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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