Money of Mine
Mineral Media
Where mining meets equity markets, and noise gets cut to signal. We unpack the stories moving commodities, companies, and capital without the fluff. Featuring candid conversations with fund managers, executives, and commodity specialists. Hosted by Travis Ricciardo and Jonas Dorling.
Episodes
Mentioned books
Jun 1, 2025 • 45min
Why Mega Deal "GlenTinto" is On (with Koala)
For today’s show we welcome back the Koala.It’s been a busy period of big announcements on the global mining stage, with Rio’s CEO announcing his resignation, Glencore seemingly prepping for a deal, Harmony Gold bidding for MAC, Adriatic and Dundee appearing on the cusp of a deal, Alphamin outshining Metals X and NexGen highlighting the prospectivity of the Athabasca Basin. Who better to pick this all apart with?Find the Koala on Twitter here: https://x.com/YellowLabLife……………TIMESTAMPS(00:00) Introduction(01:37) Rio-Glen: Back on?(03:18) Why Jakob left(13:20) Is Glencore Desperate?(20:34) Will GLEN’s weak stock stop a deal(24:58) The appeal of NexGen(32:04) Will Harmony have an interloper for MAC(34:44) The clock ticks for Adriatic - Dundee(37:11) Alphamin vs Metals X ……………Join 12k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining ……………PARTNERSThank you to the mining services businesses that make this content possible: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: pn@groundedgroup.com.au Sandvik Ground Support – The only ground support you’ll ever need 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 | Ryan O'Sullivan: ryan@k-drill.com.au +61 427 783 190 KCA Site Services – Workforce and equipment solutions for mining and civil projects | admin@kcasiteservices.com.au 1300 143 947 Black Diamond Drilling Services – Drilling consumables supplier for the mining industry support@bddrill.com.au +61 450 944 489 Cross Boundary Energy – Independent power producer for the global mining industry | tim.taylor@crossboundary.com +61 466 184 943 ……………FOLLOW & CONNECT• YouTube: @MoneyofMine• Twitter / X: @moneyofminepod• LinkedIn | Instagram | Facebook• Travis Ricciardo: @TRAVmoneyofmine• Jonas Dorling: @JDmoneyofmine• Email us Word on the Decline: gc@moneyofmine.com……………JOIN THE GROUP CHAT• Step 1: Join the Money Miners Facebook Group• Step 2: Request access to the HOOTEROO chat……………DISCLAIMERAll information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer.
May 30, 2025 • 46min
What's Gone Wrong at Ivanhoe? (Neil Ringdahl)
On the show today we’re joined by Neil Ringdahl to pick apart the challenges at Ivanhoe’s Kamoa-Kakula.Neil technical background made him the perfect person to walk us through the news that shook Ivanhoe. The seismic events & flooding that’ve disrupted Africa’s biggest copper mine has put an already jumpy copper market on edge, providing plenty of talking points.In addition, the Koala jumped on with us to share perspectives on why this led to such a volatile 25%+ drop, and what could happen from here.Neil Ringdahl's Twitter: https://x.com/neilringdahl ……………TIMESTAMPS(00:00) Introduction(03:26) Neil Ringdahl on MoM(05:23) Understanding the KK challenges(23:10) What next for Ivanhoe(33:30) Dearth of talent attracted to mining(42:05) Koala on MoM……………Join 12k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining ……………PARTNERSThank you to the mining services businesses that make this content possible: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: pn@groundedgroup.com.au Sandvik Ground Support – The only ground support you’ll ever need 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 | Ryan O'Sullivan: ryan@k-drill.com.au +61 427 783 190 KCA Site Services – Workforce and equipment solutions for mining and civil projects | admin@kcasiteservices.com.au 1300 143 947 Black Diamond Drilling Services – Drilling consumables supplier for the mining industry support@bddrill.com.au +61 450 944 489 Cross Boundary Energy – Independent power producer for the global mining industry | tim.taylor@crossboundary.com +61 466 184 943 ……………FOLLOW & CONNECT• YouTube: @MoneyofMine• Twitter / X: @moneyofminepod• LinkedIn | Instagram | Facebook• Travis Ricciardo: @TRAVmoneyofmine• Jonas Dorling: @JDmoneyofmine• Email us Word on the Decline: gc@moneyofmine.com……………JOIN THE GROUP CHAT• Step 1: Join the Money Miners Facebook Group• Step 2: Request access to the HOOTEROO chat……………DISCLAIMERAll information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer.
May 27, 2025 • 36min
The Secret Masterplan of ASX’s Most Loved Miner?
