In this episode, we sit down with Le Shrub for a wide-ranging conversation on today’s markets - what he calls the Golden Age of Grift. From currency debasement to the rolling Ponzi cycle, Shrub lays out why valuation no longer drives markets, why real assets matter more than ever, and how to survive when both sides of the barbell can break. We cover: • Why currency debasement is now a permanent feature, not a bug • The barbell approach to portfolio construction in an era of grift • Platinum, tin and the case for overlooked critical metals • Why Brazil could be the real asset trade of the decade • Shrub’s takes on Tesla, Nvidia, MicroStrategy and the Ponzi rotations • Memes, markets and making blood sacrifices to the market gods Whether you’re a gold bug, a tin bull, or just curious about how to navigate a world of grift, Shrub brings his trademark mix of insight, parody and hard market truths. Subscribe to Le Shrub’s articles: https://www.shrubstack.com/ and follow him on X: https://x.com/agnostoxxx Companies mentioned: GLEN.L, AAL.L, MP.NY, NAK.NY, NDM.TO, MLX, AFM.V, VALE, IMP.JO, SBSW, TSLA, NVDA, MSTR, IONQ, QUBT, RGTI, OPTT. This interview was recorded on 19.9.2025. ....……… TIMESTAMPS (0:00) - Intro(4:00) - The Golden Age of Grift(9:10) - Shrubs Strategy Right Now(21:10) - Run up in Ethereum, Commodities, Etc(26:40) - What Metals are up Next(33:50) - Canada and the United States Relationship(35:40) - What Would a Resolution Between Russia and Ukraine Do for the Markets(39:30) - Why Brazil Would be a Massive Beneficiary of Debasement(54:20) - Thoughts on Palladium(1:02:30) - Rolling Ponzi Thesis(1:06:30) - Do Valuations Matter?(1:12:30) - Final Thoughts …………… Join 14k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… PARTNERS Thank you to the mining services businesses that make this content possible: Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial IMARC 2025 – Sydney, October 21st to 23rd. Get your tickets– investors go free …………… 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 MoneyMiners 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.
This week’s wrap is action-packed, featuring the Koala(@YellowLabLife). We kick off with his takeaways from Beaver Creek and theWorld Nuclear Association conference – then jump into the froth and speculation sweeping the sector. Then we dive deeper into debate on the Anglo Teck deal,posing the question, why now? Grade Control covers:The US’ plans for a mining fund in JV with OrionQatar’s US$500m Ivanhoe investmentBHP’s Saraji South closureBarrick’s Fourmile PEA numbers Sweet or Sour Deal features: Paladin’s $300m raiseAlamos’ US$470m Turkish asset saleNewmont offloading Coffee to FuerteAnd as always, we finish with some hidden gems. Stocks mentioned: STN, MUX.NYSE, SRL, DTR, LKY, MP.NYSE, ALL.L, TECK.TO, IVN.TO, BHP, B.NYSE, PDN, AGI.TO, NEM, FMT.V This was recorded on 18.9.2025. …………… TIMESTAMPS 00:00 Preview 00:44 Beaver Creek & World Nuclear Association Takeaways 18:30 Froth and Speculation in the Sector 28:53 Anglo–Teck Deal: Why Now? 41:40 Grade Control 41:40 US-Orion $5B Mining Fund 47:26 Qatar's $500M Ivanhoe Investment 50:27 BHP's Saraji South Closure 56:00 Barrick's Fourmile PEA1:00:08 Sweet or Sour Deal 1:00:08 Paladin's $300M Raise 1:02:21 Alamos' $470M Turkish Asset Sale 1:04:50 Newmont's Coffee Project Sale 1:11:42 Hidden Gems …………… Join 14k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… PARTNERS Thank you to the mining services businesses that make this content possible: Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial IMARC 2025 – Sydney, October 21st to 23rd. Get your tickets– investors go free …………… 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 MoneyMiners 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.
