The Best Ideas from Diggers & Dealers 2025

We kick things off with Australia’s bold indication to set arare earth floor price – a page right out of the US playbook – and then dive into the big question: Will the government step in to rescue all our struggling smelters and refiners?

Then, we pick a part the most interesting content fromDiggers & Dealers, including funny takes, companies to watch plus the big themes.

Companies mentioned: PNR, VAU, RMS, EMR, PMT, WTM, SMI, BTR, MM8, RXL, TCG, JMS, OBM, CMM, GMD, GNG

……………

TIMESTAMPS

(00:00) Introduction

(00:37) Aussie rare earth price floor to come?

(11:24) Diggers highlights

(13:24) Pantoro

(15:55) Vault

(17:27) Ramelius

(22:02) Emerald

(24:40) Patriot

(25:05) Waratah

(26:01) Santana

(27:31) Brightstar

(27:58) Medallion

(29:53) Rox

(31:43) Turaco

(32:37) Jupiter

(35:54) Big theme: bigger mills

……………

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

·      ⁠⁠⁠⁠⁠CrossBoundary Energy⁠⁠⁠⁠⁠ – Independent power producer for the global mining industry | [email protected] +61 466 184 943

……………

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

• Step 1: Join the ⁠⁠⁠⁠⁠Money Miners 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.