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Money of Mine

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Money of Mine
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  • Horror Week for Boss, Greatland and Liontown
    With the quarterly season wrapping up, we pick apart the most interesting updates in the market.First up: Boss Energy. A leadership shake-up and a cloudedoutlook for Honeymoon saw the share price halve.Then to Liontown, who’re still grinding to get KathleenValley up and humming.Next, we unpack Greatland, who were hit by a 24% drop on the back of grade issues and an elevated cost guidance.And finally, we delve into the retail shareholder activismat Warriedar, as Capricorn circles with a takeover bid.……………TIMESTAMPS (00:00) Introduction(1:28) Boss Energy’s Brutal Week(14:16) Liontown Grinds(25:43) Greatland’s Miss(32:21) Why Warriedar Shareholders Don’t Like the CapricornDeal……………Join 14k+ subscribers to the ⁠⁠⁠⁠Director’s Special⁠⁠⁠⁠: one daily email with all the news that matters in mining ……………PARTNERSThank you to the mining services businesses that make this content possible: ·       ⁠⁠⁠⁠Grounded⁠⁠⁠⁠ - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: [email protected] ·       ⁠⁠⁠⁠Sandvik Ground Support⁠⁠⁠⁠ – The only ground support you’ll ever need ·      ⁠⁠⁠⁠CrossBoundary Energy⁠⁠⁠⁠ – Independent power producer for the global mining industry | [email protected] +61 466 184 943 ……………FOLLOW & CONNECT• YouTube: ⁠⁠⁠⁠@MoneyofMine⁠⁠⁠⁠• Twitter / X: ⁠⁠⁠⁠@moneyofminepod⁠⁠⁠⁠• ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ | ⁠⁠⁠⁠Instagram⁠⁠⁠⁠ | ⁠⁠⁠⁠Facebook⁠⁠⁠⁠• Travis Ricciardo: ⁠⁠⁠⁠@TRAVmoneyofmine⁠⁠⁠⁠⁠• Jonas Dorling: ⁠⁠⁠⁠@JDmoneyofmine⁠⁠⁠⁠⁠• Email us Word on the Decline: [email protected]……………JOIN THE GROUP CHAT• Step 1: Join the ⁠⁠⁠⁠Money Miners Facebook Group⁠⁠⁠⁠• Step 2: Request access to the ⁠⁠⁠⁠HOOTEROO chat⁠⁠⁠⁠……………DISCLAIMERAll information in this podcast is for education and entertainment purposes only and is of general nature only.Please ensure you read our ⁠⁠⁠⁠full disclaimer⁠⁠⁠⁠.
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  • The Great MinRes Debate: Bull vs Bear
    Today’s episode is a conversation on what remains Australia’s most intriguing company, Mineral Resources (aka MinRes).We invite on Moz, who unpacks with us his thesis for investing in the diversified miner after publishing his thesis on Twitter.The detailed discussion goes into the weeds on Mt Marion & Wodgina, the haul road, transhipping and governance to name a few subjects.Moz's Twitter account is @onslowshippingThis interview was recorded on 28.7.2025.……………TIMESTAMPS (00:00) Introduction, Viral Meme(02:33) Obsession with Mineral Resources(05:33) Challenges and Market Perception(15:48) Transparency and Reporting Issues(28:10) CEO Chris Ellison's Leadership(36:48) Chris's Hubris and Capital Allocation(37:29) Lithium Investments and Market Assumptions(39:13) Mining Services Business(39:48) Joint Ventures and Operational Viability(44:44) Onslow Project and Iron Ore Production(56:49) Challenges and Risks of the Haul Road(01:08:46) Expansion Potential and Financial Considerations(01:16:58) Mining Services Contracts and Lithium Sale(01:17:35) The Carry Loan(01:19:47) Liquidity Concerns and Debt Management(01:24:13) Iron Ore Market and Cost Analysis(01:27:21) Operational Risks and Project Viability(01:33:15) Leadership and Future Outlook(01:34:46) Investment Thesis and Market Sentiment……………Join 12k+ subscribers to the ⁠⁠⁠Director’s Special⁠⁠⁠:one daily email with all the news that matters in mining ……………PARTNERSThank you to the mining services businesses that make this content possible: ·       ⁠⁠⁠Grounded⁠⁠⁠ - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: [email protected] ·       ⁠⁠⁠Sandvik Ground Support⁠⁠⁠ – The only ground supportyou’ll ever need ·      ⁠⁠⁠CrossBoundary Energy⁠⁠⁠ – Independent power producer for the global mining industry | [email protected] +61 466 184 943 ……………FOLLOW & CONNECT• YouTube: ⁠⁠⁠@MoneyofMine⁠⁠⁠• Twitter / X: ⁠⁠⁠@moneyofminepod⁠⁠⁠• ⁠⁠⁠LinkedIn⁠⁠⁠ | ⁠⁠⁠Instagram⁠⁠⁠ | ⁠⁠⁠Facebook⁠⁠⁠• Travis Ricciardo: ⁠⁠⁠@TRAVmoneyofmine⁠⁠⁠⁠• Jonas Dorling: ⁠⁠⁠@JDmoneyofmine⁠⁠⁠⁠• Email us Word on the Decline: [email protected]……………JOIN THE GROUP CHAT• Step 1: Join the ⁠⁠⁠Money Miners Facebook Group⁠⁠⁠• Step 2: Request access to the ⁠⁠⁠HOOTEROO chat⁠⁠⁠……………DISCLAIMERAll information in this podcast is for education and entertainment purposes only and is of general nature only.Please ensure you read our ⁠⁠⁠full disclaimer⁠⁠⁠.
