Money of Mine

Has MinRes Really Turned the Corner?

29 Apr 2025

Contributed by Lukas

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 thei...

Datt Capital get vocal over Koonenberry incentives

28 Apr 2025

Contributed by Lukas

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 Koonenberr...

Unpacking the Ramifications of the Gold Pain Trade with Sam Berridge

25 Apr 2025

Contributed by Lukas

Given all that’s transpired in markets lately, we felt overdue a discussion Perennial Value Management’s Sam Berridge.As always, Sam shared his th...

Why this ‘Big Short’ billionaire bought a gold mine

24 Apr 2025

Contributed by Lukas

Why this ‘Big Short’ billionaire bought a gold mine? Also, are Liontown slowly making it work? Along with Paladin’s rebound on quarterly pounds ...

Who’ll benefit most from gold mania?

22 Apr 2025

Contributed by Lukas

With gold rocketing, we start the show by running through interesting undeveloped Aussie gold projects flying under the radar.  Next we move to MP Ma...

Some precious metals booming, some in the doldrums (Sam Broom from Sprott)

21 Apr 2025

Contributed by Lukas

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, a...

An unfiltered conversation with Mr Lithium

18 Apr 2025

Contributed by Lukas

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 t...

The different styles of resource investing

17 Apr 2025

Contributed by Lukas

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 ris...

Can Greatland pull off the great comeback?

15 Apr 2025

Contributed by Lukas

Copper hopeful Prospect Resources has tied up a strategic investment from neighbour First Quantum at a premium, seeing their stock jump. Greatland Gol...

Is this the final reset for Bellevue?

14 Apr 2025

Contributed by Lukas

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 tak...

Focusing on fundamentals amid volatility (Matt Fist of Firetrail)

11 Apr 2025

Contributed by Lukas

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 ...

Tin to the Moon: Paused – For now

10 Apr 2025

Contributed by Lukas

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 in...

The Future of Mining with Alan Broome

09 Apr 2025

Contributed by Lukas

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 h...

Taking stock of the lithium sector with whiz kid Daniel Rau

08 Apr 2025

Contributed by Lukas

There are lots of unknowns in the ever-evolving lithium market: think supply, demand, geopolitics, technology and battery chemistry. Today, emerging y...

The miners most exposed to a meltdown…

07 Apr 2025

Contributed by Lukas

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...

We ask Hedley Widdup about every gold mining junior

04 Apr 2025

Contributed by Lukas

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...

Is a Bid 3x Your Share Price Irrefusable?

03 Apr 2025

Contributed by Lukas

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 a...

The Mining Giant That Has Outperformed Every Major

01 Apr 2025

Contributed by Lukas

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...

Will M&A spark life into lithium?

31 Mar 2025

Contributed by Lukas

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 buy...

Finding Value in a World of Excess with Vas Piperoglou

28 Mar 2025

Contributed by Lukas

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 v...

What the hell is going on with Bellevue?

27 Mar 2025

Contributed by Lukas

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 ...

The 5 Most Destructive Deals in Mining History

25 Mar 2025

Contributed by Lukas

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 ai...

Rio vs Fenix for Creasy’s Project (The Battle for Robe Mesa)

24 Mar 2025

Contributed by Lukas

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 tou...

Massive Disruption Coming to the Mining & Investment World (Rusty and Brice)

21 Mar 2025

Contributed by Lukas

Today’s episode is a unique conversation with special guests Russell “Rusty” Delroy of Nero Resource Fund & Brice Gower of Augment Technolog...

Decoding Kazatomprom’s results & the uranium reaction

20 Mar 2025

Contributed by Lukas

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...

Discussing deep value commodities with Trader Ferg

18 Mar 2025

Contributed by Lukas

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 m...

Will Ramelius have competition for Spartan?

17 Mar 2025

Contributed by Lukas

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, valuat...

Why the uranium shorts are wrong (Guy Keller interview)

14 Mar 2025

Contributed by Lukas

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 apar...

Have investors overblown Cobre Panama’s risk?

13 Mar 2025

Contributed by Lukas

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 rest...

Why these 2 miners led the bloodbath

11 Mar 2025

Contributed by Lukas

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 t...

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

10 Mar 2025

Contributed by Lukas

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...

Finding 10-Baggers in Junior Mining Stocks (with Vukasin & CrimsonCarp)

07 Mar 2025

Contributed by Lukas

We had the delight of chatting with two insightful junior mining analysts on how to find early-stage projects that are capable of generating sharehold...

