Money of Mine
Mineral Media
0
Where mining meets equity markets, and noise gets cut to signal. We unpack the stories moving commodities, companies, and capital without the fluff. Featuring candid conversations with fund managers, executives, and commodity specialists. Hosted by Travis Ricciardo and Jonas Dorling.
Épisodes
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Here Comes the Scandium Supercycle (Koala) 17.07.2026 37minThe Koala is back on the show. Our favourite pseudonymous investor joins to unpack the most niche commodity story in the market: scandium, a metal with barely 80 tonnes of annual production that Bloom Energy's fuel cells have suddenly made indispensable to the AI buildout.With short sellers circling Bloom over its Chinese supply chain exposure, the timing couldn't be better.In this ep, the Koala covers:• How data centres turned the Bloom box from a marginal power solution into a must-have, and scandium into a bottleneck• Why the Hunter Brooke and Crossroads reports flag a real problem that is eminently solvable• What Western supply actually looks like, from Rio's Quebec circuit to the New South Wales scandium belt• Whether critical minerals are still commodities or now trade like defence primes…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Supply Chain Integrity(6:50) Substitution and Thrifting(13:20) Price Unlocks New Supply(19:30) Short Reports and the DC Angle(31:50) Risks and Wrap Up…………… PARTNERS Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… 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. -
Is It Too Late to Break China's Minerals Grip? (Henry Sanderson) 14.07.2026 46minHenry Sanderson, the author of Volt Rush and writer of the Volt Insight Substack has spent two decades reporting for the FT and Bloomberg, including seven years in Beijing. There are few better guides to China's grip on batteries and critical minerals.Fresh from a trip to China, Henry unpacks where the East versus West supply chain battle really stands.In this ep, Henry covers:• Where China's dominance sits after the Trump and Xi meeting, and why Europe is now bearing the brunt of its export machine• His wrong chart thesis: why China's share of demand matters more than its share of processing• How export controls on niche metals like yttrium caught Western industry off guard• The looming collision between profit-seeking Western capital and a sector with a demand problem…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) China Exports for Profit(6:40) Energy Storage Boom(14:50) The Wrong Chart Thesis(22:10) Export Controls and Rare Earths(33:20) New Chemistries and Wrap Up…………… PARTNERS Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… 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. -
Why Small Caps Are Trading Too Cheap (Matt Griffin) 10.07.2026 52minMatt Griffin is back. Two years on from his last chat with us, the Maple-Brown Abbott small caps PM returns to unpack a macro-dominated FY26 that saw 75% of active managers underperform the index.It's a full tour of the small cap resources landscape, from gold to uranium, aluminium and the mining services boom.In this ep, Matt covers:Why gold swelled to 18% of the small cap index, and why the coming quarterly season could disappointHis stock theses on Bellevue, Catalyst Metals and long-term holding Genesis MineralsUranium's brutal working capital cycle and why Paladin is his only exposure…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Small Caps Valuation Snapshot(10:00) Gold Stock Picks and Process(26:20) Why Paladin Stands Out(33:00) Alcoa Aluminium Bull Case(40:50) Mining Services Rerate(48:30) Tin and Rare Earths Wrap…………… PARTNERS Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… 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.
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The Battle for Leonora’s Final Act 07.07.2026 28minWe're back to where it all began. The Battle for Leonora. Undoubtedly, our favourite M&A saga, taking us back to where it all began. It’s as if things have come full circle with the announcement that Genesis will interrupt the Regis-Vault merger, making its own long-anticipated play to acquire Vault (in a “merger”). In this ep, we discuss: Is this Luke Tonkin's finest act Why didn't Genesis come to the party earlier Are the synergies real Will Genesis come back to disrupt this one …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Will Regis Return?(7:50) Matching Rights Game Theory(14:40) Volt Played It Perfectly(21:30) Deadlines, Break Fees, and Wrap…………… PARTNERS Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… 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.
