Why Mega Deal "GlenTinto" is On (with Koala)

For today’s show we welcome back the Koala.

It’s been a busy period of big announcements on the global mining stage, with Rio’s CEO announcing his resignation, Glencore seemingly prepping for a deal, Harmony Gold bidding for MAC, Adriatic and Dundee appearing on the cusp of a deal, Alphamin outshining Metals X and NexGen highlighting the prospectivity of the Athabasca Basin.

Who better to pick this all apart with?

Find the Koala on Twitter here: https://x.com/YellowLabLife

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TIMESTAMPS

(00:00) Introduction

(01:37) Rio-Glen: Back on?

(03:18) Why Jakob left

(13:20) Is Glencore Desperate?

(20:34) Will GLEN’s weak stock stop a deal

(24:58) The appeal of NexGen

(32:04) Will Harmony have an interloper for MAC

(34:44) The clock ticks for Adriatic - Dundee

(37:11) Alphamin vs Metals X

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