254 episodes

An ex-underground miner, an ex-investment banker, and an ex-equity research guy breaking down the mining news of the day. It's a bit of entertainment, information, and occasionally some alpha. 

Money of Mine Mineral Media

    • Business
    • 4.9 • 10 Ratings

An ex-underground miner, an ex-investment banker, and an ex-equity research guy breaking down the mining news of the day. It's a bit of entertainment, information, and occasionally some alpha. 

    Our chat with Rene Sterk, Geologist Renegade

    Our chat with Rene Sterk, Geologist Renegade

    We’ve got a cracking chat with Rene Sterk to share today. Rene is a geologist who is busy on many fronts, with a passion for the industry that can be felt. We discussed how and why JORC is changing, how things differ from overseas to Australia, the tricks to look out for in reporting and plenty more.


    Sign-up for the Director’s Special


    All information in this podcast is for education and entertainment purposes only and is of general nature only.
    The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
    MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. 
    MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
     
    Thank you to our Partners:
     
    VRIFY – Communicate in 3D
    grant@vrify.com
     
    GetWet Solutions – Innovative bladder tanks for mobile water storage
    Matt.hall@getwetsolutions.com.au
     
    DSI Underground – Ground support gurus
    https://www.dsiunderground.com/contact
     
    Silverstone – Energy solutions for your business
    kenny@sstone.com.au
     
    CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
    davidh@creinsurance.com.au
     
    WA Water Bores – WA’s premier water well drilling company
    James@wawaterbores.com.au
     
    Brooks Airways – Perth’s leading charter flight operators
    ops@brooksairways.com
     
    K-Drill – Safe, reliable, and productive surface RC drilling 
    ryan@k-drill.com.au
     
    Buy Money of Mine MERCH 
     
    Join our exclusive Money Miners Facebook Group 
     
    Money of Mine on YouTube, Twitter, LinkedIn & Instagram

    (0:00:00)Rene Sterk on Money of Mine

    (0:01:41)Fixing JORC

    (0:24:54)Ramifications on inferred resources

    (0:29:47)Parker Challenge for Oyu Tolgoi resource

    (0:33:48)Stringent drill spacing

    (0:36:29)Top things to check in a Mineral Resource Estimate

    (0:41:17)What is a world class intersection?

    (0:45:10)How does Ni43-101 differ from JORC?

    (0:49:34)Will MRE's be harder to do?

    (0:55:37)How should companies be made accountable?

    (0:59:40)Dealing with misaligned MD's and CEO's

    (1:07:47)Proportion of money put into the ground

    (1:15:09)Rene's Youtube channel - MEASURED

    • 1 hr 21 min
    The PGM Opportunity (Roger Baxter Interview)

    The PGM Opportunity (Roger Baxter Interview)

    We had Roger Baxter come on the show to chat all things PGM’s. Plenty of ground was covered from the current supply-demand set up, what the state of South African operations are, how a rapid adoption of hybrid vehicles will impact and market what role recycling will play going forward.

    Sign-up for the Director’s Special
     
    All information in this podcast is for education and entertainment purposes only and is of general nature only.
     
    The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
     
    MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.
     
    MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
     
    Thank you to our Partners:
     
    VRIFY – Communicate in 3D - grant@vrify.com
     
    GetWet Solutions – Innovative bladder tanks for mobile water storage - Matt.hall@getwetsolutions.com.au
     
    DSI Underground – Ground support gurus - https://www.dsiunderground.com/contact
     
    Silverstone – Energy solutions for your business - kenny@sstone.com.au
     
    CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors - davidh@creinsurance.com.au
     
    WA Water Bores – WA’s premier water well drilling company - James@wawaterbores.com.au
     
    Brooks Airways – Perth’s leading charter flight operators - ops@brooksairways.com
     
    K-Drill – Safe, reliable, and productive surface RC drilling - ryan@k-drill.com.au
     
    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

    (0:00:00) Introducing Roger Baxter

    (0:01:50) What's the supply-demand outlook implying

    (0:17:19) The state of South African operators 

    (0:22:22) How deep into the costs curve are we

    (0:25:07) How much capex is being put into new projects?

