Show Notes
We’re at IMARC, and we sat down with four guests from four very different corners of mining capital.
Mark Kristoff of commodity trader Traxys, Sylvain Eckert of InfraVia’s French-backed critical metals fund, Jason Chang of private equity group EMR Capital, and Rob Stein, who left Macquarie’s research desk to join Latrobe Magnesium.
We cover:
• How a commodity trader actually makes money, and why tungsten won’t go back to $300
• InfraVia’s Core Lithium thesis, and why DLE isn’t the water fix it’s sold as
• The role of private equity in mining, and why Australia’s margins are narrowing
• Magnesium: a 1 million tonne market with 97% of supply from China and Russia
……………
TIMESTAMPS
(00:00) Intro (01:20) Mark Kristoff, Traxys (14:40) Sylvain Eckert, InfraVia (30:10) Jason Chang, EMR Capital (47:30) Rob Stein, Latrobe Magnesium ……………
Join 19k+ subscribers to the Director’s Special:one daily email with all the news that matters in mining ……………
PARTNERS Thank you to the mining services businesses that make this content possible: • Sandvik Ground Support – The only ground supportyou’ll ever need • Titan Recruitment – Specialists in engineering and technology recruitment • Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial • SS&C Intralinks – Powering deals with unmatched security and efficiency
……………
FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook • Travis Ricciardo: @TRAVmoneyofmine • Jonas Dorling: @JDmoneyofmine • Email us Word on the Decline: [email protected] ……………
DISCLAIMER All information in this podcast is for education andentertainment purposes only and is of general nature only. Please ensure you read our full disclaimer.
More from Money of Mine
There's chaos across the board for mining shares… it’s red everywhere. The materials index officially a bear market losing over 20% of its value in just over a month. With this in mind, we dig into: What's behind the relentless selling
M&A whiz Ben Bailey, Portfolio Manager at Harvest Lane, is back.
Alex Turnbull once sent an out-of-work Mongolian translator with a drone to the Chinese border to count coal trucks.
We went hunting for value disconnects with a clock ticking and came up with 10 special situations in ASX small cap resources.
We're hunting far and wide for the best businesses in mining.