The Market Mindset – Unveiling Asymmetric Investment Opportunities

In this episode of Today’s Take, Andrew O'Donnell delves into Glencore's recent strategic realignment, which has seen the transfer of nearly $22 billion in foreign assets into its Australian subsidiary, Glencore Investment Pty Ltd. This significant move doubles the subsidiary's assets to $42 billion and consolidates coal mines in Canada, South Africa, and Colombia, a major copper project in Argentina, and South African manganese, chrome, and vanadium operations under one umbrella.

Key Points:

• $22B Asset Transfer:
Glencore shifted nearly $22B in global assets to its Australian subsidiary, doubling its total to $42B.

• Streamlined Structure:
Assets include coal operations (Canada, Colombia, South Africa), copper (Argentina), and critical minerals (manganese, vanadium, chrome).

• Merger Positioning:
Centralizing assets in Australia positions Glencore for a potential mega-merger — likely with Rio Tinto — after prior merger attempts failed in 2014.

• Asian Market Proximity:
Moving assets closer to Asian buyers boosts valuation and strategic appeal.

• Coal Still Core:
Despite global ESG pressure, Glencore isn’t divesting coal — it’s consolidating it under the Australian entity.

• Critical Minerals Push:
New 3-year cobalt supply deal with Cobalt Blue supports Australia’s first cobalt refinery; cobalt sourced from the DRC.

• Big Picture:
Glencore is reshaping for growth and consolidation, placing Australia at the center of its global mining strategy.

#TodaysTake #Glencore #RioTinto #MiningMerger #CriticalMinerals #CoalIndustry #CobaltSupply #AustraliaMining #AndrewODonnell #MiningNews


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On this episode of Today’s Take, Andrew O’Donnell explores the seismic shift unfolding in America’s energy strategy as uranium mining surges back to center stage. The Trump administration has officially approved Anfield Energy's Velvet-Wood uranium and vanadium project in Utah after a remarkably swift 14-day environmental review — the first approval under new emergency fast-track procedures.

CHECK OUT OUR SUBSTACK: https://substack.com/@themarketmindset
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This marks a historic departure from the years-long permitting norm, signaling a bold pivot toward mineral independence and nuclear power resurgence. With President Trump declaring a national energy emergency, the U.S. Interior Department now has the green light to expedite energy and mining projects across federal lands.

We also break down the broader nuclear narrative:
• U.S. nuclear energy stocks surged this week following Trump’s executive orders slashing red tape and accelerating new reactor licenses.
• Major players like Cameco Corp and Centrus Energy saw immediate gains.
• With AI data centers and crypto mining expected to push U.S. power demand to record highs in 2025–26, uranium's role in clean, base-load energy has never been more relevant.
Is this a long-overdue comeback for nuclear? Or a high-stakes gamble on energy nationalism?

#TodaysTake #Uranium #NuclearEnergy #Trump2025 #CriticalMinerals #VelvetWoodMine #AnfieldEnergy #EnergySecurity #NuclearRevival #Vanadium #AIInfrastructure #DataCenters #Cameco #EnergyTransition #MiningNews



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In this episode of Today’s Take, Andrew O’Donnell unpacks a major development in global infrastructure and energy investment: Brookfield Asset Management is targeting a $100 billion portfolio in India, with a growing focus on nuclear power.

CHECK OUT OUR SUBSTACK: https://substack.com/@themarketmindset
WEBSITE: https://themarketmindset.ca/

This move marks a significant shift not only for India’s energy future but for how institutional capital is beginning to approach clean baseload energy in emerging markets. With solar and wind scaling quickly but intermittently, nuclear is being reconsidered — especially by long-horizon, infrastructure-focused investors like Brookfield.

Topics Covered:
• Why Brookfield is betting big on India’s infrastructure and energy sectors
• The implications of global capital flows into nuclear amid rising energy demand
• India’s growing strategic role in the global energy transition
• How Brookfield’s move could reshape investor appetite for nuclear globally
• The link between stable power, industrial growth, and data infrastructure

#TodaysTake #Brookfield #NuclearEnergy #IndiaEnergy #CleanPower #EnergyTransition #InfrastructureInvestment #GlobalCapital #EmergingMarkets #BaseloadEnergy #PrivateEquity #GreenGrowth #SustainableInvesting #DataInfrastructure #AndrewODonnell



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On this episode of Today’s Take, Andrew O’Donnell breaks down two major developments shaping the future of clean mobility and automation: BYD’s strategic retreat from full electric vehicles in favor of plug-in hybrids, and Tesla’s growing dependence on Chinese-controlled critical materials for its humanoid robot project and battery production.

