
Iron Ore Top Dogs Argue About Who is #1
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Sobre este áudio
This week, we hit the Fin’s Mining Summit and rubbedshoulders with the who’s who of Australia’s mining elite.
We decide to break down the big themes everyone’s debating — who’s really top dog in iron ore, which miners should do a copper deal, how to make Australia #1 in mining as well as plenty of cracking one-liners.
Plus, Adriatic Metals lit up the market after revealing talkswith Dundee Precious, so naturally, we ripped into who likely leaked it, why, and what will come next.
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TIMESTAMPS
(00:00) Introduction
(00:52) Hot Takes from the Mining Summit
(04:49) BHP vs FMG showdown
(06:32) John Welborn Jokes and g eopolitical risk
(10:47) Why the room stops when Jake Klein talks
(12:40) The case for M&A
(16:09) Are copper plays cheap?
(19:49) Lynas crack China with first heavy RE production
(22:14) How to make Australia #1
(28:31) Adriatic and Dundee Precious Metals deal talk
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