mining

December 15, 2017
Value: what’s your downside alongside the upside?

Value: what’s your downside alongside the upside?

With commodity prices cooling, and long standing investors un-impressed with low returns from the greatest boom the mining industry has seen existing players move to protectRead more »
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 »
April 5, 2016

What happens next for mining equities – recovery or dead cat bounce?

At the Mine Insider we are always sceptical about forecasts of minerals and mining equity prices – even our own! But we are now seeing more signs supportingRead 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 »

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