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282 episodes
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Money of Mine Mineral Media
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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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A Roundtable with Two Top Mining Investors
We’ve got a belter of a weekend special here, Daniel “Dingo” Harangozo and Sammy Berridge on the show.While Sammy is a familiar face to the Money Miners, we’ve pulled Dingo on for his debut, to pick the brains of a first rate investor in the natural resources space.We had a blast chatting through everything under the sun, from uranium to lithium, Australian energy through to PGMs and all that sits in between. Sign-up for the Director’s Special All information in this podcast is for ...
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The Nuclear debate goes mainstream
It’s all happening today, with the nuclear debate ramping up and going mainstream naturally getting us chatting.MinRes (MIN) dropped a late one yesterday, shutting down their Yilgarn iron ore operations plus we got Ahmad on for a special chat about Queensland copper, and a potential “discovery” by Anglo.Resolute (RSG) re-wrote some of the terms of their Ravenswood sale which sees some cash coming in the door, and Rox (RXL) updated the market on their recoveries at Youanmi. Sign-up for t...
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BONUS: We ask James Marlay how to build an industry leading media business
This is a different episode today. It’s a bonus episode after all.When we were in Sydney, we asked Livewire’s Co-Founder, James Marlay, if he would be kind enough to let us ask him about his experience building and growing the business. He kindly said yes.As we build Money of Mine, we look at leading digital media businesses like Livewire to learn everything we can. In a short period of time, Livewire became the go-to site to discover the views of Australia’s leading fund managers. We have al...
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Who’s dumping FMG stock?
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...
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Uranium grows, lithium woes
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...
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Value Hunting with Trader Ferg
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...