Anglo Teck Mega Merger... and a Retail Revolt Podcast Por capa

Anglo Teck Mega Merger... and a Retail Revolt

Anglo Teck Mega Merger... and a Retail Revolt

Ouça grátis

Ver detalhes do programa

Sobre este áudio

 This week’s wrap is packed – featuring special guest James Nicholls, a resources M&A lawyer with an abundance of deal-making experience. We kick off with the industry’s biggest shake-up in a decade: Teck and Anglo American’s plan to tie the knot – a deal we could spend hours dissecting. From there, James takes us into his sweet spot, unpacking the rise of retail shareholder activism through the lens of Capricorn and Warriedar.Grade Control - BHP & Rio in the wake of the mega-deal - Rio’s challenges with Guinea’s downstream push - Iluka shelving Cataby & SR2 - Genesis’ approval for Tower Hill Sweet & Sour Deals - Jindalee’s SPAC agreement - Alcoa’s cheque for Western Gas - Marimaca’s “non-deal roadshow” - Elemental Royalty & EMX’s merger - New Found Gold’s takeover of Maritime Stocks covered: AAL.L, TECK.TO, BHP, RIO, WA8, CMM, AVL, ILU, GMD, JLL, AAI, MC2, ELE.C, EMX.C, NFG.C, MAE.V Hidden Gems: Grant Williams & Tony Deden Interview This was recorded on 10/9/2025. …………… TIMESTAMPS (00:00) — Teck and Anglo American's Deal  (00:42) — Deal Background & Context  (02:33) — Market Reaction & Synergies  (04:19) — Regulatory Hurdles & Interloper Risk (13:27) — Rise of Retail Shareholder Activism  (13:34) — Background of Capricorn-Warriedar Deal  (14:42) — Retail Shareholder Response  (16:14) — Evolution of Shareholder Activism (35:24) — Grade Control  (35:43) — BHP & Rio in the wake of the mega-deal  (38:23) — Rio’s challenges with Guinea’s downstream push  (40:26) — Iluka shelving Cataby & SR2  (42:33) — Genesis’ approval for Tower Hill (45:54) — Sweet & Sour Deals  (45:54) — Jindalee’s SPAC agreement  (48:18) — Alcoa’s cheque for Western Gas  (50:02) — Marimaca’s “non-deal roadshow”  (51:08) — Elemental Royalty & EMX’s merger  (52:25) — New Found Gold’s takeover of Maritime (54:09) — Hidden Gems …………… 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: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sandvik Ground Support⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ – The only ground support you’ll ever need ⁠⁠⁠⁠⁠⁠⁠⁠⁠Focus by Marketech⁠⁠⁠⁠⁠⁠⁠⁠⁠ – All your mining news and market needs in one powerful platform | ⁠⁠⁠⁠⁠⁠⁠⁠⁠10-day free trial⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠IMARC 2025 ⁠⁠– Sydney, October 21st to 23rd. Get your tickets– investors go free …………… FOLLOW & CONNECT • YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@MoneyofMine⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ • Twitter / X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@moneyofminepod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ • ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ • Travis Ricciardo: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@TRAVmoneyofmine⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ • Jonas Dorling: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@JDmoneyofmine⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ • Email us Word on the Decline: gc@moneyofmine.com …………… 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.
Ainda não há avaliações