Buybacks, Cost Curves & Dingo’s Picks скачать в хорошем качестве

Buybacks, Cost Curves & Dingo’s Picks

Daniel Dingo Harangozo of Nero Resource Fund is joins us on the mic as we review the big events of the week just gone. And there's no bigger news that China’s push toward “anti-involution” and what it means for commodity markets. From there, we cover the latest twists in Regis’ M&A hunt and Vault’s decision to buy back up to 10% of its shares. In Grade Control, we rank Peabody walking from Anglo’s coal deal, the ongoing drama at Resolution Copper, the rocket under rare earths, Kaili’s wild ride, and Endeavour’s strong views on hedging. On the deal-making front, we break down a wave of capital raisings and Tianqi turning up the heat with JV-partner IGO. Finally, Dingo shares his picks from the juniors’ end – Black Canyon, Viridis and St Barbara. Stocks mentioned: RRL, VAU, BTU.NY, AAL.L, BHP, RIO, KLR, EDV.TO, LIN, ARU, WIA, MAU, IGO, BCA, VMM, SBM 📰 THE DIRECTOR'S SPECIAL Join 14k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining https://www.moneyofmine.com/subscribe ------------------------------------------------------- ▶️ CHAPTER TIMESTAMPS 00:00 Introduction 04:24 The Nero investment style 05:47 Chinese Anti-Involution 11:01 Where Opportunities can be Found 14:21 Regis Rumours 20:46 Vault’s Buyback 25:26 Peabody Can Anglo Deal 34:10 Resolution Copper Controversy 36:16 US Mining Policy and Challenges 41:34 Rare Earths Surge 45:02 Endeavor Mining's Hedging Strategy 47:54 Sweet Deals: The Best of this Weeks Raisings 50:47 Miners Leave Australia 58:19 Tianqi Play Hardball with IGO 01:01:52 Hidden Gems and Junior Picks ------------------------------------------------------- 🤝 OUR PARTNERS Thank you to the mining services businesses that make this show possible: Sandvik Ground Support – The only ground support you’ll ever need http://www.rocktechnology.sandvik/gro... Axis Mineral Services – Crushing services for all requirements in mining, milling & civil applications | jason.orourke@axisminerals.com.au | https://axisminerals.com.au/ Africa Down Under – Get your tickets for Australia’s premier African focused conference, running from Sept 3 – 5: https://www.africadownunderconference... Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial: https://marketech.com.au/focus?utm_so... ------------------------------------------------------- 📌 FOLLOW US Join our group chat: Step 1: Join the Facebook Group:   / 191qecwiap   Step 2: Access to the HOOTEROO chat: https://m.me/cm/AbZFfgkX01kzAZBu/ Subscribe to our podcast: Spotify: https://open.spotify.com/show/0LsIJIs... Apple: https://apple.co/3Fdocwx Follow us on all social platforms to stay up-to-date: Twitter: https://x.com/moneyofminepod Instagram:   / moneyofminepod   LinkedIn:   / moneyofmine   Facebook:   / moneyofminepod   Our personal Twitter accounts: Travis Ricciardo:   / travmoneyofmine   Jonas Dorling:   / jdmoneyofmine   ------------------------------------------------------- ⚠️ DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine are not financial professionals. Money of Mine and our contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. Money of Mine doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of Money of Mine are their opinions only and may contain forward-looking statements that may not eventuate. Please read the full Disclaimer here: https://www.moneyofmine.com/c/privacy...