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

November 28, 2023 01:09:12
The Koala on why Lithium is Iron Ore 20 years ago, how Mining M&A has evolved & overhyped Mining disruptions
Money of Mine
The Koala on why Lithium is Iron Ore 20 years ago, how Mining M&A has evolved & overhyped Mining disruptions

Nov 28 2023 | 01:09:12

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Show Notes

The Mintwit enigma “Koala” (@YellowLabLife) came by for a chat on all things natural resources investing.   In this part 1, we dive into what aspects of natural resources investing really catches the Koala’s eye, how the M&A landscape has evolved in mining, what the pros & cons of being active on twitter are (from an investment standpoint), how the lithium market is developing and why the consensus view on iron ore is wrong.   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.   Thank you to our Podcast Partners:   DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries   Terra Capital – Specialist investment manager in the natural resources sector   McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts   Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities   Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more   KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more   JP Search – Recruitment specialists for the financial world   Brooks Airways – Perth’s leading charter flight operators   K-Drill – Safe, reliable, and productive surface RC drilling   Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group.   Subscribe to our weekly newsletter HOOTEROO HERALD   Follow Money of Mine on YouTube   Follow Money of Mine on Twitter   Follow Money of Mine on LinkedIn   Follow Money of Mine on Instagram   TIMESTAMPS   0:00:00 Preview 0:02:39 Gina needs help breaking Iron Ore 0:07:53 Why Trav and the Koala like Twitter 0:24:54 M&A at the big end of town 0:37:44 Why was Freeport sold? 0:43:05 Reconciling views on trough EBIDTA 0:46:29 WA Lithium

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