Bellevue Faces the Music as IGO Braces For the Same
Bellevue (BGL) starts us off today with a hotly anticipated quarterly seeming to meet the markets expectations, followed by IGO who served up a lithium business update just 2 days before their quarterly.
Gold Road (GOR) were next up with a shocker, missing cost guidance with weak CY24 guidance to boot. Staying on the theme of gold, we gave the latest from Tanzania with the Battle for Nyanzaga getting hotter & hotter.
We had to peer into what the progress was at Develop Global (DVP), before touching on two African stories, Sierra Rutile’s (SRX) changing terms leaving them stranded and Chinese infrastructure investment furthering their ties in the DRC.
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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TIMESTAMPS
(0:00:00)Introduction
(0:00:46)How to sleep well at night
(0:03:57)BHP's fiduciary duty
(0:06:29)How did Bellevue face up to expectations?
(0:19:41)IGO address their pricing issues
(0:30:35)More twists in the Battle of Nyanzaga (PRU/ORR/SVM)
(0:37:07)Gold Road get whacked 17%
(0:45:52)Develop Global look to assure the market of their strategy
(0:53:01)Sierra Rutile get their mining agreement pulled