The Koala ventures through the commodity space and Ivanhoe Electric (IE)

from Yet Another Value Podcast · host Andrew Walker

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

What this episode covers

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

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The Koala ventures through the commodity space and Ivanhoe Electric (IE)

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This episode was published on November 16, 2022.

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