Bert Koth

The value of the world's top 100 miners has swelled by US$311 billion, or 27%, over the past 12 months
MJ COMMENT

Miners' vitals looking good

Mining sector poised for a bumper year in 2021

10 December 2020

Outside the gold sector, there is little capital available to fund exploration for the 'green' metals needed to lower the world's CO2 footprint
CAPITAL MARKETS

Lack of capital will jeopardise carbon goals, create next super cycle

Failure to mobilise capital for 'green' mining projects will result in carbon targets being missed

07 December 2020

 Mining M&A: Is it frozen or likely to pick up?
M&A

Ground shifting beneath miners, say fund managers

Slowdown masks growth imperative

07 September 2020

 Koth, Antonovskaya and Lomnitzer
INVESTMENT

'Still too much money in the room', says mining fund manager

Environmental, social and governance are moving up investors' agenda - but risk remains a divide

25 June 2019

 Denham Capital's Bert Koth
CAPITAL MARKETS

Denham Capital to plough US$550M into global mining sector

PE fund Denham Capital has closed its first standalone mining fund, raising US$558M to expand

10 July 2018

Time may prove many firms have been skinny dipping during the early rounds of PE mine financings (The Curious Kiwi)
LEADERSHIP

Fewer, larger PE firms to emerge

As the tide recedes around early investments we'll see who's swimming naked

24 July 2017

Hong Kong: Mining mergers on the rise
CAPITAL MARKETS

Hong Kong: Mining mergers on the rise

Mines and Money Asia conference hears capital flows, cash M&A are on the up

06 April 2017

Identifying appropriate environments for PE participation in mining is not straight forward (image: 401K)
CAPITAL MARKETS

Understanding PE

Private equity is a rational and often misunderstood source of capital

28 May 2016

RESOURCE STOCKS

GTI well-placed to advance US uranium projects

Prime time with supportive jurisdiction, strong price environment

RESOURCE STOCKS

Low-Cost, High-Quality Uganda Graphite Project

Investment rationale behind Blencowe Resources’ Orom-Cross graphite project in Uganda.

RESOURCE STOCKS

Lindian moving to develop 'the king' of rare earth projects

Company also aiming to commercialise plus-1Bt bauxite assets

A growing series of reports, each focused on a key discussion point for the farming sector, brought to you by the Kondinin team.

A growing series of reports, each focused on a key discussion point for the farming sector, brought to you by the Kondinin team.

editions

Mining Journal Intelligence Investor Sentiment Report 2024

Survey revealing the plans, priorities, and preferences of 120+ mining investors and their expectations for the sector in 2024.

editions

Mining Journal Intelligence Mining Equities Report 2023

Access an exclusive, inside look on the quarterly mining IPOs and secondary raisings data and mining equities performance tables with an annual Stock Exchange Comparisons supplement.

editions

Mining Journal Intelligence World Risk Report 2023 (feat. MineHutte ratings)

A detailed analysis of mining investment risks across 121 jurisdictions globally, built on 11 ‘hard risk’ metrics and an industrywide survey.

editions

Mining Journal Intelligence Global Leadership Report 2023: Social licence

Gain insights into social licence trends and best practices from interviews with 20+ top mining company executives and an industrywide survey.