Best Acorn Media Podcasts (2024)

1
Building Mining Behemoths from Acorns (Owen Hegarty) 1:14:47

1d ago1:14:47

1:14:47

We had the privilege of speaking to mining industry veteran Owen Hegarty. Owen began his career Rio Tinto (CRA), becoming Asia & Aus. Copper-Gold MD, before branching out and starting Oxiana, which he ultimately merged with Zinifex to form OZ Minerals. Subsequently, he co-founded mining private equity giant EMR Capital, where he serves as exec chai…

1
Is Ganfeng Bearish Pilbara Minerals? 45:29

2d ago45:29

45:29

We kick off the show with a chat about the ~$270m block trade in Pilbara Minerals, with Ganfeng said to be involved, before jumping into Xanadu Mines and their big copper play in Mongolia. To wrap up we touch on the Paladin – Fission Uranium deal which is stalling at the final hurdle. Sign-up for the Director’s Special All information in this podca…

1
The Miners on our Radar this Quarterly Season 54:49

4d ago54:49

54:49

Today we reveal what we are looking out for on our radar this quarterly reporting season since it’s October already. Plus we look at the stellar return of Tembo’s from selling their Spartan royalty to Osisko. And we wrap up with Rio’s optimism on getting Resolution up and about (finally maybe?) Sign-up for the Director’s Special All information in …

1
Commodities Rip Higher on China Stimulus 49:08

5d ago49:08

49:08

3 different stories grabbed our attention today, the big China stimulus that is pushing stocks & commodities higher, Liontown (LTR) announcing their first shipment and Kingston Resources (KSN) releasing a ‘6-year mine life’ in the Cobar. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes o…

1
Why the Lithium Market Has Bottomed with YJ Lee 1:09:04

8d ago1:09:04

1:09:04

We had the privilege of speaking with YJ Lee (@usuallyYJLe) for a fascinating discussion on all things “clean energy”. YJ, a fund manager at Arcane Capital, covered why he thinks consensus lithium/battery/EV expectations are far too weak, the components of the market he believes analyst’s are glossing over, where fragility in his opinions sit, the …

1
Why are 3 billionaires in the shadows of these two gold projects? 51:57

9d ago51:57

51:57

We get into Delta Lithium’s strategic review of its Mt Ida gold project and spit ball a few potential outcomes, followed by a look at Southern Cross Gold’s AI supported mineralisation extension find. Lastly, we took the pulse on the Calidus administration process and whether a competing recap solution might pip Mr Creasy’s DOCA proposal. Sign-up fo…

1
2 Miners Battle Short Reports – Who Wins? 55:44

13d ago55:44

55:44

We kick things off with the US$175m uranium deal between UEC and Rio Tinto, then follow it up with the fascinating short report that surfaced on New Found Gold (NFG.nyse). Our final story for the day covers Adriatic Metals, a company at an intriguing inflection point in its journey to becoming a fully-fledged miner. Sign-up for the Director’s Speci…

1
Chris Judd on the Macro Themes Moving the Market 54:08

14d ago54:08

54:08

The last few weeks have been HUGE in the macro world, with US rate cuts, volatile markets & threatening geopolitics. With this in mind, we interviewed macro-driven fund manager Chris Judd. Chris runs the Cerutty Macro Fund, which seeks out equity opportunities by following macro themes & liquidity cycles. The discussion covered his outlook on globa…

1
The Hype around Hybrids is Rubbish (Andy Leyland Interview) 1:00:02

16d ago1:00:02

1:00:02

Today we had the chance to chat with Andy Leyland, co-founder of SC Insights. Andy has spent his career analysing commodities markets, with a particular focus on the battery supply chain. In our conversation we dive into his contrarian views on hybrids, what’s next for lithium, what the future holds for European automakers, what trends he thinks mo…

1
What’s Missing from Lotus’s Study? 45:43

18d ago45:43

45:43

We rip into today’s show with a chat about Lotus’s (LOT) Letlhakane scoping study, which seemed to miss a key detail or two, then we moved to the big WA DomGas policy and the ramifications for MinRes (MIN). We round off with a chat about Kingsgate (KCN) and all the companies that came to mind who’ve ventured into South-East Asia, including Emerald …

