Скачать или смотреть 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.