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  • 2 Geos Interviewed 100+ Top Discoverers — Here’s What it Takes (Steve & Ahmad)
    We’re delighted to share this passionate and energeticconversation with Steve Beresford and Ahmad Saleem.With Steve and Ahmad, we dive into the problems they set out to tackle when they launched their timeless podcast, Exploration Radio nearly a decade ago. From there, we explore what they’ve learned about what it really takes to make a mineral discovery, whether this is another area where China is pulling ahead, and what the industry needs more of moving forward.Additionally, we hear about the characters, books and experiences that have shaped them along the way.Enjoy!This interview was recorded on 24.7.2025.……………TIMESTAMPS (00:00) Introduction(01:02) Ahmad Saleem and Steve Beresford(01:30) Podcasting Evolution(03:03) The Art of Authentic Conversations(04:19) Reflecting on Exploration Radio(06:50) The Importance of Informal Conversations(18:32) The Role of Power in Mining and Podcasting(19:40) Characteristics of Successful Explorers(32:02) Communication Breakdown(32:16) Barriers to Success(33:49) Exploration as a Biological Trait(34:21) Information Overload and Distraction(35:27) The Honeybee Analogy(36:00) Abstract Thinking in Exploration(36:29) Decline in Exploration(38:53) Long-Term vs. Short-Term Thinking(42:05) Challenges in Mineral Exploration(51:36) The Role of Environment and Motivation(54:43) East vs. West in Exploration(01:04:54) Saudi Arabia's Ambitious Plans(01:06:38) Economic Shifts and Resource Management(01:07:16) China's Strategic Resource Investments(01:08:04) Field Experiences and Infrastructure(01:09:17) Work-Life Balance in Mining(01:10:58) Motivation and Retention in Geoscience(01:16:15) Adapting to Personal and Professional Changes(01:19:48) The Importance of Field Training(01:21:50) Ahmad's Individuality(01:27:06) Memorable Podcast Moments(01:33:27) Site Visits and Learning Experiences……………Join 12k+ subscribers to the ⁠⁠Director’s Special⁠⁠:one daily email with all the news that matters in mining ……………PARTNERSThank you to the mining services businesses that make thiscontent possible: ·       ⁠⁠Grounded⁠⁠ - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: [email protected] ·       ⁠⁠Sandvik Ground Support⁠⁠ – The only ground supportyou’ll ever need ·      ⁠⁠CrossBoundary Energy⁠⁠ – Independent power producer for the global mining industry | [email protected] +61 466 184 943 ……………FOLLOW & CONNECT• YouTube: ⁠⁠@MoneyofMine⁠⁠• Twitter / X: ⁠⁠@moneyofminepod⁠⁠• ⁠⁠LinkedIn⁠⁠ | ⁠⁠Instagram⁠⁠ | ⁠⁠Facebook⁠⁠• Travis Ricciardo: ⁠⁠@TRAVmoneyofmine⁠⁠⁠• Jonas Dorling: ⁠⁠@JDmoneyofmine⁠⁠⁠• Email us Word on the Decline: [email protected]……………JOIN THE GROUP CHAT• Step 1: Join the ⁠⁠Money Miners Facebook Group⁠⁠• Step 2: Request access to the ⁠⁠HOOTEROO chat⁠⁠……………DISCLAIMERAll information in this podcast is for education andentertainment purposes only and is of general nature only.Please ensure you read our ⁠⁠full disclaimer⁠⁠.
