428 Odcinki

  1. Joe Lowry on all thing’s lithium (ex-hard rock)! (Part 1)

    Opublikowany: 30.11.2023

  2. Shareholder activism, incentive misalignment & how commodity investing has changed with the Koala

    Opublikowany: 29.11.2023

  3. The Koala on why Lithium is Iron Ore 20 years ago, how Mining M&A has evolved & overhyped Mining disruptions

    Opublikowany: 28.11.2023

  4. African Gold M&A is all GO!

    Opublikowany: 27.11.2023

  5. Inside the AVZ Shareholder Vote

    Opublikowany: 24.11.2023

  6. OreCorp’s kicker, AGM tricks & the bizarre story behind a WA Lithium hopeful

    Opublikowany: 23.11.2023

  7. Copper miners spending up for production + an OreCorp shareholder revolt?

    Opublikowany: 22.11.2023

  8. What Could Go Wrong at Liontown + Khoemacau sells for US$2b

    Opublikowany: 21.11.2023

  9. Capital raisings, lithium deals and an AGM highlight

    Opublikowany: 20.11.2023

  10. Underrated mining businesses, physical uranium or equities & the commodities to be in with Sam Berridge (part 2)

    Opublikowany: 17.11.2023

  11. Sam Berridge on the state of the market, China’s retreating influence & the energy setup (Part 1)

    Opublikowany: 16.11.2023

  12. Glencore buys Teck’s met coal assets while Atlantic Lithium bounces takeover

    Opublikowany: 15.11.2023

  13. More Azure Suitors? + Who’s getting the better deal: Allkem or Livent

    Opublikowany: 14.11.2023

  14. Delta Rattling the Tin for $70m + Why First Quantum’s Stock has Halved

    Opublikowany: 13.11.2023

  15. NexGen receives local Environmental Approvals while Pantoro is handed a Lifeline

    Opublikowany: 10.11.2023

  16. WIIILDCAT Rattles the Tin and Sayona’s “Strategic Review” Déjà vu?

    Opublikowany: 9.11.2023

  17. Is Activism Brewing at Delta Lithium? New Heights for WA1 & Private Equity Turns to PNG Lime!?

    Opublikowany: 8.11.2023

  18. Is Albemarle Bluffing? Chalice Changes, Quarterly Name & Shame

    Opublikowany: 7.11.2023

  19. Why is MinRes Buying AZS to $4? Strickland and Wildcat’s Drillbit Success

    Opublikowany: 6.11.2023

  20. When Will the Copper Shortage We All Hear About Happen? With Ben Hooper

    Opublikowany: 3.11.2023

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An ex-underground miner, a couple of ex-investment bankers, and an ex-equity research guy breaking down the mining news that matters in markets. It's a bit of entertainment, information, and occasionally some alpha.