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Discovery, Luck and the Thrill of the Chase (Mark Bennett) 03.07.2026 1h 15minExploration geologist Mark Bennett joins us for a conversation on his journey finding world-class ore bodies, from his start at Western Mining, through discoveries at Thunderbox and onto the staggering story of the Nova-Bollinger discovery.Mark shares stories from WMC, getting a taste for success at LionOre, the disaster at Apex that taught him how boards really work, and his deal with Mark Creasy that birthed Sirius. He relives the white-knuckle Nova discovery, drilled on the last holes they could afford, the 18-month dance with circling predators, battling Glencore on an offtake, and the IGO takeover.We get into:• Why big companies create the openings for small explorers• Riding LionOre from $40m to $7B• How disaster at Apex shaped the next steps• The iconic Nova-Bollinger discovery• Dancing with predators, tussling with Glencore, and the culminating takeover…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Why Mark Matters(8:30) Explorer Mindset Secret Sauce(16:40) Small Companies, Big Bets(25:20) LionOre Discovery Momentum(31:10) Apex Disaster Board Lessons(38:30) Meeting Mark Creasy(44:20) Nova Discovery Rollercoaster(55:40) Takeover Dance and Reflections…………… PARTNERS Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… 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.
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From Boom to Bust and Back (Ken Brinsden) 30.06.2026 1h 35minKen Brinsden joins us today to trace a remarkable career across the mining industry, from underground gold and Victorian mineral sands to building Atlas Iron and turning Pilbara Minerals into a lithium powerhouse.Ken shares his journey from the highest highs and down to the troughs, only to rise back up. From the debt & commodity cycle that stumped Atlas, to the brutal 2020 lithium downturn and the masterstroke acquisition of Altura out of receivership, plus the auctions that forced price changes on the market.We explore with him:• From Kalgoorlie roots to gold, mineral sands and iron ore• Atlas Iron’s rise, the debt trap, and lessons on raising early• Building Pilbara Minerals and the Altura receivership masterstroke• Patriot, Quebec, and why lithium demand is wildly underestimated…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Boomtown Careers Teaser(5:40) Atlas Iron Supercycle(12:00) Debt Lessons and Ports(24:20) Lithium Awakening(45:50) Ready for Altura(52:40) Team Sacrifice Culture(59:40) BMX Auction Price Discovery(1:10:50) Leaving for Shaka Juan(1:28:50) Demand Story Wrap Up…………… PARTNERS Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… 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.
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Hunting For Outliers (Tony Manini) 26.06.2026 1h 11minTony Manini joins us for a wide-ranging conversation on a career built around discovery, from leading the team that found Sepon in Laos to the wild ride of Oxiana/OZ Minerals and the founding of EMR Capital.Tony lays out his core belief that exploration and investing are fundamentally the same venture capital game — all about managing probabilities, sizing the prize, and having the discipline to cut losers early. He digs into the people he hires for, why the best opportunities show up countercyclically when nobody wants to know, and the story behind backing NexGen at 5 cents.In this conversation, Tony covers:• Why exploration and investing are both a probabilities game• Leaving Rio to join Oxiana and riding the cycle to OZ Minerals• Backing NexGen at 5 cents and the discipline of taking profits• How to evaluate junior mining companies more effectively• Countercyclical investing, search spaces, and his discovery framework…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Upsides and Cut Losses(6:10) Branding and Cost of Capital(15:10) Leaving Rio for Oxiana(23:20) Capital Markets Lessons(31:20) EMR Capital Origins(37:00) Incubating NexGen Energy(43:40) Andina and C3 Case Studies(55:20) Okvau Artisanal Myth(1:01:10) Seven Portfolio Picks…………… PARTNERS Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… 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.
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Time Arbitrage & Fourth Grade Math (Mike Alkin) 23.06.2026 1h 11minWe're joined by Mike Alkin of Sachem Cove to break down where we are in the uranium cycle, why his supply-driven thesis evolved, and what he thinks of the SMR and data centre hype.He digs into the broken price reporting that distorts the market, Kazakhstan's value-over-volume shift, the East-West bifurcation of supply, and how to think about a world-class asset like NexGen's Rook I in the trickiest part of the cycle.Plus, his contrarian plays in offshore drillers.• Why uranium’s supply shortage was structurally predetermined• How broken price reporting distorts the entire uranium market• Kazakhstan, the East-West split, and the return of supply discipline• Valuing NexGen’s Arrow deposit through the Lassonde Curve• Contrarian opportunities in offshore drillers and uranium equities…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Uranium Market Catch-Up(7:10) Kazakh Supply Myth(15:50) East vs West Uranium Split(31:00) RFPs and Broken Pricing(38:20) Broken Price Discovery(45:10) Valuing NexGen Arrow(53:00) Strategic Buyers and M&A(1:04:30) Offshore Drillers Thesis…………… PARTNERS Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… 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.
