The Weekly by Synergy: Recent Episodes
Synergy Resource Capital
Welcome to The Weekly! 5-minute musings on the markets, current trends, and events in natural resources and technology investment. From our opinions, observations, analysis, and news commentary, just a few minutes to get you started every week.
The Weekly is produced by our team, published every Monday afternoon, AEDT, and it is free to access on a variety of platforms.
Synergy Resource Capital is an investment and corporate advisory firm focused on natural resources and technology, and based in Sydney.
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/1756064252845322447?s=20
https://www.first-quantum.com/English/announcements/announcements-details/2024/FIRST-QUANTUM-ANNOUNCES-1000-MILLION-EQUITY-BOUGHT-DEAL-OFFERING-AS-PART-OF-COMPREHENSIVE-REFINANCING/default.aspx
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 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 Intro01:01 Cobre Panama and the drying copper pipeline08:38 Argentina, renewed interest after Milei15:21 Peru that could benefit23:09 Ecuador, potential blocking of Chinese investments for Canadian companies27:07 First Quantum and their $2.2 billion financingRESOURCES MENTIONED DURING THIS EPISODEhttps://x.com/paola_rojas/status/1756...https://www.first-quantum.com/English...BIOSLuis 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.MORE?===============================📨 INVESTORSGet listed, pre-IPO or IPO opportunities in mining and tech in your inbox:https://synergyresourcecapital.com/di...🚀 LISTED SMALL CAPSGet our tools to grow: https://synergyresourcecapital.com/re...⚙️ TOOLS WE USE. LOVE AND RECOMMEND===============================🔹 https://paolarojas.blog/books/CONNECT WITH US:===============================🔹 Twitter: https://twitter.com/synergyrescap | https://twitter.com/paola_rojas🔹 LinkedIn: https://www.linkedin.com/company/syne... | https://www.linkedin.com/in/paolarojas/🔹 IG: https://www.instagram.com/synergyrescap | https://www.instagram.com/paolarojas....🔹 Facebook: https://www.facebook.com/synergyrescap 🔹 Email: info@synergyresourcecapital.com 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 Intro01:47 Chile and Tesla; Rio Tinto, Codelco11:59 Argentina 18:14 Uruguay, Paraguay20:19 Peru, Ecuador25:22 Panama: First Quantum35:00 Mexico38:28 USA43:44 Colombia, Brazil48:11 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.---
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 Intro01:35 Elections and its impact on mining investment in Latin America01:47 Ecuador elections and a new opportunity?11:04 Argentina elections and the Milei surprise31:27 BHP RIO and lithium? Viewer Q&A36:44 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/CvhmaOzPUxiBIOSLuis 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⟨=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
In today’s episode we cover a new Sprott note on EVs, deals made between miners and the top automakers such as Tesla in these commodities, and close with whether copper or lithium stocks are the best way to invest in the energy transition theme.
Your hosts, Lucho Saenz and Paola Rojas.
0:00 Intro
01:38 Sprott note on EVs
08:55 Offtake deals w/automakers
25:55 GM with LAC and Tesla
29:53 Lithium and copper stocks and futures
RESOURCES MENTIONED DURING THIS EPISODE
https://www.sprott.com/insights/special-report-electric-vehicles-and-the-growing-opportunity-for-lithium-miners/
https://www.reuters.com/business/autos-transportation/australian-miner-european-lithium-supply-battery-grade-lithium-bmw-2022-08-05/
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 Appian’s $2 billion in dry powder, and close with rumours regarding Glencore and Pan American Silver.
Your hosts are Lucho Saenz and Paola Rojas.
