Money of Mine

428 Episodes

1. Joe Lowry on all thing’s lithium (ex-hard rock)! (Part 1)

   Published: 11/30/2023
2. Shareholder activism, incentive misalignment & how commodity investing has changed with the Koala

   Published: 11/29/2023
3. The Koala on why Lithium is Iron Ore 20 years ago, how Mining M&A has evolved & overhyped Mining disruptions

   Published: 11/28/2023
4. African Gold M&A is all GO!

   Published: 11/27/2023
5. Inside the AVZ Shareholder Vote

   Published: 11/24/2023
6. OreCorp’s kicker, AGM tricks & the bizarre story behind a WA Lithium hopeful

   Published: 11/23/2023
7. Copper miners spending up for production + an OreCorp shareholder revolt?

   Published: 11/22/2023
8. What Could Go Wrong at Liontown + Khoemacau sells for US$2b

   Published: 11/21/2023
9. Capital raisings, lithium deals and an AGM highlight

   Published: 11/20/2023
10. Underrated mining businesses, physical uranium or equities & the commodities to be in with Sam Berridge (part 2)

    Published: 11/17/2023
11. Sam Berridge on the state of the market, China’s retreating influence & the energy setup (Part 1)

    Published: 11/16/2023
12. Glencore buys Teck’s met coal assets while Atlantic Lithium bounces takeover

    Published: 11/15/2023
13. More Azure Suitors? + Who’s getting the better deal: Allkem or Livent

    Published: 11/14/2023
14. Delta Rattling the Tin for $70m + Why First Quantum’s Stock has Halved

    Published: 11/13/2023
15. NexGen receives local Environmental Approvals while Pantoro is handed a Lifeline

    Published: 11/10/2023
16. WIIILDCAT Rattles the Tin and Sayona’s “Strategic Review” Déjà vu?

    Published: 11/9/2023
17. Is Activism Brewing at Delta Lithium? New Heights for WA1 & Private Equity Turns to PNG Lime!?

    Published: 11/8/2023
18. Is Albemarle Bluffing? Chalice Changes, Quarterly Name & Shame

    Published: 11/7/2023
19. Why is MinRes Buying AZS to $4? Strickland and Wildcat’s Drillbit Success

    Published: 11/6/2023
20. When Will the Copper Shortage We All Hear About Happen? With Ben Hooper

    Published: 11/3/2023