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