
Undervalued Copper, Twitter Activism and IperionX with Hank Ruehl
About this episode
We mix things up today with a daily show and interview allin one as we’re joined by Hank Ruehl, who is a natural resource investor through the fund he founded, Sierra Morena Capital.
We dive into the latest escalations in the Rack Attack, withKinterra and CAML falling over for New World, before heading up to Sudbury to take a look at Magna Mining, which has consolidated some forgotten mines.
Next, we unpack the highly dramatic fight for an outcome atTNR Gold, which sits on 2 great royalties. To wrap things up, we peel back the curtain on IperionX, the titanium producer play which is gathering steam in America.
You can connect with Hank Ruehl on Twitter: @HankRuehl
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TIMESTAMPS
(00:00) Introduction
(03:03) The Rack Attack - Update
(07:17) Competitive tension for US assets
(09:35) Value in Magna Mining
(16:56) The draw of restart plays
(19:20) Twitter activism to unlock TNR Gold’s value
(33:38) IperionX – the West’s new titanium champion?
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