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.

Equity Bottom-Up

<ul><li>Rumors of a potential merger between Glencore and Rio Tinto, which would be the largest mining M&amp;A deal ever</li><li>Talks were reported to have occurred in the second half of last year but are not currently active</li><li>Both companies have London listings and did not comment on the rumors, indicating a potential window of no talking due to UK takeover rules</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Rumors of a potential merger between Glencore and Rio Tinto, which would be the largest mining M&amp;A deal everTalks were reported to have occurred in the second half of last year but are not currently activeBoth companies have London listings and did not comment on the rumors, indicating a potential window of no talking due to UK takeover rulesThis 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>Rio Tinto discusses the challenges of M&amp;A deals and the need for synergies to exceed the premium paid.</li><li>Glencore CEO talks about the oversupply in cobalt and copper, but sees potential for upside in pricing as demand grows and supply steadies.</li><li>Mining companies navigating complex market dynamics and strategic decisions amidst changing commodity prices.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Rio Tinto discusses the challenges of M&amp;A deals and the need for synergies to exceed the premium paid.Glencore CEO talks about the oversupply in cobalt and copper, but sees potential for upside in pricing as demand grows and supply steadies.Mining companies navigating complex market dynamics and strategic decisions amidst changing commodity prices.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

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

Switzerland

Glencore Plc is a diversified natural resources company. The Company operates in three groups: Metals and Minerals, Energy Products, and Agricultural Products. Glencore Plc offers its products and services around the world.

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Glencore Plc (GLEN LN)

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

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