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mining

Since 2004 we have observed a spectacular rise in the demand and price for hard commodities in what was widely believed to be a so-called ‘minerals super-cycle’ underpinned by growth in the developing economies, specifically China and India.  The deepening of the Global financial crisis in mid-late 2008 signaled the end of the lofty prices for many commodities, and we have seen dramatic falls in the price of Oil, Fertiliser, and Metals on the London Metals Exchange.

Between 2006 and 2008 we witnessed a paradigm shift with the departure of the conventional investment wisdoms of value, liquidity and investment risk being substituted for aggressive, debt-funded non-value accreting Merger & Acquisition activity resulting in fundamentally flawed investment decisions.  A case in point involves Rio-Tinto being pre-occupied with avoiding being acquired by bigger rival BHP-Billiton, that it made a gross error in judgment by proceeding with the acquisition of Alcan for US$38billion, funded primarily by what is now very expensive debt.

The unprecedented volatility in commodity prices in recent months including a greater than 70% drop in the price of oil and similar percentage drops in the price of base-metals and commodity fertilisers has resulted in difficult operating conditions for most mining companies, particularly the companies with smaller market-capitalisation, or minimal free cashflow.

Activated Logic has been directly involved in the preparation and presentation of Dataroom Information Packages that outline Exploration, Resource Estimates and Production prospects for numerous Australian mining companies.  In relation to corporate activity, Activated Logic is also able to provide a summary of the terms sought by an organisation to third parties, and also provide independent financial modeling including NPV and Bankable Feasibility Studies (BFS) essential in determining key investment thresholds.

Activated Logic is experienced in not only developing integrated strategy and investment objectives for mining companies, but also being able to communicate the company’s vision to engage key-stakeholders, specifically shareholders and institutional investors.

Sub-Sector Focus

Base Metals

  • Aluminum
  • Copper
  • Lead
  • Nickel
  • Tin
  • Zinc

Energy

Precious Metals

  • Gold
  • Platinum Group Elements (PGE’s)
  • Rare Earth Elements (REE’s)
  • Silver

Specialty Resources

How can Activated Logic Help?

  • Preparation and Presentation of Dataroom & Farmout Proposals with the purpose of forming alliances with other Industry Participants
  • Due-diligence and feasibility reports up to JORC-status to determine attractiveness of investments
  • Shareholder Communications, with professional image reprocessing of key technical data such as Resource Estimates and Ore Processing Schematics

If you would like more information on how Activated Logic can improve your organisation please contact us.

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