We’re back in Perth and keen to actually talk about the mining news again. We’ve got as fair bit of catching up to do. To start with, Wildcat stonkers continue. We talk bigger picture with Min Res joining the shareholder group. Speaking of Min Res, what’s their plan buying Azure shares up to […]
Today we sat down for a chat on all things copper Ben Hooper, of Sandfire, Glencore, BHP & Evolution experience. We chatted through the full chain from copper in the ground, to the concentrator to the smelters & beyond. We also got into the importance of commodity traders as well as the direction of […]
We had the opportunity to sit down with Mark Cutifani, former CEO of Anglo American, CEO of AngloGold Ashanti, Chairman of De Beers, and current Chairman of Vale Base Metals to name a few. We covered plenty of ground in our chat from managing your hedge book as a miner, to getting projects built […]
As we navigate IMARC (and all the associated BD for the week) we roped a previous guest, Kingsley Jones, onto the podcast to discuss Lynas’ product transit, what it means for rare earth aspirants, and the Azure Minerals dilemma. We are also joined by Ben Nolan who has been sitting in limbo with other […]
Part 2 of Anthony Kavanagh on Money of Mine! In this part of the conversation, we talk all things stocks. We roam across regions and commodities, from lithium in Ghana to gold in the Murchison. And of course, we finished with an over-rated – under-rated section! Enjoy the yarn! All Money of […]
JD had the great opportunity to sit down with Chester AM co-founder Anthony Kavanagh in a jam-packed discussion that we’ll release in 2 parts. Part 1 of the conversation covered all things Chester, how the portfolio is built, the role commodities play as well as all things macro, from China to India to Australia. […]
All you need to know in the quarterlies for BGL, WA1, PRU, MIN, GMD, SLR, WGX + CAI. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your […]
The big takeover has been revealed – SQM bidding at $3.52/share (and also at $3.50) for Azure Minerals (AZS), as predicted by the Money of Mine team! We welcome onto the show Ben Bailey of Harvest Lane, who lives and breathes M&A, to breakdown the fairly unique deal structure, including the elephant in the […]
Today we sat down with Todd Malan to unpack what the incentives on offer to resource businesses – that are by and large being ignored! We’ve all heard the terms “the IRA” (Inflation Reduction Act) and perhaps know of the Department of Defence or of Energy, but the actual implications are not commonly known. This […]
We kept today’s show “crisp” just for JD’s liking today. Also we spent 2 hours this morning chatting with Joe Lowry in a recording which he will put up on his Global Lithium podcast in the coming days. But once we turned our heads to the stock news of the day, we found ourselves […]
Today we find ourselves discussing all the action from the Lithium world once again. And there’s a lot to discuss. Starting with Azure Minerals (AZS) who are in a trading halt pending an announcement of a change in control. We reckon there’s a deal with SQM in play. Meanwhile, Wildcat (WC8) releases some headline-grabbing […]
JD sat down with the duo that runs Acorn Capital’s NextGen Resource Fund for a wide-ranging chat on all things resource investing. Rick & Karina shared where they pick to invest along the Lassonde Curve, what sort of commodities and deposit styles they like, the red flags they look out for, how they diversify […]
