Money of Mine
Where mining meets financial markets. We break down the news that matters to investors and industry, without the fluff.
Latest episodes
Jul 3, 2025 ⢠37min
We Surprise Call 3 Fund Managers....
We went a bit rogue today with a completely different dailyepisode style.Financial markets, mining and commodities are at a fascinating inflection point, and we wanted to hear what some of the smartest people in markets are thinking. So we called them.This episode is packed with thoughts and ruminationsfrom Russell âRustyâ Delroy, Dan Porter and Tom Woolrych, who opened up on global macro, hunting for value, coal markets, and a bunch of explorers looking for the next big find..âŚâŚâŚâŚâŚTIMESTAMPS(00:00) Improvising a show(01:42) Phonecall #1 - Rusty(20:17) Phonecall #2 - Dan Porter(24:52) Phonecall #3- Hedley Widdup(25:09) Phonecall #4- Tom WoolrychâŚâŚâŚâŚâŚJoin 12k+ subscribers to the â â â â â â â â â â â â â â Directorâs Specialâ â â â â â â â â â â â â â : one daily email with all the news that matters in mining âŚâŚâŚâŚâŚPARTNERSThank you to the mining services businesses that make this content possible: â â â â â â â â â â â â â â Mineral Mining Servicesâ â â â â â â â â â â â â â â Your preferred mining contractor - 1300 546 117 â â â â â â â â â â â â â â Groundedâ â â â â â â â â â â â â - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: pn@groundedgroup.com.au â â â â â â â â â â â â â â Sandvik Ground Supportâ â â â â â â â â â â â â â â The only ground support youâll ever need relevant â â â â â â â â â â â â â â Cross Boundary Energyâ â â â â â â â â â â â â â â Independent power producer for the global mining industry | tim.taylor@crossboundary.com +61 466 184 943 âŚâŚâŚâŚâŚFOLLOW & CONNECT⢠YouTube: â â â â â â â â â â â â â â @MoneyofMineâ â â â â â â â â â â â â â ⢠Twitter / X: â â â â â â â â â â â â â â @moneyofminepodâ â â â â â â â â â â â â â ⢠â â â â â â â â â â â â â â LinkedInâ â â â â â â â â â â â â â | â â â â â â â â â â â â â â Instagramâ â â â â â â â â â â â â â | â â â â â â â â â â â â â â Facebookâ â â â â â â â â â â â â â ⢠Travis Ricciardo: â â â â â â â â â â â â â â @TRAVmoneyofmineâ â â â â â â â â â â â â â â ⢠Jonas Dorling: â â â â â â â â â â â â â â @JDmoneyofmineâ â â â â â â â â â â â â â â ⢠Email us Word on the Decline: gc@moneyofmine.comâŚâŚâŚâŚâŚJOIN THE GROUP CHAT⢠Step 1: Join the â â â â â â â â â â â â â â Money Miners Facebook Groupâ â â â â â â â â â â â â â ⢠Step 2: Request access to the â â â â â â â â â â â â â â HOOTEROO chatâ â â â â â â â â â â â â â âŚâŚâŚâŚâŚDISCLAIMERAll information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our â â â â â â â â â â â â â â full disclaimerâ â â â â â â â â â â â â â .
Jul 1, 2025 ⢠42min
Undervalued Copper, Twitter Activism and IperionX with Hank Ruehl
We mix things up today with a daily show and interview allin one as weâre joined by Hank Ruehl, who is a natural resource investor through the fund he founded, Sierra Morena Capital.We dive into the latest escalations in the Rack Attack, withKinterra and CAML falling over for New World, before heading up to Sudbury to take a look at Magna Mining, which has consolidated some forgotten mines.Next, we unpack the highly dramatic fight for an outcome atTNR Gold, which sits on 2 great royalties. To wrap things up, we peel back the curtain on IperionX, the titanium producer play which is gathering steam in America.You can connect with Hank Ruehl on Twitter: @HankRuehl.âŚâŚâŚâŚâŚTIMESTAMPS (00:00) Introduction(03:03) The Rack Attack - Update(07:17) Competitive tension for US assets(09:35) Value in Magna Mining(16:56) The draw of restart plays(19:20) Twitter activism to unlock TNR Goldâs value(33:38) IperionX â the Westâs new titanium champion?âŚâŚâŚâŚâŚJoin 12k+ subscribers to the â â â â â â â â â â â â â Directorâs Specialâ â â â â â â â â â â â â : one daily email with all the news that matters in mining âŚâŚâŚâŚâŚPARTNERSThank you to the mining services businesses that make this content possible: â â â â â â â â â â â â â Mineral Mining Servicesâ â â â â â â â â â â â â â Your preferred mining contractor - 1300 546 117 â â â â â â â â â â â â â Groundedâ â â â â â â â â â â â - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: pn@groundedgroup.com.au â â â â â â â â â â â â â Sandvik Ground Supportâ â â â â â â â â â â â â â The only ground support youâll ever need relevant â â â â â â â â â â â â â K-Drillâ â â â â â â â â â â â â Safe, reliable, and productive surface RC drilling | Ryan O'Sullivan: ryan@k-drill.com.au +61 427 783 190 â â â â â â â â â â â â â Cross Boundary Energyâ â â â â â â â â â â â â â Independent power producer for the global mining industry | tim.taylor@crossboundary.com +61 466 184 943 âŚâŚâŚâŚâŚFOLLOW & CONNECT⢠YouTube: â â â â â â â â â â â â â @MoneyofMineâ â â â â â â â â â â â â ⢠Twitter / X: â â â â â â â â â â â â â @moneyofminepodâ â â â â â â â â â â â â ⢠â â â â â â â â â â â â â LinkedInâ â â â â â â â â â â â â | â â â â â â â â â â â â â Instagramâ â â â â â â â â â â â â | â â â â â â â â â â â â â Facebookâ â â â â â â â â â â â â ⢠Travis Ricciardo: â â â â â â â â â â â â â @TRAVmoneyofmineâ â â â â â â â â â â â â â ⢠Jonas Dorling: â â â â â â â â â â â â â @JDmoneyofmineâ â â â â â â â â â â â â â ⢠Email us Word on the Decline: gc@moneyofmine.comâŚâŚâŚâŚâŚJOIN THE GROUP CHAT⢠Step 1: Join the â â â â â â â â â â â â â Money Miners Facebook Groupâ â â â â â â â â â â â â ⢠Step 2: Request access to the â â â â â â â â â â â â â HOOTEROO chatâ â â â â â â â â â â â â âŚâŚâŚâŚâŚDISCLAIMERAll information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our â â â â â â â â â â â â â full disclaimerâ â â â â â â â â â â â â .
Jun 26, 2025 ⢠32min
Paladinâs CEO Exit: Cause for Concern?
