257 episodes
Money of Mine Mineral Media
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- 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.
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The art of M&A investing with Ben Bailey
We’ve got a great interview to share with Ben Bailey of risk arb fund Harvest Lane.
This one is all about the deals, the bread and butter of Harvest Lane, and we cover plenty, including the takeover of Azure (AZS)/Gina/SQM, Tietto (TIE), Sierra Rutile (SRX), offshore oil play FAR, Base (BSE) and Energy Fuels (UUUU.ny), Red 5 & Silver Lake (SLR), cotton target Namoi (NAM), , and more.
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All information in this podcast is for education and entertainment purposes only and is of general nature only.
The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.
MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
Thank you to our Partners:
VRIFY – Communicate in 3D
grant@vrify.com
GetWet Solutions – Innovative bladder tanks for mobile water storage
Matt.hall@getwetsolutions.com.au
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
kenny@sstone.com.au
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
davidh@creinsurance.com.au
WA Water Bores – WA’s premier water well drilling company
James@wawaterbores.com.au
Brooks Airways – Perth’s leading charter flight operators
ops@brooksairways.com
K-Drill – Safe, reliable, and productive surface RC drilling
ryan@k-drill.com.au
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
(0:00:00)Ben Bailey in person on Money of Mine
(0:00:47)What happened at Azure
(0:09:46)How bizarre was the Tietto takeover
(0:20:03)The Fumble in the Jungle (SRX)
(0:30:34)Money on the table at FAR?
(0:39:02)The Base Resources / Energy Fuels takeover
(0:43:41)The quirks of the Red 5 - Silver Lake deal
(0:49:50)Tricks of the trade
(0:50:53)The story unfolding at Namoi Cotton -
What were NexGen thinking?
We’ve got some fascinating stories to chat about, starting with the shocking fraud news out of Canada from Red Pine Exploration (RPX.v).
Next, we share our thoughts on the bizarre decision for NexGen (NXG) to sign a con note to go and buy physical uranium, then it’s off to Africa for the latest at AVZ Minerals (AVZ), Leo Lithium (LLL) and Firefinch (FFX).
Our penultimate story is on the prospect that Gold Road (GOR) will sell itself, before wrapping up on the news Austral (AR1) has ended its period in receivership.
Firefinch saga YouTube, Spotify
Sign-up for the Director’s Special
All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.
MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
Thank you to our Partners:
VRIFY – Communicate in 3D
grant@vrify.com
GetWet Solutions – Innovative bladder tanks for mobile water storage
Matt.hall@getwetsolutions.com.au
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
kenny@sstone.com.au
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
davidh@creinsurance.com.au
WA Water Bores – WA’s premier water well drilling company
James@wawaterbores.com.au
Brooks Airways – Perth’s leading charter flight operators
ops@brooksairways.com
K-Drill – Safe, reliable, and productive surface RC drilling
ryan@k-drill.com.au
Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.
Money of Mine on YouTube, Twitter, LinkedIn & Instagram
(0:00:00)Introduction
(0:03:16)The Return of Bre-X
(0:18:02)Naughty Naughty NexGen
(0:34:32)AVZ, Leo Lithium and Firefinch
(0:48:38)Is Gold Road for sale?
(0:51:54)Glencore buy Austral -
The Man on a Mission to Overhaul Karoon (Gabriel Radzyminski Interview)
Our guest today is Gabriel Radzyminski, founder of activist hedge fund Sandon Capital.
Gabriel outlined the state of activist investing in Australia and why he started the fund, how he picks opportunities, his recently announced campaign at Karoon Energy, his history with Iluka and much more.
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Chapters:
(0:00:00)Introduction
(0:01:05)Why start an activist fund
(0:03:57)Warren Buffett - the original activist
(0:06:48)Are big investors moving away from activism?
(0:14:51)Sandon & STAM's campaign at Karoon
(0:15:55)2023's worst capital raise
(0:25:43)Misaligned incentives
(0:28:20)Picking opportunities
(0:32:57)Iluka's iron ore royalty
(0:43:16)Did Iluka appreciate the value?
All information in this podcast is for education and entertainment purposes only and is of general nature only.
The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.
MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
Thank you to our Partners:
VRIFY – Communicate in 3D
grant@vrify.com
GetWet Solutions – Innovative bladder tanks for mobile water storage
Matt.hall@getwetsolutions.com.au
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
kenny@sstone.com.au
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
davidh@creinsurance.com.au
WA Water Bores – WA’s premier water well drilling company
James@wawaterbores.com.au
Brooks Airways – Perth’s leading charter flight operators
ops@brooksairways.com
K-Drill – Safe, reliable, and productive surface RC drilling
ryan@k-drill.com.au
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 -
Our chat with Rene Sterk, Geologist Renegade
We’ve got a cracking chat with Rene Sterk to share today. Rene is a geologist who is busy on many fronts, with a passion for the industry that can be felt. We discussed how and why JORC is changing, how things differ from overseas to Australia, the tricks to look out for in reporting and plenty more.
