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. &nbsp;
The Koala's twitter account: https://twitter.com/YellowLabLife&nbsp;
Chapters&nbsp;

 
 
  
  
  
  
  
  
  
  
  
  
  


General mining / commodity sector overview&nbsp;

The "nothing can get built anymore" moat&nbsp;

Capital discipline imposed by low multiples&nbsp;

How Peabody talked their own stock down with growth plans&nbsp;

What is the market missing on coal?&nbsp;

Why is Whitehaven still the Koala's coal horse?&nbsp;

How did Ivanhoe find these great mines in the U.S.?&nbsp;

Michael Fritzell from Asian Century Stocks on Casio Computer

Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.com. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas.

Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer