one-liners.Plus, Adriatic Metals lit up the market after revealing talkswith Dundee Precious, so naturally, we ripped into who likely leaked it, why, and what will come next.……………TIMESTAMPS (00:00)

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00:31:51

Will a bidding war begin on this copper junior?

Money of Mine ·

2025/05/20

Xanadu finally received a cash bid, but it came from anunexpected bidder. We’re hooked and naturally, we explore the likelihood of a bidding war should Zijin feel the pressure to bid now.The most publicised sale process at the moment has to beRavenswood Gold. Amazingly, there’s only two bidders left. One of which is Regis, and we tell you why we don’t really think Regis will buy it.Plus, we kick off by sharing some feedback from the Money Miners we’ve received over the last two days.……………TIMESTAMPS

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01:26:21

Market Intel from a Commodity Trader & China Analyst

Money of Mine ·

2025/05/18

Commodity trader Bentley Attebery and China macro analyst Rogan Quinn join us for a unique conversation. The pair delve into the current dynamics of commodity markets, particularly focusing on China's economic activities and their impacts on metals, property, and renewable markets. They explore China's cyclical stabilisation, the state of the real estate market, US tariffs' effects on global trade, as well as niche metals and newer commodities.This interview was recorded on 13 May

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00:54:57

Never Compromise on Stock Quality (Dave Franklyn)

Money of Mine ·

2025/05/16

In today’s episode, we invited on Dave Franklyn of Argonaut Funds Management.We thoroughly enjoyed this conversation, which traversed many topics, including how to make sense of the macro environment, why Dave never compromises on stock quality, how he positions in times of uncertainty, the lessons he’s learnt along his investment journey and his thoughts on a host of individual stocks. We hope you enjoy the chat. Chapters:(0:00:00) Introduction(0:00:44) Dave Franklyn back on MoM(0:01:25) The Trade

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50:18

Lots of confusion with Liontown... and with Money of...

Money of Mine ·

2025/05/15

It’s been a big week at Money of Mine, so we start today’s show with an open yarn about it. To get back into the swing and talk about what we’re fascinated by, we dove in a big story. Why Liontown has run so hard and what the futures holds for them. And we decided to include an open discussion we had after ripping the episode. Sign-up for the Director’s Special Chapters: (00:00) Changes at Money of Mine (09:24) What health in Liontown in (15:13) The balance sheet. (25:50) Why has LT...

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65:16

Navigating Market Chaos with Resource Investor Will...

Money of Mine ·

2025/05/09

Will Thomson of Massif Capital has a unique way of thinking about opportunities so we were thrilled to cover topics including tin and the DRC, copper and Zambia, USA’s growing understanding of mineral importance, gold miners in the Americas and some fascinating thoughts on the investment business. Follow Will on Twitter @wmthomson22 Sign-up for the Director’s Special Chapters: (00:00:00) Introduction: Will Thompson (00:02:30) Macro View: Resources vs. Mag 7 (00:08:00) Navigatin...

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70:44

Fund Manager David Finch has message for Gold Miners

Money of Mine ·

2025/05/07

Fund manager, David Finch of Ixios Asset Management kindly joined us to explore the full spectrum of mining equites. We largely discuss the state of gold miners who will be flush with cash at current gold prices. The question on David’s mind: which ones will allocate that cash best? Plus we explore the more ‘out of favour’ commodities on David’s mind. Sign-up for the Director’s Special Chapters: (0:00) Preview (0:17) David Finch joins, state of gold miners today (5:50) Exe...

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65:34

Mastering the Lassonde Curve’s Valley of Despair...

Money of Mine ·

2025/05/05

Today’s show is a fantastic chat with fund manager Rick Squire. We covered a heap of ground, from the possibility of a rare earths rebound, to where there’s value in the gold sector, as well as prioritising companies of scale, potential natural resources M&A and who’ll benefit from a lithium run up. Enjoy the yarn! Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for Global Resources Innovation Exp...

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