With China tightening control over exports of rare earth magnets and lithium-iron phosphate (LFP) batteries, Tesla’s plans to mass-produce its Optimus robot — and secure domestic battery supply — face serious uncertainty. Meanwhile, BYD, once hailed as Tesla’s main rival in battery-electric vehicles, is now reshaping its strategy entirely to better suit European consumer sentiment and tariff realities.

Topics Covered:
• Tesla’s humanoid robot ambitions hit a snag as China restricts rare earth exports

• The national security implications of U.S. dependence on China for key tech components

• BYD’s pivot to plug-in hybrids: short-term compromise or long-term market insight?

• What BYD’s European strategy reveals about consumer hesitation toward full EV adoption

• How both companies reflect the new complexity of the clean energy transition

Key Insights:
• Tesla plans to produce 1 million Optimus robots by 2030 — but relies on Chinese magnets for key actuators

• BYD will launch two new plug-in hybrids in Germany this year and expand its Denza and Dolphin lines across Europe

• BYD’s first-quarter sales in Europe surged from 8,500 (2024) to 37,000 (2025)

• Analysts argue the shift from “EV or bust” to a blended, regional approach may define the next era of green transport

#TodaysTake #EVnews #TeslaRobot #BYD #ElectricVehicles #HybridCars #ChinaTrade #SupplyChain #LFPbatteries #RareEarthMetals #CleanEnergy #AutoIndustry #EuropeEV #GreenMobility #AndrewODonnell

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Today’s Take with Andrew O’Donnell featuring John Passalacqua, CEO of First Phosphate

CHECK OUT OUR SUBSTACK: https://substack.com/@themarketmindset
WEBSITE: https://themarketmindset.ca/
https://firstphosphate.com/

As robotics, automation, and AI continue to surge globally, one question matters more than ever: How will we power it all?
In today’s episode, Andrew O’Donnell sits down with John Passalacqua, CEO of First Phosphate, to examine how lithium iron phosphate (LFP) batteries are poised to become the foundational energy source for the next technological era—from AI data centers and electric vehicles to home robotics and grid-scale storage.

Key Data and Market Trends:
• The global robotics market is projected to reach $160 billion by 2030
• Industrial robotics alone will exceed $75 billion by the same year
• Personal robotics—particularly in home assistance, transport, and healthcare—are expected to double in market size from 2025 to 2030

• The LFP battery market is set to grow from $16.93 billion in 2024 to $72.76 billion by 2034
• Total cathode chemistry supply forecasts show LFP dominating through 2040, reflecting its superior scalability

Topics Covered:
• Why LFP batteries are outpacing other chemistries in robotics, EVs, AI infrastructure, and residential storage

• The safety, cost, and environmental advantages of LFP: non-toxic, thermally stable, and cobalt/nickel-free

• How First Phosphate is building a North American supply chain for purified phosphate to support the LFP battery boom

• The influence of global trade policy, tariffs, and energy security concerns on battery supply chains

• The broader implications for investors as automation and energy storage markets converge

#TodaysTake #LFPbatteries #FirstPhosphate #RoboticsMarket #BatteryTechnology #CleanTech #ElectricVehicles #AIInfrastructure #EnergyStorage #JohnPassalacqua #PhosphateMining #NorthAmericaSupply #RobotRevolution #GreenEnergy #CriticalMinerals




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Today’s Take with Andrew O’Donnell featuring John Passalacqua, CEO of First Phosphate

CHECK OUT OUR SUBSTACK: https://substack.com/@themarketmindset
WEBSITE: https://themarketmindset.ca/
https://firstphosphate.com/

As robotics, automation, and AI continue to surge globally, one question matters more than ever: How will we power it all?
In today’s episode, Andrew O’Donnell sits down with John Passalacqua, CEO of First Phosphate, to examine how lithium iron phosphate (LFP) batteries are poised to become the foundational energy source for the next technological era—from AI data centers and electric vehicles to home robotics and grid-scale storage.

Key Data and Market Trends:
• The global robotics market is projected to reach $160 billion by 2030
• Industrial robotics alone will exceed $75 billion by the same year
• Personal robotics—particularly in home assistance, transport, and healthcare—are expected to double in market size from 2025 to 2030

• The LFP battery market is set to grow from $16.93 billion in 2024 to $72.76 billion by 2034
• Total cathode chemistry supply forecasts show LFP dominating through 2040, reflecting its superior scalability

Topics Covered:
• Why LFP batteries are outpacing other chemistries in robotics, EVs, AI infrastructure, and residential storage

• The safety, cost, and environmental advantages of LFP: non-toxic, thermally stable, and cobalt/nickel-free

