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8 episodes with Lynas
9 episodes with Lynas
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2 episodes with Lynas
2 episodes with Lynas
2 episodes with Lynas
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8 episodes with Lynas
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欢迎收听雪球出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。今天分享的内容叫为什么全世界离不开中国的稀土？来自贫民窟的大富翁。资源控制：储量与产量的绝对主导稀土分为两种：轻稀土和重稀土，后者才是战略资源。轻稀土规模大但单价低，主要用于稀土永磁材料、催化剂和环保作用、玻璃陶瓷和作为农作物生产的催化剂。重稀土单价高，主要用于高端科技和国防军工的核心，应用于导弹和战斗机雷达，甚至控制核反应堆链式反应。从储量上看，中国是绝对的重稀土垄断，中国稀土矿储量占全球37%，其中重稀土占比超90%，这类元素对军工与高科技产品具有不可替代性。从产量上看，2023年中国稀土矿产量占全球70%，冶炼分离产量占比高达93%，意味着全球每10吨稀土化合物中有9.3吨需经中国加工。这种产能形成了规模优势：成本、技术和人才。规模优势带来的实质性产业垄断成本上，中国稀土开采成本仅为海外项目的1/3，澳大利亚Lynas等企业因环保成本高企长期亏损，无法形成有效产能替代。技术上，全球90%稀土矿以伴生形式存在，海外项目因矿物组分复杂，分离提纯需依赖中国技术链。中国1970年代突破溶剂萃取法，实现稀土元素高效分离，纯度达99.9999%，而美日欧仍沿用高污染、低效的化学沉淀法。人才方面，西方冶炼工程师数量不足中国1/10，关键技术岗位培养周期超10年，短期内无法重建人才链。成本+技术+人才，这就导致全球90%以上的重稀土，只有中国可以规模化生产。战略博弈失败作为工业战略武器，西方不是没想过去反制中国，甚至说降低对中国稀土的依赖，但是从产业链角度说，全部失败了。产业链优势导致，全世界90%以上的稀土矿都会运到中国进行加工分离成各种稀土氧化物和稀土金属。上游开采阶段，世界形成了轻稀土多国竞争，重稀土中国主导的局面，美国唯一稀土矿Mountain Pass需运华加工。中游冶炼阶段，全球93%的分离产能在中国。下游应用阶段，全球90%的永磁材料产能在中国。中端消费阶段，2023年的数据，全球56.5%的份额在中国，美国国防是中国重稀土的大客户，美国国防需求占其总消费35%。在欧美试图反制中国的过程中，他们遇到了三个难题：1、时间枷锁：美国重建完整产业链需10-15年，而F-35现有稀土库存仅够2周高强度冲突。2、成本绝境：欧盟测算本土稀土综合成本为中国3倍，车企无法承受电机价格翻倍。3、技术代差：日本丰田无稀土电机磁损率高达15%，比钕铁硼电机能效低20%，商业化失败如果说美国在高端芯片卡中国脖子，中国在重稀土卡美国脖子，一点不夸张，美国没有任何办法。稀土，还是稀土全球无法脱离中国稀土的本质，是“资源禀赋—技术垄断—产业生态”三重壁垒共同构筑的系统优势：短期看，西方仍将受制于中国配额政策，重稀土断供可瘫痪其高端制造业；长期看，即便美澳加速开采，冶炼技术代差和成本劣势仍使其难以撼动中国主导地位。但是稀土对于高端制造业又极为重要，美国不得不低头，稀土就是中美伦敦判断美国的核心诉求。军事领域上，每架F-35需417公斤稀土，弗吉尼亚级核潜艇需4.2吨，中国断供可致美军工产能下降80%。在能源转型上，每台新能源汽车电机需钕铁硼磁材5公斤，中国光伏组件占全球80%，而稀土是硅片切割关键耗材。在可预见的未来，稀土仍将是中国应对国际博弈的“王牌筹码”，而全球产业唯有适应这一现实，方能寻求脆弱平衡。那么稀土能不能投资呢？2024年中国稀土出口量同比降11.2%，但通过配额调整使镝、铽价格年内暴涨200%，带来稀土行业净利润大幅度改善。北方稀土一季度净利润暴涨727.3%，中国稀土一季度净利润暴涨125.15%，主要就是因为量缩价涨。随着中国高端制造发展+核心科技突破，稀土的稀缺性和重要性日益增加，中国对环境保护也越来越重视了。
Find YOUR VOICE in NWM to level upListen up—go to www.rankandbanksystem.com right now. Why? Because if your network marketing check isn't where you want it, this is the fix. It's my 30-day Rank & Bank System—daily trainings from me, daily challenges that actually move the needle, and accountability that keeps you in the game. Here's the kicker: it's got a 100% money-back guarantee. You follow the system, show up for 30 days, and if your check doesn't grow, you pay nothing.
Elisha Newell and Claire Tyrrell discuss why some property leaders are calling for a reduction in red tape, in relation to development of Perth CBD-based assets. Plus: Perseus hits go on $820m goldmine; US-China trade war presents challenges, Lynas says; WA in economic hat-trick: CommSec.
This is the Fear and Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes. ASX lifts CoStar-Domain deal Lynas warnings Brambles downgrade Trump cuts Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.
This is the Fear and Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes. ASX lifts CoStar-Domain deal Lynas warnings Brambles downgrade Trump cuts Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.
Tesla’s performance over the last quarter was questionable at best, so is it time for Elon Musk to change his association with Donald Trump? MARKET WRAP: ASX200: up 1.33%, 7,920 GOLD: $3,330 US/oz BITCOIN: $146,873 AUD BHP lifted by 3.3% and Fortescue up 2.7%. WiseTech Global added 5.5%, and NextDC climbed just under 5%. Macquarie bank shares up another 5.2% to $190.38 Telix confirms FY 2025 revenue guidance of $770 million to $800 million shares up more than 12% to $28.32 Evolution Mining plummeted by 10% to $7.90 with fellow gold miners Northern Star Resources and Newmont also down 9.5% and 7% De Grey and Lynas were also weaker. The CBA had some profit takers today, closing down 2.5% to $163.77 a share. CURRENCY UPDATE: AUD/USD: 64.0 US cents AUD/GBP: 48.1 pence AUD/EUR: 56 Euro cents AUD/JPY: 90 Japanese yen AUD/NZD: 1.07 NZ dollars See omnystudio.com/listener for privacy information.
