Money of Mine
By Mineral Media
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Category: Investing
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Subscribers: 60
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Episodes: 460
Description
Where mining meets financial markets. We break down the news that matters to investors and industry, without the fluff.
| Episode | Date |
|---|---|
|
Why Mega Deal "GlenTinto" is On (with Koala)
|
Jun 01, 2025 |
|
What's Gone Wrong at Ivanhoe? (Neil Ringdahl)
|
May 30, 2025 |
|
The Secret Masterplan of ASX’s Most Loved Miner?
|
May 27, 2025 |
|
Iron Ore Top Dogs Argue About Who is #1
|
May 23, 2025 |
|
Will a bidding war begin on this copper junior?
|
May 20, 2025 |
|
Market Intel from a Commodity Trader & China Analyst
|
May 18, 2025 |
|
Never Compromise on Stock Quality (Dave Franklyn)
|
May 16, 2025 |
|
Lots of confusion with Liontown... and with Money of Mine
|
May 15, 2025 |
|
Navigating Market Chaos with Resource Investor Will Thomson
|
May 09, 2025 |
|
Fund Manager David Finch has message for Gold Miners
|
May 07, 2025 |
|
Mastering the Lassonde Curve’s Valley of Despair (Rick Squire)
|
May 05, 2025 |
|
The 5 most interesting mining deals this week
|
May 02, 2025 |
|
Taking the pulse on junior miners with John Forwood
|
May 01, 2025 |
|
Has MinRes Really Turned the Corner?
|
Apr 29, 2025 |
|
Datt Capital get vocal over Koonenberry incentives
|
Apr 28, 2025 |
|
Unpacking the Ramifications of the Gold Pain Trade with Sam Berridge
|
Apr 25, 2025 |
|
Why this ‘Big Short’ billionaire bought a gold mine
|
Apr 24, 2025 |
|
Who’ll benefit most from gold mania?
|
Apr 22, 2025 |
|
Some precious metals booming, some in the doldrums (Sam Broom from Sprott)
|
Apr 21, 2025 |
|
An unfiltered conversation with Mr Lithium
|
Apr 18, 2025 |
|
The different styles of resource investing
|
Apr 17, 2025 |
|
Can Greatland pull off the great comeback?
|
Apr 15, 2025 |
|
Is this the final reset for Bellevue?
|
Apr 14, 2025 |
|
Focusing on fundamentals amid volatility (Matt Fist of Firetrail)
|
Apr 11, 2025 |
|
Tin to the Moon: Paused – For now
|
Apr 10, 2025 |
|
The Future of Mining with Alan Broome
|
Apr 09, 2025 |
|
Taking stock of the lithium sector with whiz kid Daniel Rau
|
Apr 08, 2025 |
|
The miners most exposed to a meltdown…
|
Apr 07, 2025 |
|
We ask Hedley Widdup about every gold mining junior
|
Apr 04, 2025 |
|
Is a Bid 3x Your Share Price Irrefusable?
|
Apr 03, 2025 |
|
The Mining Giant That Has Outperformed Every Major
|
Apr 01, 2025 |
|
Will M&A spark life into lithium?
|
Mar 31, 2025 |
|
Finding Value in a World of Excess with Vas Piperoglou
|
Mar 28, 2025 |
|
What the hell is going on with Bellevue?
|
Mar 27, 2025 |
|
The 5 Most Destructive Deals in Mining History
|
Mar 25, 2025 |
|
Rio vs Fenix for Creasy’s Project (The Battle for Robe Mesa)
|
Mar 24, 2025 |
|
Massive Disruption Coming to the Mining & Investment World (Rusty and Brice)
|
Mar 21, 2025 |
|
Decoding Kazatomprom’s results & the uranium reaction
|
Mar 20, 2025 |
|
Discussing deep value commodities with Trader Ferg
|
Mar 18, 2025 |
|
Will Ramelius have competition for Spartan?
|
Mar 17, 2025 |
|
Why the uranium shorts are wrong (Guy Keller interview)
|
Mar 14, 2025 |
|
Have investors overblown Cobre Panama’s risk?
|
Mar 13, 2025 |
|
Why these 2 miners led the bloodbath
|
Mar 11, 2025 |
|
Will a 93% takeover premium spur M&A drama?
|
Mar 10, 2025 |
|
Finding 10-Baggers in Junior Mining Stocks (with Vukasin & CrimsonCarp)
|
Mar 07, 2025 |
|
The Quickest Way to Lose a Few Million Dollars
|
Mar 06, 2025 |
|
Extracting value from overlooked mines (Vuslat Bayoglu Interview)
|
Mar 05, 2025 |
|
Has the market gone cold on miners?
|
Mar 04, 2025 |
|
The Future of Underground Load & Haul
|
Mar 03, 2025 |
|
Has the mining industry lost the plot? With Mike Christie
|
Feb 28, 2025 |
|
Will depressed prices force a Lynas raising?
|
Feb 27, 2025 |
|
Will this miner crack a commodity monopoly?
|
Feb 25, 2025 |
|
Unpacking a $20b undeveloped mine deal
|
Feb 24, 2025 |
|
The Best Use of Capital in a Gold Bull Market (Jeff Quartermaine)
|
Feb 21, 2025 |
|
Is the Writing on the Wall for MinRes?
|
Feb 20, 2025 |
|
Did BHP Blow $10B Buying Oz?
|
Feb 18, 2025 |
|
Uranium Catalysts are Coming with Tom Solomon
|
Feb 17, 2025 |
|
Everything you need to know about royalties, with Spencer Cole
|
Feb 14, 2025 |
|
Welcome to Matty’s (Underground) World
|
Feb 12, 2025 |
|
Brokers, Bankers and Miners; the World of Mining Corporate Finance
|
Feb 11, 2025 |
|
Uranium Wild Predictions and which Base Metals Restart will Make Bank First?
