Money of Mine

By Mineral Media

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Subscribers: 38
Reviews: 0
Episodes: 251

Description

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. 


Episode Date
Saving Junior Mining (David Finch Interview)
May 03, 2024
We name & shame ASX co.’s
May 02, 2024
Copper contenders vs. pretenders
Apr 30, 2024
The Anglo American Endgame
Apr 29, 2024
Will BHP get Anglo… Eventually?
Apr 26, 2024
Is tin the next uranium? (Brian Laks interview)
Apr 24, 2024
Will LIC Activism Upend Aussie Funds Management? (WAM Interview)
Apr 23, 2024
S32’s GEMCO damage revealed + BSE’s 188%-premium takeover
Apr 22, 2024
Uranium Mining all the way to Nuclear Power – Mike Alkin interview
Apr 19, 2024
Gold Quarterlies: Performers vs. Disappointers
Apr 18, 2024
Miners get Hit with Big Down Day
Apr 16, 2024
Gold Road Crashes on Raising Rumours for Billion Dollar Deal
Apr 15, 2024
Make-or-break mining projects (Nathan Stoitis Interview)
Apr 12, 2024
Is the commodity “supercycle” starting?
Apr 11, 2024
Why MINs bailed out of DVP + What’s the next gold deal?
Apr 09, 2024
Karora and Westgold in $2.2b deal and is the Azure deal at risk!?
Apr 08, 2024
Why the exploration funding model is broken (Ahmad Saleem Interview)
Apr 05, 2024
The Fumble in the Jungle continues, WR1 go bargain hunting
Apr 04, 2024
Compare the Pair: Westgold vs Ramelius
Apr 03, 2024
Who’s Karora’s mystery suitor? + Finally, a QLD Copper Deal
Apr 02, 2024
Our Most Open Discussion on Shorting (Will Thomson Interview)
Mar 28, 2024
Albemarle looks to spark the market with $1,300/t sale
Mar 27, 2024
29M sinks while copper rips
Mar 26, 2024
Pilbara picks a partner while SRX gets entertaining
Mar 25, 2024
The Battery Metals Opportunity (Matt Fernley Interview)
Mar 22, 2024
The Report that Shaved $250 Million from IGO Today
Mar 21, 2024
Bellevue RAISE vs NO-RAISE
Mar 19, 2024
What is the MinRes Lithium Strategy?
Mar 18, 2024
Rick Rule on picking "hated" sectors
Mar 15, 2024
Ben Cleary on Why Tribeca has just gone Activist on Glencore (BONUS EP)
Mar 14, 2024
Will Liontown & Arafura secure funding?
Mar 14, 2024
Fundie Roundtable: Rusty & Kav on Commodities
Mar 12, 2024
Gold is flying – what M&A is next?
Mar 11, 2024
How to Buy Discoveries while they’re still Cheap - with Tom Woolrych
Mar 08, 2024
Will this be Deep Yellow’s last capital raise?
Mar 07, 2024
Why did Albemarle raise >US$2b?
Mar 05, 2024
Cleaning the CONVERTIBLE NOTE – with Dan Porter
Mar 04, 2024
URANIUM Bull Thesis - Ben Finegold from Oceanwall
Mar 01, 2024
Have S32 Made the Right Call Selling Illawarra?
Feb 29, 2024
Is this different at Davyhurst + is Strike on the block?
Feb 28, 2024
Capricorn’s financial gymnastics + an intriguing block trade at YAL
Feb 27, 2024
Who’ll buy Telfer? + Why Alcoa finally bid for Alumina
Feb 26, 2024
Separating Value from Traps with Activist Investor Jeremy Raper
Feb 23, 2024
Ellison says “f@*# You” to Balance Sheet Critics, IGO’s Real Numbers & Pilbara’s Plans
Feb 22, 2024
Are we at the Start of a Commodities Bull Market?
