Money of Mine

The Anglo American Endgame

29 Apr 2024

Contributed by Lukas

We start with the latest BHP-Anglo, then check in on Liontown’s (LTR) update.It’s off to Sierra Leone next for the latest twists and turns in the ...

Will BHP get Anglo… Eventually?

26 Apr 2024

Contributed by Lukas

BHP eye off Anglo American. Wow.We also got round to chatting about Chalice’s (CHN) bizarre buying in Encounter (ENR) stock, Lynas’s (LYC) cost bl...

Is tin the next uranium? (Brian Laks interview)

24 Apr 2024

Contributed by Lukas

On the show today we had Brian Laks, co-chief investment officer of Old West, an LA-based investor.Brian has gone deep into a number of the markets th...

Will LIC Activism Upend Aussie Funds Management? (WAM Interview)

23 Apr 2024

Contributed by Lukas

Here’s our interview with Geoff Wilson and Cooper Rogers of Wilson Asset Management, one of the biggest players in the Australian funds management w...

S32’s GEMCO damage revealed + BSE’s 188%-premium takeover

22 Apr 2024

Contributed by Lukas

First up, the big one, South32 (S32) finally shared an update on Groote Eylandt amongst their quarterly. Then, we got into the detail at Ramelius (RMS...

Uranium Mining all the way to Nuclear Power – Mike Alkin interview

19 Apr 2024

Contributed by Lukas

Mike Alkin is the Chief Investment Officer and Founder of Sachem Cove Partners, a specialty Uranium fund based in New York. This is an extremely high-...

Gold Quarterlies: Performers vs. Disappointers

18 Apr 2024

Contributed by Lukas

Today we did a tour around through the gold producers who reported quarterlies, including Bellevue (BGL), Genesis (GMD), Catalyst (CYL) and Tietto (TI...

Miners get Hit with Big Down Day

16 Apr 2024

Contributed by Lukas

We started today with a deep dive into Spartan (SPR) on the back of recent results, followed by a breakdown of Macmahon (MAH) acquiring Decmil (DCG). ...

Gold Road Crashes on Raising Rumours for Billion Dollar Deal

15 Apr 2024

Contributed by Lukas

Plenty to chat about today, with Gold Road (GOR) taking the top story, confirming their interest in Greenstone Gold, and following on with the theme o...

Make-or-break mining projects (Nathan Stoitis Interview)

12 Apr 2024

Contributed by Lukas

Metallurgy is a part of mining that isn’t often spoken about but can dictate the outcome. Nathan Stoitis broke things down for us, including why rec...

Is the commodity “supercycle” starting?

11 Apr 2024

Contributed by Lukas

We’ve got a bit of a different episode today. Metals prices have been ticking up, so we did a broad check-in on a range of metals including gold, si...

Why MINs bailed out of DVP + What’s the next gold deal?

09 Apr 2024

Contributed by Lukas

Today kicked off with a chat about the news that MinRes (MIN) had sold out its 14% stake in Develop (DVP) to a group of investors, before getting into...

Karora and Westgold in $2.2b deal and is the Azure deal at risk!?

08 Apr 2024

Contributed by Lukas

Two big stories grabbed our attention today.We started by chatting about the curious trading in Azure (AZS) stock on the day of the EGM which we atten...

Why the exploration funding model is broken (Ahmad Saleem Interview)

05 Apr 2024

Contributed by Lukas

We had the delight of interviewing Ahmad Saleem on everything exploration.Ahmad is a master of many trades. He’s a geologist, he’s started numerou...

The Fumble in the Jungle continues, WR1 go bargain hunting

04 Apr 2024

Contributed by Lukas

We’ve got three big stories to chat about today. Firstly, The Fumble in the Jungle (or The Battle for Sierra Rutile) has had some exciting developm...

Compare the Pair: Westgold vs Ramelius

03 Apr 2024

Contributed by Lukas

Quarterly season has begun! We kick off with diverging reports from Westgold (WGX) and Ramelius (RMS) then move onto Regis (RRL) which disappointed wi...

Who’s Karora’s mystery suitor? + Finally, a QLD Copper Deal

02 Apr 2024

Contributed by Lukas

We’ve got plenty to talk about after the long Easter break, starting with rumours of what Karora business combination could look like. Naturally, we...

