Author Archives: deannao

How to value a project, the inputs

Valuations are traditionally done in boom times and bust times, and they are done very differently in both times. I am going to go over how to value a mineral property in a full market cycle. I am not going … Continue reading

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Filed under By Benjamin, Mining

Record access agreement reached in Australia

Herald Sun: Rio Tinto to buy ore and keep third parties off tracks Buy the Australian juniors that are on the rail lines. A solution has been reached on rail access. This is huge news for the small stranded resources. … Continue reading

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Basic rule of law needed in Russia

An investment gets trapped in Kremlin’s vise Very scary article on Russia. As resource prices go up, expect more and more to be taken back by the locals. Russia is ahead of the curve, but just you all wait, others … Continue reading

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Filed under By Benjamin, Misc

More CSN (and the bidders are unknown)

Reuters India: Russians, Japanese vie for CSN unit Ok, well, not unknown, but we are not certain who they are. There are a couple separate lists provided by different people, so I tend to not trust them. The valuation numbers … Continue reading

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Filed under By Benjamin, CSN, Mining