Repeat Guest: Vas Piperoglu on Muddy Miners

Today’s episode is a discussion with a Money of Mine favourite and a true value investor, Vas Piperoglou. The conversation ranged from the extended valuations in global markets, the implications of heightened Western inflation, the ongoing ramifications of the US’ seizure of Russia assets, the opportunity in gold stocks, the consequences of Australia’s energy policies and much more. We hope you enjoy this one as much as we did. Sign-up for the Director’s Special Please read our P...

Finding Value in a World of Excess with Vas Piperoglou

Money of Mine

Collins Street Asset Management Discusses Gold Juniors, Market Valuations, and Passive Investing

Margin of Safety Conundrum: Active vs Passive Investing in Australia's Market

Boutique Value Investing: A Long-Term Perspective

Market Bifurcation: AI Overvalued, Oil Undervalued, Asia Rising

Protect Downside, Maximize Upside with CRE Insurance for CRE Investments

Opportunities in Small-Cap Precious Metals, Industrial Stocks Amid Low Liquidity

Historical Hiatus in Small Industrial Stocks: Opportunity Awaits

Higher Interest Rates for Longer: Implications for Australia and US Deficits

Uncertainty over Four-Year Policy Impact and Shift in US Dollar's Global Role

US Deficits, Geopolitics, and Gold: A Fascinating Setup for Investors

Gold Bull Market Progression and Signs of Top

Colin Street: Early In, Early Out, Yet Profitable Exit

DCF, MPV Analysis and M&A Trends in Mining Sector

Underexplored Decade Leads to M&A in Mining Sector

M&A Ramping Up in Script-Based Market, Gold Supply Under Exploration for Replacement

Decreasing Gold Reserves: Why Aren't They Being Replaced?

Gold Miners Focus on Production, Overlook Explorers

Concerns Over Post-Investment Legislation Changes Affecting Foreign Capital

Offshore Oil Services Sector: Cheap Stocks Amid Oil Price Stability?

Time and Consolidation to Drive Offshore Drilling Rig Rates

Investing in Unloved Geographies: Finding Buffett-Type A1 Companies

Adapting Investment Strategies and Australian Governance Standards

Assessment of Australia's Governance and Media Influence

Daily News, Podcasts, Fund Manager Reports, and Buffett Books Reviewed

Great Chat with VAS: AusIMM, GRX Ticket Discounts & Mining Companies

There has hardly been news in the mining world that’s left us as stunned as Tether (yes, the crypto company) buying a huge stake in royalty group, Elemental. We had to unpack it.

On the other end of the spectrum, a struggling coal minerCoronado has had all sorts of financiers and competitors circling, as its stock plummets. We ask the question, what does the future hold for shareholders?

.……………

TIMESTAMPS

(00:00) Introduction

(02:35) A better business than Franco

(04:24) Why is Tether doing a royalty deal

(09:06) Tether Gold

(18:15) Why Coronado is caught our eye

(23:00) Who could save CRN

(36:00) Virtual AGM’s – Yes/No?

……………

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PARTNERS

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

⁠⁠⁠⁠⁠⁠⁠Mineral Mining Services⁠⁠⁠⁠⁠⁠⁠ – Your preferred mining contractor - 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 

⁠⁠⁠⁠⁠⁠⁠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 | Ryan O'Sullivan: ryan@k-drill.com.au +61 427 783 190 

 ⁠⁠⁠⁠⁠⁠⁠Cross Boundary Energy⁠⁠⁠⁠⁠⁠⁠ – Independent power producer for the global mining industry | tim.taylor@crossboundary.com +61 466 184 943 

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FOLLOW & CONNECT

• YouTube: ⁠⁠⁠⁠⁠⁠⁠@MoneyofMine⁠⁠⁠⁠⁠⁠⁠

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• Jonas Dorling: ⁠⁠⁠⁠⁠⁠⁠@JDmoneyofmine⁠⁠⁠⁠⁠⁠⁠⁠

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

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JOIN THE GROUP CHAT

• Step 1: Join the ⁠⁠⁠⁠⁠⁠⁠Money Miners 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.