Feb 21, 2024
BHP’s Big Decision + what to make of Sayona’s DFS
Feb 20, 2024
A Company you Can’t Bet Against + How PLS Defies Gravity (Investor Romano Sala Tenna Interview)
Feb 19, 2024
Legendary Mining Analyst John Macdonald on Spotting Companies Tricks & Calling it how it is
Feb 16, 2024
BHP’s Massive Write-down + S32 try Polish Hermosa
Feb 15, 2024
Queensland Copper M&A + Do EVN make Money?
Feb 14, 2024
Strike Energy’s Duster + Kalgoorlie M&A
Feb 13, 2024
Liontown Shareholders wait for Gina
Feb 12, 2024
The 4 Adages for Resources Investors to Live By According to Emmanuel Datt
Feb 09, 2024
Are MinRes Short on Cash? + Investor Ausbil Dumps Longtime Holding
Feb 08, 2024
Vas Piperoglou on Maintaining Conviction & Selling into Speculation
Feb 07, 2024
Kazakhstan put U-market on Alert + How Solid is S32?
Feb 06, 2024
Red5 Dangles the Carrot for Genesis in $2.2Bn Merger with Silver Lake
Feb 05, 2024
Justin Huhn on the Uranium Supply Crunch, ETF Impact & China's Influence on the Market
Feb 02, 2024
Name & Shame! + Just when IGO thought things couldn’t get worse…
Feb 01, 2024
IGO used to be Shiny. Now Everything is Going to S**t
Jan 31, 2024
The Good, the Bad and the Ugly of ASX Copper Miners
Jan 30, 2024
Bellevue Faces the Music as IGO Braces For the Same
Jan 29, 2024
Our Thoughts on Owing the Rock, Certain Commodities & AISC (Unscripted Q&A)
Jan 26, 2024
What Moves Uranium Stocks? + The Goldies Quarterlies
Jan 25, 2024
Pilbara Boss to Shorters: “I hope they’re shaking in their boots”
Jan 24, 2024
Nickel & Lithium Heavyweights Summoned for Industry Sit-Down
Jan 23, 2024
Why is Liontown Down 20% Today? + Perseus goes Hostile!
Jan 22, 2024
Who Printed Nearly $500m this Quarter? + ASX’s Most Shorted Stocks
Jan 19, 2024
Lithium Struggles while BHP puts WA Nickel on RED Alert
Jan 18, 2024
Evolution’s Stinker & What’s going on at Lynas’s Kalgoorlie Facility?
Jan 17, 2024
3 Ways of How Not to Run a Company
Jan 16, 2024
Commodities Crunch Time – What’s Hot & What’s Not!
Jan 15, 2024
2023 in review with the AFR’s Anthony Macdonald + Peter Ker
Dec 15, 2023
9 Fund Managers Reveal Their Biggest Predictions For 2024
Dec 14, 2023
IGO’s Year of Hell + the Return of David Flanagan!
Dec 13, 2023
Will Santos & Woodside merge?
Dec 12, 2023
You Win-some you Lose-some + Regis close the book!
Dec 11, 2023
DLE breakdown + the new type of lithium mine with Joe Lowry (part 2)
Dec 08, 2023
The History of Newmont's Tanami and Boss go deeper into U
Dec 07, 2023
TMT revolt against the AVL merger + Latin upgrade Salinas
Dec 06, 2023
Evolution buy Northparkes + Reward wraps up Kalium Lakes
Dec 05, 2023
What’s a “Foreign Entity of Concern”? + Is ARU’s Letter of Intent worth its weight?
Dec 04, 2023
Who’s failing AGM season? + Not believing the “substantial” PLS hype
Dec 01, 2023
Joe Lowry on all thing’s lithium (ex-hard rock)! (Part 1)
Nov 30, 2023
Shareholder activism, incentive misalignment & how commodity investing has changed with the Koala
Nov 29, 2023
The Koala on why Lithium is Iron Ore 20 years ago, how Mining M&A has evolved & overhyped Mining disruptions
Nov 28, 2023
African Gold M&A is all GO!
