This week we’re joined by Michael Willoughby of Pacific One Capital for the wrap. With his unique experience, Willo is the perfect guest to break down the shifting trends in how miners are getting financed and the geopolitical moves reshaping the sector.

We grade BHP’s attempt to offload Nickel West, WestAfrican’s Burkina challenge, the blistering multiple expansion of mining services stocks, the 20-year anniversary of Shovelanna, and the flood of capital raisings hitting the industry.

We round it out with the best books, pods, and ideas on ourradar.

Stocks covered: FMG, MIN, BHP, WAF, GNG, MAH, PRN, RIO, LYC, CYM, CXO, PEN

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TIMESTAMPS

(00:00) Preview and Pre Chat 

(03:33) Cost of Capital Conundrum 

(12:22) A Multipolar World 

(18:06) Capital Formation Implications 

(23:15) Financing Structures and Asian Markets 

(29:37) Geopolitics 

(35:24) Future of Metal Markets 

(41:13) Grade Control: BHP, WAF, Mining Services 

(54:36) Sweet Deal Sour Deal: CYM, LYC, CXO, PEN 

(01:00:01) Hidden Gems: Book and Podcast Recommendations 

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