Les restrictions chinoises à l'exportation de plusieurs terres rares, des minerais indispensables aux véhicules électriques, à l'électronique de pointe, ou encore aux aimants, ont fait grimper les actions de plusieurs compagnies minières australiennes qui comptent bien profiter des perturbations du commerce mondial de terres rares. Le pays se positionne depuis plus de dix ans comme un fournisseur clé de métaux, et notamment de terres rares. Il en est même devenu un producteur majeur. En 2022, le pays était classé sixième pour ses réserves, selon une note de la direction générale du Trésor.Cela n'a pas échappé aux investisseurs qui soutiennent les grands noms du pays qui exploitent déjà ces minerais, tels que Lynas Rare Earths, Northern Minerals et Arafura Rare Earths, comme l'explique le Financial Times. Les restrictions chinoises à l'exportation annoncées ces derniers jours ont ouvert une brèche dans ce marché très fermé. Les acteurs australiens du secteur entendent bien en profiter. Certains comme Lynas assurent même être idéalement positionnés.Le défi du raffinageLe traitement de certaines terres rares australiennes dites légères se développe à l'étranger. La principale compagnie du secteur, Lynas, a ainsi bénéficié de fonds japonais, pour investir en Malaisie et purifier sa production australienne. Cette même société est aussi soutenue par le ministère américain de la Défense et construit actuellement la première usine de raffinage de terres rares lourdes (dyprosium, terbium) en dehors de Chine. Sur le sol australien, un autre opérateur minier, Iluka Resources, pourrait raffiner des terres rares lourdes à l'horizon 2027.Raffiner cette famille de terres rares, hors de Chine, est plus que stratégique : ces minerais sont essentiels pour fabriquer des aimants capables de résister à de très hautes températures. Des aimants utilisés notamment dans le secteur de la défense. La Chine toujours en situation de quasi-monopoleSi la Chine produit environ 60% des terres rares de la planète, sa domination s'exerce surtout par le raffinage, puisque 90% des terres rares, toutes catégories confondues, sont traitées dans le pays.Les trois grammes de terres rares de votre smartphone, les deux ou trois kilos de votre véhicule électrique ou les centaines de kilos que l'on trouve dans une éolienne – selon des calculs du Bureau de recherche géologique et minière – ont en majorité transité à un moment par la Chine, même s'ils ont été extraits ailleurs.
Wall Street ended the rollercoaster week of last week in the green on Friday after possibly the most volatile week in NYSE history as investors responded live to Trumps tariff updates as they were announced. The Dow Jones rose 1.56%, the S&P500 rose 1.81% and the Nasdaq ended the last trading session of the week up 2.06%. The rise in investor optimism on Friday was due to the White House remaining optimistic a deal on tariffs would be done with China. Let's hope for some more clarity and calm on global markets this week.In Europe on Friday markets in the region closed mostly lower to round off a choppy week for stocks in the Eurozone. The STOXX 600 fell 0.1%, Germany's DAX fell 0.9%, the French CAC dropped 0.3%, and, in the UK, the FTSE100 ended the day up 0.64%.Across the Asia region on Friday markets closed mixed as investors assessed escalating trade wars with the US. Japan's Nikkei lost almost 3%, South Korea's Kospi index fell 0.5%, but Hong Kong's Hang Seng rose 1.13% and China's CSI index ended the day up 0.41%.Locally on Friday the ASX200 fell 0.82% with every sector aside from consumer discretionary stocks ending the day in the red, with healthcare taking the biggest hit amid Trump's latest tariff announcement on producers in the sector. For the week, the ASX200 lost just 0.28% despite the extreme highs and lows of the trading week.What to watch today:Gold miners rallied last week as the price of the precious commodity topped US$3200/ounce for the first time later in the week.On the commodities front this morning oil is trading 2.38% higher at US$61.50/barrel, gold is up 1.5% at US$3236.55/ounce and iron ore is up just 0.06% at US$99.95/tonne.The Aussie dollar has slightly improved against most currencies to buy 62.86 US cents, 90.64 Japanese Yen, 49.03 British Pence and 1 New Zealand dollar and 8 cents.Ahead of Monday's trading session here in Australia the SPI futures are anticipating the ASX will open the day up 0.23%.This week will be interesting on the tariffs front as we ended last week with Trump raising total tariffs on China to 145% but backtracked on electronics and certain imports that support large caps like Apple.Trading Ideas:Bell Potter has downgraded the rating on Lynas Rare Earths (ASX:LYC) from a hold to a sell as the analyst believes valuation has been overextended and the current share price prices in optimistic expectations. The analyst still believes Lynas is a high-quality business with viable growth options and a strong management team.Trading Central has identified a bullish signal on Waypoint REIT (ASX:WPR) following the formation of a pattern over a period of 90-days which is roughly the same amount of time the share price will rise from the close of $2.50 to the range of $2.65 to $2.69 according to standard principles of technical analysis.
Interview with Paul Atherley, Chairman of Pensana PLCOur previous interview: https://www.cruxinvestor.com/posts/pensana-pre-confident-funding-is-imminent-2582Recording date: 28th March 2025Pensana PLC, chaired by Paul Atherley, has secured financing to begin construction on one of the world's largest undeveloped rare earth projects in Angola. The project will process 20,000 tons initially, eventually scaling to 40,000 tons, placing it in the same league as industry leaders Lynas and MP Materials.The financing package comes from three key institutions: Angola's sovereign wealth fund (FSDA), Absa Bank from South Africa, and the African Finance Corporation. The structure consists of approximately 60% debt and 40% equity spread across these institutions. The equity component is expected to be drawn down within weeks, while the debt documentation will take 6-9 months to finalize.What distinguishes Pensana's approach is its focus on creating a non-Chinese rare earth supply chain. Rather than simply mining and exporting raw materials to China, the company plans to produce a mixed rare earth carbonate (MRE), a midstream product that can be processed further outside China. The company is in discussions with potential partners who have separation capacity outside China, which Atherley describes as "a very important step" in creating an independent global supply chain.The Longonjo project contains over 100,000 tons of valuable neodymium and praseodymium in its top 30 meters, with an exceptionally low strip ratio of 0.2:1, indicating efficient mining potential. Technical validation has been completed through extensive testing at laboratories in Western Australia, confirming the quality of their product.Construction is now beginning, with first production targeted for the end of 2026, followed by a six-month ramp-up period to reach full production in 2027. The financing will dilute Pensana's ownership from 84% to 70% initially, with potential further dilution to 52% if certain mezzanine financing is not refinanced.Atherley sees significant growth potential as the company is "building a project at the bottom of the rare earth price cycle," contrasting their current $100 million market cap with Lynas at $4 billion. He highlights future demand drivers including electric vehicles, wind turbines, and emerging technologies like humanoid robotics.As Atherley notes, "It's an electric future based on electromagnetics and we will be a producer going into that rising thematic."View Pensana's company profile: https://www.cruxinvestor.com/companies/pensana-plcSign up for Crux Investor: https://cruxinvestor.com
Vaiva Rykštaitė. „Mėlynas namas Havajuose“. Išleido leidykla „Tyto alba“.Naujausia Vaivos Rykštaitės knyga – autofikcinis romanas apie namų tvarkymo apsėstą mažų vaikų mamą, kamuojamą pogimdyminės depresijos. Havajų sala romane skleidžiasi kaip egzotiškas motinos liūdesio ir kultūrinio atradimo fonas, o pats namas – kaip savasties archetipas, simbolizuojantis sielos buveinę, taigi mus pačius. Knygos ištraukas skaito aktorė Aldona Bendoriūtė.
