We rip into today’s show with news that Woodside (WDS) and Santos (STO) have agreed to continue getting to know each other followed by a dive into Kazakhstan’s political situation and what it means for uranium.
South 32 (S32) caught the eye following their decision to chase down a royalty last week, which got us pondering whether something could be afoot, whilst a couple goldies in West African (WAF) and De Grey (DEG) released guidance and an option to buy Ashburton respectively.
KoBold Metals, the billionaire backed startup, announced they’ve got Zambia’s best discovery in 100 years while a familiar face turned up at Arafura (ARU) and Evolution (EVN) settled their disappointing share purchase plan.
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CHAPTERS
0:00:00 Introduction
0:01:22 Watch out Basil Zemplis
0:04:03 The next level in looking after your titles
0:06:29 Woodside & Santos getting closer
0:12:09 Kazakhstan put uranium market on alert
0:18:05 Is South 32’s balance sheet a concern?
0:30:10 WAF give a guide for 2024
0:32:36 De Grey look to expand the footprint
0:35:43 KoBold get promotional at Indaba
0:40:46 A familiar face at Arafura
0:44:08 EVN’s disappointing SPP completes
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DISCLAIMER
All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.
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