We sat down with Peter Prendiville and Chris Wiener, the people behind Norfolk Capital Management. Norfolk is one of the newest resource funds on the block. While being new, Norfolk’s returns have been spectacular since the fund kicked off, buoyed by a sound investment process and enviable exploration success. Pete and Chris shared this process through the conversation and explored the big winners they have had to date: WA1; Q2 Metals; Adriatic; New World; Almonty and Commerce Resources. And we spoke about the ideas that didn’t go to plan – being too early in beaten up commodities in names hampered by debt. Norfolk is currently positioned more defensively than historically, with the majority of their capital in cash. Naturally, the macro outlook behind this was something we had to talk about too. To wrap things up, we did an overrated-underrated segment. And we also spoke about our top longs and shorts we shared over a beer in November last year. This was recorded on 15th September 2025. Stocks mentioned in the episode include: WA1.ax AII.ax QTWO.v ADT.ax NWC.ax MAC.ax FFM.ax GLEN.l CCE.v MRZ.ax MIN.ax MTM.ax IPX.ax PNR.ax YRL.ax BOE.ax TRE.ax JRV.ax Connect with Peter Prendiville on LinkedIn here: https://www.linkedin.com/in/peter-prendiville-53a76998/ Connect with Chris Wiener on LinkedIn here: https://www.linkedin.com/in/christopher-wiener-22874a4a/ …………… TIMESTAMPS (00:00) Intro and backgrounds(10:00) Portfolio composition(12:20) Big wins: Almonty(20:40) Picking WA1 pre-discovery(24:00) How important management is(29:40) NWC, MAC, Adriatic(38:00) GLEN, FFM(44:00) What to avoid(48:50) Outlook ahead(1:07:00) Overrated/Underrated(1:17:00) Predictions from last year: were we right or wrong …………… Join 14k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… PARTNERS Thank you to the mining services businesses that make this content possible: Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial IMARC 2025 – Sydney, October 21st to 23rd. Get your tickets– investors go free …………… 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 MoneyMiners 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.
This week’s wrap is packed – featuring special guest James Nicholls, a resources M&A lawyer with an abundance of deal-making experience. We kick off with the industry’s biggest shake-up in a decade: Teck and Anglo American’s plan to tie the knot – a deal we could spend hours dissecting. From there, James takes us into his sweet spot, unpacking the rise of retail shareholder activism through the lens of Capricorn and Warriedar.Grade Control - BHP & Rio in the wake of the mega-deal - Rio’s challenges with Guinea’s downstream push - Iluka shelving Cataby & SR2 - Genesis’ approval for Tower Hill Sweet & Sour Deals - Jindalee’s SPAC agreement - Alcoa’s cheque for Western Gas - Marimaca’s “non-deal roadshow” - Elemental Royalty & EMX’s merger - New Found Gold’s takeover of Maritime Stocks covered: AAL.L, TECK.TO, BHP, RIO, WA8, CMM, AVL, ILU, GMD, JLL, AAI, MC2, ELE.C, EMX.C, NFG.C, MAE.V Hidden Gems: Grant Williams & Tony Deden Interview This was recorded on 10/9/2025. …………… TIMESTAMPS (00:00) — Teck and Anglo American's Deal (00:42) — Deal Background & Context (02:33) — Market Reaction & Synergies (04:19) — Regulatory Hurdles & Interloper Risk (13:27) — Rise of Retail Shareholder Activism (13:34) — Background of Capricorn-Warriedar Deal (14:42) — Retail Shareholder Response (16:14) — Evolution of Shareholder Activism (35:24) — Grade Control (35:43) — BHP & Rio in the wake of the mega-deal (38:23) — Rio’s challenges with Guinea’s downstream push (40:26) — Iluka shelving Cataby & SR2 (42:33) — Genesis’ approval for Tower Hill (45:54) — Sweet & Sour Deals (45:54) — Jindalee’s SPAC agreement (48:18) — Alcoa’s cheque for Western Gas (50:02) — Marimaca’s “non-deal roadshow” (51:08) — Elemental Royalty & EMX’s merger (52:25) — New Found Gold’s takeover of Maritime (54:09) — Hidden Gems …………… Join 14k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… PARTNERS Thank you to the mining services businesses that make this content possible: Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial IMARC 2025 – Sydney, October 21st to 23rd. Get your tickets– investors go free …………… 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 MoneyMiners 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.
