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 →
Last November, we published a Strictly Boardroom article on mineral sector excellence. It was based on a panel discussion held at 'Breakfast by the Bay' hosted by UWA Business School. The panel consisted of financier and director, Michael Anderson (Taurus Funds and Hot Chili), mining geologist, engineer and director, Alex Atkins (AusIMM and Alex Atkins & Associates), Vice-President of Geoscience… Read this post →
Last year, I helped Allan Trench put together a presentation on mining strategy, which he presented at the Wrays Resource Investment Group Seminar in West Perth, Australia. The presentation was entitled "Mining sector strategies for the future - Preparing for the next boom" and was a general review of the state of strategy in the mining sector and a couple… Read this post →
Unlike most metals, a large proportion of gold's 'consumption' is to hold it as a physical investment. What is it that makes gold a good physical investment, and with gold at its current highs, are there alternative metals, or even any other elements, that could provide an alternate investment opportunity? If so, what are the implications for the mining industry… Read this post →
