Did BHP Blow $10B Buying Oz?

We dive straight into the Big Australian’s numbers, specifically honing in on BHP’s action in South Australian Copper and asking the question: How much have they blown? Next up we discussed the passionately supported Adriatic Metals, who yet again are out raising capital. Lastly, we give a brief prelude to the half-year results of MinRes. Chapters: (0:00:00) Joke of the year (0:02:14) Reflecting on BHP's OZ acquisition (0:13:48) US dollar strength for M&A (0:17:25) What to make of...

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.