Breaking Down the Mining News of the Day, Money of Mine

Money of Mine

Breaking Down the Mining News of the Day

An ex-underground miner, an ex-investment banker, and an ex-equity research guy breaking down the mining news of the day. It's a bit of entertainment, information, and occasionally some alpha.

Equity Bottom-Up

Boss Resources Limited operates as a mineral exploration company. The Company explores and develops uranium and base metal projects. Boss Resources serves customers in Namibia.

<ul><li>Project quickly shut down by company, but still moving forward</li><li>Concerns about Chinese buying in Australia</li><li>Waiting on cost release for project, anticipating higher costs due to increase in uranium price</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Project quickly shut down by company, but still moving forwardConcerns about Chinese buying in AustraliaWaiting on cost release for project, anticipating higher costs due to increase in uranium priceThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast by Andrew Walker, a PM at Rangeley Capital, Yet Another Value Podcast

Yet Another Value Podcast

Podcast by Andrew Walker, a PM at Rangeley Capital

Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.substack.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer

Lagardere S.C.A. operates communications and media, and high technology businesses. The Company publishes newspapers, magazines, and books, operates radio broadcasting stations, produces movies and television programming.

<ul><li>Lagardere has two core businesses: publishing and travel retail.</li><li>Publishing business has long-term cash flow potential and growth opportunities.</li><li>Travel retail has captive audience but faces competition from airports for margins.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Lagardere has two core businesses: publishing and travel retail.Publishing business has long-term cash flow potential and growth opportunities.Travel retail has captive audience but faces competition from airports for margins.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

First Foundation's Eric Speron on the Lagardere SA situation: spin out, publishing, travel retail

Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

Commodities

Crude oil is a naturally occurring, unrefined petroleum product composed of hydrocarbon deposits and other organic materials. Crude oil can be refined to produce usable products such as gasoline, diesel and various forms of petrochemicals. It is a nonrenewable resource, also known as a fossil fuel, which means that it can't be replaced naturally at the rate we consume it and is therefore a limited resource.

<ul>
<li>Trump's energy policy focused on increasing domestic production and exerting pressure on oil exports to bring down prices</li>
<li>Forecast for 2025 and 2026 predicts global commodities market growth and potential oil price fluctuations</li>
<li>OPEC members plan to increase capacity in 2025, leading to a large surplus in the oil market and potentially lower prices in 2026</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Trump's energy policy focused on increasing domestic production and exerting pressure on oil exports to bring down prices
Forecast for 2025 and 2026 predicts global commodities market growth and potential oil price fluctuations
OPEC members plan to increase capacity in 2025, leading to a large surplus in the oil market and potentially lower prices in 2026

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: Oil Outlook 2025/2026: Promises made, promises kept

Cross Asset Strategy

<ul>
<li>EM sovereign debt has seen significant changes since the pandemic, but no wave of defaults has occurred</li>
<li>China's debt numbers are higher than Europe's for the first time, impacting the global market</li>
<li>Sovereign debt restructuring remains a complex and idiosyncratic process, with challenges ahead for debt dynamics and growth in the EM market</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


EM sovereign debt has seen significant changes since the pandemic, but no wave of defaults has occurred
China's debt numbers are higher than Europe's for the first time, impacting the global market
Sovereign debt restructuring remains a complex and idiosyncratic process, with challenges ahead for debt dynamics and growth in the EM market

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast by CEO, Norges Bank Investment Management, In Good Company with Nicolai Tangen

In Good Company with Nicolai Tangen

Podcast by CEO, Norges Bank Investment Management

The CEO of the largest single investor in the world, Norges Bank Investment Management, interviews leaders of some of the largest companies in the world. You will get to know the leader, their strategy, leadership principles, and much more. Hosted on Acast. See https://www.acast.com/privacy-policy for more information.

Roche Holding AG develops and manufactures pharmaceutical and diagnostic products. The Company produces prescription drugs in the areas of cardiovascular, infectious, autoimmune, respiratory diseases, dermatology, metabolic disorders, oncology, transplantation, and the central nervous system. Roche Holding serves customers worldwide.

<ul><li>Nicola Tangent and Thomas Schnecker discuss the success and innovation of Roche, a leading healthcare company.</li><li>Schnecker highlights the importance of understanding the genome to drive innovation in cancer treatment.</li><li>The conversation delves into the impact of pricing, leadership, and the company's long-term vision and commitment to patient outcomes.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Nicola Tangent and Thomas Schnecker discuss the success and innovation of Roche, a leading healthcare company.Schnecker highlights the importance of understanding the genome to drive innovation in cancer treatment.The conversation delves into the impact of pricing, leadership, and the company's long-term vision and commitment to patient outcomes.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Roche CEO: Future of cancer treatment, AI in Medicine and Trial Challenges

Collection of Aggregated Podcasts on Smartkarma