Money of Mine

• How a Multipolar World Reshapes Mining (Michael Willoughby)

  This week we’re joined by Michael Willoughby of Pacific One Capital for the wrap. With his unique experience, Willo is the perfect guest to break down the shifting trends in how miners are getting financed and the geopolitical moves reshaping the sector.We grade BHP’s attempt to offload Nickel West, WestAfrican’s Burkina challenge, the blistering multiple expansion of mining services stocks, the 20-year anniversary of Shovelanna, and the flood of capital raisings hitting the industry.We round it out with the best books, pods, and ideas on ourradar.Stocks covered: FMG, MIN, BHP, WAF, GNG, MAH, PRN, RIO, LYC, CYM, CXO, PEN…………… TIMESTAMPS (00:00) Preview and Pre Chat (03:33) Cost of Capital Conundrum  (12:22) A Multipolar World  (18:06) Capital Formation Implications  (23:15) Financing Structures and Asian Markets (29:37) Geopolitics  (35:24) Future of Metal Markets  (41:13) Grade Control: BHP, WAF, Mining Services  (54:36) Sweet Deal Sour Deal: CYM, LYC, CXO, PEN  (01:00:01) Hidden Gems: Book and Podcast Recommendations  …………… Join 14k+ subscribers to the ⁠⁠⁠⁠⁠⁠Director’s Special⁠⁠⁠⁠⁠⁠: one daily email with all the news that matters in mining …………… PARTNERS Thank 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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  1:06:58

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  1:06:58
• Hanging Out in Hated Places with Rick Rule

  In today’s episode, we’re joined by renowned resource investor Rick Rule to explore where the most overlooked pockets of value lie in the market. Our conversation covers the most beaten-up parts of the market, whether there’s merit in playing the ‘picks n shovels’ approach to resources, how the financing side of the industry continues to evolve, his views on the latest government intervention in the sector, and plenty more.……………TIMESTAMPS (00:00) Introduction: Neglected Sectors  (01:29) Oil and Gas  (04:34) Government Influence on Commodities (09:29) Rare Earths and Global Supply Chains (15:54) Uranium Market Dynamics  (26:28) Natural Resource Financing  (28:21) Streaming and Royalties  (35:08) Gold and Copper Miners  (36:12) Barrick's Future  (41:36) Mining Services Businesses  (49:01) Lithium Market Insights  (51:53) Vanadium and Nickel  (56:49) Silver and Tin  (01:03:11) Contrarian Views and the US Dollar ……………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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  1:07:32

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  1:07:32
• 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

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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

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