The Quickest Way to Lose a Few Million Dollars

06 Mar 2025

Contributed by Lukas

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 t...

Extracting value from overlooked mines (Vuslat Bayoglu Interview)

05 Mar 2025

Contributed by Lukas

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 priva...

Has the market gone cold on miners?

04 Mar 2025

Contributed by Lukas

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 comp...

The Future of Underground Load & Haul

03 Mar 2025

Contributed by Lukas

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 abou...

Has the mining industry lost the plot? With Mike Christie

28 Feb 2025

Contributed by Lukas

Today we’re sharing an enlightening discussion into the world of making discoveries, African exploration and having an edge, with First Quantum’s ...

Will depressed prices force a Lynas raising?

27 Feb 2025

Contributed by Lukas

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...

Will this miner crack a commodity monopoly?

25 Feb 2025

Contributed by Lukas

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 com...

Unpacking a $20b undeveloped mine deal

24 Feb 2025

Contributed by Lukas

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 t...

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

21 Feb 2025

Contributed by Lukas

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 th...

Is the Writing on the Wall for MinRes?

20 Feb 2025

Contributed by Lukas

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...

Did BHP Blow $10B Buying Oz?

18 Feb 2025

Contributed by Lukas

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...

Uranium Catalysts are Coming with Tom Solomon

17 Feb 2025

Contributed by Lukas

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 w...

Everything you need to know about royalties, with Spencer Cole

14 Feb 2025

Contributed by Lukas

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 ...

Welcome to Matty’s (Underground) World

12 Feb 2025

Contributed by Lukas

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, chall...

Brokers, Bankers and Miners; the World of Mining Corporate Finance

11 Feb 2025

Contributed by Lukas

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 ...

Uranium Wild Predictions and which Base Metals Restart will Make Bank First?

10 Feb 2025

Contributed by Lukas

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 res...

We Answer an Open Q&A

07 Feb 2025

Contributed by Lukas

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 Tru...

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

06 Feb 2025

Contributed by Lukas

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, trad...

All Eyes on Predictive’s Bankan

04 Feb 2025

Contributed by Lukas

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 me...

What does Trump’s Tariff War Mean for Commodities?

03 Feb 2025

Contributed by Lukas

Trump’s tariffs on Mexico, Canada and China was the big news over the weekend which sent shivers down the spine of many ASX miners.We discuss what t...

Structural market change investors have to accept with Romano Sala Tenna

31 Jan 2025

Contributed by Lukas

We got fundie Romano Sala Tenna back in the studio for a cracking ep, honing in on 2024 learnings and the outlook for 2025.We dive into the passive vs...

Lithium Winter Starting to Defrost?

30 Jan 2025

Contributed by Lukas

It’s our last day of talking about quarterlies so Matty and Ally dived in and went through some highlights from the MinRes and IGO reports, along wi...

Which miners are making bank this quarter?

29 Jan 2025

Contributed by Lukas

She’s a big quarterlies day today. We checked in on Boss Energy’s restart progress, spitballed what Gold Road and Perseus might use their healthy ...

What Twiggy’s deal tells us about Fortescue

28 Jan 2025

Contributed by Lukas

There was plenty of market news that surfaced over the weekend, so we got started highlighting the mining implications, before diving into Bellevue’...

Which Goldies are making real cash?

23 Jan 2025

Contributed by Lukas

AGC is back behind the mic as we dive into a bunch of the goldies including Regis & Westgold, plus a dive in Greatland Gold now that they have the...

Are Paladin investors celebrating too early?

22 Jan 2025

Contributed by Lukas

 Quarterlies are coming thick ‘n’ fast, with Paladin’s big uptick getting us chatting. Have they solved their water challenges? Will the record...

Liontown shows signs of life

21 Jan 2025

Contributed by Lukas

We’ve got 3 big ones today with the quaterlies starting to roll through. First up is Liontown, with a number of positives coming from their Kathlee...

We’re Back. And so are Mega Deals

20 Jan 2025

Contributed by Lukas

We’re back.The majors saved some big news. Confirmed talks between Rio Tinto and Glencore got us chatting about what the merits of such an outrageou...

Biggest Mining stories of 2024 – AFR’s Peter Ker

19 Dec 2024

Contributed by Lukas

Today’s episode is the 2024 finale, with a don of the industry, Peter Ker.Pete has covered the resources sector for the AFR for well over a decade, ...

18 Fundies’ Predictions for Commodities is 2025 (Part 2)

18 Dec 2024

Contributed by Lukas

This episode is one of our favourites for the year, with fundies sharing their wisdom and insights on the year ahead.We learn about what these money m...

