Quarterlies are coming thick ‘n’ fast, with Paladin’s big uptick getting us chatting. Have they solved their water challenges? Will the record short interest fall?
Next up we discuss the fascinating news that Saudi state backed group Manara Minerals is looking to take a minority stake in the enormous Reko Diq copper-gold project, which is majority owned by Barrick.
To wrap up we look at Iluka’s troubling “working capital build” and what it really means.
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(0:00:00)Introduction
(0:01:31)Will Paladin meet guidance?
(0:14:12)Big Saudi investment into Pakistan
(0:35:14)Iluka down on quarterly