Money of Mine

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...

China’s Conundrum and what it means for Commodities (Huw McKay)

11 Oct 2024

Contributed by Lukas

We’re excited to share our conversation with Huw Mackay, former BHP chief economist.Huw is a leading economist and strategist with deep insight into...

What does Rio’s brine bet mean for spod?

10 Oct 2024

Contributed by Lukas

Rio’s (RIO) agreed deal with Arcadium (LTM), priced at US$6.7b kickstarted conversation today, before we went deep on Regis’ (RRL) strong cash pri...

What’s MinRes Scheming in Mauritania?

08 Oct 2024

Contributed by Lukas

Today’s show takes us around the world, starting with MinRes’ (MIN) scheming in the West African country of Mauritania. Next, chat about the growi...

A Message to Rio from an Arcadium Shareholder

07 Oct 2024

Contributed by Lukas

We’ve got some cracking stories today, starting with the news that Rio Tinto (RIO) is sizing up Arcadium (LTM), for which we had Mike Teran, portfol...

Building Mining Behemoths from Acorns (Owen Hegarty)

04 Oct 2024

Contributed by Lukas

We had the privilege of speaking to mining industry veteran Owen Hegarty. Owen began his career Rio Tinto (CRA), becoming Asia & Aus. Copper-Gold...

Is Ganfeng Bearish Pilbara Minerals?

03 Oct 2024

Contributed by Lukas

We kick off the show with a chat about the ~$270m block trade in Pilbara Minerals, with Ganfeng said to be involved, before jumping into Xanadu Mines ...

The Miners on our Radar this Quarterly Season

01 Oct 2024

Contributed by Lukas

Today we reveal what we are looking out for on our radar this quarterly reporting season since it’s October already. Plus we look at the stellar ret...

Commodities Rip Higher on China Stimulus

30 Sep 2024

Contributed by Lukas

3 different stories grabbed our attention today, the big China stimulus that is pushing stocks & commodities higher, Liontown (LTR) announcing the...

Why the Lithium Market Has Bottomed with YJ Lee

27 Sep 2024

Contributed by Lukas

We had the privilege of speaking with YJ Lee (@usuallyYJLe) for a fascinating discussion on all things “clean energy”.YJ, a fund manager at Arcane...

Why are 3 billionaires in the shadows of these two gold projects?

26 Sep 2024

Contributed by Lukas

We get into Delta Lithium’s strategic review of its Mt Ida gold project and spit ball a few potential outcomes, followed by a look at Southern Cross...

2 Miners Battle Short Reports – Who Wins?

24 Sep 2024

Contributed by Lukas

We kick things off with the US$175m uranium deal between UEC and Rio Tinto, then follow it up with the fascinating short report that surfaced on New F...

Chris Judd on the Macro Themes Moving the Market

23 Sep 2024

Contributed by Lukas

The last few weeks have been HUGE in the macro world, with US rate cuts, volatile markets & threatening geopolitics.With this in mind, we intervie...

The Hype around Hybrids is Rubbish (Andy Leyland Interview)

20 Sep 2024

Contributed by Lukas

Today we had the chance to chat with Andy Leyland, co-founder of SC Insights.Andy has spent his career analysing commodities markets, with a particula...

What’s Missing from Lotus’s Study?

19 Sep 2024

Contributed by Lukas

We rip into today’s show with a chat about Lotus’s (LOT) Letlhakane scoping study, which seemed to miss a key detail or two, then we moved to the ...

These 8 Gold Juniors are on our M&A Watchlists

17 Sep 2024

Contributed by Lukas

 We kick things off with a revelation that another party tried buying Fission Uranium earlier this year. And with CGN publicly opposing the merger wi...

Is $85/lb the new Uranium Floor?

16 Sep 2024

Contributed by Lukas

We start today’s show with the news that US$85/lb is the new floor price being conceived for uranium contracts, and then it’s a chat about Sibanye...

