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.
Bölümler
-
How Ross Beaty Built Eleven 10 Baggers 16.09.2026 52dkRoss Beaty's track record is one of the most elite you'll ever see in mining.Founder of Pan American Silver, creator of the Lumina group of companies, and again founder of Equinox Gold.He's in the pantheon of biggest wealth creators in our sector. We wanted to learn how he did it.In this episode, Ross covers:• The chart that convinced him to buy every copper deposit in the Americas in 2002• Losing Fruta del Norte to Lukas Lundin, and what he bought for $3m instead• Getting the Ducat silver deposit taken off him in Russia• What he regrets selling most• Why he thinks the critical minerals mania will completely collapse, and what smart investors should be doing now…………… TIMESTAMPS (0:00) Why Ross Beaty Matters(7:20) Copper Sine Wave Bet(19:20) Ecuador Deals and CMOC(25:40) Financing the Lumina Model(37:50) Buying Frameworks and Terms(44:30) Metal Bull Market Warning(51:20) Closing Thanks and Wrap…………… Join 19k+ 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: • Sandvik Ground Support – The only ground supportyou’ll ever need• Titan Recruitment – Specialists in engineering and technology recruitment• Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial• SS&C Intralinks – Powering deals with unmatched security and efficiency• Exceed Capital – Diversify your portfolio with Exceed’s property trusts…………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod• LinkedIn | Instagram | Facebook • Travis Ricciardo: @TRAVmoneyofmine • Jonas Dorling: @JDmoneyofmine • Email us Word on the Decline: [email protected] …………… DISCLAIMER All information in this podcast is for education andentertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. -
We Asked David Finch About 8 Polarising Mining Stocks 12.09.2026 44dkGold, copper, tungsten, antimony, macro, micro… we cover it all in this ep with David Finch. We’ve got one of the sharpest operators in the commodity investment landscape on the show today. He joins us to chat through: Commodities from a macro lens The cost pressures facing companies What margins are looking like How equities have performed against the underlying + a heap of the companies he follows closely …………… TIMESTAMPS (0:00) Hot Streak in Miners(2:30) Gold Bull Case Stages(5:30) Why Gold Stocks Outperform(8:00) Barrick Strategy Questions(10:50) M&A Discipline Debate(14:10) Costs, Diesel, and Inflation(18:40) Energy Metals Copper Run(24:50) Rapid Fire Company Takes(40:50) Wrap Up, Risks, and Thanks…………… Join 19k+ 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: • Sandvik Ground Support – The only ground supportyou’ll ever need• Titan Recruitment – Specialists in engineering and technology recruitment• Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial• SS&C Intralinks – Powering deals with unmatched security and efficiency• Exceed Capital – Diversify your portfolio with Exceed’s property trusts…………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod• LinkedIn | Instagram | Facebook • Travis Ricciardo: @TRAVmoneyofmine • Jonas Dorling: @JDmoneyofmine • Email us Word on the Decline: [email protected] …………… DISCLAIMER All information in this podcast is for education andentertainment purposes only and is of general nature only. Please ensure you read our full disclaimer.
-
20 Stocks for the Next 20 Years (Rupert Mitchell) 09.09.2026 50dkRupert Mitchell spent 25 years on the sell side, running equity capital markets desks for Citi and Goldman in Hong Kong and taking hundreds of companies public, including none other than Glencore. Now was the perfect time to have him on the show as he's just finished the resources sleeve of a portfolio built to be held until 2046. We don't believe mining stocks are meant to be owned for 20 years - which is precisely what makes the exercise interesting.Rupert covers:• The systematic screen that spat out Vale, Anglo and didn't deliver a single copper stock• Why Agnico scored worse than Newmont (stale price decks!)• Glencore as his captain's call• Why he stepped away from uranium this year• How he works energy companies into the mixUS$135 off Blind Squirrel Macro Subscription: https://www.blindsquirrelmacro.com/moneyofmine…………… TIMESTAMPS (0:00) Can You Hold Miners?(4:10) China Capitalism Reality(10:20) Scoring Resources Stocks(15:20) Glencore Deep Dive(32:00) China Tech and Energy Bets(47:00) Wrap Up, Picks, and Disclaimers…………… Join 19k+ 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: • Sandvik Ground Support – The only ground supportyou’ll ever need• Titan Recruitment – Specialists in engineering and technology recruitment• Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial• SS&C Intralinks – Powering deals with unmatched security and efficiency• Exceed Capital – Diversify your portfolio with Exceed’s property trusts…………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod• LinkedIn | Instagram | Facebook • Travis Ricciardo: @TRAVmoneyofmine • Jonas Dorling: @JDmoneyofmine • Email us Word on the Decline: [email protected] …………… DISCLAIMER All information in this podcast is for education andentertainment purposes only and is of general nature only. Please ensure you read our full disclaimer.
