Money of Mine Mineral Media

We kickstart the show looking to identify the seller of over $1b of FMG stock.Then, it’s a dive into Niger to get up to see on how geopolitical events are shaping European uranium demand, before we pick apart Beach Energy’s (BPT) new direction.Lastly, we discuss three open pit gold projects (GMD, AUC, SGD.t) and see how each stacks up.Sign-up for the Director’s SpecialAll information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts...

Righto Money Miners, Deterra (DRR) has done a deal and you bet we had a chat about it. Out of the blue, Rio Tinto’s (RIO) Jadar project looks like its going to get local approval in Serbia, while the rest of the lithium market (LTR, IGO, PLS) is reeling for a tough month in the market.Uranium, on the other hand, continues to win people over, as Japan discussed expanding output at a number of its existing power plants. Sign-up for the Director’s Special All information in this p...

We’ve got a great chat to share with Fergus Cullen (or Trader Ferg).Ferg writes a popular Substack blog, where he hunts for value investments in a lot of the areas we like to look.We had a blast picking through PGMs, beaten oil services plays, the evolution of the uranium trade, where coal and other energy goes from here, why he’s taken a liking to gold as well as the recent addition of tin to his portfolio. Sign-up for the Director’s Special All information in this podcast is for e...

We’re straight into the shorts today, chatting through a heap of the most shorted ASX miners and pondering why.Then, we delved into the EU’s latest attempts to support its auto-makers by ratcheting up tariffs on Chinese made vehicles, before we picked through who could buy Spartan (SPR) on the back on its run.Big copper producer MMG have been making some fascinating moves in capital markets which drew us in, and to round off we discussed Galena (G1A) and Hastings (HAS) tough journey. Sig...

We sat down with Stephen Wood of Eiger Capital to chat through his views on the world of resources.Stephen has been invested in a host of companies across many commodities that we love to chat about, from goldies to iron ore, and uranium to rare earths. He’s got a philosophy on picking miners coming to production in a bullish market which we got a kick out of debating with him.Sign-up for the Director’s Special All information in this podcast is for education and entertainment purpo...

We’ve got plenty of stories from around the grounds, starting with 29Metals (29M) finalising their offtake financing, then onto Southern Cross (SXG) & Mawson Gold (MAW.t) tying the knot.MinRes (MIN) seem to have pushed their $200m Red Hill (RHI) payment down the road a touch, while oil & gas M&A rumours are in the air.Bannerman (BMN) knocked out more study numbers while AIC Mines (A1M) hit their FY24 guidance and Spartan (SPR) shared further gold hit. To wrap up, we had some word ...