Podcasts about Glencore

Interview with Arturo Préstamo Elizondo, Executive Chairman & CEO of Santacruz Silver Mining Ltd.Our previous interview: https://www.cruxinvestor.com/posts/santacruz-silver-tsxvscz-strong-cash-generation-funds-debt-free-growth-8019Recording date: 13th February 2026Santacruz Silver Mining (TSXV:SCZ) represents a transformed investment opportunity following the elimination of all debt obligations and completion of its NASDAQ listing in January 2026. The multi-metal producer operates four mines across Bolivia and Mexico, generating substantial cash flows with an $80 million treasury position after paying $70 million in Glencore obligations and tax liabilities during 2025.The company's debt-free, streaming-free, royalty-free capital structure directs 100% of operational cash flows to equity holders during a period of elevated silver and zinc prices. This clean balance sheet distinguishes Santacruz from leveraged competitors and producers with streaming obligations that divert metal production at below-market prices, creating immediate margin expansion as commodity prices strengthen.Management projects 5-7% production growth from operational efficiencies independent of metal price assumptions or acquisition execution. The Zimapan mine in Mexico delivered a $2.5 million investment in flotation cell circuits that improved silver recoveries by 500 basis points, generating approximately $5 million in incremental monthly cash flow—a 20-month payback demonstrating disciplined capital allocation. The mine's advancement to Level 960 encounters wider ore bodies with silver grades of 80-90 grams per tonne and zinc content of 2.5-3.5% across the 2,800-tonne-per-day operation.In Bolivia, the Bolivar mine is recovering from 2025 flooding through systematic dewatering infrastructure that increased capacity to over 700 litres per second—five times pre-flooding levels and nearly double peak flood conditions. Fourth quarter 2025 production showed quarter-over-quarter silver increases as access to flooded veins improves, whilst development work necessitated by the flooding discovered new high-grade veins creating unanticipated exploration upside.Near-term production catalysts include the Soracaya project targeting full permitting by June-July 2026 with production commencement in the fourth quarter, utilizing existing Bolivian milling infrastructure for low-capital-intensity cash flow generation. The Esperanza mine at the Caballo Blanco complex approaches commercial production as the third operating mine within that group, leveraging existing infrastructure for brownfield expansion.The Bolivian operating environment transformed following the 2025 election of President Rodrigo Paz, whose administration declared mining a strategic industry and announced constitutional reforms to encourage foreign investment. As Bolivia's largest underground mining company, Santacruz occupies a prominent position during this regulatory evolution, with improved political conditions creating potential M&A opportunities whilst reducing political risk for existing operations.The January 2026 NASDAQ listing provides strategic access to US institutional investors and family offices, expanding the investor base beyond Canadian venture shareholders whilst early trading data demonstrates volume improvements. US institutional capital historically applies higher valuation multiples to Latin American precious metals producers than Canadian venture markets alone.Management employs a distinctive operational approach tracking per-tonne costs rather than conventional all-in sustaining cost metrics, maintaining five-year rolling budgets with detailed weekly mining plans to prevent short-term high-grading that compromises long-term mine life. This disciplined capital allocation framework, combined with direct executive operational involvement demonstrated through systematic site visits and hands-on crisis management during the Bolivar flooding, distinguishes the approach from volume-focused competitors.For investors seeking exposure to silver and base metals through an established producer with near-term growth catalysts, operational leverage to metallurgical improvements, and exposure to transformative Bolivian political changes, Santacruz presents a differentiated opportunity with multiple risk mitigation factors relative to earlier-stage developers or debt-burdened producers.View Santacruz Silver's company profile: https://www.cruxinvestor.com/companies/santacruz-silver-miningSign up for Crux Investor: https://cruxinvestor.com

We start with copper miner Antofagasta (ANTO), whose shares have soared over the past year on the back of big gains for the red metal. It released full-year figures earlier this week, and Alex Hamer discusses its prospects, as well as Rio Tinto and Glencore now the mega-merger is off. Alex also explains some of the equity raises that have taken place lower down the cap scale in recent weeks.Erin Withey then joins us to discuss caterer Compass (CPG), which has been struggling of late. That's led to calls for a slight rethink of its strategic priorities. Lastly, we look at one of the UK's newest listings, albeit in the form of a business that sits outside the FTSE 350. The Magnum Ice Cream Company (MICC) spun off from Unilever in December and has just reported its 2025 results. Mark Robinson examines the outlook for frozen sweet treats.Read more:Antofagasta doubles dividend as profits hit new recordCheaper Compass shares put buybacks on the menuMagnum Ice Cream fails to impress in maiden resultsTimestamps:00:00 Intro01:24 Copper mining15:09 Compass Group23:25 Magnum ice creamInvestors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.

AI is already changing commodity trading operating models. And unlocking adjacent technologies such as digital assets and DeFI? That itself is changing the competitive landscape and attracting new participants from outside the sector. Where is that investment going? And how profound is this change going to be? And how quickly is it going to be upon us? Our guest is Eren Zekioglu. Eren has spent a career at hedge funds and at trading houses and at the intersection of trading, operations and technology, including at Glencore and Gunvor.