Le Shrub: Fading the "Monkeys"

13 Sep 2024

Contributed by Lukas

Le Shrub (@Agnostoxxx) consistently provides some of the most entertaining and clever market commentary via his parody pseudonym. Shrub has pedigree a...

Is the lithium bottom in?

12 Sep 2024

Contributed by Lukas

Plenty to rip through today, starting with the big news out of CATL that lit up lithium markets, followed by the Greatland / Newmont deal.Next we jump...

Greatland copy the NST Playbook

10 Sep 2024

Contributed by Lukas

We kick things off yarning about the Greatland-Telfer deal which leaked late yesterday, before jumping into another interesting gold story in G-Mining...

Are Index Inclusions an Alpha Opportunity?

09 Sep 2024

Contributed by Lukas

We start today talking about the index changes for the top 200 & 300 biggest ASX players, with plenty of resource names featuring.Next up we dive ...

Are data centres the new EVs? (Alex Turnbull Interview)

06 Sep 2024

Contributed by Lukas

We had Alex Turnbull on for a cracking chat about raw materials through the entire supply chain to end demand.The discussion got in the weeds on data ...

Mt Cattlin: The Next Domino Falls

05 Sep 2024

Contributed by Lukas

We’ve got a mixed bag in stories to yarn about today, with a follow up on the big story that is MinRes (MIN), followed by the news that Arcadium Lit...

Peninsula Energy: An opportunity or a money pit?

03 Sep 2024

Contributed by Lukas

 We each brought 4 unique and intriguing stories to the table today 1.       Peninsula: “The next ASX U producer” 2.       Meeka: Cashe...

8 Fascinating Reporting Season Details

02 Sep 2024

Contributed by Lukas

Today we mixed it up by hunting down the 8 juiciest snippets from reporting season. Companies included Rio, Glencore, Sandfire, MAC, Zimplats/Implats,...

Is there really a Copper “Shortage”?

30 Aug 2024

Contributed by Lukas

We had Ahmad Saleem back on the poddy to chat about copper.Our discussion ventured from whether the much anticipated bull market will emerge, why majo...

How Low Will MinRes Go?

29 Aug 2024

Contributed by Lukas

We’re drowning in news today, so we looked to pick out the most interesting and influential stories.First and foremost, MinRes (MIN), who’re batte...

Will the Paladin-Fission deal blow up?

27 Aug 2024

Contributed by Lukas

We had plenty to pick from today but had to start with the news that the Paladin-Fission Uranium deal may be on the rocks.Next we chatted through what...

Kazatomprom Sends Uranium Stock Flying

26 Aug 2024

Contributed by Lukas

It’s a big day for the U-bulls out there following Kazatomprom’s results late on Friday as well as ERA update and capital raising trading halt. We...

Not having Conviction Hurts Returns (Dave Franklyn Interview)

23 Aug 2024

Contributed by Lukas

We had natural resources fundie Dave Franklyn on to pick his brain on everything commodities related.The world of commodities has changed quite a bit ...

Whitehaven Nail the Landing, Patriot look to the Future

22 Aug 2024

Contributed by Lukas

Mining news doesn’t stop… we’ve got 3 crackers today.1.       Whitehaven 30% of Blackwater + share their full year results2.       Patri...

Was it Worth it, Yancoal?

20 Aug 2024

Contributed by Lukas

We’ve got 3 unique bits of news to pull apart today1.       Yancoal get smashed after cutting their interim dividend2.       Terra Uranium &...

Is Australia Really a Top Mining Jurisdiction?

19 Aug 2024

Contributed by Lukas

We’ve got stories of two different mining companies, Regis Resources (RRL) & Silver Mines (SVL), who’ve both had their projects put on indefin...

The Future of Energy with Veteran Analyst Arjun Murti

16 Aug 2024

Contributed by Lukas

On the poddy today we interviewed Arjun Murti, a former head of energy research and partner at Goldman Sachs, who now publishes a Substack called Supe...

