News & Insights
Why Cinderella is hard to pick in March madness & commodity markets
And a million more inspiring stories about players, and coaches, and teams that find greatness during the tournament. It’s called March Madness because anything can happen. Which means, not only can the unexpected underdogs make a Cinderella run deep into March, but the inverse is true also — sometimes the...
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The Resources Company Growth Challenge
Resources companies mostly grow through acquisition, whether focused on the early stage and seeking exploration farm-ins, or focused on the late stage and seeking fully developed assets. Either way, when buyers emerge en masse, the potential for asset prices to exceed real long-term value is high. So, what can CEOs...
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How are biases hijacking your decisions?
Last week I overheard an interview taking place in Starbucks. (more…)
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10 principles leaders in the Mining Industry should use when making decisions
Stanway, Hart, and Taylor of Virtual Consulting recommend that investors apply a set of principals to their decision making. The economists John Galbraith, Robert Hagstrom, and Howard Marks have derived the following rules for successful investments: Mining is a cyclical business. Minerals are limitless, but supply will inevitably lag behind...
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Tyson, Cargill, microbreweries, & #fakemeat
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