Afleveringen
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Today’s show covered it all, from a deep dive into WA gold to what it takes to turn a company into an institutional-grade powerhouse.
From the Genesis deal to snap up Focus Minerals’ Laverton project, to the growth plans, we picked it apart.
Plus, what’s brewing at Sunrise Dam, Regis Resources, and Magnetic Resources?
And where does a potential Genesis-Vault merger fit into the picture?
……………
TIMESTAMPS
(00:00) Introduction
(00:41) Unpacking Genesis' Deal
(03:50) “4Moz” – Should we be Sceptical?
(08:41) An Unsubstantiated Rumour
(13:54) When will Magnetic get bought?
(17:08) Is Sunrise Dam for sale?
(21:39) Will the tie-up with Vault happen next?
(25:35) What's next for Regis?
(26:59) Focus Minerals – Undervalued?
(29:48) The Art of Genesis' Institutional Appeal
……………
Join 12k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining
……………
PARTNERS
Thank you to the mining services businesses that make this content possible:
Mineral Mining Services – Your preferred mining contractor - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
CRE Insurance – Insurance Brokers for the construction, resources and energy sectors | [email protected] +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling | Ryan O'Sullivan: [email protected] +61 427 783 190
KCA Site Services – Workforce and equipment solutions for mining and civil projects | [email protected] 1300 143 947
Black Diamond Drilling Services – Drilling consumables supplier for the mining industry [email protected] +61 450 944 489
Cross Boundary Energy – Independent power producer for the global mining industry | [email protected] +61 466 184 943
……………
FOLLOW & CONNECT
• YouTube: @MoneyofMine
• Twitter / X: @moneyofminepod
• LinkedIn | Instagram | Facebook
• Travis Ricciardo: @TRAVmoneyofmine
• Jonas Dorling: @JDmoneyofmine
• Email us Word on the Decline: [email protected]
……………
JOIN THE GROUP CHAT
• Step 1: Join the Money Miners Facebook Group
• Step 2: Request access to the HOOTEROO chat
……………
DISCLAIMER
All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer.
-
This week, we hit the Fin’s Mining Summit and rubbedshoulders with the who’s who of Australia’s mining elite.
We decide to break down the big themes everyone’s debating — who’s really top dog in iron ore, which miners should do a copper deal, how to make Australia #1 in mining as well as plenty of cracking one-liners.
Plus, Adriatic Metals lit up the market after revealing talkswith Dundee Precious, so naturally, we ripped into who likely leaked it, why, and what will come next.
……………
TIMESTAMPS
(00:00) Introduction
(00:52) Hot Takes from the Mining Summit
(04:49) BHP vs FMG showdown
(06:32) John Welborn Jokes and g eopolitical risk
(10:47) Why the room stops when Jake Klein talks
(12:40) The case for M&A
(16:09) Are copper plays cheap?
(19:49) Lynas crack China with first heavy RE production
(22:14) How to make Australia #1
(28:31) Adriatic and Dundee Precious Metals deal talk
……………
Join 12k+ subscribers to the Director’s Special:one daily email with all the news that matters in mining
……………
PARTNERS
Thank you to the mining services businesses that make thiscontent possible:
Mineral Mining Services – Your preferred mining contractor - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: [email protected]
Sandvik Ground Support – The only ground supportyou’ll ever need
CRE Insurance – Insurance Brokers for the construction, resources and energy sectors | [email protected] +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling | Ryan O'Sullivan: [email protected] +61 427 783 190
KCA Site Services – Workforce and equipment solutions for mining and civil projects | [email protected] 1300 143 947
Black Diamond Drilling Services – Drilling consumables supplier for the mining industry [email protected] +61 450 944 489
Cross Boundary Energy – Independent power producer for the global mining industry | [email protected] +61 466 184 943
……………
FOLLOW & CONNECT
• YouTube: @MoneyofMine
• Twitter / X: @moneyofminepod
• LinkedIn | Instagram | Facebook
• Travis Ricciardo: @TRAVmoneyofmine
• Jonas Dorling: @JDmoneyofmine
• Email us Word on the Decline: [email protected]
……………
JOIN THE GROUP CHAT
• Step 1: Join the Money Miners Facebook Group
• Step 2: Request access to the HOOTEROO chat
……………
DISCLAIMER
All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer.
