Ellison In, Flanagan Out at Delta Lithium – we Connect the Dots!

September 12, 2023 00:42:59
Ellison In, Flanagan Out at Delta Lithium – we Connect the Dots!
Money of Mine
Ellison In, Flanagan Out at Delta Lithium – we Connect the Dots!

Sep 12 2023 | 00:42:59

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Show Notes

There were multiple fascinating stories for us to pick apart today.

 

First up, the big news of the day was at Delta Lithium (DLI), with their largest shareholder Mineral Resources (MIN) having inserted two people onto the board and David Flanagan leaving the company.

 

We received confirmation that Gina has picked up a stake of slightly under 8% in Liontown (LTR), which spurred a lithium consolidation debate.

 

Develop (DVP) caught our eye with a mine plan study for Woodlawn whilst we rounded off a good day with Predictive Discovery (PDI) releasing some results from their chunky Bankan gold project in Guinea!

 

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Timestamps

 

(0:00) Preview

(0:58) Intro

(3:22) Unpacking the changes at Delta Lithium!

(21:56) Gina confirmed as ~8% holder of Liontown

(29:10) Develop outlines its plans for Woodlawn

(35:24) When will West African stocks be attractive again?

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