Money of Mine

Mineral Media

An ex-underground miner, an ex-investment banker, and an ex-equity research guy breaking down the mining news of the day. It's a bit of entertainment, information, and occasionally some alpha.

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Episodes

Value Hunting with Trader Ferg
Yesterday
Value Hunting with Trader Ferg
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 lot of the areas we like to look.We had a blast picking through PGMs, beaten oil services plays, the evolution of the uranium trade, where coal and other energy goes from here, why he’s taken a liking to gold as well as the recent addition of tin to his portfolio. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast. Thank you to our Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au - +61 475 627 569 DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com – 1300AIRWAY K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.com(0:00:00)Introduction(0:03:43)Is nickel an opportunity(0:06:57)Beaten up PGMs(0:12:14)The oil services attraction(0:15:48)PGM supply risk(0:21:11)Being too early(0:23:04)African risk(0:26:13)Entering uranium(0:29:23)When to sell(0:32:24)Index flows(0:34:51)Energy Return on Investment(0:40:02)Namibia Uranium(0:42:38)Boss' director sales(0:46:32)Nexgen's colourful moves(0:49:51)Rare earths - too hard(0:53:39)Met vs thermal coal(0:57:21)China & developing markets(1:02:39)Why gold(1:08:47)Buying physical (1:14:13)Adding tin
Why are these miners so hated?
2d ago
Why are these miners so hated?
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 latest attempts to support its auto-makers by ratcheting up tariffs on Chinese made vehicles, before we picked through who could buy Spartan (SPR) on the back on its run.Big copper producer MMG have been making some fascinating moves in capital markets which drew us in, and to round off we discussed Galena (G1A) and Hastings (HAS) tough journey. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast. Thank you to our Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au - +61 475 627 569 DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com – 1300AIRWAY K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.com Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.Money of Mine on YouTube & Twitter(0:00:00)Introduction(0:01:29)ASX's most hated stocks(0:11:55)EU says NO to Chinese EVs(0:19:27)Why $SPR get taken?(0:36:52)MMG get BUSY(0:43:42)HAS & G1A's long road
When to pick miners (Stephen Wood Interview)
3d ago
When to pick miners (Stephen Wood Interview)
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 across many commodities that we love to chat about, from goldies to iron ore, and uranium to rare earths. He’s got a philosophy on picking miners coming to production in a bullish market which we got a kick out of debating with him.Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast. Thank you to our Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:01:27)Iron ore mirrors lithium(0:21:40)Lynas & MP tie up?(0:29:02)Iluka's funding gap(0:32:57)Will BGL raise cash?(0:39:41)BGL growth(0:41:48)Why hold Deterra?(0:46:48)The Uranium market(1:04:45)Backing Whitehaven
Energy deal rumours heat up
4d ago
Energy deal rumours heat up
We’ve got plenty of stories from around the grounds, starting with 29Metals (29M) finalising their offtake financing, then onto Southern Cross (SXG) & Mawson Gold (MAW.t) tying the knot.MinRes (MIN) seem to have pushed their $200m Red Hill (RHI) payment down the road a touch, while oil & gas M&A rumours are in the air.Bannerman (BMN) knocked out more study numbers while AIC Mines (A1M) hit their FY24 guidance and Spartan (SPR) shared further gold hit. To wrap up, we had some word on the decline regarding BHP’s Nickel West (BHP). Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast. Thank you to our Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au - +61 475 627 569 DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your businesskenny@sstone.com.auCRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectorsdavidh@creinsurance.com.au - +61 2 9493 6100WA Water Bores – WA’s premier water well drilling companyJames@wawaterbores.com.au - +61 429 695 538Brooks Airways – Perth’s leading charter flight operatorsops@brooksairways.com – 1300AIRWAYK-Drill – Safe, reliable, and productive surface RC drillingryan@k-drill.com.auWe use SPARK - Market data for active ASX Traders - https://sparktrader.comBuy Money of Mine MERCHJoin our exclusive Money Miners Facebook GroupMoney of Mine on YouTube(0:00:00)Introduction(0:01:01)29M - tell us the margin!(0:04:43)Southern Cross & Mawson merger(0:11:17)MinRes delay Red Hill payment(0:14:35)O&G deal rumours (0:17:52)More studies from BMN(0:21:44)Guidance hit at A1M(0:23:29)Gold hits at Spartan(0:24:36)BHP Word on the Decline
