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

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