Pilbara & Perseus make their move

15 Aug 2024

Contributed by Lukas

We’ve got 2 BIG stories to chat about.Pilbara Minerals buying Latin Resources in an all-scrip deal AND Perseus making a move on Predictive Discovery...

Gold Fields breathes life into Gold M&A

13 Aug 2024

Contributed by Lukas

We’ve got a big deal to talk about, with Gold Fields (GFI.nyse) swinging for JV partner Osisko (OSK.to) in a C$2.16b deal.We also touched on comment...

All Eyes on Jadar + Red 5’s Next Move

12 Aug 2024

Contributed by Lukas

We kick off the week diving deep into Red 5 to try and figure out what their next move will be after bolstering their balance sheet. This included ano...

Fixing Exploration Funding with Jon Hronsky

09 Aug 2024

Contributed by Lukas

Jon Hronsky joined us on the poddy to chat through a host of fascinating subjects, centred around improving exploration success.Jon is deeply experien...

What we learnt: Diggers 2024

08 Aug 2024

Contributed by Lukas

We’re straight back into it with a recap of Diggers 2024, our own awards session, plus news coming out of Arcadium Lithium (LTM), West African (WAF)...

What Makes a Mineral “Critical” (John Sykes)

06 Aug 2024

Contributed by Lukas

Here’s our chat with mineral economics, geology & strategy whiz John Sykes.We went through a raft of topics, from commodities such as tin, lithi...

We answer an open Q&A...

04 Aug 2024

Contributed by Lukas

You asked the questions, we answered them.In today’s chat we ripped through a heap of questions that Money Miners sent in, quizzing us who the best ...

Albemarle’s BIG Failure!

01 Aug 2024

Contributed by Lukas

It’s name and shame time to get us started, for those exploration battlers who can’t report on time.Then we’ve got uranium news from Cameco (CCJ...

Miners at Peak Risk & Reward

31 Jul 2024

Contributed by Lukas

There’s been a few companies that are hitting an intriguing point in their life cycle that we had to chat about, starting with Adriatic (ADT) as wel...

The Largest Undeveloped Project Acquisition in Decades

30 Jul 2024

Contributed by Lukas

It’s all happening in the mining world.Another c. $2B of Fortescue (FMG) stock traded hands this morning, with fingers pointing at Capital Group aga...

Has Australia Strangled the Uranium Shortage?

29 Jul 2024

Contributed by Lukas

3 big stories today, starting with ERA seeing its Jabiluka lease not renewed, then rumours swirling about M&A involving Teck and just about every ...

Getting up to Speed on Commodities (Bentley Atteberry)

26 Jul 2024

Contributed by Lukas

We had pleasure of chatting with Bentley Atteberry, co-founder & CEO of Myst Trading, on all thing’s commodities.Bentley has a unique perspectiv...

CONFIRMED: Bellevue raising...

25 Jul 2024

Contributed by Lukas

We’ve got a BIG one.Bellevue (BGL) has come to the market hat in hand for $175m, while almost every ASX goldie shared a quarterly today (NST, WAF, C...

4 Quarterly Highlights Worth Unpacking

23 Jul 2024

Contributed by Lukas

We’ve got some big stories in the thick of quarterly season, starting with a highlight reel of the best moments so far, before we dive into Ora Band...

S32 Smashed on Worsley Worries

22 Jul 2024

Contributed by Lukas

First cab off the rank today is Paladin (PDN) with production of over 500kt pounds of uranium since the restart.Next up we spoke about South32 (S32) w...

Turning around Junior Mining (John Forwood & Hedley Widdup)

19 Jul 2024

Contributed by Lukas

JD sat down with John Forwood (CIO at Lowell Resource Fund) and Hedley Widdup (CEO at Lion Selection) for a big chat on junior mining.The conversation...

