Money of Mine We Predict the next Wave of Gold M&A, Does Liontown have a Funding Gap?
6 snips
Aug 17, 2023 Special guest Alexandra Gelevitis, 5+ years investment banking, joins the hosts to discuss potential gold industry deals. They also unpack the Liontown contract and funding gap, and analyze capital raisings hitting the ASX. They explore challenges in mining project development, constraints in the gold market, and the promising Murchison Minajatua project. Lastly, they speculate on gold mergers, acquisitions, and the possibility of another metal entering the sector.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 3min
Confirmation of Minres as Buyer of Delta Lithium Shares and Upcoming Shareholder Meeting
02:53 • 3min
Discussing the Approval of Listing Reset and Equity Raises in the Nickel World
06:19 • 6min
Analysis of 29 Medals' Funding Situation and Burncut's Underground Contract
12:08 • 4min
Challenges of Mining Project Development and Operations
15:55 • 13min
Challenges and Constraints in the Gold Market
28:45 • 20min
Murchison Minajatua: A Promising Project
48:44 • 14min
Predictions and Speculation on Gold Mergers and Acquisitions
01:02:30 • 3min