- Glencore & automaker-backed ACG buy nickel-copper portfolio in Brazil for $1B from Appian (offtake wrapped into acquisition)- Appian says they have $2B for acquisitions- Glencore reportedly in talks to acquire Pan American Silver’s MARARESOURCES MENTIONED DURING THIS EPISODEhttps://im-mining.com/2023/06/13/appian-sells-brazil-nickel-copper-mines-to-glencore-automaker-backed-acg/ https://www.mining.com/1-billion-spac-deal-shows-how-mining-supply-chains-are-breaking-up/ https://www.reuters.com/markets/deals/glencore-advanced-talks-argentina-copper-stake-bloomberg-news-2023-07-28/ https://www.northernminer.com/news/appian-ready-to-deploy-us2b-in-cash-starved-mining-sector-says-ceo/1003856659/
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#Mergers #Acquisitions #Mining
In today’s episode, we cover Citibank and their copper price outlook, Hudbay Minerals vs Copper Mountain merger, and Barrick’s reported interest in First Quantum Minerals. Next week we’ll cover Appian’s $2 billion in dry powder, and close with rumours regarding Glencore and Pan American Silver. Hosts: Lucho Saenz and Paola Rojas.CHAPTERS0:00 Intro01:52 Citibank sees the copper price reaching $15k/t 07:48 Barrick failed to engage First Quantum in acquisition talks14:45 Hudbay vs Copper Mountain merger creates a multi-jurisdiction copper portfolioNext episode:EV makers flurry of offtake dealsGlencore & automaker-backed ACG buy nickel-copper portfolio in Brazil for $1B from Appian (offtake wrapped into acquisition)Appian says they have $2B for acquisitionsGlencore reportedly in talks to acquire Pan American Silver’s MARADIVE DEEPER:📰 https://www.usfunds.com/resource/citigroup-says-to-buy-copper-now-before-the-rally-to-15000/📰 https://im-mining.com/2023/06/13/appian-sells-brazil-nickel-copper-mines-to-glencore-automaker-backed-acg/ 📰 https://www.mining.com/1-billion-spac-deal-shows-how-mining-supply-chains-are-breaking-up/ 📰 https://www.reuters.com/markets/commodities/first-quantum-shuns-barrick-golds-informal-takeover-offer-bloomberg-news-2023-06-15/ 📰 https://resourceworld.com/hudbay-copper-mountain-merger-approved-by-shareholders/📰 https://www.reuters.com/markets/deals/glencore-advanced-talks-argentina-copper-stake-bloomberg-news-2023-07-28/ 📰 https://www.northernminer.com/news/appian-ready-to-deploy-us2b-in-cash-starved-mining-sector-says-ceo/1003856659/ #Mergers #Acquisitions #Mining
We tour the Americas and discuss challenges in Mexico, Chile, Ecuador, Colombia and Peru plus Argentina-focused deals including the merger between Livent and Allkem and Lithium America's demerger. Securing supply is becoming highly politicised and falling victim of the deglobalization.#Metals #Markets #Investment---Have comments or suggestions for future topics? Please leave them below.📑 Watch all episodes of the podcast here: https://www.youtube.com/playlist?list=PLr5J0NMWRlFGGwsDxw44or77L-AKybR3TIf this content is useful, please share it with peers. Subscribe to our channel for our Deals podcast (min 2 episodes per month) and more regular videos breaking down deals, relevant news and metals in general.Thanks for watching!---Synergy Resource Capital is a boutique investment and corporate advisory firm focused on mining, energy and tech, and based in Sydney.---MORE?===============================📨 INVESTORSGet listed, pre-IPO or IPO opportunities in mining and tech in your inbox:https://synergyresourcecapital.com/distribution/🚀 LISTED SMALL CAPSGet our tools to grow: https://synergyresourcecapital.com/resources/⚙️ TOOLS WE USE. LOVE AND RECOMMEND===============================🔹 https://paolarojas.blog/books-courses-tools/ CONNECT WITH US:===============================🔹 Twitter: https://twitter.com/synergyrescap 🔹 LinkedIn: https://www.linkedin.com/company/synergyrescap 🔹 Instagram: https://www.instagram.com/synergyrescap 🔹 Facebook: https://www.facebook.com/synergyrescap 🔹 Email: info@synergyresourcecapital.com DISCLAIMERS===============================Our content is intended to be used 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
