Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

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://staging.podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Finding Value in a World of Excess with Vas Piperoglou

1:10:50
 
Share
 

Manage episode 473882090 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://staging.podcastplayer.com/legal.

Today’s episode is a discussion with a Money of Mine favourite and a true value investor, Vas Piperoglou.

The conversation ranged from the extended valuations in global markets, the implications of heightened Western inflation, the ongoing ramifications of the US’ seizure of Russia assets, the opportunity in gold stocks, the consequences of Australia’s energy policies and much more.

We hope you enjoy this one as much as we did.

Sign-up for the Director’s Special

Please read our Privacy Policy and Disclaimer here

Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.

Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)

Thank you to our Partners:

Mineral Mining Services – Your preferred mining contractor

https://www.mineralminingservices.com.au/join-us/ - 1300 546 117

Grounded - Infrastructure for remote mining and civil projects Australia wide

Paul Natoli - [email protected]

Sandvik Ground Support – The only ground support you’ll ever need

http://www.rocktechnology.sandvik/groundsupport

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

[email protected] - +61 2 9493 6100

K-Drill – Safe, reliable, and productive surface RC drilling

[email protected] - +61 416 015 876

WA Water Bores – WA’s premier water well drilling company

[email protected] - +61 429 695 538

Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.

[email protected] - +61 8 6253 2310

Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy

[email protected] - +61 8 9373 1140

Cross Boundary Energy – Independent Power Producer for the global mining industry

[email protected] - +61 466 184 943

Money of Mine on YouTube, Twitter, LinkedIn & Instagram

(0:00:00)Introduction

(0:02:18)Temperature of broarder market

(0:17:41)Australian opportunities

(0:23:25)Interest rate predictions

(0:26:38)US defecit

(0:33:55)Gold bull market

(0:39:14)When wil the top end?

(0:41:10)Gold M&A review

(0:44:40)Black Cat and Catalyst

(0:47:47)North American gold value

(0:49:00)Energy thematic

(0:55:10)Offshore energy services

(1:02:45)Changing investment philosophies

(1:06:05)Poor governance in Australia

(1:08:11)Podcast, books and newsletter recommendations

  continue reading

447 episodes

Artwork
iconShare
 
Manage episode 473882090 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://staging.podcastplayer.com/legal.

Today’s episode is a discussion with a Money of Mine favourite and a true value investor, Vas Piperoglou.

The conversation ranged from the extended valuations in global markets, the implications of heightened Western inflation, the ongoing ramifications of the US’ seizure of Russia assets, the opportunity in gold stocks, the consequences of Australia’s energy policies and much more.

We hope you enjoy this one as much as we did.

Sign-up for the Director’s Special

Please read our Privacy Policy and Disclaimer here

Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.

Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)

Thank you to our Partners:

Mineral Mining Services – Your preferred mining contractor

https://www.mineralminingservices.com.au/join-us/ - 1300 546 117

Grounded - Infrastructure for remote mining and civil projects Australia wide

Paul Natoli - [email protected]

Sandvik Ground Support – The only ground support you’ll ever need

http://www.rocktechnology.sandvik/groundsupport

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

[email protected] - +61 2 9493 6100

K-Drill – Safe, reliable, and productive surface RC drilling

[email protected] - +61 416 015 876

WA Water Bores – WA’s premier water well drilling company

[email protected] - +61 429 695 538

Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.

[email protected] - +61 8 6253 2310

Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy

[email protected] - +61 8 9373 1140

Cross Boundary Energy – Independent Power Producer for the global mining industry

[email protected] - +61 466 184 943

Money of Mine on YouTube, Twitter, LinkedIn & Instagram

(0:00:00)Introduction

(0:02:18)Temperature of broarder market

(0:17:41)Australian opportunities

(0:23:25)Interest rate predictions

(0:26:38)US defecit

(0:33:55)Gold bull market

(0:39:14)When wil the top end?

(0:41:10)Gold M&A review

(0:44:40)Black Cat and Catalyst

(0:47:47)North American gold value

(0:49:00)Energy thematic

(0:55:10)Offshore energy services

(1:02:45)Changing investment philosophies

(1:06:05)Poor governance in Australia

(1:08:11)Podcast, books and newsletter recommendations

  continue reading

447 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Listen to this show while you explore
Play