Money of Mine

Podcast autorstwa Mineral Media

428 Odcinki

Mining Heavyweight Mark Cutifani Weighs in on Capex Blowouts, Cost Curves & How Miners Can Re-Rate!
Opublikowany: 2.11.2023
We Give the Mic to an AVZ Shareholder + Kingsley Jones at IMARC Day 1
Opublikowany: 1.11.2023
How The Wave of Consolidation Play Out with Anthony Kavanagh of Chester Asset Management (Part 2)
Opublikowany: 31.10.2023
Making Sense of the Macro & Commodity Bull Market Thesis with Anthony Kavanagh of Chester (Part 1)
Opublikowany: 30.10.2023
All you need to know from this weeks quarterly reports!
Opublikowany: 27.10.2023
Andover your AZS shares at $3.52!
Opublikowany: 26.10.2023
Todd Malan debunks the “Alphabet Soup” of US Policy and the Giant Impact on Mining Investment
Opublikowany: 25.10.2023
We Recap Today’s Quarterlies So You Don’t Have To!
Opublikowany: 24.10.2023
Azure Takeover!? Wildcat’s Stonking Hit and Develop’s Done Deal
Opublikowany: 23.10.2023
Avoiding Red Flags and Timing the Entry with Rick Squire & Karina Bader of Acorn Capital
Opublikowany: 20.10.2023
Rusty Delroy on the Enormous Implications of “Business as Usual” for Miners (Part 2)
Opublikowany: 19.10.2023
Deals Deals Deals! Whitehaven’s Wins BHP’s Mines and LPI gets scooped up by Codelco
Opublikowany: 18.10.2023
Liontown in Limbo as Albemarle Walks, Genesis Wraps up Dacian
Opublikowany: 17.10.2023
Rusty Returns: Why Now Is Time To Seriously Discuss Price Bifurcation (Part 1)
Opublikowany: 16.10.2023
Tribeca’s Guy Keller on Why He Is So Bullish Uranium Miners
Opublikowany: 13.10.2023
Will Gina Kill the Liontown Bid? + The “Value Trap” With NEGATIVE $100m EV?
Opublikowany: 12.10.2023
The Top-Down Filtering Process for Picking Stocks with Resource Fund Manager Dave Franklyn
Opublikowany: 11.10.2023
Azure’s up-and-down couple of days, while Bellevue hits crunch time
Opublikowany: 10.10.2023
Multi-Billion Dollar Capex, 4000m Elevation, No Power … and still Attractive? Explaining Filo Mining
Opublikowany: 9.10.2023
World’s First Podcast in a Pit
Opublikowany: 7.10.2023

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An ex-underground miner, a couple of ex-investment bankers, and an ex-equity research guy breaking down the mining news that matters in markets. It's a bit of entertainment, information, and occasionally some alpha.

428 Odcinki

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

We Give the Mic to an AVZ Shareholder + Kingsley Jones at IMARC Day 1

How The Wave of Consolidation Play Out with Anthony Kavanagh of Chester Asset Management (Part 2)

Making Sense of the Macro & Commodity Bull Market Thesis with Anthony Kavanagh of Chester (Part 1)

All you need to know from this weeks quarterly reports!

Andover your AZS shares at $3.52!

Todd Malan debunks the “Alphabet Soup” of US Policy and the Giant Impact on Mining Investment

We Recap Today’s Quarterlies So You Don’t Have To!

Azure Takeover!? Wildcat’s Stonking Hit and Develop’s Done Deal

Avoiding Red Flags and Timing the Entry with Rick Squire & Karina Bader of Acorn Capital

Rusty Delroy on the Enormous Implications of “Business as Usual” for Miners (Part 2)

Deals Deals Deals! Whitehaven’s Wins BHP’s Mines and LPI gets scooped up by Codelco

Liontown in Limbo as Albemarle Walks, Genesis Wraps up Dacian

Rusty Returns: Why Now Is Time To Seriously Discuss Price Bifurcation (Part 1)

Tribeca’s Guy Keller on Why He Is So Bullish Uranium Miners

Will Gina Kill the Liontown Bid? + The “Value Trap” With NEGATIVE $100m EV?

The Top-Down Filtering Process for Picking Stocks with Resource Fund Manager Dave Franklyn

Azure’s up-and-down couple of days, while Bellevue hits crunch time

Multi-Billion Dollar Capex, 4000m Elevation, No Power … and still Attractive? Explaining Filo Mining

World’s First Podcast in a Pit