We love the mining industry. We’re also regularly frustrated by its antics, and that’s usually where the best stories are.
We both came off the sell side. We met at Argonaut; Trav went on to investment banking at Macquarie and JD into equity research. Seeing how the sausage gets made showed us just how many conflicts sit behind the research and commentary investors rely on.
So we’re independent, and proudly so. We don’t take money from the companies we talk about. Our advertisers are mining services and mining-adjacent businesses, and we tell you who they are.
On the podcast, we interview the fund managers who back mining companies, and we try to get in the middle of the hostile bids and boardroom fights that the rest of the market only reads about.
The Director’s Special is our daily email: the mining news that matters, in a five-minute read, to 19,000+ subscribers every morning.
Our audience are the Money Miners, a nod to Trevor Sykes’ book of the same name about Australia’s great mining boom. If you’re on the side of shareholders too, you’re one of them.
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