-
Why Great Mining Projects Still Fail (Brock Salier) 05.09.2026 58dkWe sat down with Brock Salier to dig into his experience getting projects funded, reflecting on who made it and who didn't. We walked through colourful examples of why some countries worked for projects while others didn't, which commodities seemed destined for greatness yet failed, and what the details were that actually mattered for project success. From Burkina to Cambodia, Guyana to Congo, and graphite to lithium to nickel and more, we cover it all. Plus, what commodities & countries to look out for next. Tune in to avoid the mistakes of the past. …………… TIMESTAMPS (0:00) Spicy Jurisdictions Mindset(8:30) Acid Economics, SOP, and Reagents(15:50) Iron Ore Boom and Logistics Nightmares(23:50) Elite Mine Builders(30:10) Debt Versus Equity Basics(37:60) Lithium Brines to Hard Rock(45:10) Nickel Sulfides Versus Laterites(50:20) Uranium Cycles and Big Finds(56:00) PGMs, South Africa, and Wrap…………… Join 19k+ 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: • Sandvik Ground Support – The only ground supportyou’ll ever need• Titan Recruitment – Specialists in engineering and technology recruitment• Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial• SS&C Intralinks – Powering deals with unmatched security and efficiency• Exceed Capital – Diversify your portfolio with Exceed’s property trusts…………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod• LinkedIn | Instagram | Facebook • Travis Ricciardo: @TRAVmoneyofmine • Jonas Dorling: @JDmoneyofmine • Email us Word on the Decline: [email protected] …………… DISCLAIMER All information in this podcast is for education andentertainment purposes only and is of general nature only. Please ensure you read our full disclaimer.
-
9 Mining Investing Rules We Learnt the Hard Way 02.09.2026 28dkWe've all made stupid mistakes punting on mining stocks. We don't want to make any more.So we're airing the decisions that cost us dearly, and what they taught us.9 rules, learnt the hard way. Here are the howlers behind them:• Jupiter and the manganese squeeze of 2024• Fund managers refusing to utter the words "Gascoyne Resources"• Strandline's MD jumping ship during ramp up• Torque, lithium mania, and why a market order can wait• Genesis, Sandfire and Cameco outrunning the juniors…………… TIMESTAMPS (0:00) Intro(1:00) Rule #1(3:20) Rule #2(6:20) Rule #3(8:20) Rule #4(11:40) Rule #5(15:20) Rule #6(18:20) Rule #7(21:10) Rule #8(25:30) Rule #9…………… Join 19k+ 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: • Sandvik Ground Support – The only ground supportyou’ll ever need• Titan Recruitment – Specialists in engineering and technology recruitment• Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial• SS&C Intralinks – Powering deals with unmatched security and efficiency• Exceed Capital – Diversify your portfolio with Exceed’s property trusts…………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod• LinkedIn | Instagram | Facebook • Travis Ricciardo: @TRAVmoneyofmine • Jonas Dorling: @JDmoneyofmine • Email us Word on the Decline: [email protected] …………… DISCLAIMER All information in this podcast is for education andentertainment purposes only and is of general nature only. Please ensure you read our full disclaimer.
