Money of Mine

Mineral Media
  • 4.5 (10)
  • INVESTING
  • UPDATED DAILY
Money of Mine

An ex-underground miner, a couple of ex-investment bankers, and an ex-equity research guy breaking down the mining news that matters in markets. It's a bit of entertainment, information, and occasionally some alpha. 

  1. 13 HR AGO

    Have investors overblown Cobre Panama’s risk?

    There was plenty for us to explore today, starting with Boss Energy’s dealing with Laramide. We then explored the potential for First Quantum to restart Cobre Panama, before moving south to Solgold on the news that Jiangxi now holds 12% of their stock. Lastly, we touch on the WA gold space following Ora Banda’s latest drill success. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for AUSIMM Undergroun...

    39 min

  2. 2 DAYS AGO

    Why these 2 miners led the bloodbath

    We go to the Murchison first today, unpacking Ramelius’ updated mine plan for Mt Magnet, which the market didn’t take kindly to. Then we ventured to the DRC to discuss the wild move in the world of cobalt, as well as the potential listing of a cobalt holding vehicle, like SPUT in uranium. Lastly, we dove into concerning news regarding royalty rates in Indonesia, which lead to big sell downs in exposed companies like Nickel Industries. Sign-up for the Director’s Special Please rea...

    47 min

  3. 3 DAYS AGO

    Will a 93% takeover premium spur M&A drama?

    First on the list today is a juicy takeover story. We start with a London-listed miner which just received a 93% take premium… which it rejected. We ended up unpacking most the mineral sands industry, looking to understand where the value is in this niche market. We then ventured into the world of visible gold announcements, running through a plethora of outrageous announcements from years gone by. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaim...

    50 min

  4. 6 DAYS AGO

    Finding 10-Baggers in Junior Mining Stocks (with Vukasin & CrimsonCarp)

    We had the delight of chatting with two insightful junior mining analysts on how to find early-stage projects that are capable of generating shareholder value over time. Vukasin Pekovic posts regularly on Twitter (@VukasinPekovic) and CrimsonCarp writes a thoughtful Substack (https://crimsoncarp.substack.com) tapping into his years of geological experience. We dive into how their individual approaches differ, the key learnings over their years of experience as well as the counterintuitive...

    1h 14m

  5. 6 MAR

    The Quickest Way to Lose a Few Million Dollars

    We kick things off today with a walk through how someone managed incinerate a few million dollars in a matter of moments at BHP. Next up we tackled the lithium giant SQM and delved into trying to decipher where we’re at in the lithium cycle. Lastly, we chatted about the common trending of switching out your lithium assets for gold while looking at TG6’s acquisition. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted ticke...

    41 min

  6. 5 MAR

    Extracting value from overlooked mines (Vuslat Bayoglu Interview)

    We had the opportunity to sit down Vuslat Bayoglu, a man who knows more then most about running an African mining business. Vuslat leads Menar, a private mining & investment company, that has bought assets from Rio in the past and understands the intricacies of operator in a tough market. He gave us the 101 on the much-maligned SA power situation, how he assess the pros & cons of operating in Africa as well as how to extract value from overlooked projects. Sign-up for the Director...

    47 min

  7. 4 MAR

    Has the market gone cold on miners?

    We jumped straight into uranium talk with EnCore Energy getting punished, down 46% on a production miss and the news that its CEO would leave the company effective immediate. We then had a detailed conversation on the risk-off sentiment across markets, where China is heading in policy and stimulus, the continued intensity of its Belt & Road Initiative and how Australia fits into all of this. Sign-up for the Director’s Special Please read our Privacy Policy and Discl...

    56 min

  8. 3 MAR

    The Future of Underground Load & Haul

    Darren Kwok from Perenti/Barminco and Andrew Dawson from Sandvik joined the show to chat the future of underground load & haul. We had a yarn about: · Battery truck trial at Sunrise Dam · Diesel/Electric loaders and trucks hitting the market · Hybrid potentials for Load & Haul Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using ...

    44 min
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Ratings & Reviews

4.5
out of 5
10 Ratings

About

An ex-underground miner, a couple of ex-investment bankers, and an ex-equity research guy breaking down the mining news that matters in markets. It's a bit of entertainment, information, and occasionally some alpha. 

Information

  • Creator
    Mineral Media
  • Years Active
    2019 - 2025
  • Episodes
    419
  • Rating
    Explicit
  • Copyright
    © 2025 Money of Mine
  • Show Website
    Money of Mine

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