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How a Multipolar World Reshapes Mining (Michael Willoughby)

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Manage episode 503106154 series 3359702
Content provided by Mineral Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mineral Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This week we’re joined by Michael Willoughby of Pacific One Capital for the wrap. With his unique experience, Willo is the perfect guest to break down the shifting trends in how miners are getting financed and the geopolitical moves reshaping the sector.

We grade BHP’s attempt to offload Nickel West, WestAfrican’s Burkina challenge, the blistering multiple expansion of mining services stocks, the 20-year anniversary of Shovelanna, and the flood of capital raisings hitting the industry.

We round it out with the best books, pods, and ideas on ourradar.

Stocks covered: FMG, MIN, BHP, WAF, GNG, MAH, PRN, RIO, LYC, CYM, CXO, PEN

……………

TIMESTAMPS

(00:00) Preview and Pre Chat

(03:33) Cost of Capital Conundrum

(12:22) A Multipolar World

(18:06) Capital Formation Implications

(23:15) Financing Structures and Asian Markets

(29:37) Geopolitics

(35:24) Future of Metal Markets

(41:13) Grade Control: BHP, WAF, Mining Services

(54:36) Sweet Deal Sour Deal: CYM, LYC, CXO, PEN

(01:00:01) Hidden Gems: Book and Podcast Recommendations

……………

Join 14k+ subscribers to the ⁠⁠⁠⁠⁠⁠Director’s Special⁠⁠⁠⁠⁠⁠: one daily email with all the news that matters in mining

……………

PARTNERS

Thank you to the mining services businesses that make this content possible:

⁠⁠⁠⁠⁠Axis Mineral Services⁠⁠⁠⁠⁠ – Crushing services for all requirements in mining, milling & civil applications | [email protected]

⁠⁠⁠⁠⁠⁠Sandvik Ground Support⁠⁠⁠⁠⁠⁠ – The only ground support you’ll ever need

⁠⁠⁠⁠Africa Down Under⁠⁠⁠⁠ – Get your tickets for Australia’s premier African-focused conference, running from Sept 3 – 5

⁠⁠⁠⁠⁠Focus by Marketech⁠⁠⁠⁠⁠ – All your mining news and market needs in one powerful platform | ⁠⁠⁠⁠⁠10-day free trial⁠⁠⁠⁠⁠

……………

FOLLOW & CONNECT

• YouTube: ⁠⁠⁠⁠⁠⁠@MoneyofMine⁠⁠⁠⁠⁠⁠

• Twitter / X: ⁠⁠⁠⁠⁠⁠@moneyofminepod⁠⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠

• Travis Ricciardo: ⁠⁠⁠⁠⁠⁠@TRAVmoneyofmine⁠⁠⁠⁠⁠⁠⁠

• Jonas Dorling: ⁠⁠⁠⁠⁠⁠@JDmoneyofmine⁠⁠⁠⁠⁠⁠⁠

• Email us Word on the Decline: [email protected]

……………

JOIN THE GROUP CHAT

• Step 1: Join the ⁠⁠⁠⁠⁠⁠MoneyMiners Facebook Group⁠⁠⁠⁠⁠⁠

• Step 2: Request access to the ⁠⁠⁠⁠⁠⁠HOOTEROO chat⁠⁠⁠⁠⁠⁠

……………

DISCLAIMER

All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our ⁠⁠⁠⁠⁠⁠full disclaimer⁠⁠⁠⁠⁠⁠.

  continue reading

487 episodes

Artwork
iconShare
 
Manage episode 503106154 series 3359702
Content provided by Mineral Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mineral Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This week we’re joined by Michael Willoughby of Pacific One Capital for the wrap. With his unique experience, Willo is the perfect guest to break down the shifting trends in how miners are getting financed and the geopolitical moves reshaping the sector.

We grade BHP’s attempt to offload Nickel West, WestAfrican’s Burkina challenge, the blistering multiple expansion of mining services stocks, the 20-year anniversary of Shovelanna, and the flood of capital raisings hitting the industry.

We round it out with the best books, pods, and ideas on ourradar.

Stocks covered: FMG, MIN, BHP, WAF, GNG, MAH, PRN, RIO, LYC, CYM, CXO, PEN

……………

TIMESTAMPS

(00:00) Preview and Pre Chat

(03:33) Cost of Capital Conundrum

(12:22) A Multipolar World

(18:06) Capital Formation Implications

(23:15) Financing Structures and Asian Markets

(29:37) Geopolitics

(35:24) Future of Metal Markets

(41:13) Grade Control: BHP, WAF, Mining Services

(54:36) Sweet Deal Sour Deal: CYM, LYC, CXO, PEN

(01:00:01) Hidden Gems: Book and Podcast Recommendations

……………

Join 14k+ subscribers to the ⁠⁠⁠⁠⁠⁠Director’s Special⁠⁠⁠⁠⁠⁠: one daily email with all the news that matters in mining

……………

PARTNERS

Thank you to the mining services businesses that make this content possible:

⁠⁠⁠⁠⁠Axis Mineral Services⁠⁠⁠⁠⁠ – Crushing services for all requirements in mining, milling & civil applications | [email protected]

⁠⁠⁠⁠⁠⁠Sandvik Ground Support⁠⁠⁠⁠⁠⁠ – The only ground support you’ll ever need

⁠⁠⁠⁠Africa Down Under⁠⁠⁠⁠ – Get your tickets for Australia’s premier African-focused conference, running from Sept 3 – 5

⁠⁠⁠⁠⁠Focus by Marketech⁠⁠⁠⁠⁠ – All your mining news and market needs in one powerful platform | ⁠⁠⁠⁠⁠10-day free trial⁠⁠⁠⁠⁠

……………

FOLLOW & CONNECT

• YouTube: ⁠⁠⁠⁠⁠⁠@MoneyofMine⁠⁠⁠⁠⁠⁠

• Twitter / X: ⁠⁠⁠⁠⁠⁠@moneyofminepod⁠⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠

• Travis Ricciardo: ⁠⁠⁠⁠⁠⁠@TRAVmoneyofmine⁠⁠⁠⁠⁠⁠⁠

• Jonas Dorling: ⁠⁠⁠⁠⁠⁠@JDmoneyofmine⁠⁠⁠⁠⁠⁠⁠

• Email us Word on the Decline: [email protected]

……………

JOIN THE GROUP CHAT

• Step 1: Join the ⁠⁠⁠⁠⁠⁠MoneyMiners Facebook Group⁠⁠⁠⁠⁠⁠

• Step 2: Request access to the ⁠⁠⁠⁠⁠⁠HOOTEROO chat⁠⁠⁠⁠⁠⁠

……………

DISCLAIMER

All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our ⁠⁠⁠⁠⁠⁠full disclaimer⁠⁠⁠⁠⁠⁠.

  continue reading

487 episodes

All episodes

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