Money of Mine Iron Ore Top Dogs Argue About Who is #1
This week, we hit the Fin’s Mining Summit and rubbedshoulders with the who’s who of Australia’s mining elite.
We decide to break down the big themes everyone’s debating — who’s really top dog in iron ore, which miners should do a copper deal, how to make Australia #1 in mining as well as plenty of cracking one-liners.
Plus, Adriatic Metals lit up the market after revealing talkswith Dundee Precious, so naturally, we ripped into who likely leaked it, why, and what will come next.
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TIMESTAMPS
(00:00) Introduction
(00:52) Hot Takes from the Mining Summit
(04:49) BHP vs FMG showdown
(06:32) John Welborn Jokes and g eopolitical risk
(10:47) Why the room stops when Jake Klein talks
(12:40) The case for M&A
(16:09) Are copper plays cheap?
(19:49) Lynas crack China with first heavy RE production
(22:14) How to make Australia #1
(28:31) Adriatic and Dundee Precious Metals deal talk
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