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.
We’ve got a special episode to share today, full of yarns about all the biggest stories in mining.
A recurring deal that’s near and dear to has returned once more… its BHP-Anglo version 2.
The lithium market has provided no end of entertainment lately, and the astonishing run up in the stocks got us asking: Where do stocks go from here?
Lastly, we’ve attended a number to AGMs this season, so we share our thoughts on the best details & most eye-catching moments, including from MinRes, Deep Yellow, Genesis & Vault
Stocks covered: BHP, ALL.L, RIO, TECK.TO, PLS, IGO, LTR, ELV, ALB.NYSE, SQM.NYSE, 9696.HK, 1772.HK, MIN, DYL, GMD, VAU
This was recorded on 24.11.2025.
……………
TIMESTAMPS
(0:00) Intro & Lithium Market
(0:20) BHP’s Bid for Anglo
(5:30) UK Takeover Rules & Deal Outlook
(11:00) Lithium Market Rally
(20:40) AGM Season Takeaways
(25:50) Gold Companies & Merger Theory
(32:30) Closing & Disclaimer
……………
Join 15k+ 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
……………
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
Note: the Messenger group chat has been sunset by Facebook. We have migrated to a Discord server
• Join the Money of Mine Discord Server
……………
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.