Beers and Mining Smack Talk with 4 GCs
5d ago
Beers and Mining Smack Talk with 4 GCs
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 sharing the Director’s Special newsletter.Chatting with these Money Miners, we ventured from exciting small caps to M&A at the big end of town, from valuing gold in the ground to resource nationalism and plenty in between.It was a privilege to sit down & have this cracking conversation.  All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast. Thank you to our Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storageMatt.hall@getwetsolutions.com.au - +61 475 627 569DSI Underground – Ground support gurushttps://www.dsiunderground.com/contactSilverstone – Energy solutions for your businesskenny@sstone.com.auCRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectorsdavidh@creinsurance.com.au - +61 2 9493 6100WA Water Bores – WA’s premier water well drilling companyJames@wawaterbores.com.au - +61 429 695 538Brooks Airways – Perth’s leading charter flight operatorsops@brooksairways.com – 1300AIRWAYK-Drill – Safe, reliable, and productive surface RC drillingryan@k-drill.com.auWe use SPARK - Market data for active ASX Traders - https://sparktrader.comBuy Money of Mine MERCHJoin our exclusive Money Miners Facebook Group Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)UGCs on MoM(0:05:10)Koala's final words on Anglo/BHP(0:18:49)Optimality(0:26:24)Processing balls ups(0:38:03)KRM(0:43:56)First Quantum(0:54:59)Koala's picks(1:01:30)Bryce vs Trav on blockchain(1:17:35)Nexgen
Spec Stocks Spectacular with Ahmad Saleem
Jun 7 2024
Spec Stocks Spectacular with Ahmad Saleem
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 regions, companies and commodity all across the world.First up we went to the Cobar to pick through the exploration hopeful, including AGC, PEX and TLM and more. Then, it was over to Africa, first in the Copper-belt looking at PSC and onto WIA and their Namibian gold ambitions. Lastly, closer to home, we ventured to the West Arunta to look at WA1, ENR, CGR and RCR. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast. Thank you to our Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au - +61 475 627 569 DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com – 1300AIRWAY K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.com Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group(0:00:00)Ahmad Saleem - Geological whiz(0:03:17)What's cooking in the Cobar(0:26:10)Is Zambia the next copper hot-spot?(0:46:50)Have WIA got what it takes?(0:56:14)The beautiful West Arunta
Ellison pulls a lever… who benefits?
Jun 6 2024
Ellison pulls a lever… who benefits?
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 the rewards for the new road.Matty got us up-to-date on all the big rumblings in the uranium world, then we chatted through the life and recent struggles of Sheffield Resources (SFX).Novelis ditched their BIG IPO plans which had us raising an eyebrow and lastly we chatted about the bad habit of deals continuously leaking on the ASX. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast. Thank you to our Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au - +61 475 627 569 DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com – 1300AIRWAY K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.com Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group (0:00:00)Introduction(0:01:36)MINs bring the cash (0:04:51)The Onslow iron ore hopefuls(0:17:48)What's going on in uranium(0:31:59)Sheffield start stumbling (0:39:39)Novelis ditch IPO plans(0:44:04)Leaky deals on the ASX
What stocks are flying under the radar?
Jun 4 2024
What stocks are flying under the radar?