Our Most Open Discussion on Shorting (Will Thomson Interview)

28 Mar 2024

Contributed by Lukas

Our conversation with Will Thomson of Massif Capital covered plenty of ground including the art of short selling as well as specific company shorts, t...

Albemarle looks to spark the market with $1,300/t sale

27 Mar 2024

Contributed by Lukas

Mining news is all go, with Albemarle (ALB.nyse) trying to grab the attention of the lithium market through an auction sale, leading to us yarning abo...

29M sinks while copper rips

26 Mar 2024

Contributed by Lukas

We start todays show with the most eye-catching story, the unfortunate announcement that 29M have suspended operations and are back to square one at C...

Pilbara picks a partner while SRX gets entertaining

25 Mar 2024

Contributed by Lukas

Pilbara Minerals (PLS) kick starts the show by finally sharing more on its downstream plans while Genesis (GMD) vied for our attention with the big 5-...

The Battery Metals Opportunity (Matt Fernley Interview)

22 Mar 2024

Contributed by Lukas

Money Miners, we’ve got the interview for all your battery metals questionsWe had a conversation with Matt Fernley (founder of Battery Materials Rev...

The Report that Shaved $250 Million from IGO Today

21 Mar 2024

Contributed by Lukas

We’ve got a big one Money Miners.We started the show by dissecting a bearish report written on IGO, before discussing the latest news from Develop (...

Bellevue RAISE vs NO-RAISE

19 Mar 2024

Contributed by Lukas

We ripped into the show with a chat on Bellevue’s (BGL) grade control drilling and asked the question – will they rattle the tin again?Next, we de...

What is the MinRes Lithium Strategy?

18 Mar 2024

Contributed by Lukas

There’s was plenty of news to start the week, with MinRes (MIN) buying Lake Johnston off Poseidon (POS), South32’s (S32) GEMCO operations being hi...

Rick Rule on picking "hated" sectors

15 Mar 2024

Contributed by Lukas

We got the big man Rick Rule on to take the temperature on explorers, numerous commodities and where there’s value in the market.Our conversation co...

Ben Cleary on Why Tribeca has just gone Activist on Glencore (BONUS EP)

14 Mar 2024

Contributed by Lukas

This is a bonus episode today Money Miners. Matty managed to come into the studio early on his birthday for it too. It's juicy - Tribeca has gone...

Will Liontown & Arafura secure funding?

14 Mar 2024

Contributed by Lukas

We’ve got a big one Money Miners. First up, Liontown’s (LTR) funding commitment as well as Pilbara’s (PLS) pre-auction sale.Next, we touch on A...

Fundie Roundtable: Rusty & Kav on Commodities

12 Mar 2024

Contributed by Lukas

Money Miners we’ve got a treat.Anthony Kavanagh + Rusty Delroy visited the studio for an outstanding chat on all things commodities. We pick the br...

Gold is flying – what M&A is next?

11 Mar 2024

Contributed by Lukas

Plenty of news to get the week going, with the gold price flying we rip right into the big movers and speculate on why Spartan (SPR) is doing the publ...

How to Buy Discoveries while they’re still Cheap - with Tom Woolrych

08 Mar 2024

Contributed by Lukas

Thomas Woolrych of Deutsche Rohstoff joins us in studio for a wide-ranging conversation. Tom is a geologist by background and he even wrote the book (...

Will this be Deep Yellow’s last capital raise?

07 Mar 2024

Contributed by Lukas

We’ve got some big talking points today with MinRes in the media again for various reasons… the question is, who’s incentivised by what story?De...

Why did Albemarle raise >US$2b?

05 Mar 2024

Contributed by Lukas

Plenty to chat about as Albemarle (ALB.nyse) rattles the tin in a big way whilst 29 Metals (29M) made a change at the top. The Battle for Nyanzaga ru...

Cleaning the CONVERTIBLE NOTE – with Dan Porter

04 Mar 2024

Contributed by Lukas

We’ve got a fascinating chat in store for the Money Miners, our chat with Dan Porter of Pure Asset Management.Dan has plenty of experience as an ana...

