Money of Mine
Money of Mine
Shareholder activism, incentive misalignment & how commodity investing has changed with the Koala
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Part 2 of our chat with the Koala!

 

In this part we delved into what makes an attractive Tier 1 & why majors sell them, whether a metal price bifurcation (on production standards) is realistic, the evolution of the mining buy-side, shareholder activism, (misaligned) incentives as well as our favourite, a punchy under-rated vs over-rated section.

 

All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.

 

Thank you to our Podcast Partners:

 

DSI Underground – Supplier of Ground Support Products to the Mining and Tunnelling industries

 

Terra Capital – Specialist investment manager in the natural resources sector

 

McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts

 

Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities

 

Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more

 

KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more

 

JP Search – Recruitment specialists for the financial world

 

Brooks Airways – Perth’s leading charter flight operators

 

K-Drill – Safe, reliable, and productive surface RC drilling

 

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TIMESTAMPS

 

(0:00:00) Introduction

(0:03:13) How real is DLE?

(0:08:37) Metal Price Bifurcation

(0:16:42) Shareholder Activism

(0:22:23) Whitehaven alignment

(0:33:02) BHP growth

(0:45:42) Is the Copper boom going to happen?

(0:47:01) The Koala on the Banking hampster wheel

(1:03:41) Over Rated – Under Rated

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