Close Menu
    Oil, gas and mining

    Andover your AZS shares at $3.52! [Lithium Deal Analysis] | Daily Mining Show



    The big takeover has been revealed – SQM bidding at $3.52/share (and also at $3.50) for Azure Minerals (AZS), as predicted by the Money of Mine team!

    We welcome onto the show Ben Bailey of Harvest Lane, who lives and breathes M&A, to breakdown the fairly unique deal structure, including the elephant in the room, the Gina-clause.

    We also dive into the much-anticipated Pilbara Minerals (PLS) quarterly report, which investors were itching to take a look at to get a sense of where this volatile lithium market is going.

    Thank you to our Podcast Partners:

    Terra Capital – Specialist Investment manager in the natural resources sector

    Home Elementor

    K-Drill – Safe, reliable, and productive surface RC drilling
    https://www.k-drill.com.au/

    JP Search – Recruitment specialists for the financial world
    https://jpsearch.com.au/

    Anytime Exploration Services – Exploration workers, equipment, core cutting/storage plus much more

    Home

    SMEC Power & Technology – Electrical specialists for the mining industry
    https://smecpt.com.au/

    ——————————-

    FOLLOW US

    Join our Money Miner Facebook Group:
    – Facebook Group: https://tinyurl.com/yxhph4fw

    Sign-up for our Weekly Newsletter:
    – Hooteroo Herald: https://tinyurl.com/2ywx936s

    Subscribe to our podcast wherever you listen to them:
    – Spotify: https://tinyurl.com/vc9anake
    – iTunes: https://tinyurl.com/bdfuhumy
    – Google Podcasts: https://tinyurl.com/4rm5wk6b

    Follow us on all social platforms to stay up-to-date:
    – Twitter: https://tinyurl.com/5a6ufw9c
    – Instagram: https://tinyurl.com/2p9p4xpd
    – LinkedIn: https://tinyurl.com/kvszkse3
    – Facebook: https://tinyurl.com/yck4vx9p

    We have personal Twitter accounts you can follow too:
    – Matty: https://twitter.com/mattymikals
    – JD: https://twitter.com/JDmoneyofmine
    – Trav: https://twitter.com/TRAVmoneyofmine

    ——————————-

    CHAPTERS

    0:00 Intro
    2:55 The Azure takeover!
    4:45 Ben Bailey on what to make of the AZS deal structure
    12:20 Will Gina make a move?
    38:57 The much-anticipated quarterly for Pilbara
    47:23 Why does PLS have such a strong short interest
    52:27 Money of Mine in Sydney!

    ——————————-

    DISCLAIMER

    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.

    View 14 Comments

    14 Comments

    4. Sam Sfor on

      Newest WOD is RMS mill could not get started after the shut downs finished.. Can anyone confirm..If so, they would buy Gascoyne as they need a mill to produce gold..

    9. Oldtimer on

      in this climate of consolidation, would love to see an ALB-PLS merger. That would shake things up, building a vertically integrated mining to chemicals monster 🙂

    13. Rod Holden on

      Re Creasy, my money is on Trav's view that he will do the same as he did with IGO and vend his 40% project interest in later. Re Ben's comment, yes he could dilute but Creasy has plenty of cash to retain his interest so won't dilute on the JV (unless there's a technical issue with the project). Mark's view of the world is to play the "who's got the biggest dick until his last heartbeat". As usual, he has gold class long term optionality and deep enough pockets to play how ever he wants.

    Leave A Reply
    Share via