-
Zijn er afleveringen die ontbreken?
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Xanadu finally received a cash bid, but it came from anunexpected bidder. We’re hooked and naturally, we explore the likelihood of a bidding war should Zijin feel the pressure to bid now.
The most publicised sale process at the moment has to beRavenswood Gold. Amazingly, there’s only two bidders left. One of which is Regis, and we tell you why we don’t really think Regis will buy it.
Plus, we kick off by sharing some feedback from the Money Miners we’ve received over the last two days.
……………
TIMESTAMPS
(00:00) Introduction and Feedback from the Money Miners
(04:01) Xanadu to spark a Bidding War?
(16:12) Ravenswood Gold Mine Sale Dynamics
……………
Join 12k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining
……………
PARTNERS
Thank you to the mining services businesses that make thiscontent possible:
Mineral Mining Services – Your preferred mining contractor - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
CRE Insurance – Insurance Brokers for the construction, resources and energy sectors | [email protected] +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling | Ryan O'Sullivan: [email protected] +61 427 783 190
KCA Site Services – Workforce and equipment solutions for mining and civil projects | [email protected] 1300 143 947
Black Diamond Drilling Services – Drilling consumables supplier for the mining industry [email protected] +61 450 944 489
Cross Boundary Energy – Independent power producer for the global mining industry | [email protected] +61 466 184 943
……………
FOLLOW & CONNECT
• YouTube: @MoneyofMine
• Twitter / X: @moneyofminepod
• LinkedIn | Instagram | Facebook
• Travis Ricciardo: @TRAVmoneyofmine
• Jonas Dorling: @JDmoneyofmine
• Email us Word on the Decline: [email protected]
……………
JOIN THE GROUP CHAT
• Step 1: Join the Money Miners Facebook Group
• Step 2: Request access to the HOOTEROO chat
……………
DISCLAIMER
All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer.
-
Commodity trader Bentley Attebery and China macro analyst Rogan Quinn join us for a unique conversation. The pair delve into the current dynamics of commodity markets, particularly focusing on China's economic activities and their impacts on metals, property, and renewable markets.
They explore China's cyclical stabilisation, the state of the real estate market, US tariffs' effects on global trade, as well as niche metals and newer commodities.
This interview was recorded on 13 May 2025.
Timestamps
(00:00) Introduction
(01:54) China's Economic Landscape
(04:39) Real Estate Market Insights
(11:31) Steel and Iron Ore Market Analysis
(16:22) West African Mining Developments
(29:40) Electrification and Renewable Energy in China
(41:16) Market Dynamics and Lithium Prices
(41:44) Battery Energy Storage in North America
(43:17) China's Shift in Battery Chemistry
(44:14) Challenges in Lithium Trading
(47:28) Sodium vs. Lithium Batteries
(51:51) Direct Lithium Extraction (DLE)
(53:27) Lithium Sulfate Monohydrate
(55:33) Tantalum and Niobium Markets
(01:01:24) Tin Market and Supply Disruptions
(01:08:38) Copper Market and Tariff Impacts
(01:17:46) Global Trade and Economic Implications
Join 12k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining
Partners
Thank you to the mining services businesses that make this content possible:
Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: [email protected] Sandvik Ground Support – The only ground support you’ll ever need CRE Insurance – Insurance Brokers for the construction, resources and energy sectors | [email protected] +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling | Ryan O'Sullivan: [email protected] +61 427 783 190 KCA Site Services – Workforce and equipment solutions for mining and civil projects | [email protected] 1300 143 947 Black Diamond Drilling Services – Drilling consumables supplier for the mining industry [email protected] +61 450 944 489 Cross Boundary Energy – Independent power producer for the global mining industry | [email protected] +61 466 184 943Follow and connect with us
• YouTube: @MoneyofMine
• Twitter / X: @moneyofminepod
• LinkedIn | Instagram | Facebook
• Travis Ricciardo: @TRAVmoneyofmine
• Jonas Dorling: @JDmoneyofmine
• Email us Word on the Decline: [email protected]
Join the group chat
• Step 1: Join the Money Miners Facebook Group
• Step 2: Request access to the HOOTEROO chat
Disclaimer
All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer.
