A Junior with $56m and Raring to Go, While China’s Economy Sends Shivers

The world of commodities served up a broad range of news for us to talk about today, covering many corners of the globe. We start with a bit of macro on the potential implications of China’s slowing property market & broader economy, before smoothly segueing into the latest update from the world’s biggest miner, BHP. Allkem (AKE) then caught our eye with a strong focus in their annual results on Western Australia, somewhat contrary to expectations. We save a deep dive...

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.