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The Oil Shock That Wasn't (Rory Johnston) 19.06.2026 48minOil analyst Rory Johnston joins to unpack a wild three months in the oil market, as an Iran deal is on the cusp of being signed and Brent bounces around. Rory walks through what actually moved the market, why prices underreacted to a major supply shock, and what it all means looking forward.• China’s import collapse: the biggest surprise of the crisis• How jawboning and volatility crushed bullish trader positioning• Backwardation vs contango, and what the curve signals• Why the outlook now looks structurally bearishRory Johnston Socials:X: https://x.com/Rory_JohnstonLinkedIn: https://www.linkedin.com/in/rorysjjohnston/…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Intro(6:10) China Demand Shock(14:10) Why China Stepped Back(21:20) Big Lessons for Oil(28:00) Next Months and Hormuz Risk(36:50) Niche Supply Chain Ripples(41:40) Producers and Supermajors Outlook…………… PARTNERS Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… 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.
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Deficits Drive Bull Markets (Sam Berridge) 16.06.2026 54minSam Berridge from Perennial is back after a wild first half of 2026. We run through just about every commodity under the sun.Gold's sold off, but the fundamentals haven't changed. What next? We also get into why the structural deficits he chases tend to survive the chaos, as well as the latest on the aluminium setup.In this one we cover:Gold's sell-off and the long-term thesisThe Iran war latest + oil and aluminium on a knife's edgeThe gold developers Sam likes and his 1 + 1 = 3 playsThe Elliott campaign shaking up Northern StarIndonesia running nickel like OPECThe niche metals nobody cared about until they vanished: tungsten, fluorine and moreWhy the capital gains tax changes will set us backA cracking chat covering the lot. Enjoy.Follow Sam:X - https://x.com/strikeextentLinkedIn - https://www.linkedin.com/in/sam-berridge-8150a02a/If you like hearing a fund manager who covers just about every commodity under the sun, subscribe for more.Episode recorded: 12/06/2026…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Market Chaos Check In(5:30) Rates, Inflation, and Gold(11:30) Small Caps, Gold, and Aluminum(19:00) Northern Star and the Elliott Campaign(32:40) Copper Picks and Jurisdictions(39:00) Nickel and Indonesia(43:00) Lithium's Quiet Bull Market(49:00) Uranium and Wrap Up…………… PARTNERS Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… 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.
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Buying Gold Miners When Everyone is Selling 12.06.2026 59minChase Taylor and Zach Abraham from Bulwark Capital join the show to unpack a world turned upside down. The pair walk through why oil could be mispriced by $30 or more, how cheap drones and missiles have rewritten the global security picture, and why the debasement trade is only taking a breather.We also dig into the quiet detente between the US and China, the "electric stack" thesis spanning drones, EVs, solar and robotics, the West's regulation problem, and the nuclear renaissance. Plus the metals capturing their attention right now: nickel, aluminium, copper and gold.Follow Chase and Zach:Chase's macro research: https://www.pineconemacro.com/Zach on X - https://x.com/KYRRadioBulwark Capital - https://bulwarkcapitalmgmt.comZach & Chase's podcast: https://www.youtube.com/ @knowyourriskpodcast …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Preview & The Director's Special(2:00) Iran and the macro fallout(7:25) The debasement trade takes a breather(16:45) Playing oil: ETFs, producers and refiners(19:30) Zach on getting the Iran call wrong(27:25) The quiet US-China deal(33:35) The electric stack(36:25) Can the West actually get competitive?(44:50) Nuclear's bipartisan moment(49:25) Regulatory capture choking the West(52:05) Nickel and aluminium(54:00) Gold and copper…………… PARTNERS Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… 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.
