We kick off the show with a chat about the ~$270m block trade in Pilbara Minerals, with Ganfeng said to be involved, before jumping into Xanadu Mines and their big copper play in Mongolia. To wrap up we touch on the Paladin – Fission Uranium deal which is stalling at the final hurdle.
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(0:00:00)Introduction
(0:01:33)Is Ganfeng bearish PLS?
(0:16:31)Should we get interested in Xanadu?
(0:38:14)Will PDN-FCU fall at the last hurdle