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

We’re sharing a chat today that we immensely enjoyed recording.

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.


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▶️ CHAPTER 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

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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...