Deals Podcast with Lucho Saenz and Paola Rojas Synergy Resource Capital

In this episode, we cover how copper supply estimates have changed over the last 3-4 months, and which projects in Argentina, Peru and Ecuador could see light at the end of the tunnel.

Your hosts, Lucho Saenz and Paola Rojas.

0:00 Intro
01:01 Cobre Panama and the drying copper pipeline
08:38 Argentina, renewed interest after Milei
15:21 Peru that could benefit
23:09 Ecuador, potential blocking of Chinese investments for Canadian companies
27:07 First Quantum and their $2.2 billion financing

RESOURCES MENTIONED DURING THIS EPISODE
https://x.com/paola_rojas/status/1756...https://www.first-quantum.com/English...

BIOS
Luis Saenz is co-founder of BLB Advisory and Synergy Resource Capital’s Peruvian partner. He is a finance executive with over 25 years of experience in mining finance and metals trading with a focus on Latin America.
Paola Rojas is CEO of Synergy Resource Capital. She is a corporate advisor, investor, and director with over 16 years of experience focused on mining, energy & technology, mainly in Australia and the Americas.
Disclaimer: This presentation is intended to be used for informational and educational purposes only. For more details, see our full disclaimer: https://bit.ly/3cfZcmX#Copper #Investment #China

In this podcast, we discuss mergers and acquisitions in mining and metals alongside the main trends in the sector with a special interest in the commodities that fuel the energy transition.

From announced to completed deals and even failed bids, plus some juicy rumours or deal ideas at the end of each episode.

Synergy Resource Capital is a boutique investment and corporate advisory firm focused on natural resources and technology, and based in Sydney.


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DISCLAIMERS
===============================
Our content is intended for informational and educational purposes only and it is never financial advice.
Our content may contain affiliate links, meaning we may receive a commission on products or services you buy. We only recommend products and services we use and love, so rest assured our opinions are unbiased.
*Accredited investors only.
For more details, see full disclaimer: https://bit.ly/3cfZcmX

In this episode, we cover the Lassonde curve and how some juniors and mining deals line up with it.  



Your hosts, Lucho Saenz and Paola Rojas.



0:00 Intro

01:27 Lassonde curve basics

03:08 The curve explained (via for a great infographic by Visual Capitalist)

06:32 Issues with the curve

11:50 SolGold and Ecuador SOLG

13:41 Adventus Mining ADZN

15:20 Highland Silver HSLV

17:50 AbraSilver ABRA

19:20 Deviations can highlight opportunities

24:40 Liontown LTR

26:17 Pilbara Minerals PLS

31:02 Sendero Resources SEND



RESOURCES MENTIONED DURING THIS EPISODE

https://www.visualcapitalist.com/visualizing-the-life-cycle-of-a-mineral-discovery/



#Mergers #Acquisitions #Mining 



BIOS

Luis Saenz is co-founder of BLB Advisory and Synergy Resource Capital’s Peruvian partner. He is a finance executive with over 25 years of experience in mining finance and metals trading with a focus on Latin America. 



Paola Rojas is CEO of Synergy Resource Capital. She is a corporate advisor, investor, and director with over 16 years of experience focused on mining, energy & technology, mainly in Australia and the Americas. 



Disclaimer: This presentation is intended to be used for informational and educational purposes only. For more details, see our full disclaimer: https://bit.ly/3cfZcmX

In this episode, we go over most countries in the Americas as well as some recent mining investment news regarding deals (and potential ones) with Tesla, Rio Tinto, Codelco and issues in Panama for First Quantum Minerals and close with an overview of IMARC 2023 held in Sydney a few days ago.

Your hosts, Lucho Saenz and Paola Rojas.

0:00 Intro
01:47 Chile and Tesla; Rio Tinto, Codelco
11:59 Argentina
18:14 Uruguay, Paraguay
20:19 Peru, Ecuador
25:22 Panama: First Quantum
35:00 Mexico
38:28 USA
43:44 Colombia, Brazil
48:11 IMARC 2023: Bullish or bearish?




RESOURCES MENTIONED DURING THIS EPISODE

https://www.bloomberg.com/news/articles/2023-11-09/tesla-prepares-incursion-into-south-america-via-lithium-rich-chile?utm_medium=email&utm_source=newsletter&utm_term=231109&utm_campaign=author_15218969

https://www.bloomberg.com/news/articles/2023-11-09/rage-against-copper-producer-roils-markets-panama-government?utm_medium=email&utm_source=newsletter&utm_term=231109&utm_campaign=author_15218969

https://www.riotinto.com/en/news/releases/2023/rio-tinto-and-codelco-complete-nuevo-cobre-exploration-joint-venture-agreement

https://www.reuters.com/markets/commodities/chinas-ganfeng-indefinitely-postpones-mexican-lithium-target-date-amid-govt-spat-2023-11-09/




Synergy Resource Capital is a boutique investment and corporate advisory firm focused on mining, energy and tech, and based in Sydney.

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DISCLAIMERS
===============================
Our content is intended for informational and educational purposes only and it is never financial advice.
Our content may contain affiliate links, meaning we may receive a commission on products or services you buy. We only recommend products and services we use and love, so rest assured our opinions are unbiased.
*Accredited investors only.
For more details, see full disclaimer: https://bit.ly/3cfZcmX

In this episode, we cover whether copper has lost its shine and close with 2 big news in M&A, how Codelco is now effectively getting into the lithium business via M&A to jumpstart the lithium strategy plus our thoughts on the final nail in the coffin of the Albemarle bid for Liontown (thanks to our Aussie titan, Gina Rinehart).