-
The 11 Gold Takeovers to Happen Before 2027 29.08.2026 54dkIt's prediction time. We get the whiteboard out and chalk up our starting 11 of the most likely deals the gold market serves up before the year is out. The parameters are wide, the timeline is short. Let us know what surprised you, what we missed and what you think. …………… TIMESTAMPS (0:00) Intro(2:00) Deal #1(7:40) Deal #2(11:50) Deal #3(15:50) Deal #4(23:10) Deal #5(27:20) Deal #6(31:50) Deal #7(37:30) Deal #8(40:50) Deal #9(47:20) Deal #10(48:00) Deal #11(52:10) Outro…………… Join 19k+ 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: • Sandvik Ground Support – The only ground supportyou’ll ever need• Titan Recruitment – Specialists in engineering and technology recruitment• Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial• SS&C Intralinks – Powering deals with unmatched security and efficiency• Exceed Capital – Diversify your portfolio with Exceed’s property trusts…………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod• LinkedIn | Instagram | Facebook • Travis Ricciardo: @TRAVmoneyofmine • Jonas Dorling: @JDmoneyofmine • Email us Word on the Decline: [email protected] …………… DISCLAIMER All information in this podcast is for education andentertainment purposes only and is of general nature only. Please ensure you read our full disclaimer.
-
Why The Gold Bid Isn't Going Away (Jacob Shapiro) 26.08.2026 53dkEverything in commodities over the past few years has been driven by geopolitics. So today we're going deep on it with one of the best in the business: Jacob Shapiro.The Inflation Reduction Act, the US-China trade war, Washington taking a stake in MP Materials, Argentina reopening, Indonesia's nickel dominance. None of it makes sense without the politics behind it.Jacob co-founded Geopolitical Futures with George Friedman, ran the Operations Centre at Stratfor, and now heads geopolitical analysis at Cognitive Investments in New Orleans. He's also one half of the fantastic Geopolitical Cousins podcast alongside Marko Papic.In this conversation: • Why the gold run isn't finished • Energy: the great deflationary force still to come? • Signal versus noise on Iran, Russia-Ukraine, and what to watch next • Why China doesn't actually want the renminbi as the global reserve currency • What Australia should do about all of it+ How to shape your views in this multi-polar world…………… TIMESTAMPS [0:00] Introducing Jacob Shapiro[1:50] US Deficits and Gold Surge[10:20] Geopolitics Framework and Multipolar Shift[18:00] Signal vs Noise and Reserve Currency Debate[26:10] Taiwan Slow Absorption[39:30] US Constraints and Unipolar Hangover[48:20] Contrarian Takes and Wrap…………… Join 19k+ 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: • Sandvik Ground Support – The only ground supportyou’ll ever need• Titan Recruitment – Specialists in engineering and technology recruitment• Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial• SS&C Intralinks – Powering deals with unmatched security and efficiency• Exceed Capital – Diversify your portfolio with Exceed’s property trusts…………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod• LinkedIn | Instagram | Facebook • Travis Ricciardo: @TRAVmoneyofmine • Jonas Dorling: @JDmoneyofmine • Email us Word on the Decline: [email protected] …………… DISCLAIMER All information in this podcast is for education andentertainment purposes only and is of general nature only. Please ensure you read our full disclaimer.