Coal and lithium are down 60 - 90% from their highs, uranium stocks have risen tenfold, and copper is on the cusp of breaking out. Where does a contrarian put capital next?In this episode, Brian Laks (Old West Management) shares how he’s positioning after being early and right on uranium:• Why coal and lithium are attractive again after brutal selloffs• How he identifies large, low-cost supply before the cycle turns• What uranium looks like today vs. five years ago• Why copper still has room to surprise to the upside• How he rotates portfolios—harvesting crowded trades, redeploying into hated onesIf you want to understand how a contrarian fund manager is navigating today’s commodity cycles, this is a must-listen.Connect with Brian on LinkedIn on X: • linkedin.com/in/brianlaks • x.com/brianlaksCompanies mentioned include:LUN.TO, ADT, AFM.V, NGEX.TO, WA1, MLX, SQM.NYSE, ALB.NYSE This was recorded on September 8th 2025. …………… TIMESTAMPS (0:00) – Intro(5:50) – Portfolio Approach(9:30) – Where are we within the uranium cycle(12:50) – How much he has invested in Uranium(17:00) – Did he stock up on Uranium while it’s been down?(20:00) – Restart and new Projects(25:20) – Copper(28:10) – NGEX and FILO(31:20) – Argentina problems(33:30) – Tin market(39:30) – Commodity Ratings(55:50) – Final Thoughts…………… Join 14k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… PARTNERS Thank you to the mining services businesses that make this content possible: Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial IMARC 2025 – Sydney, October 21st to 23rd. Get your tickets– investors go free …………… 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 MoneyMiners 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.
Gold is flying, rates are being lowered, and mining equities are finally waking up.A punchy tour through a risk-on week for gold and real assets, field notes from Africa Down Under, and three segments: Grade Control, Sweet/Sour Deals, and Hidden Gems.We hit Teck’s QB2 stumble, Anglo’s PGM exit, South32’s permitting spray, BHP’s 30-year paper, and a slate of under-the-radar African producers nearing first pour.Stocks covered: RMS, PNR, NST, CMM, ALK, GMD, ORN, WWI, TRE, AAU.L, TCG, PDI, AUE, RXR, AEE, SPD, TECK.NYSE, AAL.L, S32, LOT, ELE.V, BHPHidden Gem recommendations: - Quatr (app use is free) - Acquired: Standard Oil Ep - Speechify This was recorded on September 4th 2025. …………… TIMESTAMPS (0:00) Intro(2:00) Gold & Macro(5:30) Gold Stocks(9:30) ADU reflections(10:50) Orion(12:00) West Wills Mining(13:20) Ariana Mining(16:10) Turaco & Predictive(16:20) Many Peaks(17:00) Toubani(17:20) Resolute(17:40) Robex(19:40) Atlantic Lithium(21:00) Aura Energy(21:31) Southern Palladium(23:10) Grade Control & Teck(30:30) Anglo American(34:30) Graham Kerr – Investing in the USA vs Australia(38:50) Elemental Altus Royalty(42:40) BHP(46:40) Hidden Gems…………… Join 14k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… PARTNERS Thank you to the mining services businesses that make this content possible: Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial IMARC 2025 – Sydney, October 21st to 23rd. Get your tickets– investors go free …………… 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 MoneyMiners 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.
We’re excited to share a candid conversation with Greg Orrell — veteran fund manager and head of the OCM Gold Fund. With more than 30 years as a fund manager, Greg has seen plenty of booms, busts, and boardroom mistakes in the gold sector. In this episode, he unpacks why miners are making huge profits today, why investors still don’t believe it, and what discipline looks like in a true bull run. From the dangers of “profitless prosperity” to the new role of M&A, geopolitics, and debt, Greg lays out the frameworks that separate the winners from the also-rans. If you want to understand how the next cycle in gold equities could play out, tune in. We dig into where he’s finding value, the stocks catching his eye, how he builds a portfolio, what qualities he prizes in companies, and what he sees coming next in the precious metal arena. Connect with Greg on LinkedIn here Stocks covered: AEM.NY, B.NY, NEM, AUC, CYL, STN, IAG.NY, LUG.TO, ARTG.C, ORE, WAF, RSG, AAUC.TO …………… TIMESTAMPS (00:00) Preview and Introduction (01:20) Gold Equities Lag vs. Gold Price (04:00) Historical Gold Cycles & Debt Dynamics (07:10) Sentiment in the U.S.: Tech vs. Gold (09:20) Cut-Off Grades & Mill Expansions (13:40) Agnico Eagle Mines (AEM, NYSE/TSX) – Capital discipline & shareholder returns (20:40) M&A Discipline in the Gold Sector (23:10) Storing Gold vs. Selling Production (23:20) AngloGold Ashanti (AU, NYSE) – Nevada Silicon Project, redomiciling to U.S. (28:00) Ausgold (AUC.AX) – land package progress (29:30) Saturn Metals (STN.AX) – Heap leach project, scale, timeline (32:20) West African Resources (WAF.AX) – Burkina Faso government shakedown (33:40) Resource Nationalism Risk in Africa (36:30) Barrick Gold (GOLD/ABX) – Mali exposure, Bristow’s approach (37:15) Resolute Mining (RSG.AX) & Allied Gold (AAUC.TO) – West African operations (38:10) Lundin Gold (LUG.TO) – Fruta del Norte success, takeover speculation (41:00) IAMGOLD (IAG, NYSE) – Côté project ramp-up & M&A potential (42:20) Artemis Gold (ARTG.C) – Blackwater project outlook (42:30) Equinox Gold (EQX) – Greenstone project trajectory (46:00) NovaGold (NG, TSX/NYSE) & Barrick Gold – Donlin project challenges (47:30) Catalyst Metals (CYL.AX) – Plutonic & Trident projects, growth ambitions (50:30) Hedging Pitfalls – Bellevue (BGL.AX), RegisResources (RRL.AX) (53:30) Macro View – Gold’s Correlation to U.S. Debt, Long-term Positioning …………… Join 14k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… PARTNERS Thank you to the mining services businesses that make this content possible: Axis Mineral Services – Crushing services for all requirements in mining, milling & civil applications | jason.orourke@axisminerals.com.au Sandvik Ground Support – The only ground support you’ll ever need Africa Down Under – Get your tickets for Australia’s premier African-focused conference, running from Sept 3 – 5 Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial …………… 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 MoneyMiners 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.
This week we’re joined by Michael Willoughby of Pacific One Capital for the wrap. With his unique experience, Willo is the perfect guest to break down the shifting trends in how miners are getting financed and the geopolitical moves reshaping the sector.We grade BHP’s attempt to offload Nickel West, WestAfrican’s Burkina challenge, the blistering multiple expansion of mining services stocks, the 20-year anniversary of Shovelanna, and the flood of capital raisings hitting the industry.We round it out with the best books, pods, and ideas on ourradar.Stocks covered: FMG, MIN, BHP, WAF, GNG, MAH, PRN, RIO, LYC, CYM, CXO, PEN…………… TIMESTAMPS (00:00) Preview and Pre Chat (03:33) Cost of Capital Conundrum (12:22) A Multipolar World (18:06) Capital Formation Implications (23:15) Financing Structures and Asian Markets (29:37) Geopolitics (35:24) Future of Metal Markets (41:13) Grade Control: BHP, WAF, Mining Services (54:36) Sweet Deal Sour Deal: CYM, LYC, CXO, PEN (01:00:01) Hidden Gems: Book and Podcast Recommendations …………… Join 14k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… PARTNERS Thank you to the mining services businesses that make this content possible: Axis Mineral Services – Crushing services for all requirements in mining, milling & civil applications | jason.orourke@axisminerals.com.auSandvik Ground Support – The only ground support you’ll ever need Africa Down Under – Get your tickets for Australia’s premier African-focused conference, running from Sept 3 – 5 Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial …………… 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 MoneyMiners 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.
In today’s episode, we’re joined by renowned resource investor Rick Rule to explore where the most overlooked pockets of value lie in the market. Our conversation covers the most beaten-up parts of the market, whether there’s merit in playing the ‘picks n shovels’ approach to resources, how the financing side of the industry continues to evolve, his views on the latest government intervention in the sector, and plenty more.……………TIMESTAMPS (00:00) Introduction: Neglected Sectors (01:29) Oil and Gas (04:34) Government Influence on Commodities (09:29) Rare Earths and Global Supply Chains (15:54) Uranium Market Dynamics (26:28) Natural Resource Financing (28:21) Streaming and Royalties (35:08) Gold and Copper Miners (36:12) Barrick's Future (41:36) Mining Services Businesses (49:01) Lithium Market Insights (51:53) Vanadium and Nickel (56:49) Silver and Tin (01:03:11) Contrarian Views and the US Dollar ……………Join 14k+ 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: · Axis Mineral Services – Crushing services for all requirements in mining, milling & civil applications | jason.orourke@axisminerals.com.au· Sandvik Ground Support – The only ground support you’ll ever need · Africa Down Under – Get your tickets for Australia’s premier African-focused conference, running from Sept 3 – 5 · Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial …………… 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 MoneyMiners 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.
