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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

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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18:48

The 5 most interesting mining deals this week

Money of Mine ·

2025/05/02

A quick wrap up for the week as we rapid fire run through the five most interesting deals of the week. Plus we can't let the late quarterly reporters get away without our signature Name and Shame segment. Sign-up for the Director’s Special daily email. Chapters: (0:00) Introduction (2:13) The top 5 deals of the week (11:16) Name and Shame ASX Late Reporters Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. ...

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51:23

Taking the pulse on junior miners with John Forwood

Money of Mine ·

2025/05/01

In today’s show we had the pleasure of chatting with junior mining specialist John Forwood. John is a wealth of knowledge when it comes to the explorers, so we picked his brain on interesting commodities, where pockets of value are, what he think deserves more attention and how he think M&A has evolved in parts of the market. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for Global Resources Innovation Expo (GRX)...

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49:10

Has MinRes Really Turned the Corner?

Money of Mine ·

2025/04/29

We’re in the thick of quarterlies now, so we plucked out 2 of the most fascinating stories to chat about. First up we dived into MinRes, who saw their stock rocket 15%+ on the back of their release. And for our second story, we peeled back the layers at Emerald Resources, looking at the opportunities that lie ahead for the miner with 2 growth projects. Sign-up for the Director’s Special Chapters: (0:00:00)Introduction (0:02:22)MinRes ease fears, for now (0:31:35)Why the bad quarter at ...

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41:23

Datt Capital get vocal over Koonenberry incentives

Money of Mine ·

2025/04/28

We start the week with a bit of shareholder activism, as Datt Capital launched a 249D to make some board changes at gold exploration bolter Koonenberry. Our second story for the day is a gold Merger of Equals, with Alkane and Canadian listed Mandalay Resources tying the knot, to create a $1B gold producer. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively v...

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74:21

Unpacking the Ramifications of the Gold Pain Trade...

Money of Mine ·

2025/04/25

Given all that’s transpired in markets lately, we felt overdue a discussion Perennial Value Management’s Sam Berridge. As always, Sam shared his thorough and nuanced perspectives on a range of topics, starting with the macro environment and the implications for gold, the disparity between bullion and equities, learnings on management incentives, hedging risk in a volatile market and what other commodities are appealing to him, amongst many more subjects. Sign-up for the Director’s Special...

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57:11

Why this ‘Big Short’ billionaire bought a gold mine

Money of Mine ·

2025/04/24

Why this ‘Big Short’ billionaire bought a gold mine? Also, are Liontown slowly making it work? Along with Paladin’s rebound on quarterly pounds and Albanese’s announcement of a strategic minerals reserve. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout for $190 off your registratio...

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46:40

Who’ll benefit most from gold mania?

Money of Mine ·

2025/04/22

With gold rocketing, we start the show by running through interesting undeveloped Aussie gold projects flying under the radar. Next we move to MP Materials, which has been caught in the cross hairs of the trade war, followed by an ‘around the grounds’ chat of all the big news from the past couple days, including, Bellevue, WA1, Gorilla Gold, CZR, Strickland, Santana, Deep Yellow & De Grey. Sign-up for the Director’s Special Please read our Privacy Policy and Discla...

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44:21

Some precious metals booming, some in the doldrums...

Money of Mine ·

2025/04/21

Sam Broom, Investment Executive at Sprott, returns after his XMAS 2024 cameo. Sam loves looking at which sectors have been punished for a long time, anticipating when they are going to re-emerge. We talked precious metals (gold booming vs platinum struggling), Vanadium, Royalties and Mining in America. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of...

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67:10

An unfiltered conversation with Mr Lithium

Money of Mine ·

2025/04/18

It had been far too long, so for this special episode, we invited back Joe “Mr Lithium” Lowry. We discussed Joe’s fantastic recent write-up on the evolution and geopolitical strategy at play in the lithium sector, what the West can do going forward, the winners from recent M&A, the lithium markets sentiment, and finally, in a turning of the tables, Joe fires a few questions at us. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discoun...

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39:08

The different styles of resource investing

Money of Mine ·

2025/04/17

We’re in quarterly season now, with the cash building Genesis grabbing our attention first up. Next, we ventured east to chat about the rise and rise of Aurelia, as their Federation mine comes to the fore. Lastly, we look at a concerning but consistent trend gaining steam in West Africa, and how Gold Fields has been caught up in amongst it. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for Global Resources Innovation E...

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41:37

Can Greatland pull off the great comeback?

Money of Mine ·

2025/04/15

Copper hopeful Prospect Resources has tied up a strategic investment from neighbour First Quantum at a premium, seeing their stock jump. Greatland Gold saw a solid result, and we dive into how rare earths are taking centre stage in the global trade war. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter c...

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53:02

Is this the final reset for Bellevue?

Money of Mine ·

2025/04/14

There’s only one story to chat about today… Bellevue. We go into the ins & outs of the new mine plan, the capital raise, the prospects of a takeover and a whole heap more. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members enter...

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63:46

Focusing on fundamentals amid volatility (Matt Fist...

Money of Mine ·

2025/04/11

Matthew Fist, Portfolio Manager of the Firetrail Small Cap fund, breaks down how he’s making sense of markets, his preference to focus on bottom-up fundamentals in times of macro volatility, and how he’s positioning the fund across commodities, including detailed thoughts on a host of gold, copper, lithium and uranium miners. Sign-up for the Director’s Special Chapters: (0:00) Introduction (3:01) How to feel about markets right now (11:58) Impact of a trade war? (15:45) Lithium refle...

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496 results

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