‘Gold Stars and Black Holes – Analysing the Discount: from Resource to Sanction, analysing how differentiated in-situ values for mineral resources across all the major equity markets have evolved, and how equity valuations then increase (or not) ‘
In this fascinating episode, Rob is in conversation with Charles Gibson from Edison Investment Research and Phil Newall of Armstrong Waddell International. They discuss the conclusions from the latest annual global mining sector report from Edison, ‘Gold Stars and Black Holes’ written by Charles along with a range of topics including new markets, the exploration budget worldwide, the battery metals bubble and the development of the exploration space over the next ten years.
This is a must for anyone connected to mining and provides an amazing opportunity to hear the opinions and views of professionals with both considerable global experience and knowledge of the market.
‘Metals are getting more expensive and getting harder to find. We are in very interesting times at the moment’
‘They are all after the same sort of targets, they are all after silver or copper or gold deposits because these are the commodities they understand.’
‘The market has a broadly positive attitude towards mining at present’
‘There is a clear relationship between something being small and highly valued and something large and lowly valued’
‘Share all the geophysics you can to suggest the full extent of the resource because the market will give you credit for it’
ABOUT THE GUEST
Phil Newall, Managing Director, Wardell Armstrong International
Historically the company has provided a full range of services from scoping surveys through to definitive feasibility studies.
We are here to help clients at whatever stage they are in their exploration projects
Our USP is our large mineral processing testing work facility in Cornwall.
We test samples from around the world and as metrology becomes more complex knowing what can be extracted from the ore is vital in determining the best ways to move forward.
ABOUT THE GUEST
Charles Gibson, Edison Investment Research
Edison writes research for investors and corporate clients. Companies at various points need to interact with the market and need to keep their story in front of investors and we help them to achieve that. Once you are on the market we are able to undertake ongoing research that keeps the story alive and investors interested.
ABOUT THE HOST
Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community insight to people’s experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.
Rob is the Founder and Director of Mining International Ltd, a leading global recruitment and headhunting consultancy based in the UK specialising in all areas of mining across the globe from the first world to third world countries from Africa, Europe, Middle East, Asia and Australia. We source, headhunt and discover new and top talent through a targeted approach and search methodology and have a proven track record in sourcing and positioning exceptional candidates into our clients’ organisation in any mining discipline or level. Mining International provides a transparent, informative and trusted consultancy service to our candidates and clients to help them develop their careers and business goals and objectives in this ever-changing marketplace.
Email Rob at email@example.com
This show was brought to you by Progressive Media