1
These 8 Gold Juniors are on our M&A Watchlists 58:38

20d ago58:38

58:38

We kick things off with a revelation that another party tried buying Fission Uranium earlier this year. And with CGN publicly opposing the merger with Paladin, naturally we wonder if it was them. IGO is rumoured to be having a good look at Rio’s Winu Copper Project and we peel the curtain back on eight undeveloped gold projects in West Africa that …

1
Is $85/lb the new Uranium Floor? 44:50

19d ago44:50

44:50

We start today’s show with the news that US$85/lb is the new floor price being conceived for uranium contracts, and then it’s a chat about Sibanye-Stillwater and the wider PGM markets. Next up we picked up on some chatter that there’s been a breakthrough of sorts from China Northern Rare Earths, & to wrap up we take a looking at the goldies spillin…

1
Le Shrub: The Case for Commodities and Fading the "Monkeys" 1:39:49

24d ago1:39:49

1:39:49

Le Shrub (@Agnostoxxx) consistently provides some of the most entertaining and clever market commentary via his parody pseudonym. Shrub has pedigree and writes his thoughts on both Twitter & Substack (www.shrubstack.com). Imagine sound investment thinking combined with brilliant finance memes. Our conversation covered plenty of ground, from how he'…

1
Is the lithium bottom in? 1:04:53

25d ago1:04:53

1:04:53

Plenty to rip through today, starting with the big news out of CATL that lit up lithium markets, followed by the Greatland / Newmont deal. Next we jumped into IGO’s big strategy day, then we looked at Putin’s comments on commodity markets, before closing off with a chat about Catalyst, De Grey & Astral. Sign-up for the Director’s Special All inform…

1
Tyreek Hill Assaulted By Police - Georgia High School Shooting 1:47:24

25d ago1:47:24

1:47:24

In this week's episode we discuss Miami Dolphin's player, Tyreek Hill, and his recent encounter with the police. Are there any lessons that can be learned from this? We discuss the recent mass shooting at a High School in Georgia, and the potential for the parents of mass shooters to be arrested and face jailtime for the actions of their children. …

1
Greatland copy the NST Playbook 49:24

27d ago49:24

49:24

We kick things off yarning about the Greatland-Telfer deal which leaked late yesterday, before jumping into another interesting gold story in G-Mining. Next we touched on the Fission-Paladin deal, which scraped over the line, while saving a couple of juicy ones for the end with Bowen Coking Coal & Global Lithium getting a rightful mention. Sign-up …

1
Are Index Inclusions an Alpha Opportunity? 42:53

28d ago42:53

42:53

We start today talking about the index changes for the top 200 & 300 biggest ASX players, with plenty of resource names featuring. Next up we dive into the Paladin – Fission Uranium deal, on the eve of the big vote, before chatting about the key points from WNA, the big uranium conference. Lastly, we touched on Perseus getting closer to wrapping up…

1
Are data centres the new EVs? (Alex Turnbull Interview) 1:10:17

1M ago1:10:17

1:10:17

We had Alex Turnbull on for a cracking chat about raw materials through the entire supply chain to end demand. The discussion got in the weeds on data centres and the metals demand they’ll account for, whether the Aussie lithium sector can protect itself from wild volatility, lessons from years following met coal, whether certain parts of the world…

1
Mt Cattlin: The Next Domino Falls 46:38

1M ago46:38

46:38

We’ve got a mixed bag in stories to yarn about today, with a follow up on the big story that is MinRes (MIN), followed by the news that Arcadium Lithium (LTM) will put Mt Cattlin on care & maintenance. On a more upbeat note, we chatted about the progress at Metro Mining (MMI), and to close off we discussed the production downgrade at Coronado (CRN)…

