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Iron Ore Top Dogs Argue About Who is #1

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Manage episode 484351257 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.

This week, we hit the Fin’s Mining Summit and rubbedshoulders with the who’s who of Australia’s mining elite.

We decide to break down the big themes everyone’s debating — who’s really top dog in iron ore, which miners should do a copper deal, how to make Australia #1 in mining as well as plenty of cracking one-liners.

Plus, Adriatic Metals lit up the market after revealing talkswith Dundee Precious, so naturally, we ripped into who likely leaked it, why, and what will come next.

……………

TIMESTAMPS

(00:00) Introduction

(00:52) Hot Takes from the Mining Summit

(04:49) BHP vs FMG showdown

(06:32) John Welborn Jokes and g eopolitical risk

(10:47) Why the room stops when Jake Klein talks

(12:40) The case for M&A

(16:09) Are copper plays cheap?

(19:49) Lynas crack China with first heavy RE production

(22:14) How to make Australia #1

(28:31) Adriatic and Dundee Precious Metals deal talk

……………

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:

Mineral Mining Services – Your preferred mining contractor - 1300 546 117

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

Sandvik Ground Support – The only ground supportyou’ll ever need

CRE Insurance – Insurance Brokers for the construction, resources and energy sectors | [email protected] +61 2 9493 6100

K-Drill – Safe, reliable, and productive surface RC drilling | Ryan O'Sullivan: [email protected] +61 427 783 190

KCA Site Services – Workforce and equipment solutions for mining and civil projects | [email protected] 1300 143 947

Black Diamond Drilling Services – Drilling consumables supplier for the mining industry [email protected] +61 450 944 489

Cross Boundary Energy – Independent power producer 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 and entertainment purposes only and is of general nature only. Please ensure you read our ⁠full disclaimer⁠.

  continue reading

481 episodes

Artwork

Iron Ore Top Dogs Argue About Who is #1

Money of Mine

40 subscribers

published

iconShare
 
Manage episode 484351257 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.

This week, we hit the Fin’s Mining Summit and rubbedshoulders with the who’s who of Australia’s mining elite.

We decide to break down the big themes everyone’s debating — who’s really top dog in iron ore, which miners should do a copper deal, how to make Australia #1 in mining as well as plenty of cracking one-liners.

Plus, Adriatic Metals lit up the market after revealing talkswith Dundee Precious, so naturally, we ripped into who likely leaked it, why, and what will come next.

……………

TIMESTAMPS

(00:00) Introduction

(00:52) Hot Takes from the Mining Summit

(04:49) BHP vs FMG showdown

(06:32) John Welborn Jokes and g eopolitical risk

(10:47) Why the room stops when Jake Klein talks

(12:40) The case for M&A

(16:09) Are copper plays cheap?

(19:49) Lynas crack China with first heavy RE production

(22:14) How to make Australia #1

(28:31) Adriatic and Dundee Precious Metals deal talk

……………

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:

Mineral Mining Services – Your preferred mining contractor - 1300 546 117

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

Sandvik Ground Support – The only ground supportyou’ll ever need

CRE Insurance – Insurance Brokers for the construction, resources and energy sectors | [email protected] +61 2 9493 6100

K-Drill – Safe, reliable, and productive surface RC drilling | Ryan O'Sullivan: [email protected] +61 427 783 190

KCA Site Services – Workforce and equipment solutions for mining and civil projects | [email protected] 1300 143 947

Black Diamond Drilling Services – Drilling consumables supplier for the mining industry [email protected] +61 450 944 489

Cross Boundary Energy – Independent power producer 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 and entertainment purposes only and is of general nature only. Please ensure you read our ⁠full disclaimer⁠.

  continue reading

481 episodes

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