Westgold (WGX) gets us started as they bed down the Karora merger, before we continue with the gold theme with Pantoro (PNR).
Next, we chat about NSW producer Alkane (ALK), and finally we discuss the big move in the global bauxite market after events in world’s biggest producing country, Guinea.
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(0:00:00)Introduction
(0:01:21)Where Westgold's cash gone?
(0:13:13)Pantoro adding a little bit of free cash
(0:22:50)Alkane flying under the radar?
(0:32:42)Guinea bauxite bombshell