What will the Con cover?
More episodes
Transcript
The series will address each of the following topics:
- Strategy - what is the company doing?
- Commodity - what is the company looking to discover, develop and produce?
- Market cycles
- Management - who's behind it?
- Funding - the size of the company, how much cash they've got and how much cash they'll need
- Resource - the scale and the grade
- Geology - what kind of geology is there?
- Mining - how are they getting the resource out of the ground?
- Mineral processing
- Permitting and jurisdiction.
Professionals who work in the space have got all of these filters pre-set in their mind; anytime a new company comes across their desk they automatically or instinctively go through this checklist. The Con should become a resource for you to refer back to when you need and say ‘Oh, this is how professionals do it.’
I'm not trying to say that I've got all of the answers or I've got a monopoly on the truth. This isn't the only way to do it and there may be other factors that you'd need to take into account.
But what I'm trying to do is to cast a specialist eye over the key factors that anybody in the profession will look at. In short, what I hope is that these become a useful repository of information and that you enjoy listening to them.
Over the course of the series, I will conduct a deep dive on each of the topics in turn, but to start here is an introduction.
