News & Insights
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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Restructuring Sales Territories
Restructuring Sales Territories (more…)
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Mining companies’ most important asset – reputation
Benjamin Franklin Readers already know that Mine Insider is fascinated with how mining companies create and destroy shareholder value. Mine Insider has documented the ups and recently the significant declines in value at many mining companies (“$400 Billion reasons why mining management must change”) and the scorecard for recent mining company CEOs...
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