Money of Mine Capricorn’s financial gymnastics + an intriguing block trade at YAL
Capricorn’s (CMM) ‘record’ half year result got us rolling today as we put a magnifying glass over their hedge book, before we moved onto why there could be much more than first meets the eye when glancing at a $200m block-trade in Yancoal (YAL) stock.
As usual we had to give the latest MinRes (MIN) news a bit of thought then we looked into Boss Energy (BOE), which is rapidly approaching first drums at Honeymoon.
Lastly, we delved into a range of things that have caught our eye from Elliott Management getting into mining investments, to short positions in AZS, MIN & 29M as well as growing steel production out of India and South East Asia, amongst other topics we touch 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.
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(0:00:00)Introduction
(0:01:04)How to VRIFY a mine
(0:03:58)Why there's more to CMM's 'record' result than meets than eye
(0:13:47)Pay attention to the $200m block trade in YAL
(0:22:35)MIN look to bed down Bald Hill tax claims
(0:25:26)Boss energy weeks from first uranium production
(0:32:02)What else is catching our eye: Shorts, Commodity prices, & new investors