APAC stocks traded higher in continued thin conditions as many regional bourses remained closed for holidays.RBNZ kept the OCR at 2.25%, as expected, and the central bank refrained from any hawkish surprises; NZD heavily underperforms.US VP Vance said in some ways Iran talks went well, while he added that Iranians are not yet willing to acknowledge some of President Trump's red lines.US Special Envoy Witkoff said the US facilitated the trilateral meeting between Ukraine and Russia, while he added that Ukraine and Russia agreed to update leaders and pursue an agreement.European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.2% after the cash market finished with gains of 0.7% on Tuesday.Looking ahead, highlights include UK CPI (Jan), US Durable Goods, Industrial Production (Jan), Housing Starts (Nov/Dec), Atlanta Fed GDP, FOMC Minutes (Jan), US-Ukraine-Russia talks to take place (17-18 Feb). Speakers include ECB's Cipollone, Schnabel & Fed's Bowman. Supply from Germany & US. Earnings from Analog, Carvana, DoorDash, Booking Holdings, Moody's, Garmin, Glencore & Orange.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

En Capital Intereconomía seguimos en directo la apertura del Ibex 35 y del resto de bolsas europeas en una jornada marcada por el protagonismo del sector bancario y el análisis de los principales resultados empresariales. En el análisis de mercados, David Cortina, responsable de Renta Variable de Santander Private Banking, destacó la moderación de la inflación en Reino Unido, que allana el camino para posibles recortes de tipos por parte del Banco de Inglaterra. También analizó el buen comportamiento de BAE Systems, con un crecimiento del beneficio operativo del 12% impulsado por el aumento de la demanda en defensa, y los resultados de Glencore, lastrados por la caída del carbón pese al repunte del cobre. Durante la sesión, las subidas del sector bancario se impusieron en el Ibex 35, mientras que compañías como Puig registraron fuertes avances tras presentar resultados. Además, se comentó el refuerzo de la alianza entre Meta y Nvidia en el ámbito de la inteligencia artificial. El programa se completó con el consultorio de bolsa de Miguel Méndez, que respondió a las dudas de los oyentes sobre valores destacados, tendencias del mercado y estrategias de inversión en el actual entorno de volatilidad.

Alberto Roldán, profesor de finanzas de la Universidad Europea, pone el foco en compañías como Carrefour, BAE System, Bayer, Thyssenkrupp y Glencore.

Tonight's BizNews Briefing spans infrastructure, energy, markets and global tech risk. Stephen Moore argues Gauteng's water crisis needs urgent, ring-fenced funding. Dylan Bradfield outlines why Blue Label's non-Eskom power route into municipalities could be a breakthrough. We then track a bumper SENS day led by Glencore's copper pivot and gold-sector windfalls, before Bloomberg explains how AI disruption fears are hitting stocks beyond tech. And we pay tribute to Clem Sunter (1944 - 2026), renowned South African scenario planner and one of the BizNews tribe's most loved contributors.

This week's episode features Alon Olsha, Senior Analyst for Metals & Mining at Bloomberg Intelligence, in conversation with host Adrian Pocobelli about the recent failed merger discussions between Rio Tinto and Glencore. Olsha explains how the sheer complexity of combining two global mining giants proved a major obstacle, alongside issues such as valuation gaps and management structure. He also traces the history of the two companies and their long-standing merger speculation, examines their respective portfolios, and analyzes how a combined entity might have complemented each business. All this and more with host Adrian Pocobelli. This week's Spotlight features Ricky Chan and Gary Baschuk, Co-Heads of Mining at PearTree Canada, discussing the state of mining finance, the role of flow-through shares, and what they're expecting at this year's PDAC conference. To learn more, visit: https://peartreecanada.com/ “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠www.incompetech.com⁠). Licensed under Creative Commons: By Attribution 4.0 License ⁠creativecommons.org/licenses/by/4.0⁠ Apple Podcasts:⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠ Spotify:⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠ YouTube:⁠ https://www.youtube.com/@NorthernMiner⁠ Soundcloud:⁠ https://soundcloud.com/northern-miner