Daniel Dingo Harangozo of Nero Resource Fund is joins us on the mic as we review the big events of the week just gone.And there's no bigger news that China’s push toward “anti-involution” and what it means for commodity markets. From there, we cover the latest twists in Regis’ M&A hunt and Vault’s decision to buy back up to 10% of its shares.In Grade Control, we rank Peabody walking from Anglo’s coal deal, the ongoing drama at Resolution Copper, the rocket under rare earths, Kaili’s wild ride, and Endeavour’s strong views on hedging.On the deal-making front, we break down a wave of capitalraisings and Tianqi turning up the heat with JV-partner IGO.Finally, Dingo shares his picks from the juniors’ end – Black Canyon, Viridis and St Barbara.Stocks mentioned:RRL, VAU, BTU.NY, AAL.L, BHP, RIO, KLR, EDV.TO, LIN, ARU, WIA, MAU, IGO, BCA, VMM, SBMTIMESTAMPS (00:00) Introduction(04:24) The Nero investment style(05:47) Chinese Anti-Involution(11:01) Where Opportunities can be Found(14:21) Regis Rumours(20:46) Vault’s Buyback(25:26) Peabody Can Anglo Deal(34:10) Resolution Copper Controversy(36:16) US Mining Policy and Challenges(41:34) Rare Earths Surge(45:02) Endeavor Mining's Hedging Strategy(47:54) Sweet Deals: The Best of this Weeks Raisings(50:47) Miners Leave Australia(58:19) Tianqi Play Hardball with IGO(01:01:52) Hidden Gems and Junior Picks ……………Join 14k+ 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: · Axis Mineral Services – Crushing services for all requirements in mining, milling & civil applications | jason.orourke@axisminerals.com.au· Sandvik Ground Support – The only ground support you’ll ever need · Africa Down Under – Get your tickets for Australia’s premier African-focused conference, running from Sept 3 – 5 · Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial……………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 MoneyMiners 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.
With so much unfolding in China across the battery metalsspace, we sat down with YJ Lee at the perfect time.YJ runs a fund focused on the energy transition and bringsdeep expertise in both metals and battery markets. In this conversation, we dig into China’s policy pivot toward anti-involution and its knock-on effects for lithium and EVs. From there we dive deep into lithium itself – covering the demand and supply outlook, the surge in BESS, why inventories are often misunderstood, and plenty more.Follow YJ on Twitter: @usuallyYJLeeRecorded 19 August 2025.TIMESTAMPS (00:00) Introduction (02:06) China's Anti-Evolution Policy Impact on Lithium Markets (04:40) China's Competitive Market Dynamics (14:20) Licensing in China's Lithium Industry (20:00) The Growing Demand for EVs (24:14) Astounding Growth in BESS (25:17) China's Commercial Battery Economics (27:37) Solar and Battery Integration (28:33) LFP Dominance (29:25) CATL and Sodium-Ion Batteries (31:36) Lithium Market Dynamics (40:06) Global EV Adoption Trends (42:51) Overrated or Underrated: Quick Fire Segment (45:40) Closing Remarks and Reflections ……………Join 14k+ 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: · Axis Mineral Services – Crushing services for all requirements in mining, milling & civil applications | jason.orourke@axisminerals.com.au· Sandvik Ground Support – The only ground support you’ll ever need · Africa Down Under – Get your tickets for Australia’s premier African-focused conference, running from Sept 3 – 5 · Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial……………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 MoneyMiners 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.