Fortescue Swings the Axe

18 Jul 2024

Contributed by Lukas

We get going today with news that Fortescue (FMG) cut 700 jobs and is renewing its corporate structure & strategy, followed by a chat on Genesis’...

Koala and Tom Woolrych: Nickel West to Capital Woes

17 Jul 2024

Contributed by Lukas

On the back of Nickel West getting shafted by BHP officially (for now), Trav launched a Twitter Spaces on Thursday last week. The Koala and Tom Woolry...

Warren Irwin on Uranium, Canada & Contrarian Opportunities

16 Jul 2024

Contributed by Lukas

We had a chat with long time natural resource fundie Warren Irwin to get his take on several topics.Our conversation covered the state of Canadian min...

Mega Copper M&A Manoeuvres

15 Jul 2024

Contributed by Lukas

We kicked off the week entertaining some hypotheticals after the massive copper M&A rumours over the weekend about BHP and Lundin reportedly worki...

Picking Small Cap Gems with Matt Griffin

12 Jul 2024

Contributed by Lukas

We went for a deep dive into the miners and contractors that make the cut for Aussie Small Cap fundie Matt Griffin’s portfolio.Matt’s a thoughtful...

Uranium Stocks Surge on Kazakh Taxes

11 Jul 2024

Contributed by Lukas

We’re all over the BIG news out of the uranium world – Kazakhstan is ramping up taxes on all mining projects, and boy could you see it from the su...

Is this the Death of Gold Developers?

09 Jul 2024

Contributed by Lukas

We started the show by trying to understand the poor performance of WA gold developers, and question whether this is their death.Then we chat about Me...

Who’s Winning out of Rex’s $400m Bid?

08 Jul 2024

Contributed by Lukas

Plenty to rip into as always on a Monday, with two deals grabbing the headlines.MACH is buying Rex (RXM) for a bit under $400m while the Mt Bundy gold...

All you need to know about coal (Matt Warder)

05 Jul 2024

Contributed by Lukas

We’re joined by Matt Warder for a great chat about met & thermal coal markets, what recent events have done to prices, what the transition away ...

More than meets the eye at Boss Energy

04 Jul 2024

Contributed by Lukas

We kick things off with a “How to Build a Waterfall Chart” special, now that we’re into quarterly season.Then, we chat about several pre-quarter...

LG has saved Liontown?

02 Jul 2024

Contributed by Lukas

Some big news today with Liontown (LTR) announcing new funding with LG Energy, West African (WAF) updating their feasibility study whilst raising $120...

One year later, is WA1 the real deal?

01 Jul 2024

Contributed by Lukas

We’ve got 3 big stories today. Firstly, a fire broke at Anglo’s (AAL.l) Grosvenor coal mine which caused alarm throughout the sector.Secondly, we ...

Everything you need to know about rare earths with Mike Bevan

28 Jun 2024

Contributed by Lukas

We had a chat with Mike Bevan, a geo (who runs a cracking YouTube channel at GeoInvest Insights) to get right into the weeds on understanding rare ear...

Are lithium or rare earths companies investable? (Ahmad Saleem interview)

27 Jun 2024

Contributed by Lukas

We’ve got Ahmad back in the studio for an exploration bonanza!This time we’re diving deep into lithium and rare earths, getting into all aspects o...

“Mystery” buyer snaps up Spartan stake

25 Jun 2024

Contributed by Lukas

It’s straight into the Murchison as all fingers point to Ramelius (RMS) as the buyer of a parcel of Spartan (SPR) stock, before we go global, diving...

Pilbara looks within while Paladin opts to buy

24 Jun 2024

Contributed by Lukas

We’re back swinging this week with all sorts of news. Firstly, we dive into Pilbara Minerals (PLS) huge expansion plans, before getting into some ju...

A Roundtable with Two Top Mining Investors

21 Jun 2024

Contributed by Lukas

We’ve got a belter of a weekend special here, Daniel “Dingo” Harangozo and Sammy Berridge on the show.While Sammy is a familiar face to the Mone...