Vaiva Rykštaitė. „Mėlynas namas Havajuose“. Išleido leidykla „Tyto alba“.Naujausia Vaivos Rykštaitės knyga – autofikcinis romanas apie namų tvarkymo apsėstą mažų vaikų mamą, kamuojamą pogimdyminės depresijos. Havajų sala romane skleidžiasi kaip egzotiškas motinos liūdesio ir kultūrinio atradimo fonas, o pats namas – kaip savasties archetipas, simbolizuojantis sielos buveinę, taigi mus pačius. Knygos ištraukas skaito aktorė Aldona Bendoriūtė.
Half-year earnings for Woolworths were lower as industrial action hit profits, but will Coles be a similar result? MARKET WRAP: ASX200: down 0.14%, 8,240 GOLD: $2,923 US/oz BITCOIN: $140,107 AUD Wisetech saw half-year profit and revenue up, but a return by founder Richard White as executive chairman saw shares higher, up by 2% to $96.50 PointsBet shares up 32% to $1.10 Worley lifted more than 10 per cent to $15.46 after the company announced a $500 million share buyback and delivered a 72 per cent jump in interim net profit to $183 million. Woolworths had a 21% drop in net profit to $739 million sending shares down more than 3% to $30.60. Flight Centre shares down more than 10% to $15.92 Lynas announced a significant drop in profit and no dividend. Shares closing down 1.7% to $6.85. CURRENCY UPDATE: AUD/USD: 63.30 US cents AUD/GBP: 50.0 pence AUD/EUR: 60 Euro cents AUD/JPY: 94 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.
Dr JL, GP shares his career journey, and investing journey. •BPT background to currently working General Practice •humble beginnings to now passive income •Rich Dad Poor Dad, Barefoot investor, How to Create an income for life (Margaret Lomas) •property portfolio 2.5M •property spruiker story (what red flags to look out for) •first investment property bought for $330k in Adelaide •managed funds and index funds, and shares (in lead up to GFC) •owner occupied property •mining share (Lynas rollercoaster) •latest Perth purchases (rent return from $330 to $570/wk) (Dr Dan): In other news: I've been receiving few property related questions lately, keep sending them in and I will do a Q+A session.Music Credit: Bass Nation.Send in your questions to: passiveincomedoctors[AT]gmail.com
Faith in the public square, a weekend for fathers and their 11y/o moving into year 8, and the small question of what it means to be human…Welcome to the first of our LIVE Podcasts.Kicking things off with Peter Lynas at the Regular Joes men's conference run by our friends at RUMbLE. Peter trained and worked as a barrister. Married to Rose with two daughters. He has sat on various boards over the years, including the board of Regent College, where he and his wife studied for a season. He also sits on our board at Exodus. His passion for faith in the public square compels him as a regular commentator in the media. He now directs the work of Evangelical Alliance across the UK and is co-lead of Being Human.Subscribe to our mailing list and receive a copy of The Heart of the Father - Seven Readings for Fathers.Guest: Peter Lynas is the director of Evangelical Alliance in the UK and co-lead of Being Human. Host: Andy Lamberton is director of Legacy and author of Letters for Exiles. Links:Being HumanEvangelical Alliance
We're back with another edition of Buy or Sell with Adam Keily. Today he is joined by Henry Jennings, Senior Market Analyst at Marcus Today.Adam and Henry are going through 10 stocks on Henry's watchlist or are front of mind for the Equity Mates community.The companies covered on today's episode include:Lionstown Resources (ASX: LTR)Zip Co (ASX: Z1P)IGO Limited (ASX: IGO)Qantas Airways (ASX: QAN)CSL Limited (ASX: CSL)NextDC Limited (ASX: NXT)Lynas Rare Earths (ASX: LYC)Southern Cross Electrical Engineering Limited (ASX: SXE)ASX: ASX Xanadu Mines Ltd (ASX: XAM) —------Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.—------Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.—------Want more Equity Mates?Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don't Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
Savaitinėje 15min laidoje apie futbolą „Skrieja kamuolys“ apžvelgiamos Lietuvos ir pasaulio futbolo aktualijos. Laidos vedėjai – 15min žurnalistai Marius Bagdonas ir Aurimas Tamulionis bei „Go3“ komentatoriai Karolis Dudėnas ir Rytis Vyšniauskas. 00:00 Intro 05:28 „Panevėžio“ agonija Europoje 23:10 A lygos reikalai ir šlapios malkos Šiauliuose 32:05 Karštas Kauno derbis be nugalėtojo 36:20 Kuprotą „Panevėžį“ ir Alytuje muša 41:05 Kaip kitmenas ir vėl įžnybo didžiam specialistui 50:08 Anglijos „Premier“ lygoje – iššovęs mėlynas pagalys 1:28:22 Arvydo Sabonio derbis ir žavi Flicko „Barca“ 1:52:10 Nemirštantis „vaistininkas“ ir kepurėtas „Bayern“ 2:09:38 Skirtinga Milano klubų realybė
Adam Keily is back for another episode of Buy or Sell.This episode he sits down with Felicity Thomas of Shaw & Partners and the cohost of the Talk Money to Me podcast (listen on Apple or Spotify)—------Have an investing question?Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this formWant more Equity Mates?Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don't Stress, Just InvestFollow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Please also keep in mind that the opinions expressed by Felicity are her own and not the opinion of Shaw & Partners. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
This is the Fear and Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes. ASX recovers after big fall Assange battle Job vacancies drop Lynas ramps up operations Guzman shorts Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.
This is the Fear and Greed Afternoon Report - the top five things you need to know today, in just five minutes. ASX recovers after big fall Assange battle Job vacancies drop Lynas ramps up operations Guzman shorts Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.
Peter Lynas, the UK Director for Evangelical Alliance, talks about how Christians are called to communicate with those who are caught up in the culture war and speaking Truth, while always showing grace. Apologist Daniel DeWitt shares how every person longs to worship something and the danger of romanticizing the reality around us. Faith Radio podcasts are made possible by your support. Give now: Click here
Today's cultural conversations are increasingly complex and confusing. Whether we're sat round the kitchen table, chatting in the workplace, or debating laws in parliament, the stories that shape who we are and how we are to live are often polarised and contradictory. This seminar will help you understand what these stories are, where they're coming from and how we can offer an alternative good, true and beautiful story of what it means to be human today.
