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Money of Mine

Money of Mine

By: Mineral Media
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Where mining meets financial markets. We break down the news that matters to investors and industry, without the fluff. Hosted by Jonas Dorling and Travis Ricciardo.

Mineral Media Economics Personal Finance
Episodes
  • Buybacks, Cost Curves & Dingo’s Picks

    Buybacks, Cost Curves & Dingo’s Picks
    Aug 22 2025
    Daniel Dingo Harangozo of Nero Resource Fund is joins us on the mic as we review the big events of the week just gone.And there's no bigger news that China’s push toward “anti-involution” and what it means for commodity markets. From there, we cover the latest twists in Regis’ M&A hunt and Vault’s decision to buy back up to 10% of its shares.In Grade Control, we rank Peabody walking from Anglo’s coal deal, the ongoing drama at Resolution Copper, the rocket under rare earths, Kaili’s wild ride, and Endeavour’s strong views on hedging.On the deal-making front, we break down a wave of capitalraisings and Tianqi turning up the heat with JV-partner IGO.Finally, Dingo shares his picks from the juniors’ end – Black Canyon, Viridis and St Barbara.Stocks mentioned:RRL, VAU, BTU.NY, AAL.L, BHP, RIO, KLR, EDV.TO, LIN, ARU, WIA, MAU, IGO, BCA, VMM, SBMTIMESTAMPS (00:00) Introduction(04:24) The Nero investment style(05:47) Chinese Anti-Involution(11:01) Where Opportunities can be Found(14:21) Regis Rumours(20:46) Vault’s Buyback(25:26) Peabody Can Anglo Deal(34:10) Resolution Copper Controversy(36:16) US Mining Policy and Challenges(41:34) Rare Earths Surge(45:02) Endeavor Mining's Hedging Strategy(47:54) Sweet Deals: The Best of this Weeks Raisings(50:47) Miners Leave Australia(58:19) Tianqi Play Hardball with IGO(01:01:52) Hidden Gems and Junior Picks ……………Join 14k+ subscribers to the ⁠⁠⁠⁠Director’s Special⁠⁠⁠⁠: one daily email with all the news that matters in mining ……………PARTNERSThank you to the mining services businesses that make this content possible: · ⁠⁠⁠Axis Mineral Services⁠⁠⁠ – Crushing services for all requirements in mining, milling & civil applications | jason.orourke@axisminerals.com.au· ⁠⁠⁠⁠Sandvik Ground Support⁠⁠⁠⁠ – The only ground support you’ll ever need · ⁠⁠Africa Down Under⁠⁠ – Get your tickets for Australia’s premier African-focused conference, running from Sept 3 – 5 · ⁠⁠⁠Focus by Marketech⁠⁠⁠ – All your mining news and market needs in one powerful platform | ⁠⁠⁠10-day free trial⁠⁠⁠……………FOLLOW & CONNECT• YouTube: ⁠⁠⁠⁠@MoneyofMine⁠⁠⁠⁠• Twitter / X: ⁠⁠⁠⁠@moneyofminepod⁠⁠⁠⁠• ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ | ⁠⁠⁠⁠Instagram⁠⁠⁠⁠ | ⁠⁠⁠⁠Facebook⁠⁠⁠⁠• Travis Ricciardo: ⁠⁠⁠⁠@TRAVmoneyofmine⁠⁠⁠⁠⁠• Jonas Dorling: ⁠⁠⁠⁠@JDmoneyofmine⁠⁠⁠⁠⁠• Email us Word on the Decline: gc@moneyofmine.com……………JOIN THE GROUP CHAT• Step 1: Join the ⁠⁠⁠⁠MoneyMiners Facebook Group⁠⁠⁠⁠• Step 2: Request access to the ⁠⁠⁠⁠HOOTEROO chat⁠⁠⁠⁠……………DISCLAIMERAll information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our ⁠⁠⁠⁠full disclaimer⁠⁠⁠⁠.
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    1 hr and 10 mins
  • Lithium’s True Inflection Point (YJ Lee)

    Lithium’s True Inflection Point (YJ Lee)
    Aug 19 2025

    With so much unfolding in China across the battery metalsspace, we sat down with YJ Lee at the perfect time.

    YJ runs a fund focused on the energy transition and bringsdeep expertise in both metals and battery markets. In this conversation, we dig into China’s policy pivot toward anti-involution and its knock-on effects for lithium and EVs. From there we dive deep into lithium itself – covering the demand and supply outlook, the surge in BESS, why inventories are often misunderstood, and plenty more.

    Follow YJ on Twitter: @usuallyYJLee

    Recorded 19 August 2025.