We’ve got a new style of show that we’re pumped to share.The weekly wrap covering all the big stories in detail plus plenty highlights. We’ve got analysis, ratings and hot takes. And we're joined by Sam Berridge, Portfolio Manager of the Perennial Natural Resources Trust.Today’s show gets into the lithium melt-up, South32’s Mozalheadache, the cracking Hudbay-Mitsubishi deal as well as touching on Greatland, Stausholm’s farewell tour, the SYA-PLL deal struggle, Australia's Nyrstar rescue, Barrick’s Reko Diq financing & Energy Transition MineralsStocks: LTR, MIN, IGO, PLS, S32, HBM.TSE, GGP, RIO, SYA,PLL, B.NYSE, ETM, LZM.NYSE, SMI, BNZ, WTM, CTM, WA1, FAL, AAL.LSE, BTU.NYSE……………TIMESTAMPS (00:00) Introduction and New Show Format(01:28) We’ll be at Africa Down Under(03:01) Lithium Market Mayhem(09:05) Government investing in Liontown(14:52) South 32 and Mozal’s Power Woes(23:52) Mitsubishi’s Hudbay deal(32:30) Grade Control: Greatland Guidance(34:18) Jakob Stausholm’s Farewell Tour(36:30) Energy Policy(38:17) Piedmont Shareholder Vote Turnout(40:22) Australia's Nyrstar Bailout(43:59) Barrick's Pursuit of Reko Diq Debt(47:43) 60 Minutes Pumping Microcaps…(48:58) Sweet Deal or Sour Deal: Capital Raises, Lifezone and Peabody-Anglo(58:32) Big Brain, Small Brain: Smart and Dumb Moves……………Join 14k+ 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: · Axis Mineral Services – Crushing services for all requirements in mining, milling & civil applications | jason.orourke@axisminerals.com.au· Sandvik Ground Support – The only ground support you’ll ever need · Africa Down Under – Get your tickets for Australia’s premier African-focused conference, running from Sept 3 – 5 · Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial……………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 MoneyMiners 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.
We’re thrilled to bring you a candid conversation with ZimiMeka — co-founder and CEO of Ausenco, one of the world’s top mining engineering firms.From the soaring highs to unbearable lows, Zimi sharesstories of building mines in explosive-laden corners of Laos, hacking through Tanzanian & Zambian jungles, and navigating the temptations of debt and public markets.Packed with timeless business lessons, investor insights,and a few cracking tales, we thoroughly enjoyed this is a masterclass.This interview was recorded on 8 August 2025.……………TIMESTAMPS (00:00) Introduction to the Guest and His Achievements(02:04) The Commodity Supercycle and Ausenco’s Growth(08:03) Founding Ausenco and Early Challenges(12:25) Key Projects and Breakthroughs(16:38) Navigating Difficult Projects and Locations(21:13) Ausenco's History and Learnings(31:56) The Impact of Market Downturns(32:31) Strategic Shifts in Business Operations(33:17) Challenges in Project Feasibility and Execution(34:56) Cost-Effective Project Delivery(38:17) Balance Sheet Reflections(39:32) Navigating Financial Challenges and Private Equity Deals(46:45) Technological Innovations in Mining(47:52) The Essence of Engineering(51:30) Overrated or Underrated ……………Join 14k+ 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: · Axis Mineral Services – Crushingservices for all requirements in mining, milling & civil applications | jason.orourke@axisminerals.com.au· Sandvik Ground Support – The only ground supportyou’ll ever need · Cross Boundary Energy– Independent power producer for the global mining industry | tim.taylor@crossboundary.com +61 466 184 943· Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial……………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 MoneyMiners 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.
Today’s episode is an exploration into the story behind one of Australia’s greatest business success stories, Fortescue.The company has paid over $42B in dividends in its brief history, which began at Andrew Forrest’s kitchen table just 22 years ago. Within a few years it was one of the largest companies in the nation as it smashed through records while creating its foundation at Cloud Break. We focus in on the first 5 years, looking to relive the highs and lows, while attempting to understand the attributes that separated FMG from the pack.……………TIMESTAMPS(00:00) The Rise of Fortescue: A Story of Wealth Creation(00:36) The Early Years: Controversies and Challenges(02:23) Twiggy's Pre-Fortescue Ventures(09:13) The Birth of Fortescue Metals Group(16:40) Building the Dream Team(18:16) Aggressive Expansion and Exploration(30:17) Infrastructure Ambitions and Market Dynamics(36:50) Cracking the Geological Code(38:22) Discovering Cloudbreak: A Game-Changer(40:21) The Metallurgical Breakthrough(42:14) Strategic Moves and Market Reactions(53:07) The China Financing Debacle(01:00:22) Land Access Negotiations and Controversies(01:03:05) Innovative Mining Techniques(01:06:11) Rail and Infrastructure Developments(01:07:34) Financial Challenges and Strategic Partnerships(01:08:57) Legal Battles and Regulatory Scrutiny(01:12:06) Securing EPCM Contracts and Major Deals(01:16:36) Equity Investment and Loan Details(01:16:49) Fortescue's Financial Maneuvering(01:19:17) The Clock is Ticking: Securing Funds(01:22:20) Bond Rating Drama(01:27:01) Construction Challenges and Triumphs(01:33:12) Cyclone George and Its Aftermath(01:36:01) Fortescue's Meteoric Rise(01:39:52) Reflections on Fortescue's Journey(01:40:19) The Entrepreneurial Spirit(01:41:09) Lessons from the Past(01:42:22) Innovative Approaches and Cultural Impact(01:46:01) The Role of China and Market Dynamics(01:49:59) Twiggy's Unique Leadership(01:53:04) Final Thoughts and Legacy……………Join 14k+ 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: · Axis Mineral Services – Crushing services for all requirements in mining, milling & civil applications | jason.orourke@axisminerals.com.au· Sandvik Ground Support – The only ground support you’ll ever need· 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.
