Lats week, I was invited to speak on "The current investment landscape for mining, exploration and mineral sands" at the 19th Australian Mineral Sands Conference here in Perth. The presentation explored three broad, global trends and their high-level impact on mining and exploration, with some further specific thoughts on mineral sands, in line with the conference theme. The three trends… Read this post →
Earlier in the year, in our Strictly Boardroom column, we considered alternatives to the challenge of vertical integration in the minerals industry. In some commodity industries, such as gold, copper, and nickel sulphides, the majority of the value of the final 'metal' product flows back through to the miner - with smelters, refiners, traders and others further downstream making thin… Read this post →
Never ones to miss a passing bandwagon, earlier in the year we wrote a Strictly Boardroom column on digital currencies. As this was not an obvious area of our expertise we recruited some help from Dr Dick Baur - a finance expert focused on markets, who has written extensively on the machinations of the gold and bitcoin markets. Whilst recognising… Read this post →
Late last year we published a Strictly Boardroom article on battery metals, discussing the different battery systems - lead, lithium, nickel, zinc and emerging ones - and which metals are involved in them, with the aim of providing a little clarity on the current 'battery metal' boom. The article is entitled "Battery metals: From aluminium to zinc" and is available… Read this post →
The final presentation I made in 2017 was at Mines and Money in London, and the first on behalf of Richard Schodde and MinEx Consulting. Many of the companies and analysts at the conference were focused on the battery metals industry. In line with this, I was invited to give an overview of the graphite industry, its role in the… Read this post →