URANIUM Bull Thesis - Ben Finegold from Oceanwall

01 Mar 2024

Contributed by Lukas

Strap yourselves in Money Miners we’ve got a U bonanza. We chat with Ben Finegold of Oceanwall who’s done nothing but read about uranium for the ...

Have S32 Made the Right Call Selling Illawarra?

29 Feb 2024

Contributed by Lukas

We start with the hottest news of the day, South32 (S32) selling one of their strongest cash producing assets Illawarra. Next, we dive into Emerald R...

Is this different at Davyhurst + is Strike on the block?

28 Feb 2024

Contributed by Lukas

Ora Banda’s (OBM) got the ball rolling today with exploration results, a company update then bang! Capital raise. Next cab off the rank was West Af...

Capricorn’s financial gymnastics + an intriguing block trade at YAL

27 Feb 2024

Contributed by Lukas

Capricorn’s (CMM) ‘record’ half year result got us rolling today as we put a magnifying glass over their hedge book, before we moved onto why th...

Who’ll buy Telfer? + Why Alcoa finally bid for Alumina

26 Feb 2024

Contributed by Lukas

We’ve got M&A and plenty more potential M&A today. Newmont (NEM) announced their intention to sell off sub-tier 1 assets, which led us to p...

Separating Value from Traps with Activist Investor Jeremy Raper

23 Feb 2024

Contributed by Lukas

For a weekend special we had a chat with value-investing/social-activist Jeremy Raper. Jeremy has banking & hedge fund experience as well as writ...

Ellison says “f@*# You” to Balance Sheet Critics, IGO’s Real Numbers & Pilbara’s Plans

22 Feb 2024

Contributed by Lukas

We start off with MinRes’s hotly anticipated half year call, which didn’t disappoint. Then we pealed back the key details from IGO’s call before...

Are we at the Start of a Commodities Bull Market?

21 Feb 2024

Contributed by Lukas

We kick things off today discussing the thoughts that Australia investing giant Phil King has on the resources sector before diving deep into the deba...

BHP’s Big Decision + what to make of Sayona’s DFS

20 Feb 2024

Contributed by Lukas

First thing on the menu had to be BHP with big decisions looming, before we picked through intriguing trading in 29M’s stock. Next up Sayona’s (S...

A Company you Can’t Bet Against + How PLS Defies Gravity (Investor Romano Sala Tenna Interview)

19 Feb 2024

Contributed by Lukas

Romano Sala Tenna is the co-founder of Katana Asset Management, a Perth-based long-only fund. We had a blast picking his brain over what the state of ...

Legendary Mining Analyst John Macdonald on Spotting Companies Tricks & Calling it how it is

16 Feb 2024

Contributed by Lukas

We had the great privilege of sitting down with John Macdonald, a legendary mining analyst.We delved into the conflicts of staying true to your views ...

BHP’s Massive Write-down + S32 try Polish Hermosa

15 Feb 2024

Contributed by Lukas

BHP gets us rolling today with an announcement on exceptional items (read Nickel West write-down). South 32 (S32) was next on the block with their ha...

Queensland Copper M&A + Do EVN make Money?

14 Feb 2024

Contributed by Lukas

Whispers of more M&A in QLD copper get us going today, with Carnaby (CNB) and Hammer (HMX) is talks. We then have a chat about 29 Metals 2nd bigg...

Strike Energy’s Duster + Kalgoorlie M&A

13 Feb 2024

Contributed by Lukas

Strike Energy (STX) start us off with a duster of an appraisal well at SE-3 before we take a peek through all the company presentations released as co...

Liontown Shareholders wait for Gina

12 Feb 2024

Contributed by Lukas

Where's Gina? Nothing to see judging by the (lack of) Liontown (LTR) news flow today. We have a yarn about just that along with the latest in The...

The 4 Adages for Resources Investors to Live By According to Emmanuel Datt

09 Feb 2024

Contributed by Lukas

Today JD picks the growing brain of Emmanuel Datt on his 4 key lessons investing in the Resources sector. The conversation expands to Emanuel's v...

Are MinRes Short on Cash? + Investor Ausbil Dumps Longtime Holding

08 Feb 2024

Contributed by Lukas

We rip into today’s show with the rumours around Mineral Resources (MIN) looking to garner interest in 49% of their Onslow haul road, before we diss...