Your hosts, Lucho Saenz and Paola Rojas.



0:00 Intro

0:48 Has copper lost its shine? Aurubis, ICSG and more

12:45 Codelco buys Lithium Power International 

23:33 Albemarle loses Liontown thanks to Gina




RESOURCES MENTIONED DURING THIS EPISODE

https://www.reuters.com/markets/commodities/copper-study-group-expects-big-supply-surplus-2024-2023-10-06/

https://www.bloomberg.com/news/articles/2023-10-05/aurubis-to-keep-european-copper-premium-at-record-high-next-year

https://oilprice.com/Metals/Commodities/Trafigura-Sees-Potential-12000-High-For-Copper.html 

https://www.bloomberg.com/news/articles/2023-10-08/metal-trader-misery-undercuts-supercycle-hype-as-losses-pile-up 



BIOS

Luis Saenz is co-founder of BLB Advisory and Synergy Resource Capital’s Peruvian partner. He is a finance executive with over 25 years of experience in mining finance and metals trading with a focus on Latin America. 

Paola Rojas is CEO of Synergy Resource Capital. She is a corporate advisor, investor, and director with over 16 years of experience focused on mining, energy & technology, mainly in Australia and the Americas. 



Disclaimer: This presentation is intended to be used for informational and educational purposes only. For more details, see our full disclaimer: https://bit.ly/3cfZcmX

In today’s episode we cover elections in Argentina and Ecuador and the impact on mining investment, viewer Q&A in relation to BHP, RIO and their (potential?) lithium interests and close with reaction on CESCO’s report regarding the current debt levels that Codelco holds.

Your hosts, Lucho Saenz and Paola Rojas.

0:00 Intro
01:35 Elections and its impact on mining investment in Latin America
01:47 Ecuador elections and a new opportunity?
11:04 Argentina elections and the Milei surprise
31:27 BHP RIO and lithium? Viewer Q&A
36:44 Codelco on the road to bankruptcy?

RESOURCES MENTIONED DURING THIS EPISODE



https://www.bloomberg.com/graphics/2023-argentina-election/ 

https://www.axios.com/2023/08/19/javier-milei-argentina-right-wing-economy

https://www.bloomberg.com/news/articles/2023-08-17/milei-acabaria-con-intervencion-agricola-petrolera-en-argentina 

https://www.bnnbloomberg.ca/bhp-codelco-freeport-vie-for-title-of-biggest-copper-producer-1.1960778

https://www.reuters.com/markets/deals/chiles-codelco-risk-insolvency-debt-grows-cesco-report-says-2023-08-17/ 

https://edition.cnn.com/2023/08/20/americas/ecuador-election-result-intl-latam/index.html 

https://www.threads.net/@paolarojas.blog/post/CvhmaOzPUxi


BIOS
Luis Saenz is co-founder of BLB Advisory and Synergy Resource Capital’s Peruvian partner. He is a finance executive with over 25 years of experience in mining finance and metals trading with a focus on Latin America.


Paola Rojas is CEO of Synergy Resource Capital. She is a corporate advisor, investor, and director with over 16 years of experience focused on mining, energy & technology, mainly in Australia and the Americas.


Disclaimer: This presentation is exclusively intended for informational and educational purposes. For more details, see our full disclaimer: https://bit.ly/3cfZcmX

In this episode, we cover how Sigma Lithium is really for sale, Albemarle final and best bid for Liontown (while Gina Reinheart snaps 7%), some quick viewer Q&A, and will close with what could be Albemarle’s best strategic option going forward. 



Your hosts, Lucho Saenz and Paola Rojas.



0:00 Intro

03:20 Sigma Lithium is really for sale

16:15 Albemarle final and best bid for Liontown

21:12 Gina Reinheart buys LTR

28:11 Viewer Questions

30:28 What’s Albemarle’s best strategic option



RESOURCES MENTIONED DURING THIS EPISODE

https://www.juniorminingnetwork.com/junior-miner-news/press-releases/2590-nasdaq/sgml/147954-board-of-directors-receive-proposals-for-sigma-lithium-and-sigma-brazil-from-leading-global-companies-conducting-strategic-review.html?utm_source=newsletter_1707&utm_medium=email&utm_campaign=junior-mining-brief-for-date-l-b-j-y

https://www.bloomberg.com/news/articles/2023-09-13/sigma-lithium-is-reviewing-strategic-proposals-for-its-business 

https://www.abc.net.au/news/2023-09-04/albemarle-takeover-offer-wa-lithium-miner-liontown-resources/102810666

https://twitter.com/paola_rojas/status/1641032483046326273/photo/1

https://www.morningstar.ca/ca/report/stocks/ownership.aspx?t=0P0000V49D&lang=en-CA 

https://www.61financial.com.au/en-au/info/shareholders/stock/4296528977/?name=Hancock%20Prospecting%20Pty.%20Ltd.&stockCode=LTR 



#Mergers #Acquisitions #Lithium

BIOS

Luis Saenz is co-founder of BLB Advisory and Synergy Resource Capital’s Peruvian partner. He is a finance executive with over 25 years of experience in mining finance and metals trading with a focus on Latin America. 

Paola Rojas is CEO of Synergy Resource Capital. She is a corporate advisor, investor, and director with over 16 years of experience focused on mining, energy & technology, mainly in Australia and the Americas. 

Disclaimer: This presentation is intended to be used for informational and educational purposes only. For more details, see our full disclaimer: https://bit.ly/3cfZcmX