Qu'en est-il de l'accord entre la RDC et les États-Unis sur les minerais stratégiques ? Début février, les deux pays se sont retrouvés pour un premier comité de pilotage. La RDC produit plus de 70% du cobalt mondial, utilisé notamment pour les batteries électriques. Cet accord entre Washington et Kinshasa était évidemment au cœur du Mining Indaba qui a eu lieu la semaine dernière au Cap. De notre envoyé spécial au Cap, Le ministre des Mines congolais, Louis Watum Kabamba, se défend de « brader » le potentiel minier de la RDC en signant cet accord sur les minerais stratégiques avec Washington. Aux dernières nouvelles, la balle est dans le camp américain, qui analyse une liste de projets transmise par Kinshasa : « Il y a toute une panoplie de projets pour lesquels nous avons arrêté une liste convenue avec les États-Unis. Quand je dis projets, il n'y a pas que dans les mines. Dans l'agriculture, dans l'énergie, dans l'assistance technique, etc. Cette liste va être mise au-devant du secteur privé américain pour que les parties intéressées puissent se prononcer dans un bref délai. Peut-être dans les prochains jours ou les prochaines semaines. Nous nous mettrons ensemble maintenant pour aller dans ces projets et voir comment nous pouvons structurer des partenariats et des financements. » Dans les projets qui paraissent avancés et qui font grand bruit : les 40% d'actifs que Glencore pourrait céder aux Américains. Un plan pour « soutenir les ambitions du gouvernement américain avec l'approvisionnement en deux minerais critiques », selon l'entreprise. On parle ici de cobalt et de cuivre. « Glencore ne se retire pas. Si un accord est conclu, nous avons pleinement l'intention d'être majoritaires et de conserver le contrôle. Il s'agit en réalité d'un signe de confiance de la part des investisseurs américains soutenus par l'État américain concernant les actifs de cuivre en RDC », précise Mark Davis, le PDG de Glencore en Afrique. À lire aussiAccord sur les minerais États-Unis-RDC: de quels projets parle-t-on? Les banques locales, un acteur stratégique Sur le terrain, les acteurs financiers sont en ordre de bataille. Même si ces accords sont encore très opaques, Jean-Eric Matunga, de la Rawbank, précise le rôle des banques locales congolaises. Le directeur en charge des financements structurels était à Washington en octobre dernier. « Le dialogue est permanent entre les investisseurs, les acteurs locaux et les banques. On joue notre rôle d'intermédiaire d'une manière assez poussée. Parce que ces capitaux, qui viennent vers la RDC, il faut pouvoir les orienter, mais il faut pouvoir aussi les structurer en fonction des réalités locales, mais aussi des connaissances de la réglementation. C'est là que les banques locales jouent un rôle clé de catalyseur et de connecteur entre ces capitaux qui doivent venir pour pouvoir les structurer et les rendre potables à la réalité locale », explique Jean-Eric Matunga. « ​​​​​​​On a des clients du secteur privé avec qui nous connectons les investisseurs américains, surtout pour pouvoir combler la phase de financement pendant la partie d'exploration avant le développement de la mine, qui est une phase critique », précise encore cet acteur bancaire. Si beaucoup d'acteurs du secteur s'enthousiasment de ces discussions avec Washington, dans le cadre du processus de paix entre la RDC et le Rwanda, aucun accord n'a jusqu'ici permis de mettre fin aux combats sur le terrain. À lire aussiSommet sur les minerais critiques à Washington: que faut-il retenir pour la RDC?

In this episode of the Market Maker Podcast, we break down the major M&A transactions reshaping global markets, spanning banking, asset management, mining, media and artificial intelligence.We begin with Santander's $12.2 billion acquisition of Webster Bank and examine what this signals about European banks expanding into the United States. We discuss capital efficiency, deposit strategy and the broader shift in global banking power.Next, we analyse Nuveen's $13.5 billion takeover of Schroders, creating a $2.5 trillion asset management group. We explore consolidation in active management, competitive pressure from passive giants, and what this means for London-listed institutions.We then turn to the mining sector, where merger talks between Rio Tinto and Glencore have once again collapsed. We examine copper's growing strategic importance in the AI era, valuation disagreements, and the geopolitical complexities surrounding critical minerals.In media, Paramount strengthens its $108 billion hostile bid for Warner Bros Discovery. We break down ticking fees, breakup guarantees and how deal structuring can determine takeover outcomes.Finally, we cover Anthropic's $30 billion capital raise at a $350 billion valuation and discuss the sustainability of the AI funding race as competition intensifies between OpenAI, Big Tech and emerging players.If you're interested in mergers and acquisitions, global markets, corporate strategy and the forces shaping capital allocation, this episode provides a structured deep dive into the week's most important developments.(00:00) Episode Overview(02:42) Santander's $12BN US Deal(21:20) Nuveen Buys Schroders(36:02) Mining Mega-Merger Fails(45:57) $108BN Media Takeover Battle(53:37) Anthropic's $30BN Raise

Weitere Themen: Zinkhütte Glencore kündigt Millioneninvestitionen in Nordenham an / Hör-mal-n-beten-to-Autorin Annie Heger wirbt in Japan für Grünkohl

Nancy Guthrie disparue depuis 10 jours. Fonderie Horne: Rouyn-Noranda accepte la proposition de Québec. Tour de table entre Isabelle Perron, Alexandre Dubé et Mario Dumont. Regardez aussi cette discussion en vidéo via https://www.qub.ca/videos ou en vous abonnant à QUB télé : https://www.tvaplus.ca/qub ou sur la chaîne YouTube QUB https://www.youtube.com/@qub_radioPour de l'information concernant l'utilisation de vos données personnelles - https://omnystudio.com/policies/listener/fr

Dans ce 18ème épisode, Godefroy Laurendeau qui poursuit sa réflexion sur notre rapport collectif à l'énergie et sur la transition énergétique qui au Québec (comme ailleurs dans le monde) a de l'eau dans le gaz (naturel récupérable).  Et en édito, Fred revient sur le beau portrait de Louis Sarkozy que nous a offert la Presse et sur le bothsidisme entendu à la radio publique sur la possible fermeture de la fonderie Horne.  

Dividende automatisch reinvestieren. In fast 4.500 Aktien per Sparplan investieren. Das alles geht bei Scalable Capital. Hier mehr erfahren.Silber down = Pandora up. Bitcoin down = Strategy down. Kakao down = Hershey up. Estée Lauder leidet unter Trump-Zöllen. Mega-Deal zwischen Rio Tinto & Glencore platzt. Novo Nordisk kriegt Konkurrenz durch Hims & Hers. Rational kocht heiß. Amazon-Earnings.Zeal Network (WKN: ZEAL24) ist eine der erfolgreichsten deutschen Digital-Firmen. Aber die wenigsten haben die Firma auf dem Schirm. Dabei macht sie mit Lotto24, der Traumhausverlosung und Online-Kasinospielen Margen von 30%.Während alle auf die Chip-Designer schauen, profitiert Teradyne (WKN: 859892) durch Qualitätskontrolle von der Chip-Industrie. 44% Wachstum gabs im letzten Quartal.Diesen Podcast vom 06.02.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

