Gina’s Liontown Stake Climbs while MinRes Fill the Coffers

We had a big news day, though we were left with plenty of questions. MinRes (MIN) announced plans for a US$850m debt offering to fill the coffers, whilst Gina’s stake of lithium developer Liontown (LTR) rose to 10.7%. We had a yarn about the sorry stake of the zinc market resulting in the unfortunate decision some miners are having to make, putting their assets of care and maintenance. Black Cat (BC8) revealed a funding plan for Paulsens restart while Strandline (STA) cha...

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.