More annual results with intriguing company commentary for us to pull apart today. We get the ball rolling with a snippet from Monday’s Fortescue (FMG) investor call, honing in on why Fiona Hick departed after just 6-months in the job. Then, Red5’s (RED) annual result caught our eye, with a close look at […]
Money of Mine’s first episode from the new office! There was plenty for us to digest this morning, starting off with the Firefinch EGM where we made an appearance at. Ramelius (RMS) also gets a mention for going unconditional in their takeover of Musgrave (MGV). WA1 released further assays, though the market seems […]
Today we had an in-depth discussion on Pilbara Minerals, on the back of their annual results and investor call. Front and center is how they plan on allocating the massive amount of cash they’ve built up. We also shared one of our favourite segments, Trav’s Top Tweets, which got us in the weeds on some […]
The world of commodities served up a broad range of news for us to talk about today, covering many corners of the globe. We start with a bit of macro on the potential implications of China’s slowing property market & broader economy, before smoothly segueing into the latest update from the world’s biggest miner, […]
We’ve got a great interview to share today with investor Hedley Widdup. Hedley shares with us his move from being a geologist to a natural resource fund manager, where we’re at in the mineral exploration investment cycle, what the temperature is for various commodities, things he looks out for in juniors and plenty, plenty […]
JD sat down for a 1-on-1 discussion with the Chief Investment Officer of Lowell Resources Fund, John Forwood. Johns has more experience than most when it comes to investing in exploration businesses with decades of experience across geology and funds management. Lowell were early investors in companies such as De Grey, Gold Road, Predictive […]
A few Capital Raises have hit the market today, namely Azure, Rox Resources and Centrex. We also chat the 29 Metals insurance and impairment update, along with drilling results out of WA1. Trav and JD go deep into the world of Phosphate to round things out. All Money of Mine episodes are for informational […]
Today we unpack the incredible story that is the Firefinch (FFX:ASX) saga. This is a brilliant tale, and a long one too. Thankfully we were able to recruit the services of our brilliant intern, Patrick Newton, to help us out to tell this tale. The story has a bit of everything. All Money of […]
Today we have swapped out JD (who is still enjoying his Melbourne oat lattes) for Alexandra Gelevitis aka Ally G. She brings with her some impressive knowledge of the industry accrued from 5+ years investment banking and we leverage that intellect to take a guess at what the next deals could be in the gold […]
JD and Emanuel Datt, founder of Datt Capital, sat down for a broad-ranging 1 on 1 discussion. We went in-depth on Emanuel’s investment style, what the current macro environment is looking like, and what his thoughts are on various commodities as well as digging into a few stock-specific thoughts. In addition, we couldn’t resist a […]
We cover some interesting territory today. First up, we talk about the aftermarket crossing that we saw occur for Delta Lithium (DLI.ax) yesterday afternoon. Plus Azure’s (AZS.ax) response to the media speculation as they confirm they received a bid from SQM. Trav takes a look at Deterra’s (DRR.ax) results and unpacks the royalty company a […]
As we recover from Diggers, we dive back into the daily news rhythm. And today we cover some interesting territory. We kick things off in Matty’s favourite part of the country, Cobar. He asks Trav what “surety” means in the context of Polymetals’ (POL.ax) Environmental Bond. Sheffield (SFX.ax) commence commissioning at their Thunderbird Mineral Sands […]