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 through it by commodity, chatting our way through energy (including uranium), gold, lithium, iron ore, mineral sands, rare earths, copper and met coal.Too many companies to mention came up! Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast. Thank you to our Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au - +61 475 627 569 DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100WA Water Bores – WA’s premier water well drilling companyJames@wawaterbores.com.au - +61 429 695 538Brooks Airways – Perth’s leading charter flight operatorsops@brooksairways.com – 1300AIRWAYK-Drill – Safe, reliable, and productive surface RC drillingryan@k-drill.com.auWe use SPARK - Market data for active ASX Traders - https://sparktrader.comBuy Money of Mine MERCHJoin our exclusive Money Miners Facebook Group Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:03:10)Energy(0:17:51)Gold(0:30:52)Lithium(0:36:16)Iron ore(0:41:58)Rare earths(0:49:54)Mineral sands(0:51:24)Copper(1:00:19)Develop Global (0:10:14)Greatland Gold (1:18:56)Anglo met coal(1:23:23)Gina's influence
2 Fundies’ views on Uranium, Debt Funding and Management Premiums
Jun 3 2024
2 Fundies’ views on Uranium, Debt Funding and Management Premiums
On our voyage to Sydney, we sat down with Darko Kuzmanovic (Janus Henderson) and Matt Fist (Firetrail), alongside Livewire’s James Marley, to pick the brains of these resource investors.This video is part 2 of the interview, with part 1 posted on Livewire’s channel last Friday (link below).While part 1 covered resource investing fundamentals, lithium (IGO, PMT, PLS) and copper, part 2 dives further into copper, gold, some fascinating views on debt vs equity funding projects, management premiums and the uranium trade. Link to Part 1: https://www.youtube.com/watch?v=3UgQPOGODPc&t=680sSign-up for the Director’s SpecialAll information in this podcast is for education and entertainment purposes only and is of general nature only.The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.Thank you to our Partners:VRIFY – Communicate in 3Dgrant@vrify.comGetWet Solutions – Innovative bladder tanks for mobile water storageMatt.hall@getwetsolutions.com.au - +61 475 627 569DSI Underground – Ground support gurushttps://www.dsiunderground.com/contactSilverstone – Energy solutions for your businesskenny@sstone.com.auCRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectorsdavidh@creinsurance.com.au - +61 2 9493 6100WA Water Bores – WA’s premier water well drilling companyJames@wawaterbores.com.au - +61 429 695 538Brooks Airways – Perth’s leading charter flight operatorsops@brooksairways.com – 1300AIRWAYK-Drill – Safe, reliable, and productive surface RC drillingryan@k-drill.com.auWe use SPARK - Market data for active ASX Traders - https://sparktrader.comJoin our exclusive Money Miners Facebook Group (0:00:00)Introduction(0:02:06)Friedland & Ivanhoe (0:06:16)Darko & Fisty's investment strategies (0:08:58)Small cap investing(0:14:46)Spartan's growth story(0:17:12)Debt vs equity funding(0:23:09)The outlook for Genesis(0:26:21)Management premiums (0:27:18)Uranium thematic (0:32:49)What are NexGen doing?
Dispelling Clean Energy & Gold Myths (Roscoe Widdup)
May 31 2024
Dispelling Clean Energy & Gold Myths (Roscoe Widdup)
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 well as a Gold Fund, which formed the foundational of all the different themes and companies discussed. Roscoe shared what he looks for in companies, what the last 5 years has been like in the volatile space, why gold bullion is the best perform asset of the past years and a heap more. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.Thank you to our Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au - +61 475 627 569 DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au - +61 429 695 538 Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com – 1300AIRWAY K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.com(0:00:00)Intro(0:02:17)Roscoe Widdup(0:02:44)Clean energy myths(0:05:08)Understanding the macro(0:09:15)Multiple compression(0:12:53)Cost of capital importance(0:16:01)Finding standout businesses(0:17:57)The solar opportunity(0:21:38)BIG US tariffs(0:25:17)EV industry consolidation(0:31:00)The hybrid threat(0:32:13)Nuclear & uranium (0:34:00)MP Materials vs Lynas(0:36:32)Contrarian on copper(0:40:48)The Gold Fund (0:47:15)ASX goldies vs overseas players(0:50:12)Central Bank gold buying (0:54:10)Real rates & the gold price move(1:05:16)Gold stocks vs bullion
Murchison Mayhem: Have Ramelius shown their hand?
May 30 2024
Murchison Mayhem: Have Ramelius shown their hand?
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 (RMS), not to mention Karora, Ora (OAU), Great Boulder (GBR), Meeka (MEK), Monument (TSX-listed) and Rumble (RTR).Then we jump into the break-up of BHP and Anglo and what the fall means, plus the theory that this was the plan all along.Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast. Thank you to our Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.comK-Drill – Safe, reliable, and productive surface RC drillingryan@k-drill.com.auWe use SPARK - Market data for active ASX Traders - https://sparktrader.comBuy Money of Mine MERCHJoin our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:01:11)Have Ramelius shown their hand?(0:30:19)Westgold does a deal with Ora(0:34:23)What about GBR, MEK, RTR, MMY.v?(0:46:35)Was it always BHP's plan to walk from Anglo?
