March 10, 2024

Gold is flying – what M&A is next?

Plenty of news to get the week going, with the gold price flying we rip right into the big movers and speculate on why Spartan (SPR) is doing the publicity rounds.

We then touch on Capricorn Metals (CMM) downpour and hit to production before having a chat about Delta Lithium’s (DLI) farm-in’s as well as Fortescue’s (FMG) farm-in with Magmatic (MAG).

We then had a fascinating chat about what’s going on with copper treatment charges, which hit 14 year lows, as well as Lake Resources (LKE) who are rattling the tin, before rounding off with Calidus’s (CAI) half year books. 

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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(0:00:00)Introduction

(0:01:38)Gold's flying - what M&A is next?

(0:21:33)Will rain hit Capricorn's bottom line?

(0:23:02)Delta Lithium sign multiple farm-in's

(0:27:17)Fortescue sign copper farm in

(0:28:34)Copper treatment charges hit 14 year low

(0:34:55)Lake Resources rattling the tin

(0:38:08)Calidus books highlight fragility