En Capital Intereconomía seguimos en directo la apertura del Ibex 35 y de las principales bolsas europeas, con el análisis de mercados de Xavier Brun, responsable de renta variable europea de Trea AM. Durante su intervención, analizamos la ruptura del acuerdo de fusión entre Rio Tinto y Glencore y si este movimiento puede interpretarse como una señal de alerta para el sector de materias primas. También ponemos el foco en el sector farmacéutico, tras el guiño de la FDA a Novo Nordisk en relación con medicamentos similares a los productos patentados, y las implicaciones que esto puede tener para la compañía en un momento de presión bursátil. Además en el consultorio de bolsa de Pepe Baynat, director de Bolsas y Futuros.com, resolvemos las dudas de los oyentes sobre valores, tendencias y estrategias de inversión.

Claire Tyrrell speaks to Ella Loneragan about Subiaco architecture firm MJA Studio. Plus: Rio Tinto, Glencore axe merger; WA govt creates Productivity Commission; and a $200m Henderson hub proposal.

Kobus Nell, portefeuljebestuurder by Stanlib, deel sy mening oor Glencore en Rio Tinto wat nie oor 'n samesmelting kon ooreenkom nie, en wat só 'n samestelling vir die bedryf kon beteken het. Volg RSG Geldsake op Twitter

The Bank of England and the European Central Bank both kept rates unchanged yesterday, signalling a cautious but data‑dependent stance even as inflation trends diverge on either side of the Channel. European equities finished broadly lower on the back of a busy earnings day, while in the US a third straight sell‑off pushed the S&P 500 into negative territory for the year. Crypto joined the risk‑off trend, while silver remained the standout story in commodities after back‑to‑back plunges and an overnight rebound that left volatility high. In corporate news, Rio Tinto and Glencore scrapped their merger discussions. Today we are joined by Richard Tang, Head of Research Hong Kong, for an update on Asian tech stocks, and by Tim Gagie, Head of FX Advisory in Geneva, for the latest on metals and currencies.(00:00) - Introduction: Helen Freer, Product & Investment Content (00:35) - Markets wrap-up: Lucija Caculovic, Product & Investment Content (08:30) - Asia equity update: Richard Tang, Head of Research Hong Kon (15:49) - FX & metals update: Tim Gagie, Head of FX/PM PB Geneva g (20:27) - Closing remarks: Helen Freer, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Analizamos los valores clave en el Viejo Continente: Société Générale, Vinci, Orsted, Glencore y Rio Tinto, de la mano de Luis García Langa, analista en luisgarcialanga.com.

Bitcoin is down almost half from its peak, trading below $65k as a "crisis of faith" hits crypto. Wall Street is selling off, Amazon is tanking, and JSE miners are shedding value fast - and for the second time, Rio and Glencore are walking away from a potential merger. Alec Hogg gives you the context you need to navigate the sea of red. Also: The FT's Chris Cook on the chaotic Epstein file release, and why SA's generals need to get out of politics.

The ASX 200 fell 180points today to 8691 (2.0%). Biggest loss since Liberation Day! Across the board losses and no rally in sight this afternoon. Is this the climax of the selling? No where to run, no where to hide, Materials fell hard led by BHP down 3.1% as copper came under pressure in Asia, RIO held up on news the Glencore deal is off, FMG dipped 1.2%. Gold miners fell, although it could have been worse, NST down 1.7% and NEM off only 4.9% with uranium stocks falling hard too on AI trade impacts, LOT dropped 27.8% as it raised money, PDN fell 10.9% and oil and gas stocks fell, WDS down 1.6% and WHC down 4.1%. BPT continued to fall after the results yesterday. Lithium and other base metal stocks also fell, LYC down 3.2% and PLS off 1.2%.Banks were holding up for a while, before gravity took over WBC down 1.2% and NAB down 1.6%.  The Big Bank Basket fell only 0.8% to $278.71.MQG dropped 2.2% and other financials under pressure, HUB off 6.1% and ZIP down 3.3%. Insurers eased and REITs dropped big time, GMG down 6.1% and SCG off 2.5%. Healthcare fell in a hole, CSL down 0.4% and COH falling 3.3% with RMD a bright spot. Retail on sale, JBH down 3.2% and WES off 1.3% with tech wrecked again, WTC down 4.7% and TNE off 5.0%. XRO trying to find a base. Escaping today. NXT dipped 3.9% and EOS down 16.2% and suspended on a research report from Grizzly.In corporate news, RIO and Glencore are now just friends. REA dived 7.8% on its results on lower listings, NWS dipped 5.4% too on results, TWE ditched 8.0% after a UBS report, down % and WEB crashed 29.5% on a Spanish audit. HMC did a strategic deal with KKR and still fell 2.7%. The ASX Tech sector is on track for a 13% fall this week! Down 4.4% again today.Asian markets eased, Japan up 0.8%, China up 0.2%, and HK down 1.3%US Futures down, Nasdaq down 185, Dow down 13610-year yields eases to 4.82%Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

