576 episodes
- We spent the week pulling apart Canyon Resources, and what came out is the sort of story that should worry anyone who has ever held a minority stake in a single asset developer.
A billion tonne bauxite project in Cameroon, a fully funded announcement, and then $170m of equity at 26 cents that simply never arrived.
Four months later the controlling shareholder was offering those same minorities five cents.
In this ep, we discuss:
- The Canyon expose
- Regis burying a $240m catch-up tax payment, and why quarterly cash builds now flatter every goldie
- The dividend round: Alkane's first-ever payout, Genesis surprising, and Northern Star's buyback that probably never completes
- Ausgold going to OceanaGold, and why the marginal buyer is no longer the Aussie mid-tier
- Mt Cattlin M&A goss
- Lindian's red flag- Copper's all time run
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TIMESTAMPS
(0:00) September Kickoff
(4:40) Bauxite Project Basics
(8:10) Funding Package Announced
(14:00) Approval Delays Mount
(19:00) March Vote Bombshell
(28:10) Canyon Control Squeeze
(37:40) Dividends, Taxes, and Costs
(47:10) M&A and OzGold Wrap
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FOLLOW & CONNECT
• YouTube: @MoneyofMine
• Twitter / X: @moneyofminepod
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DISCLAIMER
All information in this podcast is for education and entertainment purposes only and is of general nature only.
Please ensure you read our full disclaimer. - A few beers with a geologist (Alexander Zanier) turned into a wide-ranging conversation on exploration, investing and the people behind the mining industry.
We talk about what separates great geologists from average ones, why some juniors waste capital, where the next discoveries might come from, the role of majors and government in funding exploration, and a few mining stocks and regions that have caught Alex’s attention.
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TIMESTAMPS
0:00 - What Makes Great Geos
3:30 - Alkane and the Boda Bug
9:00 - Science-First Exploration Teams
17:50 - Educating Investors
21:50 - Funding Undercover Discoveries
27:40 - Majors and Government Support
32:30 - Camp Life and Going the Extra Mile
42:00 - Financialization and Tickers
49:50 - Mining Stories and Environmental Liabilities
56:30 - Talent Pipeline and Market Punts
1:02:40 - Eastern States Gold and ESG Drilling
1:06:30 - Capricorn and WA Mid Tiers
1:08:20 - Consolidation and Smarter Spending
1:10:30 - Industry Optimism
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PARTNERS
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Titan Recruitment – Specialists in engineering and technology recruitmentFocus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial
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FOLLOW & CONNECT
• YouTube: @MoneyofMine
• Twitter / X: @moneyofminepod
• LinkedIn | Instagram | Facebook
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DISCLAIMER
All information in this podcast is for education and entertainment purposes only and is of general nature only.
Please ensure you read our full disclaimer. - Rob Mullin returns, a year on from his last visit. The founder and CIO of Marathon Resource Advisors in San Francisco has been investing in natural resources since the early 1990s, running a long short book built around cash flow and dividends rather than stories.
We check in on the predictions he made last time, then work through what a genuinely multipolar world does to supply chains, correlations and the case for owning resources.
In this ep, Rob covers:
Why a 30 to 50% drawdown in precious metals equities was exactly what the doctor ordered, and how Agnico got to its cheapest relative PE in company history
The rare earths arbitrage: what happens when governments throw tens of billions at a sector used to surviving on tens of millions
Riding tanker rates from $30,000 a day to $300,000, and why he is now rotating toward dry bulk
Quickfire takes on nickel, PGMs, tin, tungsten, vanadium and silver versus gold
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TIMESTAMPS
(0:00) Welcome and Rob Returns
(6:30) Gold Selloff and Reserve Shift
(13:50) Government Push and Multipolar Supply Chains
(32:20) Hard Assets Portfolio Mix
(38:40) Non-Consensus Resource Plays
(47:30) Scaling and Position Sizing
(57:10) Gold vs Silver Decision
(58:50) Lithium Outlook and Wrap
……………
PARTNERS
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FOLLOW & CONNECT
• YouTube: @MoneyofMine
• Twitter / X: @moneyofminepod
• LinkedIn | Instagram | Facebook
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DISCLAIMER
All information in this podcast is for education and entertainment purposes only and is of general nature only.
Please ensure you read our full disclaimer. - We watched over ten hours of Diggers & Dealers presentations so you don't have to.
Here's what we learned - in 30 minutes.
What are the standout stories? Who missed? What were the best moments?
We get into it.
A freudian slip in the Regis' presentation?
Why Bellevue stands out from the pack
What's the attraction with Greatland
Northern Star's unitless cost chart, + what was left unsaid
The great trade at PLS
Stocks covered: PLS LTR CXO WC8 BGO NST RRL GMD VAU GHM MM8 ALK GGP CMM SLS TCG GFI.J WA1 K92 FEX PRU PDI
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TIMESTAMPS
[0:00] Diggers Recap Setup
[8:30] Wildcat in PLS Orbit + Liontown
[13:48] Golden Horse's comic relief... but what's next?
[16:20] Regis vs Genesis & Vault
[20:15] Big Spend at Havieron and Telfer - Greatland
[23:59] Bellevue weathering the storm
[28:40] African Attraction - Turaco, PDI & Perseus
[29:27] Premium valuation... in PNG?
[35:20] Northern Star KCGM Scrutiny
[38:00] Alkane, Sweden, and Wrap
……………
PARTNERS
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Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial
Exceed Capital – Diversify your portfolio with Exceed’s property funds
……………
FOLLOW & CONNECT
• YouTube: @MoneyofMine
• Twitter / X: @moneyofminepod
• LinkedIn | Instagram | Facebook
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Join the Money of Mine Discord Server
……………
DISCLAIMER
All information in this podcast is for education and entertainment purposes only and is of general nature only.
Please ensure you read our full disclaimer. - Rob Cohen has been on our wish list for a long time. A metallurgical engineer who has spent nearly three decades at 1832 Asset Management in Toronto, he runs the Dynamic Precious Metals Fund and is often the first institution to appear on the register of an emerging Australian gold developer, usually buying on market rather than waiting for a placement.
Timed for those heading to Diggers, this one is a tour through the calls that built the track record, and the process behind them.
In this episode, Rob covers:
Getting into Spartan at 40 cents and Northern Star at a dollar, and what he saw that others couldn't.
The Larvotto meeting where he pulled up Perpetua's resource on his iPad and realised he was looking at twenty times the antimony grade.
Why Mali, Burkina Faso and Mexico are out, and the "family holiday test" he applies to jurisdiction risk.
Snowline and Great Bear, and what makes a deposit a geological freak show.
…………...…
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TIMESTAMPS
(0:00) Diggers Trip Intro
(7:20) Not an Index Hugger
(14:40) Big Winners: Northern Star
(22:20) Founders: Lovato, Snowline, and Great Bear
……………
PARTNERS
Sandvik Ground Support – The only ground support you’ll ever need
Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial
Exceed Capital – Diversify your portfolio with Exceed’s property funds
……………
FOLLOW & CONNECT
• YouTube: @MoneyofMine
• Twitter / X: @moneyofminepod
• LinkedIn | Instagram | Facebook
……………
JOIN THE GROUP CHAT
Join the Money of Mine Discord Server
……………
DISCLAIMER
All 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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About Money of Mine
Where mining meets equity markets, and noise gets cut to signal. We unpack the stories moving commodities, companies, and capital without the fluff. Featuring candid conversations with fund managers, executives, and commodity specialists. Hosted by Travis Ricciardo and Jonas Dorling.
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