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 →
Last week, a publication by colleagues Sam Davies (University of Western Australia & Alto Metals), David Groves (Orebusters), Allan Trench (UWA), and Jon Standing (Model Earth), to which I also contributed was published in the peer reviewed journal 'Ore Geology Reviews'. The paper is entitled "Entering an immature exploration search space: Assessment of the potential orogenic gold endowment of the… Read this post →
Last November, to assist with the MBA course at UWA we were teaching on 'Strategic Analysis and Consulting' we prepared an A to Z of 'must-know' subjects in the area of strategy and management in the minerals sector. How many do you know? Analysis, Alliances and Adhocracy; Behavioural economics, Biases and heuristics, the Boston Box (or the growth-share matrix), Big… Read this post →
