Episode Details

The "Koala", a buyside mining and commodity specialist, comes on to discuss the commodity and mining space in general and Ivanhoe Electric (IE) in particular.  

The Koala's twitter account: https://twitter.com/YellowLabLife 

Chapters 

• 0:00 Intro 
• 2:55 General mining / commodity sector overview 
• 12:40 The "nothing can get built anymore" moat 
• 18:40 Capital discipline imposed by low multiples 
• 22:00 How Peabody talked their own stock down with growth plans 
• 31:00 What is the market missing on coal? 
• 44:00 Why is Whitehaven still the Koala's coal horse? 
• 49:30 Discussing Ivanhoe Mines history 
• 56:55 Ivanhoe Electrics background 
• 1:00:45 Ivanhoe's Typhoon Technology 
• 1:04:30 Discussing Ivanhoe's mines 
• 1:12:00 How did Ivanhoe find these great mines in the U.S.? 
• 1:15:00 Ivanhoe's cash runway