$1.5B for a 4th Quartile Mine?

First up today we briefly discuss the latest China news that has lit up the miners, followed by a dive into the Lundin asset sale to Boliden. We then cover two stories, both involving commodity trader Trafigura, with Boab Metals signing a prepayment and offtake deal and Develop finalising their facility. Chapters: (0:00:00) Introduction (0:00:55) China stimmy moves markets (0:02:27) Boliden buys Lundin's Copper & Zinc mines (0:23:31) Boab gets money from Trafigura (0:32:15) Develo...

Om Podcasten

An ex-underground miner, a couple of ex-investment bankers, and an ex-equity research guy breaking down the mining news that matters in markets. It's a bit of entertainment, information, and occasionally some alpha.