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.