About this episode

Vas Piperoglou discusses overlooked commodity opportunities and investment strategies in the resources sector.

In today's episode, we're joined by value investor Vas Piperoglou. Vas is the co-founder and chief investment officer of Collins St Asset Management. He runs one of Australia’s most consistently high-performing value investment firms, with a knack for starting special situations funds in markets near and dear to our hearts. Collins St has played 3 resource capital cycle thematics. All three worked out to a tee. We explore with him what's next. Vas runs us through: Why he has returned most the money from the gold fund What silver going parabolic told him The full backstory behind the Matrix takeover - and if he's buying back into offshore service Why Carnarvon remains a deeply frustrating but asymmetric How the Humm Group activist campaign is tracking A totally hidden monopoly trading at 6x earnings with a 10% dividend yield - Nasdaq listed Why the almond supply cycle is tantalising Follow Vas on LinkedIn: https://www.linkedin.com/in/vasilios-piperoglou-3122a3225 If you found this useful, subscribe to Money of Mine for more conversations with the people who actually allocate capital in the resources sector. …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the…

More episodes of Money of Mine

• The 3 Trades That'll Win the Next Decade (Michel Mamet) · June 5, 2026 · 33 min
• Whitehaven's Big Bet (Paul Flynn) · June 2, 2026 · 1h 1m
• Inflation Is the Only Escape (Chris Judd) · May 29, 2026 · 1h 4m
• The End for Australian Exploration? · May 26, 2026 · 59 min
• This is a Hard Reset Moment (Emanuel Datt) · May 22, 2026 · 1h 10m
• The Gold M&A Wave Has Started (Hedley Widdup) · May 15, 2026 · 1h 5m

Explore listener stats, chart rankings, contacts and more on the Money of Mine podcast page.