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B2B Agility with Greg Kihlström™: MarTech, E-Commerce, & Customer Success


1 #52: Navigating the effect of AI on marketing jobs and the job market with Sue Keith, Landrum Talent Solutions 19:09
This episode is brought to you by Landrum Talent Solutions, a national recruiting firm specializing in marketing and HR positions. Our guest today has been keeping us up to date with the current state of hiring for marketers on a quarterly basis, which has taken us on quite a roller coaster ride. Today we’re going to look at how marketing and communication execs are responding to the latest developments in the world while still needing to get their work done. To take a look at the latest here, I’d like to welcome back to the show Sue Keith, Corporate Vice President at Landrum Talent Solutions. About Sue Keith Sue Keith is Corporate Vice President at Landrum Talent Solutions. With deep expertise in navigating complex labor markets, Sue has a front-row seat to the evolving dynamics of marketing roles, hiring trends, and the broader implications of AI and economic uncertainty. RESOURCES Landrum Talent Solutions: https://www.landrumtalentsolutions.com Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brands Online Scrum Master Summit is happening June 17-19. This 3-day virtual event is open for registration. Visit www.osms25.com and get a 25% discount off Premium All-Access Passes with the code osms25agilebrand Don't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com…
Money of Mine
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Inhalt bereitgestellt von Mineral Media. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Mineral Media oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
Where mining meets financial markets. We break down the news that matters to investors and industry, without the fluff.
475 Episoden
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Manage series 3359702
Inhalt bereitgestellt von Mineral Media. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Mineral Media oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
Where mining meets financial markets. We break down the news that matters to investors and industry, without the fluff.
475 Episoden
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Money of Mine

1 Finding Alpha Where Others Fold with Muddy Waters’ Darren McLean 1:35:09
1:35:09
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Today’s episode is a conversation that completely drew us in— with Canadian resource fund manager Darren McLean. Darren is a thoughtful and passionate investor, focused onfinding unloved and overlooked stocks. He follows companies from drilling right through to construction and execution, with a particular interest insingle-asset plays. In this wide-ranging chat, we cover some great stories —from investing in Champion Iron, GT Gold and Filo — to why mining offers such aunique opportunity set, and Darren’s own ambition to one day build a mine. Enjoy the chat! This interview was recorded on 22.7.25. …………… TIMESTAMPS (00:00) Introduction to Darren McLean and Muddy Waters (01:43) Darren's Journey into Mining Investments (03:38) Understanding the Mining Sector (06:26) Investment Strategies and Success Stories (10:00) Challenges and Opportunities in Mining Investments (13:32) The Role of Follower Capital (19:56) Case Studies: Champion Iron and GT Gold (30:52) The Filo Mining Success Story (48:09) Investment Philosophy and Final Thoughts (49:10) The Reality of Investing in High-Risk Sectors (50:03) Market Perception vs. Personal Insight (53:01) Challenges and Strategies in Short Selling (54:05) Case Study: Short Selling (01:01:36) The Ambition to Run a Mining Company (01:04:45) The Importance of Simple and Elegant Projects (01:19:59) The Value of Building a Strong Technical Team (01:26:39) The Unique Opportunities in Gold Investing (01:34:06) Conclusion and Final Thoughts …………… 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 thiscontent possible: · Grounded - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: pn@groundedgroup.com.au · Sandvik Ground Support – The only ground supportyou’ll ever need · CrossBoundary 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 andentertainment purposes only and is of general nature only. Please ensure you read our full disclaimer .…
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1 The 9 Red Flags in Exploration Investing (Roland Gotthard) 1:08:05
1:08:05
