Money of Mine cover image

Money of Mine

Latest episodes

undefined
Nov 28, 2024 • 1h 9min

Matt Warder & Koala Unpack Peabody’s $3B+ Coal Deal

We brought on special guests Matt Warder + the Koala to dissect the Anglo-Peabody deal, plus get into a range of topics relating to coal markets including Glencore, Yancoal & BHP.We also touched on the WA government’s decision to provide some relief to lithium players.You can follow Matt Warder on Twitter @mfwarder and Koala is @YellowLabLifeSign-up for the Director’s Special Chapters:(0:00:00) Introduction(0:01:10) Lithium Relief from WA Government(0:07:14) Peabody pays up for Anglo's QLD Coal MinesPlease read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - pn@groundedgroup.com.au CrossBoundary Energy – Can-do independent power producer tim.taylor@crossboundary.com - +61 466 184 943 Sandvik Ground Support – The only ground support you’ll ever need https://www.dsiunderground.com/contact CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling  drew@k-drill.com.au - +61 416 015 876 Daishsat – Geophysical survey experts nathan.daish@daishsat.com - +61 433 261 071 Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram
undefined
Nov 26, 2024 • 46min

Do diamond miners have a future? (Paul Zimnisky)

We wanted to learn more about diamonds, so we brought on the expert.Paul Zimnisky has been an independent consultant analysing the diamond for over a decade, so we used the chance to learn about lab grown diamonds, the viability of the diamond mining industry, what will happen to De Beers, his contrarian industry takes and more.Paul's site: www.paulzimnisky.com RSVP to our Xmas drinks on 3 December at Brewdog next week at https://calendarlink.com/event/CVpKSSign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - pn@groundedgroup.com.au CrossBoundary Energy – Can-do independent power producer tim.taylor@crossboundary.com - +61 466 184 943 Sandvik Ground Support – The only ground support you’ll ever need https://www.dsiunderground.com/contact CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au - +61 416 015 876 Daishsat – Geophysical survey experts nathan.daish@daishsat.com - +61 433 261 071 Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:04:37)What led to the breakup of De Beers(0:14:11)Lab grown diamonds(0:17:41)Price makers and diamond marketing(0:18:29)How many diamond mines are making money?(0:21:16)Are lab diamond growers making money?(0:24:28)Botswana GDP dependency on diamond industry(0:27:51)Anglo American divesting De Beers(0:32:03)Alrosa(0:34:40)Will mined diamond prices go up in 10 years?(0:37:50)Mine supply(0:39:50)Contrarian views(0:43:25)What should you propose to the Mrs with?
undefined
Nov 25, 2024 • 58min

Boss Energy vs The Shorters… Who wins?

We’ve got 2 big ones today, with a deep dive into Boss Energy, looking at how they’ll go in meeting production numbers and understanding why they’ve become the 2nd most shorted company in Australia.Then, we explore the rumours that Evolution may sell Mungari, chatting about the merits of a sale in this environment, as well as touching on the likelihood Vault & Genesis will merge. RSVP to our Xmas drinks on 3 December at Brewdog next week here Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - pn@groundedgroup.com.au CrossBoundary Energy – Can-do independent power producer tim.taylor@crossboundary.com - +61 466 184 943 Sandvik Ground Support – The only ground support you’ll ever need https://www.dsiunderground.com/contact CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au - +61 416 015 876 Daishsat – Geophysical survey experts nathan.daish@daishsat.com - +61 433 261 071 Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:01:25)Why is Boss SO heavily shorted?(0:31:20)Should Evolution sell Mungari(0:50:49)Will Genesis & Vault merge?(0:53:20)Yandal plummets
undefined
Nov 22, 2024 • 1h 16min

Turning a deposit into a mine (Entech interview)

We sat down with a couple of legends, Jill Irvin & Shane McLeay of Entech, the gurus on what’s needed to turn a deposit into a mine.They taught us about all the tricks in a mining company’s key studies, what makes a good study or bad one, the key numbers to look out for, where clients put the pressure on them, what’s underappreciated about their work & a whole heap more.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - pn@groundedgroup.com.au CrossBoundary Energy – Can-do independent power producer tim.taylor@crossboundary.com - +61 466 184 943 Sandvik Ground Support – The only ground support you’ll ever need https://www.dsiunderground.com/contact CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au - +61 416 015 876 Daishsat – Geophysical survey experts nathan.daish@daishsat.com - +61 433 261 071 Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:02:24)Scoping vs PFS vs DFS(0:07:33)Resource confidence for studies(0:11:10)Exploration targets(0:13:00)Clues for a bad project(0:15:00)Managing capex vs optimal design(0:16:55)Chalice putting up 2 scenarios(0:18:34)Right amount of money to spend on studies(0:20:24)Internal studies(0:22:38)Competitiveness between consultants(0:26:18)Reviewing other studies(0:31:34)Refusing to do a study(0:34:16)Liability(0:37:15)Evolution of study requirements(0:38:43)Discount rates(0:40:00)Rules of thumb for grade(0:42:18)High grade that doesn't work(0:43:46)Importance of orebody continuity(0:46:48)Capex for 3rd world countries(0:48:39)Owner mining vs contracting(0:51:54)Geotechnical impact(0:54:51)Contingency(0:55:54)Contract tendering(0:59:22)Metal equivelants(1:01:58)Best study and most challenging study(1:05:22)Electrification(1:07:48)Conveyor systems(1:12:40)Electrifying open pits
undefined
Nov 21, 2024 • 45min

Ellison Speaks. What Really Matters for MinRes Now?

