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...The miner said on Friday that it “strongly stood” by its original statement....
...Despite the appointment of mining veteran Ian Cockerill as chief executive, analysts at Berenberg said there was scope for it to become an M&A target....
...M&A partner Heiko Schiwek is among the team joining Linklaters with Casey....
...Credit Suisse and Freshfields were among those that received a rare “statement of public criticism” in 2015 for the way they advised on the creation of London-listed coal miner Bumi five years earlier; that...
...Under the previous director, Lisa Osofsky, active cases halved to about 35 and long-running investigations into miners Eurasian Natural Resources Corporation and Rio Tinto were shut down without charges...
...I’m not sure there will be so many governments deciding to subsidise big production with a lot of money just to compete with Indonesia production.”...
...Nevertheless, I’m tempted by a holding in the Geiger Counter investment trust, which offers exposure to a range of uranium miners and holds 5 per cent in the Sprott fund....
...For example, EV lithium-ion battery prices have never been lower, and the shares of various companies linked to the commodity have slumped — SQM, one of the biggest lithium miners in the world, has roughly...
...“The last thing we need is very big M&A because it is disruptive and it takes you off course,” he said....
...A Chinese state-owned gold miner, Zhaojin Mining, had a go at Australia’s Tietto Minerals back in October. But even that was a small nugget at about $400mn in value....
...White & Case has hired Patrick Sarch to be head of UK public M&A. He rejoins from Hogan Lovells....
...Rio is the world’s eighth-largest miner of the metal, behind copper giants such as US-listed Freeport-McMoRan and Codelco of Chile....
...Our favourite pieces First some personal news: next week I’m moving to a new job at the FT and Hannah Rock will be in charge of FT Edit....
...“I decided to have pieces [cast] there because I’m familiar with labour law and knew there was that strong level of protection,” she says....
...The integrated iron ore miner and steelmaker has become an industry consolidator. In recent years, Cliffs bought AK Steel and the US operations of ArcelorMittal for $6bn in total....
...“I’m minded as it stands today, to vote against,” he said....
...Dechert has hired Brian Miner as a partner in its corporate and securities practice group. He joins from Schulte Roth & Zabel, where he co-chaired its M&A and securities group....
...But I’m not about to let that stop me putting out some adventurous investment thoughts for 2024....
...A tea shop that wants to become a cryptocurrency miner. It’s the risky end of the market. They don’t have analysts covering them....
...And I’m now sitting here thinking, bit risky being in a single stock. I’m going to sell half of that money and I’m going to reinvest it in, say, a global tracker fund. Can I do that?...
...“Even though lithium prices are coming down, M&A in the space is coming as larger scale companies with financial firepower will be needed to deliver supply,” said Reg Spencer, analyst at Canaccord Genuity...
...I’m Ethan Wu. Thanks for listening. [MUSIC PLAYING]...
...Robert ArmstrongAnd we should note that the winner — Kadeem, our colleague who won the stock picking contest — I think he owned like all bitcoin miners....
...As it transpired, many miners and energy companies fell back in 2023, alongside the price of Brent crude, the oil benchmark....
...“I’m a big believer in the importance of financial services and Goldman Sachs is a great institution....
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