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Gold Goes Vertical, We Hunt for Value (Ben Richards)

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Manage episode 512758195 series 3359702
Content provided by Mineral Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mineral Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

With us for this week’s Weekly Wrap is Ben Richards, co-portfolio manager at Seneca.

Ben helps us navigate all the wild market action, starting with a discussion on gold and all the companies that’ve pre-reported quarterly performance, plus some takeover hopefuls.

We then try to find value in the energy space, talking through oil & coal players, before jumping into all the various ways of playing the resource bull market, from brokers to mining tech stocks.

Grade control covers:

• What Rio Tinto’s funding of West Angelas means

• Why Fortescue’s refinancing can’t be ignored

Sweet & Sour deal touches on:

• Predictive’s merger with Robex

• Capricorn’s kicker for Warriedar

• NexGen’s bumper capital raise

Hidden Gems:

• Trader: The Paul Tudor Jones doco (YouTube)

• On the Tape Podcast with Michael Lewis (YouTube)

Money Miners by Trevor Sykes

Connect with Ben Richards on LinkedIn here.

Stocks covered: CMM, EMR, BGL, OBM, GGP, VAU, MI6, GHM, AZY, STM, ERM, PAF.L, KAR, SMR, NHC, EHL, IMD, EZL, RIO, FMG, RHI, PDI, RXR, WA8, NXG

This was recorded on 9.10.25.

……………

TIMESTAMPS

(0:00) - Intro(3:44) - Gold soars through $4000 USD

(9:40) - Capricorn Metals (CMM)
(12:00) - Emerald Resources (EMR)
(14:00) - Golden Horse Minerals (GHM)
(14:40) - Bellevue Gold (BGL)
(18:00) - Ora Banda Mining (OBM)
(21:20) - Vault Resources (VAU)
(22:50) - Greatland Gold (GGP)
(23:40) - Antipa Minerals (AZY)
(27:20) - Sunstone Metals (STM)
(27:50) - Emmerson (ERM) / Pan African Resources (PAF.L)
(29:40) - Minerals 260 (MI6)
(32:10) - Karoon Energy (KAR)
(36:10) - Stanmore Resources (SMR)
(37:00) - New Hope Corporation (NHC)
(39:50) - Emeco Holdings (EHL)
(41:50) - Imdex Limited (IMD)
(44:30) - Euroz Hartleys (EZL)
(47:50) - Grade Control: Rio Tinto (RIO) West Angelas
(50:09) - Fortescue Bond Tender (FMG)
(52:50) - Red Hill Minerals (RHI)
(57:40) - Vox Royalty Corp (VOX.TO)
(58:20) - Predictive (PDI) merges with Robex (RXR)
(59:50) - Warriedar (WA8) uplift from Capricorn (CMM)
(1:01:20) - NexGen Energy (NXG) upsized raise

(1:04:58) - 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: [email protected]

……………

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.

  continue reading

499 episodes

Artwork
iconShare
 
Manage episode 512758195 series 3359702
Content provided by Mineral Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mineral Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

With us for this week’s Weekly Wrap is Ben Richards, co-portfolio manager at Seneca.

Ben helps us navigate all the wild market action, starting with a discussion on gold and all the companies that’ve pre-reported quarterly performance, plus some takeover hopefuls.

We then try to find value in the energy space, talking through oil & coal players, before jumping into all the various ways of playing the resource bull market, from brokers to mining tech stocks.

Grade control covers:

• What Rio Tinto’s funding of West Angelas means

• Why Fortescue’s refinancing can’t be ignored

Sweet & Sour deal touches on:

• Predictive’s merger with Robex

• Capricorn’s kicker for Warriedar

• NexGen’s bumper capital raise

Hidden Gems:

• Trader: The Paul Tudor Jones doco (YouTube)

• On the Tape Podcast with Michael Lewis (YouTube)

Money Miners by Trevor Sykes

Connect with Ben Richards on LinkedIn here.

Stocks covered: CMM, EMR, BGL, OBM, GGP, VAU, MI6, GHM, AZY, STM, ERM, PAF.L, KAR, SMR, NHC, EHL, IMD, EZL, RIO, FMG, RHI, PDI, RXR, WA8, NXG

This was recorded on 9.10.25.

……………

TIMESTAMPS

(0:00) - Intro(3:44) - Gold soars through $4000 USD

(9:40) - Capricorn Metals (CMM)
(12:00) - Emerald Resources (EMR)
(14:00) - Golden Horse Minerals (GHM)
(14:40) - Bellevue Gold (BGL)
(18:00) - Ora Banda Mining (OBM)
(21:20) - Vault Resources (VAU)
(22:50) - Greatland Gold (GGP)
(23:40) - Antipa Minerals (AZY)
(27:20) - Sunstone Metals (STM)
(27:50) - Emmerson (ERM) / Pan African Resources (PAF.L)
(29:40) - Minerals 260 (MI6)
(32:10) - Karoon Energy (KAR)
(36:10) - Stanmore Resources (SMR)
(37:00) - New Hope Corporation (NHC)
(39:50) - Emeco Holdings (EHL)
(41:50) - Imdex Limited (IMD)
(44:30) - Euroz Hartleys (EZL)
(47:50) - Grade Control: Rio Tinto (RIO) West Angelas
(50:09) - Fortescue Bond Tender (FMG)
(52:50) - Red Hill Minerals (RHI)
(57:40) - Vox Royalty Corp (VOX.TO)
(58:20) - Predictive (PDI) merges with Robex (RXR)
(59:50) - Warriedar (WA8) uplift from Capricorn (CMM)
(1:01:20) - NexGen Energy (NXG) upsized raise

(1:04:58) - 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: [email protected]

……………

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.

  continue reading

499 episodes

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