Majors Panic Amid Market Madness (Koala)

This week’s wrap is action-packed, featuring the Koala(@YellowLabLife).

We kick off with his takeaways from Beaver Creek and theWorld Nuclear Association conference – then jump into the froth and speculation sweeping the sector.

Then we dive deeper into debate on the Anglo Teck deal,posing the question, why now?

Grade Control covers:

The US’ plans for a mining fund in JV with Orion
Qatar’s US$500m Ivanhoe investment
BHP’s Saraji South closure
Barrick’s Fourmile PEA numbers

Sweet or Sour Deal features:

Paladin’s $300m raise
Alamos’ US$470m Turkish asset sale
Newmont offloading Coffee to Fuerte

And as always, we finish with some hidden gems.

Stocks mentioned: STN, MUX.NYSE, SRL, DTR, LKY, MP.NYSE, ALL.L, TECK.TO, IVN.TO, BHP, B.NYSE, PDN, AGI.TO, NEM, FMT.V

This was recorded on 18.9.2025.

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TIMESTAMPS

00:00 Preview

00:44 Beaver Creek & World Nuclear Association Takeaways
18:30 Froth and Speculation in the Sector
28:53 Anglo–Teck Deal: Why Now?

41:40 Grade Control
41:40 US-Orion $5B Mining Fund
47:26 Qatar's $500M Ivanhoe Investment
50:27 BHP's Saraji South Closure
56:00 Barrick's Fourmile PEA

1:00:08 Sweet or Sour Deal
1:00:08 Paladin's $300M Raise
1:02:21 Alamos' $470M Turkish Asset Sale
1:04:50 Newmont's Coffee Project Sale

1:11:42 Hidden Gems

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