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5 of 452

Navigating Market Chaos with Resource Investor Will Thomson
Will Thomson of Massif Capital has a unique way of thinking about opportunities so we were thrilled to cover topics including tin and the DRC, copper and Zambia, USA’s growing understanding of mineral importance, gold miners in the Americas and some fascinating thoughts on the investment business.Follow Will on Twitter @wmthomson22 Sign-up for the Director’s Special Chapters:(00:00:00) Introduction: Will Thompson(00:02:30) Macro View: Resources vs. Mag 7(00:08:00) Navigating Market Uncertainty(00:11:00) Alphamin & DRC (AFM.V)(00:21:00) Zambia's Copper Potential & Midnight Sun Play(00:28:00) Gold Strategy: Equinox & Scale Debate(00:35:00) Gold: G Mining & Guyana(00:38:00) Portfolio Construction(00:42:00) Idea Generation & The Multistrat Model Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor https://www.mineralminingservices.com.au/join-us/ - 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 http://www.rocktechnology.sandvik/groundsupport 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 [email protected] - +61 416 015 876 KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance [email protected] – 1300 143 947 Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries [email protected] - +61 450 944 489 Cross Boundary Energy – Independent Power Producer for the global mining industry [email protected] - +61 466 184 943 Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram
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1:05:16
Fund Manager David Finch has message for Gold Miners
Fund manager, David Finch of Ixios Asset Management kindly joined us to explore the full spectrum of mining equites. We largely discuss the state of gold miners who will be flush with cash at current gold prices. The question on David’s mind: which ones will allocate that cash best?Plus we explore the more ‘out of favour’ commodities on David’s mind. Sign-up for the Director’s Special Chapters:(0:00) Preview(0:17) David Finch joins, state of gold miners today(5:50) Exemplary Capital Management (AEM)(8:10) Growth M&A vs. Per-Share Value(13:35) China's Strategic Gold Accumulation(16:00) Portfolio Strategy: Quality vs. Leverage(20:00) Australia vs. Canada(29:40) Transition Metals: Copper Outlook(48:30) Contrarian Views & Copper Stock Value -- Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members enter code MOMNM at checkout for $160 off your registration. Brisbane, 20 - 22 May, 2025 Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor https://www.mineralminingservices.com.au/join-us/ - 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 http://www.rocktechnology.sandvik/groundsupport 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 [email protected] - +61 416 015 876 KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance [email protected] – 1300 143 947 Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries [email protected] - +61 450 944 489 Cross Boundary Energy – Independent Power Producer for the global mining industry [email protected] - +61 466 184 943 Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram
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1:10:44
Mastering the Lassonde Curve’s Valley of Despair (Rick Squire)
Today’s show is a fantastic chat with fund manager Rick Squire.We covered a heap of ground, from the possibility of a rare earths rebound, to where there’s value in the gold sector, as well as prioritising companies of scale, potential natural resources M&A and who’ll benefit from a lithium run up. Enjoy the yarn!Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members enter code MOMNM at checkout for $160 off your registration. Brisbane, 20 - 22 May, 2025 Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor https://www.mineralminingservices.com.au/join-us/ - 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 http://www.rocktechnology.sandvik/groundsupportCRE Insurance – Insurance Brokers for the Construction, Resources and Energy [email protected] - +61 2 9493 6100K-Drill – Safe, reliable, and productive surface RC [email protected] - +61 416 015 876WA Water Bores – WA’s premier water well drilling [email protected] - +61 429 695 538Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and [email protected] - +61 8 9373 1140KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown [email protected] – 1300 143 947Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining [email protected] - +61 450 944 489Cross Boundary Energy – Independent Power Producer for the global mining [email protected] - +61 466 184 943 Money of Mine on YouTube, Twitter, LinkedIn(0:00:00)Intro(0:01:53)Rare Earths(0:07:23)Petratherm(0:12:08)Brazilian clay rare earths(0:15:40)Gold excitement(0:18:58)Meeka Metals(0:25:04)Mid cap golds converting the gold price(0:33:15)Pantoro(0:36:15)Bellevue(0:41:12)Gold Road(0:44:50)Alto and Brighstar(0:52:10)AIC Mines(0:55:35)Undeveloped gold opportunities(0:58:23)Patriot and potential lithium deals
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1:05:34
The 5 most interesting mining deals this week
A quick wrap up for the week as we rapid fire run through the five most interesting deals of the week. Plus we can't let the late quarterly reporters get away without our signature Name and Shame segment. Sign-up for the Director’s Special daily email. Chapters:(0:00) Introduction(2:13) The top 5 deals of the week(11:16) Name and Shame ASX Late Reporters Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration. Non-members enter code MOMNM at checkout for $160 off your registration. Brisbane, 20 - 22 May, 2025 Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor https://www.mineralminingservices.com.au/join-us/ - 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 http://www.rocktechnology.sandvik/groundsupport 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 [email protected] - +61 416 015 876 KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance [email protected] – 1300 143 947 Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries [email protected] - +61 450 944 489 Cross Boundary Energy – Independent Power Producer for the global mining industry [email protected] - +61 466 184 943 Buy Money of Mine MERCH Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group. Money of Mine on YouTube, Twitter, LinkedIn & Instagram
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18:48
Taking the pulse on junior miners with John Forwood
In today’s show we had the pleasure of chatting with junior mining specialist John Forwood.John is a wealth of knowledge when it comes to the explorers, so we picked his brain on interesting commodities, where pockets of value are, what he think deserves more attention and how he think M&A has evolved in parts of the market.Sign-up for the Director’s SpecialPlease read our Privacy Policy and Disclaimer hereDiscounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine. Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.Non-members enter code MOMNM at checkout for $160 off your registration.Brisbane, 20 - 22 May, 2025Thank you to our Partners:Mineral Mining Services – Your preferred mining contractorhttps://www.mineralminingservices.com.au/join-us/ - 1300 546 117Grounded - Infrastructure for remote mining and civil projects Australia widePaul Natoli - [email protected] Ground Support – The only ground support you’ll ever needhttp://www.rocktechnology.sandvik/groundsupportCRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors [email protected] - +61 2 9493 6100K-Drill – Safe, reliable, and productive surface RC [email protected] - +61 416 015 876WA Water Bores – WA’s premier water well drilling [email protected] - +61 429 695 538Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and [email protected] - +61 8 9373 1140KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown [email protected] – 1300 143 947Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining [email protected] - +61 450 944 489Cross Boundary Energy – Independent Power Producer for the global mining [email protected] - +61 466 184 943 Money of Mine on YouTube, Twitter(0:00:00)Introduction(0:01:38)Current volatility(0:05:21)Investing in exploration(0:10:45)Countercyclical plays(0:12:00)Astral & Medallion(0:14:39)Ramelius(0:15:43)Predictive Discovery(0:20:20)Montage picking up stakes(0:24:05)Which golds haven't ripped(0:26:35)TSX companies listing on ASX(0:29:23)Mt Isa potential(0:31:42)Koonenberry (0:33:33)Nexus Minerals(0:35:04)Trucking dirt(0:39:38)New World Resources(0:42:35)Silver
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51:23