|
Feb 10, 2025 |
|
We Answer an Open Q&A
|
Feb 07, 2025 |
|
Will Gold Reach A$5,000/oz? Ft. Jeremy McGovern
|
Feb 06, 2025 |
|
All Eyes on Predictive’s Bankan
|
Feb 04, 2025 |
|
What does Trump’s Tariff War Mean for Commodities?
|
Feb 03, 2025 |
|
Structural market change investors have to accept with Romano Sala Tenna
|
Jan 31, 2025 |
|
Lithium Winter Starting to Defrost?
|
Jan 30, 2025 |
|
Which miners are making bank this quarter?
|
Jan 29, 2025 |
|
What Twiggy’s deal tells us about Fortescue
|
Jan 28, 2025 |
|
Which Goldies are making real cash?
|
Jan 23, 2025 |
|
Are Paladin investors celebrating too early?
|
Jan 22, 2025 |
|
Liontown shows signs of life
|
Jan 21, 2025 |
|
We’re Back. And so are Mega Deals
|
Jan 20, 2025 |
|
Biggest Mining stories of 2024 – AFR’s Peter Ker
|
Dec 19, 2024 |
|
18 Fundies’ Predictions for Commodities is 2025 (Part 2)
|
Dec 18, 2024 |
|
18 Fund Managers tell us their 2025 Big Bets (Part 1)
|
Dec 17, 2024 |
|
Rio’s Stausholm makes his defining bet
|
Dec 16, 2024 |
|
16 Copper Takeover Targets to Follow (Tom Woolrych)
|
Dec 13, 2024 |
|
An unfiltered conversation with Jennifer Hewett
|
Dec 12, 2024 |
|
$1.5B for a 4th Quartile Mine?
|
Dec 10, 2024 |
|
Eneabba: A $2b Disaster in Waiting?
|
Dec 09, 2024 |
|
Mining Management and Industry Changes (Tucker & Dahmer part 2)
|
Dec 06, 2024 |
|
Rio lights up the junior copper market
|
Dec 05, 2024 |
|
De Grey vs Spartan: Bush Math Battle
|
Dec 03, 2024 |
|
NST’s $5B Deal: Most Expensive Undeveloped Gold Mine Ever
|
Dec 02, 2024 |
|
Underground Mining in the weeds (Tucker and Dahmer Part 1)
|
Nov 29, 2024 |
|
Matt Warder & Koala Unpack Peabody’s $3B+ Coal Deal
|
Nov 28, 2024 |
|
Do diamond miners have a future? (Paul Zimnisky)
|
Nov 26, 2024 |
|
Boss Energy vs The Shorters… Who wins?
|
Nov 25, 2024 |
|
Turning a deposit into a mine (Entech interview)
|
Nov 22, 2024 |
|
Ellison Speaks. What Really Matters for MinRes Now?
|
Nov 21, 2024 |
|
We unpack 2 North American Deals
|
Nov 19, 2024 |
|
Russian sends uranium stocks flying
|
Nov 18, 2024 |
|
An unfiltered yarn with some GC’s
|
Nov 15, 2024 |
|
Another lithium mine bites the dust
|
Nov 14, 2024 |
|
Paladin Pummelled 29% on Production Downgrade
|
Nov 12, 2024 |
|
Liontown tweak the dials to save cash
|
Nov 11, 2024 |
|
The Overlooked Way to Play the Commodity Cycle (Baza Capital)
|
Nov 08, 2024 |
|
The Trump trade you didn’t know about
|
Nov 07, 2024 |
|
We Check Out These Small Cap Bolters
|
Nov 05, 2024 |
|
MinRes Scandal to see Ellison Exit. Now What?
|
Nov 04, 2024 |
|
Paulo Macro - Rolling Bubbles in Commodity Markets
|
Nov 01, 2024 |
|
Will we see respite for lithium miners?
|
Oct 31, 2024 |
|
Fire Sale for Anglo Coal Bidders
|
Oct 29, 2024 |
|
What does the future hold for MinRes?
|
Oct 28, 2024 |
|
Cailey Barker: Geologist, Fund Manager, Streetfighter
|
Oct 25, 2024 |
|
Quick fire + Jake Klein on China, McPhillamys and M&A
|
Oct 24, 2024 |
|
Is India the new China? (Ian Roper Interview)
|
Oct 22, 2024 |
|
What the Ellison allegations mean for MinRes
|
Oct 21, 2024 |
|
Why you should give a s**t about aluminium
|
Oct 18, 2024 |
|
Can China escape its confidence doom loop? (Shehzad Qazi)
|
Oct 17, 2024 |
|
Will Zijin Pay Up for this Copper Hopeful?
|
Oct 15, 2024 |
|
Which of these 3 Miners Took Gold?
|
Oct 14, 2024 |
|
China’s Conundrum and what it means for Commodities (Huw McKay)
|
Oct 11, 2024 |
|
What does Rio’s brine bet mean for spod?
|
Oct 10, 2024 |
|
What’s MinRes Scheming in Mauritania?
|
Oct 08, 2024 |
|
A Message to Rio from an Arcadium Shareholder
|
Oct 07, 2024 |
|
Building Mining Behemoths from Acorns (Owen Hegarty)
|
Oct 04, 2024 |
|
Is Ganfeng Bearish Pilbara Minerals?
|
Oct 03, 2024 |
|
The Miners on our Radar this Quarterly Season
|
Oct 01, 2024 |
|
Commodities Rip Higher on China Stimulus
|
Sep 30, 2024 |
|
Why the Lithium Market Has Bottomed with YJ Lee
|
Sep 27, 2024 |
|
Why are 3 billionaires in the shadows of these two gold projects?