Vas Piperoglou on Maintaining Conviction & Selling into Speculation

07 Feb 2024

Contributed by Lukas

JD sat down with Collins St Asset Management’s co-founder and chief investment officer Vas Piperoglou this week to hear about CSAM’s investment st...

Kazakhstan put U-market on Alert + How Solid is S32?

06 Feb 2024

Contributed by Lukas

We rip into today’s show with news that Woodside (WDS) and Santos (STO) have agreed to continue getting to know each other followed by a dive into K...

Red5 Dangles the Carrot for Genesis in $2.2Bn Merger with Silver Lake

05 Feb 2024

Contributed by Lukas

We almost forgot just how much we love Leonora. We love it, clearly Silver Lake (SLR) loves it too. Today they announced a recommended merger with Red...

Justin Huhn on the Uranium Supply Crunch, ETF Impact & China's Influence on the Market

02 Feb 2024

Contributed by Lukas

We interviewed Justin Huhn, founder of the Uranium Insider newsletter, to get up to speed on all things yellowcake. The conversation ran through what...

Name & Shame! + Just when IGO thought things couldn’t get worse…

01 Feb 2024

Contributed by Lukas

With the quarterly season now wrapped up, it’s time for one of our favourite segments… name & shame! We call out those companies who were too ...

IGO used to be Shiny. Now Everything is Going to S**t

31 Jan 2024

Contributed by Lukas

There was no shortage of news to dissect on the final day of the quarter, with IGO grabbing the headlines by turning off Cosmos, amongst other challen...

The Good, the Bad and the Ugly of ASX Copper Miners

30 Jan 2024

Contributed by Lukas

We’re in the thick of quarterly season now & had plenty to stew over.We start with a good chat about the base metals miners, including Sandfire ...

Bellevue Faces the Music as IGO Braces For the Same

29 Jan 2024

Contributed by Lukas

Bellevue (BGL) starts us off today with a hotly anticipated quarterly seeming to meet the markets expectations, followed by IGO who served up a lithiu...

Our Thoughts on Owing the Rock, Certain Commodities & AISC (Unscripted Q&A)

26 Jan 2024

Contributed by Lukas

We’ve got a new style of show for the Money Miners this long weekend, an unscripted Q&A!All the questions served up today came directly from lis...

What Moves Uranium Stocks? + The Goldies Quarterlies

25 Jan 2024

Contributed by Lukas

We rip into today’s show with uranium news, touching on the market dynamics as well as news from Paladin (PDN) and Boss Energy (BOE).MinRes’s (MIN...

Pilbara Boss to Shorters: “I hope they’re shaking in their boots”

24 Jan 2024

Contributed by Lukas

Pilbara Minerals (PLS) released a hotly anticipated quarterly report with some punchy comments to get us going today before we jumped into another big...

Nickel & Lithium Heavyweights Summoned for Industry Sit-Down

23 Jan 2024

Contributed by Lukas

We rip right into the juicy news today that Australian Resources Minister Madeleine King has summoned an urgent industry round table discussion on the...

Why is Liontown Down 20% Today? + Perseus goes Hostile!

22 Jan 2024

Contributed by Lukas

A big start to the week with lithium market darling Liontown (LTR) announcing a Kathleen Valley funding update, seeing the stock come off 20%. Perseu...

Who Printed Nearly $500m this Quarter? + ASX’s Most Shorted Stocks

19 Jan 2024

Contributed by Lukas

We get our final show of the week off to a start discussing the big movements in the industry this past week, before touching on how this is reflected...

Lithium Struggles while BHP puts WA Nickel on RED Alert

18 Jan 2024

Contributed by Lukas

Quarterly reports are starting to trickle out to keep us busy here at Money of Mine.We start today by discussing what’s going on in the lithium worl...

Evolution’s Stinker & What’s going on at Lynas’s Kalgoorlie Facility?

17 Jan 2024

Contributed by Lukas

The hits keep on coming at Money of Mine.Where else to start but the big one, Evolution Mining (EVN) shaving $1.3b in market value with the release of...

