Quick fire + Jake Klein on China, McPhillamys and M&A

Today’s show includes a recap of the interesting details from this morning’s announcements, including Sayona Lithium, Northern Star, Metals X, & Antipa.

Then, we share a chat we had with Jake Klein on the topics of regulatory challenges in Australia, our relationship with China plus M&A in the gold sector.

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(0:00:00)Introduction

(0:01:20)Did Sayona really make money?

(0:02:59)Will NST's hedgebook hurt them

(0:07:28)Metals X's wild multiple

(0:11:15)AZY re-run Minyari numbers

(0:16:24)Jake Klein on permits, China + M&A