Money of Mine Mineral Media
-
- Business
-
An ex-underground miner, an ex-investment banker, and an ex-equity research guy breaking down the mining news of the day. It's a bit of entertainment, information, and occasionally some alpha.
-
Dispelling Clean Energy & Gold Myths (Roscoe Widdup)
JD sat down with Roscoe Widdup, founder of Triple Eight (T8) Capital for a deep dive into Roscoe’s view on markets. T8 run a Clean Energy Fund as well as a Gold Fund, which formed the foundational of all the different themes and companies discussed. Roscoe shared what he looks for in companies, what the last 5 years has been like in the volatile space, why gold bullion is the best perform asset of the past years and a heap more. Sign-up for the Director’s Special All information in ...
-
Murchison Mayhem: Have Ramelius shown their hand?
There’s some BIG stories to chat about today.We go deep on all things Murchison with the drama that has unfolded between Westgold (WGX) and Ramelius (RMS), not to mention Karora, Ora (OAU), Great Boulder (GBR), Meeka (MEK), Monument (TSX-listed) and Rumble (RTR).Then we jump into the break-up of BHP and Anglo and what the fall means, plus the theory that this was the plan all along.Sign-up for the Director’s Special All information in this podcast is for education and entertainment purpo...
-
BHP’s Approach was Amateurish says Investment Banker Tshepo Magagane
As a bonus episode, we’ve got a fascinating chat with Tshepo Magagane to share on all things BHP-Anglo.Tshepo is a South African former investment banker, with extensive experience on African mining transactions and investments. He’s been posting some unique thoughts regarding the ongoing negotiations, with punchy views, that we’re excited to tap into and share. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only a...
-
Uranium CEO Sells Over 80% of his Shares
There was only ever going to be one starting point today, Boss Energy. We share our thoughts on the decision of three directors to off-load substantial amounts of their stock, before jumping into the BHP-Anglo deal as the deadline looms. We wrapped up with further thoughts on Firefinch as the company gave a market update following their walking away from the Morila gold mine. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purpo...
-
Another “fully funded” capital raise?
We’ve got 4 juicy stories to start the week off.First up we get right into Adriatic Metals, who launched a US$50m capital raise, their 3rd since being “fully funded”.Next, we went over to PNG to check in on St Barbara, after a disappointing Simberi update, then we picked through the Metals Acquisition Corp and Polymetals deal.Lastly, we couldn’t help but discuss the news that the perennial disappoint Firefinch are being sued by EGTF over failed payments.Sign-up for the Director’s SpecialAll i...
-
The Red Flag to Look for at Miners (Sean Russo Interview)
We had the pleasure of sitting down with Sean Russo for an in-person chat about all the trends in mine financing and hedging.Sean is a wealth of knowledge on how gold miners get their operations going (from a financial perspective), the history of how companies have got in & avoided financial trouble and what he’s seeing right now at certain miners that is a cause for concern. Sign-up for the Director’s Special All information in this podcast is for education and entertainment p...
Customer Reviews
A must for mining/resource investors
My staple for all things relevant to investing in ASX listed mining stocks. Great interviews and insights. Would recommene
Brings it all together! Great stuff!
I’ve worked in the mines for 30 years, as a mining engineer - last job was in the C suite and the business, finance, takeover defence etc was a real eye opener for me! This podcast offers valuable insights from the investor perspective but does something I’ve not seen before. Connects the fundamental assets - orebodies, mines and infrastructure- with markets and investor perspectives. Well done you lot! PS loved that you involved Ali, please keep up the diversity.
Fantastic Listening
Great to get the different insights from the lads with their various backgrounds. Also good to hear from senior management of some of the companies that are discussed.