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Analysts too conflicted to ask tough questions

Analysts too conflicted to ask tough questions

The role of sell-side institutions as gatekeepers for investors was eroded long ago

From the Capital

18 JAN 2019
Capital structure myth debunked

Capital structure myth debunked

Tight share registries are not necessarily a positive for potential investors

From the Capital

10 JAN 2019
'New' ventures rarely successful

'New' ventures rarely successful

Management teams claiming a fresh approach simply don't understand the resources business

From the Capital

20 DEC 2018
Expert queries tin-miner risk

Expert queries tin-miner risk

Misrepresentation of risk is endemic and damaging to the industry's reputation

From the Capital

17 DEC 2018
Likely Shadary win in DR Congo threatens further squeeze on miners' profits
Likely Shadary win in DR Congo threatens further squeeze on miners' profits
Likely Shadary win in DR Congo threatens further squeeze on miners' profits

Likely Shadary win in DR Congo threatens

Impending battle for control of DR Congo, & its mineral riches, threatens further pain for miners.

SPONSORED

verisk maplecroft

Alderan unlocking Frisco potential
Alderan unlocking Frisco potential
Alderan unlocking Frisco potential

Alderan unlocking Frisco potential

Large-scale polymetallic project in Utah points to big upside

SPONSORED

alderan resources

Rhyolite Ridge PFS beats expectations
Rhyolite Ridge PFS beats expectations
Rhyolite Ridge PFS beats expectations

Rhyolite Ridge PFS beats expectations

Industry-low operating costs ensure durable economics for US lithium-boron development

SPONSORED

ioneer

Element 25 targeting clean entry into high-growth market
Element 25 targeting clean entry into high-growth market
Element 25 targeting clean entry into high-growth market

Element 25 targeting clean entry into high-growth

Junior's work uncovering 'hidden' value in the world's fourth largest metal commodity segment

SPONSORED

element 25

Challenging 2019 ahead for mining equities

Challenging 2019 ahead for mining equities

As signs point to metal prices drifting lower, capital gains will rely on outstanding management

From the Capital

06 DEC 2018
Central banks to move markets

Central banks to move markets

How policy makers view inflation risk will ultimately dictate the direction of metal cycles

From the Capital

29 NOV 2018
What's behind falling stock prices?

What's behind falling stock prices?

Sliding equity valuations is a symptom of large systemic problems for the global economy

From the Capital

22 NOV 2018
'Sustainability' … who are we kidding?

'Sustainability' … who are we kidding?

Unsustainable in its very nature, miners still have more longevity than tech companies

From the Capital

15 NOV 2018
Sustained investment in people a big plus for consultancy
Sustained investment in people a big plus for consultancy
Sustained investment in people a big plus for consultancy

Sustained investment in people a big plus

Mining Plus etches third five-year plan as global expansion continues apace

SPONSORED

byrnecut

Mahenge the Cinderella of the graphite space?
Mahenge the Cinderella of the graphite space?
Mahenge the Cinderella of the graphite space?

Mahenge the Cinderella of the graphite space?

John de Vries believes Mahenge has what it takes to stand out in the value delivery stakes

SPONSORED

black rock mining

Sky is the limit for BSK at Amarillo Grande
Sky is the limit for BSK at Amarillo Grande
Sky is the limit for BSK at Amarillo Grande

Sky is the limit for BSK at Amarillo Grande

Blue Sky bullish on strong uranium-vanadium fundamentals

SPONSORED

blue sky uranium

New Energy brings experience to new dawn
New Energy brings experience to new dawn
New Energy brings experience to new dawn

New Energy brings experience to new dawn

Aiming for first Caula production in H2 2019

Jacques guilty of navel gazing

Jacques guilty of navel gazing

Industry heavyweight exaggerates problems without offering solutions

From the Capital

08 NOV 2018
Valuation explanations need work

Valuation explanations need work

Ramelius' justification for its claim it is undervalued are simplistic and temporary

From the Capital

01 NOV 2018
Goncalves abuse counter-productive

Goncalves abuse counter-productive

Market more interested in consistent delivery of results than name calling

From the Capital

25 OCT 2018
HPA start-ups fight for leadership

HPA start-ups fight for leadership

The war for investment is intensifying among niche corporates

From the Capital

18 OCT 2018
Metals outlook spans two extremes

Metals outlook spans two extremes

Investors have a choice to make as to which forecast feels most likely

From the Capital

11 OCT 2018
Altech leads presentation rankings

Altech leads presentation rankings

Shareholder communication can address share-price drift as developers slowly transition into produce

From the Capital

04 OCT 2018
How to win investors

How to win investors

There is a time for passion and a time for detail and disclosure

From the Capital

27 SEP 2018
Investor presentations 101

Investor presentations 101

Basic communication skills and logic are lacking in mining pitches

From the Capital

20 SEP 2018
Likely Shadary win in DR Congo threatens further squeeze on miners' profits
Likely Shadary win in DR Congo threatens further squeeze on miners' profits
Likely Shadary win in DR Congo threatens further squeeze on miners' profits

Likely Shadary win in DR Congo threatens

Impending battle for control of DR Congo, & its mineral riches, threatens further pain for miners.

SPONSORED

verisk maplecroft

Alderan unlocking Frisco potential
Alderan unlocking Frisco potential
Alderan unlocking Frisco potential

Alderan unlocking Frisco potential

Large-scale polymetallic project in Utah points to big upside

SPONSORED

alderan resources

Rhyolite Ridge PFS beats expectations
Rhyolite Ridge PFS beats expectations
Rhyolite Ridge PFS beats expectations

Rhyolite Ridge PFS beats expectations

Industry-low operating costs ensure durable economics for US lithium-boron development

SPONSORED

ioneer

Element 25 targeting clean entry into high-growth market
Element 25 targeting clean entry into high-growth market
Element 25 targeting clean entry into high-growth market

Element 25 targeting clean entry into high-growth

Junior's work uncovering 'hidden' value in the world's fourth largest metal commodity segment

SPONSORED

element 25

Sustained investment in people a big plus for consultancy
Sustained investment in people a big plus for consultancy
Sustained investment in people a big plus for consultancy

Sustained investment in people a big plus

Mining Plus etches third five-year plan as global expansion continues apace

SPONSORED

byrnecut

Mahenge the Cinderella of the graphite space?
Mahenge the Cinderella of the graphite space?
Mahenge the Cinderella of the graphite space?

Mahenge the Cinderella of the graphite space?

John de Vries believes Mahenge has what it takes to stand out in the value delivery stakes

SPONSORED

black rock mining

Sky is the limit for BSK at Amarillo Grande
Sky is the limit for BSK at Amarillo Grande
Sky is the limit for BSK at Amarillo Grande

Sky is the limit for BSK at Amarillo Grande

Blue Sky bullish on strong uranium-vanadium fundamentals

SPONSORED

blue sky uranium

New Energy brings experience to new dawn
New Energy brings experience to new dawn
New Energy brings experience to new dawn

New Energy brings experience to new dawn

Aiming for first Caula production in H2 2019

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