About this episode
On this week Weekly Wrap, we’re joined by Gold Road CEO Duncan Gibbs, as he puts the finals touches on the company’s $3.8B takeover by Gold Fields. We discuss the journey and get the inside details of the takeover, before moving into a general gold chat, putting some of the junior flyers under the microscope. The conversation moves to the huge moves we’ve seen from the US government, from “re-negotiating” their Lithium Americas deal to signing offtake with US Antimony Corp. Grade Control covers: • Hudbay’s Constancia going on ice • The potential rescue package for Glencore’s Queensland Copper • MinRes’ great debt refinancing Sweet & Sour Deal touches on: • Vox’s deal with Deterra • Lynas taking all SPP applications • Merdeka Gold’s flying start to public life • Canyon’s bumper raise • RareX’s equity facility Stocks mentioned: GOR, GFI.NYSE, DEG, YRL, SMI, FAL, LAC.NYSE, UAMY.NYSE, HBM.TO, GLEN.L, MIN, DRR, VOXR.TO, LYC, NEO.TO, MDKA.IDX, CAY, REE Hidden Gems: • Jeff Spirek’s LinkedIn post This was recorded on 26.9.2025.....……… TIMESTAMPS (00:00) Introduction (02:57) Reflections on Gold Road's Acquisition (04:09) Inside the Takeover (12:49) De Grey: Missed M&A? (13:30) Equinox Gold: Greenstone JV Reflections (13:51) Shareholder Dynamics and Activism? (18:34) Did De Grey takeover get close? (21:30) Duncan’s views on specific gold juniors: #1 YRL (23:59) #2 Santana - SMI(24:41) Jake Klein’s Federation Strategy: Siren Gold, RUA Gold, OceanaGold? (26:09) US Government Moves on Miners (26:54) Lithium Americas & MP Materials: US Policy Shifts (26:54) US Antimony Corp: Strategic Stockpiles (36:10) Grade Control (37:03) Hudbay Minerals: Constancia Down (39:32) Glencore: Mount Isa Bailout Pending (44:51) MinRes & Nickel Industries: Refinancing Success (47:04) Sweet Deal / Sour Deal (47:43) Deterra Royalties Sells gold assets to Vox (49:08) Lynas takes every penny, to buy what? (51:33) Merdeka Gold IPO limit up (53:19) Canyon & RareX: Capital raises (55:56) Hidden Gems …………… Join 14k+ subscribers to the ????????????????Director’s Special????????????????: one daily email with all the news that matters in mining ……………
