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Why Mega Deal "GlenTinto" is On (with Koala)
Manage episode 486189613 series 3359702
For today’s show we welcome back the Koala.
It’s been a busy period of big announcements on the global mining stage, with Rio’s CEO announcing his resignation, Glencore seemingly prepping for a deal, Harmony Gold bidding for MAC, Adriatic and Dundee appearing on the cusp of a deal, Alphamin outshining Metals X and NexGen highlighting the prospectivity of the Athabasca Basin.
Who better to pick this all apart with?
Find the Koala on Twitter here: https://x.com/YellowLabLife
……………
TIMESTAMPS
(00:00) Introduction
(01:37) Rio-Glen: Back on?
(03:18) Why Jakob left
(13:20) Is Glencore Desperate?
(20:34) Will GLEN’s weak stock stop a deal
(24:58) The appeal of NexGen
(32:04) Will Harmony have an interloper for MAC
(34:44) The clock ticks for Adriatic - Dundee
(37:11) Alphamin vs Metals X
……………
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 this content 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 support you’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.
461 episodes
Manage episode 486189613 series 3359702
For today’s show we welcome back the Koala.
It’s been a busy period of big announcements on the global mining stage, with Rio’s CEO announcing his resignation, Glencore seemingly prepping for a deal, Harmony Gold bidding for MAC, Adriatic and Dundee appearing on the cusp of a deal, Alphamin outshining Metals X and NexGen highlighting the prospectivity of the Athabasca Basin.
Who better to pick this all apart with?
Find the Koala on Twitter here: https://x.com/YellowLabLife
……………
TIMESTAMPS
(00:00) Introduction
(01:37) Rio-Glen: Back on?
(03:18) Why Jakob left
(13:20) Is Glencore Desperate?
(20:34) Will GLEN’s weak stock stop a deal
(24:58) The appeal of NexGen
(32:04) Will Harmony have an interloper for MAC
(34:44) The clock ticks for Adriatic - Dundee
(37:11) Alphamin vs Metals X
……………
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 this content 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 support you’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.
461 episodes
All episodes
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