3 Ways of How Not to Run a Company

16 Jan 2024

Contributed by Lukas

Our second episode back and we’re getting punchy.On the show today we spoke about four different stories with some common these.Firstly, we revisit ...

Commodities Crunch Time – What’s Hot & What’s Not!

15 Jan 2024

Contributed by Lukas

Money of Mine is back!We’ve got a massive first episode of 2024 for the Money Miners.First up we get into the big commodity price movements and impo...

2023 in review with the AFR’s Anthony Macdonald + Peter Ker

15 Dec 2023

Contributed by Lukas

For our final episode of 2023, we had the great opportunity to chat with two journalists whose work we’ve followed for a long time. Peter Ker has co...

9 Fund Managers Reveal Their Biggest Predictions For 2024

14 Dec 2023

Contributed by Lukas

We have interviewed 9 of the sharpest fund managers in the Natural Resources / Mining investment world to bring the Money Miners some brilliant insigh...

IGO’s Year of Hell + the Return of David Flanagan!

13 Dec 2023

Contributed by Lukas

Plenty of mining news for us to sink our teeth into in our final day for the year (we’ve got some cracking interviews to release in the coming days!...

Will Santos & Woodside merge?

12 Dec 2023

Contributed by Lukas

Today’s episode is our first venture into the world of energy. We brought on the show Thomson Naude to help us investigate the potential mega merge...

You Win-some you Lose-some + Regis close the book!

11 Dec 2023

Contributed by Lukas

We’ve got news from all around the world to see us into Money of Mine’s final week of 2023. First up was Regis Resources (RRL) who have killed th...

DLE breakdown + the new type of lithium mine with Joe Lowry (part 2)

08 Dec 2023

Contributed by Lukas

Part 2 of our chat with Mr Lithium covers lots of fascinating and forgotten (in WA at least) projects & possibilities for the lithium market. We ...

The History of Newmont's Tanami and Boss go deeper into U

07 Dec 2023

Contributed by Lukas

We get the ball rolling today by announcing the winners of the “dumbest trade” competition, before launching into our take of Boss Energy’s (BOE...

TMT revolt against the AVL merger + Latin upgrade Salinas

06 Dec 2023

Contributed by Lukas

We’ve got 4 juicy stories for the Money Miners today. First up we focus in on Latin Resources (LRS) Mineral Resource update from their Salinas proj...

Evolution buy Northparkes + Reward wraps up Kalium Lakes

05 Dec 2023

Contributed by Lukas

We go deep on 2 deals today, first up the big one, Evolution spending up to secure Northparkes. As the Money Miners would expect, we go deep into all...

What’s a “Foreign Entity of Concern”? + Is ARU’s Letter of Intent worth its weight?

04 Dec 2023

Contributed by Lukas

We crack on into December with another round of AGM remuneration vote downs, focusing in on the mining services (including special mentions to Perenti...

Who’s failing AGM season? + Not believing the “substantial” PLS hype

01 Dec 2023

Contributed by Lukas

We round out an eventful week by calling out all those company’s whose shareholders voted down remuneration resolutions for exec’s. Next up we sp...

Joe Lowry on all thing’s lithium (ex-hard rock)! (Part 1)

30 Nov 2023

Contributed by Lukas

Joe “Mr Lithium” Lowry is back on Money of Mine to discuss all things lithium, excluding the hard rock! We figured we’ve spoken plenty about th...

Shareholder activism, incentive misalignment & how commodity investing has changed with the Koala

29 Nov 2023

Contributed by Lukas

Part 2 of our chat with the Koala! In this part we delved into what makes an attractive Tier 1 & why majors sell them, whether a metal price bifu...

The Koala on why Lithium is Iron Ore 20 years ago, how Mining M&A has evolved & overhyped Mining disruptions

28 Nov 2023

Contributed by Lukas

The Mintwit enigma “Koala” (@YellowLabLife) came by for a chat on all things natural resources investing. In this part 1, we dive into what aspec...

African Gold M&A is all GO!

27 Nov 2023

Contributed by Lukas

We start the week chatting about the news that Perseus (PRU) has picked up 19.9% of Tanzanian gold developer OreCorp (ORR), tainting SilverCorp’s (S...

