

Money of Mine
Mineral Media
Where mining meets financial markets. We break down the news that matters to investors and industry, without the fluff. Hosted by Jonas Dorling and Travis Ricciardo.
Episodes
Mentioned books

May 8, 2023 • 56min
The Rebuttal: SLR Hits Back at SBM
It was looking like a slow news day until Silver Lake Resources (SLR.asx) came up with another media release. It reads as if they paid close attention to Friday’s Money of Mine discussion (link below), as they refute St Barbara’s (SBM.asx) reasoning for why the transaction didn’t constitute a better deal for its shareholders. Again there was plenty for us to unpack before we rounded off with news from Lynas. Money of Mine 1st coverage episode of SLR dealhttps://youtu.be/hV_rwfC5AiA Silver Lake Resources media release (not released on ASX)https://www.silverlakeresources.com.au/cproot/279/2/23.05.08-Silver-Lake-clarifying-Media-Release.pdf All Money of Mine episodes are for informational purposes only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Follow us on YouTube: https://bit.ly/3A4fPgD Follow us on Twitter: https://twitter.com/moneyofminepod Follow us on LinkedIn: https://www.linkedin.com/company/money-of-mine/ Follow us of Instagram: https://www.instagram.com/moneyofminepod/

May 5, 2023 • 49min
Silver Lake cutting Genesis’ grass
We go in-depth into the story of the day, Silver Lake bidding to acquire St Barbara’s Leonora assets from under the nose of Genesis. Having seen the photos of Raleigh Finlayson at Gwalia, we assumed this deal was dead and buried but low and behold SLR have come up with a competing offer, already deemed not to be superior by the St Barbara board. We pull apart the various facets of this deal for the historic Leonora gold assets. All Money of Mine episodes are for informational purposes only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Follow Money of mine on YouTube Follow Money of mine on Twitter Follow Money of mine on LinkedIn Follow Money of mine of Instagram

May 4, 2023 • 28min
Centaurus testwork-ing, Vulcan raising
First up Centaurus Metals (CTM.asx) gave us something good to talk about with positive metallurgical test-work, then we looked into how an investor may approach Vulcan Energy Resources (VUL.asx). All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Follow Money of mine on YouTube Follow Money of mine on Twitter Follow Money of mine on LinkedIn Follow Money of mine of Instagram

May 3, 2023 • 48min
Picking Resource Projects with Warren Irwin, CIO Rosseau AM
We had the great opportunity to have an in-depth discussion with Warren Irwin, founder and chief investment officer of Rosseau Asset Management, one of the longest running natural resource focused hedge funds globally. Our discussion ranged from the current macro landscape as it relates to resource investing, government intervention in the sector and how he goes about picking resource juniors plus a whole lot more. We hope you enjoy the chat! All Money of Mine episodes are for informational purposes only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Follow Money of mine on Youtube Follow Money of mine on Twitter Follow Money of mine on LinkedIn Follow Money of mine of Instagram

May 2, 2023 • 48min
Did Gascoyne (GCY) make the right call? With MD Simon Lawson
On the show today we have a chat with Simon Lawson, Managing Director of Gascoyne Resources. The company has had a tumultuous past couple of years, culminating in a trading suspension last November which lasted over 4 months and a restructuring of the business. They put the Dalgaranga plant on care and maintenance and raised $50m to drive exploration and cover costs. We dig deep into management and the boards approach to this decision and explore what alternatives the company had. All Money of Mine episodes are for informational purposes only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Follow Money of mine on Youtube Follow Money of mine on Twitter Follow Money of mine on LinkedIn Follow Money of mine of Instagram

May 1, 2023 • 35min
AVZ’s governance, BCI seeing Mardie through
With quarterly season now over, we used the chance to name and shame companies who only managed to get their reports out after market on Friday. Then we gave our thoughts on the AVZ Minerals’ year-long suspension and the company’s corporate governance throughout before covering the latest financing arrangements at BCI Minerals. All Money of Mine episodes are for informational purposes only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Follow Money of mine on Youtube Follow Money of mine on Twitter Follow Money of mine on LinkedIn Follow Money of mine of Instagram

Apr 28, 2023 • 54min
Sandfire’s leverage, Adriatic CEO & GM insights
With everything that’s going on at Sandfire, we decided to read into their recent quarterly. We also had a chat with Adriatic Metals CEO Paul Cronin and GM Matthew Hine on how the Vares polymetallic mine is ramping up in Bosnia. All Money of Mine episodes are for informational purposes only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. All Money of Mine episodes are for informational purposes only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Follow Money of mine on Youtube Follow Money of mine on Twitter Follow Money of mine on LinkedIn Follow Money of mine of Instagram

Apr 27, 2023 • 31min
Bill Beament, can he do it again?
Develop Global (DVP) Managing Director Bill Beament joins Money of Mine to unpack their recent quarterly and go over the company’s trajectory. DVP is positioning themselves as a base metals producer with the pending Woodlawn and Sulphur Springs Copper/Zinc projects, in parallel with their Underground Mining Services division. All Money of Mine episodes are for informational purposes only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Follow Money of mine on Youtube Follow Money of mine on Twitter Follow Money of mine on LinkedIn Follow Money of mine of Instagram

Apr 26, 2023 • 26min
MinRes Misses, Adriatic Drawdown
We take a look at Mineral Resources (MIN) quarterly, which the market hasn’t taken a liking to, then discuss Adriatic’s (ADT) progress in Bosnia Herzegovina and round off with a chat about Agrimin (AMN), in the forgotten potash sector. All Money of Mine episodes are for informational purposes only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Follow Money of mine on Youtube Follow Money of mine on Twitter Follow Money of mine on LinkedIn Follow Money of mine of Instagram

Apr 25, 2023 • 44min
Blair Way LIVE – Patriot Battery Metals (PMT)
Patriot Battery Metals (PMT) CEO Blair Way joins us LIVE in Perth to follow up on our initial chat. We talk about the retail popularity of the stock, the infamous drill cross sections and much more. All Money of Mine episodes are for informational purposes only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Follow Money of mine on Youtube Follow Money of mine on Twitter Follow Money of mine on LinkedIn Follow Money of mine of Instagram