We kick things off with Australia’s bold indication to set arare earth floor price – a page right out of the US playbook – and then dive into the big question: Will the government step in to rescue all our struggling smelters and refiners?Then, we pick a part the most interesting content fromDiggers & Dealers, including funny takes, companies to watch plus the big themes.Companies mentioned: PNR, VAU, RMS, EMR, PMT, WTM, SMI, BTR, MM8, RXL, TCG, JMS, OBM, CMM, GMD, GNG……………TIMESTAMPS (00:00) Introduction(00:37) Aussie rare earth price floor to come?(11:24) Diggers highlights(13:24) Pantoro(15:55) Vault(17:27) Ramelius(22:02) Emerald(24:40) Patriot(25:05) Waratah(26:01) Santana(27:31) Brightstar(27:58) Medallion(29:53) Rox(31:43) Turaco(32:37) Jupiter(35:54) Big theme: bigger mills……………Join 14k+ 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: · Sandvik Ground Support – The only ground support you’ll ever need · CrossBoundary 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.
With the quarterly season wrapping up, we pick apart the most interesting updates in the market.First up: Boss Energy. A leadership shake-up and a cloudedoutlook for Honeymoon saw the share price halve.Then to Liontown, who’re still grinding to get KathleenValley up and humming.Next, we unpack Greatland, who were hit by a 24% drop on the back of grade issues and an elevated cost guidance.And finally, we delve into the retail shareholder activismat Warriedar, as Capricorn circles with a takeover bid.……………TIMESTAMPS (00:00) Introduction(1:28) Boss Energy’s Brutal Week(14:16) Liontown Grinds(25:43) Greatland’s Miss(32:21) Why Warriedar Shareholders Don’t Like the CapricornDeal……………Join 14k+ 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: · 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 · CrossBoundary 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.
Today’s episode is a conversation on what remains Australia’s most intriguing company, Mineral Resources (aka MinRes).We invite on Moz, who unpacks with us his thesis for investing in the diversified miner after publishing his thesis on Twitter.The detailed discussion goes into the weeds on Mt Marion & Wodgina, the haul road, transhipping and governance to name a few subjects.Moz's Twitter account is @onslowshippingThis interview was recorded on 28.7.2025.……………TIMESTAMPS (00:00) Introduction, Viral Meme(02:33) Obsession with Mineral Resources(05:33) Challenges and Market Perception(15:48) Transparency and Reporting Issues(28:10) CEO Chris Ellison's Leadership(36:48) Chris's Hubris and Capital Allocation(37:29) Lithium Investments and Market Assumptions(39:13) Mining Services Business(39:48) Joint Ventures and Operational Viability(44:44) Onslow Project and Iron Ore Production(56:49) Challenges and Risks of the Haul Road(01:08:46) Expansion Potential and Financial Considerations(01:16:58) Mining Services Contracts and Lithium Sale(01:17:35) The Carry Loan(01:19:47) Liquidity Concerns and Debt Management(01:24:13) Iron Ore Market and Cost Analysis(01:27:21) Operational Risks and Project Viability(01:33:15) Leadership and Future Outlook(01:34:46) Investment Thesis and Market Sentiment……………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: · 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 · CrossBoundary 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.