1
Peninsula Energy: An opportunity or a money pit? 1:02:27

1M ago1:02:27

1:02:27

We each brought 4 unique and intriguing stories to the table today 1. Peninsula: “The next ASX U producer” 2. Meeka: Cashed up & good to go 3. Develop: Payments due? 4. MetalsTech: Another day on the ASX Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only.…

1
8 Fascinating Reporting Season Details 42:17

1M ago42:17

42:17

Today we mixed it up by hunting down the 8 juiciest snippets from reporting season. Companies included Rio, Glencore, Sandfire, MAC, Zimplats/Implats, Lynas, FMG & Ramelius. In addition, we yarned about Genesis’ decision to pull forward Laverton. Sign-up for the Director’s Special All information in this podcast is for education and entertainment p…

1
Is there really a Copper “Shortage”? 1:06:32

1M ago1:06:32

1:06:32

We had Ahmad Saleem back on the poddy to chat about copper. Our discussion ventured from whether the much anticipated bull market will emerge, why majors target porphyry deposits, if it’s better to buy vs build, what juniors should target, what we can learn from the venture capital funding system and a heap more. Sign-up for the Director’s Special …

1
How Low Will MinRes Go? 1:08:09

1M ago1:08:09

1:08:09

We’re drowning in news today, so we looked to pick out the most interesting and influential stories. First and foremost, MinRes (MIN), who’re battening down the hatches and “strangling” costs to fight another day. Then South32 (S32), who’s financial position is rather healthy, but are still tending for a few challenges. Lastly a gold check-in with …

1
Will the Paladin-Fission deal blow up? 52:05

1M ago52:05

52:05

We had plenty to pick from today but had to start with the news that the Paladin-Fission Uranium deal may be on the rocks. Next we chatted through what stood out from BHP’s annual numbers, plus what to read into in Galan’s MoU (GLN), 29Metals (29M) half year results and a quick quiz to finish off. Sign-up for the Director’s Special All information …

1
Kazatomprom Sends Uranium Stock Flying 56:17

1M ago56:17

56:17

It’s a big day for the U-bulls out there following Kazatomprom’s results late on Friday as well as ERA update and capital raising trading halt. We also saw annual results from lithium major Pilbara Minerals who added a tidy $1b debt facility to boot. Sign-up for the Director’s Special All information in this podcast is for education and entertainme…

1
Not having Conviction Hurts Returns (Dave Franklyn Interview) 1:07:49

1M ago1:07:49

1:07:49

We had natural resources fundie Dave Franklyn on to pick his brain on everything commodities related. The world of commodities has changed quite a bit since we last spoke with Dave one year ago, so we revisited some favourite topics such as the forces moving gold, the state of the Chinese economy and building a resources portfolio, as well as why t…

1
Whitehaven Nail the Landing, Patriot look to the Future 1:00:04

2M ago1:00:04

1:00:04

Mining news doesn’t stop… we’ve got 3 crackers today. 1. Whitehaven 30% of Blackwater + share their full year results 2. Patriot Battery Metals release their PEA 3. CONSOL & Arch Resources merge not form US$5.2b miner Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of genera…

1
Was it Worth it, Yancoal? 54:33

2M ago54:33

54:33

We’ve got 3 unique bits of news to pull apart today 1. Yancoal get smashed after cutting their interim dividend 2. Terra Uranium & ATHA announced a tie-up 3. A recap on all the intriguing block trades & strategic investments we’ve seen recently Sign-up for the Director’s Special All information in this podcast is for education and entertainment pur…

1
Is Australia Really a Top Mining Jurisdiction? 50:21

2M ago50:21

50:21

We’ve got stories of two different mining companies, Regis Resources (RRL) & Silver Mines (SVL), who’ve both had their projects put on indefinite ice following separate government/court rulings. There’s lots for us to debate here. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and…

1
The Future of Energy with Veteran Analyst Arjun Murti 1:08:00

2M ago1:08:00

1:08:00

On the poddy today we interviewed Arjun Murti, a former head of energy research and partner at Goldman Sachs, who now publishes a Substack called Super-Spiked as well as working at energy research, strategy and investing group Veriten. We covered plenty of ground, including Arjun’s guiding principle on meeting the worlds energy needs, each nation’s…