BHP eye off Anglo American. Wow.We also got round to chatting about Chalice's (CHN) bizarre buying in Encounter (ENR) stock, Lynas's (LYC) cost blowout at Kalgoorlie, Metals X's (MLX) disappointing quarter of production and Equinox (EQX.nyse) scooping up the other 40%-stake in the big Greenstone mine. Sign-up for the Director's SpecialAll information in this podcast is for education and entertainment purposes only and is of general nature only.The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.MoM doesn't operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don't make any representation or warranty that it's accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.VRIFY – Communicate in 3Dgrant@vrify.com GetWet Solutions – Innovative bladder tanks for mobile water storageMatt.hall@getwetsolutions.com.au DSI Underground – Ground support gurushttps://www.dsiunderground.com/contact Silverstone – Energy solutions for your businesskenny@sstone.com.au Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + moreseamus@anytimees.com WA Water Bores – WA's premier water well drilling companyJames@wawaterbores.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au(0:00:00)Introduction(0:02:00)BHP eye off BIG swing for Anglo(0:36:55)Chalice pop up on Encounter's register(0:40:40)Lynas' up Kaloorglie capex… again(0:43:32)Metals X disappoint the barrons (0:46:03)Equinox pay US$1b for Greenstone remainder
Mark Pownall and Jack McGinn discuss subsidy warnings; WA Labor's next generation; Hancock's Lynas stake, tailings clean up, Minderoo job cuts, Macmahon's move for Decmil and Inpex's Ichthys decision.
Der Goldpreis konsolidiert zwar ein wenig, hält sich aber weiter in Schlagdistanz zur Marke von 2.400 Dollar. Die Minen bewegen sich weiterhin eher zäh nach oben – zumindest die großen.
Lynas Rare Earths Limited is a Malaysia-based company, which is engaged in the extraction and processing of rare earth minerals, primarily in Australia and Malaysia, and development of rare earth deposits. The Company's assets include Mt Weld, Lynas Malaysia, Kalgoorlie and Lynas USA. Mt Weld is a rare earth mine, located approximately 35-kilometers (km) south of Laverton in Western Australia. Lynas Malaysia is an integrated manufacturing facility, separating and processing rare earths materials, located in the Gebeng Industrial Estate near the Port of Kuantan in Malaysia. Kalgoorlie is a rare earth processing facility which is located in Western Australia. Shares for Beginners and Stockopedia proudly present "Weekend Watchlist". Each week we dissect a company using Stockopedia's Factor driven analysis process. Go to https://why.stockopedia.com/sfb/ for your free trial and special discount offer. Why not join Stockopedia today and take advantage of this special offer of 10% off the first year of membership and see for yourself why Stockopedia is the essential tool for every serious DIY share investor. 14-day free trial included, then a no-quibble 30-day money back guarantee. https://why.stockopedia.com/sfb/ Find out more about Stockopedia by going to my review: https://www.sharesforbeginners.com/stockopedia-aunz-reviewDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they're offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.
A big start to the week with lithium market darling Liontown (LTR) announcing a Kathleen Valley funding update, seeing the stock come off 20%. Perseus's (PRU) bid to buy OreCorp (ORR) in an all-cash deal caught our eye as well as Wyloo's unfortunate decision to put its Kambalda nickel operations on care & maintenance. On the theme of managing costs, we commented on Chalice's (CHN) decision to cut back, before rounding off on Lynas's (LYC) quarterly, with our eye's focused on an update on the Kalgoorlie processing facility. 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.Thank you to our Podcast Partners: InvestorHub – The go-to Digital Platform shaking up the Investor Relations industryEmail rhori@investorhub.com for more information DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries Terra Capital – Specialist investment manager in the natural resources sector McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT's, normet's, trucks and more Brooks Airways – Perth's leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on InstagramChapters: 0:00:00 | Introduction 0:00:43 | Engage with your shareholders 0:04:12 | Why is Liontown down 20%?! 0:21:21 | Is Perseus's bid for OreCorp superior? 0:37:22 | Wyloo put their nickel operations on care & maintenance 0:51:53 | Chalice cut back on spending 0:54:12 | What we learnt from Lynas's quarterly
The hits keep on coming at Money of Mine.Where else to start but the big one, Evolution Mining (EVN) shaving $1.3b in market value with the release of their poor December quarterly.Wildcat's (WC8) cashed up balance sheet gets a mention before we demand answers from Lynas (LYC) on what is going on at the Kalgoorlie processing facility.WA1 Resources (WA1) are out raising $30m to grow their Luni discovery and lastly we analyse Pantoro's (PNR) decision to get underground sooner at Scotia as well as how stable their financial position is.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. Thank you to our Podcast Partners: InvestorHub – The go-to Digital Platform shaking up the Investor Relations industryEmail rhori@investorhub.com for more information DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries Terra Capital – Specialist investment manager in the natural resources sector McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more KCA Site Services – Underground mining machine hire for IT's, normet's, trucks and more Brooks Airways – Perth's leading charter flight operators K-Drill – Safe, reliable, and productive surface RC drilling Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on InstagramTIMESTAMPS(0:00:00)Introduction(0:01:00)Get on the front foot with reporting (0:02:44)You need to hire any mining equipment?(0:04:22)What was SO bad about Evolution's Quarterly?(0:18:20)How does Wildcat's raise look in hindsight?(0:20:09)What's going on at Lynas's Kalgoorlie processing facility?(0:29:17)WA1 out raising $30m(0:33:40)Pantoro pull forward underground work - will it save them?
Our podcast listeners often ask which economics books they should read to get up to speed on some of the discussions we have, and to understand more about the way the economy really works. This week, for those with a wad of book tokens gifted to them at Christmas, we look at a selection that are worth getting stuck into over the holiday period including:Gleeson-White, J. (2011). Double Entry. Sydney, Allen and Unwin. https://www.janegleesonwhite.com/double. A beautifully written exposition of the evolution of double-entry bookkeeping.Bak, P. (1996). How nature works: the science of self-organized criticality. New York, Springer. https://link.springer.com/book/10.1007/978-1-4757-5426-1. An accessible explanation of a complex subject.Minsky, H. P. (1982). Can "it" happen again? : essays on instability and finance. Armonk, N.Y., M.E. Sharpe. Can It Happen Again? | Essays on Instability and Finance | Hyman Minsk (taylorfrancis.com). About twenty very well written short essays by Minsky that explain his approach to economics. Much better than either of his books.Lynas, M. (2020). Our Final Warning: Six Degrees of Climate Emergency. London, HarperCollins Publishers. https://www.amazon.co.uk/Our-Final-Warning-Degrees-Emergency-ebook/dp/B07YN9WSN8/. The best read on what climate change will actually mean.Adams, D. (2003). The Hitchhiker's Guide to the Galaxy: The Original Radio Scripts. additional material by M. J. Simpson. (25th Anniversary ed.). London, Pan Books. https://www.amazon.co.uk/Original-Hitchhikers-Guide-Galaxy-Scripts/dp/1529034477. An antidote to reality. Hosted on Acast. See acast.com/privacy for more information.