|
Sep 26, 2024 |
|
2 Miners Battle Short Reports – Who Wins?
|
Sep 24, 2024 |
|
Chris Judd on the Macro Themes Moving the Market
|
Sep 23, 2024 |
|
The Hype around Hybrids is Rubbish (Andy Leyland Interview)
|
Sep 20, 2024 |
|
What’s Missing from Lotus’s Study?
|
Sep 19, 2024 |
|
These 8 Gold Juniors are on our M&A Watchlists
|
Sep 17, 2024 |
|
Is $85/lb the new Uranium Floor?
|
Sep 16, 2024 |
|
Le Shrub: Fading the "Monkeys"
|
Sep 13, 2024 |
|
Is the lithium bottom in?
|
Sep 12, 2024 |
|
Greatland copy the NST Playbook
|
Sep 10, 2024 |
|
Are Index Inclusions an Alpha Opportunity?
|
Sep 09, 2024 |
|
Are data centres the new EVs? (Alex Turnbull Interview)
|
Sep 06, 2024 |
|
Mt Cattlin: The Next Domino Falls
|
Sep 05, 2024 |
|
Peninsula Energy: An opportunity or a money pit?
|
Sep 03, 2024 |
|
8 Fascinating Reporting Season Details
|
Sep 02, 2024 |
|
Is there really a Copper “Shortage”?
|
Aug 30, 2024 |
|
How Low Will MinRes Go?
|
Aug 29, 2024 |
|
Will the Paladin-Fission deal blow up?
|
Aug 27, 2024 |
|
Kazatomprom Sends Uranium Stock Flying
|
Aug 26, 2024 |
|
Not having Conviction Hurts Returns (Dave Franklyn Interview)
|
Aug 23, 2024 |
|
Whitehaven Nail the Landing, Patriot look to the Future
|
Aug 22, 2024 |
|
Was it Worth it, Yancoal?
|
Aug 20, 2024 |
|
Is Australia Really a Top Mining Jurisdiction?
|
Aug 19, 2024 |
|
The Future of Energy with Veteran Analyst Arjun Murti
|
Aug 16, 2024 |
|
Pilbara & Perseus make their move
|
Aug 15, 2024 |
|
Gold Fields breathes life into Gold M&A
|
Aug 13, 2024 |
|
All Eyes on Jadar + Red 5’s Next Move
|
Aug 12, 2024 |
|
Fixing Exploration Funding with Jon Hronsky
|
Aug 09, 2024 |
|
What we learnt: Diggers 2024
|
Aug 08, 2024 |
|
What Makes a Mineral “Critical” (John Sykes)
|
Aug 06, 2024 |
|
We answer an open Q&A...
|
Aug 04, 2024 |
|
Albemarle’s BIG Failure!
|
Aug 01, 2024 |
|
Miners at Peak Risk & Reward
|
Jul 31, 2024 |
|
The Largest Undeveloped Project Acquisition in Decades
|
Jul 30, 2024 |
|
Has Australia Strangled the Uranium Shortage?
|
Jul 29, 2024 |
|
Getting up to Speed on Commodities (Bentley Atteberry)
|
Jul 26, 2024 |
|
CONFIRMED: Bellevue raising...
|
Jul 25, 2024 |
|
4 Quarterly Highlights Worth Unpacking
|
Jul 23, 2024 |
|
S32 Smashed on Worsley Worries
|
Jul 22, 2024 |
|
Turning around Junior Mining (John Forwood & Hedley Widdup)
|
Jul 19, 2024 |
|
Fortescue Swings the Axe
|
Jul 18, 2024 |
|
Koala and Tom Woolrych: Nickel West to Capital Woes
|
Jul 17, 2024 |
|
Warren Irwin on Uranium, Canada & Contrarian Opportunities
|
Jul 16, 2024 |
|
Mega Copper M&A Manoeuvres
|
Jul 15, 2024 |
|
Picking Small Cap Gems with Matt Griffin
|
Jul 12, 2024 |
|
Uranium Stocks Surge on Kazakh Taxes
|
Jul 11, 2024 |
|
Is this the Death of Gold Developers?
|
Jul 09, 2024 |
|
Who’s Winning out of Rex’s $400m Bid?
|
Jul 08, 2024 |
|
All you need to know about coal (Matt Warder)
|
Jul 05, 2024 |
|
More than meets the eye at Boss Energy
|
Jul 04, 2024 |
|
LG has saved Liontown?
|
Jul 02, 2024 |
|
One year later, is WA1 the real deal?
|
Jul 01, 2024 |
|
Everything you need to know about rare earths with Mike Bevan
|
Jun 28, 2024 |
|
Are lithium or rare earths companies investable? (Ahmad Saleem interview)
|
Jun 27, 2024 |
|
“Mystery” buyer snaps up Spartan stake
|
Jun 25, 2024 |
|
Pilbara looks within while Paladin opts to buy
|
Jun 24, 2024 |
|
A Roundtable with Two Top Mining Investors
|
Jun 21, 2024 |
|
The Nuclear debate goes mainstream
|
Jun 20, 2024 |
|
BONUS: We ask James Marlay how to build an industry leading media business
|
Jun 19, 2024 |
|
Who’s dumping FMG stock?
|
Jun 18, 2024 |
|
Uranium grows, lithium woes
|
Jun 17, 2024 |
|
Value Hunting with Trader Ferg
|
Jun 14, 2024 |
|
Why are these miners so hated?
|
Jun 13, 2024 |
|
When to pick miners (Stephen Wood Interview)
|
Jun 12, 2024 |
|
Energy deal rumours heat up
|
Jun 11, 2024 |
|
Beers and Mining Smack Talk with 4 GCs
|
Jun 10, 2024 |
|
Spec Stocks Spectacular with Ahmad Saleem
|
Jun 07, 2024 |
|
Ellison pulls a lever… who benefits?
