Currently viewing Global edition

Gold-hedge haters focused on the hole, not the doughnut

Gold-hedge haters focused on the hole, not the doughnut

Irrational response to revenue protection: tick

Russo's rules

29 AUG 2019
Mine financing's danger zone

Mine financing's danger zone

Tricky financial winds for juniors make climb into production more demanding than ever

Russo's rules

08 MAY 2019
Mining The Upside

Mining The Upside

Investors want to buy businesses in business to make money

Russo's rules

12 MAR 2019
New Year's resolutions (or old habits die hard?)

New Year's resolutions (or old habits die hard?)

Old habits die hard, killing corporate value along the way

Russo's rules

25 JAN 2019
Dodging the Death by Dilution bullet

Dodging the Death by Dilution bullet

Hedged miners come out better in miner's version of Russian Roulette

Russo's rules

26 SEP 2018
Kim and co architects of tarnished gold

Kim and co architects of tarnished gold

CEO pay might be a problem, but it's sure not the solution

Russo's rules

26 OCT 2017
Many a miner's dirty little secret

Many a miner's dirty little secret

Intra-quarter traders make flipping mess of counter-hedge argument

Research

06 JUL 2017
Gold's insiders, and outsiders

Gold's insiders, and outsiders

North American gold companies persist with 'outside-in', while Australians move to 'inside-out'

Russo's rules

01 JUN 2017
More humility and less certainty

More humility and less certainty

'Most active investors in mining companies aren't owners they just rent the commodity exposure'

Russo's rules

10 APR 2017
Deja vu all over again

Deja vu all over again

It's the metals price rally miners predicted, but now they say it's too much, too fast!

Russo's rules

05 MAR 2017
Miners need more than hope to stay afloat

Miners need more than hope to stay afloat

Ignoring 2016 won't make it go away or go any faster

Russo's rules

27 JAN 2016
Divorce the story, marry the reality

Divorce the story, marry the reality

Gold price strength is a chance to hedge

Russo's rules

14 OCT 2015

The times they are a changin'

Long-awaited flight to quality, rather than quantity, in gold sector may be underway

Russo's rules

19 AUG 2015

Manipulation no, capitulation maybe

As painful as it currently seems, things may get much worse for many gold producers

Russo's rules

30 JUL 2015

Miners apportion blame

Mum's the word on the source of many metal producers' woes

Russo's rules

24 JUN 2015

Zero-cost collars make zero sense

Best hedge the one that commits fewest ounces or tonnes for maximum revenue protected

Russo's rules

05 JUN 2015

Keep up to date with the latest Leadership content from our Mine Risk Management channel to stay at the front of mining's risk conundrum