168: From Rare Earths to Broader Metals: Investment Opportunities & Strategic Priorities for the West
Money Maze Podcast
Money Maze Podcast
4.8 • 216 Ratings
🗓️ 6 March 2025
⏱️ 52 minutes
🧾️ Download transcript
Summary
He was the former CFO of Billiton, then as CEO, built Xstrata into one of the world’s largest diversified mining companies, helping grow their market value from US$500m to US$60bn, at one point employing over 90,000 people.
In this conversation we examine the most important supply and demand mismatches of critical materials. We assess the energy transition, discuss where the opportunities and challenges lie, what Vision Blue Resources is seeking to build, and how investors are positioned.
We expand the conversation to discuss valuation opportunities in the wider commodity space, geopolitical hotspots and their implications for commodity prices.
Mick also talks about effective management, building optionality into your business and why investors misunderstand how mining companies frequently demonstrate much better governance and responsibility than standard thinking suggests.
The Money Maze Podcast is kindly sponsored by Schroders, IFM Investors, World Gold Council and LSEG.
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Transcript
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| 0:00.0 | Welcome to the MoneyMays podcast. |
| 0:04.7 | If this is your first time joining us, I'm the host, Simon Brewer, |
| 0:08.4 | and in this show, we talk to proving leaders and thinkers |
| 0:11.4 | from the worlds of business, investing from beyond. |
| 0:14.4 | Money talks and money moves. |
| 0:17.1 | What direction would you choose? |
| 0:19.5 | It's our money makes here to pave the way. To stay up to our money maze |
| 0:21.6 | To stay up to date with every episode, please do sign up to our newsletter via |
| 0:28.4 | MoneyMayspodcast.com. |
| 0:30.4 | Episodes are also published on our YouTube channel and we're active on all major social media platforms. |
| 0:36.3 | Thank you for listening. |
| 0:40.3 | As we approach our fifth anniversary, today we have our sixth South African guest. We've had the former chairman |
| 0:45.4 | of De Beers, Bruce Cleaver. We've had the irrepressible CEO Bordeaux Index, Gary Boone, |
| 0:50.7 | Brett Gawvey, the former chair of Christie's contemporary art, Brian Mell, founder of TechMet, |
| 0:55.5 | and Lord Anthony Sinjan, amongst his many roles chairman of the uranium business, Yellowcake, |
| 1:00.0 | which we've talked about uranium a lot on the show and why I'm bullish and have felt |
| 1:04.6 | that the energy transition is going to need uranium as an element. However, we are discussing |
| 1:09.5 | resources today, and we've been very fortunate to find |
| 1:12.7 | someone who will rank amongst the most qualified anywhere in the world. He was the former |
| 1:17.2 | CFO of Billerton. Then as CEO, he built Extrata into one of the world's largest diversified |
| 1:22.7 | mining companies over a 10-year period, and he grew the market value from around 500 million to 60 billion, |
| 1:30.1 | employing over 90,000 people operating in 22 countries before the merger with Glencore. |
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