18 Fund Managers tell us their 2025 Big Bets (Part 1)

17 Dec 2024

Contributed by Lukas

As 2024 draws to a close, it’s the perfect time for fundies to pull out the crystal ball and tell us what they’re seeing.In part 1 of this 2025 pr...

Rio’s Stausholm makes his defining bet

16 Dec 2024

Contributed by Lukas

We get into the weeds on Rio Tinto’s huge A$15b bet on lithium, picking over all the ins and outs, before discussing the best and worst performing c...

16 Copper Takeover Targets to Follow (Tom Woolrych)

13 Dec 2024

Contributed by Lukas

Today’s interview is with popular former guest and geo-alpha wiz Tom Woolrych.Following Sumitomo’s juicy transaction over Winu and other copper de...

An unfiltered conversation with Jennifer Hewett

12 Dec 2024

Contributed by Lukas

Jennifer Hewett is a national affairs writer for the AFR, with a wealth of experience across energy, economics and politics.This fascinating conversat...

$1.5B for a 4th Quartile Mine?

10 Dec 2024

Contributed by Lukas

First up today we briefly discuss the latest China news that has lit up the miners, followed by a dive into the Lundin asset sale to Boliden.We then c...

Eneabba: A $2b Disaster in Waiting?

09 Dec 2024

Contributed by Lukas

One massive, influential story to chat about today.On Friday, Iluka announced that EFA would provide a further $400m while it too would dip into its p...

Mining Management and Industry Changes (Tucker & Dahmer part 2)

06 Dec 2024

Contributed by Lukas

Tucker and Dahmer join for part 2 after a very well received part 1.In this chat they went into keys to good management, industry changes for the bett...

Rio lights up the junior copper market

05 Dec 2024

Contributed by Lukas

We kickstart today chatting about Rio’s selldown of 30% of Winu to Sumitomo, before getting into Appian’s 3.5c bid to grab Nifty’s owner Cyprium...

De Grey vs Spartan: Bush Math Battle

03 Dec 2024

Contributed by Lukas

Today’s $220m capital raising by Spartan kicked us off on a round of comparison against NST’s takeover of De Grey, as well as a discussion on the ...

NST’s $5B Deal: Most Expensive Undeveloped Gold Mine Ever

02 Dec 2024

Contributed by Lukas

There’s only one thing to talk about today… Northern Star’s big swing for De Grey.This friendly, all-scrip deal which implies a A$5b value for t...

Underground Mining in the weeds (Tucker and Dahmer Part 1)

29 Nov 2024

Contributed by Lukas

Going back to the good old days with a couple of passionate Jumbo operators for the underground mining industry, David Tucker and Jeff "Dahmer&qu...

Matt Warder & Koala Unpack Peabody’s $3B+ Coal Deal

28 Nov 2024

Contributed by Lukas

We brought on special guests Matt Warder + the Koala to dissect the Anglo-Peabody deal, plus get into a range of topics relating to coal markets inclu...

Do diamond miners have a future? (Paul Zimnisky)

26 Nov 2024

Contributed by Lukas

We wanted to learn more about diamonds, so we brought on the expert.Paul Zimnisky has been an independent consultant analysing the diamond for over a ...

Boss Energy vs The Shorters… Who wins?

25 Nov 2024

Contributed by Lukas

We’ve got 2 big ones today, with a deep dive into Boss Energy, looking at how they’ll go in meeting production numbers and understanding why they’...

Turning a deposit into a mine (Entech interview)

22 Nov 2024

Contributed by Lukas

We sat down with a couple of legends, Jill Irvin & Shane McLeay of Entech, the gurus on what’s needed to turn a deposit into a mine.They taught ...

Ellison Speaks. What Really Matters for MinRes Now?

21 Nov 2024

Contributed by Lukas

Two big stories today, firstly our takes on the much anticipated MinRes AGM which we attended… plenty to chat about.Then we discuss the big news out...

We unpack 2 North American Deals

19 Nov 2024

Contributed by Lukas

Today’s show takes us to North America, with an intriguing deal coming via the sale of a non-core Newmont asset, Musselwhite, to Orla Mining.Back ho...

Russian sends uranium stocks flying

18 Nov 2024

Contributed by Lukas

We’ve got some big stories to chat about today, starting with the Russian export ban on enriched uranium to the US, then on the big jump in aluminiu...

