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>Mr. Kerr's focus on resources in Australia and surprises in the industry, including BHP Anglo's moves and Liontown's share value drop</li><li>Corporate governance issues with Andrew Forrest and Fortescue, including concessions on hydrogen targets</li><li>Challenges in the hydrogen and lithium sectors, such as BP's Australian renewable energy hub proposal and Rio Tinto's large investment</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Mr. Kerr's focus on resources in Australia and surprises in the industry, including BHP Anglo's moves and Liontown's share value dropCorporate governance issues with Andrew Forrest and Fortescue, including concessions on hydrogen targetsChallenges in the hydrogen and lithium sectors, such as BP's Australian renewable energy hub proposal and Rio Tinto's large investmentThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Biggest Mining stories of 2024 – AFR’s Peter Ker

<ul><li>De Beers once had a monopoly in the diamond market, but now the industry is more of an oligopoly with major producers controlling a majority of global supply</li><li>Diamonds are non-fungible assets with a complex pricing dynamic due to various categories and qualities</li><li>Most diamonds are sold via contract, leading to less price volatility but allowing miners to adjust supply based on demand fluctuations</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

De Beers once had a monopoly in the diamond market, but now the industry is more of an oligopoly with major producers controlling a majority of global supplyDiamonds are non-fungible assets with a complex pricing dynamic due to various categories and qualitiesMost diamonds are sold via contract, leading to less price volatility but allowing miners to adjust supply based on demand fluctuationsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Do diamond miners have a future? (Paul Zimnisky)

Equity Bottom-Up

<ul><li>Rio Tinto recommended a price of $5.85 on the US stock and $8.60 on the CDIs, totaling about AU$10 billion or US$6.7 billion, with a 90% premium to the undisturbed price</li><li>The deal is all cash and is expected to close in mid-2025, pending various approvals including shareholder and board approval</li><li>Rio Tinto's acquisition of Arcadium is seen as a countercyclical move, paying for optionality and long-term potential rather than immediate returns, reflecting a shift in their M&amp;A strategy.</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 recommended a price of $5.85 on the US stock and $8.60 on the CDIs, totaling about AU$10 billion or US$6.7 billion, with a 90% premium to the undisturbed priceThe deal is all cash and is expected to close in mid-2025, pending various approvals including shareholder and board approvalRio Tinto's acquisition of Arcadium is seen as a countercyclical move, paying for optionality and long-term potential rather than immediate returns, reflecting a shift in their M&amp;A strategy.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

What does Rio’s brine bet mean for spod?

<ul><li>Arcadia's share price soared by 47% following news of potential deal with Rio Tinto</li><li>Rio Tinto confirmed talks with Arcadia for a deal worth $4-6 billion, causing speculation and excitement in the market</li><li>Arcadia, with ten operating sites and diverse lithium operations, is a key player in the lithium industry with significant growth potential.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Arcadia's share price soared by 47% following news of potential deal with Rio TintoRio Tinto confirmed talks with Arcadia for a deal worth $4-6 billion, causing speculation and excitement in the marketArcadia, with ten operating sites and diverse lithium operations, is a key player in the lithium industry with significant growth potential.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

A Message to Rio from an Arcadium Shareholder

<ul><li>UEC acquires Rio Tinto's uranium assets in Wyoming, expanding their production capabilities</li><li>UEC aims to ramp up production to 4 million pounds a year in Wyoming, with additional projects in Texas and the Athabasca basin</li><li>UEC's acquisition and future projects position them as a significant player in the uranium market, with a market cap of $2.5 billion USD</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

UEC acquires Rio Tinto's uranium assets in Wyoming, expanding their production capabilitiesUEC aims to ramp up production to 4 million pounds a year in Wyoming, with additional projects in Texas and the Athabasca basinUEC's acquisition and future projects position them as a significant player in the uranium market, with a market cap of $2.5 billion USDThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

2 Miners Battle Short Reports – Who Wins?

Australia

Rio Tinto Limited is an international mining company.  The Company has interests in mining for aluminum, borax, coal, copper, gold, iron ore, lead, silver, tin, uranium, zinc, titanium dioxide feedstock, diamonds, talc and zircon. Dually-listed company with RIO LN.

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Rio Tinto Ltd (RIO AU)

Biggest Mining stories of 2024 – AFR’s Peter Ker

Mr. Kerr focuses on resources, BHP Anglo makes surprising move in 2024, battery metal slump impacts Lion Town and Nickel West, Minray and Andrew...

Money of Mine

Do diamond miners have a future? (Paul Zimnisky)

The diamond industry transitioned from a monopoly controlled by De Beers to an oligopoly, with pricing complexities and market adjustments still...

Money of Mine

What does Rio’s brine bet mean for spod?

Rio Tinto agrees to acquire Arcadium for $6.7 billion in a cash deal, with a focus on long-term value and securing a position in the cost curve.

Money of Mine

A Message to Rio from an Arcadium Shareholder

Arcadium's share price spiked 47% on rumors of Rio Tinto bid, shareholder expressing concerns over undervaluation, company focusing on growth...

Money of Mine

2 Miners Battle Short Reports – Who Wins?

UEC acquires Rio Tinto's uranium assets in Wyoming and Uranium One's portfolio, recommences production in Wyoming and plans to start production in...

Money of Mine

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