    TIMESTAMPS


    (00:00) Introduction

    (02:06) China's Anti-Evolution Policy Impact on Lithium Markets

    (04:40) China's Competitive Market Dynamics

    (14:20) Licensing in China's Lithium Industry

    (20:00) The Growing Demand for EVs

    (24:14) Astounding Growth in BESS

    (25:17) China's Commercial Battery Economics

    (27:37) Solar and Battery Integration

    (28:33) LFP Dominance

    (29:25) CATL and Sodium-Ion Batteries

    (31:36) Lithium Market Dynamics

    (40:06) Global EV Adoption Trends

    (42:51) Overrated or Underrated: Quick Fire Segment

    (45:40) Closing Remarks and Reflections


    ……………

    Join 14k+ subscribers to the ⁠⁠⁠Director’s Special⁠⁠⁠: one daily email with all the news that matters in mining

    ……………


    PARTNERS

    Thank you to the mining services businesses that make this content possible:


    · ⁠⁠Axis Mineral Services⁠⁠ – Crushing services for all requirements in mining, milling & civil applications | jason.orourke@axisminerals.com.au


    · ⁠⁠⁠Sandvik Ground Support⁠⁠⁠ – The only ground support you’ll ever need

    · ⁠Africa Down Under⁠ – Get your tickets for Australia’s premier African-focused conference, running from Sept 3 – 5

    · ⁠⁠Focus by Marketech⁠⁠ – All your mining news and market needs in one powerful platform | ⁠⁠10-day free trial⁠⁠


    ……………


    FOLLOW & CONNECT

    • YouTube: ⁠⁠⁠@MoneyofMine⁠⁠⁠

    • Twitter / X: ⁠⁠⁠@moneyofminepod⁠⁠⁠

    • ⁠⁠⁠LinkedIn⁠⁠⁠ | ⁠⁠⁠Instagram⁠⁠⁠ | ⁠⁠⁠Facebook⁠⁠⁠

    • Travis Ricciardo: ⁠⁠⁠@TRAVmoneyofmine⁠⁠⁠⁠

    • Jonas Dorling: ⁠⁠⁠@JDmoneyofmine⁠⁠⁠⁠

    • Email us Word on the Decline: gc@moneyofmine.com

    ……………


    JOIN THE GROUP CHAT

    • Step 1: Join the ⁠⁠⁠MoneyMiners Facebook Group⁠⁠⁠

    • Step 2: Request access to the ⁠⁠⁠HOOTEROO chat⁠⁠⁠


    ……………


    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.
    Show More Show Less
    47 mins
  • Lithium Mayhem and Mozal Woes (Sam Berridge)

    Lithium Mayhem and Mozal Woes (Sam Berridge)
    Aug 15 2025
    We’ve got a new style of show that we’re pumped to share.The weekly wrap covering all the big stories in detail plus plenty highlights. We’ve got analysis, ratings and hot takes. And we're joined by Sam Berridge, Portfolio Manager of the Perennial Natural Resources Trust.Today’s show gets into the lithium melt-up, South32’s Mozalheadache, the cracking Hudbay-Mitsubishi deal as well as touching on Greatland, Stausholm’s farewell tour, the SYA-PLL deal struggle, Australia's Nyrstar rescue, Barrick’s Reko Diq financing & Energy Transition MineralsStocks: LTR, MIN, IGO, PLS, S32, HBM.TSE, GGP, RIO, SYA,PLL, B.NYSE, ETM, LZM.NYSE, SMI, BNZ, WTM, CTM, WA1, FAL, AAL.LSE, BTU.NYSE……………TIMESTAMPS (00:00) Introduction and New Show Format(01:28) We’ll be at Africa Down Under(03:01) Lithium Market Mayhem(09:05) Government investing in Liontown(14:52) South 32 and Mozal’s Power Woes(23:52) Mitsubishi’s Hudbay deal(32:30) Grade Control: Greatland Guidance(34:18) Jakob Stausholm’s Farewell Tour(36:30) Energy Policy(38:17) Piedmont Shareholder Vote Turnout(40:22) Australia's Nyrstar Bailout(43:59) Barrick's Pursuit of Reko Diq Debt(47:43) 60 Minutes Pumping Microcaps…(48:58) Sweet Deal or Sour Deal: Capital Raises, Lifezone and Peabody-Anglo(58:32) Big Brain, Small Brain: Smart and Dumb Moves……………Join 14k+ subscribers to the ⁠⁠Director’s Special⁠⁠:one daily email with all the news that matters in mining ……………PARTNERSThank you to the mining services businesses that make this content possible: · ⁠Axis Mineral Services⁠ – Crushing services for all requirements in mining, milling & civil applications | jason.orourke@axisminerals.com.au· ⁠⁠Sandvik Ground Support⁠⁠ – The only ground support you’ll ever need · Africa Down Under – Get your tickets for Australia’s premier African-focused conference, running from Sept 3 – 5 · ⁠Focus by Marketech⁠ – All your mining news and market needs in one powerful platform | ⁠10-day free trial⁠……………FOLLOW & CONNECT• YouTube: ⁠⁠@MoneyofMine⁠⁠• Twitter / X: ⁠⁠@moneyofminepod⁠⁠• ⁠⁠LinkedIn⁠⁠ | ⁠⁠Instagram⁠⁠ | ⁠⁠Facebook⁠⁠• Travis Ricciardo: ⁠⁠@TRAVmoneyofmine⁠⁠⁠• Jonas Dorling: ⁠⁠@JDmoneyofmine⁠⁠⁠• Email us Word on the Decline: gc@moneyofmine.com……………JOIN THE GROUP CHAT• Step 1: Join the ⁠⁠MoneyMiners Facebook Group⁠⁠• Step 2: Request access to the ⁠⁠HOOTEROO chat⁠⁠……………DISCLAIMERAll information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our ⁠⁠full disclaimer⁠⁠.
    Show More Show Less
    1 hr and 5 mins
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