This week’s episode features Alon Olsha, Senior Analyst for Metals & Mining at Bloomberg Intelligence, in conversation with host Adrian Pocobelli about the recent failed merger discussions between Rio Tinto and Glencore.
Olsha explains how the sheer complexity of combining two global mining giants proved a major obstacle, alongside issues such as valuation gaps and management structure. He also traces the history of the two companies and their long-standing merger speculation, examines their respective portfolios, and analyzes how a combined entity might have complemented each business.
All this and more with host Adrian Pocobelli.
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