|
Jun 06, 2024 |
|
What stocks are flying under the radar?
|
Jun 04, 2024 |
|
2 Fundies’ views on Uranium, Debt Funding and Management Premiums
|
Jun 03, 2024 |
|
Dispelling Clean Energy & Gold Myths (Roscoe Widdup)
|
May 31, 2024 |
|
Murchison Mayhem: Have Ramelius shown their hand?
|
May 30, 2024 |
|
BHP’s Approach was Amateurish says Investment Banker Tshepo Magagane
|
May 29, 2024 |
|
Uranium CEO Sells Over 80% of his Shares
|
May 28, 2024 |
|
Another “fully funded” capital raise?
|
May 27, 2024 |
|
The Red Flag to Look for at Miners (Sean Russo Interview)
|
May 24, 2024 |
|
Our intern investigates the $5 Billion mine that won’t work (it’s Woodsmith)
|
May 23, 2024 |
|
The metals bull market (DK Interview)
|
May 21, 2024 |
|
The low-down on USA’s Russian Uranium Ban
|
May 20, 2024 |
|
Can we overcome our China reliance? (Todd Warren Interview)
|
May 17, 2024 |
|
BHP-Anglo – the time is now
|
May 16, 2024 |
|
The art of M&A investing with Ben Bailey
|
May 14, 2024 |
|
What were NexGen thinking?
|
May 13, 2024 |
|
The Man on a Mission to Overhaul Karoon (Gabriel Radzyminski Interview)
|
May 10, 2024 |
|
Our chat with Rene Sterk, Geologist Renegade
|
May 09, 2024 |
|
The PGM Opportunity (Roger Baxter Interview)
|
May 07, 2024 |
|
What tin price satisfies demand? (Mark Thompson + Hadley Natus)
|
May 06, 2024 |
|
Saving Junior Mining (David Finch Interview)
|
May 03, 2024 |
|
We name & shame ASX co.’s
|
May 02, 2024 |
|
Copper contenders vs. pretenders
|
Apr 30, 2024 |
|
The Anglo American Endgame
|
Apr 29, 2024 |
|
Will BHP get Anglo… Eventually?
|
Apr 26, 2024 |
|
Is tin the next uranium? (Brian Laks interview)
|
Apr 24, 2024 |
|
Will LIC Activism Upend Aussie Funds Management? (WAM Interview)
|
Apr 23, 2024 |
|
S32’s GEMCO damage revealed + BSE’s 188%-premium takeover
|
Apr 22, 2024 |
|
Uranium Mining all the way to Nuclear Power – Mike Alkin interview
|
Apr 19, 2024 |
|
Gold Quarterlies: Performers vs. Disappointers
|
Apr 18, 2024 |
|
Miners get Hit with Big Down Day
|
Apr 16, 2024 |
|
Gold Road Crashes on Raising Rumours for Billion Dollar Deal
|
Apr 15, 2024 |
|
Make-or-break mining projects (Nathan Stoitis Interview)
|
Apr 12, 2024 |
|
Is the commodity “supercycle” starting?
|
Apr 11, 2024 |
|
Why MINs bailed out of DVP + What’s the next gold deal?
|
Apr 09, 2024 |
|
Karora and Westgold in $2.2b deal and is the Azure deal at risk!?
|
Apr 08, 2024 |
|
Why the exploration funding model is broken (Ahmad Saleem Interview)
|
Apr 05, 2024 |
|
The Fumble in the Jungle continues, WR1 go bargain hunting
|
Apr 04, 2024 |
|
Compare the Pair: Westgold vs Ramelius
|
Apr 03, 2024 |
|
Who’s Karora’s mystery suitor? + Finally, a QLD Copper Deal
|
Apr 02, 2024 |
|
Our Most Open Discussion on Shorting (Will Thomson Interview)
|
Mar 28, 2024 |
|
Albemarle looks to spark the market with $1,300/t sale
|
Mar 27, 2024 |
|
29M sinks while copper rips
|
Mar 26, 2024 |
|
Pilbara picks a partner while SRX gets entertaining
|
Mar 25, 2024 |
|
The Battery Metals Opportunity (Matt Fernley Interview)
|
Mar 22, 2024 |
|
The Report that Shaved $250 Million from IGO Today
|
Mar 21, 2024 |
|
Bellevue RAISE vs NO-RAISE
|
Mar 19, 2024 |
|
What is the MinRes Lithium Strategy?
|
Mar 18, 2024 |
|
Rick Rule on picking "hated" sectors
|
Mar 15, 2024 |
|
Ben Cleary on Why Tribeca has just gone Activist on Glencore (BONUS EP)
|
Mar 14, 2024 |
|
Will Liontown & Arafura secure funding?
|
Mar 14, 2024 |
|
Fundie Roundtable: Rusty & Kav on Commodities
|
Mar 12, 2024 |
|
Gold is flying – what M&A is next?
|
Mar 11, 2024 |
|
How to Buy Discoveries while they’re still Cheap - with Tom Woolrych
|
Mar 08, 2024 |
|
Will this be Deep Yellow’s last capital raise?
|
Mar 07, 2024 |
|
Why did Albemarle raise >US$2b?
|
Mar 05, 2024 |
|
Cleaning the CONVERTIBLE NOTE – with Dan Porter
|
Mar 04, 2024 |
|
URANIUM Bull Thesis - Ben Finegold from Oceanwall
|
Mar 01, 2024 |
|
Have S32 Made the Right Call Selling Illawarra?
|
Feb 29, 2024 |
|
Is this different at Davyhurst + is Strike on the block?