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There’s plenty of alpha to be made — and money to be saved — by learning from a sceptical geologist. So we interviewed one. Roland Gotthard has built a reputation for calling out poordisclosure practices, guiding investors on what to watch for, and recognising when companies get it right. In this episode, Roland shares the lessons he’s learned fromyears of scrutinising company reporting and navigating the grey areas of themining market. .…………… TIMESTAMPS 00:00 Introduction 00:46 Why JORCWTF? 02:25 The geologist skillset 08:20 The internal pressure of being a geo 12:40 Influences on bad disclosure 17:50 The small cap dilemma 21:34 The directors special 27:33 More red flags 31:26 Nuances to the directors special 39:04 Why maps 41:25 Metallurgy red flags 51:00 What to infer from Geotech work 54:36 Yellow flags 1:02:58 Never reported drilling 1:03:33 Being an outsider 1:04:50 Why continue JORCWTF …………… 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 thiscontent possible: · Grounded - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: pn@groundedgroup.com.au · Sandvik Ground Support – The only ground supportyou’ll ever need · 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 andentertainment purposes only and is of general nature only. Please ensure you read our full disclaimer .…
Recent wild volatility in markets has led us to reflect ongold, so we thought why not chat with the man who’s spent more time than most thinking about the precious metal… Dirk Baur. Dirk was kind enough to share his wisdom from his decades of observing and analysing gold, as well as a host of other metals. We learn how gold & gold equities perform in crisistimes, whether silver really is a safe haven, if we should consider PGMs as precious metals, the likelihood of bitcoin disrupting the gold bull market, why the GDX is not what it seems plus plenty more. Enjoy the chat! …………… TIMESTAMPS 00:00 Introduction 02:20 Is gold undervalued? 04:45 Safe haven vs hedge 09:55 Gold being trusted 12:25 Gold equities vs gold 15:58 Where does silver go from here? 19:50 Are the studies too short-dated 25:23 Negative return asymmetry in commodities 29:41 Unbacked gold claims 31:07 Have ETFs distorted gold 33:27 Gold ETF vs individual stocks 37:10 Central banks pushing gold 40:01 The gold standard 41:47 Green gold 47:15 Stablecoins 48:43 Tether in gold 49:59 Gold predictions …………… 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 thiscontent possible: · Grounded - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: pn@groundedgroup.com.au · Sandvik Ground Support – The only ground supportyou’ll ever need · 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 andentertainment purposes only and is of general nature only. Please ensure you read our full disclaimer .…
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1 An Unfiltered Chat with Wyloo (Luca Giacovazzi + Joel Turco) 1:49:45
1:49:45
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We’re sharing a chat today that we immensely enjoyedrecording. Luca Giacovazzi and Joel Turco, who lead Andrew Forrest’s private mining business Wyloo, joined us in the studio to have a conversation on a wide range of experiences, ideas and perspectives. We reflected on the decision to spend ~$1B buying nickel assets, becoming the 60% owner of the Yangibana rare earth project as well as 20% of Neo Performance Materials, taking a big stake in Greatland Gold when people wouldn’t touch it plus the failed “fill-or-kill” raid on Regis Resources, to touch on just a few of the themes we covered. Additionally, we brought back the spicy under-rated vs over-rated debate. …………… TIMESTAMPS 00:00 Preview 02:24 Luca & Joel on Mom 03:02 Reflecting on adventures in nickel 12:50 Indo + battery shifts 18:36 Making $500m+ in Greatland 35:29 Regis Resources: What could’ve been? 41:21 Yangibana + Neo: A rare earth supply chain? 56:15 How Australia can stay ahead 01:02:28 Is infrastructure the right approach? 01:09:46 Will Big Super buy mines 01:16:30 Getting introspective 01:16:30 Getting introspective 01:19:20 Green premiums 01:24:37 Mines of the future 01:28:54 A Wyloo IPO? 01:33:02 Under-rated vs Over-rated …………… 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 thiscontent possible: · Grounded - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: pn@groundedgroup.com.au · Sandvik Ground Support – The only ground supportyou’ll ever need · CrossBoundary Energy – Independent powerproducer 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 andentertainment purposes only and is of general nature only. Please ensure you read our full disclaimer .…
