428 Avsnitt

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

    Publicerades: 2023-11-30
  2. Shareholder activism, incentive misalignment & how commodity investing has changed with the Koala

    Publicerades: 2023-11-29
  3. The Koala on why Lithium is Iron Ore 20 years ago, how Mining M&A has evolved & overhyped Mining disruptions

    Publicerades: 2023-11-28
  4. African Gold M&A is all GO!

    Publicerades: 2023-11-27
  5. Inside the AVZ Shareholder Vote

    Publicerades: 2023-11-24
  6. OreCorp’s kicker, AGM tricks & the bizarre story behind a WA Lithium hopeful

    Publicerades: 2023-11-23
  7. Copper miners spending up for production + an OreCorp shareholder revolt?

    Publicerades: 2023-11-22
  8. What Could Go Wrong at Liontown + Khoemacau sells for US$2b

    Publicerades: 2023-11-21
  9. Capital raisings, lithium deals and an AGM highlight

    Publicerades: 2023-11-20
  10. Underrated mining businesses, physical uranium or equities & the commodities to be in with Sam Berridge (part 2)

    Publicerades: 2023-11-17
  11. Sam Berridge on the state of the market, China’s retreating influence & the energy setup (Part 1)

    Publicerades: 2023-11-16
  12. Glencore buys Teck’s met coal assets while Atlantic Lithium bounces takeover

    Publicerades: 2023-11-15
  13. More Azure Suitors? + Who’s getting the better deal: Allkem or Livent

    Publicerades: 2023-11-14
  14. Delta Rattling the Tin for $70m + Why First Quantum’s Stock has Halved

    Publicerades: 2023-11-13
  15. NexGen receives local Environmental Approvals while Pantoro is handed a Lifeline

    Publicerades: 2023-11-10
  16. WIIILDCAT Rattles the Tin and Sayona’s “Strategic Review” Déjà vu?

    Publicerades: 2023-11-09
  17. Is Activism Brewing at Delta Lithium? New Heights for WA1 & Private Equity Turns to PNG Lime!?

    Publicerades: 2023-11-08
  18. Is Albemarle Bluffing? Chalice Changes, Quarterly Name & Shame

    Publicerades: 2023-11-07
  19. Why is MinRes Buying AZS to $4? Strickland and Wildcat’s Drillbit Success

    Publicerades: 2023-11-06
  20. When Will the Copper Shortage We All Hear About Happen? With Ben Hooper

    Publicerades: 2023-11-03

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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.