Senior Resources Analyst.
Bell Potter
David joined Bell Potter in 2015 as Senior Resources Analyst. Previously he was with CIMB as a Resources Analyst covering precious and base metals companies and prior to that was with Baker Steel Capital Managers where he worked as a Research Analyst covering global gold equities. David is a Mining Engineer by training and worked in the industry for ten years in Australia, the Philippines and Zambia. He has worked in both open-pit and underground mining operations across the gold, nickel and copper sectors. He became involved in the equity markets after moving to London in 2005 where he took research roles on both the sell and buy sides before returning to Australia in 2009 and joining Baker Steel. In addition to his Mining Engineering qualifications, he also holds a WA First Class Mine Manager’s Certificate and an MBA from the AGSM in Sydney.
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Much of the market seemed to be spooked by the material drop in profitability vs the pcp. This shouldn’t have been unexpected and the key metrics of Revenue, EBITDA and NPAT were all basically in-line or ahead of both our forecasts and consensus – from that point of view it... Show More
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