Will Gina Kill the Liontown Bid? + The “Value Trap” With NEGATIVE $100m EV?

October 12, 2023 00:34:11
Will Gina Kill the Liontown Bid? + The “Value Trap” With NEGATIVE $100m EV?
Money of Mine
Will Gina Kill the Liontown Bid? + The “Value Trap” With NEGATIVE $100m EV?

Oct 12 2023 | 00:34:11

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Show Notes

We get the ball rolling today with news that Albemarle (ALB) have an additional 7 days to work on their Liontown (LTR) bid whilst we received confirmation Gina now holds 19.9%.

We then took a peek at Delta Lithium (DLI) handy little gold deposit before launching into our opinion of St Barbara’s strategy and incentives, given they bank accounts holds a lousy $240m.

Black Rock Mining (BKT), Lithium Power (LPI) and Wildcat (WC8) all get a mention too with funding, transaction, and drilling updates respectively.

We round off with a quick mention on Azure Minerals (AZS) and a teaser of what we have in store for the Money Miners!

 

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:

Terra Capital – Specialist Investment manager in the natural resources sector

Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more

JP Search – Recruitment specialists for the financial world

K-Drill – Safe, reliable, and productive surface RC drilling

SMEC Power & Technology – Electrical specialists for the mining industry

 

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Chapters:

(0:00) Preview

(0:47) Intro

(3:21) Is Gina going to kill the Liontown takeover?

(5:19) Delta Lithium release handy gold resource

(8:52) St Barbara’s (mis)-aligned incentives + strategy

(23:40) Interpreting Black Rock’s funding update

(25:32) Lithium Power’s rumoured takeover #verified

(26:52) Wildcat release some more drill holes

(30:22) Azure Minerals “cleansing” the market

(32:51) A hint of what’s to come!

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