Let's talk about Albemarle, Liontown and Rio Tinto in the latest lithium deal news.01:05 RIO's position on buying assets06:56 Albemarle's pursuit of Liontown, will it continue? what's the price that will click?14:34 Will ALB pause M&A due to the changes in policy in Chile or pivot hard to hunting in an effort diversify its exposure before 2043?EXTRA RESOURCES/LINKShttps://twitter.com/paola_rojas/statu...https://twitter.com/paola_rojas/statu...https://twitter.com/paola_rojas/statu... #lithium #energytransition #Investment---Comments? Please leave them below.📑 Watch all episodes of the podcast here: • Deals by Synergy ... If this content was useful, please share it with peers. Subscribe to our channel for our Deals podcast (min 2 episodes per month) and more regular videos breaking down deals, relevant news and metals in general.Thanks for watching!---Synergy Resource Capital is a boutique investment and corporate advisory firm focused on mining, energy and tech, and based in Sydney.---MORE?===============================📨 INVESTORSGet listed, pre-IPO or IPO opportunities in mining and tech in your inbox:https://synergyresourcecapital.com/di...🚀 LISTED SMALL CAPSGet our tools to grow: https://synergyresourcecapital.com/re...⚙️ TOOLS WE USE. LOVE AND RECOMMEND===============================🔹 https://paolarojas.blog/books-courses... CONNECT WITH US:===============================🔹 Twitter: https://twitter.com/synergyrescap 🔹 LinkedIn: https://www.linkedin.com/company/syne... 🔹 Instagram: https://www.instagram.com/synergyrescap 🔹 Facebook: https://www.facebook.com/synergyrescap 🔹 Email: info@synergyresourcecapital.com DISCLAIMERS===============================Our content is intended to be used 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
Media reports widely shared across social media implied that Chile nationalized lithium in the country. But this may NOT be the whole story.We'll break this down for you in this special episode.🤝 What was announced? 2:27🤝 What's the current framework for lithium explorers, developers and producers in Chile? 7:40🤝 What will happen? Is this good for Chile? 29:00GUESTDaniel Weinstein is a lawyer from the University of Chile (summa cum laude), Master of Laws from the University of Chicago. He has 20 years of professional experience, both in the private practice of law and in natural resource companies. At BHP he was the global leader of the Exploration legal team, also leading the legal teams in charge of their 2 largest construction projects: SGO in Chile and Jansen in Canada. In recent years, he has led mining transactions for a total of approximately US$ 22B, including JVs, strategic alliances, and other mining-related contracts, on five continents. He is currently a partner at Urzúa Abogados, where he advises various companies and trade associations on mining and project development issues. Daniel is based in Santiago.HOSTSLuis Saenz is co-founder of BLB Advisory and partner at Synergy Resource Capital. He is a finance executive with over 25 years of experience in mining finance and metals trading with a focus on Latin America. Most recently he was CEO of Compañia Minera Quiruvilca and Director of Business Development Latin America for Ausenco. Luis is a founder and former CEO of Li3 Energy and now Director of Bearing Lithium, which holds a stake in the Maricunga lithium project in Chile; and Director of TSX listed Atico Mining, operating the El Roble Mine in Colombia. Throughout his career, Mr. Sáenz has held senior roles with Standard Bank, Merrill Lynch, and Pechiney World Trade. He holds a degree in Economics and International Affairs from Franklin & Marshall College in Lancaster, PA. Luis is based in Lima.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. She began her career at BHP. She was a partner at Rojas & Asociados, Mining Consultants until 2014, and simultaneously a director of subsidiaries of Canadian, American and Australian publicly listed mining companies (TSX; TSX-V; NASDAQ; ASX; NYSE) including SSR Mining and Cliffs Natural Resources. She holds a Master of Commerce with a specialisation in Finance from UNSW, is an associate member of AusIMM and mentor to tech startup founders within Blackbird Ventures’ mentorship program, Giants. Paola is based in Sydney.Comments? Please leave them below.#Metals #Chile #Lithium---If this content was useful, please like, and/or comment. Subscribe to our Deals podcast (min 2 episodes per month).---Synergy Resource Capital is a boutique investment and corporate advisory firm focused on mining, energy and tech, and based in Sydney.---CONNECT WITH US:🔹 Twitter: https://twitter.com/synergyrescap 🔹 LinkedIn: https://www.linkedin.com/company/synergyrescap 🔹 Instagram: https://www.instagram.com/synergyrescap 🔹 Facebook: https://www.facebook.com/synergyrescap 🔹 Email: info@synergyresourcecapital.com ---DISCLAIMERSOur content is intended to be used 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
