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PODCAST

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

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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49:23

Will this miner crack a commodity monopoly?

Money of Mine ·

2025/02/25

We ventured to Canada to kick things off today, unpacking the C$7.7b deal between Equinox and Calibre. Next up we delved into a lucrative and niche commodity, and we ask the question, can a Canadian junior crack the monopoly? Lastly, we come closer to home to discuss the latest and greatest in the Kalgoorlie region, with Black Cat swinging for Westgold’s Lakewood mill. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets ...

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39:43

Unpacking a $20b undeveloped mine deal

Money of Mine ·

2025/02/24

Two big stories dominated our focus today: Mitsui’s Rhodes Ridge deal + the De Beers write down by Anglo. We had to unpack the truly enormous swing the Japanese trading house has taken at an iron ore project only forecasted to come online in 2030, and similarly we couldn’t miss a chance to chat about the decline in fortunes of one of the 20th centuries most profitable businesses. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Disc...

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31:33

The Best Use of Capital in a Gold Bull Market (Jeff...

Money of Mine ·

2025/02/21

It was our privilege to sit down with Perseus Mining CEO Jeff Quartermaine. Jeff has run the West African gold miner for over a decade, helping take the company from a junior to where it is today. We discussed the recent M&A drama involving Predictive, capital allocation in a world of US$3k/oz gold, his view on hedging as well as the all-important aspect of jurisdictional risk. Chapters: (0:00) Introduction (1:33) Lundin and Zijin at Predictive (3:00) M&A in hot gold market? (7...

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50:39

Is the Writing on the Wall for MinRes?

Money of Mine ·

2025/02/20

There’s been a plethora of businesses reporting numbers, but we decided really hone in on one name. MinRes. The company is fascinating, and the story gets better by the day. We looked to focus on what really mattered from the results while trying to get at the heart of what comes next for the company. Sign-up for the Director’s Special Chapters: (0:00:00)Introduction (0:01:53)What Really Matters (0:10:09)Wild Weather (0:16:21)Funding the Road Repairs (0:28:11)The Cape...

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40:20

Did BHP Blow $10B Buying Oz?

Money of Mine ·

2025/02/18

We dive straight into the Big Australian’s numbers, specifically honing in on BHP’s action in South Australian Copper and asking the question: How much have they blown? Next up we discussed the passionately supported Adriatic Metals, who yet again are out raising capital. Lastly, we give a brief prelude to the half-year results of MinRes. Chapters: (0:00:00) Joke of the year (0:02:14) Reflecting on BHP's OZ acquisition (0:13:48) US dollar strength for M&A (0:17:25) What to make of...

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30:47

Uranium Catalysts are Coming with Tom Solomon

Money of Mine ·

2025/02/17

Pala Investments’ Tom Solomon sat down with us for a cracking chat on his views on the uranium market, where copper is going, the value in gold as well as how his general macro overview is shaping his investments. 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. Adelaide, 7 - 9 April 2025 (Matty will be...

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63:10

Everything you need to know about royalties, with...

Money of Mine ·

2025/02/14

We had the pleasure of chatting with Spencer Cole, an expert in a part of our industry in which we haven’t spoken nearly enough about. Spencer knows more than most about royalties, so we used the opportunity to pick his brain about how the sector has evolved, how different royalties come into existence, the best & worst royalty decisions that have been made, how royalty co.’s should trade plus a bunch more. Sign-up for the Director’s Special Please read our Privacy Policy ...

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81:20

Welcome to Matty’s (Underground) World

Money of Mine ·

2025/02/12

We flipped the switch today and dived into the world underground mining with Matty. We break down the step by step process of mining underground, challenges different mines can face, things to keep an eye out for during ramp up, what’s underappreciated by the investing community about mining and heaps more. Lastly, we rounded off with a rapid fire on some mining news from Evolution, St Barbara and some small cap gold bolters from the day. Sign-up for the Director’s Special Please...

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63:35

Brokers, Bankers and Miners; the World of Mining...

Money of Mine ·

2025/02/11

We’ve opted for a different style of episode today diving into the world of mining corporate finance with Ally GC, getting into some 101 on all the different concepts and lingo. We discuss how mining companies decide on their optimum project financing mix, how capital raises are priced, what happens on non-deal roadshows, what the hell a VWAP is and heaps more. Stay tuned for Matty’s underground mining 101… Sign-up for the Director’s Special Please read our Privacy Policy and Dis...

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59:21

Uranium Wild Predictions and which Base Metals...

Money of Mine ·

2025/02/10

We kick off our 400th podcast episode diving into some uranium news and then took a look at Polymetals’ recent capital raising and their path to restarting the Endeavor zinc-silver mine. We checked out a peculiar small cap gold takeover bid and closed with some lithium news around the grounds. Grant Isaac interview on Triangle Investor - https://www.youtube.com/watch?v=HhvxzE6v8Po Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here &nbs...

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57:29

We Answer an Open Q&A

Money of Mine ·

2025/02/07

You asked the questions, we answered them. In today’s chat we ripped through a heap of questions sent in by the Money Miners, quizzing us on what Trump’s presidency means for commodities, the outlook for copper in 2025, why orebody geometry is important for mining, finance lingo 101 and heaps more. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Underground Operators conference exclusively vi...

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38:13

Will Gold Reach A$5,000/oz? Ft. Jeremy McGovern

Money of Mine ·

2025/02/06

We had a special guest join today’s episode, West Coast Eagles footy superstar, Jeremy McGovern. We took a look at the Blackstone Mankayan deal, trade war updates and the recent gold price action. 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. Adelaide, 7 - 9 April 2025 (Matty will be there in full ...

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39:44

All Eyes on Predictive’s Bankan

Money of Mine ·

2025/02/04

We dived into the big news of the day, taking a look at Predictive’s strategic placement to the Lundin Family and Zijin. Matty touched on WA1’s met results, and we closed with a rapid fire on other news stories from around the grounds. 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. Adelaide, 7 - 9 Apr...

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496 results

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