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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 AUGUST 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 MARCH 2019
Discoveries may bring investor risk appetite back

Discoveries may bring investor risk appetite back

Mind the equity gap, juniors told

Events Coverage

07 FEBRUARY 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 JANUARY 2019
The best mining quotes of 2018

The best mining quotes of 2018

Some of the most colourful and controversial quotes of the year

Forum

21 DECEMBER 2018
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 SEPTEMBER 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 OCTOBER 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 JULY 2017
Sean Russo on a New York state of mining

Sean Russo on a New York state of mining

Noah's Rule principal raises the dreaded 'H' word in podcast preview

Mining Agenda

18 APRIL 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 APRIL 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 MARCH 2017