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  • Finding Alpha Where Others Fold with Muddy Waters’ Darren McLean
    Today’s episode is a conversation that completely drew us in— with Canadian resource fund manager Darren McLean.Darren is a thoughtful and passionate investor, focused onfinding unloved and overlooked stocks. He follows companies from drilling right through to construction and execution, with a particular interest insingle-asset plays.In this wide-ranging chat, we cover some great stories —from investing in Champion Iron, GT Gold and Filo — to why mining offers such aunique opportunity set, and Darren’s own ambition to one day build a mine.Enjoy the chat!This interview was recorded on 22.7.25.……………TIMESTAMPS (00:00) Introduction to Darren McLean and Muddy Waters(01:43) Darren's Journey into Mining Investments(03:38) Understanding the Mining Sector(06:26) Investment Strategies and Success Stories(10:00) Challenges and Opportunities in Mining Investments(13:32) The Role of Follower Capital(19:56) Case Studies: Champion Iron and GT Gold(30:52) The Filo Mining Success Story(48:09) Investment Philosophy and Final Thoughts(49:10) The Reality of Investing in High-Risk Sectors(50:03) Market Perception vs. Personal Insight(53:01) Challenges and Strategies in Short Selling(54:05) Case Study: Short Selling(01:01:36) The Ambition to Run a Mining Company(01:04:45) The Importance of Simple and Elegant Projects(01:19:59) The Value of Building a Strong Technical Team(01:26:39) The Unique Opportunities in Gold Investing(01:34:06) Conclusion and Final Thoughts……………Join 12k+ subscribers to the ⁠Director’s Special⁠:one daily email with all the news that matters in mining ……………PARTNERSThank you to the mining services businesses that make thiscontent possible: ·       ⁠Grounded⁠ - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: [email protected] ·       ⁠Sandvik Ground Support⁠ – The only ground supportyou’ll ever need ·      ⁠CrossBoundary Energy⁠ – Independent power producer for the global mining industry | [email protected] +61 466 184 943 ……………FOLLOW & CONNECT• YouTube: ⁠@MoneyofMine⁠• Twitter / X: ⁠@moneyofminepod⁠• ⁠LinkedIn⁠ | ⁠Instagram⁠ | ⁠Facebook⁠• Travis Ricciardo: ⁠@TRAVmoneyofmine⁠⁠• Jonas Dorling: ⁠@JDmoneyofmine⁠⁠• Email us Word on the Decline: [email protected]……………JOIN THE GROUP CHAT• Step 1: Join the ⁠Money Miners Facebook Group⁠• Step 2: Request access to the ⁠HOOTEROO chat⁠……………DISCLAIMERAll information in this podcast is for education andentertainment purposes only and is of general nature only.Please ensure you read our ⁠full disclaimer⁠.
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  • The 9 Red Flags in Exploration Investing (Roland Gotthard)
    There’s plenty of alpha to be made — and money to be saved — by learning from a sceptical geologist. So we interviewed one.Roland Gotthard has built a reputation for calling out poordisclosure practices, guiding investors on what to watch for, and recognising when companies get it right.In this episode, Roland shares the lessons he’s learned fromyears of scrutinising company reporting and navigating the grey areas of themining market..……………TIMESTAMPS 00:00 Introduction00:46 Why JORCWTF?02:25 The geologist skillset08:20 The internal pressure of being a geo12:40 Influences on bad disclosure17:50 The small cap dilemma21:34 The directors special27:33 More red flags31:26 Nuances to the directors special39:04 Why maps41:25 Metallurgy red flags51:00 What to infer from Geotech work54:36 Yellow flags 1:02:58 Never reported drilling1:03:33 Being an outsider1:04:50 Why continue JORCWTF……………Join 12k+ subscribers to the ⁠Director’s Special⁠:one daily email with all the news that matters in mining ……………PARTNERSThank you to the mining services businesses that make thiscontent possible: ·       ⁠Grounded⁠ - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: [email protected] ·       ⁠Sandvik Ground Support⁠ – The only ground supportyou’ll ever need ·       ⁠Cross Boundary Energy⁠ – Independent power producer for the global mining industry | [email protected] +61 466 184 943 ……………FOLLOW & CONNECT• YouTube: ⁠@MoneyofMine⁠• Twitter / X: ⁠@moneyofminepod⁠• ⁠LinkedIn⁠ | ⁠Instagram⁠ | ⁠Facebook⁠• Travis Ricciardo: ⁠@TRAVmoneyofmine⁠⁠• Jonas Dorling: ⁠@JDmoneyofmine⁠⁠• Email us Word on the Decline: [email protected]……………JOIN THE GROUP CHAT• Step 1: Join the ⁠Money Miners Facebook Group⁠• Step 2: Request access to the ⁠HOOTEROO chat⁠……………DISCLAIMERAll information in this podcast is for education andentertainment purposes only and is of general nature only.Please ensure you read our ⁠full disclaimer⁠.
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Where mining meets financial markets. We break down the news that matters to investors and industry, without the fluff.
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