Money of Mine

• Buybacks, Cost Curves & Dingo’s Picks

  Daniel Dingo Harangozo of Nero Resource Fund is joins us on the mic as we review the big events of the week just gone.And there's no bigger news that China’s push toward “anti-involution” and what it means for commodity markets. From there, we cover the latest twists in Regis’ M&A hunt and Vault’s decision to buy back up to 10% of its shares.In Grade Control, we rank Peabody walking from Anglo’s coal deal, the ongoing drama at Resolution Copper, the rocket under rare earths, Kaili’s wild ride, and Endeavour’s strong views on hedging.On the deal-making front, we break down a wave of capitalraisings and Tianqi turning up the heat with JV-partner IGO.Finally, Dingo shares his picks from the juniors’ end – Black Canyon, Viridis and St Barbara.Stocks mentioned:RRL, VAU, BTU.NY, AAL.L, BHP, RIO, KLR, EDV.TO, LIN, ARU, WIA, MAU, IGO, BCA, VMM, SBMTIMESTAMPS (00:00) Introduction(04:24) The Nero investment style(05:47) Chinese Anti-Involution(11:01) Where Opportunities can be Found(14:21) Regis Rumours(20:46) Vault’s Buyback(25:26) Peabody Can Anglo Deal(34:10) Resolution Copper Controversy(36:16) US Mining Policy and Challenges(41:34) Rare Earths Surge(45:02) Endeavor Mining's Hedging Strategy(47:54) Sweet Deals: The Best of this Weeks Raisings(50:47) Miners Leave Australia(58:19) Tianqi Play Hardball with IGO(01:01:52) Hidden Gems and Junior Picks ……………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: ·       ⁠⁠⁠Axis Mineral Services⁠⁠⁠ – Crushing services for all requirements in mining, milling & civil applications | [email protected]·       ⁠⁠⁠⁠Sandvik Ground Support⁠⁠⁠⁠ – The only ground support you’ll ever need ·       ⁠⁠Africa Down Under⁠⁠ – Get your tickets for Australia’s premier African-focused conference, running from Sept 3 – 5 ·       ⁠⁠⁠Focus by Marketech⁠⁠⁠ – All your mining news and market needs in one powerful platform | ⁠⁠⁠10-day free trial⁠⁠⁠……………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 ⁠⁠⁠⁠MoneyMiners 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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  1:10:29

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  1:10:29
• Lithium’s True Inflection Point (YJ Lee)

  With so much unfolding in China across the battery metalsspace, we sat down with YJ Lee at the perfect time.YJ runs a fund focused on the energy transition and bringsdeep expertise in both metals and battery markets. In this conversation, we dig into China’s policy pivot toward anti-involution and its knock-on effects for lithium and EVs. From there we dive deep into lithium itself – covering the demand and supply outlook, the surge in BESS, why inventories are often misunderstood, and plenty more.Follow YJ on Twitter: @usuallyYJLeeRecorded 19 August 2025.TIMESTAMPS (00:00) Introduction (02:06) China's Anti-Evolution Policy Impact on Lithium Markets (04:40) China's Competitive Market Dynamics (14:20) Licensing in China's Lithium Industry (20:00) The Growing Demand for EVs (24:14) Astounding Growth in BESS (25:17) China's Commercial Battery Economics (27:37) Solar and Battery Integration (28:33) LFP Dominance (29:25) CATL and Sodium-Ion Batteries (31:36) Lithium Market Dynamics (40:06) Global EV Adoption Trends (42:51) Overrated or Underrated: Quick Fire Segment (45:40) Closing Remarks and Reflections ……………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: ·       ⁠⁠Axis Mineral Services⁠⁠ – Crushing services for all requirements in mining, milling & civil applications | [email protected]·       ⁠⁠⁠Sandvik Ground Support⁠⁠⁠ – The only ground support you’ll ever need ·       ⁠Africa Down Under⁠ – Get your tickets for Australia’s premier African-focused conference, running from Sept 3 – 5 ·       ⁠⁠Focus by Marketech⁠⁠ – All your mining news and market needs in one powerful platform | ⁠⁠10-day free trial⁠⁠……………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 ⁠⁠⁠MoneyMiners 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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  46:58
• Lithium Mayhem and Mozal Woes (Sam Berridge)

