Money of Mine Mineral Media
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- Business
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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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Can we overcome our China reliance? (Todd Warren Interview)
We had the great opportunity to sit down with Todd Warren, investor and partner at Tribeca Investment Partners.Our conversation was super wide ranging, covering topics such as changes in the decarbonisation thematic, demand for hybrid vehicles, resource nationalism, the volatile nickel market, the big BHP - Anglo deal, the case for uranium, the Energy Fuels - Base Resources deal, the lithium market and lots more.Sign-up for the Director’s Special All information in this podcast is for ed...
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BHP-Anglo – the time is now
This one’s all about the BHP-Anglo deal.We set the scene, then give an overview of what’s happened over the past few days. Next we step through Anglo’s strategy, sharing our thoughts go what’s being kept and what’s going, before diving into BHP’s retaliation, and lastly, where does it go from here.The termination of Patriot Battery Metals (PMT) and Albemarle (ALB.nyse) MoU to go downstream was also worthy of a chat. Sign-up for the Director’s Special All information in this podcast ...
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The art of M&A investing with Ben Bailey
We’ve got a great interview to share with Ben Bailey of risk arb fund Harvest Lane. This one is all about the deals, the bread and butter of Harvest Lane, and we cover plenty, including the takeover of Azure (AZS)/Gina/SQM, Tietto (TIE), Sierra Rutile (SRX), offshore oil play FAR, Base (BSE) and Energy Fuels (UUUU.ny), Red 5 & Silver Lake (SLR), cotton target Namoi (NAM), , and more. Sign-up for the Director’s Special All information in this podcast is for education and entertainment...
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What were NexGen thinking?
We’ve got some fascinating stories to chat about, starting with the shocking fraud news out of Canada from Red Pine Exploration (RPX.v).Next, we share our thoughts on the bizarre decision for NexGen (NXG) to sign a con note to go and buy physical uranium, then it’s off to Africa for the latest at AVZ Minerals (AVZ), Leo Lithium (LLL) and Firefinch (FFX).Our penultimate story is on the prospect that Gold Road (GOR) will sell itself, before wrapping up on the news Austral (AR1) has ended its pe...
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The Man on a Mission to Overhaul Karoon (Gabriel Radzyminski Interview)
Our guest today is Gabriel Radzyminski, founder of activist hedge fund Sandon Capital.Gabriel outlined the state of activist investing in Australia and why he started the fund, how he picks opportunities, his recently announced campaign at Karoon Energy, his history with Iluka and much more. Sign-up for the Director’s Special Chapters:(0:00:00)Introduction(0:01:05)Why start an activist fund(0:03:57)Warren Buffett - the original activist (0:06:48)Are big investors moving away fr...
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Our chat with Rene Sterk, Geologist Renegade
We’ve got a cracking chat with Rene Sterk to share today. Rene is a geologist who is busy on many fronts, with a passion for the industry that can be felt. We discussed how and why JORC is changing, how things differ from overseas to Australia, the tricks to look out for in reporting and plenty more.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 of Money of Mine (MoM) are not financial ...
Customer Reviews
A must for mining/resource investors
My staple for all things relevant to investing in ASX listed mining stocks. Great interviews and insights. Would recommene
Brings it all together! Great stuff!
I’ve worked in the mines for 30 years, as a mining engineer - last job was in the C suite and the business, finance, takeover defence etc was a real eye opener for me! This podcast offers valuable insights from the investor perspective but does something I’ve not seen before. Connects the fundamental assets - orebodies, mines and infrastructure- with markets and investor perspectives. Well done you lot! PS loved that you involved Ali, please keep up the diversity.
Fantastic Listening
Great to get the different insights from the lads with their various backgrounds. Also good to hear from senior management of some of the companies that are discussed.