Money of Mine

Apr 04 2025 431 ep. 52 mins 188

Money of Mine Podcast artwork

An ex-underground miner, a couple of ex-investment bankers, and an ex-equity research guy breaking down the mining news that matters in markets. It's a bit of entertainment, information, and occasionally some alpha.

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We ask Hedley Widdup about every gold mining junior

Apr 04 2025 95 mins

The gold price is flying, can you believe it’s soared beyond A$5,000 per ounce? We ask Hedley Widdup of Lion Selection Group about every single gold junior we can think of. We don’t think we even talk about a single producer in this episode, we’ve gone down the Lassonde curve discussing the projects that very well might find have their moment in this gold environment. Sign-up

Is a Bid 3x Your Share Price Irrefusable?

Apr 03 2025 50 mins

First up today is the punchy bid that Huayou & Renault chucked up for Galan’s assets, leading it to jump 45%. Then, we discuss possibilities in anticipation of Bellevue’s release, we look at Ramelius’ pre-reported quarterly as well as the quarterly from Polymetals and an update from Metro Mining. Sign-up for the Director’s Special Please read our Privacy Policy and Disc

The Mining Giant That Has Outperformed Every Major

Apr 01 2025 45 mins

We go big today, with a chat about 2 of the biggest and best performing companies in the natural resource world. Zijin Mining + Franco Nevada. We peel into why they’ve outperformed and try to extract what can be replicated. To round up today, we look at the WA exploration scene and chat about Caprice, who’ve seen their stock plummet 30% today. Sign-up for the Director’s Speci

Will M&A spark life into lithium?

Mar 31 2025 44 mins

We start the week by chatting about rumoured M&A in the West Australian lithium sector, with a group of Indian groups reportedly interested in buying a stake in SQM’s assets. Then we venture into the world of antimony by dissecting Larvotto’s surge to “fame”. To wrap up we dive into Adriatic’s announcements which saw it get whacked by the market. Sign-up for the Direc

Finding Value in a World of Excess with Vas Piperoglou

Mar 28 2025 70 mins

Today’s episode is a discussion with a Money of Mine favourite and a true value investor, Vas Piperoglou. The conversation ranged from the extended valuations in global markets, the implications of heightened Western inflation, the ongoing ramifications of the US’ seizure of Russia assets, the opportunity in gold stocks, the consequences of Australia’s energy policies and muc

What the hell is going on with Bellevue?

Mar 27 2025 59 mins

It’s a gold day today. From M&A to production woes, we covered it all in the show, picking apart the intricacies of Gold Fields approach for its JV partner Gold Road, as well as were the suspected production downgrade will leave Bellevue. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Underground

The 5 Most Destructive Deals in Mining History

Mar 25 2025 84 mins

Today’s show is a bit different. We thought we’d give ourselves a history lesson and explore the costliest M&A mistakes in our industry. Our aim was to understand what went wrong, why things went south and what mining companies and investors alike can learn so that we allocate capital better going forward. Sign-up for the Director’s Special Please read our Privacy Policy

Rio vs Fenix for Creasy’s Project (The Battle for Robe Mesa)

Mar 24 2025 34 mins

Shortly before we pressed record, Gold Fields came out swinging with a hostile offer for Gold Road… Needless to say that got us chatting. We then touched on Bellevue’s down day before moving on to The Battle for Robe Mesa, as parties from Rio Tinto to Fenix trip over for the iron ore project in a fascinating fight. Lastly, a non-core sale at Cyprium grabbed our attention and to

Massive Disruption Coming to the Mining & Investment World (Rusty and Brice)

Mar 20 2025 85 mins

Today’s episode is a unique conversation with special guests Russell “Rusty” Delroy of Nero Resource Fund & Brice Gower of Augment Technologies. We explore completely new terrain, exploring how the technological megatrends on foot today (think AI and robotics) could totally upend the mining industry as we know it. And we explore the investment themes that come from that b

Decoding Kazatomprom’s results & the uranium reaction

Mar 20 2025 52 mins

Plenty to riff on today, starting with the Kazatomprom’s full year numbers then moving to Capricorn’s decision to close out its hedgebook. That led us to a broader chat on gold industry hedges as well as a focus on Bellevue and their ramp up pressure. We rounded off with a chat MinRes’ woes, Catalyst selling Henty & potential M&A. Sign-up for the Director’s Special