1
Pilbara & Perseus make their move 1:08:22

2M ago1:08:22

1:08:22

We’ve got 2 BIG stories to chat about. Pilbara Minerals buying Latin Resources in an all-scrip deal AND Perseus making a move on Predictive Discovery. Let’s go. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not f…

1
Gold Fields breathes life into Gold M&A 50:05

2M ago50:05

50:05

We’ve got a big deal to talk about, with Gold Fields (GFI.nyse) swinging for JV partner Osisko (OSK.to) in a C$2.16b deal. We also touched on comments from Barrick boss Mark Bristow, as well as speculation that Albemarle might sell their Greenbushes stake, and a block trade that crossed in Genesis (GMD) stock. Finally, we picked over news that Zamb…

1
All Eyes on Jadar + Red 5’s Next Move 55:07

2M ago55:07

55:07

We kick off the week diving deep into Red 5 to try and figure out what their next move will be after bolstering their balance sheet. This included another deep dive on Magnetic’s Lady Julie project and how the next Battle for Leonora could play out. We crossed the globe to Serbia to see what’s going on with the massive protests against Rio’s Jadar …

1
Fixing Exploration Funding with Jon Hronsky 1:16:45

2M ago1:16:45

1:16:45

Jon Hronsky joined us on the poddy to chat through a host of fascinating subjects, centred around improving exploration success. Jon is deeply experienced in the subject and has spent plenty of time developing models that can improve the return on investment, as well as the behavioural biases managers and explorers are afflicted by, what culture se…

1
What we learnt at Diggers 2024 56:42

2M ago56:42

56:42

We’re straight back into it with a recap of Diggers 2024, our own awards session, plus news coming out of Arcadium Lithium (LTM), West African (WAF), Medallion (MM8) and lastly CZR Resources. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts o…

1
What Makes a Mineral “Critical” (John Sykes Interview) 1:31:39

2M ago1:31:39

1:31:39

Here’s our chat with mineral economics, geology & strategy whiz John Sykes. We went through a raft of topics, from commodities such as tin, lithium, rare earths & gold, to the role of government in supporting the industry, how China built its dominance, the biases that we’re all guilty of and a heap more. Sign-up for the Director’s Special All info…

1
We answer an open Q&A 55:49

2M ago55:49

55:49

You asked the questions, we answered them. In today’s chat we ripped through a heap of questions that Money Miners sent in, quizzing us who the best management teams are, how we’re viewing certain projects, what the latest layoffs mean for the industry and a bunch more. Sign-up for the Director’s Special All information in this podcast is for educa…

1
Albemarle’s BIG Failure 43:16

2M ago43:16

43:16

It’s name and shame time to get us started, for those exploration battlers who can’t report on time. Then we’ve got uranium news from Cameco (CCJ.nyse), WA gold M&A involving BTR/AME/GML, quarterly awards with an Olympic theme plus a breakdown of the Albemarle news and what stood out to us this quarter. Sign-up for the Director’s Special All inform…

1
Miners at Peak Risk/Reward 35:40

2M ago35:40

35:40

There’s been a few companies that are hitting an intriguing point in their life cycle that we had to chat about, starting with Adriatic (ADT) as well as Liontown (LTR). Brightstar (BTR) and Alto (AME) are doing a deal, with details not realised at the time of recording, while Champion Iron churned out a decent quarter from their high grade Canadian…

1
The Largest Acquisition of an Undeveloped Project in Decades 53:03

2M ago53:03

53:03

It’s all happening in the mining world. Another c. $2B of Fortescue (FMG) stock traded hands this morning, with fingers pointing at Capital Group again. BHP & Lundin Mining (LUN.TO) are teaming up to take out Filo (FIL.TO), share ownership of Josemaria and take their copper books to the next level. IGO shared their Q4 results and an outlook to FY25…

1
Has Australia Exacerbated the Uranium Shortage? 50:58

2M ago50:58

50:58

3 big stories today, starting with ERA seeing its Jabiluka lease not renewed, then rumours swirling about M&A involving Teck and just about every major miner and finally the quarterly that was at Ramelius. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes only and is of general nature onl…