Vaiva Rykštaitė. „Mėlynas namas Havajuose“. Išleido leidykla „Tyto alba“.Naujausia Vaivos Rykštaitės knyga – autofikcinis romanas apie namų tvarkymo apsėstą mažų vaikų mamą, kamuojamą pogimdyminės depresijos. Havajų sala romane skleidžiasi kaip egzotiškas motinos liūdesio ir kultūrinio atradimo fonas, o pats namas – kaip savasties archetipas, simbolizuojantis sielos buveinę, taigi mus pačius. Romano ištraukas skaito aktorė Aldona Bendoriūtė.
Vaiva Rykštaitė. „Mėlynas namas Havajuose“. Išleido leidykla „Tyto alba“.Naujausia Vaivos Rykštaitės knyga – autofikcinis romanas apie namų tvarkymo apsėstą mažų vaikų mamą, kamuojamą pogimdyminės depresijos. Havajų sala romane skleidžiasi kaip egzotiškas motinos liūdesio ir kultūrinio atradimo fonas, o pats namas – kaip savasties archetipas, simbolizuojantis sielos buveinę, taigi mus pačius. Romano ištraukas skaito aktorė Aldona Bendoriūtė.
In his defense, how much could the climate possibly have changed in the 6,000 years the earth has existed?Listen to the full episode on our Patreon (https://www.patreon.com/deniersplaybook) SOCIALS & MORE (https://linktr.ee/deniersplaybook)CREDITS Hosts: Rollie Williams & Nicole Conlan Executive Producer: Ben Boult Audio Producer: Gregory Haddock Researcher: James CrugnaleArt: Jordan Doll Music: Tony Domenick SOURCESNew US House speaker tried to help overturn the 2020 election, raising concerns about the next one. (2023, October 26). AP News.Hall, M. (n.d.). New Speaker Mike Johnson says the way to learn how feels about any issue is to read the Bible: “That's my worldview, that's what I believe.” Business Insider. Staff, P. P. (2023, October 25). Here's where Speaker Mike Johnson stands on the issues. POLITICO.New House speaker's views on LGBTQ issues come under fresh scrutiny. (2023, October 26). NBC News.Macnaughton, S. (2023, October 29). Inside the Alliance Defending Freedom, the Anti-LGBTQ Org Where Mike Johnson Spent Almost a Decade. Rolling Stone.Nast, C. (2023, October 26). Election Denial, “Sexual Anarchy,” Noah's Ark: All the Mike Johnson Details We Regret to Inform You Of. Vanity Fair.Hamilton, M. A. (2023, November 4). Mike Johnson, theocrat: the House speaker and a plot against America. The Guardian.Griffiths, B. D. (n.d.). Kelly Johnson, who is married to House Speaker Mike Johnson, practices a form of Christian counseling that classifies people into “choleric”, “phlegmatic,” and other ancient personality types purportedly ordained by God. Business Insider.New House Speaker Thinks Creationist Museum Is “Pointing People To The Truth.” (2023, October 26). HuffPost.Tait, R. (2023, October 26). House speaker once won taxpayer funds for Noah's Ark park accused of bias. The Guardian.U.S. Rep. Mike Johnson and Climate Change. (n.d.). The Shreveport Times,Worldometer. (2016). CO2 Emissions per Capita - Worldometer.AJLabs. (n.d.). How much does Africa contribute to global carbon emissions? Al Jazeera.Ramanujan, K. (2021, October 19). More than 99.9% of studies agree: Humans caused climate change. Cornell Chronicle; Cornell University. Watts, J. (2021, October 19). “Case closed”: 99.9% of scientists agree climate emergency caused by humans. The Guardian.Lynas, M., Houlton, B. Z., & Perry, S. (2021). Greater than 99% consensus on human caused climate change in the peer-reviewed scientific literature. Environmental Research LetterJohnson, U. S. R. M. (n.d.). Rep. Johnson: Paris climate deal was bad for U.S. The Shreveport Times.Republican Study Committee Backgrounder: A Greedy New Steal, 13 Page Report. Mike Johnson. Washington Times.Johnson, Mike. “This bill will raise taxes on the middle class and increase prices for consumers.” X (Formerly Twitter).Who is running for House speaker? These are the Republicans aiming for the top job after Jordan's exit. (n.d.). USA TODAY.Mike Johnson's Environmental Voting Record. League of Conservation Voters Scorecard.Friedman, L. (2023, October 26). New House Speaker Champions Fossil Fuels and Dismisses Climate Concerns. The New York Times. Brugger, E. D., Kelsey. (2023, October 25). Mike Johnson, a climate science skeptic, is speaker nominee. E&E News by POLITICO. House Speaker Mike Johnson's First Big Bill Cuts Biden's Climate Change Funding. (2023, October 26). Bloomberg. Brugger, E. D., Kelsey. (2023, October 4). What McCarthy's fall means for energy, environment policy. E&E News by POLITICO. What does the US Speaker of the House do? (2023, January 4). BBC News. New House Speaker Widens Partisan Climate Divide. (2023, October 29). Bloomberg.com. Trubek, A. (2019, December 18). Jim Jordan's Gerrymandered District - Belt Magazine. Beltmag.com.North Carolina's new GOP gerrymander could flip four House seats. (2023, October 25). POLITICO. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Mark Pownall and Jack McGinn discuss the state of play in Western Australia's olive industry. Plus: Dalkeith multi-storey approval; Wildcat's big raise plans, and Lynas expansion plans.
