We start todays show delving into rare earths and how the depressed price environment is hitting Lynas, looking to answer whether they’ll need extra cash.  

Next, we spit-ball about what advancements in robotics and AI could do to the demand for various metals from titanium to copper, before we close with some juicy deal making in the goldfields, with AngloGold Ashanti tying up an option with junior gold play Matsa.

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(0:00:00)Introduction

(0:01:03)Will Lynas be forced to raise cash?

(0:19:50)What will robitics do to metal demand?

(0:31:23)More on Lakewood TSF

(0:34:05)AngloGold get busy in the WA goldfields