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The $1.6 Billion Bet on Hard Assets (James Davolos) 09.06.2026 58minWe've wanted to have this conversation for 3 years.Our guest today is James Davolos of Horizon Kinetics, the New York-based deep value firm managing over US$11.5B across a range of contrarian strategies, where James runs the ~$1.6B Inflation Beneficiaries mandate.The core reason for wanting to speak with James is that he's responsible for fundamentally changing how we view the hard asset market, and what constitutes a great business in this part of the world.With us, James covers:Why we're in the early innings of a long-term, structurally higher inflation regimeThe investment case for capital-light real assets with pricing power & minimal reinvestment needsWhy the best time to buy royalty companies is when funding markets are breaking downHow scarce assets are priced differently across precious metals, industrial metals and energyWhy stock exchanges are royalty businesses in disguiseFollow James:LinkedIn: https://www.linkedin.com/in/james-davolos-0a1a9a44/Website: https://horizonkinetics.comEpisode recorded: 09/06/2026…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Higher Inflation Thesis(4:30) Horizon Kinetics DNA(9:10) Zero Rates Distortions(15:00) Tech Duration Meets Reality(23:20) Capital Light Real Assets(28:00) Royalty Multiples Explained(40:30) Streams and Portfolio Build(50:30) Exchanges, Crypto, and Wrap…………… PARTNERS Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… 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.
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The 3 Trades That'll Win the Next Decade (Michel Mamet) 05.06.2026 33minMichel Mamet started his fund on 3 key pillars. Gold, energy, and resources. His strategy has returned ~90% since inception 18 months ago.In this conversation, Michel walks through the three foundations of the fund, why he built it to invest globally from day one, and why he sees Australia as an increasingly difficult place to deploy capital. We get into the mechanics of the recent gold sell-off, his view that the Strait situation is far more significant than markets are pricing, the energy-as-economy thesis, and where he sees the best copper and gas exposures globally.Topics covered:From banking to launching GERAFThe macro drivers behind gold's third bull market since the '70sHow the Hormuz disruption is triggering a gold liquidity squeezeGas over oil: Why Michel sees a longer runway for gasWhat the majors investing offshore tells us about Australia's investment climateFollow Michel: LinkedIn - https://www.linkedin.com/in/michel-mamet-b6541518/ Website - https://www.geraf.com.auEpisode recorded: 03/06/2026If you found this useful, subscribe to Money of Mine for more conversations with the people who shape the global resources sector.…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Meet GERAF Fund(5:40) Why Gold, Energy, & Resources(11:10) Global Mandate & Australia(16:40) Gold and Energy Macro(25:10) Uranium, Copper, and Closing…………… PARTNERS SS&C Intralinks - Powering deals with unmatched security and efficiency Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… 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.
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Whitehaven's Big Bet (Paul Flynn) 02.06.2026 1hPaul Flynn has spent 13 years building Whitehaven Coal into one of Australia's most consequential resources companies. He's joined us to share the story.From a deal many considered one of the best in recent mining history, to the structural shift in coal's floor price, to why India is quietly becoming the world's most important met coal growth market, we're excited to share our conversation with one of the sector's most respected operators.Paul also takes on Queensland's royalty regime and what it really means for capital allocation in Australian resources.If you have any interest in coal, commodities, or how world-class resource businesses actually get built, you'll enjoy this.Follow Paul:LinkedIn: https://au.linkedin.com/in/paul-flynn-27638319If you found this useful, subscribe to Money of Mine for more conversations with the people who shape the global resources sector.…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Why Coal Fascinates Us(0:40) Newcastle Trip Value Chain(5:10) Paul Flynn Joins the Show(6:10) Coal Cycles, ESG, and Whitehaven Deals(11:32) Today's energy grid(17:25) The Big Deal(32:40) Becoming CEO and Delivering Synergies(34:30) Maules Creek Scale and Logistics(38:20) Debt Strategy and Queensland Royalties(45:30) Met Coal Growth and Closing Thoughts…………… PARTNERS SS&C Intralinks - Powering deals with unmatched security and efficiency Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… 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.
