Year: 2018

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.

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The New Normal

How Royalties and Innovative Debt and Equity Financings are Changing the Investment Landscape

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Hedging On The Up

Sean Russo and Dave Rowe outline the hedging strategies of Australian gold producers from the 1980’s to today.

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