News & Insights
Humans or Machines: Which makes better decisions?
Experts agree the amount of damage done was relatively minor, but the episodes reopened the issue of whether we have grown too dependent on technology, specifically, automation that makes important decisions for us. There’s no doubt automation is a boon in many respects. From next-day package delivery to ATMs to...
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What happens next for mining equities – recovery or dead cat bounce?
Figure 1. Performance of Mining Equities vs General Equity Markets The Euromoney Mining Index covers 152 mining stocks across 24 markets and is a good proxy for mining sector equity prices. The EMIX World Index is highly representative of global equities across all sectors and cover approximately 85% of the...
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Should you care about dividends – mining and progressive dividends?
This generous dividend policy had been backed by extremely strong commitments from management. Andrew Mackenzie, CEO of BHP Billiton, said in August last year “You shouldn’t doubt our commitment to maintain the progressive dividend…Over my dead body sounds a little strong but it’s almost right”. In December 2015, Sam Walsh,...
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How to make good returns by investing in mining stocks – a disciplined approach
It should be simple enough to make money from commodities: they are cyclical, the peaks and troughs are mostly obvious and, oddly enough, there are counterparties willing to sell assets at low prices when times are tough. At Mine Insider, we think two important conditions are now in place. Firstly, we...
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The great mining ‘Liquidation Sale’ – time to buy distressed assets?
There is gloom everywhere – analysts are competing with each other as to how low they can make their forecasts. Everywhere, the headlines are negative. Bloomberg is suggesting we ‘Let Coal Die a Natural Death,’ notes ‘Iron Ore Rout Deepens’ and comments that ‘Gold to Copper Bulls Left Heartbroken as...
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