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PMQ Quarterly Q1 '09 - top (75) Tier 1-3 PM
producers strategic review;
BMQ Quarterly Q1 '09 - top (25) Tier 1-3 BM
producers strategic review
DSR Diamond Sector Review Q1 '09 - top (20)
Tier 1-3 producer/explorer strategic review; |
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'...Survival
of the fittest; best managed, cashed up & liquid players -
especially those with new production imminent are leading growth during
hugely uncertain times; All
have taken advantage of access to finance for cashflow rich producers ready for
the next phase: New phase of consolidation set to commence as new gold highs approach..;
first to be acquired are those juniors with larger ore bodies ARU; OZN gone) - next OSK; DET; even ANO;
ARZ; NSU; CEE; but those in low risk
regions OSK; DET etc.are most attractive; OSK et al may not be for sale -
may build now given their cap.size..; May-June '09 sees the 2-3 way
merger re-emergent (NGD/WGF Pt.II); small mid.tiers SMF; ARZ et al realize
it's not so easy to do deals..; |
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In our Q1 2009 Quarterly Review
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Newer CEOs @ two gold majors: Aaron Regent @ Barrick (photo courtesy
Brookfield), Chuck Jeannes @ Goldcorp (photo courtesy BMO Nesbitt
Burns); |
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| Global
Majors |
| Fully
leveraging a
global major..
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World Mining Investment Congress, London
June '09
Diggers & Dealers Kalgoorlie July 2009
Denver Gold Forum
September '09
Mining & Money London,
December 2009 |
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picture courtesy NY Times
picture courtesy of Boston Post |
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Cornerstone item:
Barack sets new tone with ME visit.. more
of a friend's visit than a lecture.. |
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China sensitive
to 'Memories of Tiananmen' 20 years on + Clinton's critique of China's 'last
frontier' - nascent democratic change.. |
picture courtesy of
Huffington Post
courtesy of signsonsandiego
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Barak makes clear the
unequivocal need for
2-state solution in Israel-Palestine..
Russia looking beyond
Meltdown to a renewed Russia backing Central Asia energy investments &
economic diversification e.g. via car manufacturing j-vs with Germany, GM + Canada's Magna... |
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Client Forum |
What's on your
minds?
- Gold to $1000?
- then what?;
- Blue-chips -
who are they & why?;
- Consolidation
looming - who's on the block?
- New mines in
2009 - who's up?;
- 2-3 way mergers
for next-wave mid.tiers - improving New Gold model -
- Next wave tier 2-3
- who to watch out for;
- & more!
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