Two big stories today, firstly our takes on the much anticipated MinRes AGM which we attended… plenty to chat about.Then we discuss the big news out of Canada, that NexGen is one step closer to building a mine with a key permit approved.Sign-up for the Director’s SpecialChapters:(0:00:00) Introduction (0:01:32) MinRes AGM: what we thought(0:37:19) Nexgen's approvals march forwardPlease read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - pn@groundedgroup.com.au CrossBoundary Energy – Can-do independent power producer tim.taylor@crossboundary.com - +61 466 184 943 Sandvik Ground Support – The only ground support you’ll ever need https://www.dsiunderground.com/contact CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au - +61 416 015 876 Daishsat – Geophysical survey experts nathan.daish@daishsat.com - +61 433 261 071 Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram
undefined
Nov 19, 2024 • 51min

We unpack 2 North American Deals

Today’s show takes us to North America, with an intriguing deal coming via the sale of a non-core Newmont asset, Musselwhite, to Orla Mining.Back home we chat through Spartan’s latest met testwork before we unpack the merger between NAL partners Sayona and Piedmont Lithium.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - pn@groundedgroup.com.au CrossBoundary Energy – Can-do independent power producer tim.taylor@crossboundary.com - +61 466 184 943 Sandvik Ground Support – The only ground support you’ll ever need https://www.dsiunderground.com/contact CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au - +61 416 015 876 Daishsat – Geophysical survey experts nathan.daish@daishsat.com - +61 433 261 071 Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:00:52)Have Orla nabbed a bargain from Newmont?(0:32:58)What to make of Spartan's met work(0:41:33)Sayona & Piedmont flying get together
undefined
Nov 18, 2024 • 50min

Russian sends uranium stocks flying

We’ve got some big stories to chat about today, starting with the Russian export ban on enriched uranium to the US, then on the big jump in aluminium prices following China tax rebate cancellation.Next, we spoke about a couple of cash box companies in Red Hill and Indiana who issued dividends, and lastly a segment on Resolute and their Malian situation.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - pn@groundedgroup.com.au CrossBoundary Energy – Can-do independent power producer tim.taylor@crossboundary.com - +61 466 184 943 Sandvik Ground Support – The only ground support you’ll ever need https://www.dsiunderground.com/contact CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au - +61 416 015 876 Daishsat – Geophysical survey experts nathan.daish@daishsat.com - +61 433 261 071 Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:02:08)Russian bans export of enriched U to US(0:19:33)Aluminium flies on China news(0:30:38)2 cash box companies issue dividends(0:38:27)Resolute pays US$160m to settle Mali dispute
undefined
Nov 15, 2024 • 1h 20min

An unfiltered yarn with some GC’s

Today’s show is a special yarn with a couple of GC’s who’ve spread the good word of Money of Mine.We welcomed on Partick from Uranium Twitter and Sean Russo for a chat about Paladin’s shocking week, spotting trends early, aligned management teams, how to think about restart projects and plenty more. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - pn@groundedgroup.com.au CrossBoundary Energy – Can-do independent power producer tim.taylor@crossboundary.com - +61 466 184 943 Sandvik Ground Support – The only ground support you’ll ever need https://www.dsiunderground.com/contact CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au - +61 416 015 876 Daishsat – Geophysical survey experts nathan.daish@daishsat.com - +61 433 261 071 Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:01:59)"Patrick from Uranium Twitter" history(0:06:13)Patty's take on Uranium right now(0:07:58)SPUT and Yellow Cake(0:20:08)Gold supply and demand(0:31:35)Paladin woes(0:33:50)Putting debt in capital structure(0:41:50)Will Paladin raise money?(0:45:56)Management teams and risk(0:51:53)Nexgen development(0:56:44)Commodities underperforming equities(1:03:26)World of MinTwit(1:08:35)Gold sell off(1:15:05)Uranium underrated-overrated
undefined
Nov 14, 2024 • 51min

Another lithium mine bites the dust

We’ve got 2 big ones today, starting with MinRes shutting Bald Hill until lithium prices recover, as well as the board admitting they should’ve shared numerous related party transactions.Our second story is all about M&A drama in the small cap gold space, involving Brightstar, Patronus & Alto. Chapters:(0:00:00)Introduction(0:00:30)MinRes shut down Bald Hill(0:21:02)DELPHI stirring the pot in the SandstoneSign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - pn@groundedgroup.com.au CrossBoundary Energy – Can-do independent power producer tim.taylor@crossboundary.com - +61 466 184 943 Sandvik Ground Support – The only ground support you’ll ever need https://www.dsiunderground.com/contact CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au - +61 416 015 876 Daishsat – Geophysical survey experts nathan.daish@daishsat.com - +61 433 261 071 Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram
undefined
Nov 12, 2024 • 45min

Paladin Pummelled 29% on Production Downgrade

Today we spent a while dissecting and discussing Paladin’s latest update which saw the stock crater some 25%, before picking through a potential value play with a colourful history in Kingsgate Consolidated.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor enquiry@mineralms.com.au - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - pn@groundedgroup.com.au CrossBoundary Energy – Can-do independent power producer tim.taylor@crossboundary.com - +61 466 184 943 Sandvik Ground Support – The only ground support you’ll ever need https://www.dsiunderground.com/contact CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors davidh@creinsurance.com.au - +61 2 9493 6100 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au - +61 416 015 876 Daishsat – Geophysical survey experts nathan.daish@daishsat.com - +61 433 261 071 Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram(0:00:00)Introduction(0:00:30)Langer Heinrich - Namibia or Paladin to blame?(0:29:08)JD deep into Kingsgate

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode