Feb. 25, 2024

Who’ll buy Telfer? + Why Alcoa finally bid for Alumina

We’ve got M&A and plenty more potential M&A today. 

Newmont (NEM) announced their intention to sell off sub-tier 1 assets, which led us to picking apart Havieron & Greatland Gold (GGP.lon).

Then the big deal, Alcoa (AA.nyse) announced their plans to eat up JV partner Alumina (AWC) in a long anticipated deal, for $3.3b. 

Lastly, we had a look into Capstone Copper (CSC), pealing back the numbers and trying to understand why the CDI hasn’t got any traction. 

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

(0:01:12)Who else is on the Jeremy Raper list

(0:03:52)Saving the Exploration industry

(0:06:10)What's the future of Greatland gold + Telfer

(0:27:00)Why have Alcoa finally decided to bid for Alumina

(0:40:09)Does Capstone Copper trade attractively?