    (0:27:53) What do PGM orebodies look like?

    (0:35:53) How is the recycling market evolving

    (0:39:43) Is there a shortage of smelters/refiners

    (0:43:11) Zimbabwe's role

    (0:44:17) What is the incentive price for new projects?

    (0:46:14) Power issues in South Africa

    (0:51:16) Russia PGM insight

    • 59 min
    What tin price satisfies demand? (Mark Thompson + Hadley Natus)

    What tin price satisfies demand? (Mark Thompson + Hadley Natus)

    We have a treat for the tin barons – a two-in-one special all on tin!

    Mark Thompson and Hadley Natus joined us in to separate conversation to give the lay of the land on the tin bull thesis, how demand and supply and playing into current price movements, why there’s a distinct difference between metal and concentrate pricing, how Indonesia and Myanmar impact the market and heaps more.

    Sign-up for the Director’s Special


    All information in this podcast is for education and entertainment purposes only and is of general nature only.

    The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.


    MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.


    MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.


    Thank you to our Partners:


    VRIFY – Communicate in 3D

    grant@vrify.com


    GetWet Solutions – Innovative bladder tanks for mobile water storage

    Matt.hall@getwetsolutions.com.au


    DSI Underground – Ground support gurus
    https://www.dsiunderground.com/contact


    Silverstone – Energy solutions for your business


    kenny@sstone.com.au


    CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors


    davidh@creinsurance.com.au


    WA Water Bores – WA’s premier water well drilling company


    James@wawaterbores.com.au


    Brooks Airways – Perth’s leading charter flight operators


    ops@brooksairways.com


    K-Drill – Safe, reliable, and productive surface RC drilling


    ryan@k-drill.com.au


    Buy Money of Mine MERCH

    (0:00:00)Introduction

    (0:01:13)How the tin market got to today

    (0:19:29)Myanmar + Indonesia's impact 

    (0:29:21)Supply fragility 

    (0:44:24)Hadley Natus on Money of Mine

    (0:47:54)The supply-demand balance

    (0:50:21)Understanding concentrate vs metal market

    (0:53:47)The role of refining capacity 

    (0:59:07)Thoughts on the Indonesia scandal 

    (1:05:30)Tin vs copper

    (1:12:23)Is there a Physical Tin Trust? Should there be?

    (1:16:33)Will there be a new Myanmar? 

    (1:18:08)Is Congolese supply at risk

    • 1 hr 22 min
    Saving Junior Mining (David Finch Interview)

    Saving Junior Mining (David Finch Interview)

    Our guest today is David Finch, CEO of Ixios Asset Management. David recently shared a much-publicised tweet on the rules that the junior mining industry should abide by to help lift the sector out of its malaise. The post naturally clicked for us and was worthy of expanding on in greater detail.

    Sign-up for the Director’s Special


    All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
     
    VRIFY – Communicate in 3D
    grant@vrify.com
     
    GetWet Solutions – Innovative bladder tanks for mobile water storage
    Matt.hall@getwetsolutions.com.au
     
    DSI Underground – Ground support gurus
    https://www.dsiunderground.com/contact
     
    Silverstone – Energy solutions for your business
    kenny@sstone.com.au
     
    CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
    davidh@creinsurance.com.au
     
    WA Water Bores – WA’s premier water well drilling company
    James@wawaterbores.com.au
     
    Brooks Airways – Perth’s leading charter flight operators
    ops@brooksairways.com
     
    K-Drill – Safe, reliable, and productive surface RC drilling 
    ryan@k-drill.com.au


    (0:00:00)David Finch on Money of Mine

    (0:07:03)Don't whine about naked short selling

    (0:08:59)Don't issue paper at a 30% discount + warrants

    (0:15:10)Don't issue yourself a big chunk of capital at 0.0001c

    (0:16:53)You know the company will need more capital at some stage 

    (0:19:19)Don't put eight of your best golfing buddies on the board

    (0:22:19)Don't jet round the world on the company dime

    (0:24:28)Don't fill your desk with macro bullshit

    (0:27:23)Don't have a slide comparing your company to others on market cap/oz

    (0:28:52)Don't use phrases like 'bonanza grade'