As we navigate IMARC (and all the associated BD for the week) we roped a previous guest, Kingsley Jones, onto the podcast to discuss Lynas' product transit, what it means for rare earth aspirants, and the Azure Minerals dilemma. We are also joined by Ben Nolan who has been sitting in limbo with other AVZ shareholders for the best part of two years. Ben relays the journey as a shareholder and has some insights for investors as a result of his experience. 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. Thank you to our Podcast Partners:Terra Capital – Specialist investment manager in the natural resources sectorAnytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreJP Search – Recruitment specialists for the financial worldK-Drill – Safe, reliable, and productive surface RC drillingSMEC Power & Technology – Electrical specialists for the mining industryKCA Site Services – Underground mining machine hire for IT's, normet's, trucks and moreMcMahon Mining Title Services (MMTS) – Australia-wide tenement service expertsFutureproof Consulting – Sustainability consultants providing ESG solutions for businesses of all sizes Money of Mine Summer Event – tickets live 10am AWST Thursday 2 November Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTubeFollow Money of Mine on TwitterFollow Money of Mine on LinkedInFollow Money of Mine on Instagram Chapters:(0:00) Introduction(5:22) What we think of IMARC so far(8:00) AVZ Shareholder, Ben Nolan, Joins Us to discuss the Journey(29:53) Kingsley Jones on Lynas, Rare Earths and Azure Minerals
We've got a great discussion for the Money Miners today, an interview with Dylan Kelly on all thing's rare earths. We break down what the rare earth elements that matter are, where the value is added along the chain, which companies have executed well + why, what is needed to be a successful rare earths miner, how the geopolitical situation looks plus a lot more. Enjoy the chat! 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. Thank you to our Podcast Partners: Terra Capital – Specialist Investment manager in the natural resources sector Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more JP Search – Recruitment specialists for the financial world K-Drill – Safe, reliable, and productive surface RC drilling Topdrill – Drilling into the future Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTube Follow Money of Mine on Twitter Follow Money of Mine on LinkedIn Follow Money of Mine on Instagram Timestamps:(0:00) Preview(0:53) Intro(4:05) Dylan Kelly (DK) on Money of Mine!(9:00) The demand story versus lithium(15:10) Rare Earths 101(24:31) What are ionic clays all about?(26:12) The environmental debate(28:50) Barriers to entry(31:03) Government intervention in RE investments(32:48) What determines a good vs bad Ionic Clay(35:28) Risk vs Reward investing in Rare Earths(38:19) China's impact on market(42:47) Would Terra Capital invest in a Chinese RE play?(43:52) Iluka + other Mineral Sands deposits with RE by-products(48:38) China's impact on NdPr pricing(50:45) Can rare earths be substituted?(54:03) Is recycling going to happen on a larger scale?(55:53) The rules for picking stocks!(59:16) Lynas execution risk(1:03:17) Iluka's capacity(1:06:23) The developers & explorers
Undinė Radzevičiūtė. „Kraujas mėlynas“.Išleido Lietuvos rašytojų sąjungos leidykla.Kraujo spalva pasikeičia dėl to, kad nuolat valgant iš sidabrinių indų į jį patenka sidabro dalelių. O kai tos dalelės šeimos kraują veikia kelis šimtmečius iš eilės, kraujas tampa lyg užnuodytas. Ir tie nuodai sukelia žmogaus ambicijas. Dažnai tai nepavojinga, bet jei susiklosto palankios aplinkybės ambicijoms didėti, galima pasiekti ribą, kai jos ima naikinti viską aplinkui. Net patį ambicijų turėtoją. Ir veda ir jį, o ypač tuos, kurie su juo, į mirtį. Romano ištraukas skaito aktorė Lina Budzeikaitė.
Undinė Radzevičiūtė. „Kraujas mėlynas“.Išleido Lietuvos rašytojų sąjungos leidykla.Kraujo spalva pasikeičia dėl to, kad nuolat valgant iš sidabrinių indų į jį patenka sidabro dalelių. O kai tos dalelės šeimos kraują veikia kelis šimtmečius iš eilės, kraujas tampa lyg užnuodytas. Ir tie nuodai sukelia žmogaus ambicijas. Dažnai tai nepavojinga, bet jei susiklosto palankios aplinkybės ambicijoms didėti, galima pasiekti ribą, kai jos ima naikinti viską aplinkui. Net patį ambicijų turėtoją. Ir veda ir jį, o ypač tuos, kurie su juo, į mirtį. Romano ištraukas skaito aktorė Lina Budzeikaitė.
Today we're sharing with the Money Miners our discussion with Kingsley Jones. Kingsley runs the investment firm he founded, Jevons Global, on the back of years of experience at firms such as Credit Suisse, AllianceBernstein, and Macquarie group. With this background, his early career may surprise some. He is a PhD in Theoretical Physics with added experience working in research, which shines through in his scientific-based outlook on the market and commodities. We had a great discussion ranging from topics such as the implications of the Inflation Reduction Act & downstream commodity processing to the various commodities he looks at and their outlooks, including graphite, rare earths, lithium, and more. Be sure to catch Kingsley's Quick Fire Round, with his under or overrated takes on topics from DLE to Niobium to Lynas. Enjoy the interview & feel free to get in touch with any feedback! 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. Thank you to our Podcast Partners:Terra Capital – Specialist Investment manager in the natural resources sectorAnytime Exploration Services – Exploration workers, equipment, core cutting/storage plus much more Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTubeFollow Money of Mine on TwitterFollow Money of Mine on LinkedInFollow Money of Mine on Instagram Chapters:(0:00) Preview(0:51) Introduction(2:35) Welcoming Kingsley Jones onto Money of Mine(3:22) What does Jevons Global Do?(6:16) Transitioning from Theoretical Physicist to Investor(8:35) Why Kingsley Loves the Commodity Market(9:55) What's the Macro Situation(19:07) Fighting Disinformation(23:07) Is Lynas' History a Case Study for the Future From IRA?(28:29) Potential Bifurcation from the IRA and Winners(33:13) Lithium and the IRA(38:09) Going Downstream in Australia(41:10) What's the actual Price Floor in Iron Ore(49:33) How to Understand the Graphite Market(54:38) Avoiding Group Think(58:32) Quick Fire – Underrated or Overrated?!
In this episode, Chloe introduces herself and her personal journey to the Grange Project. Tom and Chloe then interview Mark Lynas (British author and environmental activist) about the current realities of our climate crisis - the fact that we're unlikely to maintain global warming to 1.5 degrees and the severe implications of reaching 2 degrees. Mark underscores the pivotal role humans play in controlling emissions and calls attention to the crucial role government policies play in this. The episode concludes with an inspiring call-to-action for listeners to get involved in advocacy and campaigning. Finally, Chloe and Tom reflect on the engaging discussion, reiterating the significance of combined efforts in fighting the climate crisis.Your HostsTom Constable: https://www.linkedin.com/in/tom-constable/Chloe Constable: https://www.linkedin.com/in/chloe-constable-24155821b/Our GuestMark Lynas is a prominent British author, journalist, and environmental activist known for his work on climate change and environmental issues. He gained international recognition as a vocal advocate of scientific evidence and technology in addressing global challenges. Lynas authored several influential books, including "Our Final Warning: Six Degrees of Climate Emergency," which explored the potential consequences of global warming. Mark Lynas has been a powerful voice in the environmental movement, contributing to public awareness and the debate surrounding climate change and its impact on our planet.Website: https://marklynas.org, Twitter: https://twitter.com/mark_lynasGrange Project Contact & Social MediaEmail: hello@grangeproject.co.ukInstagram: https://www.instagram.com/grange.project/Facebook: https://www.facebook.com/groups/grangeprojectYouTube: https://www.youtube.com/@GrangeProjectLinkedIn: https://www.linkedin.com/in/tom-constable/Listen out for:[00:01:02] Tom interviews Chloe about her journey to becoming a co-founder of the Grange Project[00:08:43] Mark introduces himself and his many professional identities[00:13:55] We discuss how the world cannot hold to 1.5 degrees and the potential impacts of 2 degrees of warming[00:19:25] Mark talks about how humans have control over their emissions and the importance of government policy[00:26:50] A conversation about how the only thing that matters is collective efforts and holding our governments accountable[00:31:24] Ideas around how you can get involved in advocacy and campaigning[00:36:46] The ‘Wilder Podcast' closing questions: what is the one thing you would hope listeners would take away from this...
