BHP eye off Anglo American. Wow.
We also got round to chatting about Chalice’s (CHN) bizarre buying in Encounter (ENR) stock, Lynas’s (LYC) cost blowout at Kalgoorlie, Metals X’s (MLX) disappointing quarter of production and Equinox (EQX.nyse) scooping up the other 40%-stake in the big Greenstone mine.
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(0:00:00)Introduction
(0:02:00)BHP eye off BIG swing for Anglo
(0:36:55)Chalice pop up on Encounter's register
(0:40:40)Lynas' up Kaloorglie capex… again
(0:43:32)Metals X disappoint the barrons
(0:46:03)Equinox pay US$1b for Greenstone remainder