Money of Mine More Azure Suitors? + Who’s getting the better deal: Allkem or Livent
Azure is getting bid well over $4/share so naturally that got us chatting today. Then, big news out of America that ExxonMobil is “becoming a lithium business”.
We touched on a rare earths IPO that counts both Gina Rinehart & Whitehaven Coal of all groups as shareholders then we broke down the Allkem/Livent merger to answer a couple questions around who’s contributing more and which participants are incentivised to do what.
Lastly, Matty drew up a new segment, asking the team to draw some M&A-related predictions from the mining world.
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.
Thank you to our Podcast Partners:
DSI Underground – Supplier of Ground Support Products to the Mining and Tunnelling industries
Terra Capital – Specialist investment manager in the natural resources sector
McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts
Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more
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TIMESTAMPS
(0:00:00) Introduction
(0:06:48) Is Pilbara buying Azure shares?
(0:11:21) ExxonMobil entering the Lithium Arena
(0:15:09) Whitehaven Weirdly in Gina’s Rare Earth IPO Play
(0:17:58) Unpacking the Allkem / Livent Merger as Activists Speak Up
(0:32:20) Matty’s Crystal Ball Predictions