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"The fact we do due diligence at all is a huge differentiator"

"The fact we do due diligence at all is a huge differentiator"

Forensic evaluation of investment opportunities is a luxury not afforded equity investors

Project finance

27 JUNE 2018
Three cyclical scenarios

Three cyclical scenarios

Understanding the commodities cycle, Appendix: All options still on the table

From the Capital

31 MAY 2018
Mind the spot-market value gap

Mind the spot-market value gap

Yawning chasm opening up between commodity prices and their equity cousins

Miner's right

08 JANUARY 2018

From the capital: Pondering a lift in equity prices

As 2013 ends, mining industry investors are grappling with whether a three-year downturn in equity prices...

Australia

20 DECEMBER 2013