To kick things off today we pick apart Paladinâs announcement that CEO Ian Purdy will step down and look at what the future could hold for the uranium miner.We then venture to West Africa where Predictive shared their DFS numbers on the Bankan project, leading us to speculate who will make an approach for the developer.Rounding off, we discuss the news that Astron & EnergyFuels received regulatory approvals in Victoria of all places as well as the announcement that Wildcat will embark on a share buyback..âŚâŚâŚâŚâŚTIMESTAMPS (00:00) Introduction(03:23) Is PDNâs leadership change cause for concern(13:36) What does the future hold for takeover target PDI(25:13) Should gold miners be doing M&A now?(29:37) Astron get the all clear⌠in Victoria!(31:09) A lithium developer does a share buybackâŚâŚâŚâŚâŚJoin 12k+ subscribers to the â â â â â â â â â â â â Directorâs Specialâ â â â â â â â â â â â : one daily email with all the news that matters in mining âŚâŚâŚâŚâŚPARTNERSThank you to the mining services businesses that make this content possible: â â â â â â â â â â â â Mineral Mining Servicesâ â â â â â â â â â â â â Your preferred mining contractor - 1300 546 117 â â â â â â â â â â â â Groundedâ â â â â â â â â â â - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: pn@groundedgroup.com.au â â â â â â â â â â â â Sandvik Ground Supportâ â â â â â â â â â â â â The only ground support youâll ever need relevant â â â â â â â â â â â â K-Drillâ â â â â â â â â â â â Safe, reliable, and productive surface RC drilling | Ryan O'Sullivan: ryan@k-drill.com.au +61 427 783 190 â â â â â â â â â â â â Cross Boundary Energyâ â â â â â â â â â â â â Independent power producer for the global mining industry | tim.taylor@crossboundary.com +61 466 184 943 âŚâŚâŚâŚâŚFOLLOW & CONNECT⢠YouTube: â â â â â â â â â â â â @MoneyofMineâ â â â â â â â â â â â ⢠Twitter / X: â â â â â â â â â â â â @moneyofminepodâ â â â â â â â â â â â ⢠â â â â â â â â â â â â LinkedInâ â â â â â â â â â â â | â â â â â â â â â â â â Instagramâ â â â â â â â â â â â | â â â â â â â â â â â â Facebookâ â â â â â â â â â â â ⢠Travis Ricciardo: â â â â â â â â â â â â @TRAVmoneyofmineâ â â â â â â â â â â â â ⢠Jonas Dorling: â â â â â â â â â â â â @JDmoneyofmineâ â â â â â â â â â â â â ⢠Email us Word on the Decline: gc@moneyofmine.comâŚâŚâŚâŚâŚJOIN THE GROUP CHAT⢠Step 1: Join the â â â â â â â â â â â â Money Miners Facebook Groupâ â â â â â â â â â â â ⢠Step 2: Request access to the â â â â â â â â â â â â HOOTEROO chatâ â â â â â â â â â â â âŚâŚâŚâŚâŚDISCLAIMERAll information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our â â â â â â â â â â â â full disclaimerâ â â â â â â â â â â â .
Jun 24, 2025 ⢠48min
Know This Before Investing in African Miners
Nothing gets us excited like a bidding war. The Rack Attackin Arizona ft. New World Resources, Kinterra Capital and CAML is delivering on all fronts, we share the latest here plus explore the rising trend of resource nationalism.We wonder if Barrick could be doing things differently amidtheir dreadful performance in this gold bull market and cast our eyes over the merit of Reko Diq in particular.And to round out the episode, we speak with Tim Staermose of African Lions Fund, on the intricacies of investing in frontier African markets. Connect with Tim on Twitter: https://x.com/globalvaluehuntThe interview with Tim Staermose was originally recorded on 5 June 2025..âŚâŚâŚâŚâŚTIMESTAMPS (00:00) Introduction(01:53) The Rack Attack in Arizona â Updates(11:00) Much Ado About Resource Nationalism(15:44) Why Barrick is so Beaten Up?(24:38) Tim Staermose Interview Begins(26:57) How African Markets have Changed(35:40) The Status of Various African Mining Jurisdictions(38:14) Up and Coming Frontier Markets(40:50) When it Goes Wrong: InflationâŚâŚâŚâŚâŚâŚJoin 12k+ subscribers to the â â â â â â â â â â â Directorâs Specialâ â â â â â â â â â â : one daily email with all the news that matters in mining âŚâŚâŚâŚâŚPARTNERSThank you to the mining services businesses that make this content possible: â â â â â â â â â â â Mineral Mining Servicesâ â â â â â â â â â â â Your preferred mining contractor - 1300 546 117 â â â â â â â â â â â Groundedâ â â â â â â â â â - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: pn@groundedgroup.com.au â â â â â â â â â â â Sandvik Ground Supportâ â â â â â â â â â â â The only ground support youâll ever need relevant â â â â â â â â â â â K-Drillâ â â â â â â â â â â Safe, reliable, and productive surface RC drilling | Ryan O'Sullivan: ryan@k-drill.com.au +61 427 783 190 â â â â â â â â â â â Cross Boundary Energyâ â â â â â â â â â â â Independent power producer for the global mining industry | tim.taylor@crossboundary.com +61 466 184 943 âŚâŚâŚâŚâŚFOLLOW & CONNECT⢠YouTube: â â â â â â â â â â â @MoneyofMineâ â â â â â â â â â â ⢠Twitter / X: â â â â â â â â â â â @moneyofminepodâ â â â â â â â â â â ⢠â â â â â â â â â â â LinkedInâ â â â â â â â â â â | â â â â â â â â â â â Instagramâ â â â â â â â â â â | â â â â â â â â â â â Facebookâ â â â â â â â â â â ⢠Travis Ricciardo: â â â â â â â â â â â @TRAVmoneyofmineâ â â â â â â â â â â â ⢠Jonas Dorling: â â â â â â â â â â â @JDmoneyofmineâ â â â â â â â â â â â ⢠Email us Word on the Decline: gc@moneyofmine.comâŚâŚâŚâŚâŚJOIN THE GROUP CHAT⢠Step 1: Join the â â â â â â â â â â â Money Miners Facebook Groupâ â â â â â â â â â â ⢠Step 2: Request access to the â â â â â â â â â â â HOOTEROO chatâ â â â â â â â â â â âŚâŚâŚâŚâŚDISCLAIMERAll information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our â â â â â â â â â â â full disclaimerâ â â â â â â â â â â .
Jun 20, 2025 ⢠35min
The Most Exciting Mining Deal of 2025
Hostile M&A is back! Kinterra Capital and CAML are going head-to-head in their quest to take out New World Resources, giving us no shortage of enjoyment.We also picked up on a chunky financing package for Asante Gold, who has secured ~US$500m+ to make their Ghanaian gold mining dreams a reality. Could there be an opportunity in the recapitalisation?.âŚâŚâŚâŚâŚTIMESTAMPS (00:00) Introduction(01:56) The Rack Attack in Arizona(19:16) Why Asante caught the eye(21:12) Whatâs the opportunity(32:15) Whoâs done it before âŚâŚâŚâŚâŚJoin 12k+ subscribers to the â â â â â â â â â â Directorâs Specialâ â â â â â â â â â : one daily email with all the news that matters in mining âŚâŚâŚâŚâŚPARTNERSThank you to the mining services businesses that make this content possible: â â â â â â â â â â Mineral Mining Servicesâ â â â â â â â â â â Your preferred mining contractor - 1300 546 117 â â â â â â â â â â Groundedâ â â â â â â â â - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: pn@groundedgroup.com.au â â â â â â â â â â Sandvik Ground Supportâ â â â â â â â â â â The only ground support youâll ever need relevant â â â â â â â â â â K-Drillâ â â â â â â â â â Safe, reliable, and productive surface RC drilling | Ryan O'Sullivan: ryan@k-drill.com.au +61 427 783 190 â â â â â â â â â â Cross Boundary Energyâ â â â â â â â â â â Independent power producer for the global mining industry | tim.taylor@crossboundary.com +61 466 184 943 âŚâŚâŚâŚâŚFOLLOW & CONNECT⢠YouTube: â â â â â â â â â â @MoneyofMineâ â â â â â â â â â ⢠Twitter / X: â â â â â â â â â â @moneyofminepodâ â â â â â â â â â ⢠â â â â â â â â â â LinkedInâ â â â â â â â â â | â â â â â â â â â â Instagramâ â â â â â â â â â | â â â â â â â â â â Facebookâ â â â â â â â â â ⢠Travis Ricciardo: â â â â â â â â â â @TRAVmoneyofmineâ â â â â â â â â â â ⢠Jonas Dorling: â â â â â â â â â â @JDmoneyofmineâ â â â â â â â â â â ⢠Email us Word on the Decline: gc@moneyofmine.comâŚâŚâŚâŚâŚJOIN THE GROUP CHAT⢠Step 1: Join the â â â â â â â â â â Money Miners Facebook Groupâ â â â â â â â â â ⢠Step 2: Request access to the â â â â â â â â â â HOOTEROO chatâ â â â â â â â â â âŚâŚâŚâŚâŚDISCLAIMERAll information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our â â â â â â â â â â full disclaimerâ â â â â â â â â â .
