Lithium Mayhem and Mozal Woes (Sam Berridge)

We’ve got a new style of show that we’re pumped to share.

The weekly wrap covering all the big stories in detail plus plenty highlights. We’ve got analysis, ratings and hot takes. And we're joined by Sam Berridge, Portfolio Manager of the Perennial Natural Resources Trust.

Today’s show gets into the lithium melt-up, South32’s Mozalheadache, the cracking Hudbay-Mitsubishi deal as well as touching on Greatland, Stausholm’s farewell tour, the SYA-PLL deal struggle, Australia's Nyrstar rescue, Barrick’s Reko Diq financing & Energy Transition Minerals

Stocks: LTR, MIN, IGO, PLS, S32, HBM.TSE, GGP, RIO, SYA,PLL, B.NYSE, ETM, LZM.NYSE, SMI, BNZ, WTM, CTM, WA1, FAL, AAL.LSE, BTU.NYSE……………

TIMESTAMPS

(00:00) Introduction and New Show Format
(01:28) We’ll be at Africa Down Under
(03:01) Lithium Market Mayhem
(09:05) Government investing in Liontown
(14:52) South 32 and Mozal’s Power Woes
(23:52) Mitsubishi’s Hudbay deal
(32:30) Grade Control: Greatland Guidance
(34:18) Jakob Stausholm’s Farewell Tour
(36:30) Energy Policy
(38:17) Piedmont Shareholder Vote Turnout
(40:22) Australia's Nyrstar Bailout
(43:59) Barrick's Pursuit of Reko Diq Debt
(47:43) 60 Minutes Pumping Microcaps…
(48:58) Sweet Deal or Sour Deal: Capital Raises, Lifezone and Peabody-Anglo
(58:32) Big Brain, Small Brain: Smart and Dumb Moves

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