-
In today’s episode, we invited on Dave Franklyn of Argonaut Funds Management.
We thoroughly enjoyed this conversation, which traversed many topics, including how to make sense of the macro environment, why Dave never compromises on stock quality, how he positions in times of uncertainty, the lessons he’s learnt along his investment journey and his thoughts on a host of individual stocks.
We hope you enjoy the chat.
Chapters:
(0:00:00) Introduction
(0:00:44) Dave Franklyn back on MoM
(0:01:25) The Trade War
(0:03:32) China's catch-22
(0:05:15) Australia precarious position
(0:08:00) Why gold
(0:09:34) Are tariff's paused… or gone
(0:11:20) Safety in cash
(0:16:10) Don't compromise on quality
(0:21:18) Jurisdictional risk
(0:24:35) Why NexGen
(0:26:43) Canada moving in a better direction?
(0:28:30) Greatland - Still cheap?
(0:33:20) What's going to happen to Bellevue
(0:36:20) The sweet spot for MAC
(0:38:25) Develop Mining Services
(0:40:01) Lessons on the Lassonde Curve
(0:45:05) Why no Sandfire?
(0:49:15) Value in rare earths
(0:51:26) Biggest mistake
(0:52:26) Best callSign-up for the Director’s Special
Please read our Privacy Policy and Disclaimer here
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
Non-members enter code MOMNM at checkout for $160 off your registration.
Brisbane, 20 - 22 May, 2025Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance
[email protected] – 1300 143 947
Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries
[email protected] - +61 450 944 489
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
Join our exclusive Money Miners Facebook Group
-
It’s been a big week at Money of Mine, so we start today’s show with an open yarn about it.
To get back into the swing and talk about what we’re fascinated by, we dove in a big story.
Why Liontown has run so hard and what the futures holds for them.
And we decided to include an open discussion we had after ripping the episode.
Sign-up for the Director’s Special
Chapters:
(00:00) Changes at Money of Mine
(09:24) What health is Liontown in
(15:13) The balance sheet.
(25:50) Why has LTR run so hard?
(33:12) Post-episode open conversation
Please read our Privacy Policy and Disclaimer here
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
Non-members enter code MOMNM at checkout for $160 off your registration.
Brisbane, 20 - 22 May, 2025Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia-wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance
[email protected] – 1300 143 947
Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries
[email protected] - +61 450 944 489
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.
Money of Mine on YouTube, Twitter, LinkedIn & Instagram
-
Will Thomson of Massif Capital has a unique way of thinking about opportunities so we were thrilled to cover topics including tin and the DRC, copper and Zambia, USA’s growing understanding of mineral importance, gold miners in the Americas and some fascinating thoughts on the investment business.
Follow Will on Twitter @wmthomson22
Sign-up for the Director’s Special
Chapters:
(00:00:00) Introduction: Will Thompson
(00:02:30) Macro View: Resources vs. Mag 7
(00:08:00) Navigating Market Uncertainty
(00:11:00) Alphamin & DRC (AFM.V)
(00:21:00) Zambia's Copper Potential & Midnight Sun Play
(00:28:00) Gold Strategy: Equinox & Scale Debate
(00:35:00) Gold: G Mining & Guyana
(00:38:00) Portfolio Construction
(00:42:00) Idea Generation & The Multistrat Model
Please read our Privacy Policy and Disclaimer here
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance
[email protected] – 1300 143 947
Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries
[email protected] - +61 450 944 489
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
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
-
Fund manager, David Finch of Ixios Asset Management kindly joined us to explore the full spectrum of mining equites. We largely discuss the state of gold miners who will be flush with cash at current gold prices. The question on David’s mind: which ones will allocate that cash best?