Jun 18, 2025 ⢠37min
Uranium Goes Vertical. Overblown or Only the Beginning?
We kick off with the wild moves sweeping through uranium, breaking down SPUTâs raise, the squeeze mechanics, and whether valuations have run too hot.Next up: the drama at New World Resources, where a bidding war could be brewing.And to wrap, a juicy chat about Black Catâs bold call to stash gold instead of Aussie dollars â and what it says about the market mood..âŚâŚâŚâŚâŚTIMESTAMPS (00:00) Introduction(00:48) Uranium mania (again)(19:09) NWC: A brewing bidding war(28:19) Should goldies hold bullion over cash(32:27) Which miner holds the most gold? âŚâŚâŚâŚâŚJoin 12k+ subscribers to the â â â â â â â â â Directorâs Specialâ â â â â â â â â : one daily email with all the news that matters in mining âŚâŚâŚâŚâŚPARTNERSThank you to the mining services businesses that make this content possible: â â â â â â â â â Mineral Mining Servicesâ â â â â â â â â â Your preferred mining contractor - 1300 546 117 â â â â â â â â â Groundedâ â â â â â â â - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: pn@groundedgroup.com.au â â â â â â â â â Sandvik Ground Supportâ â â â â â â â â â The only ground support youâll ever need relevant â â â â â â â â â K-Drillâ â â â â â â â â Safe, reliable, and productive surface RC drilling | Ryan O'Sullivan: ryan@k-drill.com.au +61 427 783 190 â â â â â â â â â Cross Boundary Energyâ â â â â â â â â â Independent power producer for the global mining industry | tim.taylor@crossboundary.com +61 466 184 943 âŚâŚâŚâŚâŚFOLLOW & CONNECT⢠YouTube: â â â â â â â â â @MoneyofMineâ â â â â â â â â ⢠Twitter / X: â â â â â â â â â @moneyofminepodâ â â â â â â â â ⢠â â â â â â â â â LinkedInâ â â â â â â â â | â â â â â â â â â Instagramâ â â â â â â â â | â â â â â â â â â Facebookâ â â â â â â â â ⢠Travis Ricciardo: â â â â â â â â â @TRAVmoneyofmineâ â â â â â â â â â ⢠Jonas Dorling: â â â â â â â â â @JDmoneyofmineâ â â â â â â â â â ⢠Email us Word on the Decline: gc@moneyofmine.comâŚâŚâŚâŚâŚJOIN THE GROUP CHAT⢠Step 1: Join the â â â â â â â â â Money Miners Facebook Groupâ â â â â â â â â ⢠Step 2: Request access to the â â â â â â â â â HOOTEROO chatâ â â â â â â â â âŚâŚâŚâŚâŚDISCLAIMERAll information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our â â â â â â â â â full disclaimerâ â â â â â â â â .
