Mark Bennett, the CEO of Sirius Resources, addressed the International Mining and Resources Conference in Melbourne on Monday on the history of the...
John Robertson
PortfolioDirect
Mark Bennett, the CEO of Sirius Resources, addressed the International Mining and Resources Conference in Melbourne on Monday on the history of the Nova-Bollinger nickel find in WA. The discovery, one of the most exciting industry successes in the past 20 years, was the culmination of a long sequence of low probability events starting in the late 1960s. Bennett's story was a stark illustration of the low probability of exploration success. One point stood out. The success of Sirius was due in part to the very early work of Anglo Gold, Newmont, Western Mining and Inco, all companies with deep pockets able to begin the accumulation of data subsequently used by Bennett. Given the global restructuring of the industry, this is no longer an advantage available to explorers, presenting an ongoing strategic challenge to an industry and investment markets short of capital for exploration activity.
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John Robertson is Chief Investment Strategist for PortfolioDirect a provider of resource sector investment stock ratings and portfolio strategies for mining and oil and gas investors. He has worked as a policy economist, corporate business strategist and investment market professional for over 30 years after starting his career as a Commonwealth Treasury economist in Canberra. Since being Australia's top-rated commodities analyst and chief economist at one of Australia' leading stockbroking firms, he has advised companies across the mining, consumer products, IT and biotech sectors on their equity market relations. He leads the firm's investment evaluation and security structuring activities on behalf of the Australian Small Scale Offerings Board (ASSOB), the world's first equity 'crowdfunding' investment platform. John Robertson discusses the interaction of mining and investment markets in his weekly 'From the Capital' column in Mining Journal.
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John Robertson
PortfolioDirect
John Robertson is Chief Investment Strategist for PortfolioDirect a provider of resource sector investment stock ratings and portfolio strategies for mining and oil and gas investors. He has worked as a policy economist, corporate business...
Expertise
No areas of expertise
John Robertson
PortfolioDirect
John Robertson is Chief Investment Strategist for PortfolioDirect a provider of resource sector investment stock ratings and portfolio strategies for mining and oil and gas investors. He has worked as a policy economist, corporate business...
Expertise
No areas of expertise
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