À l'occasion de sa revue de presse, Jean-Sébastien Hammal, en remplacement de Paul Arcand, aborde ce qu'il qualifie de plus grand scandale de corruption policière de l'histoire au Canada, survenu à Toronto. Vingt-sept suspects ont été appréhendés, dont huit policiers, visés par des accusations graves allant du complot pour meurtre au trafic de drogue et à l'extorsion. L'enquête révèle des liens troublants avec le narcotrafiquant et ex-Olympien Ryan James Wedding, surnommé le «nouveau El Chapo», ainsi qu'avec le dangereux cartel mexicain de Sinaloa. Des informations stratégiques auraient été soutirées à des policiers corrompus pour cibler des individus travaillant pour l'organisation de Wedding au Québec. Autres sujets traités: Course à la chefferie de la CAQ: Bernard Drainville presse Christine Fréchette d'accepter un troisième débat télévisé; Télétravail au fédéral: Ottawa imposera le retour au bureau quatre jours par semaine; Produits américains à la SAQ: La société d'État liquidera ses stocks de produits américains aux profits des banques alimentaires; Fonderie Horne: Québec recule et offre sept ans de prévisibilité réglementaire à Glencore; Nids-de-poule à Montréal: la Ville accorde dix contrats de gré à gré totalisant près de 500 000$ pour contrer le fléau précoce des nids-de-poule; Indemnités de départ: Valérie Plante et Dominique Olivier toucheront des sommes records; Immigration en santé: le ministre Jean-François Roberge promet la sélection de 6300 travailleurs de la santé touchés par l'abolition du PEQ. Subventions aux véhicules électriques: Ottawa bonifie les subventions, mais Mark Carney annonce l'abolition des quotas; Écofiscalité à Victoriaville: la Ville imposera une redevance annuelle aux propriétaires; Jeux de Milan: ouverture officielle des Jeux ce vendredi; Super Bowl: les Patriots et les Seahawks s'affrontent dimanche. Voir https://www.cogecomedia.com/vie-privee pour notre politique de vie privée

Plus: Rio Tinto and Glencore have abandoned merger talks. And the chair of the law firm Paul Weiss has stepped down after new revelations over his ties to Jeffrey Epstein. Alex Ossola hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor Learn more about your ad choices. Visit megaphone.fm/adchoices

Wall Street slumped after Alphabet’s capital spending plans unsettled investors, while a weak outlook from Qualcomm deepened the tech sell-off. In Europe, the European Central Bank and the Bank of England kept interest rates unchanged, while Rio Tinto and Glencore separately abandoned merger talks. In commodities, silver plunged nearly 14% amid a firmer US dollar, a move that is likely to weigh on Australian shares, which are expected to fall on Friday. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Welcome to the Daily Compliance News. Each day, Tom Fox, the Voice of Compliance, brings you compliance-related stories to start your day. Sit back, enjoy a cup of morning coffee, and listen in to the Daily Compliance News. All, from the Compliance Podcast Network. Each day, we consider four stories from the business world, compliance, ethics, risk management, leadership, or general interest for the compliance professional. Top stories include: Nike was investigated for discrimination against whites. (NYT) DOJ lawyer tells court the “system sucks” and her “job sucks”. (WSJ) Two Chinese journalists were jailed for investigating corruption. (NYT) Rio Tinto and Glencore merger in danger. (FT) Learn more about your ad choices. Visit megaphone.fm/adchoices

La multinationale Glencore a annoncé qu'elle suspend tous ces projets d'investissement dans la fonderie Horne de Rouyn-Noranda pour la moderniser, faute d'une entente avec le gouvernement du Québec. L'entreprise évoque même une fermeture l'an prochain.

Rio Tinto, BHP, Glencore, Antofagasta, SAP, Adidas, Swatch, Cap Gemini y Engie. Con Antonio Aspas, socio de Buy & Hold Gestión de Activos.

Gold's Wild Ride: Gold prices experienced extreme volatility this week, surging past $5,600 before dropping back to $5,200. The Rand strengthened to R15.83 against the Dollar. Tech Giants Diverge: Meta: Surged 10% after strong results, defying market expectations. Microsoft: Plunged 10% in a single day, a massive move for the tech giant. Apple: Reported record holiday sales driven by the iPhone 17 and a rebound in China, with revenue jumping 16%. Crypto Slump: Bitcoin struggled, dropping 6% to trade around $83,500. New Fed Chair: President Trump is expected to nominate Kevin Warsh as the next Federal Reserve Chair, replacing Jay Powell. The "Taco" Trade: Financial Times columnist Rob Armstrong explains the "Taco" acronym ("Trump Always Chickens Out"), suggesting markets now bet that Trump will retreat from extreme policy threats (like 25% tariffs) once markets react negatively. Local Movers: JSE miners like South32, Glencore, and BHP tracked commodity prices higher, while BizNews portfolio members Afrimat (+6%) and Sabvest (+5%) enjoyed significant gains. AI and Jobs: Contrary to fears of mass unemployment, experts argue AI may increase the need for human workers to manage growing system complexity.

Omri Thomas, direkteur by Abax Beleggings, gesels oor vandag se beweging van die rand en goudprys, die moontlike transaksie tussen Glencore en Rio Tinto, sowel as Woolworths se jongste aankondiging. Volg RSG Geldsake op Twitter

Diverging fates for copper and coal open opportunities for industry-reshuffling M&A, led by Glencore and Rio Tinto's mulled $215 bln tie-up. In this week's Viewsroom, Breakingviews columnists debate whether it will happen, or if egos and fear of past failure will reign. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising.  Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on Talking Wealth, Janine examines the potential merger between RIO and Glencore, why RIO shareholders are in limbo, and at what price is RIO a buy? She shares her insights into whether RIO could be about to fall further and what the merged entity could do for the Materials sector.

