Category: Mining & Natural Resources
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...
Read More »
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...
Read More »
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...
Read More »
5 ways to create value in the mining industry
Today sovereign and private investment banks hold billions in assets that can used to capitalize the resource industry, but before any investments are made one must ask how do mines create value? From a value standpoint, mines are high capital long-term investments. The reality is that value is a complex...
Read More »
Value: what’s your downside alongside the upside?
Interestingly, at the same time, billions of dollars of private and sovereign equity is being amassed outside the existing mining houses with the intent of deployment in the resources industry, and more precisely to take advantage of the potentially attractive asset prices that are expected to occur at the perceived...
Read More »