We’ve got the pleasure of sharing a conversation with David Sparks — an investor in the natural resources world with experience at some of the world’s biggest hedge funds, including the famed multi-strat firm Millennium, as well as BBT and Exodus Point. In this episode, we unpack why investing in mining from a pod shop is often a flawed strategy, how these firms came to dominate the market, and what it actually means when a pod “blows up.” David also shares his picks for the most impressive management teams in global mining and plenty more along the way. We hope you enjoy this one as much as we did. …………… TIMESTAMPS 00:00 Introduction 02:09 David Sparks on MoM 07:55 Being Market Neutral 09:58 Why the model doesn’t work in mining 13:40 The Volatility 16:07 Reflecting on multi strategy funds 19:02 The worst way to invest in mining 23:55 Shorting 27:20 The “lack of risk” 30:40 Access to management 32:00 Deploying capital in an unconstrained world 34:40 Are mining stocks more inefficient? 36:40 Cheap stocks …………… 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 thiscontent possible: · 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 · 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 MoneyMiners 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 .…
We went a bit rogue today with a completely different dailyepisode style. Financial markets, mining and commodities are at a fascinating inflection point, and we wanted to hear what some of the smartest people in markets are thinking. So we called them. This episode is packed with thoughts and ruminationsfrom Russell “Rusty” Delroy, Dan Porter and Tom Woolrych, who opened up on global macro, hunting for value, coal markets, and a bunch of explorers looking for the next big find. .…………… TIMESTAMPS (00:00) Improvising a show (01:42) Phonecall #1 - Rusty (20:17) Phonecall #2 - Dan Porter (24:52) Phonecall #3- Hedley Widdup (25:09) Phonecall #4- Tom Woolrych …………… 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 relevant 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 .…
We mix things up today with a daily show and interview allin one as we’re joined by Hank Ruehl, who is a natural resource investor through the fund he founded, Sierra Morena Capital. We dive into the latest escalations in the Rack Attack, withKinterra and CAML falling over for New World, before heading up to Sudbury to take a look at Magna Mining, which has consolidated some forgotten mines. Next, we unpack the highly dramatic fight for an outcome atTNR Gold, which sits on 2 great royalties. To wrap things up, we peel back the curtain on IperionX, the titanium producer play which is gathering steam in America. You can connect with Hank Ruehl on Twitter: @HankRuehl .…………… TIMESTAMPS (00:00) Introduction (03:03) The Rack Attack - Update (07:17) Competitive tension for US assets (09:35) Value in Magna Mining (16:56) The draw of restart plays (19:20) Twitter activism to unlock TNR Gold’s value (33:38) IperionX – the West’s new titanium champion? …………… 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 relevant 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 .…
To kick things off today we pick apart Paladin’s announcement that CEO Ian Purdy will step down and look at what the future could hold for the uranium miner. We then venture to West Africa where Predictive shared their DFS numbers on the Bankan project, leading us to speculate who will make an approach for the developer. Rounding off, we discuss the news that Astron & EnergyFuels received regulatory approvals in Victoria of all places as well as the announcement that Wildcat will embark on a share buyback. .…………… TIMESTAMPS (00:00) Introduction (03:23) Is PDN’s leadership change cause for concern (13:36) What does the future hold for takeover target PDI (25:13) Should gold miners be doing M&A now? (29:37) Astron get the all clear… in Victoria! (31:09) A lithium developer does a share buyback …………… 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 relevant 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 .…