Why Tether’s Gold Mining Royalty Play is a Massive Deal

<p>Where mining meets financial markets. We break down the news that matters to investors and industry, without the fluff.</p>

How does a shell company turn into Australia’s biggest goldminer, capped at nearly $30 billion? 

In this episode, we unpack the fascinating story of NorthernStar — from 2c a share to over $20, securing world-class assets across multiple continents, including the Australia’s greatest gold mine, the Super Pit.

We trace the company’s journey, get in the weeds on their M&A approach, and highlight the characters who shaped it — with a focus on the early days at Paulsens, the deal that set Northern Star on its path, and culminating with the coronation of the “King of Kalgoorlie.”

.……………

TIMESTAMPS

(00:00) Introduction 

(04:05) Paulsens 

(30:10) Plutonic 

(34:11) East Kundana & Kanowna Belle 

(42:57) Jundee 

(57:18) South Kalgoorlie 

(58:50) Pogo 

(1:10:48) Echo 

(1:13:15) Super-Pit 

(1:19:18) Saracen

(1:25:27) Learnings 

(1:36:59) Shout out 

……………

Join 12k+ 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: 

⁠⁠⁠⁠⁠⁠Mineral Mining Services⁠⁠⁠⁠⁠⁠ – Your preferred mining contractor - 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 

⁠⁠⁠⁠⁠⁠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 | Ryan O'Sullivan: ryan@k-drill.com.au +61 427 783 190 

 ⁠⁠⁠⁠⁠⁠Cross Boundary Energy⁠⁠⁠⁠⁠⁠ – Independent power producer for the global mining industry | tim.taylor@crossboundary.com +61 466 184 943 

……………

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 ⁠⁠⁠⁠⁠⁠Money Miners 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.

How Northern Star Became Australia's Biggest Gold Miner

Today we’re sharing our conversation with Taylor McKenna of Kopernik Global Investors.

We’ve long wanted to chat with Kopernik, given their strongvalue investing orientation, the fantastic research papers they’ve shared and their eclectic portfolio. 

And our conversation didn’t disappoint. Taylor shared theKopernik philosophy, before expanding on why they like platinum group metals, gold and lithium, as well as thoughts on copper and uranium equities, amongst manytopics.

This interview was recorded on 30 May 2025.……………

TIMESTAMPS

(00:00) Preview

(01:00) Introduction

(03:35) Kopernik's Investment Strategy

(05:04) Understanding Cyclical Markets

(06:16) Valuation Metrics in Mining

(08:06) Platinum and Palladium Market

(11:16) Navigating Geopolitics

(17:30) Impala vs Zimplats

(20:58) Gold as a Long-Term Investment

(26:12) Opportunities in Gold Mining

(27:49) Newmont's Strategic Moves

(31:18) Investment Strategies in Small Companies

(39:34) Uranium Market

(41:30) Lithium Market

(48:08) Navigating Political Risks in Mining

……………

Join 12k+ 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: 

⁠⁠⁠⁠⁠Mineral Mining Services⁠⁠⁠⁠⁠ – Your preferred mining contractor - 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 

⁠⁠⁠⁠⁠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 | Ryan O'Sullivan: ryan@k-drill.com.au +61 427 783 190 

 ⁠⁠⁠⁠⁠Cross Boundary Energy⁠⁠⁠⁠⁠ – Independent power producer for the global mining industry | tim.taylor@crossboundary.com +61 466 184 943 

……………

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 ⁠⁠⁠⁠⁠Money Miners 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.

The Art of Commodity Investing (Taylor McKenna of Kopernik)

For today’s show we welcome back the Koala.

It’s been a busy period of big announcements on the global mining stage, with Rio’s CEO announcing his resignation, Glencore seemingly prepping for a deal, Harmony Gold bidding for MAC, Adriatic and Dundee appearing on the cusp of a deal, Alphamin outshining Metals X and NexGen highlighting the prospectivity of the Athabasca Basin. 

Who better to pick this all apart with?

Find the Koala on Twitter here: https://x.com/YellowLabLife

……………

TIMESTAMPS

(00:00) Introduction

(01:37) Rio-Glen: Back on?

(03:18) Why Jakob left

(13:20) Is Glencore Desperate?