|
Feb 28, 2024 |
|
Capricorn’s financial gymnastics + an intriguing block trade at YAL
|
Feb 27, 2024 |
|
Who’ll buy Telfer? + Why Alcoa finally bid for Alumina
|
Feb 26, 2024 |
|
Separating Value from Traps with Activist Investor Jeremy Raper
|
Feb 23, 2024 |
|
Ellison says “f@*# You” to Balance Sheet Critics, IGO’s Real Numbers & Pilbara’s Plans
|
Feb 22, 2024 |
|
Are we at the Start of a Commodities Bull Market?
|
Feb 21, 2024 |
|
BHP’s Big Decision + what to make of Sayona’s DFS
|
Feb 20, 2024 |
|
A Company you Can’t Bet Against + How PLS Defies Gravity (Investor Romano Sala Tenna Interview)
|
Feb 19, 2024 |
|
Legendary Mining Analyst John Macdonald on Spotting Companies Tricks & Calling it how it is
|
Feb 16, 2024 |
|
BHP’s Massive Write-down + S32 try Polish Hermosa
|
Feb 15, 2024 |
|
Queensland Copper M&A + Do EVN make Money?
|
Feb 14, 2024 |
|
Strike Energy’s Duster + Kalgoorlie M&A
|
Feb 13, 2024 |
|
Liontown Shareholders wait for Gina
|
Feb 12, 2024 |
|
The 4 Adages for Resources Investors to Live By According to Emmanuel Datt
|
Feb 09, 2024 |
|
Are MinRes Short on Cash? + Investor Ausbil Dumps Longtime Holding
|
Feb 08, 2024 |
|
Vas Piperoglou on Maintaining Conviction & Selling into Speculation
|
Feb 07, 2024 |
|
Kazakhstan put U-market on Alert + How Solid is S32?
|
Feb 06, 2024 |
|
Red5 Dangles the Carrot for Genesis in $2.2Bn Merger with Silver Lake
|
Feb 05, 2024 |
|
Justin Huhn on the Uranium Supply Crunch, ETF Impact & China's Influence on the Market
|
Feb 02, 2024 |
|
Name & Shame! + Just when IGO thought things couldn’t get worse…
|
Feb 01, 2024 |
|
IGO used to be Shiny. Now Everything is Going to S**t
|
Jan 31, 2024 |
|
The Good, the Bad and the Ugly of ASX Copper Miners
|
Jan 30, 2024 |
|
Bellevue Faces the Music as IGO Braces For the Same
|
Jan 29, 2024 |
|
Our Thoughts on Owing the Rock, Certain Commodities & AISC (Unscripted Q&A)
|
Jan 26, 2024 |
|
What Moves Uranium Stocks? + The Goldies Quarterlies
|
Jan 25, 2024 |
|
Pilbara Boss to Shorters: “I hope they’re shaking in their boots”
|
Jan 24, 2024 |
|
Nickel & Lithium Heavyweights Summoned for Industry Sit-Down
|
Jan 23, 2024 |
|
Why is Liontown Down 20% Today? + Perseus goes Hostile!
|
Jan 22, 2024 |
|
Who Printed Nearly $500m this Quarter? + ASX’s Most Shorted Stocks
|
Jan 19, 2024 |
|
Lithium Struggles while BHP puts WA Nickel on RED Alert
|
Jan 18, 2024 |
|
Evolution’s Stinker & What’s going on at Lynas’s Kalgoorlie Facility?
|
Jan 17, 2024 |
|
3 Ways of How Not to Run a Company
|
Jan 16, 2024 |
|
Commodities Crunch Time – What’s Hot & What’s Not!
|
Jan 15, 2024 |
|
2023 in review with the AFR’s Anthony Macdonald + Peter Ker
|
Dec 15, 2023 |
|
9 Fund Managers Reveal Their Biggest Predictions For 2024
|
Dec 14, 2023 |
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IGO’s Year of Hell + the Return of David Flanagan!
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Dec 13, 2023 |
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Will Santos & Woodside merge?
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Dec 12, 2023 |
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You Win-some you Lose-some + Regis close the book!
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Dec 11, 2023 |
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DLE breakdown + the new type of lithium mine with Joe Lowry (part 2)
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Dec 08, 2023 |
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The History of Newmont's Tanami and Boss go deeper into U
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Dec 07, 2023 |
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TMT revolt against the AVL merger + Latin upgrade Salinas
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Dec 06, 2023 |
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Evolution buy Northparkes + Reward wraps up Kalium Lakes
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Dec 05, 2023 |
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What’s a “Foreign Entity of Concern”? + Is ARU’s Letter of Intent worth its weight?
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Dec 04, 2023 |
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Who’s failing AGM season? + Not believing the “substantial” PLS hype
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Dec 01, 2023 |
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Joe Lowry on all thing’s lithium (ex-hard rock)! (Part 1)
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Nov 30, 2023 |
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Shareholder activism, incentive misalignment & how commodity investing has changed with the Koala
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Nov 29, 2023 |
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The Koala on why Lithium is Iron Ore 20 years ago, how Mining M&A has evolved & overhyped Mining disruptions
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Nov 28, 2023 |
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African Gold M&A is all GO!
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Nov 27, 2023 |
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Inside the AVZ Shareholder Vote
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Nov 24, 2023 |
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OreCorp’s kicker, AGM tricks & the bizarre story behind a WA Lithium hopeful
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Nov 23, 2023 |
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Copper miners spending up for production + an OreCorp shareholder revolt?