Plus we explore the more ‘out of favour’ commodities on David’s mind.
Sign-up for the Director’s Special
Chapters:
(0:00) Preview
(0:17) David Finch joins, state of gold miners today
(5:50) Exemplary Capital Management (AEM)
(8:10) Growth M&A vs. Per-Share Value
(13:35) China's Strategic Gold Accumulation
(16:00) Portfolio Strategy: Quality vs. Leverage
(20:00) Australia vs. Canada
(29:40) Transition Metals: Copper Outlook
(48:30) Contrarian Views & Copper Stock Value
--
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
Non-members enter code MOMNM at checkout for $160 off your registration.
Brisbane, 20 - 22 May, 2025Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance
[email protected] – 1300 143 947
Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries
[email protected] - +61 450 944 489
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
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
-
Today’s show is a fantastic chat with fund manager Rick Squire.
We covered a heap of ground, from the possibility of a rare earths rebound, to where there’s value in the gold sector, as well as prioritising companies of scale, potential natural resources M&A and who’ll benefit from a lithium run up.
Enjoy the yarn!
Sign-up for the Director’s Special
Please read our Privacy Policy and Disclaimer here
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
Non-members enter code MOMNM at checkout for $160 off your registration.
Brisbane, 20 - 22 May, 2025Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance
[email protected] – 1300 143 947
Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries
[email protected] - +61 450 944 489
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
Money of Mine on YouTube, Twitter, LinkedIn
(0:00:00)Intro
(0:01:53)Rare Earths
(0:07:23)Petratherm
(0:12:08)Brazilian clay rare earths
(0:15:40)Gold excitement
(0:18:58)Meeka Metals
(0:25:04)Mid cap golds converting the gold price
(0:33:15)Pantoro
(0:36:15)Bellevue
(0:41:12)Gold Road
(0:44:50)Alto and Brighstar
(0:52:10)AIC Mines
(0:55:35)Undeveloped gold opportunities
(0:58:23)Patriot and potential lithium deals -
A quick wrap up for the week as we rapid fire run through the five most interesting deals of the week.
Plus we can't let the late quarterly reporters get away without our signature Name and Shame segment.
Sign-up for the Director’s Special daily email.
Chapters:
(0:00) Introduction
(2:13) The top 5 deals of the week
(11:16) Name and Shame ASX Late Reporters
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
Non-members enter code MOMNM at checkout for $160 off your registration.
Brisbane, 20 - 22 May, 2025Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance
[email protected] – 1300 143 947
Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries
[email protected] - +61 450 944 489
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
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
-
In today’s show we had the pleasure of chatting with junior mining specialist John Forwood.
John is a wealth of knowledge when it comes to the explorers, so we picked his brain on interesting commodities, where pockets of value are, what he think deserves more attention and how he think M&A has evolved in parts of the market.
Sign-up for the Director’s Special
Please read our Privacy Policy and Disclaimer here
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
Non-members enter code MOMNM at checkout for $160 off your registration.
Brisbane, 20 - 22 May, 2025
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance
[email protected] – 1300 143 947
Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries
[email protected] - +61 450 944 489
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
Money of Mine on YouTube, Twitter
(0:00:00)Introduction
(0:01:38)Current volatility
(0:05:21)Investing in exploration
(0:10:45)Countercyclical plays
(0:12:00)Astral & Medallion
(0:14:39)Ramelius
(0:15:43)Predictive Discovery
(0:20:20)Montage picking up stakes
(0:24:05)Which golds haven't ripped
(0:26:35)TSX companies listing on ASX
(0:29:23)Mt Isa potential
(0:31:42)Koonenberry
(0:33:33)Nexus Minerals
(0:35:04)Trucking dirt
(0:39:38)New World Resources
(0:42:35)Silver -
We’re in the thick of quarterlies now, so we plucked out 2 of the most fascinating stories to chat about.