While global superpowers eye new territories for mineral wealth and the likes of Glencore and Rio Tinto dance around a potential merger, investors are looking at the most versatile commodity around in 2026: copper. This critical transition metal has captured the imagination of corporate advisors and retail investors alike. In this episode of Magic Markets, The Finance Ghost and Moe-Knows are joined by Connie Bloem, Managing Director of Mesh.Trade, to discuss why direct-exposure copper is the missing link in most portfolios – and how a token can help you get it. Ghost, Moe and Connie unpack the electrification and data-centre themes, the challenges of institutional vs. retail portfolios, and why copper is one hot metal (in more ways than one). Today's Topics: Why you can't talk about data centres or the AI revolution without talking about copper infrastructure, with thoughts around the future of electrification and the role of copper. Why direct-exposure commodity tokens might be a better portfolio ‘anchor' than mining equities. How to invest in a metal that costs $13,000 per tonne with as little as R50 through Mesh's offering. How a digital token can solve the vaulting, deposit, and theft problems of copper for retail investors. Get In Touch: Visit the Mesh.Trade website at www.mesh.trade Reach out to Mesh on X: @Mesh_Trade Connect with Connie Bloem on LinkedIn Reach out to us on X: @MagicMarketsPod, @FinanceGhost and @MohammedNalla or pop us a note on LinkedIn. Check Out Our Other Conversations With Mesh.Trade: Magic Markets #204: Blockchain Technology in Financial Markets (with AnBro and Mesh.trade) Magic Markets #214: Tradition meets tech – buying gold on the blockchain Magic Markets #221: Mesh.Trade – Unlocking Private Markets Magic Markets #228: Mesh.Trade and the Titans Magic Markets #238: Stablecoins with Mesh.Trade Magic Markets #247: Investing in Property with Mesh.Trade and 27four Disclaimer: This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor. Chapters (00:00:00) - Introduction: Megamergers & the Copper Craze(00:01:47) - Gold, Silver, & Will the Mesh Midas Touch Extend to Copper?(00:03:40) - Why Copper, Why Now?(00:06:13) - The Private Market: Where South Africa's Growth Is Hiding(00:08:45) - Reality Check: Electrification & the Role of PGMs(00:10:06) - Direct Commodities vs. Mining Equities: Cutting Through the Noise(00:12:34) - Institutional Investor Barriers: Why Retail Investors Have an Advantage(00:19:38) - The Logistics of Copper: Storage, Theft, & Deposits(00:24:36) - To the Seventh Decimal: How to Invest in Copper With R50(00:26:14) - What's Next for Mesh(00:27:41) - Conclusion & How to Get in Touch

Japie Fullard, uitvoerende hoof van Glencore Allooie, gesels oor die geskiedenis van Glencore in Suid-Afrika. Volg RSG Geldsake op Twitter

The company behind Bonds, Bras N Things and Sheridan is up for sale after its new global owner wants to clear the decks. Wikipedia has announced a new enterprise partnerships with big tech companies to help train AI models. Rio Tinto is in early talks to buy Glencore, a deal that could create the world’s biggest mining company and has investors feeling very divided _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

In this episode of Mining Stock Education, host Bill Powers interviews Joe Mazumdar from Exploration Insights. They dive into discussions about potential mega mergers in the mining industry, specifically between Rio Tinto and Glencore, and what these mergers indicate about market cycles and strategic advantages. Joe offers his insights on the challenges and benefits of such mergers, along with commentary on the global smelter capacity and the permitting landscape. They also discuss various projects like Kinross in Nevada and Washington, and Codelco's copper expansion. Furthermore, they touch upon the influence of government policies, such as tariffs and price floors, on the mining sector. Joe provides valuable advice for junior mining stock investors, emphasizing the importance of deep technical analysis and understanding geopolitics, operational risks, and market dynamics. Joe also reveals a valuation mistake many new mining investors make. 00:00 Introduction 00:33 Expert Insights with Joe Mazumdar 00:47 Mega Merger: Rio Tinto and Glencore 04:01 Market Implications of Mergers 05:33 Smelting Capacity and Environmental Concerns 07:29 Capital Expenditure and Market Trends 10:44 Copper Prices and Incentive Challenges 13:22 Government Policies and Market Risks 23:07 Market Trends 23:20 Stock Picking in a Bull Market 23:37 Benchmarking Your Portfolio 25:24 Silver vs. Gold Performance 26:56 Exploration Stocks and Alpha 27:44 Retail Interest in Development 29:49 Investment Strategies and Risks 32:36 Jurisdictional and Geopolitical Factors 34:26 Evaluating Junior Mining Stocks Joe Mazumdar's website: https://www.explorationinsights.com/ Follow Joe on Twitter: https://twitter.com/JoeMazumdar Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