The Nuclear debate goes mainstream

20 Jun 2024

Contributed by Lukas

It’s all happening today, with the nuclear debate ramping up and going mainstream naturally getting us chatting.MinRes (MIN) dropped a late one yest...

BONUS: We ask James Marlay how to build an industry leading media business

19 Jun 2024

Contributed by Lukas

This is a different episode today. It’s a bonus episode after all.When we were in Sydney, we asked Livewire’s Co-Founder, James Marlay, if he woul...

Who’s dumping FMG stock?

18 Jun 2024

Contributed by Lukas

We kickstart the show looking to identify the seller of over $1b of FMG stock.Then, it’s a dive into Niger to get up to see on how geopolitical even...

Uranium grows, lithium woes

17 Jun 2024

Contributed by Lukas

Righto Money Miners, Deterra (DRR) has done a deal and you bet we had a chat about it. Out of the blue, Rio Tinto’s (RIO) Jadar project looks like ...

Value Hunting with Trader Ferg

14 Jun 2024

Contributed by Lukas

We’ve got a great chat to share with Fergus Cullen (or Trader Ferg).Ferg writes a popular Substack blog, where he hunts for value investments in a l...

Why are these miners so hated?

13 Jun 2024

Contributed by Lukas

We’re straight into the shorts today, chatting through a heap of the most shorted ASX miners and pondering why.Then, we delved into the EU’s lates...

When to pick miners (Stephen Wood Interview)

12 Jun 2024

Contributed by Lukas

We sat down with Stephen Wood of Eiger Capital to chat through his views on the world of resources.Stephen has been invested in a host of companies ac...

Energy deal rumours heat up

11 Jun 2024

Contributed by Lukas

We’ve got plenty of stories from around the grounds, starting with 29Metals (29M) finalising their offtake financing, then onto Southern Cross (SXG)...

Beers and Mining Smack Talk with 4 GCs

10 Jun 2024

Contributed by Lukas

Bonus ep time Money Miners.We sat down with 4 (3 in person, 1 virtually) UGC’s who earned their way onto the show through their phenomenal effort in...

Spec Stocks Spectacular with Ahmad Saleem

07 Jun 2024

Contributed by Lukas

The Money Miners have long requested a small cap special, and we’ve done it.We brought on geological whiz Ahmad Saleem to help us navigate some hot ...

Ellison pulls a lever… who benefits?

06 Jun 2024

Contributed by Lukas

Chris Ellison pulled one of his “levers” and announced the much-anticipated sale of 49% of the haul road. We look at the players that could reap t...

What stocks are flying under the radar?

04 Jun 2024

Contributed by Lukas

This is a juicy episode. We decided to chat through all the companies that have something bubbling away that could rise to the surface soon.We run thr...

2 Fundies’ views on Uranium, Debt Funding and Management Premiums

03 Jun 2024

Contributed by Lukas

On our voyage to Sydney, we sat down with Darko Kuzmanovic (Janus Henderson) and Matt Fist (Firetrail), alongside Livewire’s James Marley, to pick t...

Dispelling Clean Energy & Gold Myths (Roscoe Widdup)

31 May 2024

Contributed by Lukas

JD sat down with Roscoe Widdup, founder of Triple Eight (T8) Capital for a deep dive into Roscoe’s view on markets. T8 run a Clean Energy Fund as we...

Murchison Mayhem: Have Ramelius shown their hand?

30 May 2024

Contributed by Lukas

There’s some BIG stories to chat about today.We go deep on all things Murchison with the drama that has unfolded between Westgold (WGX) and Ramelius...

BHP’s Approach was Amateurish says Investment Banker Tshepo Magagane

29 May 2024

Contributed by Lukas

As a bonus episode, we’ve got a fascinating chat with Tshepo Magagane to share on all things BHP-Anglo.Tshepo is a South African former investment b...