Nov 27, 2023
Inside the AVZ Shareholder Vote
Nov 24, 2023
OreCorp’s kicker, AGM tricks & the bizarre story behind a WA Lithium hopeful
Nov 23, 2023
Copper miners spending up for production + an OreCorp shareholder revolt?
Nov 22, 2023
What Could Go Wrong at Liontown + Khoemacau sells for US$2b
Nov 21, 2023
Capital raisings, lithium deals and an AGM highlight
Nov 20, 2023
Underrated mining businesses, physical uranium or equities & the commodities to be in with Sam Berridge (part 2)
Nov 17, 2023
Sam Berridge on the state of the market, China’s retreating influence & the energy setup (Part 1)
Nov 16, 2023
Glencore buys Teck’s met coal assets while Atlantic Lithium bounces takeover
Nov 15, 2023
More Azure Suitors? + Who’s getting the better deal: Allkem or Livent
Nov 14, 2023
Delta Rattling the Tin for $70m + Why First Quantum’s Stock has Halved
Nov 13, 2023
NexGen receives local Environmental Approvals while Pantoro is handed a Lifeline
Nov 10, 2023
WIIILDCAT Rattles the Tin and Sayona’s “Strategic Review” Déjà vu?
Nov 09, 2023
Is Activism Brewing at Delta Lithium? New Heights for WA1 & Private Equity Turns to PNG Lime!?
Nov 08, 2023
Is Albemarle Bluffing? Chalice Changes, Quarterly Name & Shame
Nov 07, 2023
Why is MinRes Buying AZS to $4? Strickland and Wildcat’s Drillbit Success
Nov 06, 2023
When Will the Copper Shortage We All Hear About Happen? With Ben Hooper
Nov 03, 2023
Mining Heavyweight Mark Cutifani Weighs in on Capex Blowouts, Cost Curves & How Miners Can Re-Rate!
Nov 02, 2023
We Give the Mic to an AVZ Shareholder + Kingsley Jones at IMARC Day 1
Nov 01, 2023
How The Wave of Consolidation Play Out with Anthony Kavanagh of Chester Asset Management (Part 2)
Oct 31, 2023
Making Sense of the Macro & Commodity Bull Market Thesis with Anthony Kavanagh of Chester (Part 1)
Oct 30, 2023
All you need to know from this weeks quarterly reports!
Oct 27, 2023
Andover your AZS shares at $3.52!
Oct 26, 2023
Todd Malan debunks the “Alphabet Soup” of US Policy and the Giant Impact on Mining Investment
Oct 25, 2023
We Recap Today’s Quarterlies So You Don’t Have To!
Oct 24, 2023
Azure Takeover!? Wildcat’s Stonking Hit and Develop’s Done Deal
Oct 23, 2023
Avoiding Red Flags and Timing the Entry with Rick Squire & Karina Bader of Acorn Capital
Oct 20, 2023
Rusty Delroy on the Enormous Implications of “Business as Usual” for Miners (Part 2)
Oct 19, 2023
Deals Deals Deals! Whitehaven’s Wins BHP’s Mines and LPI gets scooped up by Codelco
Oct 18, 2023
Liontown in Limbo as Albemarle Walks, Genesis Wraps up Dacian
Oct 17, 2023
Rusty Returns: Why Now Is Time To Seriously Discuss Price Bifurcation (Part 1)
Oct 16, 2023
Tribeca’s Guy Keller on Why He Is So Bullish Uranium Miners
Oct 13, 2023
Will Gina Kill the Liontown Bid? + The “Value Trap” With NEGATIVE $100m EV?
Oct 12, 2023
The Top-Down Filtering Process for Picking Stocks with Resource Fund Manager Dave Franklyn
Oct 11, 2023
Azure’s up-and-down couple of days, while Bellevue hits crunch time
Oct 10, 2023
Multi-Billion Dollar Capex, 4000m Elevation, No Power … and still Attractive? Explaining Filo Mining
Oct 09, 2023
World’s First Podcast in a Pit
Oct 07, 2023
Something Doesn’t Quite Add Up with this Developer’s Mysterious US$300m Financing
Oct 06, 2023
How’s Ramp-up Going at Pantoro, Tietto & Red5?