Interview with Jason Jessup, CEO of Magna Mining Inc.Our previous interview: https://www.cruxinvestor.com/posts/magna-mining-tsxvnicu-permits-cash-and-polymetallic-grades-set-stage-for-rapid-growth-7927Recording date: 12th January 2026Magna Mining executed a remarkable transformation in 2025, evolving from a junior exploration company into a diversified base and precious metals producer focused exclusively on Ontario's Sudbury mining camp. The company's growth trajectory accelerated dramatically following its February 2025 acquisition of the McCreedy West copper mine from KGHM International, expanding its workforce from 25 to over 200 employees while establishing cash flow positive operations.McCreedy West reached a critical operational inflection point in Q4 2025, achieving three simultaneously active stopes that enable consistent production. The mine currently focuses on the high-grade 700 copper zone, though CEO Jason Jessup indicated the company is evaluating a restart of the Intermediate nickel zone if prices sustain above $7.75 per pound. This operational foundation positions the company for sustained cash generation in 2026.The company's Levack mine presents perhaps the most exciting near-term opportunity following the August 2025 R2 zone discovery. Results showed spectacular high-grade copper and precious metals intersections, with many delivering multiple ounces of precious metals alongside significant copper and silver grades. The geological team describes R2 as the upper branches of a system that could lead to much larger mineralisation at depth. A preliminary economic assessment expected in Q3 2026 will evaluate a dual-access strategy using both ramp and existing shaft infrastructure.Meanwhile, Crean Hill advances toward a prefeasibility study in 2026, with grid power connection and permanent dewatering infrastructure progressing. Unlike typical development projects, Magna has secured definitive offtake terms with Vale and favorable indications from Glencore based on bulk sample metallurgical testing, providing unusual commercial certainty.With over 500 square kilometers of prospective ground, $50 million in treasury, and proven M&A capabilities, Magna has positioned itself as the natural consolidator of non-core Sudbury assets. The company's polymetallic focus across copper, nickel, platinum, palladium, gold, and silver provides commodity diversification while capitalising on one of the world's most prolific mining districts.View Magna Mining's company profile: https://www.cruxinvestor.com/companies/magna-miningSign up for Crux Investor: https://cruxinvestor.com

Bis zu 2.500 € Bonus von Scalable Capital. Neu- und Bestandskunden, die Wertpapiere oder Guthaben bei Scalable Capital einzahlen, können sich bis zum 15.01.2026 einen Bonus sichern. Alle Infos gibt's hier: scalable.capital/transfer-bonus. KI, Deals und Trump. Das war Börse am Freitag. MiniMax, Meta, Oklo, Vistra, Softbank & OpenAI hatten KI-Themen. Exxon, Lennar, Pulte, D.R. Horton & Opendoor hatten Trump-Themen. Merck, Revolution Medicines, Baywa, Amazon & CSG hatten Deal-Themen. 2026 könnte den größten Bergbau-Deal der Geschichte bringen. Es geht natürlich im Kupfer. Rio Tinto (WKN: 852147) x Glencore (WKN: A1JAGV). Jahrelang war Innodata (WKN: 907651) langweiliger Digitalisierer. Jetzt sind sie KI-Schaufelverkäufer. Diesen Podcast vom 12.01.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Heineken, Airbus, Credit Agricole, Fresenius y Fresenius Medical Care, Cap Gemini, Fresnillo y Glencore bajo la lupa de Pablo García, director general de Divacons-Alphavalue.

In this episode of the Dividend Talk podcast, we review the performance of their Community Dividend Growth Portfolio, discuss Novo Nordisk's news, the Rio Tinto & Glencore Merger, Terry Smiths Fundsmith annual shareholder letter, and much more.And as always, they answer many questions from the community.

Glencore and Rio Tinto resume mining megamerger talks, protests in Iran over economic conditions are the largest in years, and the US trade deficit narrowed to its lowest level since 2009. Plus, is there a right way for chief executives to exit a company? Mentioned in this podcast:Glencore and Rio Tinto resume talks on mining megadealIran protests spread to neglected hinterlandsUS trade deficit slides to lowest level since 2009 in OctoberArt of the exit: is there a right way for CEOs to quit?CREDIT: Reuters Note: The FT does not use generative AI to voice its podcasts Today's FT News Briefing was hosted and edited by Marc Filippino, and produced by Fiona Symon, Victoria Craig, and Sonja Hutson. Our show was mixed by Kelly Garry. Additional help from Michael Lello. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Plus: Saks is nearing a $1.25 billion bankruptcy financing deal. And Rio Tinto restarts talks to buy copper miner Glencore, which could create the world's largest mining company. Daniel Bach hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Senator Bill Hagerty (R-TN) discusses the latest votes in Congress, including extensions of Obamacare subsidies and geopolitics at play in Venezuela. Sen. Hagerty responds to questions about immigration enforcement around the country, as protestors take to the streets in Minneapolis after an ICE officer fatally shot U.S. citizen Renee Good. California's wealth tax debate has garnered national focus as billionaires spar with lawmakers in the state. San Jose Mayor Matt Mahan shares why he's opposed to a proposed wealth tax, raising concerns about capital flight and sustaining an innovation economy. Plus, Glencore and Rio Tinto are exploring a mega merger that would create the world's largest mining group, and the Iranian government has restricted phone and internet access as protestors continue to demonstrate across Iran.  Sen. Bill Hagerty - 10:57Mayor Matt Mahan - 27:37 In this episode:Bill Hagerty, @SenatorHagertyMatt Mahan, @MattMahanSJBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A free trade agreement between the European Union and the South American trade bloc is approved, but some countries aren't happy. We speak to a European Commissioner for Trade about the deal.And there's another big deal brewing - this time in the mining sector, as Glencore and Rio Tinto are in preliminary talks about a takeover worth two hundred and seven billion dollars. A mining analyst gives us his take on what it could mean for the industry.And how has news of that deal affected markets? We'll be finding out.

