The Largest Acquisition of an Undeveloped Project in Decades

It’s all happening in the mining world.Another c. $2B of Fortescue (FMG) stock traded hands this morning, with fingers pointing at Capital Group again.BHP & Lundin Mining (LUN.TO) are teaming up to take out Filo (FIL.TO), share ownership of Josemaria and take their copper books to the next level.IGO shared their Q4 results and an outlook to FY25, as did Perseus (PRU), while MAC and SFR provided some new copper intercepts to the market.Sign-up for the Director’s Special All informatio...

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.