Money of Mine cover image

Money of Mine

Latest episodes

undefined
Nov 11, 2024 • 1h 3min

Liontown tweak the dials to save cash

We start today with Liontown, who’ve shared some new numbers on Kathleen Valley to help them fight another day, before jumping to some concerning news out of Mali, with Resolute’s CEO and two employees being detained over a tax dispute.Lastly, we delve into Hastings, who’re in a bit of a financial predicament...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(0:01:01)Liontown scale back(0:32:40)Resolute CEO detained in Mali(0:51:15)Are Hastings truly stuffed?
undefined
Nov 8, 2024 • 1h 2min

The Overlooked Way to Play the Commodity Cycle (Baza Capital)

We’re pumped to share our discussion with the co-founders of Baza Capital, Will Sandover & Brayden McCormack.We kick off the chat by hearing about the journey of starting a fund a couple months before covid swept through, and the various ups and downs since. The guys get into how they build their portfolio, how they’ve refined their strategy of the years & why they’re seeing value in the beaten-up mining services space, plus the alternative ways of playing the commodity cycle. 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(0:01:30)Raising the funds money(0:04:05)The Gold mix(0:07:21)High conviction fund(0:11:14)Market screening(0:18:34)The lads working together(0:25:07)Meeting management(0:26:26)Unloved Mining Services companies(0:28:36)Euroz Hartleys(0:33:59)Lycopodium(0:42:58)Vysarn
undefined
Nov 7, 2024 • 33min

The Trump trade you didn’t know about

We lead off with how the Trump win affected the commodity and equity markets, along with what the future may hold. There was also some big comments last night regarding the future of Lithium and Cobalt. Then we round out with a Trump trade that flew under the radar.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(0:01:21)Trump effects on commodities and inflation(0:14:55)Big Lithium and Cobalt news(0:27:33)The Trump trade that you didn't know about
undefined
Nov 5, 2024 • 1h 4min

We Check Out These Small Cap Bolters

In the spirit of Melbourne Cup Day, we take a look at some small cap underdogs that have done interesting deals or made fascinating discoveries of late.Next up, we talk about the shift in sentiment and funding dynamics for junior gold companies, closing off with a mega session on M&A predictions.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(0:02:40)Small caps we've got our eye on(0:23:55)Junior goldies sentiment shift(0:30:45)Matty's big M&A predictions
undefined
Nov 4, 2024 • 34min

MinRes Scandal to see Ellison Exit. Now What?

We kick off the week with a discussion about the corporate governance & leadership update from MinRes, followed by our infamous quarterlies name & shame segment.We then round off with a chat about an interesting ‘David & Goliath” type situation between a TSX junior and Rio Tinto. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Chapters:(0:00:42) Peeling apart the MinRes drama(0:20:42) Name and shame - quarterlies(0:29:29) Rio Tinto desperate for EntreeThank 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 1, 2024 • 1h 45min

Paulo Macro on Rolling Bubbles in Commodity Markets

We had the delight of having a detailed & candid chat with Paulo Macro.Paulo is a financial commentator and investor who’s connect with many people over recent years because of his work analysing the macro plus in his own special style.Our conversation focused on various commodities and their future, including uranium, gold, copper, oil (& other energy), PGMs and 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 Greenlands Equipment – Turnkey mine water management Caleb.M@greenlandsequipment.com.au - +61 447 178 806 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au - +61 416 015 876 MMTS - Mining title consultants for exploration & mining companies iva.morrell@mmts.net.au Australian Earthworks and Haulage - Clearing for construction, drilling, dams and rehabilitation works for mining and exploration Reece Spitalny - +61 434 479 610 We use SPARK - Market data for active ASX Traders - https://sparktrader.com 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(0:01:30)Paulo's investing frameworks(0:08:20)Getting hyped on uranium(0:31:40)What next for gold(0:36:25)Which commods will the election impact(0:40:58)Are PGMs attractive?(0:49:50)The structural bull market in copper(1:06:40)Mining M&A(1:10:30)Bullish energy 
undefined
Oct 31, 2024 • 58min

Will we see respite for lithium miners?

