Today we have swapped out JD (who is still enjoying his Melbourne oat lattes) for Alexandra Gelevitis aka Ally G. She brings with her some impressive knowledge of the industry accrued from 5+ years investment banking and we leverage that intellect to take a guess at what the next deals could be in the gold space which is prime for consolidation.
Plus Matty unpacks the announcement that Byrnecut won the Liontown contract (ASX:LTR) and we ask the question if there is a funding gap. And we take a look at the myriad of capital raisings hitting the ASX at 12 month share price lows.
All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.
Thank you to our Podcast Partners:
Terra Capital – Specialist Investment manager in the natural resources sector
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage plus much more
JP Search – Recruitment specialists for the financial world
K-Drill – Safe, reliable, and productive surface RC drilling
Topdrill – Drilling into the future
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(0:00) Preview
(0:41) Introduction
(5:01) Min Res confirmed the buyer of Delta
(7:21) Core Lithium with $100m Raise
(10:58) Nickel Capital Raisings
(11:55) 29M Raise Rumour Retracted
(13:41) Liontown gives job to Byrnecut + funding implications
(24:51) We Speculate on the Gold M&A wave