Hey hey! Hang out with us on the Deals podcast to discuss some of the most recent M&As in the mining industry. TOPICS- JP Morgan copper demand 2023 and beyond- Update on Glencore bid for Teck (cont'd)- Deal ideas: Peru projects from government listEXTRA RESOURCES/LINKS- https://www.mining.com/billionaire-ro... - https://www.reuters.com/markets/deals...https://www.reuters.com/markets/deals...HOST BIOSLuis Saenz is co-founder of BLB Advisory. He is a finance executive with over 25 years of experience in mining finance and metals trading with a focus on Latin America. Most recently he was CEO of Compañia Minera Quiruvilca and Director of Business Development Latin America for Ausenco. Luis is a founder and former CEO of Li3 Energy and now Director of Bearing Lithium, which holds a stake in the Maricunga lithium project in Chile; and Director of TSX listed Atico Mining, operating the El Roble Mine in Colombia. Throughout his career, Mr. Sáenz has held senior roles with Standard Bank, Merrill Lynch, and Pechiney World Trade. He holds a degree in Economics and International Affairs from Franklin & Marshall College in Lancaster, PA. Luis is based in Lima.Paola Rojas is CEO of Synergy Resource Capital. She is a corporate advisor, investor, and director focused on mining, energy & technology, mainly in Australia and the Americas. She began her career at BHP. She was a partner at Rojas & Asociados, Mining Consultants until 2014, and simultaneously a director of subsidiaries of Canadian, American and Australian publicly listed mining companies (TSX; TSX-V; NASDAQ; ASX; NYSE) including SSR Mining and Cliffs Natural Resources. She holds a Master of Commerce with a specialisation in Finance from UNSW, is an associate member of AusIMM and a mentor to tech startup founders within Blackbird Ventures’ mentorship program, Giants. Paola is based in Sydney. #mergersandacquisitions #copper #mining
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For more details, see our full disclaimer: https://bit.ly/3cfZcmX
Hey hey! Hang out with us while we discuss some of the most recent deals and M&As in the mining industry. We start with announced deals and leave some juicy rumours for the end, so make sure to listen the whole way through. Your hosts are Lucho Saenz and Paola Rojas.🤝 Lundin controls Caserones for $950m🤝 First Quantum $105m JV w/Rio Tinto’s La Granja copper project in Peru for 55%🤝 Failed $23b Glencore bid for Teck🤝 RumoursDIG DEEPERhttps://financialpost.com/commodities/mining/rio-tinto-first-quantum-develop-peru-copper-project
https://www.mining.com/teck-rejects-unsolicited-takeover-bid-from-glencore/
https://lundinmining.com/news/lundin-mining-to-acquire-a-majority-interest-in-th-123110/ HOST BIOSLuis Saenz is co-founder of BLB Advisory and partner at Synergy Resource Capital. He is a finance executive with over 25 years of experience in mining finance and metals trading with a focus on Latin America. Most recently he was CEO of Compañia Minera Quiruvilca and Director of Business Development Latin America for Ausenco. Luis is a founder and former CEO of Li3 Energy and now Director of Bearing Lithium, which holds a stake in the Maricunga lithium project in Chile; and Director of TSX listed Atico Mining, operating the El Roble Mine in Colombia. Throughout his career, Mr. Sáenz has held senior roles with Standard Bank, Merrill Lynch, and Pechiney World Trade. He holds a degree in Economics and International Affairs from Franklin & Marshall College in Lancaster, PA. Luis is based in Lima.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. She began her career at BHP. She was a partner at Rojas & Asociados, Mining Consultants until 2014, and simultaneously a director of subsidiaries of Canadian, American and Australian publicly listed mining companies (TSX; TSX-V; NASDAQ; ASX; NYSE) including SSR Mining and Cliffs Natural Resources. She holds a Master of Commerce with a specialisation in Finance from UNSW, is an associate member of AusIMM and a mentor to tech startup founders within Blackbird Ventures’ mentorship program, Giants. Paola is based in Sydney.