Money of Mine

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 Anglo’s strategy, sharing our thoughts go what’s being kept and what’s going, before diving into BHP’s retaliation, and lastly, where does it go from here.

The termination of Patriot Battery Metals (PMT) and Albemarle (ALB.nyse) MoU to go downstream was also worthy of a c...

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 Lane, and we cover plenty, including the takeover of Azure (AZS)/Gina/SQM, Tietto (TIE), Sierra Rutile (SRX), offshore oil play FAR, Base (BSE) and Energy Fuels (UUUU.ny), Red 5 & Silver Lake (SLR), cotton target Namoi (NAM), , and more.

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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 share our thoughts on the bizarre decision for NexGen (NXG) to sign a con note to go and buy physical uranium, then it’s off to Africa for the latest at AVZ Minerals (AVZ), Leo Lithium (LLL) and Firefinch (FFX).

Our penultimate story is on the prospect that Gold Road (GO...

Our guest today is Gabriel Radzyminski, founder of activist hedge fund Sandon Capital.

Gabriel outlined the state of activist investing in Australia and why he started the fund, how he picks opportunities, his recently announced campaign at Karoon Energy, his history with Iluka and much more. 

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Chapters:
(0:00:00)Introduction
(0:01:05)Why start an activist fund
(0:03:57)Warren Buffet...

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 be felt. We discussed how and why JORC is changing, how things differ from overseas to Australia, the tricks to look out for in reporting and plenty more.

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All information in this podcast is for education and entertainment purposes only...

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 South African operations are, how a rapid adoption of hybrid vehicles will impact and market what role recycling will play going forward.

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All information in this podcast is for education and entertainment purposes only and is of general natur...

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 the lay of the land on the tin bull thesis, how demand and supply and playing into current price movements, why there’s a distinct difference between metal and concentrate pricing, how Indonesia and Myanmar impact the market and heaps more.

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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 industry should abide by to help lift the sector out of its malaise. The post naturally clicked for us and was worthy of expanding on in greater detail.

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All information in this podcast is for education and entertainment purposes only and...

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 with Tony Gu of Datt Catipal, following the recent events at Groote Eylandt. 

We then chat about the bit for Lithium Energy’s Solaroz, Northern Star’s Jundee performance, news out of Austral and a check-in on Wesfarmers Covalent Lithium.

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We spoke about IGO’s numbers, Sandfire’s hiccup, Azure’s FIRB approval, activism at Karoon, Ravensthorpe shutting down, Tietto’s board changing their mind, MAC’s CSA opaque reporting, Cyprium trying to turn around Nifty and Aeris’ copper torque.

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All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mi...

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 Fumble in the Jungle (SRX), and onto Boss Energy’s (BOE) opaque management departures and lastly, Ardea (ARL) who pulled in a big cheque to run a DFS for their Kalgoorlie Nickel Project.

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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 blowout at Kalgoorlie, Metals X’s (MLX) disappointing quarter of production and Equinox (EQX.nyse) scooping up the other 40%-stake in the big Greenstone mine.  

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All information in this podcast is for education and entertainment ...

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 that we love chatting about, and we had a great time talking about uranium, tin, copper, gold, silver, the metals & mining sector broadly and a whole host of companies and projects that fall into these categories. 

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

JD sat down with the pair to hear how the LIC manager is seeing the current macro landscape, in particular in the US and China, to learn why Geoff has decided to dust off the old Twitter account, and to hear about WAM’s view on how activism will influence the Aussie funds...

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) who had a bumper quarter and onto Base Resources (BSE) who copped a huge takeover premium from American-listed Energy Fuels (UUUU.nyse).

We then ventured to Bosnia to talk about Adriatic’s (ADT’s) decision to go owner-operator, followed by 29Metals (29M) who got offtake fin...

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-level discussion around everything Uranium, from the mining all the way to enrichment and power generation. Mike holds a firm view that the world will be in a considerable Uranium structural supply deficit for many years to come.

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Al...

Today we did a tour around through the gold producers who reported quarterlies, including Bellevue (BGL), Genesis (GMD), Catalyst (CYL) and Tietto (TIE), then onto Spartan (SPR) who’re doing a big $80m raising.

AIC Mines’ (A1M) quarterly got a segment before we had a good chat about Gina Rinehart’s recent action in rare earth’s, and what that could mean for Lynas (LYC) and MP Materials, before rounding off on another Gina ...

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). 

Next, we discussed the latest in Gold Road’s potential Greenstone interest, then Pantoro’s quarterly result, Hawsons Iron financing ambitions, a call out to AlphaHPN holders and a chat about what we’re looking for this quarterly season. 

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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 of gold, Predictive Discovery (PDI) releasing their Bankan PFS.

The US & UK’s decision to ban Russian products, including metals, has big ramifications which we spoke about, as well as Rio Tinto’s (RIO) rehab blowout at Argyle, Zhaojin & Emerald (EMR) going best & ...