Oct 05, 2023
How is Gwalia Looking in GMD’s Hands? + the Nickel Supply Deficit??
Oct 04, 2023
Are Refractory Projects Undervalued by the Market?
Oct 02, 2023
MinRes Ups the Stakes while Liontown’s Capex Jumps
Sep 29, 2023
De Grey Drops their Long Awaited DFS + Latin’s “Robust” PEA
Sep 28, 2023
Is Momentum Building for Changes in Uranium Mining & Nuclear Energy Laws?
Sep 27, 2023
Gina’s Liontown Stake Climbs while MinRes Fill the Coffers
Sep 26, 2023
Allkem Costs Blowout plus Australian Vanadium & Technology Metals Tie the Knot!
Sep 25, 2023
Hedge Fund Manager Reveals Secrets Behind M&A Investment Strategy with Ben Bailey
Sep 23, 2023
Sean Russo Reveals one of the Tactics Mining Companies Use which Investors Should Look Out For
Sep 21, 2023
Why are Aeris Struggling & is Lindian Moving too Quick?
Sep 20, 2023
Should Whitehaven Buy Daunia & Blackwater?
Sep 19, 2023
Wildcat Flies, SLR Moves for Red5, Develop Scheme ‘Not Fair’
Sep 18, 2023
More Twists for Leo Lithium & Greatland Gold Deferral Highlights on Importance of JV Control
Sep 16, 2023
Rusty the Rockstar Fundie on the Massive Issue No One Talks About
Sep 14, 2023
Ellison In, Flanagan Out at Delta Lithium – we Connect the Dots!
Sep 12, 2023
Setting the Record Straight on Chalice’s Study
Sep 11, 2023
Joe Lowry tells us what he REALLY THINKS about everything Lithium
Sep 09, 2023
Who is Shaking up the Liontown-Albemarle Marriage? & Uranium Mania!
Sep 07, 2023
The Mining Investor Numerous Billionaires Trust
Sep 06, 2023
Min Res Confirmed as Bald Hill Buyer + Tietto Tumbles on Grade Miss
Sep 05, 2023
Liontown Flying, Leo Lithium Cratering & Bald Hill being Sold?
Sep 04, 2023
Who is Buying Bald Hill Lithium Mine? + AuTECO moves for Canadian Copper
Sep 01, 2023
Why is Chalice Share Price Down 30% in 2 Days?!
Aug 31, 2023
The 4 Rules of Rare Earth Investing, with Dylan Kelly of Terra Capital
Aug 30, 2023
The Detail Within The Red5 Annual Report We Pry Into
Aug 29, 2023
There’s No Slowing the Revolving Door at Fortescue & Sayona
Aug 28, 2023
How Will Pilbara Minerals Allocate it’s Growing War Chest?
Aug 25, 2023
A Junior with $56m and Raring to Go, While China’s Economy Sends Shivers
Aug 24, 2023
This is where we are in the Mining Investment Cycle with Hedley Widdup
Aug 23, 2023
Picking 10-Baggers with John Forwood, CIO at Lowell Resources Fund
Aug 22, 2023
Which Commodity is made from Bird POO?
Aug 21, 2023
WTF Happened to Firefinch? ft. Patrick the Intern
Aug 19, 2023
We Predict the next Wave of Gold M&A, Does Liontown have a Funding Gap?
Aug 17, 2023
Emanuel Datt on Battling Inflation, Gaining Alpha from Twitter & Skewing the Odds in you Favour
Aug 16, 2023
SQM & MinRes Make Moves in Lithium Explorers + Should Deterra do a Deal?
Aug 15, 2023
Trav tries another Activist Campaign + Who has the Most Interest in Azure’s Andover?