---Synergy Resource CapitalIgniting small caps and startups in mining, energy and techLET'S TALK OPPORTUNITIES!---READY FOR MORE?📨 INVESTORS: JOIN OUR DISTRIBUTION LIST https://synergyresourcecapital.com/di...---🚀 LISTED SMALL CAPS: GET TOOLS TO GROW https://synergyresourcecapital.com/re...---⚙️ RECOMMENDED TOOLS 👍 Want to continue learning? Here are our favourite books: https://paolarojas.blog/books/ 👍 Investing? We use TradingView for analysis and portfolio tracking. Give it a go: https://www.tradingview.com/?aff_id=1... 👍 Australian investor? We use Sharesight to keep our trading and reporting running smoothly. Give it a try: https://portfolio.sharesight.com/refe...ALL TOOLS, PRODUCTS AND SERVICES:https://paolarojas.blog/books-courses... ---CONNECT WITH US:🔹 Twitter: https://twitter.com/synergyrescap 🔹 LinkedIn: https://www.linkedin.com/company/syne... 🔹 Instagram: https://www.instagram.com/synergyrescap 🔹 Facebook: https://www.facebook.com/synergyrescap 🔹 Email: info@synergyresourcecapital.com ---DISCLAIMERSOur content is intended to be used 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. *Sophisticated investors only.
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Welcome to The Weekly by Synergy! 5-minute musings on the markets, current trends, and events in natural resources and technology. From our opinions, observations, analysis, and news commentary, just a few lines -or minutes if you catch this on video or audio- to get you thinking every week. Let’s go!
In part 1 we talked about some generalities of lithium investing, strategies on how to build a lithium portfolio and a bit about the Australian market. Now, in part 2 we will talk about some of the ASX listed players and expand our view into battery metals more generally, still staying down under. Stay tuned for parts 3 & 4 we’ll cover TSX-V and other exchanges.
Let’s look into this.
Where do we start? Given that Australia has an abundance of hard rock deposits, you would think that is all the exposure you can get, right? Wrong! Luckily, Australians are intrepid explorers and are not strangers to venturing far from home to discover value. Hence, you can tap into the ASX to find multiple sources of lithium, as well as related tech and other metals widely used in batteries, namely cobalt, nickel, manganese, vanadium and even rare earth elements.
All in all, we are tracking close to 80 companies within the battery metals space, and adding new ones as they join the fray. These companies represent over 37 billion in market value, and over 4 billion in annual revenue. Most of this massive store of wealth is connected to lithium, fact that is hardly surprising knowing that Australia is the largest producer, globally.
For research resources, visit our website.
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Welcome to The Weekly by Synergy! 5-minute musings on the markets, current trends, and events. From our opinions, observations, analysis, and news commentary, just a few lines -or minutes if you catch this on video or audio- to get you thinking every week. Let’s go!
This week’s piece focuses on the startup scene in Latin America. The entrepreneurial spirit is very Latin American, and the local environment is fuelled by small businesses. Granted, the region has structural challenges to overcome on the path to widespread innovation. However, over the last decade, wider availability of broadband internet, and more access to international capital and resources have opened the door for a new cohort of entrepreneurs.
Visit our website for additional research resources.
Until next week!
Welcome to The Weekly by Synergy! 5-minute musings on the markets, current trends, and events. From our opinions, observations, analysis, and news commentary, just a few lines -or minutes- to get you started every week. Let’s go!
This week’s commentary relates to emerging markets and the race for yields. As interest rates remain low in the developed world -with some countries such as Japan, still submerged in negative territory-, and inflation rising, investors are desperately seeking yield. This has seen equities soar, despite global woes. Emerging markets, as an alternative asset class, can infuse blue sky into a portfolio; however, the risk undoubtedly increases. We will briefly look into two different ways to play these markets. #emergingmarkets #investment