The Koala ventures through the commodity space and Ivanhoe Electric (IE)
Nov 16, 2022•1 hr 23 min
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Episode description
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
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