    (0:30:55)Spend at least 80% of the company's money advancing the project

    (0:33:41)Make sure your business plan is adjusted to produce regular news flow 

    (0:35:48)Don't use gold loans, pre-pays, convertibles or royalties in a pre-rev company

    (0:38:53)If there's bad news - be upfront 

    • 45 min
    We name & shame ASX co.’s

    We name & shame ASX co.’s

    It’s name & shame time! We call out those companies who were a bit too lax in there quarterly reporting.


    Then, a fascinating dive into manganese with Tony Gu of Datt Catipal, following the recent events at Groote Eylandt. 


    We then chat about the bit for Lithium Energy’s Solaroz, Northern Star’s Jundee performance, news out of Austral and a check-in on Wesfarmers Covalent Lithium.


    Sign-up for the Director’s Special


    All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services license and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.  MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.


    VRIFY – Communicate in 3D
    grant@vrify.com


    GetWet Solutions – Innovative bladder tanks for mobile water storage
    Matt.hall@getwetsolutions.com.au


    DSI Underground – Ground support gurus
    https://www.dsiunderground.com/contact


    Silverstone – Energy solutions for your business
    kenny@sstone.com.au


    CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
    davidh@creinsurance.com.au


    WA Water Bores – WA’s premier water well drilling company
    James@wawaterbores.com.au


    Brooks Airways – Perth’s leading charter flight operators
    ops@brooksairways.com


    K-Drill – Safe, reliable, and productive surface RC drilling 
    ryan@k-drill.com.au


    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

    (0:00:00)Introduction

    (0:01:14)It's name & shame time!

    (0:09:17)A manganese special with Tony Gu

    (0:39:12)LEL attract a bid for Solaroz

    (0:45:38)Is NST's Jundee declining?

    (0:47:30)Administrators called at Austral

    (0:49:01)Covalent Lithium ramping up

    • 51 min
    Copper contenders vs. pretenders

    Copper contenders vs. pretenders

    We spoke about IGO’s numbers, Sandfire’s hiccup, Azure’s FIRB approval, activism at Karoon, Ravensthorpe shutting down, Tietto’s board changing their mind, MAC’s CSA opaque reporting, Cyprium trying to turn around Nifty and Aeris’ copper torque.


    Sign-up for the Director’s Special


    All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
     
    VRIFY – Communicate in 3D
    grant@vrify.com
     
    GetWet Solutions – Bladder tanks for mobile water storage
    Matt.hall@getwetsolutions.com.au
     
    DSI Underground – Ground support gurus
    https://www.dsiunderground.com/contact
     
    Silverstone – Energy solutions for Mining
    kenny@sstone.com.au
     
    Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + more
    seamus@anytimees.com
     
    WA Water Bores – WA’s premier water well drilling company
    James@wawaterbores.com.au
     
    Brooks Airways – Perth’s leading flight operator
    ops@brooksairways.com
     
    K-Drill – Exploration Drilling legends 
    ryan@k-drill.com.au
     
    (0:00:00)Introduction

    (0:01:38)Did IGO improve?

    (0:07:15)Sandfire's paste problems

    (0:08:27)Ravensthorpe Nickel shutting down

    (0:10:26)Azure FIRB approval

    (0:11:48)Tietto's change of heart

    (0:15:07)Karoon activism

    (0:20:43)MAC's opaque reporting

    (0:32:08)Will Nifty work?

    (0:39:14)Aeris - Copper torque

    • 47 min

Customer Reviews

4.9 out of 5
10 Ratings

10 Ratings

Fly Navy Far East ,

Superb!

One of THE BEST podcast available for understanding the ASX listed resource market.., much thanks from 🇺🇸!

teddyfeld ,

Best mining podcast

Hooteroo mates!

Truthfor500 ,

Good for macro

Non-oz here, this is a great way to get an outside perspective on macro commodities.

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