Yet Another Value Podcast

The Koala ventures through the commodity space and Ivanhoe Electric (IE)

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The "Koala", a buyside mining and commodity specialist, comes on to discuss the commodity and mining space in general and Ivanhoe Electric (IE) in particular.  

The Koala's twitter account: https://twitter.com/YellowLabLife 

Chapters 

  • 0:00 Intro 
  • 2:55 General mining / commodity sector overview 
  • 12:40 The "nothing can get built anymore" moat 
  • 18:40 Capital discipline imposed by low multiples 
  • 22:00 How Peabody talked their own stock down with growth plans 
  • 31:00 What is the market missing on coal? 
  • 44:00 Why is Whitehaven still the Koala's coal horse? 
  • 49:30 Discussing Ivanhoe Mines history 
  • 56:55 Ivanhoe Electrics background 
  • 1:00:45 Ivanhoe's Typhoon Technology 
  • 1:04:30 Discussing Ivanhoe's mines 
  • 1:12:00 How did Ivanhoe find these great mines in the U.S.? 
  • 1:15:00 Ivanhoe's cash runway
    • ...more
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    Yet Another Value PodcastBy Andrew Walker
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