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Nov 22, 2023 |
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What Could Go Wrong at Liontown + Khoemacau sells for US$2b
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Nov 21, 2023 |
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Capital raisings, lithium deals and an AGM highlight
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Nov 20, 2023 |
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Underrated mining businesses, physical uranium or equities & the commodities to be in with Sam Berridge (part 2)
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Nov 17, 2023 |
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Sam Berridge on the state of the market, China’s retreating influence & the energy setup (Part 1)
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Nov 16, 2023 |
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Glencore buys Teck’s met coal assets while Atlantic Lithium bounces takeover
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Nov 15, 2023 |
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More Azure Suitors? + Who’s getting the better deal: Allkem or Livent
|
Nov 14, 2023 |
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Delta Rattling the Tin for $70m + Why First Quantum’s Stock has Halved
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Nov 13, 2023 |
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NexGen receives local Environmental Approvals while Pantoro is handed a Lifeline
|
Nov 10, 2023 |
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WIIILDCAT Rattles the Tin and Sayona’s “Strategic Review” Déjà vu?
|
Nov 09, 2023 |
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Is Activism Brewing at Delta Lithium? New Heights for WA1 & Private Equity Turns to PNG Lime!?
|
Nov 08, 2023 |
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Is Albemarle Bluffing? Chalice Changes, Quarterly Name & Shame
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Nov 07, 2023 |
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Why is MinRes Buying AZS to $4? Strickland and Wildcat’s Drillbit Success
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Nov 06, 2023 |
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When Will the Copper Shortage We All Hear About Happen? With Ben Hooper
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Nov 03, 2023 |
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Mining Heavyweight Mark Cutifani Weighs in on Capex Blowouts, Cost Curves & How Miners Can Re-Rate!
|
Nov 02, 2023 |
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We Give the Mic to an AVZ Shareholder + Kingsley Jones at IMARC Day 1
|
Nov 01, 2023 |
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How The Wave of Consolidation Play Out with Anthony Kavanagh of Chester Asset Management (Part 2)
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Oct 31, 2023 |
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Making Sense of the Macro & Commodity Bull Market Thesis with Anthony Kavanagh of Chester (Part 1)
|
Oct 30, 2023 |
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All you need to know from this weeks quarterly reports!
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Oct 27, 2023 |
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Andover your AZS shares at $3.52!
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Oct 26, 2023 |
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Todd Malan debunks the “Alphabet Soup” of US Policy and the Giant Impact on Mining Investment
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Oct 25, 2023 |
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We Recap Today’s Quarterlies So You Don’t Have To!
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Oct 24, 2023 |
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Azure Takeover!? Wildcat’s Stonking Hit and Develop’s Done Deal
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Oct 23, 2023 |
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Avoiding Red Flags and Timing the Entry with Rick Squire & Karina Bader of Acorn Capital
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Oct 20, 2023 |
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Rusty Delroy on the Enormous Implications of “Business as Usual” for Miners (Part 2)
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Oct 19, 2023 |
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Deals Deals Deals! Whitehaven’s Wins BHP’s Mines and LPI gets scooped up by Codelco
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Oct 18, 2023 |
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Liontown in Limbo as Albemarle Walks, Genesis Wraps up Dacian
|
Oct 17, 2023 |
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Rusty Returns: Why Now Is Time To Seriously Discuss Price Bifurcation (Part 1)
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Oct 16, 2023 |
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Tribeca’s Guy Keller on Why He Is So Bullish Uranium Miners
|
Oct 13, 2023 |
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Will Gina Kill the Liontown Bid? + The “Value Trap” With NEGATIVE $100m EV?
|
Oct 12, 2023 |
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The Top-Down Filtering Process for Picking Stocks with Resource Fund Manager Dave Franklyn
|
Oct 11, 2023 |
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Azure’s up-and-down couple of days, while Bellevue hits crunch time
|
Oct 10, 2023 |
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Multi-Billion Dollar Capex, 4000m Elevation, No Power … and still Attractive? Explaining Filo Mining
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Oct 09, 2023 |
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World’s First Podcast in a Pit
|
Oct 07, 2023 |
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Something Doesn’t Quite Add Up with this Developer’s Mysterious US$300m Financing
|
Oct 06, 2023 |
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How’s Ramp-up Going at Pantoro, Tietto & Red5?
|
Oct 05, 2023 |
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How is Gwalia Looking in GMD’s Hands? + the Nickel Supply Deficit??
|
Oct 04, 2023 |
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Are Refractory Projects Undervalued by the Market?
|
Oct 02, 2023 |
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MinRes Ups the Stakes while Liontown’s Capex Jumps
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Sep 29, 2023 |
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De Grey Drops their Long Awaited DFS + Latin’s “Robust” PEA
|
Sep 28, 2023 |
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Is Momentum Building for Changes in Uranium Mining & Nuclear Energy Laws?
|
Sep 27, 2023 |
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Gina’s Liontown Stake Climbs while MinRes Fill the Coffers
|
Sep 26, 2023 |
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Allkem Costs Blowout plus Australian Vanadium & Technology Metals Tie the Knot!
|
Sep 25, 2023 |
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Hedge Fund Manager Reveals Secrets Behind M&A Investment Strategy with Ben Bailey
|
Sep 23, 2023 |
|
Sean Russo Reveals one of the Tactics Mining Companies Use which Investors Should Look Out For
|
Sep 21, 2023 |
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Why are Aeris Struggling & is Lindian Moving too Quick?
|
Sep 20, 2023 |
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Should Whitehaven Buy Daunia & Blackwater?
|
Sep 19, 2023 |
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Wildcat Flies, SLR Moves for Red5, Develop Scheme ‘Not Fair’
|
Sep 18, 2023 |
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More Twists for Leo Lithium & Greatland Gold Deferral Highlights on Importance of JV Control
|
Sep 16, 2023 |
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Rusty the Rockstar Fundie on the Massive Issue No One Talks About
|
Sep 14, 2023 |
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Ellison In, Flanagan Out at Delta Lithium – we Connect the Dots!
|
Sep 12, 2023 |
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Setting the Record Straight on Chalice’s Study
|
Sep 11, 2023 |
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Joe Lowry tells us what he REALLY THINKS about everything Lithium
|
Sep 09, 2023 |
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Who is Shaking up the Liontown-Albemarle Marriage? & Uranium Mania!
