About this episode
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:The US’ plans for a mining fund in JV with OrionQatar’s US$500m Ivanhoe investmentBHP’s Saraji South closureBarrick’s Fourmile PEA numbers Sweet or Sour Deal features: Paladin’s $300m raiseAlamos’ US$470m Turkish asset saleNewmont offloading Coffee to FuerteAnd 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. …………… 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 PEA1:00:08 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 …………… 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?????????????? • Twi
