There was plenty of market news that surfaced over the weekend, so we got started highlighting the mining implications, before diving into Bellevue’s quarterly.
Next cab off the rank was Fortescue’s acquisition of Red Hawk for about $250m all in, and lastly, we unpacked the consequences on Alphamin from conflict in the DRC.
DRC conflict map: https://www.ipisresearch.be/mapping/webmapping/drcongo/v6/?story=mining_and_conflict_2024
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(0:00:00)Introduction
(0:01:36)U Stocks bloodbath
(0:06:19)Bellevue…the polarising stock
(0:25:06)FMG doing M&A
(0:43:55)Unrest in the DRC
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