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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

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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39:24

Tin to the Moon: Paused – For now

Money of Mine ·

2025/04/10

As global markets rocketed, tin got smashed on the back of the news that Alphamin would be making a staged restart of the Bisie mine. We then delved into the latest in the Gold Road – Gold Fields saga, with the target seemingly playing its part in the “takeover dance.” Finally, Minerals 260 has completed its acquisition of Bullabulling and received a $220m raise to boot. Chapters: (0:00) Introduction (2:21) Alphamin is Back, Tin Down (17:04) Gold Road x Gold Fields Drama (37:04) ...

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53:41

The Future of Mining with Alan Broome

Money of Mine ·

2025/04/09

Today’s show is a great discussion with the vastly experienced Alan Broome. We looked at what the mines of the future will look like, where the low hanging fruit is in respect to innovation, how Australia can stay ahead of the curve, what it means for those working in the industry and a whole bunch more. This episode was made in partnership with Austmine's GRX Conference. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted ticke...

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82:02

Taking stock of the lithium sector with whiz kid...

Money of Mine ·

2025/04/08

There are lots of unknowns in the ever-evolving lithium market: think supply, demand, geopolitics, technology and battery chemistry. Today, emerging young gun Daniel Rau joins us to discuss this. We explore the current market structure challenges, cost curve steepness, DLE technology, geopolitical forces and much more. You can read more of Daniel’s insights on his Twitter account: https://x.com/drauwsy Sign-up for the Director’s Special Chapters: (00:00) Introduction...

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53:29

The miners most exposed to a meltdown…

Money of Mine ·

2025/04/07

Markets started Monday in freefall, so we talked about the implications for Aussie and global miners. We then delved into Rio Tinto’s activist battle with Palliser Capital and touched on uranium market dynamics too. Sign-up for the Director’s Special Chapters: (0:00:00) Introduction (0:01:11) Market Meltdown (0:05:46) Rare Earths interesting? (0:14:36) 14 Miners Most Vulnerable (0:25:00) Rio Tinto vs Palliser (0:39:53) Contrarians enter U stocks Please read our Privacy Policy ...

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95:06

We ask Hedley Widdup about every gold mining junior

Money of Mine ·

2025/04/04

The gold price is flying, can you believe it’s soared beyond A$5,000 per ounce? We ask Hedley Widdup of Lion Selection Group about every single gold junior we can think of. We don’t think we even talk about a single producer in this episode, we’ve gone down the Lassonde curve discussing the projects that very well might find have their moment in this gold environment. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for A...

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50:35

Is a Bid 3x Your Share Price Unrefusable?

Money of Mine ·

2025/04/03

First up today is the punchy bid that Huayou & Renault chucked up for Galan’s assets, leading it to jump 45%. Then, we discuss possibilities in anticipation of Bellevue’s release, we look at Ramelius’ pre-reported quarterly as well as the quarterly from Polymetals and an update from Metro Mining. 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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45:34

The Mining Giant That Has Outperformed Every Major

Money of Mine ·

2025/04/01

We go big today, with a chat about 2 of the biggest and best performing companies in the natural resource world. Zijin Mining + Franco Nevada. We peel into why they’ve outperformed and try to extract what can be replicated. To round up today, we look at the WA exploration scene and chat about Caprice, who’ve seen their stock plummet 30% today. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUS...

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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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518 results

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