This week, we hit the Fin’s Mining Summit and rubbedshoulders with the who’s who of Australia’s mining elite.

We decide to break down the big themes everyone’s debating — who’s really top dog in iron ore, which miners should do a copper deal, how to make Australia #1 in mining as well as plenty of cracking one-liners.

Plus, Adriatic Metals lit up the market after revealing talkswith Dundee Precious, so naturally, we ripped into who likely leaked it, why, and what will come next.

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TIMESTAMPS

(00:00) Introduction

(00:52) Hot Takes from the Mining Summit

(04:49) BHP vs FMG showdown

(06:32) John Welborn Jokes and g eopolitical risk

(10:47) Why the room stops when Jake Klein talks

(12:40) The case for M&A

(16:09) Are copper plays cheap?

(19:49) Lynas crack China with first heavy RE production

(22:14) How to make Australia #1

(28:31) Adriatic and Dundee Precious Metals deal talk

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DISCLAIMER

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In today’s episode, we invited on Dave Franklyn of Argonaut Funds Management.

We thoroughly enjoyed this conversation, which traversed many topics, including how to make sense of the macro environment, why Dave never compromises on stock quality, how he positions in times of uncertainty, the lessons he’s learnt along his investment journey and his thoughts on a host of individual stocks.

We hope you enjoy the chat.

Chapters:

(0:00:00) Introduction
(0:00:44) Dave Franklyn back on MoM
(0:01:25) The Trade War
(0:03:32) China's catch-22
(0:05:15) Australia precarious position
(0:08:00) Why gold
(0:09:34) Are tariff's paused… or gone
(0:11:20) Safety in cash
(0:16:10) Don't compromise on quality
(0:21:18) Jurisdictional risk
(0:24:35) Why NexGen
(0:26:43) Canada moving in a better direction?
(0:28:30) Greatland - Still cheap?
(0:33:20) What's going to happen to Bellevue
(0:36:20) The sweet spot for MAC
(0:38:25) Develop Mining Services
(0:40:01) Lessons on the Lassonde Curve
(0:45:05) Why no Sandfire?
(0:49:15) Value in rare earths
(11:39:26) Biggest mistake
(12:39:26) Best call

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Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of Mine.

Austmine and AusIMM Members enter code MOM at checkout for $190 off your registration.

Non-members enter code MOMNM at checkout for $160 off your registration.

Brisbane, 20 - 22 May, 2025

Thank you to our Partners:

Mineral Mining Services – Your preferred mining contractor

https://www.mineralminingservices.com.au/join-us/ - 1300 546 117

Grounded - Infrastructure for remote mining and civil projects Australia wide

Paul Natoli - pn@groundedgroup.com.au

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

http://www.rocktechnology.sandvik/groundsupport

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

davidh@creinsurance.com.au - +61 2 9493 6100

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

drew@k-drill.com.au - +61 416 015 876

KCA Site Services - Recruitment services, equipment hire, labour hire, civil works, underground projects & services and shutdown maintenance

admin@kcasiteservices.com.au – 1300 143 947

Black Diamond Drilling Services – Drilling consumables supplier for the open pit and underground mining industries

support@bddrill.com.au - +61 450 944 489

Cross Boundary Energy – Independent Power Producer for the global mining industry

tim.taylor@crossboundary.com - +61 466 184 943

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