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5 of 467

Know This Before Investing in African Miners
Nothing gets us excited like a bidding war. The Rack Attackin Arizona ft. New World Resources, Kinterra Capital and CAML is delivering on all fronts, we share the latest here plus explore the rising trend of resource nationalism.We wonder if Barrick could be doing things differently amidtheir dreadful performance in this gold bull market and cast our eyes over the merit of Reko Diq in particular.And to round out the episode, we speak with Tim Staermose of African Lions Fund, on the intricacies of investing in frontier African markets. Connect with Tim on Twitter: https://x.com/globalvaluehuntThe interview with Tim Staermose was originally recorded on 5 June 2025..……………TIMESTAMPS (00:00) Introduction(01:53) The Rack Attack in Arizona – Updates(11:00) Much Ado About Resource Nationalism(15:44) Why Barrick is so Beaten Up?(24:38) Tim Staermose Interview Begins(26:57) How African Markets have Changed(35:40) The Status of Various African Mining Jurisdictions(38:14) Up and Coming Frontier Markets(40:50) When it Goes Wrong: Inflation………………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: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mineral Mining Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ – Your preferred mining contractor - 1300 546 117 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠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 relevant ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠K-Drill⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ – Safe, reliable, and productive surface RC drilling | Ryan O'Sullivan: [email protected] +61 427 783 190 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠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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47:39
The Most Exciting Mining Deal of 2025
Hostile M&A is back! Kinterra Capital and CAML are going head-to-head in their quest to take out New World Resources, giving us no shortage of enjoyment.We also picked up on a chunky financing package for Asante Gold, who has secured ~US$500m+ to make their Ghanaian gold mining dreams a reality. Could there be an opportunity in the recapitalisation?.……………TIMESTAMPS (00:00) Introduction(01:56) The Rack Attack in Arizona(19:16) Why Asante caught the eye(21:12) What’s the opportunity(32:15) Who’s done it before ……………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: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mineral Mining Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ – Your preferred mining contractor - 1300 546 117 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠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 relevant ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠K-Drill⁠⁠⁠⁠⁠⁠⁠⁠⁠ – Safe, reliable, and productive surface RC drilling | Ryan O'Sullivan: [email protected] +61 427 783 190 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠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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34:46
Uranium Goes Vertical. Overblown or Only the Beginning?
We kick off with the wild moves sweeping through uranium, breaking down SPUT’s raise, the squeeze mechanics, and whether valuations have run too hot.Next up: the drama at New World Resources, where a bidding war could be brewing.And to wrap, a juicy chat about Black Cat’s bold call to stash gold instead of Aussie dollars — and what it says about the market mood..……………TIMESTAMPS (00:00) Introduction(00:48) Uranium mania (again)(19:09) NWC: A brewing bidding war(28:19) Should goldies hold bullion over cash(32:27) Which miner holds the most gold? ……………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: ⁠⁠⁠⁠⁠⁠⁠⁠⁠Mineral Mining Services⁠⁠⁠⁠⁠⁠⁠⁠⁠ – Your preferred mining contractor - 1300 546 117 ⁠⁠⁠⁠⁠⁠⁠⁠⁠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 relevant ⁠⁠⁠⁠⁠⁠⁠⁠⁠K-Drill⁠⁠⁠⁠⁠⁠⁠⁠ – Safe, reliable, and productive surface RC drilling | Ryan O'Sullivan: [email protected] +61 427 783 190 ⁠⁠⁠⁠⁠⁠⁠⁠⁠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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36:48
Rare Earths Reality: Hype vs Hope with 3 Experts
We have been struggling to make sense of the headlines in the rare earths market lately. What's relevent? What's real? Why do the equities make no sense?To piece it together, we've pulled together a conversation with 3 very insightful people that cover the sector: Thomas Kruemmer (of The Rare Earth Observer), Sustainable Dude, and Dylan Kelly (DK) of Terra Capital. The discussion covers the geopolitical tensions impacting the market, China's dominant role and export restrictions, environmental and regulatory challenges, and the intricacies of the rare earth supply chain from mining to end-use products. Plus, will clays ever work in the west? Why does Lynas and MP Materials trade at many multiples of their NPV?Find the guests of today's episode here:Thomas Kruemmer (The Rare Earth Observer)Sustainable Dude (Substack, Twitter)Dylan Kelly (LinkedIn).……………TIMESTAMPS(00:00) Introduction02:09 Rare Earth Experts03:19 Geopoliticals - what's going on?07:43 Challenges in the supply chain?21:48 Can clays work ex-China?38:15 Understanding Rare Earth Imbalance39:12 Engineering Solutions for Demand39:44 Challenges in Rare Earth Production40:49 Magnet Technology43:51 Investing in the Equities52:52 The Role of China Revisitted01:02:58 Geopolitical Dynamics and Future Outlook01:05:00 Deals that make sense……………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: ⁠⁠⁠⁠⁠⁠⁠⁠Mineral Mining Services⁠⁠⁠⁠⁠⁠⁠⁠ – Your preferred mining contractor - 1300 546 117 ⁠⁠⁠⁠⁠⁠⁠⁠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 relevant ⁠⁠⁠⁠⁠⁠⁠⁠K-Drill⁠⁠⁠⁠⁠⁠⁠ – Safe, reliable, and productive surface RC drilling | Ryan O'Sullivan: [email protected] +61 427 783 190 ⁠⁠⁠⁠⁠⁠⁠⁠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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1:10:43
Why Tether’s Gold Mining Royalty Play is a Massive Deal
There has hardly been news in the mining world that’s left us as stunned as Tether (yes, the crypto company) buying a huge stake in royalty group, Elemental. We had to unpack it.On the other end of the spectrum, a struggling coal minerCoronado has had all sorts of financiers and competitors circling, as its stock plummets. We ask the question, what does the future hold for shareholders?.……………TIMESTAMPS(00:00) Introduction(02:35) A better business than Franco(04:24) Why is Tether doing a royalty deal(09:06) Tether Gold(18:15) Why Coronado caught our eye(23:00) Who could save CRN(36:00) Virtual AGM’s – Yes/No?……………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: ⁠⁠⁠⁠⁠⁠⁠Mineral Mining Services⁠⁠⁠⁠⁠⁠⁠ – Your preferred mining contractor - 1300 546 117 ⁠⁠⁠⁠⁠⁠⁠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 ⁠⁠⁠⁠⁠⁠⁠CRE Insurance⁠⁠⁠⁠⁠⁠⁠ – Insurance Brokers for the construction, resources and energy sectors | [email protected] +61 2 9493 6100 ⁠⁠⁠⁠⁠⁠⁠K-Drill⁠⁠⁠⁠⁠⁠ – Safe, reliable, and productive surface RC drilling | Ryan O'Sullivan: [email protected] +61 427 783 190 ⁠⁠⁠⁠⁠⁠⁠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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37:19