428 Episodes

  1. Joe Lowry on all thing’s lithium (ex-hard rock)! (Part 1)

    Published: 30/11/2023

  2. Shareholder activism, incentive misalignment & how commodity investing has changed with the Koala

    Published: 29/11/2023

  3. The Koala on why Lithium is Iron Ore 20 years ago, how Mining M&A has evolved & overhyped Mining disruptions

    Published: 28/11/2023

  4. African Gold M&A is all GO!

    Published: 27/11/2023

  5. Inside the AVZ Shareholder Vote

    Published: 24/11/2023

  6. OreCorp’s kicker, AGM tricks & the bizarre story behind a WA Lithium hopeful

    Published: 23/11/2023

  7. Copper miners spending up for production + an OreCorp shareholder revolt?

    Published: 22/11/2023

  8. What Could Go Wrong at Liontown + Khoemacau sells for US$2b

    Published: 21/11/2023

  9. Capital raisings, lithium deals and an AGM highlight

    Published: 20/11/2023

  10. Underrated mining businesses, physical uranium or equities & the commodities to be in with Sam Berridge (part 2)

    Published: 17/11/2023

  11. Sam Berridge on the state of the market, China’s retreating influence & the energy setup (Part 1)

    Published: 16/11/2023

  12. Glencore buys Teck’s met coal assets while Atlantic Lithium bounces takeover

    Published: 15/11/2023

  13. More Azure Suitors? + Who’s getting the better deal: Allkem or Livent

    Published: 14/11/2023

  14. Delta Rattling the Tin for $70m + Why First Quantum’s Stock has Halved

    Published: 13/11/2023

  15. NexGen receives local Environmental Approvals while Pantoro is handed a Lifeline

    Published: 10/11/2023

  16. WIIILDCAT Rattles the Tin and Sayona’s “Strategic Review” Déjà vu?

    Published: 9/11/2023

  17. Is Activism Brewing at Delta Lithium? New Heights for WA1 & Private Equity Turns to PNG Lime!?

    Published: 8/11/2023

  18. Is Albemarle Bluffing? Chalice Changes, Quarterly Name & Shame

    Published: 7/11/2023

  19. Why is MinRes Buying AZS to $4? Strickland and Wildcat’s Drillbit Success

    Published: 6/11/2023

  20. When Will the Copper Shortage We All Hear About Happen? With Ben Hooper

    Published: 3/11/2023

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An ex-underground miner, a couple of ex-investment bankers, and an ex-equity research guy breaking down the mining news that matters in markets. It's a bit of entertainment, information, and occasionally some alpha.