First up we dived into MinRes, who saw their stock rocket 15%+ on the back of their release.
And for our second story, we peeled back the layers at Emerald Resources, looking at the opportunities that lie ahead for the miner with 2 growth projects.
Sign-up for the Director’s Special
Chapters:
(0:00:00)Introduction
(0:02:22)MinRes ease fears, for now
(0:31:35)Why the bad quarter at Emerald
Please read our Privacy Policy and Disclaimer here
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
Non-members enter code MOMNM at checkout for $160 off your registration.
Brisbane, 20 - 22 May, 2025Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance
[email protected] – 1300 143 947
Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries
[email protected] - +61 450 944 489
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
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 &
-
We start the week with a bit of shareholder activism, as Datt Capital launched a 249D to make some board changes at gold exploration bolter Koonenberry.
Our second story for the day is a gold Merger of Equals, with Alkane and Canadian listed Mandalay Resources tying the knot, to create a $1B gold producer.
Sign-up for the Director’s Special
Please read our Privacy Policy and Disclaimer here
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
Non-members enter code MOMNM at checkout for $160 off your registration.
Brisbane, 20 - 22 May, 2025Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance
[email protected] – 1300 143 947
Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries
[email protected] - +61 450 944 489
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
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)Intro
(0:02:09)Datt Capital vs Koonenberry
(0:20:55)Alkane & Mandalay tie the knot -
Given all that’s transpired in markets lately, we felt overdue a discussion Perennial Value Management’s Sam Berridge.
As always, Sam shared his thorough and nuanced perspectives on a range of topics, starting with the macro environment and the implications for gold, the disparity between bullion and equities, learnings on management incentives, hedging risk in a volatile market and what other commodities are appealing to him, amongst many more subjects.
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Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
Non-members enter code MOMNM at checkout for $160 off your registration.
Brisbane, 20 - 22 May, 2025Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance
[email protected] – 1300 143 947
Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries
[email protected] - +61 450 944 489
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
(0:00:00)Intro
(0:02:30)Is the Macro scary?
(0:06:50)Risk management of Gold allocation
(0:14:15)Will Silver and Platinum see a tailwind?
(0:18:32)Are gold market darlings trading high?
(0:23:46)Ora Banda journey
(0:31:28)Value in small gold equities
(0:33:00)Did he tip into Bellevue raise?
(0:40:18)Outlook for everything other than Gold
(0:51:06)Will Simandou actually be the Pilbara killer?
(0:54:31)Uranium pop?
(0:59:17)Australian energy -
Why this ‘Big Short’ billionaire bought a gold mine? Also, are Liontown slowly making it work? Along with Paladin’s rebound on quarterly pounds and Albanese’s announcement of a strategic minerals reserve.
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Please read our Privacy Policy and Disclaimer here
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
Non-members enter code MOMNM at checkout for $160 off your registration.
Brisbane, 20 - 22 May, 2025Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance
[email protected] – 1300 143 947
Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries
[email protected] - +61 450 944 489
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
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Money of Mine on YouTube, Twitter, LinkedIn & Instagram
(0:00:00)Intro
(0:01:18)Are Liontown slowly getting it right?
(0:18:32)Why this big name invest bought a gold mine
(0:36:22)Paladin rebound strongly on latest update
(0:43:44)What Australia's minerals reserve actually means -
With gold rocketing, we start the show by running through interesting undeveloped Aussie gold projects flying under the radar.
Next we move to MP Materials, which has been caught in the cross hairs of the trade war, followed by an ‘around the grounds’ chat of all the big news from the past couple days, including, Bellevue, WA1, Gorilla Gold, CZR, Strickland, Santana, Deep Yellow & De Grey.
Sign-up for the Director’s Special
Please read our Privacy Policy and Disclaimer here
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
Non-members enter code MOMNM at checkout for $160 off your registration.
Brisbane, 20 - 22 May, 2025Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance
[email protected] – 1300 143 947
Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries
[email protected] - +61 450 944 489
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
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)Intro
(0:03:19)Who’ll benefit most from gold mania?
