We’re sharing a chat today that we immensely enjoyedrecording.
Luca Giacovazzi and Joel Turco, who lead Andrew Forrest’s private mining business Wyloo, joined us in the studio to have a conversation on a wide range of experiences, ideas and perspectives.
We reflected on the decision to spend ~$1B buying nickel assets, becoming the 60% owner of the Yangibana rare earth project as well as 20% of Neo Performance Materials, taking a big stake in Greatland Gold when people wouldn’t touch it plus the failed “fill-or-kill” raid on Regis Resources, to touch on just a few of the themes we covered.
Additionally, we brought back the spicy under-rated vs over-rated debate.
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TIMESTAMPS
00:00 Preview
02:24 Luca & Joel on Mom
03:02 Reflecting on adventures in nickel
12:50 Indo + battery shifts
18:36 Making $500m+ in Greatland
35:29 Regis Resources: What could’ve been?
41:21 Yangibana + Neo: A rare earth supply chain?
56:15 How Australia can stay ahead
01:02:28 Is infrastructure the right approach?
01:09:46 Will Big Super buy mines
01:16:30 Getting introspective
01:16:30 Getting introspective
01:19:20 Green premiums
01:24:37 Mines of the future
01:28:54 A Wyloo IPO?
01:33:02 Under-rated vs Over-rated
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