Where mining meets equity markets, and noise gets cut to signal. We unpack the stories moving commodities, companies, and capital without the fluff. Featuring candid conversations with fund managers, executives, and commodity specialists. Hosted by Travis Ricciardo and Jonas Dorling.
Where mining meets equity markets, and noise gets cut to signal. We unpack the stories moving commodities, companies, and capital without the fluff. Featuring candid conversations with fund managers, executives, and commodity specialists. Hosted by Travis Ricciardo and Jonas Dorling.
This week we’re joined by Michael Willoughby of Pacific One Capital for the wrap. With his unique experience, Willo is the perfect guest to break down the shifting trends in how miners are getting financed and the geopolitical moves reshaping the sector.
We grade BHP’s attempt to offload Nickel West, WestAfrican’s Burkina challenge, the blistering multiple expansion of mining services stocks, the 20-year anniversary of Shovelanna, and the flood of capital raisings hitting the industry.
We round it out with the best books, pods, and ideas on ourradar.
Stocks covered: FMG, MIN, BHP, WAF, GNG, MAH, PRN, RIO, LYC, CYM, CXO, PEN
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TIMESTAMPS
(00:00) Preview and Pre Chat
(03:33) Cost of Capital Conundrum
(12:22) A Multipolar World
(18:06) Capital Formation Implications
(23:15) Financing Structures and Asian Markets
(29:37) Geopolitics
(35:24) Future of Metal Markets
(41:13) Grade Control: BHP, WAF, Mining Services
(54:36) Sweet Deal Sour Deal: CYM, LYC, CXO, PEN
(01:00:01) Hidden Gems: Book and Podcast Recommendations
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PARTNERS
Thank you to the mining services businesses that make this content possible:
Axis Mineral Services – Crushing services for all requirements in mining, milling & civil applications | jason.orourke@axisminerals.com.au
Sandvik Ground Support – The only ground support you’ll ever need
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Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial
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FOLLOW & CONNECT
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• Travis Ricciardo: @TRAVmoneyofmine
• Jonas Dorling: @JDmoneyofmine
• Email us Word on the Decline: gc@moneyofmine.com
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• Step 2: Request access to the HOOTEROO chat
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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.