How do you know whether your child has selective mutism or is just shy in certain situations? Joining me today to discuss selective mutism—an anxiety disorder that is characterized by the inability or refusal to speak in certain situations, despite being capable of speech in other settings—is Dr. Carmen Tumialan Lynas. Dr. Tumialan Lynas is a clinical psychologist and anxiety specialist and the founder of Advanced Therapeutic Solutions. Recognizing the symptoms of selective mutism (SM) is crucial in order to provide appropriate support. If you think your child may have SM, you won't want to miss this episode that covers what to look out for and how to help children so they can overcome their communication challenges and thrive! I want to hear from you! Send me a topic you want me to cover or a question you want answered on the show! ✨ DM me on Instagram at @securelyattachedpodcast or @drsarahbren ✨ Send an email to sarah@drsarahbren.com ✨ And check out drsarahbren.com for more parenting resources
We covered lots of ground today, filling the Money Miners in on Mining News from across the globe. In our deep-dive we expand upon Mineral Resource's (MIN.asx) late announcement on Friday, honing in on the cancelled lithium offtake with Ganfeng for Mt Marion. We also touch on the rumoured Barrick Gold (GOLD.nyse) bid for First Quantum (FM.tse); trouble at Lake Resources (LKE.asx) as capital costs emerge; progress in Brazil for Centaurus (CTM.asx); Lynas (LYC.asx) a little late with Kalgoorlie Facility; Sheffield (SFX.asx) 90% complete construction; Pantoro (PNR.asx) refinances their debt; and Albermale pays $30m for Lithium ground in WA. 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. Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Follow Money of Mine on YouTubeFollow Money of Mine on TwitterFollow Money of Mine on LinkedInFollow Money of Mine on Instagram Chapters(0:00) Preview(0:19) Introduction(2:25) Barrick bidding for First Quantum?(5:34) Lynas updates on Kalgoorlie Processing Facility timing(7:57) Hudbay merger with Copper Mountain get approval(9:00) Centaurus buy back their offtake rights(11:49) Sheffield construction update(13:51) Lake Resources tumbles on capital cost reveal(18:36) Pantoro refinance debt ahead of merger with Tulla(20:28) Albermale pay $30m for Lithium exploration ground in WA(21:38) New Copper IPO on ASX backed by Tembo(24:03) MinRes cancel their offtake with Ganfeng for Mt Marion(39:55) Wrap-Up
It was looking like a slow news day until Silver Lake Resources (SLR.asx) came up with another media release. It reads as if they paid close attention to Friday's Money of Mine discussion (link below), as they refute St Barbara's (SBM.asx) reasoning for why the transaction didn't constitute a better deal for its shareholders. Again there was plenty for us to unpack before we rounded off with news from Lynas. Money of Mine 1st coverage episode of SLR dealhttps://youtu.be/hV_rwfC5AiA Silver Lake Resources media release (not released on ASX)https://www.silverlakeresources.com.au/cproot/279/2/23.05.08-Silver-Lake-clarifying-Media-Release.pdf All Money of Mine episodes are for informational purposes only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Follow us on YouTube: https://bit.ly/3A4fPgD Follow us on Twitter: https://twitter.com/moneyofminepod Follow us on LinkedIn: https://www.linkedin.com/company/money-of-mine/ Follow us of Instagram: https://www.instagram.com/moneyofminepod/
The Morning Run crew condenses the top conversations from the week, and keeps you clued in on the stories you might have missed. In this episode, we discuss the controversial appointment and resignation of World Bank President David Malpass; why Petronas and Lynas have been making headlines; and why arguments for EPF withdrawals continue to be put forth.
The Lynas rare-earth processing plant in Kuantan has had its license renewed for another 3 years, subject to conditions including relocating the “cracking and leaching” facility, which produces radioactive residue out of Malaysia before July 2023. Do these conditions adequately address concerns over health and environmental safety? Mageswari Sangaralingam of Sahabat Alam Malaysia breaks down the Lynas controversy for us.Image credit: T. Schneider
Lets get into Part 2 of our Rare Earths spectacular with Brett Hazelden and Darren Holden, who are the Managing Director and Chair of OD6 Metals. Make sure you head back to Part 1 and have a listen to the Rare Earths intro, where we gave an: Overview of Rare Earths and their history Their Primary uses How they are formed and found in the ground, specifically the difference between Carbonatite Rare Earths and Clay Rare Earths The metallurgical processes Why there is a run for them in this current market Now in Part 2, we go into who the first Rare Earth producers were globally from America, China and Myanmar and then Australia's role as the 4th biggest Rare Earth Producer, which is currently only coming from 1 mine, Lynas's Mt Weld. But who is next in line to start producing in Australia, well, you'll hear it in this episode. If you would like your company to be a part of Life Of Mine or Channel Mine News, get in touch with me via matt@lifeofminepodcast.com ***DISCLAIMER*** All Channel Mine News episodes are for information only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. **************** Buy all your Life Of Mine Merch here Life Of Mine LINKS Follow on LinkedIn Follow on Twitter Subscribe on Youtube Follow on Facebook Follow on Instagram Follow on TikTok Make sure you subscribe to Life Of Mine wherever you get your Podcasts (links below): APPLE SPOTIFY GOOGLE AMAZON MUSIC PODBEAN
Rally in Washington on January 11 to close Guantanamo Bay concentration camp – Herb Geraghty, organiser of the Witness Against Torture Increasing issues concerning nuclear subs for Australia – Dr Alison Broinowski, author, academic, President of Australians for War Powers Reform, and former Australian foreign diplomat Moves to expand Lynas plant in Malaysia which produces radio active materials – Malaysian/Australian environmental consultant and activist Lee Tan New Prime Minister in Fiji and other areas affecting the peoples of the Pacific – journalist and researcher Nic Maclellan Part 2 of interview with PHD candidate Sasha Gillies-Lekakis and his two months of research in Cuba Head to www.3cr.org.au/hometime-tuesday for full access to links and previous podcasts
We have come so far in the industry. When we look back at how things were done, we can find glaring contrasts with the way we are now. Whereas we could not imagine marketing without meeting face-to-face, the pace of technological advancement showed us it's possible. And it's taking the industry to new heights. Sharing their perspectives from before to now, John Solleder interview Karen Ford and Elaine Lynas. Having started in the network marketing industry way back in the 1990s, they each share the changes they have seen up to now and how they have navigated through them. They also talk about why we should join an MLM company today and share their advice on working with the new generation. The new year has just started, but already, the network marketing industry is further building itself to help people change their lives. Join this conversation and discover the opportunities to live a life of freedom!
