Delta Rattling the Tin for $70m + Why First Quantum’s Stock has Halved

Nov 13, 2023

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Plenty to talk about this week with Delta Lithium (DLI) rattling the tin for a big $70m. We dissect the angle that ChrisGina have & what their true intentions with Delta are.

Infinity Lithium (INF) got a mention with the award of an €18.8m (A$31m) grant from the Spanish government to breath some life into the story whilst we tossed up what the fire at the Ozerny mine could mean for the zinc market.

We rounded off with a chat about the issues facing First Quantum (FM.tse) with the Cobre Panama mining concession at risk of being revoke after a popular uprising in country.

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Chapters:

(0:00:00) Introduction
(0:05:24) The BIG Delta Lithium capital raise
(0:29:07) Infinity Lithium get $31m from the Spanish Government
(0:33:29) Will zinc continue to stink?
(0:34:55) Why has Cobre Panama led to 50%-fall in share price for First Quantum
(0:40:30) Magnis Energy Debt Breaches
(0:40:59) Centaurus DFS Pushed Again