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Inflation Is the Only Escape (Chris Judd) 29.05.2026 1h 3minTo understand the commodity moves, you need to understand the macro.Chris Judd joins us to dive deep into the big picture.Founder & portfolio manager at Cerutty Macro Fund, Chris' perspective and model for navigating the world helps us break down many of the big themes in markets today. Chris covers:Why the Strait dynamics may reflect US strategic intent - and what naval choke points mean for China’s commodity leverageWhy the US may only solve its debt via inflationWhy he sees Australian stagflation, and the impact of higher rates on small-cap stocksHis highest conviction positions - and the shared hard-asset exposure linkFollow Chris:LinkedIn: https://au.linkedin.com/in/chris-judd-3897611b3If you found this useful, subscribe to Money of Mine for more conversations with the people actually allocating capital in the resources sector.…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Macro Show Kickoff(1:40) Conference Circuit Chat(3:30) Geopolitics, Debt, and Inflation(15:40) Macro to Stock Picks(35:00) Viridis Valuation Rerate(37:00) Mining Services Picks: AIH, MLG(41:30) Macro Hedges and Currency View(57:50) Rapid Fire Wrap and Signoff…………… PARTNERS SS&C Intralinks - Powering deals with unmatched security and efficiency Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… 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.
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The End for Australian Exploration? 26.05.2026 58minThe Federal Budget has dropped a bombshell on the mining and exploration sector.Proposed CGT changes could leave a generational mark on the industry, the economy, and everyday Australians.We sat down with the people best placed to explain it.Warren Pearce & Neil van Drunen from AMEC (Association of Mining and Exploration Companies) represent 500+ exploration and mining companies across Australia.They unpack what's really at stake.Why the proposed CGT changes could gut the retail investor baseAre we picking winners with the Critical Minerals Strategic ReserveHow cultural heritage compliance costs have risen more than 50% since 2023The agreement expected by year-end that could halve federal environmental assessment timeframesFollow Warren and Neil:LinkedIn (Warren Pearce): https://www.linkedin.com/in/warren-pearce/LinkedIn (Neil van Drunen): https://au.linkedin.com/in/neilvandrunenIf you found this episode useful, subscribe to Money of Mine for more conversations at the intersection of capital markets, mining, and Australian resources policy.…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Budget Shock and CGT Fallout(3:30) Risk Capital and IPO Reality(9:20) Canberra Fight and EPBC Reforms(17:20) Cultural Heritage Bottlenecks(31:30) Flora and Fauna Approval Bottlenecks(38:20) Carbon Leakage and Ethical Supply(41:30) Critical Minerals Reserve Debate…………… PARTNERS SS&C Intralinks - Powering deals with unmatched security and efficiency Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… 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.
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This is a Hard Reset Moment (Emanuel Datt) 22.05.2026 1h 10minEmanuel Datt (founder & CIO of Datt Capital) has been selling.He's now at 30%+ in cash. The Datt Absolute Return Fund has compounded at over 17% pa for near a decade. The Strait of Hormuz shutdown marked a hard reset of the portfolio. We've got lots to discuss.In this conversation, Manny covers:Why the Iran War triggered a full portfolio resetHis decisive rotation into refiners and thermal coal businessesHow he thinks about holding 30% cash and waiting for the fat pitchesThe big opportunity he sees in the next monthWhat the most overlooked setups in the market are right nowHis worst-ever call+ Under-rated versus over-rated.Follow Manny:X: https://x.com/eadattLinkedIn: https://www.linkedin.com/in/emanuel-ajay-datt-60299786/If you found this useful, subscribe to Money of Mine for more conversations with the people who actually allocate capital in the resources sector.…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Intro and Lithium Pricing(1:50) Datt Hard Reset and Energy Tilt(10:30) Refiners, Coal, and Multiples(28:40) Cash Discipline and Activism(41:20) Consolidation and Management Edge(44:50) Lithium Developers and Price Outlook(47:50) Tungsten, Tin, and Nickel Rabbit Holes(59:10) AI Tech Thesis and Final Rapid Fire…………… PARTNERS SS&C Intralinks - Powering deals with unmatched security and efficiency Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… 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.