Jun 15, 2025 ⢠1h 11min
Rare Earths Reality: Hype vs Hope with 3 Experts
We have been struggling to make sense of the headlines in the rare earths market lately. What's relevent? What's real? Why do the equities make no sense?To piece it together, we've pulled together a conversation with 3 very insightful people that cover the sector: Thomas Kruemmer (of The Rare Earth Observer), Sustainable Dude, and Dylan Kelly (DK) of Terra Capital. The discussion covers the geopolitical tensions impacting the market, China's dominant role and export restrictions, environmental and regulatory challenges, and the intricacies of the rare earth supply chain from mining to end-use products. Plus, will clays ever work in the west? Why does Lynas and MP Materials trade at many multiples of their NPV?Find the guests of today's episode here:Thomas Kruemmer (The Rare Earth Observer)Sustainable Dude (Substack, Twitter)Dylan Kelly (LinkedIn).âŚâŚâŚâŚâŚTIMESTAMPS(00:00) Introduction02:09 Rare Earth Experts03:19 Geopoliticals - what's going on?07:43 Challenges in the supply chain?21:48 Can clays work ex-China?38:15 Understanding Rare Earth Imbalance39:12 Engineering Solutions for Demand39:44 Challenges in Rare Earth Production40:49 Magnet Technology43:51 Investing in the Equities52:52 The Role of China Revisitted01:02:58 Geopolitical Dynamics and Future Outlook01:05:00 Deals that make senseâŚâŚâŚâŚâŚJoin 12k+ subscribers to the â â â â â â â â Directorâs Specialâ â â â â â â â : one daily email with all the news that matters in mining âŚâŚâŚâŚâŚPARTNERSThank you to the mining services businesses that make this content possible: â â â â â â â â Mineral Mining Servicesâ â â â â â â â â Your preferred mining contractor - 1300 546 117 â â â â â â â â Groundedâ â â â â â â - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: pn@groundedgroup.com.au â â â â â â â â Sandvik Ground Supportâ â â â â â â â â The only ground support youâll ever need relevant â â â â â â â â K-Drillâ â â â â â â â Safe, reliable, and productive surface RC drilling | Ryan O'Sullivan: ryan@k-drill.com.au +61 427 783 190 â â â â â â â â Cross Boundary Energyâ â â â â â â â â Independent power producer for the global mining industry | tim.taylor@crossboundary.com +61 466 184 943 âŚâŚâŚâŚâŚFOLLOW & CONNECT⢠YouTube: â â â â â â â â @MoneyofMineâ â â â â â â â ⢠Twitter / X: â â â â â â â â @moneyofminepodâ â â â â â â â ⢠â â â â â â â â LinkedInâ â â â â â â â | â â â â â â â â Instagramâ â â â â â â â | â â â â â â â â Facebookâ â â â â â â â ⢠Travis Ricciardo: â â â â â â â â @TRAVmoneyofmineâ â â â â â â â â ⢠Jonas Dorling: â â â â â â â â @JDmoneyofmineâ â â â â â â â â ⢠Email us Word on the Decline: gc@moneyofmine.comâŚâŚâŚâŚâŚJOIN THE GROUP CHAT⢠Step 1: Join the â â â â â â â â Money Miners Facebook Groupâ â â â â â â â ⢠Step 2: Request access to the â â â â â â â â HOOTEROO chatâ â â â â â â â âŚâŚâŚâŚâŚDISCLAIMERAll information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our â â â â â â â â full disclaimerâ â â â â â â â .
Jun 12, 2025 ⢠37min
Why Tetherâs Gold Mining Royalty Play is a Massive Deal
There has hardly been news in the mining world thatâs left us as stunned as Tether (yes, the crypto company) buying a huge stake in royalty group, Elemental. We had to unpack it.On the other end of the spectrum, a struggling coal minerCoronado has had all sorts of financiers and competitors circling, as its stock plummets. We ask the question, what does the future hold for shareholders?.âŚâŚâŚâŚâŚTIMESTAMPS(00:00) Introduction(02:35) A better business than Franco(04:24) Why is Tether doing a royalty deal(09:06) Tether Gold(18:15) Why Coronado caught our eye(23:00) Who could save CRN(36:00) Virtual AGMâs â Yes/No?