Copper M&A Frenzy, Matty’s Uranium update & plenty more – Mining Weekly Wrap with Scott North

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Copper M&A is running hot, Boss Energy fronts up with another disappointment, and Robert Friedland pulls more money out of Washington. Matt Michael (LEVRD) and Scott North (Kamoa Capital) run through the week that was in mining.

On the desk this week:

  • Copper M&A — who’s buying, who’s next
  • Firefly Metals study + the North Queensland copper story
  • Lynas Rare Earths and that cash balance
  • Boss Energy disappoints again
  • DevEx hit dusters
  • Atomic Eagle get back into Niger
  • Friedland lands more U.S. government money
  • Tungsten — the investment case nobody was watching

📩 THE DRILL DOWN — Scott’s free twice-daily natural resources briefing from Kamoa Capital. Exploration results, capital markets, deals and policy, curated for people who actually work in the sector.

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