Buybacks, Cost Curves & Dingo’s Picks

Daniel Dingo Harangozo of Nero Resource Fund is joins us on the mic as we review the big events of the week just gone.

And there's no bigger news that China’s push toward “anti-involution” and what it means for commodity markets. From there, we cover the latest twists in Regis’ M&A hunt and Vault’s decision to buy back up to 10% of its shares.

In Grade Control, we rank Peabody walking from Anglo’s coal deal, the ongoing drama at Resolution Copper, the rocket under rare earths, Kaili’s wild ride, and Endeavour’s strong views on hedging.

On the deal-making front, we break down a wave of capital raisings and Tianqi turning up the heat with JV-partner IGO.


Finally, Dingo shares his picks from the juniors’ end – Black Canyon, Viridis and St Barbara.

Stocks mentioned:
RRL, VAU, BTU.NY, AAL.L, BHP, RIO, KLR, EDV.TO, LIN, ARU, WIA, MAU, IGO, BCA, VMM, SBM


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▶️ CHAPTER TIMESTAMPS

00:00 Introduction
04:24 The Nero investment style
05:47 Chinese Anti-Involution
11:01 Where Opportunities can be Found
14:21 Regis Rumours
20:46 Vault’s Buyback
25:26 Peabody Can Anglo Deal
34:10 Resolution Copper Controversy
36:16 US Mining Policy and Challenges
41:34 Rare Earths Surge
45:02 Endeavor Mining's Hedging Strategy
47:54 Sweet Deals: The Best of this Weeks Raisings
50:47 Miners Leave Australia
58:19 Tianqi Play Hardball with IGO
01:01:52 Hidden Gems and Junior Picks

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All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine are not financial professionals. Money of Mine and our contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. Money of Mine doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of Money of Mine are their opinions only and may contain forward-looking statements that may not eventuate. Please read the full Disclaimer here: https://www.moneyofmine.com/c/privacy...