Money of Mine

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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⁠⁠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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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 sit down with Matt Zabloski of Delbrook Capital, for a rare look inside how a long short resources fund actually generates returns, including a standout 151% year in 2025 and a strong start to 2026.

Matt’s core view is that commodities are entering a structural, not cyclical phase, driven by decades of underinvestment and a growing global supply imbalance. Rather than calling commodity prices, Delbrook focuses on mispriced companies, hedging the underlying exposure to isolate true alpha.

The fund operates across three key strategies. Thematic investing, backing long duration ideas like gold and critical metals. Event-driven trades, capturing opportunities around earnings and production updates. And relative value, exploiting pricing dislocations between securities.

We unpack how this is executed through a high conviction, concentrated portfolio, supported by deep fundamental research, site visits and direct company engagement. Matt explains why most investors end up “chasing commodity beta”, and how Delbrook stays ahead of the street.

We also cover gold equities, defence metals, and why volatility created by “tourists” is exactly where the opportunity lies.

Episode recorded: 04/07/26
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TIMESTAMPS  

(0:00) Gold as Currency
(1:30) Structural Commodity Shift
(5:20) Hedge Fund Playbook
(16:00) Portfolio Construction and Shorts
(24:50) Thematic Trades and Tin
(28:10) Critical Metals and Tungsten
(35:00) Lithium Winners and Key Names
(41:10) Uranium, Copper, and Closing

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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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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.

JJ, who writes under the Substack name Alyosha, spent decades as a pit trader on the Comex and Nymex, trading precious metals, energy, and commodities in an era before Bloomberg terminals and algorithmic flow.

He has written over a million words on markets since 2024, publishing twice daily and building a body of work that blends hard won trading floor experience with sharp geopolitical analysis.

What makes JJ rare is the lens. He is not an analyst who reads about markets, he is someone who felt them, physically, in real time, for decades.

In this conversation, JJ covers:

• Why the Strait of Hormuz situation is more dangerous than markets are pricing and what needs to happen next
• What market prices are actually telling you right now and why the noise does not match the signal
• His framework for understanding gold and why it does not go up, everything else goes down
• The trading floor guild system and the two skills that separated survivors from everyone else
• His philosophy on writing, documenting how markets felt, not just what the data said

Follow JJ:

Substack - https://substack.com/@alyosha745
X - https://x.com/Alyosha745

Episode recorded: 04/06/26
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TIMESTAMPS  

(0:00) Meet JJ the Pit Trader
(3:10) Middle East Brinkmanship and Oil Shock
(21:10) From Floor Trading to Reading Markets
(28:50) Oil Glut and Strait Reopens
(32:50) Gold as True Money
(38:00) Silver Mania and Exiting Early
(44:50) Stops, Humility, and Farewell

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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.

Straight into it with Ferg Cullen (aka Trader Ferg) in a volatile tape.

Core view, energy security is back, and the system is tighter than markets are pricing. Europe is boxed in, storage low, and policy choices are starting to bite.

Coal remains his cleanest trade. Strong balance sheets, rising demand, and underappreciated upside as we move back toward winter.

The bigger shift is “just in case” over “just in time”. That drives higher costs, more redundancy, and structurally higher inflation.

We hit 1970s parallels, policy pivots, nuclear buildout, and why crises force reality over ideology.

Positioning, stay patient, avoid leverage, let volatility work. He’s leaning coal, grains, and oil services, while building cash for a broader flush.

On gold, long term constructive, near term chop. On uranium, love the commodity, be careful with the miners.

Follow Ferg:

X  - https://x.com/trader_ferg
Substack - https://traderferg.substack.com/
Episode recorded: 04/02/26
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TIMESTAMPS  
(0:00) Volatile Times Kickoff
(1:20) Energy Security and Nuclear Backlash
(4:20) Coal and LNG Investment Thesis
(8:30) 1970s Parallels and Market Winners
(25:10) Coal Basket and Switches
(28:30) Shipyards and Capital Cycles
(33:20) Gold Playbook and PGM Cycles
(40:10) Fertilizer Shock and Uranium Wrap
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