Show Notes
We watched over ten hours of Diggers & Dealers presentations so you don't have to.
Here's what we learned - in 30 minutes. What are the standout stories? Who missed? What were the best moments?
We get into it. A freudian slip in the Regis' presentation?
Why Bellevue stands out from the pack
What's the attraction with Greatland
Northern Star's unitless cost chart, + what was left unsaid
The great trade at PLS
Stocks covered: PLS LTR CXO WC8 BGO NST RRL GMD VAU GHM MM8 ALK GGP CMM SLS TCG GFI.J WA1 K92 FEX PRU PDI
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TIMESTAMPS [0:00] Diggers Recap Setup [8:30] Wildcat in PLS Orbit + Liontown [13:48] Golden Horse's comic relief... but what's next? [16:20] Regis vs Genesis & Vault [20:15] Big Spend at Havieron and Telfer - Greatland [23:59] Bellevue weathering the storm [28:40] African Attraction - Turaco, PDI & Perseus [29:27] Premium valuation... in PNG? [35:20] Northern Star KCGM Scrutiny [38:00] Alkane, Sweden, and Wrap ……………
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