SBS Finance Editor Ricardo Gonçalves speaks with Ord Minnett's David Lane about Rio Tinto and Glencore restarting merger talks and if it will be any different this time around, as they seek to create the world's biggest mining company with huge copper assets.

European equities are starting the day in the green with attention focusing on the U.S. non-farm payroll print out later today, as well as a crucial Supreme Court ruling on tariffs. Chinese December inflation data comes in at a three-year high but the annual print is flat, which adds to concerns about deflation in the country. In mining news, Glencore and Rio Tinto confirm they are in talks which could potentially lead to a mega-merger, creating the world's largest resource extraction company.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über einen Ritterschlag für Intel, Rebound bei Rüstung und einen Branchen-Deal der Superlative. Außerdem geht es um Apple, Garmin, Thermo Fisher, Boston Scientific, Johnson Health Tech, Planet Fitness, Life Time, Gym Group, Basic Fit, Xponential Fitness, Technogym, Nike, Adidas, Puma, Lululemon, Lockheed Martin, L3Harris, Kratos Defense, Nvidia, Oracle, Apple, Palantir, Bayer, Puma, Tilray Brands, General Motors, Elevance Health, Centene, Cigna, UnitedHealth und Molina Healthcare, Rio Tinto, Glencore, BHP Group, Siemens, Meta und Keller Group. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Two Charts Looking to Break HigherPOINTS OF INTERESTBoston Dynamics - Atlas Robot Equity Funds Suffered Record Outflows In 2025SOME OTHER MACRO HEADLINESMining firms Rio Tinto and Glencore restart $260bn merger talksSainsbury's blames ‘significant headwinds' for drop in Argos sales at ChristmasWeight loss jabs affecting Greggs, boss saysBusinesses call to be included in any pub rates backtrackCo's Mentioned Today:Greggs #GRG ***** About The SharePickers Investment Club *****The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics. This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses and deliver consistent results, bypassing the hype and focusing on the numbers. *****MY BOOK *****How to Become a MicroCap Millionaire - A 3 Step Strategy for Stock Market Success Is now on sale here:https://www.sharepickers.com/how-to-become-a-microcap-millionaire-3-step-strategy/!!!IF YOU BUY THE BOOK YOU CAN GET 40% OFF MEMBERSHIP TO THE SHAREPICKERS INVESTMENT CLUB!!!HOW?If you buy a copy of the book, then like it enough to leave a 5 star rating & write a positive review, you can get yearly membership to the SharePickers Investment Club for just £149!!!THIS IS £2.88 WEEK - LESS THAN:HALF A PINT OF BEERA BAG CHIPS FROM THE CHIPPYA BATTERED JUMBO SAUSAGE FROM THE CHIPPYA JUMBO SAVELOY FROM THE CHIPPYHALF THE AMOUNT A PERSON SPENDS ON CHOCOLATE40% CHEAPER THAN A MCDONALDS FILAY-O-FISH43% CHEAPER THAN A BIG MACONE FEEDS YOUR BELLY AND DESTROYS YOUR HEALTH, THE OTHER FEEDS YOU MIND AND IMPROVES YOUR WEALTH—----------------------------------------------------------------------In this podcast I cover the Microcap News to see if they're good enough to be added to the MicroCap League.The UK's first MicroCap League where 100's of small businesses are analysed and scored in relation to their growth, value, health, efficiency, momentum & potential.The companies that score the highest are added to the MicroCap League and possess the best risk / reward profile.—----------------------------------------------------------------------If you regularly listen to this podcast and value its content, it's a free resource, so please consider paying back in kind by giving it a 5 star rating and review. That way more people will find it.Thank you!

En Capital Intereconomía hemos seguido en directo la apertura del Ibex 35 y del resto de bolsas europeas. En el análisis de mercados, Xavier Brun, responsable de renta variable europea en Trea AM, ha puesto el foco en la geopolítica y las materias primas. Ha destacado la convocatoria de Donald Trump a las petroleras por Venezuela como un nuevo movimiento estratégico, subrayando la importancia del petróleo pesado de Venezuela, México y Canadá y su lectura como un “jaque” indirecto a Rusia. En el ámbito corporativo, Brun ha analizado las conversaciones entre Rio Tinto y Glencore, el interés creciente por los activos ligados al cobre —clave por su valor estratégico— y el buen comportamiento de compañías como Antofagasta, además de poner en valor el papel de Atalaya Mining en Huelva. También se ha abordado la evolución del sector defensa, en un contexto en el que Trump plantea duplicar el presupuesto, y las cifras de TSMC, que ha presentado un crecimiento de ventas del 20%, reforzando el atractivo del sector de semiconductores. Todo ello enmarcado en el debate sobre la estrategia de inversión para 2026 y una posible rotación sectorial. La jornada ha concluido con el Consultorio de Bolsa junto a José María Lerma, analista independiente.

Mark Pownall, Tom Zaunmayr and Claire Tyrrell discuss the SWM and Southern Cross merger; SGH's Bluescope bid; Rio, Glencore talks; Hancock's moves in gas; gold prices; fishing bans; international events; and the latest in property this week.

The latest on Rio Tinto and Glencore merger talks; BP's green energy move; and Kwinana emerging as a hydrogen research hub. The interview component within the At Close of Business podcast will resume on January 12.