Buybacks, Cost Curves & Dingo’s Picks

Daniel Dingo Harangozo of Nero Resource Fund is joins us on the mic as we review the big events of the week just gone.

And there's no bigger news that China’s push toward “anti-involution” and what it means for commodity markets. From there, we cover the latest twists in Regis’ M&A hunt and Vault’s decision to buy back up to 10% of its shares.

In Grade Control, we rank Peabody walking from Anglo’s coal deal, the ongoing drama at Resolution Copper, the rocket under rare earths, Kaili’s wild ride, and Endeavour’s strong views on hedging.

On the deal-making front, we break down a wave of capitalraisings and Tianqi turning up the heat with JV-partner IGO.

Finally, Dingo shares his picks from the juniors’ end – Black Canyon, Viridis and St Barbara.

Stocks mentioned:RRL, VAU, BTU.NY, AAL.L, BHP, RIO, KLR, EDV.TO, LIN, ARU, WIA, MAU, IGO, BCA, VMM, SBM

TIMESTAMPS

(00:00) Introduction
(04:24) The Nero investment style
(05:47) Chinese Anti-Involution
(11:01) Where Opportunities can be Found
(14:21) Regis Rumours
(20:46) Vault’s Buyback
(25:26) Peabody Can Anglo Deal
(34:10) Resolution Copper Controversy
(36:16) US Mining Policy and Challenges
(41:34) Rare Earths Surge
(45:02) Endeavor Mining's Hedging Strategy
(47:54) Sweet Deals: The Best of this Weeks Raisings
(50:47) Miners Leave Australia
(58:19) Tianqi Play Hardball with IGO
(01:01:52) Hidden Gems and Junior Picks

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