Money of Mine

Daniel Dingo Harangozo of Nero Resource Fund is joins us on the mic as we review the big events of the week just gone.

And there's no bigger news that China’s push toward “anti-involution” and what it means for commodity markets. From there, we cover the latest twists in Regis’ M&A hunt and Vault’s decision to buy back up to 10% of its shares.

In Grade Control, we rank Peabody walking from Anglo’s coal deal, the ongoing drama at ...

With so much unfolding in China across the battery metalsspace, we sat down with YJ Lee at the perfect time.

YJ runs a fund focused on the energy transition and bringsdeep expertise in both metals and battery markets. In this conversation, we dig into China’s policy pivot toward anti-involution and its knock-on effects for lithium and EVs. From there we dive deep into lithium itself – covering the demand and supply outlook, the surg...

We’ve got a new style of show that we’re pumped to share.

The weekly wrap covering all the big stories in detail plus plenty highlights. We’ve got analysis, ratings and hot takes. And we're joined by Sam Berridge, Portfolio Manager of the Perennial Natural Resources Trust.

Today’s show gets into the lithium melt-up, South32’s Mozalheadache, the cracking Hudbay-Mitsubishi deal as well as touching on Greatland, Stausholm’s farewell tou...

We’re thrilled to bring you a candid conversation with ZimiMeka — co-founder and CEO of Ausenco, one of the world’s top mining engineering firms.

From the soaring highs to unbearable lows, Zimi sharesstories of building mines in explosive-laden corners of Laos, hacking through Tanzanian & Zambian jungles, and navigating the temptations of debt and public markets.

Packed with timeless business lessons, investor insights,and a few ...

Today’s episode is an exploration into the story behind one of Australia’s greatest business success stories, Fortescue.

The company has paid over $42B in dividends in its brief history, which began at Andrew Forrest’s kitchen table just 22 years ago. Within a few years it was one of the largest companies in the nation as it smashed through records while creating its foundation at Cloud Break.

We focus in on the first 5 years, looki...

We kick things off with Australia’s bold indication to set arare earth floor price – a page right out of the US playbook – and then dive into the big question: Will the government step in to rescue all our struggling smelters and refiners?

Then, we pick a part the most interesting content fromDiggers & Dealers, including funny takes, companies to watch plus the big themes.

Companies mentioned: PNR, VAU, RMS, EMR, PMT, WTM, SMI, B...

With the quarterly season wrapping up, we pick apart the most interesting updates in the market.

First up: Boss Energy. A leadership shake-up and a cloudedoutlook for Honeymoon saw the share price halve.

Then to Liontown, who’re still grinding to get KathleenValley up and humming.

Next, we unpack Greatland, who were hit by a 24% drop on the back of grade issues and an elevated cost guidance.

And finally, we delve into the retail shareh...

Today’s episode is a conversation on what remains Australia’s most intriguing company, Mineral Resources (aka MinRes).We invite on Moz, who unpacks with us his thesis for investing in the diversified miner after publishing his thesis on Twitter.The detailed discussion goes into the weeds on Mt Marion & Wodgina, the haul road, transhipping and governance to name a few subjects.Moz's Twitter account is @onslowshippingThis int...

We’re delighted to share this passionate and energeticconversation with Steve Beresford and Ahmad Saleem.

With Steve and Ahmad, we dive into the problems they set out to tackle when they launched their timeless podcast, Exploration Radio nearly a decade ago. From there, we explore what they’ve learned about what it really takes to make a mineral discovery, whether this is another area where China is pulling ahead, and what the indus...

Today’s episode is a conversation that completely drew us in— with Canadian resource fund manager Darren McLean.

Darren is a thoughtful and passionate investor, focused onfinding unloved and overlooked stocks. He follows companies from drilling right through to construction and execution, with a particular interest insingle-asset plays.

In this wide-ranging chat, we cover some great stories —from investing in Champion Iron, G...

There’s plenty of alpha to be made — and money to be saved — by learning from a sceptical geologist. So we interviewed one.

Roland Gotthard has built a reputation for calling out poordisclosure practices, guiding investors on what to watch for, and recognising when companies get it right.

In this episode, Roland shares the lessons he’s learned fromyears of scrutinising company reporting and navigating the grey areas of themin...

Recent wild volatility in markets has led us to reflect ongold, so we thought why not chat with the man who’s spent more time than most thinking about the precious metal… Dirk Baur.

Dirk was kind enough to share his wisdom from his decades of observing and analysing gold, as well as a host of other metals.

We learn how gold & gold equities perform in crisistimes, whether silver really is a safe haven, if we should consider PGMs ...

We’re sharing a chat today that we immensely enjoyedrecording.

Luca Giacovazzi and Joel Turco, who lead Andrew Forrest’s private mining business Wyloo, joined us in the studio to have a conversation on a wide range of experiences, ideas and perspectives.

We reflected on the decision to spend ~$1B buying nickel assets, becoming the 60% owner of the Yangibana rare earth project as well as 20% of Neo Performance Materials, taking a big...

We’ve got the pleasure of sharing a conversation with David Sparks — an investor in the natural resources world with experience at some of the world’s biggest hedge funds, including the famed multi-strat firm Millennium, as well as BBT and Exodus Point.

In this episode, we unpack why investing in mining from a pod shop is often a flawed strategy, how these firms came to dominate the market, and what it actually means when a pod “blo...

We went a bit rogue today with a completely different dailyepisode style.

Financial markets, mining and commodities are at a fascinating inflection point, and we wanted to hear what some of the smartest people in markets are thinking. So we called them.

This episode is packed with thoughts and ruminationsfrom Russell “Rusty” Delroy, Dan Porter and Tom Woolrych, who opened up on global macro, hunting for value, coal markets, and a bun...

We mix things up today with a daily show and interview allin one as we’re joined by Hank Ruehl, who is a natural resource investor through the fund he founded, Sierra Morena Capital.

We dive into the latest escalations in the Rack Attack, withKinterra and CAML falling over for New World, before heading up to Sudbury to take a look at Magna Mining, which has consolidated some forgotten mines.

Next, we unpack the highly dramatic fight ...

To kick things off today we pick apart Paladin’s announcement that CEO Ian Purdy will step down and look at what the future could hold for the uranium miner.

We then venture to West Africa where Predictive shared their DFS numbers on the Bankan project, leading us to speculate who will make an approach for the developer.

Rounding off, we discuss the news that Astron & EnergyFuels received regulatory approvals in Victoria of all p...

Nothing gets us excited like a bidding war. The Rack Attackin Arizona ft. New World Resources, Kinterra Capital and CAML is delivering on all fronts, we share the latest here plus explore the rising trend of resource nationalism.

We wonder if Barrick could be doing things differently amidtheir dreadful performance in this gold bull market and cast our eyes over the merit of Reko Diq in particular.

And to round out the episode, we spe...

Hostile M&A is back! Kinterra Capital and CAML are going head-to-head in their quest to take out New World Resources, giving us no shortage of enjoyment.

We also picked up on a chunky financing package for Asante Gold, who has secured ~US$500m+ to make their Ghanaian gold mining dreams a reality. Could there be an opportunity in the recapitalisation?

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TIMESTAMPS

(00:00) Introduction

(01:56) The Rack Attack in Arizona

(19:1...