April 30, 2024

Copper contenders vs. pretenders

We spoke about IGO’s numbers, Sandfire’s hiccup, Azure’s FIRB approval, activism at Karoon, Ravensthorpe shutting down, Tietto’s board changing their mind, MAC’s CSA opaque reporting, Cyprium trying to turn around Nifty and Aeris’ copper torque.

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(0:00:00)Introduction

(0:01:38)Did IGO improve?

(0:07:15)Sandfire's paste problems

(0:08:27)Ravensthorpe Nickel shutting down

(0:10:26)Azure FIRB approval

(0:11:48)Tietto's change of heart

(0:15:07)Karoon activism

(0:20:43)MAC's opaque reporting

(0:32:08)Will Nifty work?

(0:39:14)Aeris - Copper torque