Is Albemarle Bluffing? Chalice Changes, Quarterly Name & Shame

We’re back in the rhythm of the daily news and today we discuss whether we buy Albemarle’s public commentary on cooling M&A aspirations. We unpack our thoughts on Chalice’s Met Update to the market and apparent change in development strategy. We are late to do our usual segment on late quarterlies but just because we were in Sydney doesn’t mean we have forgotten. The companies getting a mention include: LEL, AVZ, NIM, KOR, STA, DRE, HVY, TNC, FFX. We speculate that Reward Mi...

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.