Commodities Crunch Time – What’s Hot & What’s Not!
Money of Mine is back!
We’ve got a massive first episode of 2024 for the Money Miners.
First up we get into the big commodity price movements and importantly what impacts this has had on operations across the country. We’re talking nickel, lithium and uranium.
Alcoa made some waves last week with the curtailment of their Kwinana operations which we breakdown, as well as the related implications for WA onshore gas. Pilbara Minerals we’re next up with their offtake agreement expansion with Ganfeng plus we couldn’t help but discuss the huge short position on the company.
We then spoke about a couple hot IPO’s that caught our eye before diving into everything else that’s been on our radar, including: CZR’s Robe Mesa sale, G1A’s strategic review, ASIC’s new balance sheet focus, Codelco’s bad year, Telfer going on hold, Endeavour booting their CEO, Santos’ court win & SilverCorp’s renewed OreCorp takeover attempt.
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:
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(0:00:00) Introduction
(0:01:14) How companies can get better investor engagement
(0:03:30) Commodity price movements
(0:04:01) Nickel operations hit hard times
(0:09:47) Lithium prices falling like a stone
(0:14:45) Uranium on fire
(0:20:36) Alcoa turns off Kwinana refinery
(0:24:01) WA domestic gas implications
(0:25:28) Pilbara Minerals MUCH anticipated quarterly
(0:30:02) Is the IPO window open?
(0:41:13) The Round Up: CZR, G1A, ASIC, Codelco, Telfer, Endeavour, STO & ORR