Скачать или смотреть Lithium Mayhem and Mozal Woes (Sam Berridge)

We’ve got a new style of show that we’re pumped to share.

The weekly wrap covering all the big stories in detail plus plenty of highlights. We’ve got analysis, ratings and hot takes. And we're joined by Sam Berridge, Portfolio Manager of the Perennial Natural Resources Trust.

Today’s show gets into the lithium melt-up, South32’s Mozal headache, the cracking Hudbay-Mitsubishi deal as well as touching on Greatland, Stausholm’s farewell tour, the SYA-PLL deal struggle, The Australia Nyrstar rescue, Barrick’s Reko Diq financing & Energy Transition Minerals

Stocks: LTR, MIN, IGO, PLS, S32, HBM.TSE, GGP, RIO, SYA, PLL, B.NYSE, ETM, LZM.NYSE, SMI, BNZ, WTM, CTM, WA1, FAL, ORE, AAL.LSE, BTU.NYSE

Connect with our guest, Sam Berridge:
  / sam-berridge-8150a02a  

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▶️ CHAPTER TIMESTAMPS

00:00 Introduction and New Show Format
01:28 We’ll be at Africa Down Under
03:01 Lithium Market Mayhem
09:05 Government investing in Liontown
14:52 South 32 and Mozal’s Power Woes
23:52 Mitsubishi’s Hudbay deal
32:30 Grade Control: Greatland Guidance
34:18 Jakob Stausholm’s Farewell Tour
36:30 Energy Policy
38:17 Piedmont Shareholder Vote Turnout
40:22 Australia's Nyrstar Bailout
43:59 Barrick's Pursuit of Reko Diq Debt
47:43 60 Minutes Pumping Microcaps…
48:58 Sweet Deal or Sour Deal: Capital Raises, Lifezone and Peabody-Anglo
58:32 Big Brain, Small Brain: Smart and Dumb Moves

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⚠️ 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...