How is Gwalia Looking in GMD’s Hands? + the Nickel Supply Deficit??

We started today with Trav filling us in on London’s mining community then chatted briefly about how the macro world is impacting miners.

Genesis (GMD) gave their first real update on Gwalia’s performance post-acquisition, followed by Dacian (DCN) getting the go-ahead to mine at Redcliffe.

We chatted through IGO’s view on a potential supply chat for nickel emerging as well as Agrimin (AMN) terminating its deal to scoop up Kalium Lakes’ assets.

Lastly, we touched on Mangis (MNS) and Leo Lithium (LLL) both putting themselves in the ASX’s bad books for varying reasons.

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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Chapters:

(0:00) Preview

(0:31) Intro

(3:22) Trav’s back from London

(6:21) The macro world impacting miners

(10:53) Genesis’ first Gwalia update

(16:27) Dacian’s Redcliffe gets the go ahead

(19:56) The impending nickel supply deficit

(28:09) Agrimin terminates deal to buy Kalium Lakes

(34:11) LLL & MNS in the ASX’s bad books