(20:34) Will GLEN’s weak stock stop a deal

(24:58) The appeal of NexGen

(32:04) Will Harmony have an interloper for MAC

(34:44) The clock ticks for Adriatic - Dundee

(37:11) Alphamin vs Metals X 

……………

Join 12k+ 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: 

⁠⁠⁠⁠Mineral Mining Services⁠⁠⁠⁠ – Your preferred mining contractor - 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 

⁠⁠⁠⁠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 | Ryan O'Sullivan: ryan@k-drill.com.au +61 427 783 190 

⁠⁠⁠⁠KCA Site Services⁠⁠⁠ – Workforce and equipment solutions for mining and civil projects | admin@kcasiteservices.com.au 1300 143 947 

 ⁠⁠⁠⁠Black Diamond Drilling Services⁠⁠⁠⁠ – Drilling consumables supplier for the mining industry 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 

……………

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 ⁠⁠⁠⁠Money Miners 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.

Why Mega Deal "GlenTinto" is On (with Koala)

On the show today we’re joined by Neil Ringdahl to pick apart the challenges at Ivanhoe’s Kamoa-Kakula.

Neil technical background made him the perfect person to walk us through the news that shook Ivanhoe. The seismic events & flooding that’ve disrupted Africa’s biggest copper mine has put an already jumpy copper market on edge, providing plenty of talking points.

In addition, the Koala jumped on with us to share perspectives on why this led to such a volatile 25%+ drop, and what could happen from here.

Neil Ringdahl's Twitter: https://x.com/neilringdahl……………

TIMESTAMPS

(00:00) Introduction

(03:26) Neil Ringdahl on MoM

(05:23) Understanding the KK challenges

(23:10) What next for Ivanhoe

(33:30) Dearth of talent attracted to mining

(42:05) Koala on MoM

……………

Join 12k+ 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: 

⁠⁠⁠Mineral Mining Services⁠⁠⁠ – Your preferred mining contractor - 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 

⁠⁠⁠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 | Ryan O'Sullivan: ryan@k-drill.com.au +61 427 783 190 

⁠⁠⁠KCA Site Services⁠⁠ – Workforce and equipment solutions for mining and civil projects | admin@kcasiteservices.com.au 1300 143 947 

 ⁠⁠⁠Black Diamond Drilling Services⁠⁠⁠ – Drilling consumables supplier for the mining industry 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 

……………

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 ⁠⁠⁠Money Miners 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.

What's Gone Wrong at Ivanhoe? (with Mining Engineer Neil Ringdahl)

Today’s show covered it all, from a deep dive into WA gold to what it takes to turn a company into an institutional-grade powerhouse. 

From the Genesis deal to snap up Focus Minerals’ Laverton project, to the growth plans, we picked it apart. 

Plus, what’s brewing at Sunrise Dam, Regis Resources, and Magnetic Resources?

And where does a potential Genesis-Vault merger fit into the picture?

……………

TIMESTAMPS 

(00:00) Introduction

(00:41) Unpacking Genesis' Deal

(03:50) “4Moz” – Should we be Sceptical? 

(08:41) An Unsubstantiated Rumour

(13:54) When will Magnetic get bought?

(17:08) Is Sunrise Dam for sale?

(21:39) Will the tie-up with Vault happen next?

(25:35) What's next for Regis?

(26:59) Focus Minerals – Undervalued?

(29:48) The Art of Genesis' Institutional Appeal

……………

Join 12k+ 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: 

⁠⁠Mineral Mining Services⁠⁠ – Your preferred mining contractor - 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 

⁠⁠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 | Ryan O'Sullivan: ryan@k-drill.com.au +61 427 783 190 

⁠⁠KCA Site Services⁠ – Workforce and equipment solutions for mining and civil projects | admin@kcasiteservices.com.au 1300 143 947 

 ⁠⁠Black Diamond Drilling Services⁠⁠ – Drilling consumables supplier for the mining industry 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 

……………

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 ⁠⁠Money Miners 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.

The Secret Masterplan of ASX’s Most Loved Miner?

Finding Value in a World of Excess with Vas Piperoglou

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