About this episode
We’ve got a special episode to share today, full of yarns about all the biggest stories in mining. A recurring deal that’s near and dear to has returned once more… its BHP-Anglo version 2. The lithium market has provided no end of entertainment lately, and the astonishing run up in the stocks got us asking: Where do stocks go from here? Lastly, we’ve attended a number to AGMs this season, so we share our thoughts on the best details & most eye-catching moments, including from MinRes, Deep Yellow, Genesis & Vault Stocks covered: BHP, ALL.L, RIO, TECK.TO, PLS, IGO, LTR, ELV, ALB.NYSE, SQM.NYSE, 9696.HK, 1772.HK, MIN, DYL, GMD, VAU This was recorded on 24.11.2025. …………… TIMESTAMPS (0:00) Intro & Lithium Market(0:20) BHP’s Bid for Anglo(5:30) UK Takeover Rules & Deal Outlook(11:00) Lithium Market Rally(20:40) AGM Season Takeaways(25:50) Gold Companies & Merger Theory(32:30) Closing & Disclaimer…………… Join 15k+ 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?????????????????????????? …………… FOLLOW & CONNECT • YouTube: ?????????????????????????????@MoneyofMine????????????????????????????? • Twitter / X: ?????????????????????????????@moneyofminepod????????????????????????????? • ?????????????????????????????LinkedIn????????????????????????????? | ?????????????????????????
