Breaking Down the Mining News of the Day, Money of Mine

Money of Mine

Breaking Down the Mining News of the Day

An ex-underground miner, an ex-investment banker, and an ex-equity research guy breaking down the mining news of the day. It's a bit of entertainment, information, and occasionally some alpha.

Thematic (Sector/Industry)

<ul><li>Switching to contrarian investments in commodities that are currently out of favor such as coal and lithium</li><li>Strategy involves looking for companies with large, low cost sources of supply and positioning for long-term potential</li><li>Portfolio approach taken to invest in a few select names in the commodity sector, with a focus on companies with potential for future growth and value upside</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Switching to contrarian investments in commodities that are currently out of favor such as coal and lithiumStrategy involves looking for companies with large, low cost sources of supply and positioning for long-term potentialPortfolio approach taken to invest in a few select names in the commodity sector, with a focus on companies with potential for future growth and value upsideThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Contrarian Bets: Brian Laks on Lithium, Coal & Uranium

<ul><li>Over 90 resources companies released their quarterly reports on the last day of July, representing 15-20% of ASX-listed resources companies</li><li>Companies such as MC Mining, Bastion Minerals, and QX Resources reported financial struggles and cash balance concerns</li><li>Some companies, like Forrestania and African Gold, disclosed significant expenses on staff, admin, and related party transactions, raising questions about financial management and transparency.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Over 90 resources companies released their quarterly reports on the last day of July, representing 15-20% of ASX-listed resources companiesCompanies such as MC Mining, Bastion Minerals, and QX Resources reported financial struggles and cash balance concernsSome companies, like Forrestania and African Gold, disclosed significant expenses on staff, admin, and related party transactions, raising questions about financial management and transparency.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast by S&P analysing commodity market trends, Commodities Focus

Commodities Focus

Podcast by S&P analysing commodity market trends

S&P Global Commodity Insights analysis of key news and pricing issues from across the global shipping, natural gas, power, petrochemicals, agriculture, and coal markets.

<ul><li>Developers scrambled to advertise projects to potential investors in the US between 2021-2023</li><li>Prices for lithium reached all time highs due to impact of COVID on supply chains</li><li>Prices have since plunged nearing a three-year low, causing uncertainty for companies with viable projects and automakers scaling back EV production forecasts</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Developers scrambled to advertise projects to potential investors in the US between 2021-2023Prices for lithium reached all time highs due to impact of COVID on supply chainsPrices have since plunged nearing a three-year low, causing uncertainty for companies with viable projects and automakers scaling back EV production forecastsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Lithium producers pump brakes on North American projects amid low prices

United States

Albemarle Corporation produces specialty and fine chemicals.  The Company's chemicals are additives to or intermediates for plastics, polymers and elastomers, cleaning products, agricultural compounds, pharmaceuticals, photographic chemicals, drilling compounds, and biocides.  Albemarle produces the majority of its products in the United States.

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Albemarle Corp (ALB US)

Contrarian Bets: Brian Laks on Lithium, Coal & Uranium

The speaker discusses their research on changing commodity markets, focusing on areas like gold and metals while considering opportunities in coal...

Money of Mine

Albemarle’s BIG Failure

Many resources companies reported low cash balances, high debts, and significant outflows in their quarterly reports released on the last day of July.

Money of Mine

Lithium producers pump brakes on North American projects amid low prices

Prices have since plunged nearing a three-year low, causing uncertainty for companies with viable projects and automakers scaling back EV...

Commodities Focus

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