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>The Lundin family has a long history in the mining industry, with a focus on creating long-term value through exploration, building, and production.</li><li>They prioritize shareholder and stakeholder value, with a commitment to being responsible owners and staying invested in their projects until they see returns.</li><li>They emphasize the importance of enduring assets that can withstand multiple market cycles and provide opportunities for long-term success in the mining industry.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Lundin family has a long history in the mining industry, with a focus on creating long-term value through exploration, building, and production.They prioritize shareholder and stakeholder value, with a commitment to being responsible owners and staying invested in their projects until they see returns.They emphasize the importance of enduring assets that can withstand multiple market cycles and provide opportunities for long-term success in the mining industry.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>China announces bolder stimulus for 2025, signaling more rate cuts and commodity prices surge</li><li>Lundin Mining sells assets to focus on Vicuna project, raising questions on copper and zinc market dynamics</li><li>Boliden acquires assets from Lundin, strengthening their position in the copper and zinc markets</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

China announces bolder stimulus for 2025, signaling more rate cuts and commodity prices surgeLundin Mining sells assets to focus on Vicuna project, raising questions on copper and zinc market dynamicsBoliden acquires assets from Lundin, strengthening their position in the copper and zinc marketsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

<ul><li>BHP bullish on copper, bearish on iron ore due to buying Filo with Lundeens</li><li>FMG share price down nearly 40% with export volumes shrinking and rising costs in WA operations</li><li>Iron ore prices break below $100/ton for the first time in a while, China steelmaker Jiangsu DeLong facing counterparty risk and property market struggles due to lack of demand and unfinished projects</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

BHP bullish on copper, bearish on iron ore due to buying Filo with LundeensFMG share price down nearly 40% with export volumes shrinking and rising costs in WA operationsIron ore prices break below $100/ton for the first time in a while, China steelmaker Jiangsu DeLong facing counterparty risk and property market struggles due to lack of demand and unfinished projectsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Largest Acquisition of an Undeveloped Project in Decades

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.

Canada

Lundin Mining Corporation is a diversified base metals mining company with operations in Chile, Portugal, Sweden, Spain and the United States, producing copper, zinc, lead and nickel. The Company holds interest in the Tenke Fungurume copper/cobalt mine in the Democratic Republic of Congo and a cobalt refinery located in Kokkola, Finland.

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Lundin Mining (LUN CN)

The Lundin Legacy (Adam & Jack Lundin)

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$1.5B for a 4th Quartile Mine?

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The Largest Acquisition of an Undeveloped Project in Decades

BHP bullish on copper but bearish on iron ore, FMG experiencing block trades and share price decrease, uncertainty in future projects and executive...

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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

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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...

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