Today’s show covered it all, from a deep dive into WA gold to what it takes to turn a company into an institutional-grade powerhouse. From the Genesis deal to snap up Focus Minerals’ Laverton project, to the growth plans, we picked it apart. Plus, what’s brewing at Sunrise Dam, Regis Resources, and Magnetic Resources?And where does a potential Genesis-Vault merger fit into the picture?……………TIMESTAMPS (00:00) Introduction(00:41) Unpacking Genesis' Deal(03:50) “4Moz” – Should we be Sceptical? (08:41) An Unsubstantiated Rumour(13:54) When will Magnetic get bought?(17:08) Is Sunrise Dam for sale?(21:39) Will the tie-up with Vault happen next?(25:35) What's next for Regis?(26:59) Focus Minerals – Undervalued?(29:48) The Art of Genesis' Institutional Appeal……………Join 12k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining ……………PARTNERSThank you to the mining services businesses that make this content possible: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: pn@groundedgroup.com.au Sandvik Ground Support – The only ground support you’ll ever need 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 | Ryan O'Sullivan: ryan@k-drill.com.au +61 427 783 190 KCA Site Services – Workforce and equipment solutions for mining and civil projects | admin@kcasiteservices.com.au 1300 143 947 Black Diamond Drilling Services – Drilling consumables supplier for the mining industry support@bddrill.com.au +61 450 944 489 Cross Boundary Energy – Independent power producer for the global mining industry | tim.taylor@crossboundary.com +61 466 184 943 ……………FOLLOW & CONNECT• YouTube: @MoneyofMine• Twitter / X: @moneyofminepod• LinkedIn | Instagram | Facebook• Travis Ricciardo: @TRAVmoneyofmine• Jonas Dorling: @JDmoneyofmine• Email us Word on the Decline: gc@moneyofmine.com……………JOIN THE GROUP CHAT• Step 1: Join the Money Miners Facebook Group• Step 2: Request access to the HOOTEROO chat……………DISCLAIMERAll information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer.
May 23, 2025 • 38min
Iron Ore Top Dogs Argue About Who is #1
This week, we hit the Fin’s Mining Summit and rubbedshoulders with the who’s who of Australia’s mining elite.We decide to break down the big themes everyone’s debating — who’s really top dog in iron ore, which miners should do a copper deal, how to make Australia #1 in mining as well as plenty of cracking one-liners.Plus, Adriatic Metals lit up the market after revealing talkswith Dundee Precious, so naturally, we ripped into who likely leaked it, why, and what will come next.……………TIMESTAMPS (00:00) Introduction(00:52) Hot Takes from the Mining Summit(04:49) BHP vs FMG showdown(06:32) John Welborn Jokes and g eopolitical risk(10:47) Why the room stops when Jake Klein talks(12:40) The case for M&A(16:09) Are copper plays cheap?(19:49) Lynas crack China with first heavy RE production(22:14) How to make Australia #1(28:31) Adriatic and Dundee Precious Metals deal talk……………Join 12k+ subscribers to the Director’s Special:one daily email with all the news that matters in mining ……………PARTNERSThank you to the mining services businesses that make thiscontent possible: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: pn@groundedgroup.com.au Sandvik Ground Support – The only ground supportyou’ll ever need 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 | Ryan O'Sullivan: ryan@k-drill.com.au +61 427 783 190 KCA Site Services – Workforce and equipment solutions for mining and civil projects | admin@kcasiteservices.com.au 1300 143 947 Black Diamond Drilling Services – Drilling consumables supplier for the mining industry support@bddrill.com.au +61 450 944 489 Cross Boundary Energy – Independent power producer for the global mining industry | tim.taylor@crossboundary.com +61 466 184 943 ……………FOLLOW & CONNECT• YouTube: @MoneyofMine• Twitter / X: @moneyofminepod• LinkedIn | Instagram | Facebook• Travis Ricciardo: @TRAVmoneyofmine• Jonas Dorling: @JDmoneyofmine• Email us Word on the Decline: gc@moneyofmine.com……………JOIN THE GROUP CHAT• Step 1: Join the Money Miners Facebook Group• Step 2: Request access to the HOOTEROO chat……………DISCLAIMERAll information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer.
May 20, 2025 • 32min
Will a bidding war begin on this copper junior?
