Where mining meets equity markets, and noise gets cut to signal. We unpack the stories moving commodities, companies, and capital without the fluff. Featuring candid conversations with fund managers, executives, and commodity specialists. Hosted by Travis Ricciardo and Jonas Dorling.
Where mining meets equity markets, and noise gets cut to signal. We unpack the stories moving commodities, companies, and capital without the fluff. Featuring candid conversations with fund managers, executives, and commodity specialists. Hosted by Travis Ricciardo and Jonas Dorling.
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:
Sweet or Sour Deal features:
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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