Money of Mine

Moz is back.

Nearly a year on from the MinRes spectacular, Moz has joined us again to dive into the opportunities capturing his attention.

In keeping with his style, we go deep on special situations where the market is presenting potential value.

Our conversation centres around 4 main stocks and themes: MinRes, Stanmore, 29Metals and the energy sector.
We explore:

Why MinRes is still being priced like a lithium specc
The Anglo met coal auction: The real bidders, the likely deal structure, and why the Whitehaven parallel is instructive
Four possible outcomes for Stanmore
Queensland’s immoral coal royalty regime
Does 29Metals raise... or getting taken over?
Where the opportunities in the energy (and services) space lay

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If you find value in the conversations, subscribing goes a long way.

Episode recorded: 28.4.2026.

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TIMESTAMPS  

(0:00) Queensland Royalties Cold Open
(1:00) Meet Moz and RES Recap
(8:10) Lithium Strategy and Bald Hill
(18:00) Onslow Growth and Port Dispute
(23:00) Stanmore Special Situation Setup
(39:30) Dividend Deal Logic
(41:10) Auction Outcomes and Valuation
(49:30) Governance and Register Risks
(52:30) Queensland Royalties Rant
(1:03:00) 29Metals Funding Paths
(1:21:00) Energy Wrap and Disclaimers

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⁠⁠⁠⁠Metalshub⁠⁠⁠⁠ - The leading supply chain software to buy, sell and trade raw materials | ⁠⁠⁠⁠⁠https://www.metals-hub.com/en/money-of-mine/⁠⁠⁠⁠⁠

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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 need inspiration for today's episode - and it came our way.
We picked up the phone in an attempt to make sense of everything going on in this market. We called some fund managers to get clarity and ask the questions we can't get off our mind.
This episode goes deep into how smart money is positioning in uncertain times.In the episode, we discuss:
Why energy prices could stay higher for longerThe LNG supply shock
How gold has historically performed during major drawdowns
The structural shift in lithium demand
Constructing a portfolio across energy, gold, and food exposure
Specific asymmetric opportunities in gas, copper, and gold equities
Why diversification matters more than ever
Follow Anthony:

LinkedIn -https://www.linkedin.com/in/anthony-kavanagh-89b16818/?originalSubdomain=au

If you enjoy these conversations, subscribe for more insights from investors and operators across the mining and commodities sector.

Episode recorded: 04/24/26
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TIMESTAMPS  

(0:00) Lithium Demand Turning Point
(0:20) Anzac Weekend and No Plan
(4:00) Rapid Fire Market Themes
(23:30) Gold Miners Outlook
(25:00) Lithium Market Repricing
(29:00) Copper, Nickel, and Energy Shocks
(32:50) Coal Debate and Wrap

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⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠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/⁠⁠

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• Travis Ricciardo: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@TRAVmoneyofmine⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
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• Email us Word on the Decline: [email protected]

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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 sat down with Tony Greer, founder of TG Macro and a 35 year Wall Street veteran whose career has seen him on the desk at banks from Sumitomo to UBS and onto Goldman Sachs’ commodities arm, where he operated the firm’s gold and silver books.Tony reads markets through a lens we rarely use on this show: pure price action, sentiment, and sector rotation, with valuation deliberately off the table. That framework has landed him in the same ideas we get to from fundamentals… Gold & the miners, industrial commodities, energy and uranium.We cover:

• What his early days talk him about how precious metals trade
• How he arrived at the debasement trade
• Why this market has him on edge
• His current long book across gold, gold miners, industrial miners, and energy
• Why he ignored uranium for 5 years before the sector started leading
• Trump era resource nationalism, • The 60/20/20 portfolio shift, and why he believes we’re in year one of a decade long commodity cycle

Follow Tony:

X - https://x.com/TgMacro
LinkedIn - https://www.linkedin.com/in/tony-greer-93b319b6/

Subscribe for more conversations with leading voices in resources and mining.

Episode recorded: 04/20/2026
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TIMESTAMPS  

(0:00) Meet Tony Greer
(1:10) Australia Travel Story
(2:50) Debasement Trade Setup
(5:10) Resource Nationalism Shift
(19:10) Markets Ignore Headlines
(22:20) Gold Miners and AI Bubble
(38:40) Uranium Trend and Wrap

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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.

After visiting 7 mines across South Africa and Zambia in 10 days, we unpack the biggest takeaways while waiting to board our flight home.

From massive copper and operations to PGM shafts, gold tailings plays, enormous coal mines, the trip challenged some of our long-held assumptions.

We discuss why Africa may be mispriced as a mining jurisdiction, the reality of costs, productivity and logistics, and where some investment opportunities sit.

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TIMESTAMPS  

(0:00) Airport Trip Recap
(2:30) Bullish Africa and PGMs
(7:20) Costs, Power, Productivity, Logistics
(12:30) Zambia Copper
(17:50) DRD Gold
(18:40) ZCCM
(22:50) Scaling Mines and Electrification
(30:00) Trip Highlights

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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.

Rick Squire, portfolio manager at Acorn Capital, breaks down a volatile start to the year and where opportunities are emerging across mining equities.

• Volatility is creating mispricing, patience and discipline matter more than trying to time markets
• Commodity cycles drive returns, producers first, then developers, with gold developers currently the sweet spot
• Copper is a supply story, ageing assets, slow new builds, and emerging risks like sulfuric acid shortages
• Juniors are filtered on one question, can this realistically become a mine, with infrastructure, geology, and capital key
• Avoids capital-heavy, complex projects, prefers assets with a clear path to production or takeover

Rick runs through a wide range of names across the spectrum, including Midas Minerals, Solstice Minerals, Caravel Minerals, Prospect Resources, Coda Minerals, True North Copper, Astral Resources, Ballard Mining, Golden Horse Minerals, Forrestania Gold, Q2 Metals, Wildcat Resources, Bellevue Gold, Nickel Mines, Centaurus Metals, Syrah Resources, Meteoric Resources.

A grounded look at how a top resource investor navigates cycles and separates real opportunities from noise.

Follow Rick on LinkedIn

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TIMESTAMPS  

(0:00) Sulfuric Acid Shockwave
(3:00) Q1 Rollercoaster Lessons
(7:20) Managing Illiquid Explorers
(19:40) Copper Cycle and Jurisdictions
(30:30) Magmatic Discovery Upside
(33:00) Sizing Up Copper Developers
(39:10) Gold Explorer Watchlist
(45:00) Lithium, Nickel, and Final Picks

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⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠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

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