1
Getting up to Speed on Commodities (Bentley Atteberry Interview) 1:28:35

2M ago1:28:35

1:28:35

We had pleasure of chatting with Bentley Atteberry, co-founder & CEO of Myst Trading, on all thing’s commodities. Bentley has a unique perspective given his position between investor & commodity trader, and shared views on coppers dramatic run up, the set up in aluminium, the niche world of tin, as well as what he’s picked up on the evolving lithiu…

1
CONFIRMED: Bellevue raising 59:03

2M ago59:03

59:03

We’ve got a BIG one. Bellevue (BGL) has come to the market hat in hand for $175m, while almost every ASX goldie shared a quarterly today (NST, WAF, CYL, PNR, RRL). Sandfire (SFR) had improved cashflow, but MATSA still looks shockingly expensive while Karoon (KAR) finally listened to shareholders by launching a buyback. All information in this podca…

1
4 Quarterly Highlights Worth Hearing 57:41

3M ago57:41

57:41

We’ve got some big stories in the thick of quarterly season, starting with a highlight reel of the best moments so far, before we dive into Ora Banda’s (OBM) numbers, Lynas’ (LYC) valuation and Metal Acquisition Corps (MAC) output. We wrap things up with a chat about the well-received Spartan (SPR) resource upgrade. Sign-up for the Director’s Speci…

1
S32 Smashed on Worsley Worries 46:37

3M ago46:37

46:37

First cab off the rank today is Paladin (PDN) with production of over 500kt pounds of uranium since the restart. Next up we spoke about South32 (S32) who had a horrid day after sharing their quarterly and an update on Worsley, followed by Regis (RRL) who came out with the McPhillamys DFS. We rounded up with 3 smaller operators, in varying states of…

1
Turning around Junior Mining (John Forwood & Hedley Widdup) 1:06:56

3M ago1:06:56

1:06:56

JD sat down with John Forwood (CIO at Lowell Resource Fund) and Hedley Widdup (CEO at Lion Selection) for a big chat on junior mining. The conversation went from how their 2024 predictions are faring to the lack of liquidity in juniors, from the increasing red tape in the sector to how the financing landscape has changed and everything in between. …

1
Fortescue Swings the Axe 50:26

3M ago50:26

50:26

We get going today with news that Fortescue (FMG) cut 700 jobs and is renewing its corporate structure & strategy, followed by a chat on Genesis’ (GMD) quarterly numbers. Evolution (EVN) had a decent quarter with some points worth discussing and lastly we spoke about a trend of more dealmaking for miners globally. Sign-up for the Director’s Special…

1
Koala and Tom Woolrych: Nickel West to Capital Woes 1:05:12

3M ago1:05:12

1:05:12

On the back of Nickel West getting shafted by BHP officially (for now), Trav launched a Twitter Spaces on Thursday last week. The Koala and Tom Woolrych joined in. The convo shortly broadened out and so we thought we'd release it as a bonus episode this Wednesday. Enjoy Money Miners. Sign-up for the Director’s Special All information in this podcas…

1
Warren Irwin on Uranium, Canada & Contrarian Opportunities 1:17:38

3M ago1:17:38

1:17:38

We had a chat with long time natural resource fundie Warren Irwin to get his take on several topics. Our conversation covered the state of Canadian miners and the countries M&A policies, why you shouldn’t listen to uranium super bulls, the disservice NexGen is doing to mining, why he likes nickel and plenty more. Sign-up for the Director’s Special …

1
Mega Copper M&A Manoeuvres 1:01:32

3M ago1:01:32

1:01:32

We kicked off the week entertaining some hypotheticals after the massive copper M&A rumours over the weekend about BHP and Lundin reportedly working together to put forward a joint bid for Filo and Rio potentially having another crack at Teck. Matty then went into the weeds on the Bellevue quarterly, followed by Ally GC’s rapid fire on De Grey’s qu…

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