Investor expectations test OZ Minerals

Investor expectations test OZ Minerals

Miner needs help from the copper price to maintain its current valuation

From the Capital

04 MAY 2016
Do as I say, not as I do

Do as I say, not as I do

BHP should look at its own industrial relations policy before asking for help

From the Capital

28 APRIL 2016
Private equity must pay its way

Private equity must pay its way

PE must come to terms with the reality of resource investment

From the Capital

19 APRIL 2016
Vendors, buyers still poles apart

Vendors, buyers still poles apart

The discount rates used by miners should reflect mining project risk

From the Capital

12 APRIL 2016
Nowhere to run from regulatory risk

Nowhere to run from regulatory risk

The gulf between traditional safe-havens and basket cases is narrower than you think

From the Capital

06 APRIL 2016
Is the gloom lifting from Aussie mining?

Is the gloom lifting from Aussie mining?

Unfortunately, the answer on reflection is undoubtedly negative

From the Capital

30 MARCH 2016
Central banks doubt growth rebound

Central banks doubt growth rebound

Credible feasibility studies should consider the effects of macro economics

From the Capital

21 MARCH 2016
Bank shows explorers no respect

Bank shows explorers no respect

National Australia Bank should be ashamed and Impact Minerals fuming

From the Capital

14 MARCH 2016
Mining could tempt back pension funds

Mining could tempt back pension funds

Miners bear responsibility to present an investible long-term proposition

From the Capital

07 MARCH 2016
Uncertainty blamed for predictable outcomes

Uncertainty blamed for predictable outcomes

Why are miners confused by cellar-dwelling near-term commodity pricing?

From the Capital

29 FEBRUARY 2016
Kasbah optimism was foolhardy

Kasbah optimism was foolhardy

Junior shows industry is still refusing to face up to real world risk factors

From the Capital

22 FEBRUARY 2016
MZI sending mixed messages

MZI sending mixed messages

Market valuation reflects confusion over Keysbrook mineral sands mine life

From the Capital

15 FEBRUARY 2016
Don't blame oil

Don't blame oil

The reasoning for market behaviour goes beyond moves in one commodity

From the Capital

10 FEBRUARY 2016
Orocobre needs to be clear on remedial plan

Orocobre needs to be clear on remedial plan

Lithium producer's handling of investors will determine its market value

From the Capital

01 FEBRUARY 2016
Hello, anyone home?

Hello, anyone home?

Explorers are failing to find investors interested in potential discoveries

From the Capital

22 JANUARY 2016
Assets still trying to punch above weight

Assets still trying to punch above weight

There are reasons to hope and despair in equal measure as we enter 2016

From the Capital

13 JANUARY 2016