A Message to Rio from an Arcadium Shareholder

Money of Mine

We’ve got some cracking stories today, starting with the news that Rio Tinto (RIO) is sizing up Arcadium (LTM), for which we had Mike Teran, portfolio manager at Blackwattle, join us to discuss where fair value sits for the integrated lithium player.
Next up we got into West African Resources (WAF) who had a torrid day amid nationalisation fears, and finally we discussed the takeover panels U-turn on ERA following some noise from minority shareholders.
Sign-up for the Director’s Special

All 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.

Thank you to our Partners:

Mineral Mining Services – Your preferred mining contractor

[e-mail] - 1300 546 117

Grounded - Infrastructure for remote mining and civil projects Australia wide

Paul Natoli - [e-mail]
CrossBoundary Energy – Can-do independent power producer

[e-mail] - [phone]
Sandvik Ground Support – The only ground support you’ll ever need

https://www.dsiunderground.com/contact

CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors

[e-mail] - [phone]

Greenlands Equipment – Turnkey mine water management

[e-mail] - [phone]
K-Drill – Safe, reliable, and productive surface RC drilling

[e-mail] - [phone]
MMTS - Mining title consultants for exploration & mining companies

[e-mail]

Australian Earthworks and Haulage - Clearing for construction, drilling, dams and rehabilitation works for mining and exploration

Reece Spitalny - [phone]

We use SPARK - Market data for active ASX Traders - https://sparktrader.com

Money of Mine on YouTube, Twitter
(0:00:00)Intro
(0:01:45)Rio pouncing on Arcadium
(0:08:45)Michael Teran from Blackwattle gives his views
(0:23:50)Why Arcadium and not Albemarle?
(0:44:49)Another WAF dip
(0:53:08)Takeovers panel backflip on ERA