Money of Mine

Nov 21 2024 369 ep. 52 mins 174

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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Ellison Speaks. What Really Matters for MinRes Now?

Nov 21 2024 45 mins

Two big stories today, firstly our takes on the much anticipated MinRes AGM which we attended… plenty to chat about.Then we discuss the big news out of Canada, that NexGen is one step closer to building a mine with a key permit approved.Sign-up for the Director’s SpecialChapters:(0:00:00) Introduction (0:01:32) MinRes AGM: what we thought(0:37:19) Nexgen's approvals march forwa

We unpack 2 North American Deals

Nov 18 2024 50 mins

Today’s show takes us to North America, with an intriguing deal coming via the sale of a non-core Newmont asset, Musselwhite, to Orla Mining.Back home we chat through Spartan’s latest met testwork before we unpack the merger between NAL partners Sayona and Piedmont Lithium.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our P

Russian sends uranium stocks flying

Nov 17 2024 49 mins

We’ve got some big stories to chat about today, starting with the Russian export ban on enriched uranium to the US, then on the big jump in aluminium prices following China tax rebate cancellation.Next, we spoke about a couple of cash box companies in Red Hill and Indiana who issued dividends, and lastly a segment on Resolute and their Malian situation.Sign-up for the Director’

An unfiltered yarn with some GC’s

Nov 14 2024 79 mins

Today’s show is a special yarn with a couple of GC’s who’ve spread the good word of Money of Mine.We welcomed on Partick from Uranium Twitter and Sean Russo for a chat about Paladin’s shocking week, spotting trends early, aligned management teams, how to think about restart projects and plenty more. Sign-up for the Director’s Special Please read our Privacy Policy and Dis

Another lithium mine bites the dust

Nov 13 2024 50 mins

We’ve got 2 big ones today, starting with MinRes shutting Bald Hill until lithium prices recover, as well as the board admitting they should’ve shared numerous related party transactions.Our second story is all about M&A drama in the small cap gold space, involving Brightstar, Patronus & Alto. Chapters:(0:00:00)Introduction(0:00:30)MinRes shut down Bald Hill(0:21:02)DEL

Paladin Pummelled 29% on Production Downgrade

Nov 11 2024 45 mins

Today we spent a while dissecting and discussing Paladin’s latest update which saw the stock crater some 25%, before picking through a potential value play with a colourful history in Kingsgate Consolidated.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor

Liontown tweak the dials to save cash

Nov 11 2024 62 mins

We start today with Liontown, who’ve shared some new numbers on Kathleen Valley to help them fight another day, before jumping to some concerning news out of Mali, with Resolute’s CEO and two employees being detained over a tax dispute.Lastly, we delve into Hastings, who’re in a bit of a financial predicament...Sign-up for the Director’s Special Please read our Privacy Poli

The Overlooked Way to Play the Commodity Cycle (Baza Capital)

Nov 07 2024 62 mins

We’re pumped to share our discussion with the co-founders of Baza Capital, Will Sandover & Brayden McCormack.We kick off the chat by hearing about the journey of starting a fund a couple months before covid swept through, and the various ups and downs since. The guys get into how they build their portfolio, how they’ve refined their strategy of the years & why they’re

The Trump trade you didn’t know about

Nov 06 2024 32 mins

We lead off with how the Trump win affected the commodity and equity markets, along with what the future may hold. There was also some big comments last night regarding the future of Lithium and Cobalt. Then we round out with a Trump trade that flew under the radar.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Min

We Check Out These Small Cap Bolters

Nov 05 2024 63 mins

In the spirit of Melbourne Cup Day, we take a look at some small cap underdogs that have done interesting deals or made fascinating discoveries of late.Next up, we talk about the shift in sentiment and funding dynamics for junior gold companies, closing off with a mega session on M&A predictions.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer