Jan. 19, 2024

Who Printed Nearly $500m this Quarter? + ASX’s Most Shorted Stocks

We get our final show of the week off to a start discussing the big movements in the industry this past week, before touching on how this is reflected in the ASX’s biggest short positions.

Then we dissected about Yancoal (YAL) who continue to print cash from their east cost operations as well as Whitehaven (WHC) who shed a bit more colour on the Blackwater & Daunia acquisitions amongst other details.

Our final two segments took us to Africa, where we discussed the latest news on Leo Lithium (LLL), direct out of China, plus Piedmont’s (PLL) sell down of their Atlantic Lithium (A11) stake.

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

(0:02:49)Next site visit

(0:06:21)What's happening in the mining industry

(0:12:44)Who are the most shorted ASX stocks?

(0:13:16)Which company printed $477m in free cash flow?

(0:15:19)Will Whitehaven's acquisition crunch them?

(0:20:00)Leo Lithium's latest sell down of Goulamina

(0:30:14)Are Piedmont Lithium in cash trouble (A11 share sell down)