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    • Archive: Jul-Dec 2022

Attempting the Impossible Viewpoint

Archive: July - December 2022

No Green Light for Industry Recovery

Investor Scepticism Trumps Corporate Promises

Investor Scepticism Trumps Corporate Promises

Five key indicators are pointing to continuing downward pressures on industry cyclical conditions, as 2022 ends.  

20 December 2022

Investor Scepticism Trumps Corporate Promises

Investor Scepticism Trumps Corporate Promises

Investor Scepticism Trumps Corporate Promises

Investors are reacting with scepticism, verging on disbelief, to investment pitches from company executives. 

12 December 2022

Can Investment Conferences Add Value?

Investor Scepticism Trumps Corporate Promises

Can Investment Conferences Add Value?

Individual investors looking to mining investment conferences for guidance are better off ignoring exhortations to choose winners while spreading their holdings as broadly as possible. 

6 December 2022

Data Overload Confuses Markets

Gold Stocks Lose Competitive Edge

Can Investment Conferences Add Value?

Daily flows of data, accumulating over many decades, have added market uncertainty, facilitated misinformation and damaged forecasting accuracy. 

29 November 2022

Has BHP Really Changed? Again?

Gold Stocks Lose Competitive Edge

Gold Stocks Lose Competitive Edge

BHP chairman Ken MacKenzie painted a weirdly inaccurate picture of BHP at the company’s annual meeting of shareholders earlier this month.  

21 November 2022

Gold Stocks Lose Competitive Edge

Gold Stocks Lose Competitive Edge

Gold Stocks Lose Competitive Edge

Several market signals point to a structural shift, and possibly permanent downgrade, in gold equity valuations. 

15 November 2022

Higher Taxes and ESG Policies Converge

Higher Taxes and ESG Policies Converge

Higher Taxes and ESG Policies Converge

Growing fiscal risks and a more rigorous application of ESG standards will converge to accentuate demands on the mining industry.   

7 November 2022

Higher Mining Taxes on the Table

Higher Taxes and ESG Policies Converge

Higher Taxes and ESG Policies Converge

The Australian government announced a A$150 million spending boost for miners in last week’s budget but no coherent policy to encourage longer term investment commitments. 

1 November 2022

Investment Marketing Needs Revamp

Higher Taxes and ESG Policies Converge

Investment Marketing Needs Revamp

Blinded by their own rhetoric, mining entrepreneurs have pushed potentially important sources of capital beyond their reach.

24 October 2022

NPV No Guide to Price

Indefinitely Rising Metal Prices: 'Implausible'

Investment Marketing Needs Revamp

Heavy Minerals chairman Adam Schofield thinks garnet mining is not well enough understood by investors to attract the valuation the company deserves. 

18 October 2022

Indefinitely Rising Metal Prices: 'Implausible'

Indefinitely Rising Metal Prices: 'Implausible'

Indefinitely Rising Metal Prices: 'Implausible'

 Unrelenting rises in future metal prices, so often depicted by mining entrepreneurs as a consequence of decarbonisation, are an increasingly implausible outcome. 

10 October 2022

'Portfolio' Business Model Lacks Credibility

Indefinitely Rising Metal Prices: 'Implausible'

Indefinitely Rising Metal Prices: 'Implausible'

Tiger Tasman Minerals chief executive Noor Crookshanks is pushing a diverse portfolio of exploration and development assets as a preferable alternative to ownership of companies with a single commodity or geographic exposure.   

3 October 2022

Central Banks to Wilt Under Pressure

People to Make a Difference at NickelSearch

People to Make a Difference at NickelSearch

Central bankers might have toughened up their rhetoric, but the chance of sustained policy action is not entirely in their hands. 

26 September 2022

People to Make a Difference at NickelSearch

People to Make a Difference at NickelSearch

People to Make a Difference at NickelSearch

ASX listed NickelSearch is the best nickel sulphide exploration opportunity in Australia, according to the company’s chief executive Nicole Duncan. 