Aug 14, 2023
Westgold’s Wayne Bramwell braves the boys at Diggers
Aug 11, 2023
We Come Up With Our Own Diggers & Dealers Awards
Aug 10, 2023
Jake Klein of $7bn Evolution Mining on M&A, Gold and Copper on Day 3 of Diggers
Aug 10, 2023
AZS and GL1 join us for Day 2 as Diggers gets the better of us
Aug 08, 2023
We Survived Diggers & Dealers Day 1
Aug 07, 2023
“The Impact will be felt for Decades!” Pilbara Minerals CEO Dale Henderson Interview
Aug 04, 2023
Identifying Lithium Partners & Steering Clear of Groupthink with Kingsley Jones
Aug 03, 2023
Behind the Scenes of Wyloo’s Deals with Luca Giacovazzi & Joel Turco (Part 2)
Aug 02, 2023
Name and Shame time! Plus why Albemarle are buying into Patriot
Aug 01, 2023
How does Patriot Battery Metal’s Maiden Resource Stack Up?
Jul 31, 2023
Last Call for ASX Capital Raisings!
Jul 28, 2023
Doomberg: Nuclear’s Necessity, The Impossible Mission of Battery Metals & How to Avoid the Herd
Jul 27, 2023
Who’s Passing & Who’s Failing this Quarterly Season?
Jul 26, 2023
The Miner that Makes Money vs Miners that Lose Money
Jul 25, 2023
Core Lithium Vindicates Shorts While Gascoyne Doubles Never Never Resource
Jul 24, 2023
Luca Giacovazzi & Joel Turco Demystify Wyloo to the Rest of the World (Part 1)
Jul 21, 2023
Rick Rule joins to chat Contrarian Investing, Unloved Commodities and Resource Nationalism
Jul 20, 2023
Sandstone potential M&A and Mount Gibson Printing Cash
Jul 19, 2023
Leo Makes Investors Nervous while Syrah Disappoints
Jul 18, 2023
IGO’s BIG write-down and Whitehaven’s BIG pile of cash
Jul 17, 2023
Why Lotus is Merging with A-Cap + Abyssinian’s Response to the 249D
Jul 13, 2023
Why Would a Junior do a Share Buyback? Plus, a Dive into the Weird World of Vanadium
Jul 12, 2023
SBM’s Market Cap is Less Than Cash!? Will E25 Make Manganese Cool Again?
Jul 10, 2023
Aeris Pulls Guidance and PMET Short Report Emerges
Jul 07, 2023
Unpacking the Unfolding Uranium Universe
Jul 06, 2023
What’s Next for Westgold ft Wayne + Gold News Galore
Jul 05, 2023
Canada, Commodities & the Supply Crunch with Matthew Langsford, Terra Capital
Jul 04, 2023
DEVELOP to Turbocharge Growth with Lithium Takeover!
Jul 03, 2023
The Forgotten Fund in Mining Investment – La Mancha
Jun 30, 2023
Should Perseus Buy WAF? + The Port Lithium Hopefuls Need
Jun 29, 2023
Westgold Plot Thickens and Jervois raising AGAIN!
Jun 28, 2023
We Tiptoe into the Tantalizing Tin Baron World (aka Metals X)
Jun 27, 2023
Musgrave REJECT Westgold and the Market Disapproves Perenti’s DDH1 takeover
Jun 26, 2023
The Top 5 Rules of Investing in Resources Companies with Mining Luminary Allan Trench
Jun 23, 2023
Northern Star Spends Up For Super Pit – Bond 2.0?
Jun 22, 2023
Questioning Sayona’s Study & Speculating on Silver Lake M&A
Jun 21, 2023
Is AZS’s New Lithium Discovery Worth $1 Billion Already?
Jun 20, 2023
What is happening with MinRes’ Mega Lithium Business?
Jun 19, 2023
David Flanagan Answers the ‘Word On The Decline’
Jun 16, 2023
Gina Makes Her Lithium Move
Jun 15, 2023
Panoramic’s Mill Mishap, do they need to Raise to Remedy it?
Jun 14, 2023
End game for AVZ Minerals?