An unfiltered yarn with some GC’s

15 Nov 2024

Contributed by Lukas

Today’s show is a special yarn with a couple of GC’s who’ve spread the good word of Money of Mine.We welcomed on Partick from Uranium Twitter an...

Another lithium mine bites the dust

14 Nov 2024

Contributed by Lukas

We’ve got 2 big ones today, starting with MinRes shutting Bald Hill until lithium prices recover, as well as the board admitting they should’ve sh...

Paladin Pummelled 29% on Production Downgrade

12 Nov 2024

Contributed by Lukas

Today we spent a while dissecting and discussing Paladin’s latest update which saw the stock crater some 25%, before picking through a potential val...

Liontown tweak the dials to save cash

11 Nov 2024

Contributed by Lukas

We start today with Liontown, who’ve shared some new numbers on Kathleen Valley to help them fight another day, before jumping to some concerning ne...

The Overlooked Way to Play the Commodity Cycle (Baza Capital)

08 Nov 2024

Contributed by Lukas

We’re pumped to share our discussion with the co-founders of Baza Capital, Will Sandover & Brayden McCormack.We kick off the chat by hearing abo...

The Trump trade you didn’t know about

07 Nov 2024

Contributed by Lukas

We lead off with how the Trump win affected the commodity and equity markets, along with what the future may hold. There was also some big comments la...

We Check Out These Small Cap Bolters

05 Nov 2024

Contributed by Lukas

In the spirit of Melbourne Cup Day, we take a look at some small cap underdogs that have done interesting deals or made fascinating discoveries of lat...

MinRes Scandal to see Ellison Exit. Now What?

04 Nov 2024

Contributed by Lukas

We kick off the week with a discussion about the corporate governance & leadership update from MinRes, followed by our infamous quarterlies name &...

Paulo Macro - Rolling Bubbles in Commodity Markets

01 Nov 2024

Contributed by Lukas

We had the delight of having a detailed & candid chat with Paulo Macro.Paulo is a financial commentator and investor who’s connect with many peo...

Will we see respite for lithium miners?

31 Oct 2024

Contributed by Lukas

It’s all happening on the final day of quarterly season.First up, MinRes, with a big asset sale and some interesting quarterly numbers, followed by ...

Fire Sale for Anglo Coal Bidders

29 Oct 2024

Contributed by Lukas

We rip in with the highs and lows of Sandfire’s quarterly, before jumping into speculation regarding the Anglo coal sale.Next on the list is Black C...

What does the future hold for MinRes?

28 Oct 2024

Contributed by Lukas

On back of an update from MinRes’ board, we have a chat about the decision they’ve got to make.We then move to an interesting take-over battle inv...

Cailey Barker: Geologist, Fund Manager, Streetfighter

25 Oct 2024

Contributed by Lukas

Today we get to share with you a conversation with Cailey Barker who has one of the most intriguing CVs we have ever seen in the industry.A qualified ...

Quick fire + Jake Klein on China, McPhillamys and M&A

24 Oct 2024

Contributed by Lukas

Today’s show includes a recap of the interesting details from this morning’s announcements, including Sayona Lithium, Northern Star, Metals X, &am...

Is India the new China? (Ian Roper Interview)

22 Oct 2024

Contributed by Lukas

Today we welcomed on the show Ian Roper, a commodity strategist & expert with some unique views.Ian is a big believer in the growth of India, whic...

What the Ellison allegations mean for MinRes

21 Oct 2024

Contributed by Lukas

Naturally we start the show discussing the latest drama from MinRes as they & their top man Chris Ellison battle serious financial allegations.We ...

Why you should give a s**t about aluminium

18 Oct 2024

Contributed by Lukas

Today’s episode is one we’ve long wanted to do, and finally we got the opportunity.We’re excited to share our conversation with Alan Clark, bett...

Can China escape its confidence doom loop? (Shehzad Qazi)

17 Oct 2024

Contributed by Lukas

We’ve got a mega China special today with Shehzad Qazi, from the go-to experts, China Beige Book.Shehzad filled us in on the misconceptions the mark...

Will Zijin Pay Up for this Copper Hopeful?

15 Oct 2024

Contributed by Lukas

We rip in with a yarn about Pilbara’s new debt facility and what it might be used for, then onto the Xanadu’s PFS and end-game.Google is getting i...

Which of these 3 Miners Took Gold?

14 Oct 2024

Contributed by Lukas

Westgold (WGX) gets us started as they bed down the Karora merger, before we continue with the gold theme with Pantoro (PNR).Next, we chat about NSW p...