Shareholder Activism, Incentive Misalignment & how Commodity Investing has changed with the Koala скачать в хорошем качестве

Shareholder Activism, Incentive Misalignment & how Commodity Investing has changed with the Koala

Part 2 of our chat with the Koala! In this part we delved into what makes an attractive Tier 1 & why majors sell them, whether a metal price bifurcation (on production standards) is realistic, the evolution of the mining buy-side, shareholder activism, (misaligned) incentives as well as our favourite, a punchy under-rated vs over-rated section. Thank you to our Podcast Partners: DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries https://www.dsiunderground.com/ Terra Capital – Specialist Investment manager in the natural resources sector https://terracapital.com.au/ K-Drill – Safe, reliable, and productive surface RC drilling https://www.k-drill.com.au/ McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts https://www.mmts.net.au/ Brooks Airways – Perth’s leading charter flight operators https://www.brooksairways.com/ JP Search – Recruitment specialists for the financial world   / xavierprevot     / michael-jay-260b2254   KCA Site Services – Underground Mining machine hire for IT’s, Normet’s, Trucks, and more https://kcasiteservices.com.au/ Future Proof Consulting - Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities https://futureproofconsulting.com.au/ Anytime Exploration Services - Exploration workers, equipment, core cutting/storage plus much more https://www.anytimeexplorationservice... SMEC Power & Technology – Electrical specialists for the mining industry https://smecpt.com.au/ ------------------------------- FOLLOW US Join our Money Miner Facebook Group: Facebook Group: https://tinyurl.com/yxhph4fw Sign-up for our Weekly Newsletter: Hooteroo Herald: https://tinyurl.com/2ywx936s Subscribe to our podcast wherever you listen to them: Spotify: https://tinyurl.com/vc9anake iTunes: https://tinyurl.com/bdfuhumy Google Podcasts: https://tinyurl.com/4rm5wk6b Follow us on all social platforms to stay up-to-date: Twitter: https://tinyurl.com/5a6ufw9c Instagram: https://tinyurl.com/2p9p4xpd LinkedIn: https://tinyurl.com/kvszkse3 Facebook: https://tinyurl.com/yck4vx9p We have personal Twitter accounts you can follow too: Matty:   / mattymikals   JD:   / jdmoneyofmine   Trav:   / travmoneyofmine   ------------------------------- CHAPTERS 0:00:00 Preview 0:01:35 Underground Mining Trivia 0:04:34 How real is DLE? 0:09:58 Metal Price Bifurcation 0:18:03 Shareholder Activism 0:23:44 Whitehaven alignment 0:34:23 BHP growth 0:47:03 Is the Copper boom going to happen? 0:48:22 The Koala on the Banking hampster wheel 1:05:02 Over Rated - Under Rated ------------------------------- DISCLAIMER All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.