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 actua...

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.&nbsp...

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 ed...

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 ...

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. Sign-up for the Director’s Special All information in this podcast is for education and entertainment...

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 (GOR) will sell itself, before wrapping up on the news Austral (AR1) has ended its pe...

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. Sign-up for the Director’s Special Chapters:(0:00:00)Introduction(0:01:05)Why start an activist fund(0:03:57)Warren Buffett - the original activist (0:06:48)Are big investors moving away fr...

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.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 ...

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.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 pro...

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.Sign-up for the Director’s SpecialAll information in this podcast is for education and entertainment purposes ...

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.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 pro...

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.Sign-up for the Director’s SpecialAll information in this podcast is for education and entertainment purpose...

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.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 o...

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.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 ...

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. 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 fi...

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. Sign-up for the Director’s SpecialAll Money of Mine episodes are for informational purposes only and may contain forward-looki...

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 management sector, what various commodities will do from here and a cha...

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 financing and provided an insurance update, Boss Energy (BOE) who finally a...

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.Sign-up for the Director’s SpecialAll Money of Mine episodes are for informational purposes only and may contain forwa...

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 story, the Hanrine and Titan Minerals (TTM) farm-in agreement. Sign...

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.  Sign-up for the Director’s Special All Money of Mine episodes are for informational purposes only and...

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 & final at Tietto (TIE) & Bullseye respectively, another twist at...

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 recoveries are a function of grade, the tricks company’s do to make projects look good, how you should view initial met results, plus the basics on all the main commodities as well as an over & under-rated round. Sign-up for the Director’s Special All Money of Mine episodes are for informational purposes only and may contain forward-looking...

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, silver, manganese, zinc, copper & nickel, before going very deep into the fascinating set-up in PGMs and tin. Next, we spoke about Northern Star’s somewhat disappointing quarter, before chatting about a change in the exploration industry, and rounding off with news out of EQ Resources and Berkeley Energia.  Sign-up for the Director’s...