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 →
Today's Strictly Boardroom column on MiningNewsPremium.net with Allan Trench (The University of Western Australia), tries to answer an old question - how do you grow a mining company? At a basic level there are only three pathways - to buy new assets at a discount, to sell assets for a premium, or to explore and discover new assets. So which is the… Read this post →
Today I have co-authored another Strictly Boardroom column, with Allan Trench, on MiningNewsPremium.net. We pose a theoretical investment decision dilemma that is faced frequently in the reality of the mining industry. As a decent, single-asset mining company, what is your next strategic move - to sell up to a larger company, invest heavily in an exploration programme, or acquire another lower… Read this post →
This month's edition of RESOURCESTOCKS includes the annual 'Top 100' compiled by Allan Trench and myself. The list focuses on seeking out the length and breadth of variety available for mining and petroleum investors on the Australian Stock Exchange (ASX). According to portfolio theory investors should focus on diversification, so this list surveys the range of commodities, geographic locations and… Read this post →
