At the Mine Insider we are always sceptical about forecasts of minerals and mining equity prices - even our own! But we are now seeing more signs supporting our call of 11 January 2016 when The...
This week Mine Insider focuses on dividend payment policies of mining companies and in particular the commitments of some to progressive dividends. Both Rio Tinto and BHP Billiton have recently...
Warren Buffett aims to invest in real businesses, and he suggests we avoid those that offer ‘commodity-type returns’. But at Mine Insider, we are not so sure we should take this as a rigid rule...
For many of us, the New Year means high street sales – and in mining it seems everything is for sale at bargain basement prices. 2015 saw unexpected falls in metal prices and continual bad...
We all know that mining is cyclical, but it seems someone forgot to tell the analysts and economists who forecast prices. When prices were high, analysts were suffused with ‘irrational exuberance’...
For some time, a debate has been raging in the mining industry about a fundamental question of business strategy. Some players, such as Ivan Glasenberg of Glencore and Andrew Forrest of Fortescue,...