Sign-up for the Director’s Special
All information in this podcast is for education and entertainment purposes only and is of general nature only.
The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.
MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
Thank you to our Partners:
VRIFY – Communicate in 3D
grant@vrify.com
GetWet Solutions – Innovative bladder tanks for mobile water storage
Matt.hall@getwetsolutions.com.au
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
kenny@sstone.com.au
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
davidh@creinsurance.com.au
WA Water Bores – WA’s premier water well drilling company
James@wawaterbores.com.au
Brooks Airways – Perth’s leading charter flight operators
ops@brooksairways.com
K-Drill – Safe, reliable, and productive surface RC drilling
ryan@k-drill.com.au
Buy Money of Mine MERCH
Join our exclusive Money Miners Facebook Group
Money of Mine on YouTube, Twitter, LinkedIn & Instagram
(0:00:00)Rene Sterk on Money of Mine
(0:01:41)Fixing JORC
(0:24:54)Ramifications on inferred resources
(0:29:47)Parker Challenge for Oyu Tolgoi resource
(0:33:48)Stringent drill spacing
(0:36:29)Top things to check in a Mineral Resource Estimate
(0:41:17)What is a world class intersection?
(0:45:10)How does Ni43-101 differ from JORC?
(0:49:34)Will MRE's be harder to do?
(0:55:37)How should companies be made accountable?
(0:59:40)Dealing with misaligned MD's and CEO's
(1:07:47)Proportion of money put into the ground
(1:15:09)Rene's Youtube channel - MEASURED -
The PGM Opportunity (Roger Baxter Interview)
We had Roger Baxter come on the show to chat all things PGM’s. Plenty of ground was covered from the current supply-demand set up, what the state of South African operations are, how a rapid adoption of hybrid vehicles will impact and market what role recycling will play going forward.
Sign-up for the Director’s Special
All information in this podcast is for education and entertainment purposes only and is of general nature only.
The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.
MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
Thank you to our Partners:
VRIFY – Communicate in 3D - grant@vrify.com
GetWet Solutions – Innovative bladder tanks for mobile water storage - Matt.hall@getwetsolutions.com.au
DSI Underground – Ground support gurus - https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business - kenny@sstone.com.au
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors - davidh@creinsurance.com.au
WA Water Bores – WA’s premier water well drilling company - James@wawaterbores.com.au
Brooks Airways – Perth’s leading charter flight operators - ops@brooksairways.com
K-Drill – Safe, reliable, and productive surface RC drilling - ryan@k-drill.com.au
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
(0:00:00) Introducing Roger Baxter
(0:01:50) What's the supply-demand outlook implying
(0:17:19) The state of South African operators
(0:22:22) How deep into the costs curve are we
(0:25:07) How much capex is being put into new projects?
(0:27:53) What do PGM orebodies look like?
(0:35:53) How is the recycling market evolving
(0:39:43) Is there a shortage of smelters/refiners
(0:43:11) Zimbabwe's role
(0:44:17) What is the incentive price for new projects?
(0:46:14) Power issues in South Africa
(0:51:16) Russia PGM insight -
What tin price satisfies demand? (Mark Thompson + Hadley Natus)
We have a treat for the tin barons – a two-in-one special all on tin!
Mark Thompson and Hadley Natus joined us in to separate conversation to give the lay of the land on the tin bull thesis, how demand and supply and playing into current price movements, why there’s a distinct difference between metal and concentrate pricing, how Indonesia and Myanmar impact the market and heaps more.
Sign-up for the Director’s Special
All information in this podcast is for education and entertainment purposes only and is of general nature only.
The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.
MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
Thank you to our Partners:
VRIFY – Communicate in 3D
grant@vrify.com
GetWet Solutions – Innovative bladder tanks for mobile water storage
Matt.hall@getwetsolutions.com.au
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
kenny@sstone.com.au
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
davidh@creinsurance.com.au
WA Water Bores – WA’s premier water well drilling company
James@wawaterbores.com.au
Brooks Airways – Perth’s leading charter flight operators
ops@brooksairways.com
K-Drill – Safe, reliable, and productive surface RC drilling
ryan@k-drill.com.au
Buy Money of Mine MERCH
(0:00:00)Introduction
(0:01:13)How the tin market got to today
(0:19:29)Myanmar + Indonesia's impact
(0:29:21)Supply fragility
(0:44:24)Hadley Natus on Money of Mine
(0:47:54)The supply-demand balance
(0:50:21)Understanding concentrate vs metal market
(0:53:47)The role of refining capacity
(0:59:07)Thoughts on the Indonesia scandal
(1:05:30)Tin vs copper
(1:12:23)Is there a Physical Tin Trust? Should there be?
(1:16:33)Will there be a new Myanmar?
(1:18:08)Is Congolese supply at risk