02.23.2024 - By Mineral Media
For a weekend special we had a chat with value-investing/social-activist Jeremy Raper. Jeremy has banking & hedge fund experience as well as writing a popular investing newsletter sharing his insights. He looks for value opportunities with key catalysts that’ll unlock that value for shareholders. We chat about his adventures across plenty of resource plays as well as companies he’s got his eyes on. 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. Podcast Partners: VRIFY – Communicate in 3D [email protected] (no e) InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry [email protected] DSI Underground - Ground Support guru's https://www.dsiunderground.com/contact SMEC Power & Technology – Electrical Guru’s [email protected] McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts https://www.mmts.net.au/#contact Anytime Exploration Services – Everything Exploration [email protected] KCA Site Services – Underground mining machine hire [email protected] Brooks Airways – Perth’s leading charter flight operators [email protected] K-Drill – Exploration drilling experts [email protected] Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Money of Mine on YouTube Money of Mine on Twitter Money of Mine on LinkedIn
(0:00:00)Introduction
(0:03:39)Which companies are not safe from Activisim?
(0:06:38)Who helped discover Greenbushes, Andover and Pilgangoora?
(0:09:49)Jeremy Raper intro
(0:20:09)How to extract latent value from companies
(0:22:02)The Metals X locked box
(0:27:27)Carnarvon Energy activism
(0:37:17)Orecorp pending offer from Silvercorp
(0:40:07)How will Carnarvon play out?
(0:45:19)How many times has Jeremy been stonewalled?
(0:54:46)Setting up a special purpose vehicle for Activism
(1:00:46)Cassius Mining Arbitration
(1:16:49)Montero Mining
(1:37:44)WA Billionaire Rant