BHP’s Approach was Amateurish says Investment Banker Tshepo Magagane
May 29 2024
BHP’s Approach was Amateurish says Investment Banker Tshepo Magagane
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 banker, with extensive experience on African mining transactions and investments. He’s been posting some unique thoughts regarding the ongoing negotiations, with punchy views, that we’re excited to tap into and share. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast. Thank you to our Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.comChapters:(0:01:06)Tshepo on Money of Mine(0:01:56)£50/share is needed(0:06:40)BHP have been naïve(0:08:05)Important & overlooked details(0:09:30)Excon - overlook it at your peril (0:12:40)There will NOT be roll-over relief(0:14:10)How this deal has evolved(0:16:50)Synergies are a thumb suck(0:17:45)Anglo's "go-it-alone" strategy(0:24:05)Has it all been a show by BHP?(0:27:35)China's next 10 years in Africa(0:29:05)Can Anglo execute(0:32:03)Iron Ore allowed for many mistakes(0:34:35)What's Glencore's angle?(0:37:15)The bankers running Anglo's defence(0:42:10)Tshepo's prediction
Uranium CEO Sells Over 80% of his Shares
May 28 2024
Uranium CEO Sells Over 80% of his Shares
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 substantial amounts of their stock, before jumping into the BHP-Anglo deal as the deadline looms. We wrapped up with further thoughts on Firefinch as the company gave a market update following their walking away from the Morila gold mine.  Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast. Thank you to our Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.com Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:01:42)Boss Enbergy directors rinse $25m of stock(0:25:22)BHP-Anglo deadline looms(0:35:46)Firefinch backtrack on yesterdays words
Another “fully funded” capital raise?
May 27 2024
Another “fully funded” capital raise?
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 being “fully funded”.Next, we went over to PNG to check in on St Barbara, after a disappointing Simberi update, then we picked through the Metals Acquisition Corp and Polymetals deal.Lastly, we couldn’t help but discuss the news that the perennial disappoint Firefinch are being sued by EGTF over failed payments.Sign-up for the Director’s SpecialAll information in this podcast is for education and entertainment purposes only and is of general nature only.The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast. Thank you to our Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.com Buy Money of Mine MERCH Join our exclusive Money Miners Facebook GroupMoney of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:01:27)Adriatic raising capital again!(0:16:25)Just when things were turning at St Barbs(0:22:14)MAC + POL sign a tidy deal(0:30:03)Firefinch are in the bad books… again
The Red Flag to Look for at Miners (Sean Russo Interview)
May 24 2024
The Red Flag to Look for at Miners (Sean Russo Interview)
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 knowledge on how gold miners get their operations going (from a financial perspective), the history of how companies have got in & avoided financial trouble and what he’s seeing right now at certain miners that is a cause for concern. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast. Thank you to our Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.(0:00:00) Introduction(0:01:53) Sean Russo back for a hedging spectacular(0:08:37) Do costs fall as the gold price falls?(0:11:37) Fuel hedging(0:13:02) Capricorn's hedging(0:15:31) Saracen vs Regis in 2000's(0:19:52) Unhedged vs hedged gold miners(0:29:27) Ramelius vs Westgold(0:34:41) Approach for undeveloped projects(0:44:20) Raising equity vs debt(0:50:37) Put options vs hedging(1:08:57) What could cause a gold price fall?
Our intern investigates the $5 Billion mine that won’t work (it’s Woodsmith)
May 23 2024
Our intern investigates the $5 Billion mine that won’t work (it’s Woodsmith)
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. If you haven’t heard of it, we don’t blame you. This is a giant mining project currently under construction in the UK and it has been a giant plague within Anglo American’s portfolio.Hobbsy unpacks the colourful history of the project and evaluates its prospects here in 2024. Spoiler, we aren’t awfully positive on its outlook despite US$5 billion being sunk to date.Sign-up for the Director’s SpecialAll information in this podcast is for education and entertainment purposes only and is of general nature only.The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.Thank you to our Partners:VRIFY – Communicate in 3Dgrant@vrify.comGetWet Solutions – Innovative bladder tanks for mobile water storageMatt.hall@getwetsolutions.com.auDSI Underground – Ground support gurushttps://www.dsiunderground.com/contactSilverstone – Energy solutions for your businesskenny@sstone.com.auCRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectorsdavidh@creinsurance.com.au WA Water Bores – WA’s premier water well drilling companyJames@wawaterbores.com.auBrooks Airways – Perth’s leading charter flight operatorsops@brooksairways.comK-Drill – Safe, reliable, and productive surface RC drillingryan@k-drill.com.auBuy Money of Mine MERCHJoin our exclusive Money Miners Facebook Group Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:01:19)Why this project is of interest(0:02:53)The beginnings of Woodsmith: Sirius Minerals(0:09:42)Funding disaster(0:14:52)What the heck is Polyhalite?(0:23:50)Novel engineering approach(0:31:20)Sandstone dilemma(0:44:46)What Anglo American thinks now(0:47:38)When could first production happen?
