What Twiggy’s deal tells us about Fortescue

There was plenty of market news that surfaced over the weekend, so we got started highlighting the mining implications, before diving into Bellevue’s quarterly. Next cab off the rank was Fortescue’s acquisition of Red Hawk for about $250m all in, and lastly, we unpacked the consequences on Alphamin from conflict in the DRC. DRC conflict map: https://www.ipisresearch.be/mapping/webmapping/drcongo/v6/?story=mining_and_conflict_2024 Sign-up for the Director’s Special Please rea...

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.