It’s all happening on the final day of quarterly season.First up, MinRes, with a big asset sale and some interesting quarterly numbers, followed by Liontown’s first quarter in operation, then on to lithium giant Pilbara and lastly a surprise capital raising at Meeka Metals.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 Greenlands Equipment – Turnkey mine water management Caleb.M@greenlandsequipment.com.au - +61 447 178 806 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au - +61 416 015 876 MMTS - Mining title consultants for exploration & mining companies iva.morrell@mmts.net.au Australian Earthworks and Haulage - Clearing for construction, drilling, dams and rehabilitation works for mining and exploration Reece Spitalny - +61 434 479 610 We use SPARK - Market data for active ASX Traders - https://sparktrader.com 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(0:00:50)MINs sells gas to Gina(0:26:05)A peek into Liontowns operations(0:36:35)PLS puts Ngungaju on ice(0:48:39)Meeka launch surprise raising
undefined
Oct 29, 2024 • 58min

Fire Sale for Anglo Coal Bidders

We rip in with the highs and lows of Sandfire’s quarterly, before jumping into speculation regarding the Anglo coal sale.Next on the list is Black Cat and their bumper $80m raise plus a chat about Kalgoorlie gold infrastructure, then Vault’s quarterly, and finally a first… a segment on diamond miner Burgundy Mines.  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 Greenlands Equipment – Turnkey mine water management Caleb.M@greenlandsequipment.com.au - +61 447 178 806 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au - +61 416 015 876 MMTS - Mining title consultants for exploration & mining companies iva.morrell@mmts.net.au Australian Earthworks and Haulage - Clearing for construction, drilling, dams and rehabilitation works for mining and exploration Reece Spitalny - +61 434 479 610 We use SPARK - Market data for active ASX Traders - https://sparktrader.com 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)Will Sandfire do a deal(0:10:03)Speculation on Anglo's coal sale(0:24:58)Black Cat clear the decks with raise(0:41:53)Should Vault address their hedgebook(0:47:47)Is their value in diamonds?
undefined
Oct 28, 2024 • 57min

What does the future hold for MinRes?

On back of an update from MinRes’ board, we have a chat about the decision they’ve got to make.We then move to an interesting take-over battle involving Siren Gold, Rua & Federation Mining before diving into Paladin’s quarterly which saw it drop 20%.Westgold’s new debt facility, the Brightstar & Aurumin trading halts and IGO’s quarterly round us off.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 Greenlands Equipment – Turnkey mine water management Caleb.M@greenlandsequipment.com.au - +61 447 178 806 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au - +61 416 015 876 MMTS - Mining title consultants for exploration & mining companies iva.morrell@mmts.net.au Australian Earthworks and Haulage - Clearing for construction, drilling, dams and rehabilitation works for mining and exploration Reece Spitalny - +61 434 479 610 We use SPARK - Market data for active ASX Traders - https://sparktrader.com 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(0:01:19)MINs board set the clock(0:20:18)The takeover battle for Siren Gold(0:28:23)Why is PDN off 20%?(0:39:02)What's WGX's new debt for(0:43:35)Connecting the $BTR & $AUM dots(0:51:51)IGO decide to share less
undefined
Oct 25, 2024 • 1h 21min

Cailey Barker: Geologist, Fund Manager, Streetfighter

Today we get to share with you a conversation with Cailey Barker who has one of the most intriguing CVs we have ever seen in the industry.A qualified geologist who spent 15yrs as a sell side analyst and nearly a decade at Blackrock, the worlds largest mining fund manager, where he was a Portfolio Manager.We discuss trends, deals, fund dynamics, ESG, London mining and a lot more. Enjoy.Please read our Privacy Policy and Disclaimer here Sign-up for the Director’s SpecialThank 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 Greenlands Equipment – Turnkey mine water management Caleb.M@greenlandsequipment.com.au - +61 447 178 806 K-Drill – Safe, reliable, and productive surface RC drilling drew@k-drill.com.au - +61 416 015 876 MMTS - Mining title consultants for exploration & mining companies iva.morrell@mmts.net.au Australian Earthworks and Haulage - Clearing for construction, drilling, dams and rehabilitation works for mining and exploration Reece Spitalny - +61 434 479 610 We use SPARK - Market data for active ASX Traders - https://sparktrader.com 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)Intro(0:01:34)Growth of passive investing(0:07:12)Standout PE groups(0:08:10)LSE for Mining companies(0:10:50)Geologists in money management(0:14:41)Good and bad historical investments(0:20:34)Orebody quality(0:23:11)Investing in Africa(0:28:18)Meeting management teams(0:34:14)ESG investing(0:45:35)Behing the M&A curtain(0:58:59)Different types of fund structures(1:03:00)Rise of active ETF's(1:05:53)Due diligence and network of big money managers(1:10:00)Cailey's biggest misses

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