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Aug 2023
35m 23s

Which Commodity is made from Bird POO?

Mineral Media
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Aug 22
Weekly Wrap + The Canyon Conspiracy
We spent the week pulling apart Canyon Resources, and what came out is the sort of story that should worry anyone who has ever held a minority stake in a single asset developer. A billion tonne bauxite project in Cameroon, a fully funded announcement, and then $170m of equity at ... Show More
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Aug 18
Six Opinions, Five Geologists
A few beers with a geologist (Alexander Zanier) turned into a wide-ranging conversation on exploration, investing and the people behind the mining industry.We talk about what separates great geologists from average ones, why some juniors waste capital, where the next discoveries ... Show More
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Everything in Resources Is Cheap (Rob Mullin)
Rob Mullin returns, a year on from his last visit. The founder and CIO of Marathon Resource Advisors in San Francisco has been investing in natural resources since the early 1990s, running a long short book built around cash flow and dividends rather than stories.We check in on t ... Show More
1h 1m
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