The Koala ventures through the commodity space and Ivanhoe Electric (IE)
The "Koala", a buyside mining and commodity specialist, comes on to discuss the commodity and mining space in general and Ivanhoe Electric (IE) in particular. The Koala's twitter account: https://twitter.com/YellowLabLife Chapters 0:00 Intro 2:55 General mining / commodity sector overview 12:40 The "nothing can get built anymore" moat 18:40 Capital discipline imposed by low multiples 22:00 How Peabody talked their own stock down with growth plans 31:00 What is the market missing on coal? 44:00 Why is Whitehaven still the Koala's coal horse? 49:30 Discussing Ivanhoe Mines history 56:55 Ivanhoe Electrics background 1:00:45 Ivanhoe's Typhoon Technology 1:04:30 Discussing Ivanhoe's mines 1:12:00 How did Ivanhoe find these great mines in the U.S.? 1:15:00 Ivanhoe's cash runway