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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

44:34

Will M&A spark life into lithium?

Money of Mine ·

2025/03/31

We start the week by chatting about rumoured M&A in the West Australian lithium sector, with a group of Indian groups reportedly interested in buying a stake in SQM’s assets. Then we venture into the world of antimony by dissecting Larvotto’s surge to “fame”. To wrap up we dive into Adriatic’s announcements which saw it get whacked by the market. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIM...

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70:50

Finding Value in a World of Excess with Vas Piperoglou

Money of Mine ·

2025/03/28

Today’s episode is a discussion with a Money of Mine favourite and a true value investor, Vas Piperoglou. The conversation ranged from the extended valuations in global markets, the implications of heightened Western inflation, the ongoing ramifications of the US’ seizure of Russia assets, the opportunity in gold stocks, the consequences of Australia’s energy policies and much more. We hope you enjoy this one as much as we did. Sign-up for the Director’s Special Please read our P...

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59:44

What the hell is going on with Bellevue?

Money of Mine ·

2025/03/27

It’s a gold day today. From M&A to production woes, we covered it all in the show, picking apart the intricacies of Gold Fields approach for its JV partner Gold Road, as well as were the suspected production downgrade will leave Bellevue. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100. &nbs...

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84:50

The 5 Most Destructive Deals in Mining History

Money of Mine ·

2025/03/25

Today’s show is a bit different. We thought we’d give ourselves a history lesson and explore the costliest M&A mistakes in our industry. Our aim was to understand what went wrong, why things went south and what mining companies and investors alike can learn so that we allocate capital better going forward. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Underground Operators conference exclusively via Mo...

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34:24

Rio vs Fenix for Creasy’s Project (The Battle for...

Money of Mine ·

2025/03/24

Shortly before we pressed record, Gold Fields came out swinging with a hostile offer for Gold Road… Needless to say that got us chatting. We then touched on Bellevue’s down day before moving on to The Battle for Robe Mesa, as parties from Rio Tinto to Fenix trip over for the iron ore project in a fascinating fight. Lastly, a non-core sale at Cyprium grabbed our attention and took us down an intriguing path. Sign-up for the Director’s Special Please read our Privacy Policy and Dis...

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85:14

Massive Disruption Coming to the Mining & Investment...

Money of Mine ·

2025/03/21

Today’s episode is a unique conversation with special guests Russell “Rusty” Delroy of Nero Resource Fund & Brice Gower of Augment Technologies. We explore completely new terrain, exploring how the technological megatrends on foot today (think AI and robotics) could totally upend the mining industry as we know it. And we explore the investment themes that come from that big-picture view. This episode goes deep and we explore some lateral concepts – but trust us, it’s worth it. AI is t...

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52:44

Decoding Kazatomprom’s results & the uranium reaction

Money of Mine ·

2025/03/20

Plenty to riff on today, starting with the Kazatomprom’s full year numbers then moving to Capricorn’s decision to close out its hedgebook. That led us to a broader chat on gold industry hedges as well as a focus on Bellevue and their ramp up pressure. We rounded off with a chat MinRes’ woes, Catalyst selling Henty & potential M&A. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Undergroun...

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70:49

Discussing deep value commodities with Trader Ferg

Money of Mine ·

2025/03/18

Today’s show is a discussion with the king of deep value, Trader Ferg. We look at where the various markets he tracks are at in their cycles, which metals are screaming out to him and how he plays them, and how misunderstood China is, amongst many topics. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code...

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62:25

Will Ramelius have competition for Spartan?

Money of Mine ·

2025/03/17

It’s finally happened – Ramelius and Spartan are tying the knot! We dive deep into this long-awaited deal, giving our take on the structure, valuation, synergies and more. To round off, we look at how this price tag reflects the other potential acquisition targets in the WA gold space. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. ...

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62:28

Why the uranium shorts are wrong (Guy Keller interview)

Money of Mine ·

2025/03/14

It had been too long since we last spoke with Aussie funds management’s leading uranium bull, Guy Keller. He joined us on the show again to pick apart the enormous short-interest in uranium stocks, why EnCore was down 50% on last weeks news, how he’s thinking about portfolio management, the spot vs term debate, where incentive pricing now sits, what’s next for NexGen and plenty more. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discou...

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39:19

Have investors overblown Cobre Panama’s risk?

