Where mining meets financial markets. We break down the news that matters to investors and industry, without the fluff. Hosted by Jonas Dorling and Travis Ricciardo.
Where mining meets financial markets. We break down the news that matters to investors and industry, without the fluff. Hosted by Jonas Dorling and Travis Ricciardo.
On this week Weekly Wrap, we’re joined by Gold Road CEO Duncan Gibbs, as he puts the finals touches on the company’s $3.8B takeover by Gold Fields.
We discuss the journey and get the inside details of the takeover, before moving into a general gold chat, putting some of the junior flyers under the microscope.
The conversation moves to the huge moves we’ve seen from the US government, from “re-negotiating” their Lithium Americas deal to signing offtake with US Antimony Corp.
Grade Control covers:
• Hudbay’s Constancia going on ice
• The potential rescue package for Glencore’s Queensland Copper
• MinRes’ great debt refinancing
Sweet & Sour Deal touches on:
• Vox’s deal with Deterra
• Lynas taking all SPP applications
• Merdeka Gold’s flying start to public life
• Canyon’s bumper raise
• RareX’s equity facility
Stocks mentioned: GOR, GFI.NYSE, DEG, YRL, SMI, FAL, LAC.NYSE, UAMY.NYSE, HBM.TO, GLEN.L, MIN, DRR, VOXR.TO, LYC, NEO.TO, MDKA.IDX, CAY, REE
Hidden Gems:
• Jeff Spirek’s LinkedIn post
This was recorded on 26.9.2025.
....………
TIMESTAMPS
(00:00) Introduction
(02:57) Reflections on Gold Road's Acquisition
(04:09) Inside the Takeover
(12:49) De Grey: Missed M&A?
(13:30) Equinox Gold: Greenstone JV Reflections
(13:51) Shareholder Dynamics and Activism?
(18:34) Did De Grey takeover get close?
(21:30) Duncan’s views on specific gold juniors: #1 YRL
(23:59) #2 Santana - SMI
(24:41) Jake Klein’s Federation Strategy: Siren Gold, RUA Gold, OceanaGold?
(26:09) US Government Moves on Miners
(26:54) Lithium Americas & MP Materials: US Policy Shifts
(26:54) US Antimony Corp: Strategic Stockpiles
(36:10) Grade Control
(37:03) Hudbay Minerals: Constancia Down
(39:32) Glencore: Mount Isa Bailout Pending
(44:51) MinRes & Nickel Industries: Refinancing Success
(47:04) Sweet Deal / Sour Deal
(47:43) Deterra Royalties Sells gold assets to Vox
(49:08) Lynas takes every penny, to buy what?
(51:33) Merdeka Gold IPO limit up
(53:19) Canyon & RareX: Capital raises
(55:56) Hidden Gems
……………
Join 14k+ 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:
Sandvik Ground Support – The only ground support you’ll ever need
Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial
IMARC 2025 – Sydney, October 21st to 23rd. Get your tickets– investors go free
……………
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.
