Planning to win

Planning to win

Suddenly the big guys are noticing the little things

View from the West End

25 AUGUST 2016
Play nicely

Play nicely

BHP and Rio have been asked to pee in a cup and results don't look good

View from the West End

17 AUGUST 2016
Missing the target

Missing the target

"There is nothing so useless as doing efficiently, that which should not be done at all." - Peter Drucker...

View from the West End

10 AUGUST 2016
Tectonic shift

Tectonic shift

Don't believe everything you think you know about mining

View from the West End

03 AUGUST 2016
I haven't a cunning plan

I haven't a cunning plan

Mick Davis's failure to deploy X2's vast war chest comes down to lack of preparation

Tidy up your room

Tidy up your room

Closing a mine is a messy business we should talk more about

The show must go on

The show must go on

Board level bureaucracy looks good but means little

Trash or treasure

Trash or treasure

A big price tag doesn't mean big value

Repent at leisure

Repent at leisure

Miners would do well to leave the back door open occassionally

Big is not so beautiful

Big is not so beautiful

Will Rio join BHP, Anglo and Vale in 'The Great Unwinding'?

NQOCD (Google it)

NQOCD (Google it)

Companies claiming board-level diversity are, in general, kidding themselves

Fit for purpose

Fit for purpose

Are mining majors, like Saudi Aramco, little more than liquid, leveraged EFTs for iron ore, oil and coal?...

Not a good restart

Not a good restart

Lithium will fade, but the cash and interest will remain in the sector

Trust me, I'm a scientist

Trust me, I'm a scientist

Ignorance can be bliss in greenfield exploration

Volte face

Volte face

China's ham-fisted handling of the steel bust-up will redirect iron ore exports

Wherefore art thou elephant?

Wherefore art thou elephant?

Our failure to find big copper deposits foreshadows major future deficits