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HomeIndustryMiningPodcastsListeners Are Back Pitching Their Top Mining Stocks
Listeners Are Back Pitching Their Top Mining Stocks
MiningStock Investing

Money of Mine

Listeners Are Back Pitching Their Top Mining Stocks

Money of Mine
•March 6, 2026•1h 32m
0
Money of Mine•Mar 6, 2026

Why It Matters

Understanding how small‑cap miners can create outsized cash flow in a high‑price gold and iron‑ore market helps investors identify resilient, undervalued opportunities. The episode highlights the power of community‑sourced ideas and showcases real‑world examples of how junior miners can leverage royalties and efficient operations to deliver strong returns, making it especially relevant for listeners seeking alternative exposure to the mining sector.

Key Takeaways

  • •Auric Mining generated $35M cash from 3% of resource.
  • •Auric’s market cap $55M, cash $34M, EV low.
  • •Red Hill yields 11% free cash flow on $250M EV.
  • •Onslow royalty provides $27.5M cash, supporting 9% dividend yield.
  • •Management owns 58% of Red Hill, aligning investor interests.

Pulse Analysis

The episode opens with the hosts reviving their listener‑driven stock‑pitch format, a move that has reignited audience participation and surfaced hidden gems in the junior mining arena. One standout is Auric Mining (AWJ), which has turned a modest starter pit at the Munda deposit into roughly $35 million of cash, despite extracting only about 3‑4% of its resource. With a market capitalization near $55 million and $34 million on hand, Auric’s enterprise value remains exceptionally low, positioning it as a cash‑rich, low‑cost play in a gold‑price‑driven market.

The conversation then shifts to Red Hill Minerals, where the hosts highlight an 11% free‑cash‑flow yield on a $250 million enterprise value, driven largely by the Onslow royalty stream. The royalty contributes $27.5 million after operating costs, underpinning a 9% dividend yield that is expected to climb as Onslow expands production to 50 million tonnes. Management’s substantial ownership—58% combined between chairman Joshua Pitt and director Polly—creates strong alignment with shareholders, while a disciplined capital allocation strategy funds further exploration and royalty acquisitions without diluting existing investors.

Finally, the hosts contextualize these opportunities within the broader mining sector. Elevated gold prices are fueling cash generation for small producers, and the toll‑treating model exemplified by Auric’s partnership with Black Cat Mill reduces capital intensity. Risks remain, such as refurbishment delays at Burbanks and potential tenement disputes, but the combination of robust cash balances, attractive yields, and insider ownership makes both Auric and Red Hill compelling candidates for investors seeking upside in undervalued junior miners.

Episode Description

We did it again.

Following the feedback from last month's retail stock pitch episode, we opened the lines and let Money Miners dial in to pitch their best ideas.

Today's episode is that conversation - Part 2.

The stocks pitched ranged from WA gold developers to vanadium turnarounds to Italian gas plays. From Chile to Guyana to the Lachlan Fold Belt, we got served up plenty of new ideas.

This was recorded on 5.3.2026.   

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TIMESTAMPS  

(0:00:00) Introduction(0:02:10) Auric Mining (AWJ) - WA gold developer(0:12:30) Red Hill Minerals (RHI) - Onslow iron ore royalty(0:23:30) Dalrymple Bay Infrastructure (DBI) - Met coal export terminal(0:26:50) Aurum Resources (AUE) - Côte d'Ivoire gold developer(0:35:00) Somerset Minerals (SSM) - Canadian copper explorer(0:41:30) CZR Resources (CZR) - WA gold explorer(0:45:10) Solstice (SLS) - WA copper-gold explorer(0:46:30) Awale Resources (ARIC.V) - Côte d'Ivoire gold explorer(0:49:40) Largo Inc (LGO) - Vanadium producer turnaround(0:59:40) San Lorenzo Gold (SLG) - Chilean gold explorer(1:08:50) Kuniko (KNI) - Lachlan Fold Belt VMS explorer(1:17:50) Lunnon Metals (LM8) - WA gold/nickel developer(1:22:50) Po Valley Energy (PVE) - Italian gas producer(1:26:30) Altair Resources (ALR) - Guyana gold explorer

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DISCLAIMER

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