Money of Mine

428 Episodes

1. Mining Heavyweight Mark Cutifani Weighs in on Capex Blowouts, Cost Curves & How Miners Can Re-Rate!

   Published: 11/2/2023
2. We Give the Mic to an AVZ Shareholder + Kingsley Jones at IMARC Day 1

   Published: 11/1/2023
3. How The Wave of Consolidation Play Out with Anthony Kavanagh of Chester Asset Management (Part 2)

   Published: 10/31/2023
4. Making Sense of the Macro & Commodity Bull Market Thesis with Anthony Kavanagh of Chester (Part 1)

   Published: 10/30/2023
5. All you need to know from this weeks quarterly reports!

   Published: 10/27/2023
6. Andover your AZS shares at $3.52!

   Published: 10/26/2023
7. Todd Malan debunks the “Alphabet Soup” of US Policy and the Giant Impact on Mining Investment

   Published: 10/25/2023
8. We Recap Today’s Quarterlies So You Don’t Have To!

   Published: 10/24/2023
9. Azure Takeover!? Wildcat’s Stonking Hit and Develop’s Done Deal

   Published: 10/23/2023
10. Avoiding Red Flags and Timing the Entry with Rick Squire & Karina Bader of Acorn Capital

    Published: 10/20/2023
11. Rusty Delroy on the Enormous Implications of “Business as Usual” for Miners (Part 2)

    Published: 10/19/2023
12. Deals Deals Deals! Whitehaven’s Wins BHP’s Mines and LPI gets scooped up by Codelco

    Published: 10/18/2023
13. Liontown in Limbo as Albemarle Walks, Genesis Wraps up Dacian

    Published: 10/17/2023
14. Rusty Returns: Why Now Is Time To Seriously Discuss Price Bifurcation (Part 1)

    Published: 10/16/2023
15. Tribeca’s Guy Keller on Why He Is So Bullish Uranium Miners

    Published: 10/13/2023
16. Will Gina Kill the Liontown Bid? + The “Value Trap” With NEGATIVE $100m EV?

    Published: 10/12/2023
17. The Top-Down Filtering Process for Picking Stocks with Resource Fund Manager Dave Franklyn

    Published: 10/11/2023
18. Azure’s up-and-down couple of days, while Bellevue hits crunch time

    Published: 10/10/2023
19. Multi-Billion Dollar Capex, 4000m Elevation, No Power … and still Attractive? Explaining Filo Mining

    Published: 10/9/2023
20. World’s First Podcast in a Pit

    Published: 10/7/2023