|
Sep 07, 2023 |
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The Mining Investor Numerous Billionaires Trust
|
Sep 06, 2023 |
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Min Res Confirmed as Bald Hill Buyer + Tietto Tumbles on Grade Miss
|
Sep 05, 2023 |
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Liontown Flying, Leo Lithium Cratering & Bald Hill being Sold?
|
Sep 04, 2023 |
|
Who is Buying Bald Hill Lithium Mine? + AuTECO moves for Canadian Copper
|
Sep 01, 2023 |
|
Why is Chalice Share Price Down 30% in 2 Days?!
|
Aug 31, 2023 |
|
The 4 Rules of Rare Earth Investing, with Dylan Kelly of Terra Capital
|
Aug 30, 2023 |
|
The Detail Within The Red5 Annual Report We Pry Into
|
Aug 29, 2023 |
|
There’s No Slowing the Revolving Door at Fortescue & Sayona
|
Aug 28, 2023 |
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How Will Pilbara Minerals Allocate it’s Growing War Chest?
|
Aug 25, 2023 |
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A Junior with $56m and Raring to Go, While China’s Economy Sends Shivers
|
Aug 24, 2023 |
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This is where we are in the Mining Investment Cycle with Hedley Widdup
|
Aug 23, 2023 |
|
Picking 10-Baggers with John Forwood, CIO at Lowell Resources Fund
|
Aug 22, 2023 |
|
Which Commodity is made from Bird POO?
|
Aug 21, 2023 |
|
WTF Happened to Firefinch? ft. Patrick the Intern
|
Aug 19, 2023 |
|
We Predict the next Wave of Gold M&A, Does Liontown have a Funding Gap?
|
Aug 17, 2023 |
|
Emanuel Datt on Battling Inflation, Gaining Alpha from Twitter & Skewing the Odds in you Favour
|
Aug 16, 2023 |
|
SQM & MinRes Make Moves in Lithium Explorers + Should Deterra do a Deal?
|
Aug 15, 2023 |
|
Trav tries another Activist Campaign + Who has the Most Interest in Azure’s Andover?
|
Aug 14, 2023 |
|
Westgold’s Wayne Bramwell braves the boys at Diggers
|
Aug 11, 2023 |
|
We Come Up With Our Own Diggers & Dealers Awards
|
Aug 10, 2023 |
|
Jake Klein of $7bn Evolution Mining on M&A, Gold and Copper on Day 3 of Diggers
|
Aug 10, 2023 |
|
AZS and GL1 join us for Day 2 as Diggers gets the better of us
|
Aug 08, 2023 |
|
We Survived Diggers & Dealers Day 1
|
Aug 07, 2023 |
|
“The Impact will be felt for Decades!” Pilbara Minerals CEO Dale Henderson Interview
|
Aug 04, 2023 |
|
Identifying Lithium Partners & Steering Clear of Groupthink with Kingsley Jones
|
Aug 03, 2023 |
|
Behind the Scenes of Wyloo’s Deals with Luca Giacovazzi & Joel Turco (Part 2)
|
Aug 02, 2023 |
|
Name and Shame time! Plus why Albemarle are buying into Patriot
|
Aug 01, 2023 |
|
How does Patriot Battery Metal’s Maiden Resource Stack Up?
|
Jul 31, 2023 |
|
Last Call for ASX Capital Raisings!
|
Jul 28, 2023 |
|
Doomberg: Nuclear’s Necessity, The Impossible Mission of Battery Metals & How to Avoid the Herd
|
Jul 27, 2023 |
|
Who’s Passing & Who’s Failing this Quarterly Season?
|
Jul 26, 2023 |
|
The Miner that Makes Money vs Miners that Lose Money
|
Jul 25, 2023 |
|
Core Lithium Vindicates Shorts While Gascoyne Doubles Never Never Resource
|
Jul 24, 2023 |
|
Luca Giacovazzi & Joel Turco Demystify Wyloo to the Rest of the World (Part 1)
|
Jul 21, 2023 |
|
Rick Rule joins to chat Contrarian Investing, Unloved Commodities and Resource Nationalism
|
Jul 20, 2023 |
|
Sandstone potential M&A and Mount Gibson Printing Cash
|
Jul 19, 2023 |
|
Leo Makes Investors Nervous while Syrah Disappoints
|
Jul 18, 2023 |
|
IGO’s BIG write-down and Whitehaven’s BIG pile of cash
|
Jul 17, 2023 |
|
Why Lotus is Merging with A-Cap + Abyssinian’s Response to the 249D
|
Jul 13, 2023 |
|
Why Would a Junior do a Share Buyback? Plus, a Dive into the Weird World of Vanadium
|
Jul 12, 2023 |
|
SBM’s Market Cap is Less Than Cash!? Will E25 Make Manganese Cool Again?
|
Jul 10, 2023 |
|
Aeris Pulls Guidance and PMET Short Report Emerges
|
Jul 07, 2023 |
|
Unpacking the Unfolding Uranium Universe
|
Jul 06, 2023 |
|
What’s Next for Westgold ft Wayne + Gold News Galore
|
Jul 05, 2023 |
|
Canada, Commodities & the Supply Crunch with Matthew Langsford, Terra Capital
|
Jul 04, 2023 |
|
DEVELOP to Turbocharge Growth with Lithium Takeover!
|
Jul 03, 2023 |
|
The Forgotten Fund in Mining Investment – La Mancha
|
Jun 30, 2023 |
|
Should Perseus Buy WAF? + The Port Lithium Hopefuls Need
|
Jun 29, 2023 |
|
Westgold Plot Thickens and Jervois raising AGAIN!
