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 →
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 →
Welcome to 2018. Last year was a busy year and this year already looks like it will be another busy one. As such, I'd like to finish posting the various presentations, papers and articles from last year that are, as yet, unmentioned on this website, as soon as possible. In November last year, I was pleased to present the keynote… Read this post →
Catching up on April's Strictly Boardroom articles on MiningNews.net, we get to the 18th of the month, when we responded to a fairly solid piece on junior exploration investment in the 'West Australian' newspaper, at least within the constraints of what can be done in a sub-2 minute video: 1) check the money is going into the ground; 2) check… Read this post →
