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.

Commodities

<ul><li>Recent changes in Canada's M&amp;A rules have restricted critical metal companies from selling to Chinese investors</li><li>Chinese investors have played a key role in funding the exploration and development of copper porphyries, which are vital for global production</li><li>The uncertainty caused by these rules may lead companies to relocate outside of Canada, potentially harming the country's mining industry and economy</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Recent changes in Canada's M&amp;A rules have restricted critical metal companies from selling to Chinese investorsChinese investors have played a key role in funding the exploration and development of copper porphyries, which are vital for global productionThe uncertainty caused by these rules may lead companies to relocate outside of Canada, potentially harming the country's mining industry and economyThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Warren Irwin on Uranium, Canada & Contrarian Opportunities

<ul><li>BHP and Lundin rumored to be considering a joint bid for Filo Mining in the Vicuna district, an emerging copper super district in Chile and Argentina.</li><li>Lundin Mining owns the most advanced project, Jose Maria, in the region which is permitted and fid ready.</li><li>Argentina now has a supportive business regime, making it an optimal time for development in the region. Lundin Group retains a 33% stake in Filo while BHP owns a 6% stake.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

BHP and Lundin rumored to be considering a joint bid for Filo Mining in the Vicuna district, an emerging copper super district in Chile and Argentina.Lundin Mining owns the most advanced project, Jose Maria, in the region which is permitted and fid ready.Argentina now has a supportive business regime, making it an optimal time for development in the region. Lundin Group retains a 33% stake in Filo while BHP owns a 6% stake.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Thematic (Sector/Industry)

<ul><li>News out of Kazakhstan regarding increased mineral extraction tax for uranium mining</li><li>Impact on global uranium supply and term pricing</li><li>Uranium equities in Australia experiencing significant price increase</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

News out of Kazakhstan regarding increased mineral extraction tax for uranium miningImpact on global uranium supply and term pricingUranium equities in Australia experiencing significant price increaseThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

Shenton Research

Shenton Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of Aug 28th (reported today). The aggregated short interest was USD50.8bn.</li>
<li>We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in Steadfast, Brambles, Worley, Transurban, Charter Hall.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Aug 28th (reported today). The aggregated short interest was USD50.8bn.
We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in Steadfast, Brambles, Worley, Transurban, Charter Hall.


ASX Short Interest Weekly (Aug 28th): Steadfast, Brambles, Worley, Transurban, Charter Hall

<ul>
<li>We analysed the earning revision of component stocks of MS-Australia in the past month.</li>
<li>We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.</li>
<li>We highlighted EPS revision on ANZ, CAR, Fortescue, Pro Medicus, BHP, Vicinity Centres Re, Cochlear.</li>
</ul>


We analysed the earning revision of component stocks of MS-Australia in the past month.
We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.
We highlighted EPS revision on ANZ, CAR, Fortescue, Pro Medicus, BHP, Vicinity Centres Re, Cochlear.


MS-Australia Index Earning Revision (Aug): ANZ, CAR, Fortescue, Pro Medicus, BHP, Cochlear

Australia

BHP is an Australian multinational mining and metals company that extracts, processes, and markets iron ore, copper, and metallurgical coal, and is developing a potash business. It is one of the world's largest mining companies by market capitalization. The company was founded in August 1885 and is headquartered in Melbourne, Australia.

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BHP (BHP LN)

Warren Irwin on Uranium, Canada & Contrarian Opportunities

Overall, the global outlook for the natural resource industry, particularly in Canada, is being impacted by resource nationalism and M&A rules

Money of Mine

Mega Copper M&A Manoeuvres

BHP and Lundin may team up for a joint bid on Filo Mining, driving up Filo's share price as the Vicuna district in Argentina proves to be a...

Money of Mine

Uranium Stocks Surge on Kazakh Taxes

Kazakhstan increases uranium mining tax, impacting global supply and pricing, leading to surging Australian uranium equities and a decline in...

Money of Mine

ASX Short Interest Weekly (Aug 28th): Steadfast, Brambles, Worley, Transurban, Charter Hall

We analyzed ASX short interest report for the past week and highlight short interest changes in Steadfast, Brambles, Worley, Transurban, Charter Hall.

Ke Yan, CFA, FRM

MS-Australia Index Earning Revision (Aug): ANZ, CAR, Fortescue, Pro Medicus, BHP, Cochlear

We analyzed MS-Australia's consensus for Aug 2026 and highlighted changes of EPS in ANZ, CAR, Fortescue, Pro Medicus, BHP, Vicinity Centres Re,...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)