âŚâŚâŚâŚâŚJoin 12k+ subscribers to the â â â â â â â Directorâs Specialâ â â â â â â : one daily email with all the news that matters in mining âŚâŚâŚâŚâŚPARTNERSThank you to the mining services businesses that make this content possible: â â â â â â â Mineral Mining Servicesâ â â â â â â â Your preferred mining contractor - 1300 546 117 â â â â â â â Groundedâ â â â â â - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: pn@groundedgroup.com.au â â â â â â â Sandvik Ground Supportâ â â â â â â â The only ground support youâll ever need â â â â â â â CRE Insuranceâ â â â â â â â Insurance Brokers for the construction, resources and energy sectors | davidh@creinsurance.com.au +61 2 9493 6100 â â â â â â â K-Drillâ â â â â â â Safe, reliable, and productive surface RC drilling | Ryan O'Sullivan: ryan@k-drill.com.au +61 427 783 190 â â â â â â â Cross Boundary Energyâ â â â â â â â Independent power producer for the global mining industry | tim.taylor@crossboundary.com +61 466 184 943 âŚâŚâŚâŚâŚFOLLOW & CONNECT⢠YouTube: â â â â â â â @MoneyofMineâ â â â â â â ⢠Twitter / X: â â â â â â â @moneyofminepodâ â â â â â â ⢠â â â â â â â LinkedInâ â â â â â â | â â â â â â â Instagramâ â â â â â â | â â â â â â â Facebookâ â â â â â â ⢠Travis Ricciardo: â â â â â â â @TRAVmoneyofmineâ â â â â â â â ⢠Jonas Dorling: â â â â â â â @JDmoneyofmineâ â â â â â â â ⢠Email us Word on the Decline: gc@moneyofmine.comâŚâŚâŚâŚâŚJOIN THE GROUP CHAT⢠Step 1: Join the â â â â â â â Money Miners Facebook Groupâ â â â â â â ⢠Step 2: Request access to the â â â â â â â HOOTEROO chatâ â â â â â â âŚâŚâŚâŚâŚDISCLAIMERAll information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our â â â â â â â full disclaimerâ â â â â â â .
Jun 7, 2025 ⢠1h 38min
How Northern Star Became Australia's Biggest Gold Miner
How does a shell company turn into Australiaâs biggest goldminer, capped at nearly $30 billion? In this episode, we unpack the fascinating story of NorthernStar â from 2c a share to over $20, securing world-class assets across multiple continents, including the Australiaâs greatest gold mine, the Super Pit.We trace the companyâs journey, get in the weeds on their M&A approach, and highlight the characters who shaped it â with a focus on the early days at Paulsens, the deal that set Northern Star on its path, and culminating with the coronation of the âKing of Kalgoorlie.â.âŚâŚâŚâŚâŚTIMESTAMPS(00:00) Introduction (04:05) Paulsens (30:10) Plutonic (34:11) East Kundana & Kanowna Belle (42:57) Jundee (57:18) South Kalgoorlie (58:50) Pogo (1:10:48) Echo (1:13:15) Super-Pit (1:19:18) Saracen(1:25:27) Learnings (1:36:59) Shout out âŚâŚâŚâŚâŚJoin 12k+ subscribers to the â â â â â â Directorâs Specialâ â â â â â : one daily email with all the news that matters in mining âŚâŚâŚâŚâŚPARTNERSThank you to the mining services businesses that make this content possible: â â â â â â Mineral Mining Servicesâ â â â â â â Your preferred mining contractor - 1300 546 117 â â â â â â Groundedâ â â â â - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: pn@groundedgroup.com.au â â â â â â Sandvik Ground Supportâ â â â â â â The only ground support youâll ever need â â â â â â CRE Insuranceâ â â â â â â Insurance Brokers for the construction, resources and energy sectors | davidh@creinsurance.com.au +61 2 9493 6100 â â â â â â K-Drillâ â â â â â Safe, reliable, and productive surface RC drilling | Ryan O'Sullivan: ryan@k-drill.com.au +61 427 783 190 â â â â â â Cross Boundary Energyâ â â â â â â Independent power producer for the global mining industry | tim.taylor@crossboundary.com +61 466 184 943 âŚâŚâŚâŚâŚFOLLOW & CONNECT⢠YouTube: â â â â â â @MoneyofMineâ â â â â â ⢠Twitter / X: â â â â â â @moneyofminepodâ â â â â â ⢠â â â â â â LinkedInâ â â â â â | â â â â â â Instagramâ â â â â â | â â â â â â Facebookâ â â â â â ⢠Travis Ricciardo: â â â â â â @TRAVmoneyofmineâ â â â â â â ⢠Jonas Dorling: â â â â â â @JDmoneyofmineâ â â â â â â ⢠Email us Word on the Decline: gc@moneyofmine.comâŚâŚâŚâŚâŚJOIN THE GROUP CHAT⢠Step 1: Join the â â â â â â Money Miners Facebook Groupâ â â â â â ⢠Step 2: Request access to the â â â â â â HOOTEROO chatâ â â â â â âŚâŚâŚâŚâŚDISCLAIMERAll information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our â â â â â â full disclaimerâ â â â â â .