20 September 2022

Mining Industry Faces Impossible Task

People to Make a Difference at NickelSearch

African Ministers Back Mining Development

Australia’s mining industry, founded on entrepreneurial daring, personal savings and a punter’s mentality, is no longer fit for purpose.

14 September 2022

African Ministers Back Mining Development

African Ministers Back Mining Development

African Ministers Back Mining Development

Last week’s Africa Down Under mining conference in Perth showcased, albeit inadvertently, the diverging policy agendas between the wealthy west and mineral rich African nations.

6 September 2022

Five Reasons Investors Spurn Gold Stocks

African Ministers Back Mining Development

Five Reasons Investors Spurn Gold Stocks

Gold mining stocks have limited appeal for generalist investors looking for growth or value oriented equity offerings.

29 August 2022

Will Gold Stocks Surf Inflation Wave?

African Ministers Back Mining Development

Five Reasons Investors Spurn Gold Stocks

Evolution Mining boss Jake Klein misleadingly used a bullish prognosis for the gold price as an investment lure as he opened his Diggers and Dealers presentation earlier this month.   

22 August 2022

Uranium Miner Waits for Higher Prices

Slowing World Growth to Damage Metal Demand

Uranium Miner Waits for Higher Prices

Lotus Resources has left investors guessing about a possible re-start of its Kayelekera uranium mine in Malawi, despite a new so-called definitive feasibility study.

15 August 2022

Stavely Boss Targets $10 Copper

Slowing World Growth to Damage Metal Demand

Uranium Miner Waits for Higher Prices

Stavely Minerals chief executive Chris Cairns is a self-described copper bull with a price target of US$10/lb for the metal guiding his way forward.

8 August 2022

Slowing World Growth to Damage Metal Demand

Slowing World Growth to Damage Metal Demand

Slowing World Growth to Damage Metal Demand

An optimistic outlook for the global mining industry is inextricably tied to rapidly rising raw material demand and easy money conditions.  Neither is currently evident.

1 August 2022

Vatican to Discourage Investment in Mining

Executive Experience: Don’t Ask, Don’t Tell

Slowing World Growth to Damage Metal Demand

Pope Francis and his Vatican advisers have shown they are just as confused about ethical investing as any virtue signalling atheist. 

25 July 2022

Executive Experience: Don’t Ask, Don’t Tell

Executive Experience: Don’t Ask, Don’t Tell

Executive Experience: Don’t Ask, Don’t Tell

Referring ambiguously to “experienced management” is the standard ploy used to avoid addressing fundamental questions about the skills needed to meet investment objectives.

18 July 2022

Uranium in Losing Market Battle

Executive Experience: Don’t Ask, Don’t Tell

Executive Experience: Don’t Ask, Don’t Tell

Uranium is being bypassed in the rush to embrace renewable wind and solar energy sources, leaving nuclear power floundering well short of its once anticipated potential.

11 July 2022

CEOs No Guide to Future Outcomes

Women Beat Men at This Critical CEO Task

Women Beat Men at This Critical CEO Task

Corporate executives are not reliable sources of forward looking economic intelligence.

4 July 2022

Women Beat Men at This Critical CEO Task

Women Beat Men at This Critical CEO Task

Women Beat Men at This Critical CEO Task

Do women chief executives bring a more complete skill set than their male counterparts to the communication task essential for a strong bond with shareholders?

28 June 2022

US Fed Confusion to Hit Miners

Women Beat Men at This Critical CEO Task

Strategic Flexibility No Panacea

Mining companies will have to weather unprecedented central bank policy confusion before the benefits of longer term metal deficits begin to flow.

20 June 2022

Strategic Flexibility No Panacea

Bangladesh Wants Australian Coal

Strategic Flexibility No Panacea

Six stocks, with consecutive years of negative returns, stand out as the most disappointing investments among the universe of ASX listed miners.

12 June 2022

Bangladesh Wants Australian Coal

Bangladesh Wants Australian Coal

Bangladesh Wants Australian Coal

The Bangladesh government, feeling itself pushed to the periphery of Australia’s trade policy targets, is urging Australia’s mining industry to give the south Asian nation a higher priority.

6 June 2022

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