News & Insights
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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How to be a successful investor in mining stocks – a checklist of nine ways that mining companies can make money
Introduction (more…)
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Prophesies, Oracles and omens – why you should ignore single point forecasts
We have to stop using single point projections of the recent past to justify decisions (see the oil prices forecasts below for one illustration). It’s a given that commodity prices and markets are both volatile and cyclical. Mining analysts typically present their forecasts as a series of single numbers (or...
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