|
Jun 28, 2023 |
|
We Tiptoe into the Tantalizing Tin Baron World (aka Metals X)
|
Jun 27, 2023 |
|
Musgrave REJECT Westgold and the Market Disapproves Perenti’s DDH1 takeover
|
Jun 26, 2023 |
|
The Top 5 Rules of Investing in Resources Companies with Mining Luminary Allan Trench
|
Jun 23, 2023 |
|
Northern Star Spends Up For Super Pit – Bond 2.0?
|
Jun 22, 2023 |
|
Questioning Sayona’s Study & Speculating on Silver Lake M&A
|
Jun 21, 2023 |
|
Is AZS’s New Lithium Discovery Worth $1 Billion Already?
|
Jun 20, 2023 |
|
What is happening with MinRes’ Mega Lithium Business?
|
Jun 19, 2023 |
|
David Flanagan Answers the ‘Word On The Decline’
|
Jun 16, 2023 |
|
Gina Makes Her Lithium Move
|
Jun 15, 2023 |
|
Panoramic’s Mill Mishap, do they need to Raise to Remedy it?
|
Jun 14, 2023 |
|
End game for AVZ Minerals?
|
Jun 13, 2023 |
|
Will RED 5 Keep it UP? We Asked MD Mark Williams
|
Jun 09, 2023 |
|
Trav’s Top Tweets, New Love for Leonora/Laverton
|
Jun 08, 2023 |
|
Is WA1 the Real Deal?
|
Jun 07, 2023 |
|
Westgold launches a Takeover for Musgrave and MD Wayne Bramwell Dials in
|
Jun 06, 2023 |
|
St Barbara Deja Vu, Gold Sector Intel, Drama for Industrial Minerals
|
Jun 02, 2023 |
|
Where does Everyone’s Nickel GO in WA? Trav’s Top Tweets of the Week
|
Jun 01, 2023 |
|
We are now SBM shareholders, Matty’s Processing Insight for the Gascoyne Metallurgical Results
|
May 31, 2023 |
|
Trouble for Uranium in Namibia, Lithium Winners and Losers
|
May 30, 2023 |
|
What’s Stopping Wyloo Getting its Hands on Mincor? Develop Forms JV with Tjiwarl Contracting
|
May 29, 2023 |
|
Sayona Raising $200m Just Before First Sales, Matty Goes Deep on Poseidon
|
May 26, 2023 |
|
Junior Mining Stocks with Richard Morrow of Lowell Resources Fund
|
May 25, 2023 |
|
We React to the St Barbara “NO” to Silver Lake
|
May 24, 2023 |
|
What 200 Olympic Pools of Water Means for 29Metals
|
May 23, 2023 |
|
We speculate while waiting for St Barbara’s response
|
May 22, 2023 |
|
SLR drop new bid for Leonora Friday night
|
May 20, 2023 |
|
Travis Ricciardo – Kalgoorlie Boy to starting a Financial Media Co
|
May 19, 2023 |
|
Niobium & African opportunities – with Tim Weir and Andy Clayton from Precision Funds Management
|
May 18, 2023 |
|
BHP’s capital allocation model, Greatland rumours
|
May 17, 2023 |
|
Unpacking the SPAC: Metals Acquisition Corp
|
May 16, 2023 |
|
Genesis ups bid, ball now in SLR’s corner
|
May 15, 2023 |
|
Fundie insights with Sam Berridge, Perennial Value Management
|
May 12, 2023 |
|
Silver Lake revises bid, Allkem & Livent to merge
|
May 11, 2023 |
|
Can Black Cat mine thin? + Teck Splitting
|
May 10, 2023 |
|
Chesser attracts 95% takeover premium with MD Andrew Grove
|
May 09, 2023 |
|
The Rebuttal: SLR Hits Back at SBM
|
May 08, 2023 |
|
Silver Lake cutting Genesis’ grass
|
May 05, 2023 |
|
Centaurus testwork-ing, Vulcan raising
|
May 04, 2023 |
|
Picking Resource Projects with Warren Irwin, CIO Rosseau AM
|
May 03, 2023 |
|
Did Gascoyne (GCY) make the right call? With MD Simon Lawson
|
May 02, 2023 |
|
AVZ’s governance, BCI seeing Mardie through
|
May 01, 2023 |
|
Sandfire’s leverage, Adriatic CEO & GM insights
|
Apr 28, 2023 |
|
Bill Beament, can he do it again?
|
Apr 27, 2023 |
|
MinRes Misses, Adriatic Drawdown
|
Apr 26, 2023 |
|
Blair Way LIVE – Patriot Battery Metals (PMT)
|
Apr 25, 2023 |
|
Boss Energy progresses, Orecorp after funding
|
Apr 24, 2023 |
|
Galena Raising with Tony James
|
Apr 21, 2023 |
|
Darren Stralow smells first Gold, 29M a target?
|
Apr 20, 2023 |
|
Perseus & Capricorn delight, Jervois’s conundrum
|
Apr 19, 2023 |
|
Patriot’s Blair Way defends Corvette, Tanzania takes-off
|
Apr 18, 2023 |
|
Regis disappoints, Sayona keeps growing
|
Apr 17, 2023 |
|
A new Genesis term-sheet, Copper Mountain takeover
|
Apr 14, 2023 |
|
Clayts talks Leo Lithium, we question Patriot
|
Apr 13, 2023 |
|
Westgold turnaround with Wayne Bramwell
|
Apr 12, 2023 |
|
Will Newmont close history’s biggest gold deal with Newcrest?
|
Apr 11, 2023 |
|
What Talga’s environmental approval means
|
Apr 06, 2023 |
|
Why Capricorn Metals trade at a PREMIUM
|
Apr 05, 2023 |
|
Are Genesis and St Barbara re-cutting the merger?
|
Apr 04, 2023 |
|
Why Wyloo has gone best & final for Mincor
|
Apr 03, 2023 |