Jun 5, 2025 ⢠52min
The Art of Commodity Investing (Taylor McKenna of Kopernik)
Today weâre sharing our conversation with Taylor McKenna of Kopernik Global Investors.Weâve long wanted to chat with Kopernik, given their strong value investing orientation, the fantastic research papers theyâve shared and their eclectic portfolio. And our conversation didnât disappoint. Taylor shared the Kopernik philosophy, before expanding on why they like platinum group metals, gold and lithium, as well as thoughts on copper and uranium equities, amongst many topics.This interview was recorded on 30 May 2025.âŚâŚâŚâŚâŚTIMESTAMPS(00:00) Preview(01:00) Introduction(03:35) Kopernik's Investment Strategy(05:04) Understanding Cyclical Markets(06:16) Valuation Metrics in Mining(08:06) Platinum and Palladium Market(11:16) Navigating Geopolitics(17:30) Impala vs Zimplats(20:58) Gold as a Long-Term Investment(26:12) Opportunities in Gold Mining(27:49) Newmont's Strategic Moves(31:18) Investment Strategies in Small Companies(39:34) Uranium Market(41:30) Lithium Market(48:08) Navigating Political Risks in MiningâŚâŚâŚâŚâŚJoin 12k+ subscribers to the â â â â â Directorâs Specialâ â â â â : one daily email with all the news that matters in mining âŚâŚâŚâŚâŚPARTNERSThank you to the mining services businesses that make this content possible: â â â â â Mineral Mining Servicesâ â â â â â Your preferred mining contractor - 1300 546 117 â â â â â Groundedâ â â â - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: pn@groundedgroup.com.au â â â â â Sandvik Ground Supportâ â â â â â The only ground support youâll ever need â â â â â CRE Insuranceâ â â â â â Insurance Brokers for the construction, resources and energy sectors | davidh@creinsurance.com.au +61 2 9493 6100 â â â â â K-Drillâ â â â â Safe, reliable, and productive surface RC drilling | Ryan O'Sullivan: ryan@k-drill.com.au +61 427 783 190 â â â â â Cross Boundary Energyâ â â â â â Independent power producer for the global mining industry | tim.taylor@crossboundary.com +61 466 184 943 âŚâŚâŚâŚâŚFOLLOW & CONNECT⢠YouTube: â â â â â @MoneyofMineâ â â â â ⢠Twitter / X: â â â â â @moneyofminepodâ â â â â ⢠â â â â â LinkedInâ â â â â | â â â â â Instagramâ â â â â | â â â â â Facebookâ â â â â ⢠Travis Ricciardo: â â â â â @TRAVmoneyofmineâ â â â â â ⢠Jonas Dorling: â â â â â @JDmoneyofmineâ â â â â â ⢠Email us Word on the Decline: gc@moneyofmine.comâŚâŚâŚâŚâŚJOIN THE GROUP CHAT⢠Step 1: Join the â â â â â Money Miners Facebook Groupâ â â â â ⢠Step 2: Request access to the â â â â â HOOTEROO chatâ â â â â âŚâŚâŚâŚâŚDISCLAIMERAll information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our â â â â â full disclaimerâ â â â â .
