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 →
Last month, Allan Trench presented an abstract at the Society of Economic Geologists (SEG) Conference in Hobart, Australia, that I helped contribute to, entitled: "Minerals Sector Value and Risk in 4D: Discovery to Dismantling". The paper summarised our thoughts on how technical risk, corporate risk and non-technical combine into a complex composite risk profile over the life of a mine project and mine.… Read this post →
I'm currently on holiday in Japan, the world's largest importer of rare earth metals. Whilst I'm here to support my wife giving her first international conference presentation at a paediatrics conference in Nikko, enjoy the bustle of Tokyo and meditate in the surrounds of Kyoto in autumn, it did seem appropriate to post my most recent presentation on rare earths,… Read this post →
London's mining scene gathered in force at the Mining Journal's Gold Day. However, we left with concerns about the extent to which gold prices are being supported by investors, and about increasing political risk for gold miners, which is reducing some miners' leverage to the booming gold price. Investor-supported gold Just how much the current high gold price has been… Read this post →