-
Weekly Wrap + The Canyon Conspiracy 22.08.2026 55dkWe spent the week pulling apart Canyon Resources, and what came out is the sort of story that should worry anyone who has ever held a minority stake in a single asset developer. A billion tonne bauxite project in Cameroon, a fully funded announcement, and then $170m of equity at 26 cents that simply never arrived.Four months later the controlling shareholder was offering those same minorities five cents. In this ep, we discuss:- The Canyon expose- Regis burying a $240m catch-up tax payment, and why quarterly cash builds now flatter every goldie- The dividend round: Alkane's first-ever payout, Genesis surprising, and Northern Star's buyback that probably never completes- Ausgold going to OceanaGold, and why the marginal buyer is no longer the Aussie mid-tier- Mt Cattlin M&A goss- Lindian's red flag- Copper's all time run…………...… DIRECTOR'S SPECIAL EMAIL Join 18k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) September Kickoff(4:40) Bauxite Project Basics(8:10) Funding Package Announced(14:00) Approval Delays Mount(19:00) March Vote Bombshell(28:10) Canyon Control Squeeze(37:40) Dividends, Taxes, and Costs(47:10) M&A and OzGold Wrap…………… PARTNERS Sandvik Ground Support – The only ground support you’ll ever need Titan Recruitment – Specialists in engineering and technology recruitmentFocus 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.
-
Six Opinions, Five Geologists 18.08.2026 1sa 12dkA few beers with a geologist (Alexander Zanier) turned into a wide-ranging conversation on exploration, investing and the people behind the mining industry.We talk about what separates great geologists from average ones, why some juniors waste capital, where the next discoveries might come from, the role of majors and government in funding exploration, and a few mining stocks and regions that have caught Alex’s attention.…………...… DIRECTOR'S SPECIAL EMAIL Join 18k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS 0:00 - What Makes Great Geos3:30 - Alkane and the Boda Bug9:00 - Science-First Exploration Teams17:50 - Educating Investors21:50 - Funding Undercover Discoveries27:40 - Majors and Government Support32:30 - Camp Life and Going the Extra Mile42:00 - Financialization and Tickers49:50 - Mining Stories and Environmental Liabilities56:30 - Talent Pipeline and Market Punts1:02:40 - Eastern States Gold and ESG Drilling1:06:30 - Capricorn and WA Mid Tiers1:08:20 - Consolidation and Smarter Spending1:10:30 - Industry Optimism…………… PARTNERS Sandvik Ground Support – The only ground support you’ll ever need Titan Recruitment – Specialists in engineering and technology recruitmentFocus 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.
-
Everything in Resources Is Cheap (Rob Mullin) 15.08.2026 1sa 1dkRob Mullin returns, a year on from his last visit. The founder and CIO of Marathon Resource Advisors in San Francisco has been investing in natural resources since the early 1990s, running a long short book built around cash flow and dividends rather than stories.We check in on the predictions he made last time, then work through what a genuinely multipolar world does to supply chains, correlations and the case for owning resources.In this ep, Rob covers:Why a 30 to 50% drawdown in precious metals equities was exactly what the doctor ordered, and how Agnico got to its cheapest relative PE in company historyThe rare earths arbitrage: what happens when governments throw tens of billions at a sector used to surviving on tens of millionsRiding tanker rates from $30,000 a day to $300,000, and why he is now rotating toward dry bulkQuickfire takes on nickel, PGMs, tin, tungsten, vanadium and silver versus gold…………...… 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) Welcome and Rob Returns(6:30) Gold Selloff and Reserve Shift(13:50) Government Push and Multipolar Supply Chains(32:20) Hard Assets Portfolio Mix(38:40) Non-Consensus Resource Plays(47:30) Scaling and Position Sizing(57:10) Gold vs Silver Decision(58:50) Lithium Outlook 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.
-
All You Need to Know About Diggers 2026 07.08.2026 42dkWe watched over ten hours of Diggers & Dealers presentations so you don't have to. Here's what we learned - in 30 minutes.What are the standout stories? Who missed? What were the best moments? We get into it.A freudian slip in the Regis' presentation?Why Bellevue stands out from the packWhat's the attraction with GreatlandNorthern Star's unitless cost chart, + what was left unsaidThe great trade at PLSStocks covered: PLS LTR CXO WC8 BGO NST RRL GMD VAU GHM MM8 ALK GGP CMM SLS TCG GFI.J WA1 K92 FEX PRU PDI…………...… 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] Diggers Recap Setup[8:30] Wildcat in PLS Orbit + Liontown[13:48] Golden Horse's comic relief... but what's next?[16:20] Regis vs Genesis & Vault[20:15] Big Spend at Havieron and Telfer - Greatland[23:59] Bellevue weathering the storm[28:40] African Attraction - Turaco, PDI & Perseus[29:27] Premium valuation... in PNG?[35:20] Northern Star KCGM Scrutiny[38:00] Alkane, Sweden, 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.
