Money of Mine

"Money of Mine" features investor Hedley Widdup discussing his transition from geologist to natural resource fund manager. Topics include mineral exploration investment cycle, temperature of various commodities, what to look for in juniors, consolidation of gold juniors in Australia, significance of tin and copper, opportunities in the copper space, and opinions on commodity companies and assets.

JD interviews John Forwood, CIO at Lowell Resources Fund, discussing how Lowell picks out 10-baggers, their outlook on commodities, and stand-out explorers they're currently picking. They also analyze the recent takeover proposal for ZOA stock and discuss Comet Ridge, the East Coast gas play. In a quick fire round, they cover underrated and overrated stocks, issues, and commodities.

The podcast discusses capital raises in Azure, Rox Resources, and Centrex, along with insurance claims and drilling results. The hosts also delve into the world of phosphate, exploring its origin on Naru and market analysis. They touch on topics like nickel picks, shareholder approval, company performance, and failed investments in phosphate mining.

In this podcast, Patrick Newton, a brilliant intern, joins the hosts to discuss the incredible saga of Firefinch. They delve into the timeline of events surrounding Leo Lithium, the connections between Firefinch and Leo Lithium, and the progress of the Marilla Goldmine acquisition. They also touch on Firefinch's market cap growth, financial troubles, trading halt, and shareholder vote. The episode concludes with a discussion on companies using customers' money and the potential for creating competition.

Special guest Alexandra Gelevitis, 5+ years investment banking, joins the hosts to discuss potential gold industry deals. They also unpack the Liontown contract and funding gap, and analyze capital raisings hitting the ASX. They explore challenges in mining project development, constraints in the gold market, and the promising Murchison Minajatua project. Lastly, they speculate on gold mergers, acquisitions, and the possibility of another metal entering the sector.

JD and Emanuel Datt, founder of Datt Capital, sat down for a broad-ranging 1 on 1 discussion.We went in-depth on Emanuel’s investment style, what the current macro environment is looking like, and what his thoughts are on various commodities as well as digging into a few stock-specific thoughts. In addition, we couldn’t resist a rapid-fire under-rated vs over-rated round to finish things off. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners:Terra Capital – Specialist Investment manager in the natural resources sectorAnytime Exploration Services – Exploration workers, equipment, core cutting/storage plus much moreJP Search – Recruitment specialists for the financial worldK-Drill – Safe, reliable, and productive surface RC drillingTopdrill – Using digital solutions to provide safe, productive, and cost-effective drilling services Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTubeFollow Money of Mine on TwitterFollow Money of Mine on LinkedInFollow Money of Mine on Instagram Chapters:(0:00) Preview(0:39) Intro to the interview(4:57) Interview with Emanuel(6:23) Being a Unique & Uncorrelated Fund Manager(12:15) Extracting Value from Twitter(13:40) Getting up the Curve Yourself(16:08) Instinct vs. Intuition(17:14) Not Engaging Management(20:41) Running an Absolute Return Fund(21:45) Being an Activist(24:05) The Macro(25:30) Large Cap vs Small Cap Value Divergence(27:40) Getting compensated for Illiquidity(30:45) Tech vs Resources(34:00) Risks of Holding Coal(36:35) The Rare Earths Outlook(38:52) What to look out for as a WA1 Holder(43:00) Seeing Value in GL1(46:06) Dreadnought’s News on the Horizon(47:18) Adriatic inching toward Production(53:56) Over-rated vs. Under-rated!

The podcast covers topics such as aftermarket crossing for Delta Lithium, SQM's bid for Azure, Deterra's results, and a song submission for Matty. They discuss the advantages of a royalty company and explore recent events and trading activity. They also delve into the attractive business model of Deterra and express gratitude to podcast sponsors.

As we recover from Diggers, we dive back into the daily news rhythm. And today we cover some interesting territory. We kick things off in Matty’s favourite part of the country, Cobar. He asks Trav what “surety” means in the context of Polymetals’ (POL.ax) Environmental Bond. Sheffield (SFX.ax) commence commissioning at their Thunderbird Mineral Sands Project. Trav tries his hand at some shareholder activism once again – this time it’s Gascoyne (GCY.ax). Auteco (AUT.ax) are in halt and Matty tries to guess what they could be buying. And Azure Minerals (AZS.ax) are also in halt as they respond to the media speculation of corporate interest from SQM.  All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.  Thank you to our Podcast Partners:  Terra Capital – Specialist Investment manager in the natural resources sector  Anytime Exploration Services – Exploration workers, equipment, core cutting/storage plus much more  JP Search – Recruitment specialists for the financial world  K-Drill – Safe, reliable, and productive surface RC drilling  Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group.  Subscribe to our weekly newsletter HOOTEROO HERALD  Follow Money of Mine on YouTube  Follow Money of Mine on Twitter  Follow Money of Mine on LinkedIn  Follow Money of Mine on Instagram  (0:00) Preview(0:49) Introduction and Corrections(5:07) Polymetals (POL) Environmental Bond Surety(8:33) Sheffield (SFX) Commence Commissioning For Thunderbird(11:49) Gascoyne (GCY) Royalty Dilemma – Activism Begins(27:35) Auteco (AUT) in Halt, Buying Something?(31:19) Azure Responds to Media Speculation

Westgold’s (WGX.asx) MD Wayne Bramwell entered the Money of Mine dungeon for a great chat on Day 2 of Diggers n Dealers. Plenty of hard hitting questions about Westgold’s culture turn around, along with the big question…..”Did they bid on Gascoyne”? All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners: Terra Capital – Specialist Investment manager in the natural resources sector Anytime Exploration Services – Exploration workers, equipment, core cutting/storage plus much more JP Search – Recruitment specialists for the financial world K-Drill – Safe, reliable, and productive surface RC drilling Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram  CHAPTERS (0:00) Preview(0:41) Introduction(2:08) What’s the goss in the Murchinson?(4:12) Wayne’s history as a foundation Tin barron(8:29) Evolution looking at Westgold? Or are Ramelius?(13:41) Wayne’s view on Capital market dynamics(17:29) Over-rated / Under-rated(20:02) Did WGX put in a bid for Gascoyne?(20:35) Westgold’s culture turn around

We’ve battled our way back from Kalgoorlie and have a good one in store for the Money Miners today.Having seen the awards dished out by Diggers and Dealers, we’ve decided to conjure up a few awards of our own. Titles we announce include the ‘Stage Hog Award’, the ‘Most Memorable Slide Deck’ and the ‘Diggers Best on Ground Award’.The one is a can’t-miss episode! All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners:Terra Capital – Specialist Investment manager in the natural resources sectorAnytime Exploration Services – Exploration workers, equipment, core cutting/storage plus much moreJP Search – Recruitment specialists for the financial worldK-Drill – Safe, reliable, and productive surface RC drilling Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTubeFollow Money of Mine on TwitterFollow Money of Mine on LinkedInFollow Money of Mine on Instagram Chapters:(0:00) Preview(0:27) Introduction(2:10) Our New Diggers Awards