Money of Mine ·

2025/03/13

There was plenty for us to explore today, starting with Boss Energy’s dealing with Laramide. We then explored the potential for First Quantum to restart Cobre Panama, before moving south to Solgold on the news that Jiangxi now holds 12% of their stock. Lastly, we touch on the WA gold space following Ora Banda’s latest drill success. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Undergroun...

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46:48

Why these 2 miners led the bloodbath

Money of Mine ·

2025/03/11

We go to the Murchison first today, unpacking Ramelius’ updated mine plan for Mt Magnet, which the market didn’t take kindly to. Then we ventured to the DRC to discuss the wild move in the world of cobalt, as well as the potential listing of a cobalt holding vehicle, like SPUT in uranium. Lastly, we dove into concerning news regarding royalty rates in Indonesia, which lead to big sell downs in exposed companies like Nickel Industries. Sign-up for the Director’s Special Please rea...

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49:34

Will a 93% takeover premium spur M&A drama?

Money of Mine ·

2025/03/10

First on the list today is a juicy takeover story. We start with a London-listed miner which just received a 93% take premium… which it rejected. We ended up unpacking most the mineral sands industry, looking to understand where the value is in this niche market. We then ventured into the world of visible gold announcements, running through a plethora of outrageous announcements from years gone by. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaim...

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73:31

Finding 10-Baggers in Junior Mining Stocks (with...

Money of Mine ·

2025/03/07

We had the delight of chatting with two insightful junior mining analysts on how to find early-stage projects that are capable of generating shareholder value over time. Vukasin Pekovic posts regularly on Twitter (@VukasinPekovic) and CrimsonCarp writes a thoughtful Substack (https://crimsoncarp.substack.com) tapping into his years of geological experience. We dive into how their individual approaches differ, the key learnings over their years of experience as well as the counterintuitive...

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40:33

The Quickest Way to Lose a Few Million Dollars

Money of Mine ·

2025/03/06

We kick things off today with a walk through how someone managed incinerate a few million dollars in a matter of moments at BHP. Next up we tackled the lithium giant SQM and delved into trying to decipher where we’re at in the lithium cycle. Lastly, we chatted about the common trending of switching out your lithium assets for gold while looking at TG6’s acquisition. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted ticke...

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47:16

Extracting value from overlooked mines (Vuslat...

Money of Mine ·

2025/03/05

We had the opportunity to sit down Vuslat Bayoglu, a man who knows more then most about running an African mining business. Vuslat leads Menar, a private mining & investment company, that has bought assets from Rio in the past and understands the intricacies of operator in a tough market. He gave us the 101 on the much-maligned SA power situation, how he assess the pros & cons of operating in Africa as well as how to extract value from overlooked projects. Sign-up for the Director...

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56:23

Has the market gone cold on miners?

Money of Mine ·

2025/03/04

We jumped straight into uranium talk with EnCore Energy getting punished, down 46% on a production miss and the news that its CEO would leave the company effective immediate. We then had a detailed conversation on the risk-off sentiment across markets, where China is heading in policy and stimulus, the continued intensity of its Belt & Road Initiative and how Australia fits into all of this. Sign-up for the Director’s Special Please read our Privacy Policy and Discl...

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44:09

The Future of Underground Load & Haul

Money of Mine ·

2025/03/03

Darren Kwok from Perenti/Barminco and Andrew Dawson from Sandvik joined the show to chat the future of underground load & haul. We had a yarn about: · Battery truck trial at Sunrise Dam · Diesel/Electric loaders and trucks hitting the market · Hybrid potentials for Load & Haul Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using ...

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44:44

Has the mining industry lost the plot? With Mike...

Money of Mine ·

2025/02/28

Today we’re sharing an enlightening discussion into the world of making discoveries, African exploration and having an edge, with First Quantum’s Mike Christie. We explore whether mining companies have lost the plot, where he’d explore if he had a blank canvas, how the approach of the Chinese differs and a whole heap more. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Underground Operators ...

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43:52

Will depressed prices force a Lynas raising?

Money of Mine ·

2025/02/27

We start todays show delving into rare earths and how the depressed price environment is hitting Lynas, looking to answer whether they’ll need extra cash. Next, we spit-ball about what advancements in robotics and AI could do to the demand for various metals from titanium to copper, before we close with some juicy deal making in the goldfields, with AngloGold Ashanti tying up an option with junior gold play Matsa. Sign-up for the Director’s Special Please read our Privacy Po...

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509 results

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