For our final episode of 2023, we had the great opportunity to chat with two journalists whose work we’ve followed for a long time.
Peter Ker has covered the resources sector for the Fin for over a decade while Anthony Macdonald wrote under the Street Talk banner until this year, when he became a Chanticleer columnist. The duo has a wealth of experience covering M&A, natural resources companies and plenty more.
A big shoutout to all the Money Miners who’ve tuned in this year, we massively appreciate it and are looking forward to 2024, Hooteroo!
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.
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Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities
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TIMESTAMPS
(0:00:00) Introduction
(0:01:35) Money of Mine's very first episode
(0:03:42) Flying over for an East Coast trip
(0:05:43) Making a schmick decline
(0:07:48) Anthony Macdonald + Peter Ker on MoM
(0:09:18) Geopolitics: The IRA & beyond
(0:17:34) The profitless boom
(0:18:50) Baffling Biollionaire behaviour
(0:23:22) Where is China going?
(0:25:01) ESG investing in review
(0:30:31) Deal themes: Blocking stakes
(0:35:17) The impact of Super Funds
(0:41:38) Big M&A: Newmont + Newcrest
(0:47:25) Will BHP make Olympic Dam work with Oz Minerals assets?
(0:50:32) Santos + Woodside: Will it happen?
(0:54:02) Looking forward: Inflation + interest rates
(0:55:10) Will capital markets feed into developers/explorers?
(0:56:43) Will Labor go pro-Uranium?
(0:58:28) Reversion to the mean for mid-caps?
