What’s a “Foreign Entity of Concern”? + Is ARU’s Letter of Intent worth its weight?


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Dec 04 2023 47 mins   14
We crack on into December with another round of AGM remuneration vote downs, focusing in on the mining services (including special mentions to Perenti [PRN], NRW Holdings [NWH] & Emeco [EHL]).

 

Next up we have a chat about the new information that’s been released on the US Inflation Reduction Act with detail provided on what constitutes a “Foreign Entity of Concern”, including implication for Australia battery metal miners.

 

Arafura’s (ARU) latest financing got a shout out as well as highlights from Sayona’s (SYA) punchy AGM.

 

We then ventured to Matty’s favourite nation, PNG, to cover the GR Engineering (GNG) contract with K92 (TSX-listed) before rounding out on Liontown’s (LTR) port solution with the Mid West Port Authority.

 

All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.

 

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TIMESTAMPS

 

(0:00:00 ) Introduction

(0:02:31 ) Ally GC's Instagram giveaway

(0:06:33 ) Wanna speak to MD's + CEO's directly?

(0:12:36 ) Mining Services Rem Reports voted down

(0:16:39 ) What's a "foreign entity of concern"

(0:24:41 ) Will all these letter's of intent help Arafura?

(0:30:54 ) K92 lock in GR Engineering to build stage 3

(0:37:33 ) Sayona AGM highlights

(0:41:28 ) Liontown secure port access to export lithium