No Spin, Just Tin. Brett Smith on MetalsX and Every Tin Project

Brett Smith, Executive Director of Metals X, discusses the company's turnaround, focusing on tin assets and capital allocation. He details the restructuring process, including overhead reduction, asset sales, and debt refinancing, highlighting the significance of the Renison mine. Smith also shares insights on the tin market, global supply dynamics, and potential acquisitions, particularly Elementos and First Tin. The conversation explores Metals X's joint venture with Yunnan Tin, the complexities of the tin smelting industry, and the strategic role of APAC as a supportive shareholder. Additionally, Smith touches on Mount Gibson's gold project, Tanami, and the company's investment strategy in junior miners, as well as the potential for consolidation in the base metals sector.