Mining The Upside

Everywhere we look at the moment we see the market values of exploration and development companies of all shapes and sizes that don’t reflect even a sliver of the cash their assets might create if the world just stayed the same. Why is it so?

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

Late on New Year’s eve 2017, without a great deal of analysis of the consequences (as tends to happen at that hour when drinking) I announced my 2018 would be alcohol free. My wife, bless her, immediately volunteered to join me, saying the shared challenge would be easier. And boy was she was right about that.

Dodging the Death by Dilution bullet

Mining is a risky business. How risky depends on many things. Sometimes I think for mining equity investors it’s a bit like betting on a game of Russian Roulette being played by the CEO. Investors of course must also remember that ‘death’ for the player is often much less painful than it is for them.