BROADCASTS.com

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 

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