-
How to Spot a 20-Bagger Early (Rob Cohen) 01.08.2026 39dkRob Cohen has been on our wish list for a long time. A metallurgical engineer who has spent nearly three decades at 1832 Asset Management in Toronto, he runs the Dynamic Precious Metals Fund and is often the first institution to appear on the register of an emerging Australian gold developer, usually buying on market rather than waiting for a placement.Timed for those heading to Diggers, this one is a tour through the calls that built the track record, and the process behind them.In this episode, Rob covers:Getting into Spartan at 40 cents and Northern Star at a dollar, and what he saw that others couldn't.The Larvotto meeting where he pulled up Perpetua's resource on his iPad and realised he was looking at twenty times the antimony grade.Why Mali, Burkina Faso and Mexico are out, and the "family holiday test" he applies to jurisdiction risk.Snowline and Great Bear, and what makes a deposit a geological freak show.…………...… 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) Diggers Trip Intro(7:20) Not an Index Hugger(14:40) Big Winners: Northern Star(22:20) Founders: Lovato, Snowline, and Great Bear…………… 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.
-
Forrestania’s Paper Empire 30.07.2026 44dkForrestania Resources has gone from a 1c shell to a $600 million company through an extraordinary run of 16 deals in 14 months. But its recommended takeover of Zenith Minerals is now facing scrutiny from the Takeovers Panel, raising questions around timing, disclosure, director acceptances and a massive equity raising that followed the bid.We walk through the chronology, the key players, why the Edna May acquisition changes everything, and whether this ultimately ends with a sweeter offer for Zenith shareholders.…………...… 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) Corporate Battle Teaser(7:50) Hungry Mills Need Ounces(17:10) MD Accepts Day One(28:20) Takeovers Panel Showdown(41:10) What Happens Next…………… 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.
-
Developers Are Generationally Cheap (Darren McLean) 25.07.2026 1sa 20dkDarren McLean is back. A longtime mining investor, Muddy Waters consultant and Chairman of Mayfair Gold, Darren has spent his career hunting dislocations in the development space, and he argues developers are now the cheapest he has ever seen.We get into why the setup is so unusual: quality assets trading at a fraction of NAV, a permitting environment that has finally turned, and a market he thinks is heading for a construction cycle rather than the M&A wave everyone keeps waiting for.In this ep, Darren covers:• Why development companies are trading at generationally cheap multiples, and what has to go right to unlock them• Why he expects a construction cycle, not an M&A cycle, and why execution is the best rewrite in mining after discovery• The "propensity for violence" in gold equities and how he positions to weather it• The Detour Lake case study, and why majors keep selling the bulk assets that become their rivals' crown jewels…………...… 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) Developers Are Generationally Cheap(7:50) M&A Stalls, Construction Wins(20:00) Portfolio Sizing in a Target-Rich Market(29:10) Volatility Hedging and Copper Rotation(41:00) Osisko Metals Freight Train(49:30) Snowline: The Inevitable Mine(1:13:10) Why Majors Aren’t Buying Bulks…………… 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.
-
Here Comes the Scandium Supercycle (Koala) 17.07.2026 37dkThe 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 46dkHenry 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 52dkMatt 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.
-
The Battle for Leonora’s Final Act 07.07.2026 28dkWe'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.
-
Discovery, Luck and the Thrill of the Chase (Mark Bennett) 03.07.2026 1sa 15dkExploration 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.
-
From Boom to Bust and Back (Ken Brinsden) 30.06.2026 1sa 35dkKen 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.
Benzer podcastler
Şurada popüler
Bu podcast şu ülkelerin podcast listelerinde de yer alıyor.