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The Most Overlooked Commodity Opportunity? (Vas Piperoglou) 19.05.2026 56minIn today's episode, we're joined by value investor Vas Piperoglou.Vas is the co-founder and chief investment officer of Collins St Asset Management. He runs one of Australia’s most consistently high-performing value investment firms, with a knack for starting special situations funds in markets near and dear to our hearts. Collins St has played 3 resource capital cycle thematics. All three worked out to a tee. We explore with him what's next.Vas runs us through:Why he has returned most the money from the gold fundWhat silver going parabolic told himThe full backstory behind the Matrix takeover - and if he's buying back into offshore serviceWhy Carnarvon remains a deeply frustrating but asymmetricHow the Humm Group activist campaign is trackingA totally hidden monopoly trading at 6x earnings with a 10% dividend yield - Nasdaq listedWhy the almond supply cycle is tantalisingFollow Vas on LinkedIn: https://www.linkedin.com/in/vasilios-piperoglou-3122a3225If you found this useful, subscribe to Money of Mine for more conversations with the people who actually allocate capital in the resources sector.…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Gold Cycle Reality Check(5:50) Capital Cycles and Fund Structure(8:40) Matrix Deal and Oil Services M&A(17:10) Oil Outlook, Carnarvon, and Activism(28:20) Humm Activism Endgame(30:50) Convertible Notes Overhang(35:30) Global Value Picks: Kaspi(50:10) Almonds Thesis and Wrap…………… PARTNERS SS&C Intralinks - Powering deals with unmatched security and efficiency Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… 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.
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The Gold M&A Wave Has Started (Hedley Widdup) 15.05.2026 1h 5minA absolutely favourite guest is back - Hedley Widdup of Lion Selection.Leading one of the industry's sharpest specialist mining investors, we work through the state of the gold stocks, where capital is moving, and what the cycle looks like from the inside.Hedley runs a portfolio of junior miners and explorers built on a foundation as a mine geologist across WMC, Xstrata and Goldfields. He thinks in cycles and deploys slowly and deliberately.In this conversation, Hedley covers:What the Vault/Regis merger actually signals about ASX gold M&A, and why succession at Vault was always the unspoken rationaleWhy Regis's real ambition may be acquiring 70% of TropicanaWhat he is most excited by in the exploration spaceWhere the clock sits today and how he plans to deploy cashThe frontier exploration thesis and why a new district on the NT/QLD border could be genuinely significantWhy Sunshine's Sybil discovery has the rare profile to double its valueHis read on Southern Cross Gold $2.8B market capFollow Hedley:LinkedIn: https://www.linkedin.com/in/hedleywiddup/If you found this useful, subscribe to Money of Mine for more conversations with the people who actually allocate capital in the resources sector.…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Intro(2:00) Vault-Regis Merger Breakdown(19:00) Developers and New Financing(29:20) Refractory Gold and Exploration Bets(36:30) Sunshine Metals Upside(41:00) Charters Towers Debates(46:40) Northern Territory Revival(59:20) Cycle Strategy Wrap…………… PARTNERS SS&C Intralinks - Powering deals with unmatched security and efficiency Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… 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.
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Australia's Power Grid Is About to Break (Matt Fist) 12.05.2026 56minToday's episode is with the great Matthew Fist, portfolio manager at Firetrail Investments, where he focuses on Aussie small-cap resources and industrials.Fresh off the Macquarie conference floor, Matt brings his technical expertise, honed in previous roles at Macquarie and BHP, to the table as we chat through a raft of companies and commodities.The topics discussed include:What Aussie funds are all talking about right nowGold M&A and Genesis MineralsHow AI-driven power demand is re-shaping thermal coalRare earths and LynasThe hunt for copper opportunitiesThe commodities Matt thinks the market has most wrongFollow Matt:LinkedIn: https://www.linkedin.com/in/matthew-fist-53191a36/ Firetrail: https://firetrail.com/Episode recorded: 08.05.2026…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Hype Cycle Setup(1:00) Gold M&A and Genesis(6:50) AI Data Centers and Coal(18:20) Gold Juniors and Royalties(32:10) Copper Value Picks(33:30) Hillgrove Revisited(36:50) Lithium and Tungsten Cycles(46:10) Energy Outlook and Wrap…………… PARTNERS SS&C Intralinks - Powering deals with unmatched security and efficiency Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… 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.
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