Inside the AVZ Shareholder Vote

24 Nov 2023

Contributed by Lukas

Money of Mine made an appearance at the much-anticipated AVZ AGM, which was set up for fire works with more directors up for elections than we’ve ev...

OreCorp’s kicker, AGM tricks & the bizarre story behind a WA Lithium hopeful

23 Nov 2023

Contributed by Lukas

We’ve got a wild one for the Money Miners today, starting with highlights from some AGMs plus an interesting phenomenon for all to look out for. Ne...

Copper miners spending up for production + an OreCorp shareholder revolt?

22 Nov 2023

Contributed by Lukas

We start off today with a bit of M&A unhappiness as the once happy takeover of OreCorp (ORR) by Canada’s SilverCorp seems to have soured. Next u...

What Could Go Wrong at Liontown + Khoemacau sells for US$2b

21 Nov 2023

Contributed by Lukas

Matty led the way today diving into the key risks that Liontown (LTR) will face over the coming quarters as they construct & ramp up the big Kathl...

Capital raisings, lithium deals and an AGM highlight

20 Nov 2023

Contributed by Lukas

We start off the week by dissecting the capital raisings of Spartan (SPR) and Peninsula (PEN), focusing on some vague & excessive “use of funds”...

Underrated mining businesses, physical uranium or equities & the commodities to be in with Sam Berridge (part 2)

17 Nov 2023

Contributed by Lukas

On part 2 of our fascinating chat with natural resource fund manager Sam Berridge we pulled apart a number of his stock picks, highlighting the potent...

Sam Berridge on the state of the market, China’s retreating influence & the energy setup (Part 1)

16 Nov 2023

Contributed by Lukas

We had the opportunity to sit down with Sam Berridge, natural resource fund manager at Perennial, for a wide-ranging chat. We started on the state of...

Glencore buys Teck’s met coal assets while Atlantic Lithium bounces takeover

15 Nov 2023

Contributed by Lukas

A brief word on the MinRes buying of Azure stock before we opened up on the continuing woes at Panoramic (PAN). We had a detailed chat about Teck fin...

More Azure Suitors? + Who’s getting the better deal: Allkem or Livent

14 Nov 2023

Contributed by Lukas

Azure is getting bid well over $4/share so naturally that got us chatting today. Then, big news out of America that ExxonMobil is “becoming a lithiu...

Delta Rattling the Tin for $70m + Why First Quantum’s Stock has Halved

13 Nov 2023

Contributed by Lukas

Plenty to talk about this week with Delta Lithium (DLI) rattling the tin for a big $70m. We dissect the angle that ChrisGina have & what their tru...

NexGen receives local Environmental Approvals while Pantoro is handed a Lifeline

10 Nov 2023

Contributed by Lukas

We had three deep dives to share today, starting with Delta Lithium’s (DLI) exploration results, where we hone in on whether the metallurgy will pre...

WIIILDCAT Rattles the Tin and Sayona’s “Strategic Review” Déjà vu?

09 Nov 2023

Contributed by Lukas

We’re in November, which is in addition to being the month of moustaches, is AGM season. And we’ve got Ally GC in the hotseat to get us excited fo...

Is Activism Brewing at Delta Lithium? New Heights for WA1 & Private Equity Turns to PNG Lime!?

08 Nov 2023

Contributed by Lukas

At Money of Mine, we find a way to make even the “slow news days” jam packed with juicy content. To kick things off, we go deep into the financing...

Is Albemarle Bluffing? Chalice Changes, Quarterly Name & Shame

07 Nov 2023

Contributed by Lukas

We’re back in the rhythm of the daily news and today we discuss whether we buy Albemarle’s public commentary on cooling M&A aspirations. We un...

Why is MinRes Buying AZS to $4? Strickland and Wildcat’s Drillbit Success

06 Nov 2023

Contributed by Lukas

We’re back in Perth and keen to actually talk about the mining news again. We’ve got as fair bit of catching up to do. To start with, Wildcat sto...

When Will the Copper Shortage We All Hear About Happen? With Ben Hooper

03 Nov 2023

Contributed by Lukas

Today we sat down for a chat on all things copper Ben Hooper, of Sandfire, Glencore, BHP & Evolution experience. We chatted through the full chai...