Welcome to the SYNC Your Life podcast episode #99! On this podcast, we will be diving into all things women's hormones to help you learn how to live in alignment with your female physiology. Too many women are living with their check engine lights flashing. You know you feel "off" but no matter what you do, you can't seem to have the energy, or lose the weight, or feel your best. This podcast exists to shed light on the important topic of healthy hormones and cycle syncing, to help you gain maximum energy in your life. In today's episode, I'm interviewing Brandy Whitaker and Janna Lynas, two foundational leaders behind the Conner Prairie Museum's early childhood education program. Both of these women have played a vital role in both my life and the life of my oldest daughter, who attended preschool there for three years. In that three years, these two women and the philosopy behind the program: an entirely outdoor, nature-based, risk-encouraged, play-is-enough schema, reshaped my views on what education should be and how I can be a better parent to my children. Because I know many of my podcast listeners are mothers, I just HAD to bring this to the show. I think you'll be enlightened, inspired, and encouraged. Turns out, children teach us more than we teach them. Books referenced on the show, and that come recommended by these ladies: Vitamin N Balanced and Barefoot My previous podcast on The Benefits of Earthing and Vitamin N can be found here. If you'd like to speak to these women directly, please send me an email at jenny@jennyswisher.com and I can put you in contact. If you feel like something is "off" with your hormones, check out the FREE hormone imbalance quiz at sync.jennyswisher.com. To learn more about the SYNC Digital Course, check out jennyswisher.com. Let's be friends outside of the podcast! Send me a message or schedule a call so I can get to know you better. You can reach out at https://jennyswisher.com/contact-2/. Enjoy the show! Episode Webpage: jennyswisher.com/podcast
Welcome to The Nonlinear Library, where we use Text-to-Speech software to convert the best writing from the Rationalist and EA communities into audio. This is: A review of Our Final Warning: Six Degrees of Climate Emergency by Mark Lynas, published by John G. Halstead on April 15, 2022 on The Effective Altruism Forum. Reviewed work: Mark Lynas, Our Final Warning: Six Degrees of Climate Emergency, HarperCollins Publishers (2020). In the new edition of his book Our Final Warning: Six Degrees of Climate Emergency, Mark Lynas argues climate change will be truly catastrophic. He claims that, at 4°C above pre-industrial levels, advanced industrial civilisation would be tottering (p. 168). At 5°C, humanity would cling on in small refuges surrounded by deserts, forests in flame and rising seas (p. 222). At 6°C, we face possible human extinction (p. 262ff). I am a fan of Lynas' other work on nuclear power and GM food. I have invited him to speak at several events. I recommended him as a guest for the 80,000 Hours podcast and introduced him to the team there. Like Lynas, I also think climate change is an important problem: I helped to set up the Founders Pledge Climate Change Fund, which has moved millions of dollars to climate change charities. However, in my opinion, Six Degrees is very disappointing. Throughout, Lynas misinterprets evidence and ignores nuance. The consistent effect that this has is to bias his conclusions in a pessimistic direction. I shared this post with Mark Lynas before publishing. Thanks to Max Daniel and Abie Rohrig for comments. 1. Misinterpreted evidence Throughout Six Degrees, Lynas cites up-to-date peer reviewed science to support its claims. However, Lynas often misinterprets studies that are key to his conclusions, sometimes dramatically so. Moreover, he almost always fails to consider the extent to which people in the future might be able to adapt to climate change using new technology or increased wealth. I will discuss three examples. The first two are egregious, but are representative of how Lynas uses evidence in Six Degrees. The US Dust Bowl and crop yields Lynas provides this overview of Glotter and Elliot (2016): “When droughts are added into the picture, the future for food production looks even scarier. The authors of one recent paper analysed the US Dust Bowl of the 1930s and then factored in the temperature increases expected later this century from global warming. While the worst Dust Bowl years led to crop losses of up to a third between 1933 and 1939, add in four degrees of warming and the losses soar to 80% or more. Just the warming effect on its own would mean that a typical year would see yields equivalent to the terrible Dust Bowl year of 1936. The researchers warn in the paper's introduction that ‘damages at these extremes are highly sensitive to temperature, worsening by ~25% with each degree centigrade of warming.' For four-degree temperature rises, losses could therefore be reaching 100%, obliterating the entire harvest. These conclusions hold not just for maize in the central Dust Bowl area, but for wheat, soy and other crops across the Great Plains and Midwestern states. Four degrees of global warming, in other words, turns virtually the entire area that produces crops in the US into a Dust Bowl state.” [My emphasis] (p. 192) This misunderstands the Glotter and Elliott (2016) study in several important ways. Glotter and Elliott (2016) explore what the effects of warming would be on the assumption that dust bowl conditions - similar to the extreme droughts experienced in the US in the 1930s - reemerge. This study does not say that warming would cause dust bowl conditions to reemerge. Furthermore, it is simply not true to say that the study shows that the entire US harvest of maize, soy and wheat would be obliterated at 4°C. The actual findings of the study are shown below: The relevant parts of this Figure are the red bars and red dots. They show the yield loss assuming: 1930s D...
This week special guest Peter Lynas unpacks what your purpose and our purpose is.
Nearly a decade ago, an influential review of climate-related studies found a 97% consensus about man's impact on climate change. Now a new review, led by Mark Lynas, has found a 99.9% consensus. Lynas says the science is so settled that "it is case closed." Republicans "undermining the case for action" are basing that entirely on politics, not science, he adds. Lynas discusses how "right-wing media" in the United States tends to offer "anti-scientific perspectives on climate change" and needs to start offering more "right-wing solutions." He also discusses how climate change reporting is evolving, and what to expect from COP26, a pivotal UN climate summit. To learn more about how CNN protects listener privacy, visit cnn.com/privacy
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