Mineral Media
Money of MineEpisodes
Episodes of Money of Mine
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BHP eye off Anglo American. Wow.We also got round to chatting about Chalice’s (CHN) bizarre buying in Encounter (ENR) stock, Lynas’s (LYC) cost blowout at Kalgoorlie, Metals X’s (MLX) disappointing quarter of production and Equinox (EQX.nyse) s
On the show today we had Brian Laks, co-chief investment officer of Old West, an LA-based investor.Brian has gone deep into a number of the markets that we love chatting about, and we had a great time talking about uranium, tin, copper, gold, s
Here’s our interview with Geoff Wilson and Cooper Rogers of Wilson Asset Management, one of the biggest players in the Australian funds management world.JD sat down with the pair to hear how the LIC manager is seeing the current macro landscape
First up, the big one, South32 (S32) finally shared an update on Groote Eylandt amongst their quarterly. Then, we got into the detail at Ramelius (RMS) who had a bumper quarter and onto Base Resources (BSE) who copped a huge takeover premium fr
Mike Alkin is the Chief Investment Officer and Founder of Sachem Cove Partners, a specialty Uranium fund based in New York. This is an extremely high-level discussion around everything Uranium, from the mining all the way to enrichment and powe
Today we did a tour around through the gold producers who reported quarterlies, including Bellevue (BGL), Genesis (GMD), Catalyst (CYL) and Tietto (TIE), then onto Spartan (SPR) who’re doing a big $80m raising.AIC Mines’ (A1M) quarterly got a s
We started today with a deep dive into Spartan (SPR) on the back of recent results, followed by a breakdown of Macmahon (MAH) acquiring Decmil (DCG). Next, we discussed the latest in Gold Road’s potential Greenstone interest, then Pantoro’s qua
Plenty to chat about today, with Gold Road (GOR) taking the top story, confirming their interest in Greenstone Gold, and following on with the theme of gold, Predictive Discovery (PDI) releasing their Bankan PFS.The US & UK’s decision to ban Ru
Metallurgy is a part of mining that isn’t often spoken about but can dictate the outcome. Nathan Stoitis broke things down for us, including why recoveries are a function of grade, the tricks company’s do to make projects look good, how you sho
We’ve got a bit of a different episode today. Metals prices have been ticking up, so we did a broad check-in on a range of metals including gold, silver, manganese, zinc, copper & nickel, before going very deep into the fascinating set-up in PG
Today kicked off with a chat about the news that MinRes (MIN) had sold out its 14% stake in Develop (DVP) to a group of investors, before getting into a gold speculation, touching on Westgold, Karora, Ramelius, Northern Star, De Grey, Spartan a
Two big stories grabbed our attention today.We started by chatting about the curious trading in Azure (AZS) stock on the day of the EGM which we attended, followed up by the big gold merger between Westgold (WGX) and Karora (KRR.t).In addition,
We had the delight of interviewing Ahmad Saleem on everything exploration.Ahmad is a master of many trades. He’s a geologist, he’s started numerous businesses and has worked in private equity amongst many roles. We spoke about whether the juni
We’ve got three big stories to chat about today. Firstly, The Fumble in the Jungle (or The Battle for Sierra Rutile) has had some exciting developments that we give coverage to. Secondly, Winsome’s (WR1) announced an option to buy the Renard di
Quarterly season has begun! We kick off with diverging reports from Westgold (WGX) and Ramelius (RMS) then move onto Regis (RRL) which disappointed with updated figures from McPhillamy’s.Next up we chatted about some speculation from the Direct
We’ve got plenty to talk about after the long Easter break, starting with rumours of what Karora business combination could look like. Naturally, we tied Westgold (WGX), Ramelius (RMS) and Pantoro (PNR) into the conversation.Hammer (HMX) & Carn
Our conversation with Will Thomson of Massif Capital covered plenty of ground including the art of short selling as well as specific company shorts, the change in sentiment around copper, the long & short of lithium, whether uranium is misunder
Mining news is all go, with Albemarle (ALB.nyse) trying to grab the attention of the lithium market through an auction sale, leading to us yarning about the state of the lithium market. The Battle of Sierra Rutile (SRX) has become one of the mo
We start todays show with the most eye-catching story, the unfortunate announcement that 29M have suspended operations and are back to square one at Capricorn Copper. Following on with the Copper theme, we discussed the eye-catching rumours tha
Pilbara Minerals (PLS) kick starts the show by finally sharing more on its downstream plans while Genesis (GMD) vied for our attention with the big 5-year strategy.Brightstar (BTR) is tying the knot with unlisted Linden whilst raising capital a
Money Miners, we’ve got the interview for all your battery metals questionsWe had a conversation with Matt Fernley (founder of Battery Materials Review & Head of Research at Westbeck Capital) to talk about lithium cost curves, inventories, Chin
We’ve got a big one Money Miners.We started the show by dissecting a bearish report written on IGO, before discussing the latest news from Develop (DVP). Next, we pulled apart Sierra Rutile (SRX) in one of the year’s most fascinating M&A storie
We ripped into the show with a chat on Bellevue’s (BGL) grade control drilling and asked the question – will they rattle the tin again?Next, we delved into some intriguing posts by Develop (DVP) and Global Lithium (GL1) after MinRes’s announcem
There’s was plenty of news to start the week, with MinRes (MIN) buying Lake Johnston off Poseidon (POS), South32’s (S32) GEMCO operations being hit by Cyclone Megan and the Battle of Nyanzaga draws one step closer to an end (ORR, PRU, SVM.t).Ni
We got the big man Rick Rule on to take the temperature on explorers, numerous commodities and where there’s value in the market.Our conversation covered some of the nuances in the uranium market, whether lithium is hated enough yet, his though
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