Mining & Natural Resources

October 6, 2017
The Next Frontier in Mining: new technologies and marketing

The Next Frontier in Mining: new technologies and marketing

Innovation in the marketing function in mining doesn’t get much attention. Is this about to change? The following white paper does a deep dive on emergingRead more »
January 18, 2017

Whether You Call It Trading or Not, Your Company is Taking Market Positions

Introduction: Market Risk at Commodities-Driven Companies When an investor buys a stock, she is taking a position, placing a bet on the stock’s value going upRead more »
July 13, 2016

Humans or Machines

Humans or machines: Which makes better business decisions? (Spoiler alert: both)   Within the past year, a series of unrelated technical glitches brought the New York StockRead more »
February 29, 2016
Should you care about dividends – mining and progressive dividends?

Should you care about dividends – mining and progressive dividends?

This week Mine Insider focuses on dividend payment policies of mining companies and in particular the commitments of some to progressive dividends. Both Rio Tinto and BHP BillitonRead more »
February 4, 2016
How to make good returns by investing in mining stocks – a disciplined approach

How to make good returns by investing in mining stocks – a disciplined approach

Warren Buffett aims to invest in real businesses, and he suggests we avoid those that offer ‘commodity-type returns’.  But at Mine Insider, we are not so sureRead more »
January 10, 2016

The great mining ‘Liquidation Sale’ – time to buy distressed assets?

For many of us, the New Year means high street sales – and in mining it seems everything is for sale at bargain basement prices.   2015Read more »
December 15, 2015
Mining companies’ most important asset - reputation

Mining companies’ most important asset – reputation

It takes many good deeds to build a good reputation, and only one bad one to lose it. Benjamin Franklin Readers already know that Mine Insider is fascinatedRead more »
December 4, 2015
How to be a successful investor in mining stocks – a checklist of nine ways that mining companies can make money

How to be a successful investor in mining stocks – a checklist of nine ways that mining companies can make money

Introduction Howard Marks, the well known investor, makes it sound simple: ‘The upshot is simple: to achieve superior investment returns, you have to hold non-consensus viewsRead more »
November 25, 2015
Prophesies, Oracles and omens – why you should ignore single point forecasts

Prophesies, Oracles and omens – why you should ignore single point forecasts

We all know that mining is cyclical, but it seems someone forgot to tell the analysts and economists who forecast prices. When prices were high, analystsRead more »

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