  We’ve got a new style of show that we’re pumped to share.The weekly wrap covering all the big stories in detail plus plenty highlights. We’ve got analysis, ratings and hot takes. And we're joined by Sam Berridge, Portfolio Manager of the Perennial Natural Resources Trust.Today’s show gets into the lithium melt-up, South32’s Mozalheadache, the cracking Hudbay-Mitsubishi deal as well as touching on Greatland, Stausholm’s farewell tour, the SYA-PLL deal struggle, Australia's Nyrstar rescue, Barrick’s Reko Diq financing & Energy Transition MineralsStocks: LTR, MIN, IGO, PLS, S32, HBM.TSE, GGP, RIO, SYA,PLL, B.NYSE, ETM, LZM.NYSE, SMI, BNZ, WTM, CTM, WA1, FAL, AAL.LSE, BTU.NYSE……………TIMESTAMPS (00:00) Introduction and New Show Format(01:28) We’ll be at Africa Down Under(03:01) Lithium Market Mayhem(09:05) Government investing in Liontown(14:52) South 32 and Mozal’s Power Woes(23:52) Mitsubishi’s Hudbay deal(32:30) Grade Control: Greatland Guidance(34:18) Jakob Stausholm’s Farewell Tour(36:30) Energy Policy(38:17) Piedmont Shareholder Vote Turnout(40:22) Australia's Nyrstar Bailout(43:59) Barrick's Pursuit of Reko Diq Debt(47:43) 60 Minutes Pumping Microcaps…(48:58) Sweet Deal or Sour Deal: Capital Raises, Lifezone and Peabody-Anglo(58:32) Big Brain, Small Brain: Smart and Dumb Moves……………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: ·       ⁠Axis Mineral Services⁠ – Crushing services for all requirements in mining, milling & civil applications | [email protected]·       ⁠⁠Sandvik Ground Support⁠⁠ – The only ground support you’ll ever need ·       Africa Down Under – Get your tickets for Australia’s premier African-focused conference, running from Sept 3 – 5 ·       ⁠Focus by Marketech⁠ – All your mining news and market needs in one powerful platform | ⁠10-day free trial⁠……………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 ⁠⁠MoneyMiners 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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  1:04:48

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  1:04:48
• Booms, Busts & Billion-Dollar Builds (Zimi Meka)

  We’re thrilled to bring you a candid conversation with ZimiMeka — co-founder and CEO of Ausenco, one of the world’s top mining engineering firms.From the soaring highs to unbearable lows, Zimi sharesstories of building mines in explosive-laden corners of Laos, hacking through Tanzanian & Zambian jungles, and navigating the temptations of debt and public markets.Packed with timeless business lessons, investor insights,and a few cracking tales, we thoroughly enjoyed this is a masterclass.This interview was recorded on 8 August 2025.……………TIMESTAMPS (00:00) Introduction to the Guest and His Achievements(02:04) The Commodity Supercycle and Ausenco’s Growth(08:03) Founding Ausenco and Early Challenges(12:25) Key Projects and Breakthroughs(16:38) Navigating Difficult Projects and Locations(21:13) Ausenco's History and Learnings(31:56) The Impact of Market Downturns(32:31) Strategic Shifts in Business Operations(33:17) Challenges in Project Feasibility and Execution(34:56) Cost-Effective Project Delivery(38:17) Balance Sheet Reflections(39:32) Navigating Financial Challenges and Private Equity Deals(46:45) Technological Innovations in Mining(47:52) The Essence of Engineering(51:30) Overrated or Underrated ……………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 thiscontent possible: ·       Axis Mineral Services – Crushingservices for all requirements in mining, milling & civil applications | [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·       Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial……………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 ⁠MoneyMiners 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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  1:03:08

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  1:03:08
• The Unbelievable Story of how Fortescue Beat the Odds

  Today’s episode is an exploration into the story behind one of Australia’s greatest business success stories, Fortescue.The company has paid over $42B in dividends in its brief history, which began at Andrew Forrest’s kitchen table just 22 years ago. Within a few years it was one of the largest companies in the nation as it smashed through records while creating its foundation at Cloud Break. We focus in on the first 5 years, looking to relive the highs and lows, while attempting to understand the attributes that separated FMG from the pack.……………TIMESTAMPS(00:00) The Rise of Fortescue: A Story of Wealth Creation(00:36) The Early Years: Controversies and Challenges(02:23) Twiggy's Pre-Fortescue Ventures(09:13) The Birth of Fortescue Metals Group(16:40) Building the Dream Team(18:16) Aggressive Expansion and Exploration(30:17) Infrastructure Ambitions and Market Dynamics(36:50) Cracking the Geological Code(38:22) Discovering Cloudbreak: A Game-Changer(40:21) The Metallurgical Breakthrough(42:14) Strategic Moves and Market Reactions(53:07) The China Financing Debacle(01:00:22) Land Access Negotiations and Controversies(01:03:05) Innovative Mining Techniques(01:06:11) Rail and Infrastructure Developments(01:07:34) Financial Challenges and Strategic Partnerships(01:08:57) Legal Battles and Regulatory Scrutiny(01:12:06) Securing EPCM Contracts and Major Deals(01:16:36) Equity Investment and Loan Details(01:16:49) Fortescue's Financial Maneuvering(01:19:17) The Clock is Ticking: Securing Funds(01:22:20) Bond Rating Drama(01:27:01) Construction Challenges and Triumphs(01:33:12) Cyclone George and Its Aftermath(01:36:01) Fortescue's Meteoric Rise(01:39:52) Reflections on Fortescue's Journey(01:40:19) The Entrepreneurial Spirit(01:41:09) Lessons from the Past(01:42:22) Innovative Approaches and Cultural Impact(01:46:01) The Role of China and Market Dynamics(01:49:59) Twiggy's Unique Leadership(01:53:04) Final Thoughts and Legacy……………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: ·       Axis Mineral Services – Crushing services for all requirements in mining, milling & civil applications | [email protected]·       ⁠Sandvik Ground Support⁠ – The only ground support you’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 and entertainment purposes only and is of general nature only. Please ensure you read our ⁠full disclaimer⁠.

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  1:57:19

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  1:57:19

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