Uranium CEO Sells Over 80% of his Shares

28 May 2024

Contributed by Lukas

There was only ever going to be one starting point today, Boss Energy. We share our thoughts on the decision of three directors to off-load substantia...

Another “fully funded” capital raise?

27 May 2024

Contributed by Lukas

We’ve got 4 juicy stories to start the week off.First up we get right into Adriatic Metals, who launched a US$50m capital raise, their 3rd since bei...

The Red Flag to Look for at Miners (Sean Russo Interview)

24 May 2024

Contributed by Lukas

We had the pleasure of sitting down with Sean Russo for an in-person chat about all the trends in mine financing and hedging.Sean is a wealth of knowl...

Our intern investigates the $5 Billion mine that won’t work (it’s Woodsmith)

23 May 2024

Contributed by Lukas

Our intern Matt “Hobbsy” Hobbs has gone deep into the asset almost at the centre of the biggest mining M&A deal of the decade – Woodsmith. I...

The metals bull market (DK Interview)

21 May 2024

Contributed by Lukas

We had the delight of sitting down with Terra Capital’s Dylan Kelly (DK) to chat about some big resource investing topics.On the agenda:-       ...

The low-down on USA’s Russian Uranium Ban

20 May 2024

Contributed by Lukas

We ripped straight into the big one today, dissecting what the US ban on Russian enriched uranium means for the market.Next up was a deep dive into Al...

Can we overcome our China reliance? (Todd Warren Interview)

17 May 2024

Contributed by Lukas

We had the great opportunity to sit down with Todd Warren, investor and partner at Tribeca Investment Partners.Our conversation was super wide ranging...

BHP-Anglo – the time is now

16 May 2024

Contributed by Lukas

This one’s all about the BHP-Anglo deal.We set the scene, then give an overview of what’s happened over the past few days. Next we step through An...

The art of M&A investing with Ben Bailey

14 May 2024

Contributed by Lukas

We’ve got a great interview to share with Ben Bailey of risk arb fund Harvest Lane. This one is all about the deals, the bread and butter of Harvest...

What were NexGen thinking?

13 May 2024

Contributed by Lukas

We’ve got some fascinating stories to chat about, starting with the shocking fraud news out of Canada from Red Pine Exploration (RPX.v).Next, we sha...

The Man on a Mission to Overhaul Karoon (Gabriel Radzyminski Interview)

10 May 2024

Contributed by Lukas

Our guest today is Gabriel Radzyminski, founder of activist hedge fund Sandon Capital.Gabriel outlined the state of activist investing in Australia an...

Our chat with Rene Sterk, Geologist Renegade

09 May 2024

Contributed by Lukas

We’ve got a cracking chat with Rene Sterk to share today. Rene is a geologist who is busy on many fronts, with a passion for the industry that can b...

The PGM Opportunity (Roger Baxter Interview)

07 May 2024

Contributed by Lukas

We had Roger Baxter come on the show to chat all things PGM’s. Plenty of ground was covered from the current supply-demand set up, what the state of...

What tin price satisfies demand? (Mark Thompson + Hadley Natus)

06 May 2024

Contributed by Lukas

We have a treat for the tin barons – a two-in-one special all on tin! Mark Thompson and Hadley Natus joined us in to separate conversation to give t...

Saving Junior Mining (David Finch Interview)

03 May 2024

Contributed by Lukas

Our guest today is David Finch, CEO of Ixios Asset Management. David recently shared a much-publicised tweet on the rules that the junior mining indus...

We name & shame ASX co.’s

02 May 2024

Contributed by Lukas

It’s name & shame time! We call out those companies who were a bit too lax in there quarterly reporting.Then, a fascinating dive into manganese ...

Copper contenders vs. pretenders

30 Apr 2024

Contributed by Lukas

We spoke about IGO’s numbers, Sandfire’s hiccup, Azure’s FIRB approval, activism at Karoon, Ravensthorpe shutting down, Tietto’s board changin...