We’re delighted to share this passionate and energeticconversation with Steve Beresford and Ahmad Saleem.With Steve and Ahmad, we dive into the problems they set out to tackle when they launched their timeless podcast, Exploration Radio nearly a decade ago. From there, we explore what they’ve learned about what it really takes to make a mineral discovery, whether this is another area where China is pulling ahead, and what the industry needs more of moving forward.Additionally, we hear about the characters, books and experiences that have shaped them along the way.Enjoy!This interview was recorded on 24.7.2025.……………TIMESTAMPS (00:00) Introduction(01:02) Ahmad Saleem and Steve Beresford(01:30) Podcasting Evolution(03:03) The Art of Authentic Conversations(04:19) Reflecting on Exploration Radio(06:50) The Importance of Informal Conversations(18:32) The Role of Power in Mining and Podcasting(19:40) Characteristics of Successful Explorers(32:02) Communication Breakdown(32:16) Barriers to Success(33:49) Exploration as a Biological Trait(34:21) Information Overload and Distraction(35:27) The Honeybee Analogy(36:00) Abstract Thinking in Exploration(36:29) Decline in Exploration(38:53) Long-Term vs. Short-Term Thinking(42:05) Challenges in Mineral Exploration(51:36) The Role of Environment and Motivation(54:43) East vs. West in Exploration(01:04:54) Saudi Arabia's Ambitious Plans(01:06:38) Economic Shifts and Resource Management(01:07:16) China's Strategic Resource Investments(01:08:04) Field Experiences and Infrastructure(01:09:17) Work-Life Balance in Mining(01:10:58) Motivation and Retention in Geoscience(01:16:15) Adapting to Personal and Professional Changes(01:19:48) The Importance of Field Training(01:21:50) Ahmad's Individuality(01:27:06) Memorable Podcast Moments(01:33:27) Site Visits and Learning Experiences……………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: · 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 · CrossBoundary 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 andentertainment purposes only and is of general nature only.Please ensure you read our full disclaimer.
Today’s episode is a conversation that completely drew us in— with Canadian resource fund manager Darren McLean.Darren is a thoughtful and passionate investor, focused onfinding unloved and overlooked stocks. He follows companies from drilling right through to construction and execution, with a particular interest insingle-asset plays.In this wide-ranging chat, we cover some great stories —from investing in Champion Iron, GT Gold and Filo — to why mining offers such aunique opportunity set, and Darren’s own ambition to one day build a mine.Enjoy the chat!This interview was recorded on 22.7.25.……………TIMESTAMPS (00:00) Introduction to Darren McLean and Muddy Waters(01:43) Darren's Journey into Mining Investments(03:38) Understanding the Mining Sector(06:26) Investment Strategies and Success Stories(10:00) Challenges and Opportunities in Mining Investments(13:32) The Role of Follower Capital(19:56) Case Studies: Champion Iron and GT Gold(30:52) The Filo Mining Success Story(48:09) Investment Philosophy and Final Thoughts(49:10) The Reality of Investing in High-Risk Sectors(50:03) Market Perception vs. Personal Insight(53:01) Challenges and Strategies in Short Selling(54:05) Case Study: Short Selling(01:01:36) The Ambition to Run a Mining Company(01:04:45) The Importance of Simple and Elegant Projects(01:19:59) The Value of Building a Strong Technical Team(01:26:39) The Unique Opportunities in Gold Investing(01:34:06) Conclusion and Final Thoughts……………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: · 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 · CrossBoundary 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 andentertainment purposes only and is of general nature only.Please ensure you read our full disclaimer.
There’s plenty of alpha to be made — and money to be saved — by learning from a sceptical geologist. So we interviewed one.Roland Gotthard has built a reputation for calling out poordisclosure practices, guiding investors on what to watch for, and recognising when companies get it right.In this episode, Roland shares the lessons he’s learned fromyears of scrutinising company reporting and navigating the grey areas of themining market..……………TIMESTAMPS 00:00 Introduction00:46 Why JORCWTF?02:25 The geologist skillset08:20 The internal pressure of being a geo12:40 Influences on bad disclosure17:50 The small cap dilemma21:34 The directors special27:33 More red flags31:26 Nuances to the directors special39:04 Why maps41:25 Metallurgy red flags51:00 What to infer from Geotech work54:36 Yellow flags 1:02:58 Never reported drilling1:03:33 Being an outsider1:04:50 Why continue JORCWTF……………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: · 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 · 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 andentertainment purposes only and is of general nature only.Please ensure you read our full disclaimer.
Mr kibria
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Dom Hines
v . v9
Nick
Ask him why he's bailed on NST? And what his plan is for VXR..
Justin Pettingill
yeah,good on us bowdo
Justin Pettingill
yeah, Good stuff mate