• How First Phosphate is building a North American supply chain for purified phosphate to support the LFP battery boom

• The influence of global trade policy, tariffs, and energy security concerns on battery supply chains

• The broader implications for investors as automation and energy storage markets converge

#TodaysTake #LFPbatteries #FirstPhosphate #RoboticsMarket #BatteryTechnology #CleanTech #ElectricVehicles #AIInfrastructure #EnergyStorage #JohnPassalacqua #PhosphateMining #NorthAmericaSupply #RobotRevolution #GreenEnergy #CriticalMinerals




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In this episode of Today’s Take, Andrew O’Donnell is joined by renowned resource analyst Gwen Preston (The Resource Maven) to break down one of the most significant near-term gold production stories in Canada — the Madsen Mine, owned by West Red Lake Gold (TSXV: WRLG | OTCQB: WRLGF).

Located in Ontario’s world-class Red Lake district, the fully permitted Madsen Mine combines high-grade ounces, robust infrastructure, and over C$350 million in historical investment — setting the stage for a potential turnaround that’s attracting growing market interest.

Key Highlights:
• Indicated resource: 1.65 million ounces at 7.4 g/t gold
• Inferred resource: 370,000 ounces at 6.3 g/t gold
• Based on a cut-off grade of 3.38 g/t Au and a gold price of $1,800/oz
• Significant infrastructure in place, including underground development and surface facilities
• 18 months of operating history provides critical data for revised cost controls and mine planning
• Focus on de-risking exploration targets and growing the regional resource base
• 100% ownership of 47 km² land package with multiple high-priority targets, including Wedge, Gap, and Derlak
Gwen Preston shares her insights on what makes Madsen a standout: its combination of grade, location, and infrastructure, as well as West Red Lake Gold's new disciplined approach to execution. With updated technical reports and a re-aligned operational strategy, the Madsen Mine is positioning itself as a deep-value opportunity in the gold sector.

#TodaysTake #WestRedLakeGold #MadsenMine #GwenPreston #GoldMining #RedLakeDistrict #TSXV #JuniorMiners #HighGradeGold #GoldStocks #ResourceMaven #Gold2025 #MiningTurnaround #CanadianMining #ExplorationStocks

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00:00 - Introduction & Overview of Zimmons International
01:12 - Timely Discussion on Market Dynamics
06:06 - Navigating Market Volatility
11:10 - Institutional and HNW Market Support
13:30 - Nuances Between Institutional Investors
14:00 - In-Person Events & Maintaining Connections
17:05 - Roadshows with Strategic Focus
19:20 - Reactions to Market Volatility
22:09 - Value of Expanding Your Network
25:00 - The Magic of In-Person Meetings
25:41 - Importance of Attention to Detail
26:45 - Roadshow Preparation Process
33:05 - Corporate Consistency & Messaging
35:02 - Aligning with Third-Party Data Feeds
38:56 - Curated Due Diligence Packages
41:41 - Summer 2025 Outlook & Hybrid Trends
42:00 - Roadshows in the Hybrid Era
45:54 - Reconnecting in Unexpected Ways
48:52 - Articulating Full Potential to Investors
50:25 - Contact Zimmons International

On today’s episode of Today’s Take, Andrew O’Donnell reacts to a critical discussion from the Patrick Bet-David Podcast, where North Dakota Governor Doug Burgum warns that America’s real energy crisis isn’t high prices — it’s falling behind China in nuclear power.

As the U.S. stalls on nuclear permitting and energy policy reform, China is accelerating, building out dozens of nuclear reactors while America’s strategic infrastructure — from AI data centers to national security systems — faces energy uncertainty.

Burgum’s appearance on PBD was more than a policy conversation — it was a wake-up call about geopolitical risk, tech vulnerability, and the consequences of federal inaction.

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WEBSITE: https://themarketmindset.ca/

"China's Nuclear Dominance" – Doug Burgum WARNS U.S Energy Crisis Is COMING!
https://www.youtube.com/watch?v=FExBdTzc-u8

🔍 Topics Covered:
Key takeaways from Doug Burgum’s conversation on the Patrick Bet-David Show

How China is leading the world in nuclear reactor construction

Why America’s data centers and military infrastructure could face power shortfalls

The case for small modular reactors (SMRs) and advanced nuclear

How policy gridlock is weakening U.S. energy and national defense

#TodaysTake #DougBurgum #PatrickBetDavid #PBDPodcast #NuclearEnergy #ChinaLead #USPolicyFailure #EnergySecurity #CleanEnergy #DataCenterPower #Geopolitics #NationalSecurity #SmallModularReactors #EnergyEmergency #AmericaFirstEnergy

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