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An Unfiltered Chat with Wyloo (Luca Giacovazzi + Joel Turco)

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Manage episode 493820179 series 3359702
Content provided by Mineral Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mineral Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

We’re sharing a chat today that we immensely enjoyedrecording.

Luca Giacovazzi and Joel Turco, who lead Andrew Forrest’s private mining business Wyloo, joined us in the studio to have a conversation on a wide range of experiences, ideas and perspectives.

We reflected on the decision to spend ~$1B buying nickel assets, becoming the 60% owner of the Yangibana rare earth project as well as 20% of Neo Performance Materials, taking a big stake in Greatland Gold when people wouldn’t touch it plus the failed “fill-or-kill” raid on Regis Resources, to touch on just a few of the themes we covered.

Additionally, we brought back the spicy under-rated vs over-rated debate.

……………

TIMESTAMPS

00:00 Preview

02:24 Luca & Joel on Mom

03:02 Reflecting on adventures in nickel

12:50 Indo + battery shifts

18:36 Making $500m+ in Greatland

35:29 Regis Resources: What could’ve been?

41:21 Yangibana + Neo: A rare earth supply chain?

56:15 How Australia can stay ahead

01:02:28 Is infrastructure the right approach?

01:09:46 Will Big Super buy mines

01:16:30 Getting introspective

01:16:30 Getting introspective

01:19:20 Green premiums

01:24:37 Mines of the future

01:28:54 A Wyloo IPO?

01:33:02 Under-rated vs Over-rated

……………

Join 12k+ subscribers to the ⁠Director’s Special⁠:one daily email with all the news that matters in mining

……………

PARTNERS

Thank you to the mining services businesses that make thiscontent possible:

· Grounded - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: [email protected]

· Sandvik Ground Support – The only ground supportyou’ll ever need · CrossBoundary Energy – Independent powerproducer for the global mining industry | [email protected] +61 466 184 943

……………

FOLLOW & CONNECT

• YouTube: ⁠@MoneyofMine⁠

• Twitter / X: ⁠@moneyofminepod⁠

⁠LinkedIn ⁠| ⁠Instagram⁠ | ⁠Facebook⁠

• Travis Ricciardo: ⁠@TRAVmoneyofmine⁠⁠

• Jonas Dorling: ⁠@JDmoneyofmine⁠⁠

• Email us Word on the Decline: [email protected]

……………

JOIN THE GROUP CHAT

• Step 1: Join the ⁠Money Miners Facebook Group⁠

• Step 2: Request access to the ⁠HOOTEROO chat⁠

……………

DISCLAIMER

All information in this podcast is for education andentertainment purposes only and is of general nature only. Please ensure you read our ⁠full disclaimer⁠.

  continue reading

474 episodes

Artwork
iconShare
 
Manage episode 493820179 series 3359702
Content provided by Mineral Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mineral Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

We’re sharing a chat today that we immensely enjoyedrecording.

Luca Giacovazzi and Joel Turco, who lead Andrew Forrest’s private mining business Wyloo, joined us in the studio to have a conversation on a wide range of experiences, ideas and perspectives.

We reflected on the decision to spend ~$1B buying nickel assets, becoming the 60% owner of the Yangibana rare earth project as well as 20% of Neo Performance Materials, taking a big stake in Greatland Gold when people wouldn’t touch it plus the failed “fill-or-kill” raid on Regis Resources, to touch on just a few of the themes we covered.

Additionally, we brought back the spicy under-rated vs over-rated debate.

……………

TIMESTAMPS

00:00 Preview

02:24 Luca & Joel on Mom

03:02 Reflecting on adventures in nickel

12:50 Indo + battery shifts

18:36 Making $500m+ in Greatland

35:29 Regis Resources: What could’ve been?

41:21 Yangibana + Neo: A rare earth supply chain?

56:15 How Australia can stay ahead

01:02:28 Is infrastructure the right approach?

01:09:46 Will Big Super buy mines

01:16:30 Getting introspective

01:16:30 Getting introspective

01:19:20 Green premiums

01:24:37 Mines of the future

01:28:54 A Wyloo IPO?

01:33:02 Under-rated vs Over-rated

……………

Join 12k+ subscribers to the ⁠Director’s Special⁠:one daily email with all the news that matters in mining

……………

PARTNERS

Thank you to the mining services businesses that make thiscontent possible:

· Grounded - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: [email protected]

· Sandvik Ground Support – The only ground supportyou’ll ever need · CrossBoundary Energy – Independent powerproducer for the global mining industry | [email protected] +61 466 184 943

……………

FOLLOW & CONNECT

• YouTube: ⁠@MoneyofMine⁠

• Twitter / X: ⁠@moneyofminepod⁠

⁠LinkedIn ⁠| ⁠Instagram⁠ | ⁠Facebook⁠

• Travis Ricciardo: ⁠@TRAVmoneyofmine⁠⁠

• Jonas Dorling: ⁠@JDmoneyofmine⁠⁠

• Email us Word on the Decline: [email protected]

……………

JOIN THE GROUP CHAT

• Step 1: Join the ⁠Money Miners Facebook Group⁠

• Step 2: Request access to the ⁠HOOTEROO chat⁠

……………

DISCLAIMER

All information in this podcast is for education andentertainment purposes only and is of general nature only. Please ensure you read our ⁠full disclaimer⁠.

  continue reading

474 episodes

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