Xanadu finally received a cash bid, but it came from anunexpected bidder. We’re hooked and naturally, we explore the likelihood of a bidding war should Zijin feel the pressure to bid now.The most publicised sale process at the moment has to beRavenswood Gold. Amazingly, there’s only two bidders left. One of which is Regis, and we tell you why we don’t really think Regis will buy it.Plus, we kick off by sharing some feedback from the Money Miners we’ve received over the last two days.……………TIMESTAMPS (00:00) Introduction and Feedback from the Money Miners(04:01) Xanadu to spark a Bidding War?(16:12) Ravenswood Gold Mine Sale Dynamics……………Join 12k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining ……………PARTNERSThank you to the mining services businesses that make thiscontent possible: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: pn@groundedgroup.com.au Sandvik Ground Support – The only ground support you’ll ever need 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 | Ryan O'Sullivan: ryan@k-drill.com.au +61 427 783 190 KCA Site Services – Workforce and equipment solutions for mining and civil projects | admin@kcasiteservices.com.au 1300 143 947 Black Diamond Drilling Services – Drilling consumables supplier for the mining industry support@bddrill.com.au +61 450 944 489 Cross Boundary Energy – Independent power producer for the global mining industry | tim.taylor@crossboundary.com +61 466 184 943 ……………FOLLOW & CONNECT• YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook • Travis Ricciardo: @TRAVmoneyofmine • Jonas Dorling: @JDmoneyofmine • Email us Word on the Decline: gc@moneyofmine.com ……………JOIN THE GROUP CHAT • Step 1: Join the Money Miners Facebook Group • Step 2: Request access to the HOOTEROO chat ……………DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer.
May 18, 2025 • 1h 26min
Market Intel from a Commodity Trader & China Analyst
Commodity trader Bentley Attebery and China macro analyst Rogan Quinn join us for a unique conversation. The pair delve into the current dynamics of commodity markets, particularly focusing on China's economic activities and their impacts on metals, property, and renewable markets. They explore China's cyclical stabilisation, the state of the real estate market, US tariffs' effects on global trade, as well as niche metals and newer commodities.This interview was recorded on 13 May 2025.Timestamps (00:00) Introduction (01:54) China's Economic Landscape (04:39) Real Estate Market Insights (11:31) Steel and Iron Ore Market Analysis (16:22) West African Mining Developments (29:40) Electrification and Renewable Energy in China (41:16) Market Dynamics and Lithium Prices (41:44) Battery Energy Storage in North America (43:17) China's Shift in Battery Chemistry (44:14) Challenges in Lithium Trading (47:28) Sodium vs. Lithium Batteries (51:51) Direct Lithium Extraction (DLE) (53:27) Lithium Sulfate Monohydrate (55:33) Tantalum and Niobium Markets (01:01:24) Tin Market and Supply Disruptions (01:08:38) Copper Market and Tariff Impacts (01:17:46) Global Trade and Economic Implications Join 12k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining PartnersThank you to the mining services businesses that make this content possible: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: pn@groundedgroup.com.au Sandvik Ground Support – The only ground support you’ll ever need 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 | Ryan O'Sullivan: ryan@k-drill.com.au +61 427 783 190 KCA Site Services – Workforce and equipment solutions for mining and civil projects | admin@kcasiteservices.com.au 1300 143 947 Black Diamond Drilling Services – Drilling consumables supplier for the mining industry support@bddrill.com.au +61 450 944 489 Cross Boundary Energy – Independent power producer for the global mining industry | tim.taylor@crossboundary.com +61 466 184 943 Follow and connect with us• YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook• Travis Ricciardo: @TRAVmoneyofmine• Jonas Dorling: @JDmoneyofmine• Email us Word on the Decline: gc@moneyofmine.comJoin the group chat• Step 1: Join the Money Miners Facebook Group• Step 2: Request access to the HOOTEROO chatDisclaimerAll information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer.
