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Articles tagged as "Mining"

Do you enjoy pain? How about the platinum industry?

By Andrew Lapping on 30 Jun 2018

Over the past two years we have invested in certain platinum mining companies. These investments have performed extremely poorly. Andrew Lapping looks back a...

The benefits of being counter-cyclical in a cyclical world

By Rory Kutisker-Jacobson on 24 Oct 2017

“Prediction is very difficult, especially about the future.” – Niels Bohr. In cyclical industries, understanding where we  are in the cycle and acting...

Gold: A history of its price

By Sandy McGregor on 30 Jun 2016

Inventories play a significant role in the pricing of commodities: when they are low prices tend to rise, while excessive inventories depress prices. However...

Commodities: Opportunity or risk?

By Mark Dunley-Owen on 31 May 2016

We are ‘bottom-up’ investors who pay more attention to valuations than to macroeconomic forecasts. We do extensive research to calculate what we believe is...

How things change

By Andrew Lapping on 31 Dec 2015

Global mining businesses have had a remarkable fall from grace over the past 18 months. Talk has moved from a 20-year supercycle and commodity shortages to...

SA mining and the sunk cost fallacy

By Ian Liddle on 30 Sep 2015

Ian Liddle discusses why the challenges in South African mining provide an interesting case study of the 'sunk cost fallacy', a behavioural bias that sees us...

Platinum and palladium: Low-risk opportunities

By Tim Acker on 31 Mar 2015

Investing in platinum or palladium directly is taking a view that the prices of these commodities will increase. Tim Acker explains why we currently prefer...

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