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Money of Mine: Daily Summaries Delivered
by Mineral Media
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.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 3 days ago44 min
Forrestania’s Paper Empire
Forrestania Resources has gone from a 1c shell to a $600 million company through an extraordinary run of 16 deals in 14 months. But its recommended takeover of Zenith Minerals is now facing scrutiny from the Takeovers Panel, raising questions around timing, disclosure, director acceptances and a massive equity raising that followed the bid.We walk through the chronology, the key players, why the Edna May acquisition changes everything, and whether this ultimately ends with a sweeter offer for Zenith shareholders.…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS Corporate Battle Teaser Hungry Mills Need Ounces MD Accepts Day One Takeovers Panel Showdown What Happens Next…………… 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 <a href="https://www.money
- 1 weeks ago1h 20m
Developers Are Generationally Cheap (Darren McLean)
Darren McLean is back. A longtime mining investor, Muddy Waters consultant and Chairman of Mayfair Gold, Darren has spent his career hunting dislocations in the development space, and he argues developers are now the cheapest he has ever seen.We get into why the setup is so unusual: quality assets trading at a fraction of NAV, a permitting environment that has finally turned, and a market he thinks is heading for a construction cycle rather than the M&A wave everyone keeps waiting for.In this ep, Darren covers:• Why development companies are trading at generationally cheap multiples, and what has to go right to unlock them• Why he expects a construction cycle, not an M&A cycle, and why execution is the best rewrite in mining after discovery• The "propensity for violence" in gold equities and how he positions to weather it• The Detour Lake case study, and why majors keep selling the bulk assets that become their rivals' crown jewels…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS Developers Are Generationally Cheap M&A Stalls, Construction Wins Portfolio Sizing in a Target-Rich Market Volatility Hedging and Copper Rotation Osisko Metals Freight Train Snowline: The Inevitable Mine Why Majors Aren’t Buying Bulks…………… 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 <a href="https://www.moneyof
- 2 weeks ago37 min
Here Comes the Scandium Supercycle (Koala)
The Koala is back on the show. Our favourite pseudonymous investor joins to unpack the most niche commodity story in the market: scandium, a metal with barely 80 tonnes of annual production that Bloom Energy's fuel cells have suddenly made indispensable to the AI buildout.With short sellers circling Bloom over its Chinese supply chain exposure, the timing couldn't be better.In this ep, the Koala covers:• How data centres turned the Bloom box from a marginal power solution into a must-have, and scandium into a bottleneck• Why the Hunter Brooke and Crossroads reports flag a real problem that is eminently solvable• What Western supply actually looks like, from Rio's Quebec circuit to the New South Wales scandium belt• Whether critical minerals are still commodities or now trade like defence primes…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS Supply Chain Integrity Substitution and Thrifting Price Unlocks New Supply Short Reports and the DC Angle Risks and Wrap Up…………… 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
- 2 weeks ago46 min
Is It Too Late to Break China's Minerals Grip? (Henry Sanderson)
Henry Sanderson, the author of Volt Rush and writer of the Volt Insight Substack has spent two decades reporting for the FT and Bloomberg, including seven years in Beijing. There are few better guides to China's grip on batteries and critical minerals.Fresh from a trip to China, Henry unpacks where the East versus West supply chain battle really stands.In this ep, Henry covers:• Where China's dominance sits after the Trump and Xi meeting, and why Europe is now bearing the brunt of its export machine• His wrong chart thesis: why China's share of demand matters more than its share of processing• How export controls on niche metals like yttrium caught Western industry off guard• The looming collision between profit-seeking Western capital and a sector with a demand problem…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS China Exports for Profit Energy Storage Boom The Wrong Chart Thesis Export Controls and Rare Earths New Chemistries and Wrap Up…………… 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 ……………
- 3 weeks ago52 min
Why Small Caps Are Trading Too Cheap (Matt Griffin)
Matt Griffin is back. Two years on from his last chat with us, the Maple-Brown Abbott small caps PM returns to unpack a macro-dominated FY26 that saw 75% of active managers underperform the index.It's a full tour of the small cap resources landscape, from gold to uranium, aluminium and the mining services boom.In this ep, Matt covers:Why gold swelled to 18% of the small cap index, and why the coming quarterly season could disappointHis stock theses on Bellevue, Catalyst Metals and long-term holding Genesis MineralsUranium's brutal working capital cycle and why Paladin is his only exposure…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS Small Caps Valuation Snapshot Gold Stock Picks and Process Why Paladin Stands Out Alcoa Aluminium Bull Case Mining Services Rerate Tin and Rare Earths Wrap…………… 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 a
- 3 weeks ago28 min
The Battle for Leonora’s Final Act
We're back to where it all began. The Battle for Leonora. Undoubtedly, our favourite M&A saga, taking us back to where it all began. It’s as if things have come full circle with the announcement that Genesis will interrupt the Regis-Vault merger, making its own long-anticipated play to acquire Vault (in a “merger”). In this ep, we discuss: Is this Luke Tonkin's finest act Why didn't Genesis come to the party earlier Are the synergies real Will Genesis come back to disrupt this one …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS Will Regis Return? Matching Rights Game Theory Volt Played It Perfectly Deadlines, Break Fees, and Wrap…………… 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.
- Jul 3, 20261h 15m
Discovery, Luck and the Thrill of the Chase (Mark Bennett)
Exploration geologist Mark Bennett joins us for a conversation on his journey finding world-class ore bodies, from his start at Western Mining, through discoveries at Thunderbox and onto the staggering story of the Nova-Bollinger discovery.Mark shares stories from WMC, getting a taste for success at LionOre, the disaster at Apex that taught him how boards really work, and his deal with Mark Creasy that birthed Sirius. He relives the white-knuckle Nova discovery, drilled on the last holes they could afford, the 18-month dance with circling predators, battling Glencore on an offtake, and the IGO takeover.We get into:• Why big companies create the openings for small explorers• Riding LionOre from $40m to $7B• How disaster at Apex shaped the next steps• The iconic Nova-Bollinger discovery• Dancing with predators, tussling with Glencore, and the culminating takeover…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS Why Mark Matters Explorer Mindset Secret Sauce Small Companies, Big Bets LionOre Discovery Momentum Apex Disaster Board Lessons Meeting Mark Creasy Nova Discovery Rollercoaster Takeover Dance and Reflections…………… 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 Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/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 ……………
- Jun 30, 20261h 35m
From Boom to Bust and Back (Ken Brinsden)
Ken Brinsden joins us today to trace a remarkable career across the mining industry, from underground gold and Victorian mineral sands to building Atlas Iron and turning Pilbara Minerals into a lithium powerhouse.Ken shares his journey from the highest highs and down to the troughs, only to rise back up. From the debt & commodity cycle that stumped Atlas, to the brutal 2020 lithium downturn and the masterstroke acquisition of Altura out of receivership, plus the auctions that forced price changes on the market.We explore with him:• From Kalgoorlie roots to gold, mineral sands and iron ore• Atlas Iron’s rise, the debt trap, and lessons on raising early• Building Pilbara Minerals and the Altura receivership masterstroke• Patriot, Quebec, and why lithium demand is wildly underestimated…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS Boomtown Careers Teaser Atlas Iron Supercycle Debt Lessons and Ports Lithium Awakening Ready for Altura Team Sacrifice Culture BMX Auction Price Discovery Leaving for Shaka Juan Demand Story Wrap Up…………… 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 Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/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
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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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