Show Notes
Ken Brinsden joins us today to trace a remarkable career across the mining industry, from underground gold and Victorian mineral sands to building Atlas Iron and turning Pilbara Minerals into a lithium powerhouse. Ken shares his journey from the highest highs and down to the troughs, only to rise back up. From the debt & commodity cycle that stumped Atlas, to the brutal 2020 lithium downturn and the masterstroke acquisition of Altura out of receivership, plus the auctions that forced price changes on the market. We explore with him: • From Kalgoorlie roots to gold, mineral sands and iron ore • Atlas Iron’s rise, the debt trap, and lessons on raising early • Building Pilbara Minerals and the Altura receivership masterstroke • Patriot, Quebec, and why lithium demand is wildly underestimated …………...…
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TIMESTAMPS (0:00) Boomtown Careers Teaser (5:40) Atlas Iron Supercycle (12:00) Debt Lessons and Ports (24:20) Lithium Awakening (45:50) Ready for Altura (52:40) Team Sacrifice Culture (59:40) BMX Auction Price Discovery (1:10:50) Leaving for Shaka Juan (1:28:50) Demand Story Wrap Up ……………
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