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

We start the week with a bit of shareholder activism, as Datt Capital launched a 249D to make some board changes at gold exploration bolter Koonenberry. Our second story for the day is a gold Merger of Equals, with Alkane and Canadian listed Mandalay Resources tying the knot, to create a $1B gold producer. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively v...

Datt Capital get vocal over Koonenberry incentives

<p>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.&nbsp;</p>

Given all that’s transpired in markets lately, we felt overdue a discussion Perennial Value Management’s Sam Berridge. As always, Sam shared his thorough and nuanced perspectives on a range of topics, starting with the macro environment and the implications for gold, the disparity between bullion and equities, learnings on management incentives, hedging risk in a volatile market and what other commodities are appealing to him, amongst many more subjects. Sign-up for the Director’s Special...

Unpacking the Ramifications of the Gold Pain Trade with Sam Berridge

Why this ‘Big Short’ billionaire bought a gold mine? Also, are Liontown slowly making it work? Along with Paladin’s rebound on quarterly pounds and Albanese’s announcement of a strategic minerals reserve. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here 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 registratio...

Why this ‘Big Short’ billionaire bought a gold mine

With gold rocketing, we start the show by running through interesting undeveloped Aussie gold projects flying under the radar. Next we move to MP Materials, which has been caught in the cross hairs of the trade war, followed by an ‘around the grounds’ chat of all the big news from the past couple days, including, Bellevue, WA1, Gorilla Gold, CZR, Strickland, Santana, Deep Yellow &amp; De Grey. Sign-up for the Director’s Special Please read our Privacy Policy and Discla...

Who’ll benefit most from gold mania?

Sam Broom, Investment Executive at Sprott, returns after his XMAS 2024 cameo. Sam loves looking at which sectors have been punished for a long time, anticipating when they are going to re-emerge. We talked precious metals (gold booming vs platinum struggling), Vanadium, Royalties and Mining in America. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discounted tickets available for Global Resources Innovation Expo (GRX) exclusively via Money of...

Some precious metals booming, some in the doldrums (Sam Broom from Sprott)

It had been far too long, so for this special episode, we invited back Joe “Mr Lithium” Lowry. We discussed Joe’s fantastic recent write-up on the evolution and geopolitical strategy at play in the lithium sector, what the West can do going forward, the winners from recent M&amp;A, the lithium markets sentiment, and finally, in a turning of the tables, Joe fires a few questions at us. Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Discoun...

An unfiltered conversation with Mr Lithium

Finding Value in a World of Excess with Vas Piperoglou

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