May 16, 2025 • 55min
Never Compromise on Stock Quality (Dave Franklyn)
In today’s episode, we invited on Dave Franklyn of Argonaut Funds Management.We thoroughly enjoyed this conversation, which traversed many topics, including how to make sense of the macro environment, why Dave never compromises on stock quality, how he positions in times of uncertainty, the lessons he’s learnt along his investment journey and his thoughts on a host of individual stocks. We hope you enjoy the chat. Chapters:(0:00:00) Introduction(0:00:44) Dave Franklyn back on MoM(0:01:25) The Trade War(0:03:32) China's catch-22(0:05:15) Australia precarious position(0:08:00) Why gold(0:09:34) Are tariff's paused… or gone(0:11:20) Safety in cash(0:16:10) Don't compromise on quality(0:21:18) Jurisdictional risk(0:24:35) Why NexGen(0:26:43) Canada moving in a better direction?(0:28:30) Greatland - Still cheap?(0:33:20) What's going to happen to Bellevue(0:36:20) The sweet spot for MAC(0:38:25) Develop Mining Services(0:40:01) Lessons on the Lassonde Curve(0:45:05) Why no Sandfire?(0:49:15) Value in rare earths(0:51:26) Biggest mistake (0:52:26) Best callSign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members enter code MOMNM at checkout for $160 off your registration. Brisbane, 20 - 22 May, 2025 Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor https://www.mineralminingservices.com.au/join-us/ - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - pn@groundedgroup.com.au Sandvik Ground Support – The only ground support you’ll ever need http://www.rocktechnology.sandvik/groundsupport 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 KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance admin@kcasiteservices.com.au – 1300 143 947 Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries support@bddrill.com.au - +61 450 944 489 Cross Boundary Energy – Independent Power Producer for the global mining industry tim.taylor@crossboundary.com - +61 466 184 943 Join our exclusive Money Miners Facebook Group
May 15, 2025 • 50min
Lots of confusion with Liontown... and with Money of Mine
It’s been a big week at Money of Mine, so we start today’s show with an open yarn about it.To get back into the swing and talk about what we’re fascinated by, we dove in a big story.Why Liontown has run so hard and what the futures holds for them. And we decided to include an open discussion we had after ripping the episode.Sign-up for the Director’s SpecialChapters:(00:00) Changes at Money of Mine(09:24) What health is Liontown in(15:13) The balance sheet.(25:50) Why has LTR run so hard?(33:12) Post-episode open conversation Please read our Privacy Policy and Disclaimer here Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members enter code MOMNM at checkout for $160 off your registration. Brisbane, 20 - 22 May, 2025 Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor https://www.mineralminingservices.com.au/join-us/ - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia-wide Paul Natoli - pn@groundedgroup.com.au Sandvik Ground Support – The only ground support you’ll ever need http://www.rocktechnology.sandvik/groundsupport 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 KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance admin@kcasiteservices.com.au – 1300 143 947 Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries support@bddrill.com.au - +61 450 944 489 Cross Boundary Energy – Independent Power Producer for the global mining industry tim.taylor@crossboundary.com - +61 466 184 943 Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram
May 9, 2025 • 1h 5min
Navigating Market Chaos with Resource Investor Will Thomson
Will Thomson of Massif Capital has a unique way of thinking about opportunities so we were thrilled to cover topics including tin and the DRC, copper and Zambia, USA’s growing understanding of mineral importance, gold miners in the Americas and some fascinating thoughts on the investment business.Follow Will on Twitter @wmthomson22 Sign-up for the Director’s Special Chapters:(00:00:00) Introduction: Will Thompson(00:02:30) Macro View: Resources vs. Mag 7(00:08:00) Navigating Market Uncertainty(00:11:00) Alphamin & DRC (AFM.V)(00:21:00) Zambia's Copper Potential & Midnight Sun Play(00:28:00) Gold Strategy: Equinox & Scale Debate(00:35:00) Gold: G Mining & Guyana(00:38:00) Portfolio Construction(00:42:00) Idea Generation & The Multistrat Model Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor https://www.mineralminingservices.com.au/join-us/ - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - pn@groundedgroup.com.au Sandvik Ground Support – The only ground support you’ll ever need http://www.rocktechnology.sandvik/groundsupport 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 ryan@k-drill.com.au - +61 416 015 876 KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance admin@kcasiteservices.com.au – 1300 143 947 Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries support@bddrill.com.au - +61 450 944 489 Cross Boundary Energy – Independent Power Producer for the global mining industry tim.taylor@crossboundary.com - +61 466 184 943 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
May 7, 2025 • 1h 11min
Fund Manager David Finch has message for Gold Miners
Fund manager, David Finch of Ixios Asset Management kindly joined us to explore the full spectrum of mining equites. We largely discuss the state of gold miners who will be flush with cash at current gold prices. The question on David’s mind: which ones will allocate that cash best?Plus we explore the more ‘out of favour’ commodities on David’s mind. Sign-up for the Director’s Special Chapters:(0:00) Preview(0:17) David Finch joins, state of gold miners today(5:50) Exemplary Capital Management (AEM)(8:10) Growth M&A vs. Per-Share Value(13:35) China's Strategic Gold Accumulation(16:00) Portfolio Strategy: Quality vs. Leverage(20:00) Australia vs. Canada(29:40) Transition Metals: Copper Outlook(48:30) Contrarian Views & Copper Stock Value -- Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members enter code MOMNM at checkout for $160 off your registration. Brisbane, 20 - 22 May, 2025 Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor https://www.mineralminingservices.com.au/join-us/ - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide Paul Natoli - pn@groundedgroup.com.au Sandvik Ground Support – The only ground support you’ll ever need http://www.rocktechnology.sandvik/groundsupport 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 KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance admin@kcasiteservices.com.au – 1300 143 947 Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries support@bddrill.com.au - +61 450 944 489 Cross Boundary Energy – Independent Power Producer for the global mining industry tim.taylor@crossboundary.com - +61 466 184 943 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
