The miners most exposed to a meltdown…

Markets started Monday in freefall, so we talked about the implications for Aussie and global miners.

We then delved into Rio Tinto’s activist battle with Palliser Capital and touched on uranium market dynamics too.

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Chapters:

(0:00:00) Introduction

(0:01:11) Market Meltdown

(0:05:46) Rare Earths interesting?

(0:14:36) 14 Miners Most Vulnerable

(0:25:00) Rio Tinto vs Palliser

(0:39:53) Contrarians enter U stocks

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