(0:14:16)Is the MP Materials outlook as rosy as it seems
(0:24:21)What's happening around the grounds -
Sam Broom, Investment Executive at Sprott, returns after his XMAS 2024 cameo. Sam loves looking at which sectors have been punished for a long time, anticipating when they are going to re-emerge. We talked precious metals (gold booming vs platinum struggling), Vanadium, Royalties and Mining in America.
Sign-up for the Director’s Special
Please read our Privacy Policy and Disclaimer here
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
Non-members enter code MOMNM at checkout for $160 off your registration.
Brisbane, 20 - 22 May, 2025Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance
[email protected] – 1300 143 947
Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries
[email protected] - +61 450 944 489
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
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
(0:02:44)Volatile start to 2025
(0:10:53)Precious metal bull market
(0:17:22)Long wait for Platinum
(0:22:22)Changing political regimes
(0:29:25)Vanadium interest
(0:33:55)Royalty plays
(0:40:00)Mining project in America -
It had been far too long, so for this special episode, we invited back Joe “Mr Lithium” Lowry. We discussed Joe’s fantastic recent write-up on the evolution and geopolitical strategy at play in the lithium sector, what the West can do going forward, the winners from recent M&A, the lithium markets sentiment, and finally, in a turning of the tables, Joe fires a few questions at us.
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Please read our Privacy Policy and Disclaimer here
Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
Non-members enter code MOMNM at checkout for $160 off your registration.
Brisbane, 20 - 22 May, 2025Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance
[email protected] – 1300 143 947
Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries
[email protected] - +61 450 944 489
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
(0:00:00)Introduction
(0:02:45)China & past 15-20yrs in Lithium
(0:21:45)Conversion capability
(0:29:52)Equities cratering
(0:46:40)Joe's Albemarle recommendations
(0:58:17)Joe's questions to the lads -
We’re in quarterly season now, with the cash building Genesis grabbing our attention first up. Next, we ventured east to chat about the rise and rise of Aurelia, as their Federation mine comes to the fore. Lastly, we look at a concerning but consistent trend gaining steam in West Africa, and how Gold Fields has been caught up in amongst it.
Sign-up for the Director’s Special
Please read our Privacy Policy and Disclaimer here
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Brisbane, 20 - 22 May, 2025
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.
Non-members enter code MOMNM at checkout for $160 off your registration.
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
KCA Site Services - One stop shop for equipment & people
[email protected] – 1300 143 947
Black Diamond Drilling Services – Go-to drilling consumables supplier
[email protected] - +61 450 944 489
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
(0:00:00)Intro
(0:01:36)Genesis watch the cash build
(0:11:58)Things to watch in resource investing
(0:16:41)Aurelia nailing the turnaround - so far
(0:25:15)A very concerning trend in gold mining -
Copper hopeful Prospect Resources has tied up a strategic investment from neighbour First Quantum at a premium, seeing their stock jump. Greatland Gold saw a solid result, and we dive into how rare earths are taking centre stage in the global trade war.
Sign-up for the Director’s Special
Please read our Privacy Policy and Disclaimer here
Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.
Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members enter code MOMNM at checkout for $160 off your registration. Brisbane, 20 - 22 May, 2025
Thank you to our Partners:
Mineral Mining Services – Your preferred mining contractor
https://www.mineralminingservices.com.au/join-us/ - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide
Paul Natoli - [email protected]
Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected] - +61 2 9493 6100
K-Drill – Safe, reliable, and productive surface RC drilling
[email protected] - +61 416 015 876
WA Water Bores – WA’s premier water well drilling company
[email protected] - +61 429 695 538
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
[email protected] - +61 8 9373 1140
KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance
[email protected] – 1300 143 947
Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries
[email protected] - +61 450 944 489
Cross Boundary Energy – Independent Power Producer for the global mining industry
[email protected] - +61 466 184 943
(0:00:00)First Quantum put their foot on Prospect
(0:12:47)Greatland start building cash
(0:26:15)Who'll benefit from a rare earth battle? - Laat meer zien