The metals bull market (DK Interview)
May 21 2024
The metals bull market (DK Interview)
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 new bull market in gold (and why miner’s valuations are still cheap)-          The role of quants and central banks in this bull market-          Copper: Physical premiums and why copper theft is a good proxy for scrap supply-          What actually causes mining capex blowouts -          The tricks of the silver mining trade Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast. Thank you to our Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.auWe use SPARK - Market data for active ASX Traders - https://sparktrader.com Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.(0:00:00)DK back on MoM(0:02:37)Gold bull market - stocks to follow?(0:17:51)The role of quants, ETFs and central banks in gold(0:21:54)Copper: physcial premiums(0:26:23)The tricks of the silver trade (0:42:45)What actually causes mi
The low-down on USA’s Russian Uranium Ban
May 20 2024
The low-down on USA’s Russian Uranium Ban
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 AlphaHPA (A4N), who had a huge day announcing their DFS, FID and financing, before we picked over Patriot Battery Metals (PMT) capital raise.Lastly, we got the run down on Metals X’s (MLX) AGM.Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast. Thank you to our Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.com Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:01:26)What does the US Russian uranium ban mean?(0:16:13)Why is AlphaHPA a fascinating company(0:37:13)Patriot Battery Metals rattle the tin(0:40:19)The lowdown on Metals X's AGM
Can we overcome our China reliance? (Todd Warren Interview)
May 17 2024
Can we overcome our China reliance? (Todd Warren Interview)
We had the great opportunity to sit down with Todd Warren, investor and partner at Tribeca Investment Partners.Our conversation was super wide ranging, covering topics such as changes in the decarbonisation thematic, demand for hybrid vehicles, resource nationalism, the volatile nickel market, the big BHP - Anglo deal, the case for uranium, the Energy Fuels - Base Resources deal, the lithium market and lots more.Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast. Thank you to our Partners: VRIFY – Communicate in 3D grant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storage Matt.hall@getwetsolutions.com.au DSI Underground – Ground support gurus https://www.dsiunderground.com/contact Silverstone – Energy solutions for your business kenny@sstone.com.au CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au WA Water Bores – WA’s premier water well drilling company James@wawaterbores.com.au Brooks Airways – Perth’s leading charter flight operators ops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au We use SPARK - Market data for active ASX Traders - https://sparktrader.com Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:01:18)Changes to decarb since 2021(0:02:44)Demand for hybrids(0:07:27)Nationalism of industries(0:12:11)Rise of ASEAN nations(0:13:14)Nickel
BHP-Anglo – the time is now
May 16 2024
BHP-Anglo – the time is now
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 chat. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.Thank you to our Partners: VRIFY – Communicate in 3Dgrant@vrify.comGetWet Solutions – Innovative bladder tanks for mobile water storageMatt.hall@getwetsolutions.com.auDSI Underground – Ground support gurushttps://www.dsiunderground.com/contactSilverstone – Energy solutions for your businesskenny@sstone.com.auCRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectorsdavidh@creinsurance.com.au WA Water Bores – WA’s premier water well drilling companyJames@wawaterbores.com.auBrooks Airways – Perth’s leading charter flight operatorsops@brooksairways.comK-Drill – Exploration drilling guru'sryan@k-drill.com.auWe use SPARK - Market data for active ASX Traders - https://sparktrader.comBuy Money of Mine MERCHJoin our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:00:54)Setting the scene: BHP-Anglo(0:03:41)What's happened lately(0:08:56)Anglo's go-it-alone strategy(0:27:19)The BHP retaliation(0:36:10)What happens from here(0:45:15)Patriot & Albemarle terminate MoU