Jun 13, 2023
Will RED 5 Keep it UP? We Asked MD Mark Williams
Jun 09, 2023
Trav’s Top Tweets, New Love for Leonora/Laverton
Jun 08, 2023
Is WA1 the Real Deal?
Jun 07, 2023
Westgold launches a Takeover for Musgrave and MD Wayne Bramwell Dials in
Jun 06, 2023
St Barbara Deja Vu, Gold Sector Intel, Drama for Industrial Minerals
Jun 02, 2023
Where does Everyone’s Nickel GO in WA? Trav’s Top Tweets of the Week
Jun 01, 2023
We are now SBM shareholders, Matty’s Processing Insight for the Gascoyne Metallurgical Results
May 31, 2023
Trouble for Uranium in Namibia, Lithium Winners and Losers
May 30, 2023
What’s Stopping Wyloo Getting its Hands on Mincor? Develop Forms JV with Tjiwarl Contracting
May 29, 2023
Sayona Raising $200m Just Before First Sales, Matty Goes Deep on Poseidon
May 26, 2023
Junior Mining Stocks with Richard Morrow of Lowell Resources Fund
May 25, 2023
We React to the St Barbara “NO” to Silver Lake
May 24, 2023
What 200 Olympic Pools of Water Means for 29Metals
May 23, 2023
We speculate while waiting for St Barbara’s response
May 22, 2023
SLR drop new bid for Leonora Friday night
May 20, 2023
Travis Ricciardo – Kalgoorlie Boy to starting a Financial Media Co
May 19, 2023
Niobium & African opportunities – with Tim Weir and Andy Clayton from Precision Funds Management
May 18, 2023
BHP’s capital allocation model, Greatland rumours
May 17, 2023
Unpacking the SPAC: Metals Acquisition Corp
May 16, 2023
Genesis ups bid, ball now in SLR’s corner
May 15, 2023
Fundie insights with Sam Berridge, Perennial Value Management
May 12, 2023
Silver Lake revises bid, Allkem & Livent to merge
May 11, 2023
Can Black Cat mine thin? + Teck Splitting
May 10, 2023
Chesser attracts 95% takeover premium with MD Andrew Grove
May 09, 2023
The Rebuttal: SLR Hits Back at SBM
May 08, 2023
Silver Lake cutting Genesis’ grass
May 05, 2023
Centaurus testwork-ing, Vulcan raising
May 04, 2023
Picking Resource Projects with Warren Irwin, CIO Rosseau AM
May 03, 2023
Did Gascoyne (GCY) make the right call? With MD Simon Lawson
May 02, 2023
AVZ’s governance, BCI seeing Mardie through
May 01, 2023
Sandfire’s leverage, Adriatic CEO & GM insights
Apr 28, 2023
Bill Beament, can he do it again?
Apr 27, 2023
MinRes Misses, Adriatic Drawdown
Apr 26, 2023
Blair Way LIVE – Patriot Battery Metals (PMT)
Apr 25, 2023
Boss Energy progresses, Orecorp after funding
Apr 24, 2023
Galena Raising with Tony James
Apr 21, 2023
Darren Stralow smells first Gold, 29M a target?
Apr 20, 2023
Perseus & Capricorn delight, Jervois’s conundrum
Apr 19, 2023
Patriot’s Blair Way defends Corvette, Tanzania takes-off
Apr 18, 2023
Regis disappoints, Sayona keeps growing
Apr 17, 2023
A new Genesis term-sheet, Copper Mountain takeover
Apr 14, 2023
Clayts talks Leo Lithium, we question Patriot
Apr 13, 2023
Westgold turnaround with Wayne Bramwell
Apr 12, 2023
Will Newmont close history’s biggest gold deal with Newcrest?
Apr 11, 2023
What Talga’s environmental approval means
Apr 06, 2023
Why Capricorn Metals trade at a PREMIUM
Apr 05, 2023
Are Genesis and St Barbara re-cutting the merger?
Apr 04, 2023
Why Wyloo has gone best & final for Mincor
Apr 03, 2023