Nothing gets us excited like a bidding war. The Rack Attackin Arizona ft. New World Resources, Kinterra Capital and CAML is delivering on all fronts, we share the latest here plus explore the rising trend of resource nationalism. We wonder if Barrick could be doing things differently amidtheir dreadful performance in this gold bull market and cast our eyes over the merit of Reko Diq in particular. And to round out the episode, we speak with Tim Staermose of African Lions Fund , on the intricacies of investing in frontier African markets. Connect with Tim on Twitter: https://x.com/globalvaluehunt The interview with Tim Staermose was originally recorded on 5 June 2025. .…………… TIMESTAMPS (00:00) Introduction (01:53) The Rack Attack in Arizona – Updates (11:00) Much Ado About Resource Nationalism (15:44) Why Barrick is so Beaten Up? (24:38) Tim Staermose Interview Begins (26:57) How African Markets have Changed (35:40) The Status of Various African Mining Jurisdictions (38:14) Up and Coming Frontier Markets (40:50) When it Goes Wrong: Inflation… …………… 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 relevant 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 .…
Hostile M&A is back! Kinterra Capital and CAML are going head-to-head in their quest to take out New World Resources, giving us no shortage of enjoyment. We also picked up on a chunky financing package for Asante Gold, who has secured ~US$500m+ to make their Ghanaian gold mining dreams a reality. Could there be an opportunity in the recapitalisation? .…………… TIMESTAMPS (00:00) Introduction (01:56) The Rack Attack in Arizona (19:16) Why Asante caught the eye (21:12) What’s the opportunity (32:15) Who’s done it before …………… 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 relevant 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 .…
We kick off with the wild moves sweeping through uranium, breaking down SPUT’s raise, the squeeze mechanics, and whether valuations have run too hot. Next up: the drama at New World Resources, where a bidding war could be brewing. And to wrap, a juicy chat about Black Cat’s bold call to stash gold instead of Aussie dollars — and what it says about the market mood. .…………… TIMESTAMPS (00:00) Introduction (00:48) Uranium mania (again) (19:09) NWC: A brewing bidding war (28:19) Should goldies hold bullion over cash (32:27) Which miner holds the most gold? …………… 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 relevant 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 .…
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1 Rare Earths Reality: Hype vs Hope with 3 Experts 1:10:43
1:10:43
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We have been struggling to make sense of the headlines in the rare earths market lately. What's relevent? What's real? Why do the equities make no sense? To piece it together, we've pulled together a conversation with 3 very insightful people that cover the sector: Thomas Kruemmer (of The Rare Earth Observer), Sustainable Dude, and Dylan Kelly (DK) of Terra Capital. The discussion covers the geopolitical tensions impacting the market, China's dominant role and export restrictions, environmental and regulatory challenges, and the intricacies of the rare earth supply chain from mining to end-use products. Plus, will clays ever work in the west? Why does Lynas and MP Materials trade at many multiples of their NPV? Find the guests of today's episode here: Thomas Kruemmer ( The Rare Earth Observer ) Sustainable Dude ( Substack , Twitter ) Dylan Kelly ( LinkedIn ) .…………… TIMESTAMPS (00:00) Introduction 02:09 Rare Earth Experts 03:19 Geopoliticals - what's going on? 07:43 Challenges in the supply chain? 21:48 Can clays work ex-China? 38:15 Understanding Rare Earth Imbalance 39:12 Engineering Solutions for Demand 39:44 Challenges in Rare Earth Production 40:49 Magnet Technology 43:51 Investing in the Equities 52:52 The Role of China Revisitted 01:02:58 Geopolitical Dynamics and Future Outlook 01:05:00 Deals that make sense…………… 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 relevant 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 .…
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 caught our eye (23:00) Who could save CRN (36:00) Virtual AGM’s – Yes/No? …………… 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 .…
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Money of Mine

1 How Northern Star Became Australia's Biggest Gold Miner 1:38:08
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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 .…
Today we’re sharing our conversation with Taylor McKenna of Kopernik Global Investors. We’ve long wanted to chat with Kopernik, given their strong value investing orientation, the fantastic research papers they’ve shared and their eclectic portfolio. And our conversation didn’t disappoint. Taylor shared the Kopernik philosophy, before expanding on why they like platinum group metals, gold and lithium, as well as thoughts on copper and uranium equities, amongst many topics. 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 .…
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