We kickstart the show looking to identify the seller of over $1b of FMG stock.
Then, it’s a dive into Niger to get up to see on how geopolitical events are shaping European uranium demand, before we pick apart Beach Energy’s (BPT) new direction.
Lastly, we discuss three open pit gold projects (GMD, AUC, SGD.t) and see how each stacks up.
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(0:00:00)Introduction
(0:01:53)Who's dumping FMG?
(0:05:21)How Niger is shaping uranium demand
(0:24:46)Are Beach on the right track?
(0:37:52)Comparing Genesis, Ausgold & Snowline Gold