Talking Wealth Podcast: Stock Market Trading and Investing Education | Wealth Creation | Expert Share Market Analysis · Dale Gillham: Share Market Analyst, Share Market Educator, Professional Trader and Investor

A Mining Super-Giant is coming: Is RIO a Buy Now?

·29 min·1 clip

Janine Cox says the Rio–Glencore deal could be a $300 billion merger.

1. Talking Wealth Podcast: Stock Market Trading and Investing Education | Wealth Creation | Expert Share Market Analysis focuses on a potential Rio Tinto and Glencore merger and whether Rio is a buy now. 2. Janine Cox, Senior Analyst at Wealth Within, leads the discussion because she follows chart levels, sector cycles, and stock valuation. 3. The episode asks whether a "mining supergiant" could form and whether Rio shareholders should treat the current weakness as an entry point. 4. Cox says the merger has been described as a $200 billion to $300 billion deal, depending on currency and valuation method. 5. She explains that Glencore has been under pressure from debt and coal exposure, which is part of why its price jumped on the news. 6. She says Rio Tinto has "amazing assets" but is constrained by growth and has already divested a lot of coal-related assets. 7. Cox notes that Rio's structure is now simpler, which the market has viewed as a strength. 8. She says a combined entity could be a clean merger, or it could involve divestments and asset carve-ups. 9. Cox describes Rio as a high-quality iron ore play in the Pilbara with strong financials. 10. She adds that Rio also has aluminium, copper, and lithium exposure, which broadens the story beyond iron ore. 11. She says Glencore is a world-leading copper miner with cobalt, nickel, and a large coal business that funds energy-transition metals. 12. Cox says Glencore's coal exposure and jurisdictional risks help explain why it trades at a discount. 13. She argues that divesting coal assets could improve access for ethical investors and big ethical funds. 14. Cox says Rio could gain instant exposure to copper demand tied to EVs, electricity grids, and AI data centres. 15. She says Rio's share price could be held in limbo while brokers reassess the value of the merged entity or any spinoffs. 16. Cox warns that Rio could overpay for Glencore and that the market is already worried about that risk. 17. The episode is delivered in a solo commentary style with direct, repetitive emphasis on valuation, chart levels, and investor behaviour. 18. Cox mixes technical analysis with strategic corporate commentary and repeatedly returns to the same merger question from different angles. 19. Best for investors tracking Rio Tinto, Glencore, and Australian miners. 20. Skip it if you want no stock charts or merger valuation talk.

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